Purchases and Sales Made in Q3 2024 in Webster Financial Corp (WBS)
This table provides information about the institutional ownership of Webster Financial Corp (WBS) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
92+ 119.48% |
$3.91K - $4.57K
|
169
$8.71K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
92+ 0.99% |
$3.91K - $4.57K
|
9.41K
$485K
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
78+ 0.27% |
$3.31K - $3.87K
|
29.1K
$1.5M
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
68+ 0.34% |
$2.89K - $3.37K
|
20.2K
$1.04M
|
|
|
Oct 10, 2024
Q3 2024
|
Paragon Capital Management LTD
|
BUY
|
- |
54+ 0.9% |
$2.29K - $2.68K
|
6.06K
$312K
|
|
|
Nov 07, 2024
Q3 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
52+ 0.8% |
$2.21K - $2.58K
|
6.58K
$339K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
38+ 0.55% |
$1.61K - $1.89K
|
6.95K
$358K
|
|
|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
38New |
$1.61K - $1.89K
|
38
$1.96K
|
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
38+ 16.24% |
$1.61K - $1.89K
|
272
$14K
|
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
37+ 23.87% |
$1.57K - $1.84K
|
192
$9.89K
|
|
|
Nov 08, 2024
Q3 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
25New |
$1.06K - $1.24K
|
25
$1.29K
|
|
|
Oct 17, 2024
Q3 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
25+ 0.91% |
$1.06K - $1.24K
|
2.78K
$143K
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
22+ 2.12% |
$935 - $1.09K
|
1.06K
$54.6K
|
|
|
Oct 08, 2024
Q3 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
16+ 1.84% |
$680 - $794
|
886
$45.6K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
16+ 2.68% |
$680 - $794
|
612
$31.5K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
BUY
|
- |
16+ 20.51% |
$680 - $794
|
94
$4.84K
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
14+ 1.61% |
$595 - $695
|
882
$45.4K
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
14+ 2.36% |
$595 - $695
|
608
$31.3K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
14+ 3.75% |
$595 - $695
|
387
$19.9K
|
|
|
Oct 18, 2024
Q3 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
11+ 29.73% |
$467 - $546
|
48
$2.47K
|
|
|
Nov 12, 2024
Q3 2024
|
Xponance, Inc.
|
BUY
|
- |
10+ 0.05% |
$425 - $496
|
18.4K
$950K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
10+ 34.48% |
$425 - $496
|
39
$2.01K
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
9New |
$382 - $447
|
9
$464
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
6New |
$255 - $298
|
6
$309
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
5+ 3.33% |
$212 - $248
|
155
$7.99K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
5New |
$212 - $248
|
5
$258
|
|
|
Oct 11, 2024
Q3 2024
|
Rise Advisors, LLC
|
BUY
|
- |
5+ 0.88% |
$212 - $248
|
573
$29.5K
|
|
|
Oct 25, 2024
Q3 2024
|
Washington Trust CO
|
BUY
|
- |
5+ 0.32% |
$212 - $248
|
1.57K
$81K
|
|
|
Oct 16, 2024
Q3 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
3+ 9.68% |
$127 - $149
|
34
$1.75K
|
|
|
Nov 01, 2024
Q3 2024
|
First Personal Financial Services
|
BUY
|
- |
3New |
$127 - $149
|
3
$155
|
|
|
Oct 29, 2024
Q3 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
3+ 1.07% |
$127 - $149
|
284
$14.6K
|
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
1New |
$42.5 - $49.6
|
1
$51.5
|
|
|
Oct 16, 2024
Q3 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
1+ 3.03% |
$42.5 - $49.6
|
34
$1.75K
|
|
|
Oct 29, 2024
Q3 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
1+ 0.83% |
$42.5 - $49.6
|
121
$6.23K
|
|
|
Nov 04, 2024
Q3 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
1+ 50.0% |
$42.5 - $49.6
|
3
$155
|
|
|
Nov 14, 2024
Q3 2024
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-3- 0.02% |
$127 - $149
|
13.9K
$716K
|
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-5- 50.0% |
$212 - $248
|
5
$258
|
|
|
Nov 13, 2024
Q3 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-6- 0.83% |
$255 - $298
|
721
$37.1K
|
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-7- 0.09% |
$297 - $347
|
8.11K
$418K
|
|
|
Oct 29, 2024
Q3 2024
|
Innealta Capital, LLC
Austin, TX |
SELL
|
- |
-8- 0.16% |
$340 - $397
|
4.92K
$254K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-8- 0.61% |
$340 - $397
|
1.29K
$66.6K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-16- 0.51% |
$680 - $794
|
3.12K
$161K
|
|
|
Nov 13, 2024
Q3 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-18- 0.05% |
$765 - $893
|
37.9K
$1.95M
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-19- 43.18% |
$807 - $943
|
25
$1.29K
|
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-21- 10.0% |
$892 - $1.04K
|
189
$9.74K
|
|
|
Nov 08, 2024
Q3 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-26- 15.95% |
$1.1K - $1.29K
|
137
$7.06K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-31- 0.47% |
$1.32K - $1.54K
|
6.63K
$342K
|
|
|
Feb 04, 2025
Q3 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-35- 1.66% |
$1.49K - $1.74K
|
2.08K
$107K
|
|
|
Nov 14, 2024
Q3 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-60- 0.71% |
$2.55K - $2.98K
|
8.41K
$433K
|
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-68- 1.2% |
$2.89K - $3.37K
|
5.59K
$288K
|