Purchases and Sales Made in Q4 2023 in Webster Financial Corp (WBS)
This table provides information about the institutional ownership of Webster Financial Corp (WBS) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
149+ 2.03% |
$5.48K - $7.92K
|
7.47K
$410K
|
|
|
Feb 12, 2024
Q4 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
131+ 7.67% |
$4.82K - $6.97K
|
1.84K
$101K
|
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
BUY
|
- |
125New |
$4.6K - $6.65K
|
125
$6.85K
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
123+ 2.28% |
$4.53K - $6.54K
|
5.52K
$303K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
121+ 10.57% |
$4.45K - $6.43K
|
1.27K
$69.4K
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
103New |
$3.79K - $5.48K
|
103
$5.65K
|
|
|
Feb 14, 2024
Q4 2023
|
Stieven Capital Advisors, L.P.
St. Louis, MO |
BUY
|
- |
100+ 0.02% |
$3.68K - $5.32K
|
540K
$29.6M
|
|
|
Jan 31, 2024
Q4 2023
|
Trust Investment Advisors
|
BUY
|
- |
94+ 0.35% |
$3.46K - $5K
|
27.3K
$1.5M
|
|
|
Jan 19, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
80+ 13.27% |
$2.94K - $4.25K
|
683
$37.4K
|
|
|
Jun 14, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
80+ 13.27% |
$2.94K - $4.25K
|
683
$37.4K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
74+ 217.65% |
$2.72K - $3.93K
|
108
$5.92K
|
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
73New |
$2.69K - $3.88K
|
73
$4K
|
|
|
Jan 25, 2024
Q4 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
73+ 1.35% |
$2.69K - $3.88K
|
5.46K
$299K
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
71+ 7100.0% |
$2.61K - $3.78K
|
72
$3.95K
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
68New |
$2.5K - $3.62K
|
68
$3.73K
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
65+ 76.47% |
$2.39K - $3.46K
|
150
$8.22K
|
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
61+ 15.56% |
$2.25K - $3.24K
|
453
$24.8K
|
|
|
Feb 09, 2024
Q4 2023
|
Nbt Bank N A
|
BUY
|
- |
51New |
$1.88K - $2.71K
|
51
$2.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Rmb Capital Management, LLC
|
BUY
|
- |
45+ 0.07% |
$1.66K - $2.39K
|
68K
$3.73M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
40New |
$1.47K - $2.13K
|
40
$2.19K
|
|
|
Jan 22, 2024
Q4 2023
|
Jb Capital LLC
|
BUY
|
- |
36+ 0.4% |
$1.33K - $1.91K
|
9.08K
$498K
|
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
35+ 194.44% |
$1.29K - $1.86K
|
53
$2.9K
|
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
28New |
$1.03K - $1.49K
|
28
$1.53K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
27+ 4.91% |
$994 - $1.44K
|
577
$31.6K
|
|
|
Jan 22, 2024
Q4 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
27+ 1.01% |
$994 - $1.44K
|
2.71K
$149K
|
|
|
Jul 31, 2024
Q4 2023
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
20+ 200.0% |
$736 - $1.06K
|
30
$1.64K
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
20+ 4.08% |
$736 - $1.06K
|
510
$28K
|
|
|
Jan 29, 2024
Q4 2023
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
19+ 0.25% |
$699 - $1.01K
|
7.74K
$424K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
19New |
$699 - $1.01K
|
19
$1.04K
|
|
|
Jan 26, 2024
Q4 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
13+ 108.33% |
$479 - $691
|
25
$1.37K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
12+ 0.22% |
$442 - $638
|
5.4K
$296K
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
10+ 1.1% |
$368 - $532
|
915
$50.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
9+ 0.07% |
$331 - $479
|
13.8K
$758K
|
|
|
Feb 14, 2024
Q4 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
4+ 66.67% |
$147 - $213
|
10
$548
|
|
|
Feb 14, 2024
Q4 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
3+ 1.09% |
$110 - $160
|
277
$15.2K
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
3+ 3.23% |
$110 - $160
|
96
$5.26K
|
|
|
Jan 19, 2024
Q4 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-2- 0.01% |
$73.6 - $106
|
21K
$1.15M
|
|
|
Jan 16, 2024
Q4 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-2- 6.45% |
$73.6 - $106
|
29
$1.59K
|
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-5- 6.67% |
$184 - $266
|
70
$3.84K
|
|
|
Jan 26, 2024
Q4 2023
|
Cardinal Capital Management
|
SELL
|
- |
-5- 0.01% |
$184 - $266
|
38.8K
$2.13M
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-5- 0.14% |
$184 - $266
|
3.52K
$193K
|
|
|
Jul 12, 2024
Q4 2023
|
Cardinal Capital Management
|
SELL
|
- |
-5- 0.01% |
$184 - $266
|
38.8K
$2.13M
|
|
|
Jan 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-7- 5.93% |
$258 - $372
|
111
$6.08K
|
|
|
Feb 14, 2024
Q4 2023
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-11- 0.09% |
$405 - $585
|
12.7K
$694K
|
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-12- 10.71% |
$442 - $638
|
100
$5.48K
|
|
|
Jan 12, 2024
Q4 2023
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-23- 1.54% |
$847 - $1.22K
|
1.48K
$80.8K
|
|
|
Feb 12, 2024
Q4 2023
|
Inspire Investing, LLC
Meridian, ID |
SELL
|
- |
-24- 0.32% |
$883 - $1.28K
|
7.53K
$413K
|
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-25- 6.08% |
$920 - $1.33K
|
386
$21.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-34- 0.26% |
$1.25K - $1.81K
|
13K
$712K
|
|
|
Jan 30, 2024
Q4 2023
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-36- 0.14% |
$1.33K - $1.91K
|
25.7K
$1.41M
|