Purchases and Sales Made in Q2 2023 in Whirlpool Corp (WHR)
This table provides information about the institutional ownership of Whirlpool Corp (WHR) during Q2 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2023
Q2 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
5+ 1.2% |
$637 - $747
|
421
$42.3K
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
5+ 83.33% |
$637 - $747
|
11
$1.1K
|
|
|
Aug 11, 2023
Q2 2023
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
5+ 0.23% |
$637 - $747
|
2.21K
$221K
|
|
|
Jul 24, 2023
Q2 2023
|
Lafayette Investments, Inc.
|
BUY
|
- |
3+ 0.03% |
$382 - $448
|
9.52K
$956K
|
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
3+ 0.09% |
$382 - $448
|
3.25K
$326K
|
|
|
Jul 05, 2023
Q2 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
3+ 1.43% |
$382 - $448
|
213
$21.4K
|
|
|
Aug 09, 2023
Q2 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
3New |
$382 - $448
|
3
$301
|
|
|
Jul 24, 2023
Q2 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
2New |
$255 - $299
|
2
$201
|
|
|
Jul 18, 2023
Q2 2023
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
2+ 0.12% |
$255 - $299
|
1.74K
$174K
|
|
|
Aug 02, 2023
Q2 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
2+ 0.46% |
$255 - $299
|
437
$43.9K
|
|
|
Jul 13, 2023
Q2 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
2+ 33.33% |
$255 - $299
|
8
$803
|
|
|
Aug 16, 2023
Q2 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
2+ 0.93% |
$255 - $299
|
218
$21.9K
|
|
|
Aug 15, 2023
Q2 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
2+ 100.0% |
$255 - $299
|
4
$402
|
|
|
Aug 08, 2024
Q2 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1+ 33.33% |
$127 - $149
|
4
$402
|
|
|
Aug 08, 2023
Q2 2023
|
Glassman Wealth Services
|
BUY
|
- |
1+ 3.85% |
$127 - $149
|
27
$2.71K
|
|
|
Jul 06, 2023
Q2 2023
|
Piershale Financial Group, Inc.
|
BUY
|
- |
1+ 1.59% |
$127 - $149
|
64
$6.42K
|
|
|
Jul 10, 2023
Q2 2023
|
Quent Capital, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jun 14, 2024
Q2 2023
|
Quent Capital, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 14, 2023
Q2 2023
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-1- 33.33% |
$127 - $149
|
2
$201
|
|
|
Aug 11, 2023
Q2 2023
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-1- 0.03% |
$127 - $149
|
3.24K
$325K
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
SELL
|
- |
-1- 9.09% |
$127 - $149
|
10
$1K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-2- 20.0% |
$255 - $299
|
8
$803
|
|
|
Aug 01, 2023
Q2 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-2- 5.26% |
$255 - $299
|
36
$3.61K
|
|
|
Aug 07, 2023
Q2 2023
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-3- 1.1% |
$382 - $448
|
269
$27K
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
SELL
|
- |
-4- 0.88% |
$510 - $598
|
453
$45.5K
|
|
|
Aug 21, 2023
Q2 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-4- 26.67% |
$510 - $598
|
11
$1.1K
|
|
|
Aug 03, 2023
Q2 2023
|
Mv Capital Management, Inc.
|
SELL
|
- |
-4- 0.77% |
$510 - $598
|
513
$51.5K
|
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-5- 4.81% |
$637 - $747
|
99
$9.94K
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-6- 1.3% |
$765 - $897
|
456
$45.8K
|
|
|
Aug 16, 2024
Q2 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-6- 5.36% |
$765 - $897
|
106
$10.6K
|
|
|
Aug 14, 2023
Q2 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-9- 0.37% |
$1.15K - $1.35K
|
2.43K
$244K
|
|
|
Aug 03, 2023
Q2 2023
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-12- 0.66% |
$1.53K - $1.79K
|
1.8K
$180K
|
|
|
Aug 07, 2023
Q2 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-14- 30.43% |
$1.78K - $2.09K
|
32
$3.21K
|
|
|
Nov 13, 2023
Q2 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-18- 11.04% |
$2.29K - $2.69K
|
145
$14.6K
|
|
|
Jul 17, 2024
Q2 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-19Closed |
$2.42K - $2.84K
|
0
$0
|
|
|
Aug 15, 2023
Q2 2023
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-21- 1.62% |
$2.68K - $3.14K
|
1.27K
$128K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-22- 2.56% |
$2.8K - $3.29K
|
837
$84K
|
|
|
Aug 14, 2023
Q2 2023
|
Investors Research Corp
|
SELL
|
- |
-25- 0.71% |
$3.19K - $3.74K
|
3.48K
$349K
|
|
|
Jul 10, 2023
Q2 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-26- 92.86% |
$3.31K - $3.89K
|
2
$201
|
|
|
Jul 27, 2023
Q2 2023
|
Gam Holding Ag
|
SELL
|
- |
-27- 0.14% |
$3.44K - $4.04K
|
19.2K
$1.93M
|
|
|
May 15, 2024
Q2 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-29Closed |
$3.7K - $4.33K
|
0
$0
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-34- 5.72% |
$4.33K - $5.08K
|
560
$56.2K
|
|
|
Jul 28, 2023
Q2 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-37- 1.58% |
$4.72K - $5.53K
|
2.31K
$232K
|
|
|
Jul 27, 2023
Q2 2023
|
Rockland Trust CO
|
SELL
|
- |
-46- 0.83% |
$5.86K - $6.88K
|
5.5K
$553K
|
|
|
Aug 10, 2023
Q2 2023
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-49- 47.57% |
$6.25K - $7.32K
|
54
$5.42K
|
|
|
Jul 27, 2023
Q2 2023
|
Scott & Selber, Inc.
|
SELL
|
- |
-50- 0.69% |
$6.37K - $7.47K
|
7.19K
$722K
|
|
|
Jul 21, 2023
Q2 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-50- 3.04% |
$6.37K - $7.47K
|
1.6K
$160K
|
|
|
Aug 10, 2023
Q2 2023
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-50- 2.51% |
$6.37K - $7.47K
|
1.94K
$195K
|
|
|
Aug 11, 2023
Q2 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-50- 20.41% |
$6.37K - $7.47K
|
195
$19.6K
|
|
|
Aug 10, 2023
Q2 2023
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-51- 2.09% |
$6.5K - $7.62K
|
2.39K
$240K
|