Purchases and Sales Made in Q3 2023 in Western Digital Corp (WDC)
This table provides information about the institutional ownership of Western Digital Corp (WDC) during Q3 2023. 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 |
---|---|---|---|---|---|---|---|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
62+ 20.39% |
$2.32K - $2.85K
|
366
$25.1K
|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
61+ 65.59% |
$2.28K - $2.8K
|
154
$10.6K
|
|
Oct 31, 2023
Q3 2023
|
Byrne Asset Management LLC
|
BUY
|
- |
60New |
$2.24K - $2.76K
|
60
$4.12K
|
|
Nov 13, 2023
Q3 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
51+ 5.26% |
$1.91K - $2.34K
|
1.02K
$70K
|
|
Nov 14, 2023
Q3 2023
|
Rogco, LP
Claremore, OK |
BUY
|
- |
50New |
$1.87K - $2.3K
|
50
$3.43K
|
|
Oct 25, 2023
Q3 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
49+ 21.49% |
$1.83K - $2.25K
|
277
$19K
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
44+ 14.52% |
$1.64K - $2.02K
|
347
$23.8K
|
|
Nov 14, 2023
Q3 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
42+ 0.67% |
$1.57K - $1.93K
|
6.32K
$434K
|
|
Nov 07, 2023
Q3 2023
|
Addison Advisors LLC
|
BUY
|
- |
39+ 3.78% |
$1.46K - $1.79K
|
1.07K
$73.5K
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
36+ 18.0% |
$1.34K - $1.65K
|
236
$16.2K
|
|
Nov 02, 2023
Q3 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
29+ 22.83% |
$1.08K - $1.33K
|
156
$10.7K
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
26New |
$971 - $1.19K
|
26
$1.78K
|
|
Nov 13, 2023
Q3 2023
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
25New |
$934 - $1.15K
|
25
$1.72K
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
23+ 0.24% |
$859 - $1.06K
|
9.57K
$657K
|
|
Nov 07, 2023
Q3 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
21+ 7.87% |
$785 - $965
|
288
$19.8K
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
BUY
|
- |
21+ 3.25% |
$785 - $965
|
667
$45.8K
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
20+ 10.31% |
$747 - $919
|
214
$14.7K
|
|
Nov 14, 2023
Q3 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
20+ 76.92% |
$747 - $919
|
46
$3.16K
|
|
Oct 11, 2023
Q3 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
19New |
$710 - $873
|
19
$1.3K
|
|
Nov 16, 2023
Q3 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
17New |
$635 - $781
|
17
$1.17K
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
13New |
$486 - $597
|
13
$892
|
|
Oct 26, 2023
Q3 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
12New |
$448 - $552
|
12
$824
|
|
Oct 20, 2023
Q3 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
11New |
$411 - $506
|
11
$755
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
BUY
|
- |
10New |
$374 - $460
|
10
$686
|
|
Nov 13, 2023
Q3 2023
|
Glassman Wealth Services
|
BUY
|
- |
8+ 2.03% |
$299 - $368
|
403
$27.7K
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
7+ 0.07% |
$262 - $322
|
10.1K
$693K
|
|
Oct 17, 2023
Q3 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
6+ 13.33% |
$224 - $276
|
51
$3.5K
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
5+ 0.04% |
$187 - $230
|
14.1K
$965K
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
5+ 2.0% |
$187 - $230
|
255
$17.5K
|
|
Nov 09, 2023
Q3 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
5+ 4.07% |
$187 - $230
|
128
$8.78K
|
|
Nov 08, 2023
Q3 2023
|
Crewe Advisors LLC
|
BUY
|
- |
3+ 60.0% |
$112 - $138
|
8
$549
|
|
Dec 01, 2023
Q3 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
3New |
$112 - $138
|
3
$206
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
3+ 0.52% |
$112 - $138
|
575
$39.5K
|
|
Oct 19, 2023
Q3 2023
|
West End Advisors, LLC
|
BUY
|
- |
2New |
$74.7 - $91.9
|
2
$137
|
|
Nov 13, 2023
Q3 2023
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
1+ 16.67% |
$37.4 - $46
|
7
$480
|
|
Oct 10, 2023
Q3 2023
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 26, 2024
Q3 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
Oct 30, 2023
Q3 2023
|
Pflug Koory, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 11, 2023
Q3 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-3- 6.0% |
$112 - $138
|
47
$3.23K
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
SELL
|
- |
-3- 2.42% |
$112 - $138
|
121
$8.3K
|
|
Oct 30, 2023
Q3 2023
|
Bogart Wealth, LLC
|
SELL
|
- |
-5- 2.72% |
$187 - $230
|
179
$12.3K
|
|
Nov 03, 2023
Q3 2023
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-10- 0.66% |
$374 - $460
|
1.5K
$103K
|
|
Nov 14, 2023
Q3 2023
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-13- 32.5% |
$486 - $597
|
27
$1.85K
|
|
Nov 07, 2023
Q3 2023
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-13- 3.49% |
$486 - $597
|
359
$24.6K
|
|
Aug 08, 2024
Q3 2023
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-14- 11.97% |
$523 - $643
|
103
$7.07K
|
|
Nov 15, 2023
Q3 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-18- 46.15% |
$672 - $827
|
21
$1.44K
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-22- 0.16% |
$822 - $1.01K
|
13.7K
$941K
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-26- 3.34% |
$971 - $1.19K
|
752
$51.6K
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-27- 13.43% |
$1.01K - $1.24K
|
174
$11.9K
|
|
Nov 14, 2023
Q3 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-27- 29.67% |
$1.01K - $1.24K
|
64
$4.39K
|