Latest Institutional Transactions on Werner Enterprises Inc (WERN)
This table provides information on the latest institutional transactions involving Werner Enterprises Inc (WERN) 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 |
|---|---|---|---|---|---|---|---|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-11.4K- 40.7% |
$466K - $566K
|
16.7K
$650K
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
SELL
|
- |
-94- 61.44% |
$3.82K - $4.65K
|
59
$2.3K
|
|
|
May 05, 2023
Q1 2023
|
Watershed Asset Management, L.L.C.
|
BUY
|
- |
6.45KNew |
$263K - $319K
|
6.45K
$251K
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
3New |
$122 - $148
|
3
$117
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
BUY
|
- |
8+ 19.05% |
$326 - $396
|
50
$1.95K
|
|
|
May 01, 2023
Q1 2023
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
12.3KNew |
$500K - $607K
|
12.3K
$479K
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
7.93KNew |
$323K - $392K
|
7.93K
$309K
|
|
|
Apr 28, 2023
Q1 2023
|
Penobscot Wealth Management
|
SELL
|
- |
-3.19K- 25.02% |
$130K - $158K
|
9.56K
$373K
|
|
|
Apr 20, 2023
Q1 2023
|
Counterpoint Mutual Funds LLC
|
BUY
|
- |
2.25KNew |
$91.5K - $111K
|
2.25K
$87.6K
|
|
| Q4 2022 | |||||||
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-56- 6.78% |
$2.09K - $2.48K
|
770
$30K
|
|
|
Feb 14, 2023
Q4 2022
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
PUT |
50KNew |
$1.86M - $2.22M
|
50K
$1.95M
|
|
|
Feb 14, 2023
Q4 2022
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
21.5KNew |
$802K - $954K
|
21.5K
$839K
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
718KNew |
$26.8M - $31.9M
|
718K
$28M
|
|
|
Feb 14, 2023
Q4 2022
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-70- 0.87% |
$2.61K - $3.1K
|
7.97K
$310K
|
|
|
Feb 14, 2023
Q4 2022
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
BUY
|
- |
26KNew |
$967K - $1.15M
|
26K
$1.01M
|
|
|
Feb 14, 2023
Q4 2022
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
5.4KNew |
$201K - $239K
|
5.4K
$210K
|
|
|
Feb 14, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
5.24KNew |
$195K - $232K
|
5.24K
$204K
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
9.82K+ 3.31% |
$366K - $435K
|
307K
$12M
|
|
|
Feb 14, 2023
Q4 2022
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-12.4K- 99.71% |
$461K - $549K
|
36
$1.4K
|
|
|
Feb 13, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-960- 16.28% |
$35.8K - $42.6K
|
4.94K
$192K
|
|
|
Feb 13, 2023
Q4 2022
|
Gyon Technologies Capital Management, LP
Denville, NJ |
BUY
|
- |
21.1KNew |
$785K - $935K
|
21.1K
$822K
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
82New |
$3.06K - $3.64K
|
82
$3.2K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
40New |
$1.49K - $1.77K
|
40
$1.56K
|
|
|
Feb 06, 2023
Q4 2022
|
Wrapmanager Inc
|
SELL
|
- |
-1.68K- 25.2% |
$62.4K - $74.3K
|
4.97K
$194K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-39- 0.65% |
$1.45K - $1.73K
|
6K
$234K
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
1+ 0.45% |
$37.3 - $44.4
|
225
$8.77K
|
|
|
Feb 03, 2023
Q4 2022
|
Fiducient Advisors LLC
|
BUY
|
- |
8.9KNew |
$332K - $395K
|
8.9K
$347K
|
|
|
Feb 03, 2023
Q4 2022
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
30New |
$1.12K - $1.33K
|
30
$1.17K
|
|
|
Jan 24, 2023
Q4 2022
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
19New |
$708 - $843
|
19
$740
|
|
|
Jan 20, 2023
Q4 2022
|
First Command Advisory Services, Inc.
|
BUY
|
- |
42New |
$1.56K - $1.86K
|
42
$1.64K
|
|
|
Jan 19, 2023
Q4 2022
|
Tsfg, LLC
|
BUY
|
- |
1+ 1.56% |
$37.3 - $44.4
|
65
$2.53K
|
|
|
Jan 11, 2023
Q4 2022
|
Hall Laurie J Trustee
|
SELL
|
- |
-115- 37.1% |
$4.28K - $5.1K
|
195
$7.6K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
9New |
$335 - $399
|
9
$351
|
|
| Q3 2022 | |||||||
|
Sep 21, 2023
Q3 2022
|
Jefferies Group LLC
New York, NY |
SELL
|
- |
-3.16K- 13.43% |
$119K - $142K
|
20.4K
$795K
|
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
35New |
$1.32K - $1.57K
|
35
$1.36K
|
|
|
Nov 14, 2022
Q3 2022
|
Sandbar Asset Management LLP
London, X0 |
BUY
|
- |
56.9KNew |
$2.14M - $2.55M
|
56.9K
$2.22M
|
|
|
Nov 14, 2022
Q3 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-200- 40.73% |
$7.52K - $8.97K
|
291
$11.3K
|
|
|
Nov 14, 2022
Q3 2022
|
Moore Capital Management, LP
New York, NY |
BUY
|
- |
28K+ 34.73% |
$1.05M - $1.26M
|
109K
$4.24M
|
|
|
Nov 14, 2022
Q3 2022
|
Alpha Crest Capital Management LLC
New York, NY |
SELL
|
- |
-14.2K- 36.6% |
$532K - $635K
|
24.5K
$956K
|
|
|
Nov 14, 2022
Q3 2022
|
Virtus Investment Advisers, Inc.
Hartford, CT |
SELL
|
- |
-5.67K- 54.86% |
$213K - $254K
|
4.66K
$182K
|
|
|
Nov 14, 2022
Q3 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-17- 34.0% |
$639 - $762
|
33
$1.29K
|
|
|
Nov 10, 2022
Q3 2022
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
83New |
$3.12K - $3.72K
|
83
$3.23K
|
|
|
Nov 09, 2022
Q3 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
108New |
$4.06K - $4.84K
|
108
$4.21K
|
|
|
Nov 07, 2022
Q3 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
217New |
$8.16K - $9.73K
|
217
$8.46K
|
|
|
Nov 02, 2022
Q3 2022
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-40.3K- 84.87% |
$1.52M - $1.81M
|
7.19K
$280K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
536New |
$20.2K - $24K
|
536
$20.9K
|
|
|
Oct 21, 2022
Q3 2022
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
9.35KNew |
$351K - $419K
|
9.35K
$364K
|
|
|
Oct 18, 2022
Q3 2022
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
10+ 0.3% |
$376 - $448
|
3.39K
$132K
|
|
| Q2 2022 | |||||||
|
Nov 16, 2022
Q2 2022
|
Hallmark Capital Management Inc
|
BUY
|
- |
25New |
$922 - $1.07K
|
25
$974
|
|
|
Sep 16, 2022
Q2 2022
|
Private Trust CO Na
|
BUY
|
- |
730New |
$26.9K - $31.3K
|
730
$28.4K
|
|