Purchases and Sales Made in Q4 2022 in Webster Financial Corp (WBS)
This table provides information about the institutional ownership of Webster Financial Corp (WBS) during Q4 2022. 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 |
---|---|---|---|---|---|---|---|
Feb 14, 2023
Q4 2022
|
Fred Alger Management, LLC
New York, NY |
BUY
|
- |
45+ 0.03% |
$2K - $2.49K
|
131K
$7.79M
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
39+ 3.17% |
$1.73K - $2.16K
|
1.27K
$75.8K
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
BUY
|
- |
36+ 8.35% |
$1.6K - $1.99K
|
467
$27.9K
|
|
Feb 10, 2023
Q4 2022
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
35+ 0.44% |
$1.55K - $1.94K
|
7.98K
$476K
|
|
Feb 09, 2023
Q4 2022
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
34New |
$1.51K - $1.88K
|
34
$2.03K
|
|
Feb 13, 2023
Q4 2022
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
32+ 0.12% |
$1.42K - $1.77K
|
27.5K
$1.64M
|
|
Jan 27, 2023
Q4 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
26+ 0.42% |
$1.15K - $1.44K
|
6.23K
$372K
|
|
Feb 01, 2023
Q4 2022
|
High Mark Wealth Management LLC
|
BUY
|
- |
19+ 0.73% |
$844 - $1.05K
|
2.61K
$156K
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
18New |
$799 - $997
|
18
$1.07K
|
|
Jan 23, 2023
Q4 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
17+ 100.0% |
$755 - $942
|
34
$2.03K
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
16New |
$710 - $886
|
16
$954
|
|
Feb 03, 2023
Q4 2022
|
Tfo Tdc, LLC
|
BUY
|
- |
16New |
$710 - $886
|
16
$954
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
15New |
$666 - $831
|
15
$895
|
|
Jan 24, 2023
Q4 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
13+ 9.35% |
$577 - $720
|
152
$9.07K
|
|
Feb 06, 2023
Q4 2022
|
Glassman Wealth Services
|
BUY
|
- |
13+ 7.1% |
$577 - $720
|
196
$11.7K
|
|
Jan 10, 2023
Q4 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
6+ 0.77% |
$266 - $332
|
782
$46.6K
|
|
Feb 21, 2023
Q4 2022
|
Cva Family Office, LLC
|
BUY
|
- |
5New |
$222 - $277
|
5
$298
|
|
Jan 10, 2023
Q4 2022
|
American National Bank
|
BUY
|
- |
5New |
$222 - $277
|
5
$298
|
|
Jul 27, 2023
Q4 2022
|
Washington Trust CO
|
BUY
|
- |
1+ 0.06% |
$44.4 - $55.4
|
1.56K
$93.1K
|
|
Jan 19, 2023
Q4 2022
|
Tsfg, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 13, 2023
Q4 2022
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-1- 0.65% |
$44.4 - $55.4
|
152
$9.07K
|
|
Jan 25, 2023
Q4 2022
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-4- 0.05% |
$178 - $222
|
7.35K
$439K
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-5- 33.33% |
$222 - $277
|
10
$597
|
|
Feb 13, 2023
Q4 2022
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-6- 0.11% |
$266 - $332
|
5.5K
$328K
|
|
Feb 07, 2023
Q4 2022
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-6- 0.06% |
$266 - $332
|
10.3K
$613K
|
|
Feb 08, 2023
Q4 2022
|
Washington Trust CO
|
SELL
|
- |
-6- 0.38% |
$266 - $332
|
1.56K
$93.1K
|
|
Jan 31, 2023
Q4 2022
|
Schubert & CO
|
SELL
|
- |
-10- 15.87% |
$444 - $554
|
53
$3.16K
|
|
Feb 08, 2023
Q4 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-11- 8.33% |
$488 - $609
|
121
$7.22K
|
|
Feb 07, 2023
Q4 2022
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-13- 72.22% |
$577 - $720
|
5
$298
|
|
Feb 14, 2023
Q4 2022
|
Capital International Sarl
Los Angeles, CA |
SELL
|
- |
-15- 0.03% |
$666 - $831
|
47.2K
$2.82M
|
|
Feb 13, 2023
Q4 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-15- 10.0% |
$666 - $831
|
135
$8.05K
|
|
Feb 01, 2023
Q4 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-15- 42.86% |
$666 - $831
|
20
$1.19K
|
|
Feb 13, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-16- 0.09% |
$710 - $886
|
17.8K
$1.06M
|
|
Jan 11, 2023
Q4 2022
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-17- 1.13% |
$755 - $942
|
1.49K
$89K
|
|
Jan 25, 2023
Q4 2022
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-21- 0.37% |
$932 - $1.16K
|
5.61K
$335K
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-26- 0.96% |
$1.15K - $1.44K
|
2.68K
$160K
|
|
Feb 15, 2023
Q4 2022
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-27- 0.64% |
$1.2K - $1.5K
|
4.17K
$249K
|
|
Feb 10, 2023
Q4 2022
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-28- 38.89% |
$1.24K - $1.55K
|
44
$2.62K
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-30- 3.37% |
$1.33K - $1.66K
|
859
$51.2K
|
|
Jan 13, 2023
Q4 2022
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-31- 88.57% |
$1.38K - $1.72K
|
4
$239
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-53- 1.7% |
$2.35K - $2.94K
|
3.06K
$182K
|
|
Feb 07, 2023
Q4 2022
|
Canandaigua National Corp
|
SELL
|
- |
-63- 1.35% |
$2.8K - $3.49K
|
4.6K
$275K
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-67- 0.32% |
$2.97K - $3.71K
|
20.8K
$1.24M
|
|
Jan 26, 2023
Q4 2022
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-75- 0.15% |
$3.33K - $4.16K
|
51.3K
$3.06M
|
|
Jan 27, 2023
Q4 2022
|
Sky Investment Group LLC
|
SELL
|
- |
-100- 1.64% |
$4.44K - $5.54K
|
5.99K
$357K
|
|
Feb 02, 2023
Q4 2022
|
Securian Asset Management, Inc
|
SELL
|
- |
-100- 0.62% |
$4.44K - $5.54K
|
16K
$952K
|
|
Feb 06, 2023
Q4 2022
|
Td Asset Management Inc
|
SELL
|
- |
-100- 0.76% |
$4.44K - $5.54K
|
13K
$778K
|
|
Feb 02, 2023
Q4 2022
|
Raymond James Trust N.A.
|
SELL
|
- |
-102- 1.89% |
$4.53K - $5.65K
|
5.29K
$315K
|
|
Feb 08, 2023
Q4 2022
|
Nordea Investment Management Ab
Stockholm, V7 |
SELL
|
- |
-106- 0.9% |
$4.71K - $5.87K
|
11.7K
$696K
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-110- 16.74% |
$4.88K - $6.09K
|
547
$32.6K
|