Purchases and Sales Made in Q1 2025 in Webster Financial Corp (WBS)
This table provides information about the institutional ownership of Webster Financial Corp (WBS) during Q1 2025. 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 |
|---|---|---|---|---|---|---|---|
|
May 06, 2025
Q1 2025
|
Klp Kapitalforvaltning As
Oslo, Q8 |
BUY
|
- |
100+ 0.29% |
$4.76K - $6.14K
|
34.8K
$2.09M
|
|
|
May 13, 2025
Q1 2025
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
96+ 1.82% |
$4.56K - $5.9K
|
5.36K
$322K
|
|
|
May 12, 2025
Q1 2025
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
92+ 0.09% |
$4.37K - $5.65K
|
101K
$6.06M
|
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
86+ 1.33% |
$4.09K - $5.28K
|
6.54K
$393K
|
|
|
May 13, 2025
Q1 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
82New |
$3.9K - $5.04K
|
82
$4.92K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
80New |
$3.8K - $4.91K
|
80
$4.8K
|
|
|
May 15, 2025
Q1 2025
|
Activest Wealth Management
|
BUY
|
- |
73New |
$3.47K - $4.48K
|
73
$4.38K
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
59New |
$2.81K - $3.62K
|
59
$3.54K
|
|
|
Apr 16, 2025
Q1 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
59+ 84.29% |
$2.81K - $3.62K
|
129
$7.75K
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
53New |
$2.52K - $3.25K
|
53
$3.18K
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
43+ 1.04% |
$2.04K - $2.64K
|
4.16K
$250K
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
BUY
|
- |
43+ 24.71% |
$2.04K - $2.64K
|
217
$13K
|
|
|
May 02, 2025
Q1 2025
|
Trust Investment Advisors
|
BUY
|
- |
42+ 0.16% |
$2K - $2.58K
|
27K
$1.62M
|
|
|
Apr 16, 2025
Q1 2025
|
Paragon Capital Management LTD
|
BUY
|
- |
41+ 0.69% |
$1.95K - $2.52K
|
6.01K
$361K
|
|
|
May 09, 2025
Q1 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
40New |
$1.9K - $2.46K
|
40
$2.4K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
BUY
|
- |
32New |
$1.52K - $1.97K
|
32
$1.92K
|
|
|
May 13, 2025
Q1 2025
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
31+ 1.17% |
$1.47K - $1.9K
|
2.69K
$161K
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
30New |
$1.43K - $1.84K
|
30
$1.8K
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
30New |
$1.43K - $1.84K
|
30
$1.8K
|
|
|
May 02, 2025
Q1 2025
|
Hager Investment Management Services, LLC
New London, NH |
BUY
|
- |
29New |
$1.38K - $1.78K
|
29
$1.74K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
25+ 250.0% |
$1.19K - $1.54K
|
35
$2.1K
|
|
|
Apr 23, 2025
Q1 2025
|
First Pacific Financial
|
BUY
|
- |
21New |
$999 - $1.29K
|
21
$1.26K
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
20+ 0.3% |
$951 - $1.23K
|
6.6K
$396K
|
|
|
Apr 23, 2025
Q1 2025
|
High Mark Wealth Management LLC
|
BUY
|
- |
19+ 0.68% |
$903 - $1.17K
|
2.82K
$169K
|
|
|
May 12, 2025
Q1 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
19New |
$903 - $1.17K
|
19
$1.14K
|
|
|
May 01, 2025
Q1 2025
|
Platform Technology Partners
|
BUY
|
- |
18+ 0.46% |
$856 - $1.11K
|
3.92K
$235K
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
14+ 0.15% |
$666 - $860
|
9.62K
$578K
|
|
|
May 14, 2025
Q1 2025
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
13+ 0.14% |
$618 - $798
|
9.58K
$575K
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
13New |
$618 - $798
|
13
$781
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
13+ 2.22% |
$618 - $798
|
598
$35.9K
|
|
|
Apr 30, 2025
Q1 2025
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
12New |
$571 - $737
|
12
$721
|
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
12New |
$571 - $737
|
12
$721
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
12+ 0.03% |
$571 - $737
|
38.1K
$2.29M
|
|
|
May 07, 2025
Q1 2025
|
Applied Finance Capital Management, LLC
San Juan, PR |
BUY
|
- |
11+ 0.26% |
$523 - $676
|
4.25K
$255K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
10+ 111.11% |
$476 - $614
|
19
$1.14K
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
10New |
$476 - $614
|
10
$601
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
10+ 200.0% |
$476 - $614
|
15
$901
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
10+ 200.0% |
$476 - $614
|
15
$901
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
8+ 3.2% |
$380 - $491
|
258
$15.5K
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
6+ 150.0% |
$285 - $368
|
10
$601
|
|
|
May 15, 2025
Q1 2025
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
6New |
$285 - $368
|
6
$360
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
5+ 33.33% |
$238 - $307
|
20
$1.2K
|
|
|
May 12, 2025
Q1 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
5New |
$238 - $307
|
5
$300
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
BUY
|
- |
4+ 0.66% |
$190 - $246
|
606
$36.4K
|
|
|
May 16, 2025
Q1 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
4New |
$190 - $246
|
4
$240
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
3+ 1.94% |
$143 - $184
|
158
$9.49K
|
|
|
May 02, 2025
Q1 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
3+ 0.05% |
$143 - $184
|
5.87K
$352K
|
|
|
Apr 11, 2025
Q1 2025
|
Perkins Coie Trust CO
|
BUY
|
- |
3New |
$143 - $184
|
3
$180
|
|
|
May 28, 2025
Q1 2025
|
Silicon Valley Capital Partners
|
BUY
|
- |
2+ 0.7% |
$95.1 - $123
|
288
$17.3K
|
|
|
May 05, 2025
Q1 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
2+ 50.0% |
$95.1 - $123
|
6
$360
|