Purchases and Sales Made in Q1 2025 in Western Digital Corp (WDC)
This table provides information about the institutional ownership of Western Digital Corp (WDC) during Q1 2025. The information is specifically focused on institutions that hold shares of WESTERN DIGITAL CORP.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
26+ 65.0% |
$1.05K - $1.87K
|
66
$2.97K
|
|
|
May 08, 2025
Q1 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
23+ 69.7% |
$930 - $1.66K
|
56
$2.52K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
23+ 230.0% |
$930 - $1.66K
|
33
$1.49K
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
20+ 18.87% |
$809 - $1.44K
|
126
$5.67K
|
|
|
Apr 22, 2025
Q1 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
19New |
$768 - $1.37K
|
19
$856
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
19+ 0.37% |
$768 - $1.37K
|
5.17K
$233K
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
17+ 77.27% |
$687 - $1.22K
|
39
$1.76K
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
17+ 9.5% |
$687 - $1.22K
|
196
$8.83K
|
|
|
May 06, 2025
Q1 2025
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
16New |
$647 - $1.15K
|
16
$720
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
15+ 8.43% |
$606 - $1.08K
|
193
$8.69K
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
12+ 3.79% |
$485 - $864
|
329
$14.8K
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
11New |
$445 - $792
|
11
$495
|
|
|
May 08, 2025
Q1 2025
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
10+ 0.18% |
$404 - $720
|
5.52K
$248K
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
9+ 1.25% |
$364 - $648
|
731
$32.9K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
7+ 3.11% |
$283 - $504
|
232
$10.4K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
5+ 4.27% |
$202 - $360
|
122
$5.49K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
5+ 1.8% |
$202 - $360
|
283
$12.7K
|
|
|
Apr 24, 2025
Q1 2025
|
West End Advisors, LLC
|
BUY
|
- |
4+ 200.0% |
$162 - $288
|
6
$270
|
|
|
Apr 14, 2025
Q1 2025
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
1New |
$40.4 - $72
|
1
$45
|
|
|
Apr 25, 2025
Q1 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
1+ 2.38% |
$40.4 - $72
|
43
$1.94K
|
|
|
Apr 17, 2025
Q1 2025
|
Pflug Koory, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-1- 1.96% |
$40.4 - $72
|
50
$2.25K
|
|
|
May 05, 2025
Q1 2025
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
SELL
|
- |
-6- 12.0% |
$243 - $432
|
44
$1.98K
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
SELL
|
- |
-8- 72.73% |
$323 - $576
|
3
$135
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-8- 21.62% |
$323 - $576
|
29
$1.31K
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-8- 72.73% |
$323 - $576
|
3
$135
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-9- 24.32% |
$364 - $648
|
28
$1.26K
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-9- 10.47% |
$364 - $648
|
77
$3.47K
|
|
|
Apr 30, 2025
Q1 2025
|
Cromwell Holdings LLC
Jackson, WY |
SELL
|
- |
-12- 1.14% |
$485 - $864
|
1.04K
$47K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-12- 2.75% |
$485 - $864
|
424
$19.1K
|
|
|
Apr 07, 2025
Q1 2025
|
Tompkins Financial Corp
|
SELL
|
- |
-16- 8.0% |
$647 - $1.15K
|
184
$8.29K
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-16- 3.16% |
$647 - $1.15K
|
491
$22.1K
|
|
|
Apr 14, 2025
Q1 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-18- 5.1% |
$728 - $1.3K
|
335
$15.1K
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust CO
|
SELL
|
- |
-29- 56.86% |
$1.17K - $2.09K
|
22
$991
|
|
|
Apr 09, 2025
Q1 2025
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-31- 0.56% |
$1.25K - $2.23K
|
5.49K
$247K
|
|
|
May 06, 2025
Q1 2025
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-35- 1.87% |
$1.42K - $2.52K
|
1.84K
$82.9K
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-39- 1.3% |
$1.58K - $2.81K
|
2.96K
$133K
|
|
|
Apr 29, 2025
Q1 2025
|
Sierra Ocean, LLC
Ripon, CA |
SELL
|
- |
-46- 9.54% |
$1.86K - $3.31K
|
436
$19.6K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-46- 54.76% |
$1.86K - $3.31K
|
38
$1.71K
|
|
|
Apr 23, 2025
Q1 2025
|
S.A. Mason LLC
|
SELL
|
- |
-50- 6.58% |
$2.02K - $3.6K
|
710
$32K
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
SELL
|
- |
-51- 13.49% |
$2.06K - $3.67K
|
327
$14.7K
|
|
|
May 02, 2025
Q1 2025
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-64- 1.3% |
$2.59K - $4.61K
|
4.85K
$218K
|
|
|
Apr 21, 2025
Q1 2025
|
Retirement Systems Of Alabama
|
SELL
|
- |
-105- 0.14% |
$4.25K - $7.56K
|
74.7K
$3.37M
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
SELL
|
- |
-107- 12.04% |
$4.33K - $7.71K
|
782
$35.2K
|
|
|
May 02, 2025
Q1 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-111- 36.04% |
$4.49K - $8K
|
197
$8.87K
|
|
|
Apr 25, 2025
Q1 2025
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-119- 10.48% |
$4.81K - $8.57K
|
1.02K
$45.8K
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-128- 77.58% |
$5.18K - $9.22K
|
37
$1.67K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-139- 85.28% |
$5.62K - $10K
|
24
$1.08K
|
|
|
Apr 14, 2025
Q1 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-140- 0.3% |
$5.66K - $10.1K
|
46.5K
$2.09M
|
|
|
May 06, 2025
Q1 2025
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-140- 0.37% |
$5.66K - $10.1K
|
37.5K
$1.69M
|