Purchases and Sales Made in Q2 2024 in Webster Financial Corp (WBS)
This table provides information about the institutional ownership of Webster Financial Corp (WBS) during Q2 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 |
---|---|---|---|---|---|---|---|
Aug 13, 2024
Q2 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
502+ 1.97% |
$19.9K - $24.9K
|
26K
$1.6M
|
|
Nov 14, 2024
Q2 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
502+ 1.97% |
$19.9K - $24.9K
|
26K
$1.6M
|
|
Aug 09, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
475+ 2.25% |
$18.8K - $23.5K
|
21.6K
$1.33M
|
|
Jul 22, 2024
Q2 2024
|
Fifth Third Bancorp
|
BUY
|
- |
447+ 1.02% |
$17.7K - $22.1K
|
44.1K
$2.72M
|
|
Aug 14, 2024
Q2 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
431+ 4.42% |
$17.1K - $21.4K
|
10.2K
$629K
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
421+ 7.27% |
$16.7K - $20.9K
|
6.21K
$384K
|
|
Aug 12, 2024
Q2 2024
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
405+ 15.27% |
$16.1K - $20.1K
|
3.06K
$189K
|
|
Aug 09, 2024
Q2 2024
|
Salzhauer Michael
|
BUY
|
- |
402+ 1.04% |
$15.9K - $19.9K
|
39.2K
$2.42M
|
|
Jul 02, 2024
Q2 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
377+ 30.11% |
$14.9K - $18.7K
|
1.63K
$101K
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
374+ 1.89% |
$14.8K - $18.5K
|
20.1K
$1.24M
|
|
Aug 09, 2024
Q2 2024
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
364+ 0.8% |
$14.4K - $18K
|
45.7K
$2.82M
|
|
Aug 07, 2024
Q2 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
288+ 3.68% |
$11.4K - $14.3K
|
8.12K
$501K
|
|
Aug 01, 2024
Q2 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
248+ 5.42% |
$9.83K - $12.3K
|
4.82K
$298K
|
|
Aug 14, 2024
Q2 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
243+ 0.96% |
$9.63K - $12K
|
25.4K
$1.57M
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
170+ 4.86% |
$6.74K - $8.42K
|
3.67K
$226K
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
165New |
$6.54K - $8.17K
|
165
$10.2K
|
|
Jul 31, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
156+ 0.74% |
$6.18K - $7.73K
|
21.1K
$1.3M
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
140New |
$5.55K - $6.94K
|
140
$8.65K
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
136+ 6.04% |
$5.39K - $6.74K
|
2.39K
$148K
|
|
Aug 08, 2024
Q2 2024
|
Cornercap Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
95+ 0.37% |
$3.77K - $4.71K
|
25.8K
$1.59M
|
|
Jul 25, 2024
Q2 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
92+ 1.48% |
$3.65K - $4.56K
|
6.31K
$389K
|
|
Jul 29, 2024
Q2 2024
|
Umb Bank, N.A.
|
BUY
|
- |
89+ 193.48% |
$3.53K - $4.41K
|
135
$8.34K
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
87New |
$3.45K - $4.31K
|
87
$5.37K
|
|
Jul 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
79New |
$3.13K - $3.91K
|
79
$4.88K
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
75+ 2.8% |
$2.97K - $3.72K
|
2.75K
$170K
|
|
Jul 22, 2024
Q2 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
70+ 1.26% |
$2.77K - $3.47K
|
5.62K
$347K
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
65+ 12.29% |
$2.58K - $3.22K
|
594
$36.7K
|
|
Aug 07, 2024
Q2 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
60+ 58.25% |
$2.38K - $2.97K
|
163
$10.1K
|
|
Jul 02, 2024
Q2 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
46+ 24.47% |
$1.82K - $2.28K
|
234
$14.5K
|
|
Jul 05, 2024
Q2 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
44+ 39.64% |
$1.74K - $2.18K
|
155
$9.57K
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
44New |
$1.74K - $2.18K
|
44
$2.72K
|
|
Jul 12, 2024
Q2 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
35New |
$1.39K - $1.73K
|
35
$2.16K
|
|
Jul 24, 2024
Q2 2024
|
Jb Capital LLC
|
BUY
|
- |
30+ 0.33% |
$1.19K - $1.49K
|
9.14K
$565K
|
|
Jul 17, 2024
Q2 2024
|
J.Safra Asset Management Corp
|
BUY
|
- |
27New |
$1.07K - $1.34K
|
27
$1.67K
|
|
Jul 19, 2024
Q2 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
26+ 0.1% |
$1.03K - $1.29K
|
25.8K
$1.6M
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
25New |
$991 - $1.24K
|
25
$1.54K
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
25New |
$991 - $1.24K
|
25
$1.54K
|
|
Jul 29, 2024
Q2 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
24+ 0.88% |
$951 - $1.19K
|
2.76K
$170K
|
|
Aug 13, 2024
Q2 2024
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
22+ 0.17% |
$872 - $1.09K
|
12.7K
$785K
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
22+ 26.83% |
$872 - $1.09K
|
104
$6.42K
|
|
Jul 31, 2024
Q2 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
21+ 4.43% |
$832 - $1.04K
|
495
$30.6K
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
20+ 2.36% |
$793 - $991
|
868
$53.6K
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
20+ 222.22% |
$793 - $991
|
29
$1.79K
|
|
Aug 14, 2024
Q2 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
18New |
$714 - $892
|
18
$1.11K
|
|
Aug 05, 2024
Q2 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
16+ 0.34% |
$634 - $793
|
4.72K
$292K
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
15+ 2.58% |
$595 - $743
|
596
$36.8K
|
|
Aug 12, 2024
Q2 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
15+ 0.08% |
$595 - $743
|
19.3K
$1.19M
|
|
Jul 12, 2024
Q2 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
11New |
$436 - $545
|
11
$679
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
10New |
$396 - $495
|
10
$618
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
10New |
$396 - $495
|
10
$618
|