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 |
|---|---|---|---|---|---|---|---|
|
Jul 12, 2024
Q2 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
11New |
$436 - $545
|
11
$580
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
10New |
$396 - $495
|
10
$528
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
10New |
$396 - $495
|
10
$528
|
|
|
Jul 30, 2024
Q2 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
5+ 17.86% |
$198 - $248
|
33
$1.74K
|
|
|
Jul 09, 2024
Q2 2024
|
Rise Advisors, LLC
|
BUY
|
- |
5+ 0.89% |
$198 - $248
|
568
$30K
|
|
|
Aug 13, 2024
Q2 2024
|
First Manhattan CO
New York, NY |
BUY
|
- |
4+ 0.05% |
$159 - $198
|
8.8K
$464K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
3+ 0.1% |
$119 - $149
|
3.13K
$165K
|
|
|
Oct 29, 2024
Q2 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
2+ 0.72% |
$79.3 - $99.1
|
281
$14.8K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2+ 0.81% |
$79.3 - $99.1
|
250
$13.2K
|
|
|
Aug 01, 2024
Q2 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
2New |
$79.3 - $99.1
|
2
$106
|
|
|
Jul 30, 2024
Q2 2024
|
Nbt Bank N A
|
BUY
|
- |
1+ 1.96% |
$39.6 - $49.5
|
52
$2.74K
|
|
|
Jul 15, 2024
Q2 2024
|
Washington Trust CO
|
BUY
|
- |
1+ 0.06% |
$39.6 - $49.5
|
1.57K
$82.7K
|
|
|
Jul 29, 2024
Q2 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
1+ 0.84% |
$39.6 - $49.5
|
120
$6.33K
|
|
|
Jan 27, 2025
Q2 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-1- 1.04% |
$39.6 - $49.5
|
95
$5.01K
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-3- 0.49% |
$119 - $149
|
604
$31.9K
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-3- 3.06% |
$119 - $149
|
95
$5.01K
|
|
|
Aug 15, 2024
Q2 2024
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-4- 0.65% |
$159 - $198
|
611
$32.2K
|
|
|
Aug 05, 2024
Q2 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-6- 2.33% |
$238 - $297
|
251
$13.2K
|
|
|
Jul 26, 2024
Q2 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-9- 19.57% |
$357 - $446
|
37
$1.95K
|
|
|
Jul 12, 2024
Q2 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-10- 1.14% |
$396 - $495
|
870
$45.9K
|
|
|
Aug 06, 2024
Q2 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-12- 0.07% |
$476 - $594
|
16.9K
$891K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
SELL
|
- |
-13- 68.42% |
$515 - $644
|
6
$317
|
|
|
Aug 14, 2024
Q2 2024
|
Quarry LP
New York, NY |
SELL
|
- |
-15- 1.67% |
$595 - $743
|
881
$46.5K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-16- 1.21% |
$634 - $793
|
1.3K
$68.6K
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
SELL
|
- |
-16- 17.02% |
$634 - $793
|
78
$4.11K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-19- 0.6% |
$753 - $941
|
3.13K
$165K
|
|
|
Jul 18, 2024
Q2 2024
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-28- 0.28% |
$1.11K - $1.39K
|
9.86K
$520K
|
|
|
Aug 13, 2024
Q2 2024
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-34- 0.48% |
$1.35K - $1.68K
|
7.08K
$373K
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-41- 9.9% |
$1.63K - $2.03K
|
373
$19.7K
|
|
|
Aug 06, 2024
Q2 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-43- 0.11% |
$1.7K - $2.13K
|
37.9K
$2M
|
|
|
Aug 12, 2024
Q2 2024
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
SELL
|
- |
-43- 0.11% |
$1.7K - $2.13K
|
38K
$2M
|
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-46- 0.83% |
$1.82K - $2.28K
|
5.52K
$291K
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-50- 6.27% |
$1.98K - $2.48K
|
747
$39.4K
|
|
|
Jul 31, 2024
Q2 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-64- 86.49% |
$2.54K - $3.17K
|
10
$528
|
|
|
Aug 09, 2024
Q2 2024
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-68- 0.31% |
$2.7K - $3.37K
|
21.7K
$1.15M
|
|
|
Aug 12, 2024
Q2 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-71- 68.27% |
$2.81K - $3.52K
|
33
$1.74K
|
|
|
Jul 12, 2024
Q2 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-75- 0.27% |
$2.97K - $3.72K
|
28.1K
$1.48M
|
|
|
Aug 13, 2024
Q2 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-85- 27.42% |
$3.37K - $4.21K
|
225
$11.9K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-95- 0.25% |
$3.77K - $4.71K
|
38.3K
$2.02M
|
|
|
Aug 13, 2024
Q2 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-99- 32.04% |
$3.92K - $4.9K
|
210
$11.1K
|
|
|
Dec 17, 2024
Q2 2024
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
SELL
|
- |
-100- 25.0% |
$3.96K - $4.95K
|
300
$15.8K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Research Inc
Chicago, IL |
SELL
|
- |
-101- 0.18% |
$4K - $5K
|
54.6K
$2.88M
|
|
|
Jul 15, 2024
Q2 2024
|
Wedmont Private Capital
|
SELL
|
- |
-103- 1.7% |
$4.08K - $5.1K
|
5.95K
$314K
|
|
|
Jul 24, 2024
Q2 2024
|
Nicholas Company, Inc.
|
SELL
|
- |
-175- 0.07% |
$6.94K - $8.67K
|
252K
$13.3M
|
|
|
Aug 12, 2024
Q2 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-177- 10.93% |
$7.02K - $8.77K
|
1.44K
$76.1K
|
|
|
Aug 13, 2024
Q2 2024
|
Ethic Inc.
New York, NY |
SELL
|
- |
-210- 3.6% |
$8.32K - $10.4K
|
5.62K
$297K
|
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-229- 28.24% |
$9.08K - $11.3K
|
582
$30.7K
|
|
|
Aug 14, 2024
Q2 2024
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-229- 0.34% |
$9.08K - $11.3K
|
66.8K
$3.52M
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-238- 18.67% |
$9.43K - $11.8K
|
1.04K
$54.7K
|
|
|
Aug 14, 2024
Q2 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-246- 2.26% |
$9.75K - $12.2K
|
10.7K
$562K
|