Latest Institutional Transactions on Welbilt, Inc. (WBT)
This table provides information on the latest institutional transactions involving Welbilt, Inc. (WBT) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2019
Q2 2019
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
6.3K+ 30.17% |
$96.2K - $109K
|
27.2K
$0
|
|
|
Aug 14, 2019
Q2 2019
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
150New |
$2.29K - $2.59K
|
150
$0
|
|
|
Aug 14, 2019
Q2 2019
|
Blue Crest Capital Management LTD
St Helier, Y9 |
SELL
|
- |
-67.7KClosed |
$1.03M - $1.17M
|
0
$0
|
|
|
Aug 14, 2019
Q2 2019
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.19KClosed |
$18.2K - $20.6K
|
0
$0
|
|
|
Aug 14, 2019
Q2 2019
|
Zebra Capital Management LLC
Stamford, CT |
SELL
|
- |
-13.9KClosed |
$212K - $240K
|
0
$0
|
|
|
Aug 13, 2019
Q2 2019
|
Caption Management, LLC
Oklahoma City, OK |
SELL
|
PUT |
-56KClosed |
$855K - $967K
|
0
$0
|
|
|
Aug 13, 2019
Q2 2019
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-333Closed |
$5.08K - $5.75K
|
0
$0
|
|
|
Aug 12, 2019
Q2 2019
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-500Closed |
$7.64K - $8.64K
|
0
$0
|
|
|
Aug 12, 2019
Q2 2019
|
Prw Wealth Management LLC
|
SELL
|
- |
-55Closed |
$840 - $950
|
0
$0
|
|
|
Aug 08, 2019
Q2 2019
|
Valley National Advisers Inc
|
SELL
|
- |
-197Closed |
$3.01K - $3.4K
|
0
$0
|
|
|
Aug 07, 2019
Q2 2019
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-263Closed |
$4.02K - $4.54K
|
0
$0
|
|
|
Aug 07, 2019
Q2 2019
|
Omnia Family Wealth, LLC
|
SELL
|
- |
-61Closed |
$931 - $1.05K
|
0
$0
|
|
|
Aug 07, 2019
Q2 2019
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-850Closed |
$13K - $14.7K
|
0
$0
|
|
|
Aug 07, 2019
Q2 2019
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-58Closed |
$886 - $1K
|
0
$0
|
|
|
Aug 06, 2019
Q2 2019
|
Paragon Capital Management LLC
Overland Park, KS |
SELL
|
- |
-81Closed |
$1.24K - $1.4K
|
0
$0
|
|
|
Jul 30, 2019
Q2 2019
|
Ninety One Sa (Pty) LTD
Cape Town, T3 |
SELL
|
- |
-65.3KClosed |
$997K - $1.13M
|
0
$0
|
|
|
Jul 26, 2019
Q2 2019
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-94Closed |
$1.44K - $1.62K
|
0
$0
|
|
|
Jul 19, 2019
Q2 2019
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-600Closed |
$9.16K - $10.4K
|
0
$0
|
|
|
Jul 10, 2019
Q2 2019
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-650Closed |
$9.93K - $11.2K
|
0
$0
|
|
|
Jul 09, 2019
Q2 2019
|
Efg Asset Management (Americas) Corp.
|
SELL
|
- |
-13.4KClosed |
$204K - $231K
|
0
$0
|
|
| Q1 2019 | |||||||
|
May 16, 2019
Q1 2019
|
Jane Street Group, LLC
New York, NY |
SELL
|
PUT |
-13.9KClosed |
$153K - $228K
|
0
$0
|
|
|
May 15, 2019
Q1 2019
|
Select Equity Group, L.P.
