Purchases and Sales Made in Q1 2024 in Webster Financial Corp (WBS)
This table provides information about the institutional ownership of Webster Financial Corp (WBS) during Q1 2024. The information is specifically focused on institutions that hold shares of WEBSTER FINANCIAL CORP.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 23, 2024
Q1 2024
|
Washington Trust CO
|
BUY
|
- |
69+ 4.61% |
$3.13K - $3.63K
|
1.57K
$93.5K
|
|
|
May 15, 2024
Q1 2024
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
57+ 0.07% |
$2.59K - $3K
|
84K
$5.01M
|
|
|
May 13, 2024
Q1 2024
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
49+ 0.44% |
$2.23K - $2.58K
|
11.1K
$664K
|
|
|
Apr 10, 2024
Q1 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
47+ 5.64% |
$2.14K - $2.47K
|
880
$52.5K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
46+ 2.23% |
$2.09K - $2.42K
|
2.11K
$126K
|
|
|
Apr 26, 2024
Q1 2024
|
Umb Bank, N.A.
|
BUY
|
- |
46New |
$2.09K - $2.42K
|
46
$2.74K
|
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
46+ 0.83% |
$2.09K - $2.42K
|
5.57K
$332K
|
|
|
May 07, 2024
Q1 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
46+ 1.18% |
$2.09K - $2.42K
|
3.94K
$235K
|
|
|
Apr 30, 2024
Q1 2024
|
Jb Capital LLC
|
BUY
|
- |
31+ 0.34% |
$1.41K - $1.63K
|
9.11K
$543K
|
|
|
May 22, 2024
Q1 2024
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
27New |
$1.23K - $1.42K
|
27
$1.61K
|
|
|
Apr 26, 2024
Q1 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
23+ 0.85% |
$1.04K - $1.21K
|
2.73K
$163K
|
|
|
May 03, 2024
Q1 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
21+ 0.11% |
$954 - $1.1K
|
19.3K
$1.15M
|
|
|
May 03, 2024
Q1 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
21+ 84.0% |
$954 - $1.1K
|
46
$2.74K
|
|
|
May 14, 2024
Q1 2024
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
21+ 0.17% |
$954 - $1.1K
|
12.7K
$757K
|
|
|
Apr 25, 2024
Q1 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
21+ 4.64% |
$954 - $1.1K
|
474
$28.3K
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
19+ 3.73% |
$863 - $999
|
529
$31.6K
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
16New |
$727 - $841
|
16
$954
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
16+ 20.51% |
$727 - $841
|
94
$5.61K
|
|
|
May 14, 2024
Q1 2024
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
16+ 0.44% |
$727 - $841
|
3.62K
$216K
|
|
|
May 14, 2024
Q1 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
15+ 0.27% |
$681 - $788
|
5.58K
$333K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
11New |
$500 - $578
|
11
$656
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
10+ 13.89% |
$454 - $526
|
82
$4.89K
|
|
|
May 09, 2024
Q1 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
6New |
$273 - $315
|
6
$358
|
|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
BUY
|
- |
5+ 4.0% |
$227 - $263
|
130
$7.75K
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
4+ 0.5% |
$182 - $210
|
811
$48.4K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
4+ 0.69% |
$182 - $210
|
581
$34.7K
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
2+ 2.08% |
$90.9 - $105
|
98
$5.85K
|
|
|
Apr 29, 2024
Q1 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
2+ 0.72% |
$90.9 - $105
|
279
$16.6K
|
|
|
Apr 18, 2024
Q1 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
2+ 6.9% |
$90.9 - $105
|
31
$1.85K
|
|
|
May 13, 2024
Q1 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
2+ 0.04% |
$90.9 - $105
|
4.58K
$273K
|
|
|
May 02, 2024
Q1 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
1+ 0.85% |
$45.4 - $52.6
|
119
$7.1K
|
|
|
Apr 22, 2024
Q1 2024
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-1- 1.79% |
$45.4 - $52.6
|
55
$3.28K
|
|
|
Jan 27, 2025
Q1 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-2- 2.08% |
$90.9 - $105
|
94
$5.61K
|
|
|
Apr 30, 2024
Q1 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-6- 0.03% |
$273 - $315
|
21K
$1.25M
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-7- 2.75% |
$318 - $368
|
248
$14.8K
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-10- 52.63% |
$454 - $526
|
9
$537
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-10- 1.03% |
$454 - $526
|
958
$57.1K
|
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-13- 0.15% |
$591 - $683
|
8.61K
$514K
|
|
|
May 21, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-13- 0.06% |
$591 - $683
|
23K
$1.37M
|
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-17- 8.29% |
$772 - $894
|
188
$11.2K
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-27- 0.77% |
$1.23K - $1.42K
|
3.5K
$208K
|
|
|
May 03, 2024
Q1 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-27- 0.48% |
$1.23K - $1.42K
|
5.62K
$335K
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
SELL
|
- |
-27- 58.7% |
$1.23K - $1.42K
|
19
$1.13K
|
|
|
May 15, 2024
Q1 2024
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-61- 0.8% |
$2.77K - $3.21K
|
7.6K
$454K
|
|
|
Apr 29, 2024
Q1 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-62- 1.1% |
$2.82K - $3.26K
|
5.55K
$331K
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-75- 0.54% |
$3.41K - $3.94K
|
13.8K
$822K
|
|
|
May 02, 2024
Q1 2024
|
Quent Capital, LLC
|
SELL
|
- |
-81- 11.86% |
$3.68K - $4.26K
|
602
$35.9K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-84- 9.53% |
$3.82K - $4.42K
|
797
$47.5K
|
|
|
May 09, 2024
Q1 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-93- 0.24% |
$4.22K - $4.89K
|
37.9K
$2.26M
|
|
|
May 06, 2024
Q1 2024
|
Mesirow Institutional Investment Management, Inc.
Chicago, IL |
SELL
|
- |
-98- 0.13% |
$4.45K - $5.15K
|
74.2K
$4.43M
|