Purchases and Sales Made in Q4 2024 in Western Digital Corp (WDC)
This table provides information about the institutional ownership of Western Digital Corp (WDC) during Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 28, 2025
Q4 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
29New |
$1.73K - $2.13K
|
29
$1.31K
|
|
|
Feb 05, 2025
Q4 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
29+ 19.08% |
$1.73K - $2.13K
|
181
$8.15K
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
28New |
$1.67K - $2.06K
|
28
$1.26K
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
28+ 311.11% |
$1.67K - $2.06K
|
37
$1.67K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
26+ 1.9% |
$1.55K - $1.91K
|
1.39K
$62.8K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
24New |
$1.43K - $1.76K
|
24
$1.08K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
24+ 1.85% |
$1.43K - $1.76K
|
1.32K
$59.5K
|
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
22New |
$1.31K - $1.62K
|
22
$991
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
22New |
$1.31K - $1.62K
|
22
$991
|
|
|
Feb 11, 2025
Q4 2024
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
21+ 8.71% |
$1.25K - $1.54K
|
262
$11.8K
|
|
|
Feb 04, 2025
Q4 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
20New |
$1.19K - $1.47K
|
20
$901
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
BUY
|
- |
19New |
$1.13K - $1.4K
|
19
$856
|
|
|
Feb 14, 2025
Q4 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
19+ 28.36% |
$1.13K - $1.4K
|
86
$3.87K
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
18New |
$1.07K - $1.32K
|
18
$811
|
|
|
Feb 14, 2025
Q4 2024
|
Navigoe, LLC
Redondo Beach, CA |
BUY
|
- |
18New |
$1.07K - $1.32K
|
18
$811
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
17New |
$1.01K - $1.25K
|
17
$766
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
15New |
$894 - $1.1K
|
15
$675
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
14New |
$835 - $1.03K
|
14
$630
|
|
|
Feb 10, 2025
Q4 2024
|
Mascoma Wealth Management LLC
|
BUY
|
- |
13New |
$775 - $955
|
13
$585
|
|
|
Apr 11, 2025
Q4 2024
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
11New |
$656 - $808
|
11
$495
|
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
11New |
$656 - $808
|
11
$495
|
|
|
Jan 24, 2025
Q4 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
10+ 21.28% |
$596 - $734
|
57
$2.57K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
10New |
$596 - $734
|
10
$450
|
|
|
Feb 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
9+ 7.26% |
$537 - $661
|
133
$5.99K
|
|
|
Feb 11, 2025
Q4 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
9+ 3.24% |
$537 - $661
|
287
$12.9K
|
|
|
Jan 27, 2025
Q4 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
9+ 3.01% |
$537 - $661
|
308
$13.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
8New |
$477 - $587
|
8
$360
|
|
|
Feb 12, 2025
Q4 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
7New |
$417 - $514
|
7
$315
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
7New |
$417 - $514
|
7
$315
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
7New |
$417 - $514
|
7
$315
|
|
|
Feb 07, 2025
Q4 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
6New |
$358 - $441
|
6
$270
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
5+ 14.29% |
$298 - $367
|
40
$1.8K
|
|
|
Jan 22, 2025
Q4 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
4+ 10.53% |
$238 - $294
|
42
$1.89K
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
4New |
$238 - $294
|
4
$180
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
3+ 0.45% |
$179 - $220
|
669
$30.1K
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
3New |
$179 - $220
|
3
$135
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
2New |
$119 - $147
|
2
$90.1
|
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
2+ 40.0% |
$119 - $147
|
7
$315
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1+ 0.12% |
$59.6 - $73.4
|
836
$37.6K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1New |
$59.6 - $73.4
|
1
$45
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
1+ 0.14% |
$59.6 - $73.4
|
722
$32.5K
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
1New |
$59.6 - $73.4
|
1
$45
|
|
|
Mar 04, 2025
Q4 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Jan 21, 2025
Q4 2024
|
Pflug Koory, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-1- 0.02% |
$59.6 - $73.4
|
5.15K
$232K
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-4- 0.12% |
$238 - $294
|
3.39K
$153K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-4- 2.86% |
$238 - $294
|
136
$6.12K
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-6- 5.36% |
$358 - $441
|
106
$4.77K
|
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
SELL
|
- |
-7- 4.07% |
$417 - $514
|
165
$7.43K
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-7- 13.46% |
$417 - $514
|
45
$2.03K
|