New York, NY |
SELL
|
CALL |
-1.74M- 73.28% |
$19.2M - $28.6M
|
636K
$0
|
|
|
May 15, 2019
Q1 2019
|
Clearline Capital LP
New York, NY |
SELL
|
- |
-94.5KClosed |
$1.04M - $1.55M
|
0
$0
|
|
|
May 15, 2019
Q1 2019
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-111KClosed |
$1.22M - $1.81M
|
0
$0
|
|
|
May 15, 2019
Q1 2019
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-24.2KClosed |
$266K - $397K
|
0
$0
|
|
|
May 15, 2019
Q1 2019
|
Claybrook Capital, LLC
|
SELL
|
- |
-900Closed |
$9.89K - $14.7K
|
0
$0
|
|
|
May 14, 2019
Q1 2019
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-124KClosed |
$1.36M - $2.03M
|
0
$0
|
|
|
May 14, 2019
Q1 2019
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
26.4KNew |
$290K - $432K
|
26.4K
$0
|
|
|
May 13, 2019
Q1 2019
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-1.05MClosed |
$11.5M - $17.2M
|
0
$0
|
|
|
May 13, 2019
Q1 2019
|
Doyle Wealth Management
St. Petersburg, FL |
SELL
|
- |
-91Closed |
$1K - $1.49K
|
0
$0
|
|
|
May 10, 2019
Q1 2019
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-73Closed |
$802 - $1.2K
|
0
$0
|
|
|
May 09, 2019
Q1 2019
|
Well Done, LLC
|
SELL
|
- |
-900Closed |
$9.89K - $14.7K
|
0
$0
|
|
|
May 08, 2019
Q1 2019
|
Keybank National Association
|
SELL
|
- |
-32.9KClosed |
$361K - $539K
|
0
$0
|
|
|
May 07, 2019
Q1 2019
|
Global Retirement Partners, LLC
|
SELL
|
- |
-114Closed |
$1.25K - $1.87K
|
0
$0
|
|
|
May 03, 2019
Q1 2019
|
Enlightenment Research, LLC
Saddle Brook, NJ |
SELL
|
- |
-1.2KClosed |
$13.2K - $19.7K
|
0
$0
|
|
|
Apr 24, 2019
Q1 2019
|
Field & Main Bank
|
SELL
|
- |
-700Closed |
$7.69K - $11.5K
|
0
$0
|
|
|
Apr 23, 2019
Q1 2019
|
Hudock, Inc.
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Apr 09, 2019
Q1 2019
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-56Closed |
$615 - $917
|
0
$0
|
|
|
Apr 08, 2019
Q1 2019
|
Triangle Securities Wealth Management
|
BUY
|
- |
4.34KNew |
$47.7K - $71.1K
|
4.34K
$0
|
|
|
Apr 02, 2019
Q1 2019
|
First Hawaiian Bank
|
SELL
|
- |
-2.77KClosed |
$30.5K - $45.4K
|
0
$0
|
|
| Q4 2018 | |||||||
|
Feb 14, 2019
Q4 2018
|
Stone Run Capital, LLC
New York, NY |
SELL
|
- |
-135KClosed |
$1.46M - $2.76M
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-1.15KClosed |
$12.4K - $23.6K
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
High Vista Strategies LLC
Boston, MA |
SELL
|
- |
-45.2KClosed |
$489K - $927K
|
0
$0
|
|
|
Feb 13, 2019
Q4 2018
|
Axa S.A.
Paris, I0 |
SELL
|
- |
-256KClosed |
$2.77M - $5.25M
|
0
$0
|
|
|
Feb 13, 2019
Q4 2018
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-4.46KClosed |
$48.3K - $91.4K
|
0
$0
|
|
|
Feb 13, 2019
Q4 2018
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-36.7KClosed |
$397K - $752K
|
0
$0
|
|
|
Feb 12, 2019
Q4 2018
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-1.36MClosed |
$14.8M - $27.9M
|
0
$0
|
|
|
Feb 12, 2019
Q4 2018
|
Artemis Investment Management LLP
|
SELL
|
- |
-740KClosed |
$8.01M - $15.2M
|
0
$0
|
|
|
Feb 07, 2019
Q4 2018
|
Csenge Advisory Group
|
SELL
|
- |
-100Closed |
$1.08K - $2.05K
|
0
$0
|
|
|
Feb 06, 2019
Q4 2018
|
Telemus Capital, LLC
|
SELL
|
- |
-140KClosed |
$1.52M - $2.88M
|
0
$0
|
|