Purchases and Sales Made in Q1 2024 in Whirlpool Corp (WHR)
This table provides information about the institutional ownership of Whirlpool Corp (WHR) during Q1 2024. The information is specifically focused on institutions that hold shares of WHIRLPOOL CORP .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 18, 2024
Q1 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
8+ 19.51% |
$825 - $983
|
49
$4.2K
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
7New |
$722 - $860
|
7
$600
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
6+ 27.27% |
$619 - $737
|
28
$2.4K
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
5+ 10.42% |
$516 - $615
|
53
$4.54K
|
|
|
Apr 02, 2024
Q1 2024
|
M&R Capital Management Inc
|
BUY
|
- |
5+ 6.41% |
$516 - $615
|
83
$7.12K
|
|
|
May 14, 2024
Q1 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
4+ 100.0% |
$413 - $492
|
8
$686
|
|
|
May 17, 2024
Q1 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
4+ 1.83% |
$413 - $492
|
222
$19K
|
|
|
May 10, 2024
Q1 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
3+ 2.8% |
$309 - $369
|
110
$9.43K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3+ 0.77% |
$309 - $369
|
391
$33.5K
|
|
|
Apr 23, 2024
Q1 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
3+ 1.09% |
$309 - $369
|
277
$23.7K
|
|
|
May 13, 2024
Q1 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
2New |
$206 - $246
|
2
$171
|
|
|
Apr 15, 2024
Q1 2024
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
2+ 40.0% |
$206 - $246
|
7
$600
|
|
|
May 09, 2024
Q1 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
2+ 50.0% |
$206 - $246
|
6
$514
|
|
|
Apr 30, 2024
Q1 2024
|
Tfc Financial Management
|
BUY
|
- |
1New |
$103 - $123
|
1
$85.7
|
|
|
May 13, 2024
Q1 2024
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
1+ 2.38% |
$103 - $123
|
43
$3.69K
|
|
|
Apr 30, 2024
Q1 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1+ 0.23% |
$103 - $123
|
438
$37.6K
|
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-3- 75.0% |
$309 - $369
|
1
$85.7
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
SELL
|
- |
-3- 1.06% |
$309 - $369
|
279
$23.9K
|
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-7- 4.64% |
$722 - $860
|
144
$12.3K
|
|
|
May 08, 2024
Q1 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-8- 42.11% |
$825 - $983
|
11
$943
|
|
|
May 14, 2024
Q1 2024
|
Keybank National Association
|
SELL
|
- |
-14- 0.4% |
$1.44K - $1.72K
|
3.5K
$300K
|
|
|
Apr 22, 2024
Q1 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-15- 0.23% |
$1.55K - $1.84K
|
6.54K
$561K
|
|
|
May 01, 2024
Q1 2024
|
Seelaus Asset Management LLC
|
SELL
|
- |
-25- 0.94% |
$2.58K - $3.07K
|
2.65K
$227K
|
|
|
Apr 18, 2024
Q1 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-29- 85.29% |
$2.99K - $3.56K
|
5
$429
|
|
|
May 10, 2024
Q1 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-31- 1.84% |
$3.2K - $3.81K
|
1.66K
$142K
|
|
|
May 13, 2024
Q1 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-33- 26.83% |
$3.4K - $4.06K
|
90
$7.72K
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
SELL
|
- |
-38- 45.78% |
$3.92K - $4.67K
|
45
$3.86K
|
|
|
Apr 30, 2024
Q1 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-41- 0.65% |
$4.23K - $5.04K
|
6.25K
$536K
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-44- 16.67% |
$4.54K - $5.41K
|
220
$18.9K
|
|
|
May 13, 2024
Q1 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-44- 4.54% |
$4.54K - $5.41K
|
925
$79.3K
|
|
|
May 13, 2024
Q1 2024
|
Twin Capital Management Inc
|
SELL
|
- |
-44- 0.81% |
$4.54K - $5.41K
|
5.39K
$462K
|
|
|
Jun 20, 2024
Q1 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-50- 1.09% |
$5.16K - $6.15K
|
4.54K
$389K
|
|
|
May 08, 2024
Q1 2024
|
Independent Advisor Alliance
|
SELL
|
- |
-52- 2.05% |
$5.36K - $6.39K
|
2.48K
$213K
|
|
|
Apr 23, 2024
Q1 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-54- 73.97% |
$5.57K - $6.64K
|
19
$1.63K
|
|
|
May 08, 2024
Q1 2024
|
Pro Share Advisors LLC
|
SELL
|
- |
-54- 0.37% |
$5.57K - $6.64K
|
14.4K
$1.23M
|
|
|
Apr 17, 2024
Q1 2024
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-56- 0.97% |
$5.78K - $6.88K
|
5.71K
$490K
|
|
|
Apr 24, 2024
Q1 2024
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-59- 1.84% |
$6.08K - $7.25K
|
3.14K
$269K
|
|
|
May 03, 2024
Q1 2024
|
Trust CO Of Vermont
|
SELL
|
- |
-70- 50.36% |
$7.22K - $8.6K
|
69
$5.92K
|
|
|
Jul 25, 2024
Q1 2024
|
My Legacy Advisors, LLC
|
SELL
|
- |
-75- 3.15% |
$7.73K - $9.22K
|
2.31K
$198K
|
|
|
May 14, 2024
Q1 2024
|
Rodgers Brothers Inc.
Harmony, PA |
SELL
|
- |
-85- 4.83% |
$8.77K - $10.4K
|
1.68K
$144K
|
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-87- 10.39% |
$8.97K - $10.7K
|
750
$64.3K
|
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-89- 16.51% |
$9.18K - $10.9K
|
450
$38.6K
|
|
|
Apr 22, 2024
Q1 2024
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-90- 5.82% |
$9.28K - $11.1K
|
1.46K
$125K
|
|
|
May 15, 2025
Q1 2024
|
Rakuten Investment Management, Inc.
Tokyo, M0 |
SELL
|
- |
-96Closed |
$9.9K - $11.8K
|
0
$0
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-100- 35.71% |
$10.3K - $12.3K
|
180
$15.4K
|
|
|
May 15, 2024
Q1 2024
|
Clarity Asset Management, Inc.
Ames, IA |
SELL
|
- |
-110- 72.37% |
$11.3K - $13.5K
|
42
$3.6K
|
|
|
May 07, 2024
Q1 2024
|
River & Mercantile Asset Management LLP
London, X0 |
SELL
|
- |
-116- 1.12% |
$12K - $14.3K
|
10.3K
$880K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-118- 75.64% |
$12.2K - $14.5K
|
38
$3.26K
|
|
|
May 07, 2024
Q1 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-120- 2.14% |
$12.4K - $14.7K
|
5.5K
$471K
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-126- 33.16% |
$13K - $15.5K
|
254
$21.8K
|