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 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
17+ 77.27% |
$687 - $1.22K
|
39
$3.69K
|
|
|
May 06, 2025
Q1 2025
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
16New |
$647 - $1.15K
|
16
$1.51K
|
|
|
May 13, 2025
Q1 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
16New |
$647 - $1.15K
|
16
$1.51K
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
15+ 8.43% |
$606 - $1.08K
|
193
$18.2K
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
12+ 3.79% |
$485 - $864
|
329
$31.1K
|
|
|
Jun 03, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
12New |
$485 - $864
|
12
$1.13K
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
11New |
$445 - $792
|
11
$1.04K
|
|
|
May 08, 2025
Q1 2025
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
10+ 0.18% |
$404 - $720
|
5.52K
$522K
|
|
|
Aug 14, 2025
Q1 2025
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
10New |
$404 - $720
|
10
$945
|
|
|
Aug 26, 2025
Q1 2025
|
Winnow Wealth LLC
Waco, TX |
BUY
|
- |
9New |
$364 - $648
|
9
$851
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
9+ 1.25% |
$364 - $648
|
731
$69.1K
|
|
|
May 12, 2025
Q1 2025
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
9+ 3.44% |
$364 - $648
|
271
$25.6K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
7+ 3.11% |
$283 - $504
|
232
$21.9K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
6+ 0.39% |
$243 - $432
|
1.56K
$148K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
5+ 1.8% |
$202 - $360
|
283
$26.8K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
5+ 4.27% |
$202 - $360
|
122
$11.5K
|
|
|
May 14, 2025
Q1 2025
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
5New |
$202 - $360
|
5
$473
|
|
|
May 16, 2025
Q1 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
5New |
$202 - $360
|
5
$473
|
|
|
May 12, 2025
Q1 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
4New |
$162 - $288
|
4
$378
|
|
|
Apr 24, 2025
Q1 2025
|
West End Advisors, LLC
|
BUY
|
- |
4+ 200.0% |
$162 - $288
|
6
$567
|
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
2+ 0.68% |
$80.9 - $144
|
295
$27.9K
|
|
|
May 12, 2025
Q1 2025
|
Pinpoint Asset Management LTD
Hong Kong, K3 |
BUY
|
- |
1New |
$40.4 - $72
|
1
$94.5
|
|
|
Apr 25, 2025
Q1 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
1+ 2.38% |
$40.4 - $72
|
43
$4.07K
|
|
|
Apr 14, 2025
Q1 2025
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
1New |
$40.4 - $72
|
1
$94.5
|
|
|
Apr 17, 2025
Q1 2025
|
Pflug Koory, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 09, 2025
Q1 2025
|
Belvedere Trading 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
$4.73K
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-1- 14.29% |
$40.4 - $72
|
6
$567
|
|
|
May 05, 2025
Q1 2025
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
SELL
|
- |
-6- 12.0% |
$243 - $432
|
44
$4.16K
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-8- 21.62% |
$323 - $576
|
29
$2.74K
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-8- 72.73% |
$323 - $576
|
3
$284
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
SELL
|
- |
-8- 72.73% |
$323 - $576
|
3
$284
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-9- 24.32% |
$364 - $648
|
28
$2.65K
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-9- 10.47% |
$364 - $648
|
77
$7.28K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-12- 2.75% |
$485 - $864
|
424
$40.1K
|
|
|
Apr 30, 2025
Q1 2025
|
Cromwell Holdings LLC
Jackson, WY |
SELL
|
- |
-12- 1.14% |
$485 - $864
|
1.04K
$98.6K
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-16- 3.16% |
$647 - $1.15K
|
491
$46.4K
|
|
|
Apr 07, 2025
Q1 2025
|
Tompkins Financial Corp
|
SELL
|
- |
-16- 8.0% |
$647 - $1.15K
|
184
$17.4K
|
|
|
May 12, 2025
Q1 2025
|
Addison Advisors LLC
|
SELL
|
- |
-16- 1.33% |
$647 - $1.15K
|
1.18K
$112K
|
|
|
Apr 14, 2025
Q1 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-18- 5.1% |
$728 - $1.3K
|
335
$31.7K
|
|
|
May 15, 2025
Q1 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-19- 14.29% |
$768 - $1.37K
|
114
$10.8K
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-23- 0.32% |
$930 - $1.66K
|
7.14K
$675K
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust CO
|
SELL
|
- |
-29- 56.86% |
$1.17K - $2.09K
|
22
$2.08K
|
|
|
Apr 09, 2025
Q1 2025
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-31- 0.56% |
$1.25K - $2.23K
|
5.49K
$519K
|
|
|
May 06, 2025
Q1 2025
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-35- 1.87% |
$1.42K - $2.52K
|
1.84K
$174K
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-39- 1.3% |
$1.58K - $2.81K
|
2.96K
$280K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
SELL
|
- |
-42- 25.45% |
$1.7K - $3.03K
|
123
$11.6K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-46- 54.76% |
$1.86K - $3.31K
|
38
$3.59K
|
|
|
Apr 29, 2025
Q1 2025
|
Sierra Ocean, LLC
Ripon, CA |
SELL
|
- |
-46- 9.54% |
$1.86K - $3.31K
|
436
$41.2K
|
|
|
Apr 23, 2025
Q1 2025
|
S.A. Mason LLC
|
SELL
|
- |
-50- 6.58% |
$2.02K - $3.6K
|
710
$67.1K
|