Purchases and Sales Made in Q3 2023 in Webster Financial Corp (WBS)
This table provides information about the institutional ownership of Webster Financial Corp (WBS) during Q3 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 |
---|---|---|---|---|---|---|---|
Oct 26, 2023
Q3 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
21New |
$792 - $994
|
21
$1.27K
|
|
Nov 14, 2023
Q3 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
18New |
$679 - $852
|
18
$1.08K
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
18+ 0.33% |
$679 - $852
|
5.54K
$334K
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
BUY
|
- |
13+ 39.39% |
$490 - $616
|
46
$2.77K
|
|
Oct 20, 2023
Q3 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
12New |
$452 - $568
|
12
$723
|
|
Nov 08, 2023
Q3 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
11+ 10.89% |
$415 - $521
|
112
$6.75K
|
|
Oct 12, 2023
Q3 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
9+ 0.03% |
$339 - $426
|
26.9K
$1.62M
|
|
Nov 02, 2023
Q3 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
8+ 133.33% |
$302 - $379
|
14
$843
|
|
Nov 06, 2023
Q3 2023
|
Arizona State Retirement System
|
BUY
|
- |
7+ 0.01% |
$264 - $331
|
47.7K
$2.87M
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
7+ 25.93% |
$264 - $331
|
34
$2.05K
|
|
Nov 14, 2023
Q3 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
6New |
$226 - $284
|
6
$361
|
|
Nov 06, 2023
Q3 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
5+ 0.76% |
$189 - $237
|
659
$39.7K
|
|
Oct 25, 2023
Q3 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
5+ 1.29% |
$189 - $237
|
392
$23.6K
|
|
Oct 13, 2023
Q3 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
5+ 0.33% |
$189 - $237
|
1.5K
$90.2K
|
|
Nov 13, 2023
Q3 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
5+ 0.29% |
$189 - $237
|
1.71K
$103K
|
|
Oct 17, 2023
Q3 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
4+ 14.81% |
$151 - $189
|
31
$1.87K
|
|
Nov 03, 2023
Q3 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
3+ 1.11% |
$113 - $142
|
274
$16.5K
|
|
Nov 14, 2023
Q3 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
3+ 0.04% |
$113 - $142
|
7.33K
$442K
|
|
Dec 06, 2023
Q3 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
1+ 0.57% |
$37.7 - $47.4
|
175
$10.5K
|
|
Nov 09, 2023
Q3 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 18, 2023
Q3 2023
|
Washington Trust CO
|
SELL
|
- |
-3- 0.2% |
$113 - $142
|
1.5K
$90.2K
|
|
Oct 24, 2023
Q3 2023
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-5- 8.2% |
$189 - $237
|
56
$3.37K
|
|
Oct 25, 2023
Q3 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-5- 6.25% |
$189 - $237
|
75
$4.52K
|
|
Nov 13, 2023
Q3 2023
|
V Square Quantitative Management LLC
Chicago, IL |
SELL
|
- |
-7- 0.52% |
$264 - $331
|
1.34K
$80.8K
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-7- 7.0% |
$264 - $331
|
93
$5.6K
|
|
Oct 25, 2023
Q3 2023
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-8- 0.1% |
$302 - $379
|
7.72K
$465K
|
|
Nov 09, 2023
Q3 2023
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
SELL
|
- |
-10- 0.03% |
$377 - $474
|
35.7K
$2.15M
|
|
Oct 12, 2023
Q3 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-10- 12.99% |
$377 - $474
|
67
$4.04K
|
|
Nov 02, 2023
Q3 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-22- 20.56% |
$829 - $1.04K
|
85
$5.12K
|
|
Nov 15, 2023
Q3 2023
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-23- 0.06% |
$867 - $1.09K
|
38.1K
$2.29M
|
|
Nov 02, 2023
Q3 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-36- 0.47% |
$1.36K - $1.7K
|
7.67K
$462K
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-37- 1.31% |
$1.39K - $1.75K
|
2.79K
$168K
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-38- 0.73% |
$1.43K - $1.8K
|
5.14K
$310K
|
|
Nov 08, 2023
Q3 2023
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-39- 0.59% |
$1.47K - $1.85K
|
6.57K
$396K
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-41- 0.29% |
$1.55K - $1.94K
|
13.9K
$838K
|
|
Oct 30, 2023
Q3 2023
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
SELL
|
- |
-42- 0.29% |
$1.58K - $1.99K
|
14.4K
$870K
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-46- 1.41% |
$1.73K - $2.18K
|
3.22K
$194K
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-65- 1.19% |
$2.45K - $3.08K
|
5.38K
$324K
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-80- 2.22% |
$3.02K - $3.79K
|
3.53K
$212K
|
|
Nov 14, 2023
Q3 2023
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-80- 10.67% |
$3.02K - $3.79K
|
670
$40.4K
|
|
Nov 13, 2023
Q3 2023
|
Coombe, Bender & CO LLC
|
SELL
|
- |
-83- 0.36% |
$3.13K - $3.93K
|
22.8K
$1.37M
|
|
Oct 30, 2023
Q3 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
SELL
|
- |
-84- 40.58% |
$3.17K - $3.98K
|
123
$7.41K
|
|
Nov 14, 2023
Q3 2023
|
Ostrum Asset Management
Paris, I0 |
SELL
|
- |
-94- 0.67% |
$3.54K - $4.45K
|
13.9K
$837K
|
|
Nov 14, 2023
Q3 2023
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-94- 2.25% |
$3.54K - $4.45K
|
4.08K
$246K
|
|
Nov 08, 2023
Q3 2023
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-95- 1.73% |
$3.58K - $4.5K
|
5.4K
$325K
|
|
Nov 13, 2023
Q3 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-97- 31.6% |
$3.66K - $4.59K
|
210
$12.7K
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-99- 81.82% |
$3.73K - $4.69K
|
22
$1.33K
|
|
Oct 31, 2023
Q3 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-111- 0.32% |
$4.18K - $5.26K
|
34.1K
$2.05M
|
|
Nov 09, 2023
Q3 2023
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-125- 1.1% |
$4.71K - $5.92K
|
11.3K
$680K
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-151- 0.85% |
$5.69K - $7.15K
|
17.5K
$1.06M
|