Purchases and Sales Made in Q2 2023 in Webster Financial Corp (WBS)
This table provides information about the institutional ownership of Webster Financial Corp (WBS) during Q2 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
745+ 19.5% |
$24K - $30.3K
|
4.57K
$251K
|
|
|
Aug 14, 2023
Q2 2023
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
640+ 2.13% |
$20.6K - $26K
|
30.7K
$1.68M
|
|
|
Jul 12, 2023
Q2 2023
|
Cardinal Capital Management
|
BUY
|
- |
620+ 1.67% |
$20K - $25.2K
|
37.7K
$2.07M
|
|
|
Aug 08, 2023
Q2 2023
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
604+ 68.87% |
$19.5K - $24.6K
|
1.48K
$81.3K
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
507+ 0.56% |
$16.3K - $20.6K
|
91.5K
$5.02M
|
|
|
Aug 11, 2023
Q2 2023
|
Natixis
Paris, I0 |
BUY
|
- |
464New |
$15K - $18.9K
|
464
$25.5K
|
|
|
Jul 27, 2023
Q2 2023
|
Congress Asset Management CO
|
BUY
|
- |
416+ 1.31% |
$13.4K - $16.9K
|
32.1K
$1.76M
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
403+ 10.18% |
$13K - $16.4K
|
4.36K
$239K
|
|
|
Aug 28, 2023
Q2 2023
|
Delphi Management Inc /Ma/
Boston, MA |
BUY
|
- |
396+ 1.62% |
$12.8K - $16.1K
|
24.9K
$1.37M
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
BUY
|
- |
396+ 920.93% |
$12.8K - $16.1K
|
439
$24.1K
|
|
|
Aug 14, 2023
Q2 2023
|
Aigen Investment Management, LP
|
BUY
|
- |
321+ 6.29% |
$10.3K - $13.1K
|
5.43K
$298K
|
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
318+ 41.57% |
$10.3K - $12.9K
|
1.08K
$59.4K
|
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
288+ 28.26% |
$9.29K - $11.7K
|
1.31K
$71.7K
|
|
|
Jul 28, 2023
Q2 2023
|
Zions Bancorporation, N.A.
|
BUY
|
- |
253New |
$8.16K - $10.3K
|
253
$13.9K
|
|
|
Aug 14, 2023
Q2 2023
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
251+ 0.36% |
$8.09K - $10.2K
|
70.7K
$3.88M
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
230+ 0.6% |
$7.42K - $9.36K
|
38.8K
$2.13M
|
|
|
Aug 14, 2023
Q2 2023
|
United Services Automobile Association
San Antonio, TX |
BUY
|
- |
211+ 1.97% |
$6.8K - $8.59K
|
10.9K
$599K
|
|
|
Aug 14, 2023
Q2 2023
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
203+ 1.1% |
$6.54K - $8.26K
|
18.7K
$1.03M
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
187+ 6.08% |
$6.03K - $7.61K
|
3.26K
$179K
|
|
|
Aug 14, 2023
Q2 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
185+ 32.74% |
$5.96K - $7.53K
|
750
$41.2K
|
|
|
Aug 04, 2023
Q2 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
180+ 6.91% |
$5.8K - $7.32K
|
2.79K
$153K
|
|
|
Aug 14, 2023
Q2 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
162+ 2.99% |
$5.22K - $6.59K
|
5.58K
$306K
|
|
|
Aug 11, 2023
Q2 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
156+ 10.08% |
$5.03K - $6.35K
|
1.7K
$93.5K
|
|
|
Aug 09, 2023
Q2 2023
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
151+ 1.68% |
$4.87K - $6.14K
|
9.15K
$502K
|
|
|
Oct 18, 2024
Q2 2023
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
151+ 1.68% |
$4.87K - $6.14K
|
9.15K
$502K
|
|
|
Jul 26, 2023
Q2 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
148+ 2.73% |
$4.77K - $6.02K
|
5.58K
$306K
|
|
|
Aug 10, 2023
Q2 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
137+ 80.59% |
$4.42K - $5.57K
|
307
$16.8K
|
|
|
Aug 03, 2023
Q2 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
130+ 168.83% |
$4.19K - $5.29K
|
207
$11.4K
|
|
|
Jul 28, 2023
Q2 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
128+ 49.42% |
$4.13K - $5.21K
|
387
$21.2K
|
|
|
Jul 25, 2023
Q2 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
111+ 176.19% |
$3.58K - $4.52K
|
174
$9.55K
|
|
|
Aug 08, 2023
Q2 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
100+ 0.52% |
$3.22K - $4.07K
|
19.2K
$1.06M
|
|
|
Jul 10, 2023
Q2 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
97+ 461.9% |
$3.13K - $3.95K
|
118
$6.48K
|
|
|
Aug 07, 2023
Q2 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
66+ 160.98% |
$2.13K - $2.69K
|
107
$5.87K
|
|
|
Aug 14, 2023
Q2 2023
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
50+ 0.68% |
$1.61K - $2.03K
|
7.38K
$405K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
38New |
$1.23K - $1.55K
|
38
$2.09K
|
|
|
Jul 25, 2023
Q2 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
30+ 63.83% |
$967 - $1.22K
|
77
$4.23K
|
|
|
Jul 26, 2023
Q2 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
29+ 1.1% |
$935 - $1.18K
|
2.66K
$146K
|
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
BUY
|
- |
27+ 450.0% |
$870 - $1.1K
|
33
$1.81K
|
|
|
Jul 10, 2023
Q2 2023
|
Quent Capital, LLC
|
BUY
|
- |
20+ 2.65% |
$645 - $814
|
774
$42.5K
|
|
|
Jun 14, 2024
Q2 2023
|
Quent Capital, LLC
|
BUY
|
- |
20+ 2.65% |
$645 - $814
|
774
$42.5K
|
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
19+ 0.53% |
$613 - $773
|
3.61K
$198K
|
|
|
Jul 19, 2023
Q2 2023
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
16+ 35.56% |
$516 - $651
|
61
$3.35K
|
|
|
Aug 11, 2023
Q2 2023
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
13+ 0.09% |
$419 - $529
|
14K
$768K
|
|
|
Jul 14, 2023
Q2 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
11+ 0.04% |
$355 - $448
|
26.9K
$1.48M
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
10+ 0.07% |
$322 - $407
|
13.5K
$740K
|
|
|
Jul 07, 2023
Q2 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
9+ 1.14% |
$290 - $366
|
797
$43.7K
|
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
9New |
$290 - $366
|
9
$494
|
|
|
Aug 02, 2023
Q2 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
8+ 1.24% |
$258 - $326
|
654
$35.9K
|
|
|
Jul 26, 2023
Q2 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
7New |
$226 - $285
|
7
$384
|
|
|
Aug 15, 2023
Q2 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
6+ 0.01% |
$193 - $244
|
64.8K
$3.55M
|