Purchases and Sales Made in Q3 2023 in Whirlpool Corp (WHR)
This table provides information about the institutional ownership of Whirlpool Corp (WHR) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 27, 2023
Q3 2023
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
52+ 0.88% |
$6.77K - $8.22K
|
5.99K
$601K
|
|
|
Oct 11, 2023
Q3 2023
|
Zhang Financial LLC
|
BUY
|
- |
46+ 2.3% |
$5.99K - $7.27K
|
2.05K
$205K
|
|
|
Nov 13, 2023
Q3 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
46+ 1.47% |
$5.99K - $7.27K
|
3.17K
$318K
|
|
|
Nov 15, 2023
Q3 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
45New |
$5.86K - $7.11K
|
45
$4.52K
|
|
|
Nov 13, 2023
Q3 2023
|
Valley National Advisers Inc
|
BUY
|
- |
41+ 273.33% |
$5.34K - $6.48K
|
56
$5.62K
|
|
|
Nov 13, 2023
Q3 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
40+ 0.98% |
$5.21K - $6.32K
|
4.12K
$414K
|
|
|
Oct 26, 2023
Q3 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
40New |
$5.21K - $6.32K
|
40
$4.02K
|
|
|
Oct 12, 2023
Q3 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
36+ 1.83% |
$4.69K - $5.69K
|
2K
$201K
|
|
|
Nov 14, 2023
Q3 2023
|
Putnam Investments LLC
Boston, MA |
BUY
|
- |
36+ 1.79% |
$4.69K - $5.69K
|
2.05K
$206K
|
|
|
Nov 13, 2023
Q3 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
35+ 5.36% |
$4.56K - $5.53K
|
688
$69.1K
|
|
|
Nov 14, 2023
Q3 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
33+ 1.27% |
$4.29K - $5.21K
|
2.64K
$265K
|
|
|
Oct 18, 2023
Q3 2023
|
Umb Bank, N.A.
|
BUY
|
- |
33+ 2.9% |
$4.29K - $5.21K
|
1.17K
$117K
|
|
|
Nov 02, 2023
Q3 2023
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
31+ 0.05% |
$4.03K - $4.9K
|
62.8K
$6.3M
|
|
|
Oct 10, 2023
Q3 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
30New |
$3.9K - $4.74K
|
30
$3.01K
|
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
30+ 0.7% |
$3.9K - $4.74K
|
4.3K
$432K
|
|
|
Oct 26, 2023
Q3 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
30+ 3.18% |
$3.9K - $4.74K
|
972
$97.6K
|
|
|
Nov 08, 2023
Q3 2023
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
27+ 1.54% |
$3.51K - $4.27K
|
1.78K
$178K
|
|
|
Nov 13, 2023
Q3 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
27+ 10.93% |
$3.51K - $4.27K
|
274
$27.5K
|
|
|
Oct 30, 2023
Q3 2023
|
Yousif Capital Management, LLC
|
BUY
|
- |
26+ 0.24% |
$3.38K - $4.11K
|
10.7K
$1.08M
|
|
|
Nov 02, 2023
Q3 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
25+ 1.09% |
$3.25K - $3.95K
|
2.32K
$232K
|
|
|
Dec 04, 2023
Q3 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
25New |
$3.25K - $3.95K
|
25
$2.51K
|
|
|
Nov 14, 2023
Q3 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
25+ 1.15% |
$3.25K - $3.95K
|
2.19K
$220K
|
|
|
Oct 10, 2023
Q3 2023
|
M&R Capital Management Inc
|
BUY
|
- |
24+ 72.73% |
$3.12K - $3.79K
|
57
$5.72K
|
|
|
Nov 09, 2023
Q3 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
21+ 1.15% |
$2.73K - $3.32K
|
1.85K
$186K
|
|
|
Oct 12, 2023
Q3 2023
|
Hall Laurie J Trustee
|
BUY
|
- |
20+ 10.0% |
$2.6K - $3.16K
|
220
$22.1K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
17New |
$2.21K - $2.69K
|
17
$1.71K
|
|
|
Oct 13, 2023
Q3 2023
|
Mascoma Wealth Management LLC
|
BUY
|
- |
16New |
$2.08K - $2.53K
|
16
$1.61K
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
16New |
$2.08K - $2.53K
|
16
$1.61K
|
|
|
Nov 03, 2023
Q3 2023
|
Delta Financial Advisors LLC
|
BUY
|
- |
15+ 0.56% |
$1.95K - $2.37K
|
2.68K
$269K
|
|
|
Nov 13, 2023
Q3 2023
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
12New |
$1.56K - $1.9K
|
12
$1.2K
|
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
12+ 5.69% |
$1.56K - $1.9K
|
223
$22.4K
|
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
12+ 5.69% |
$1.56K - $1.9K
|
223
$22.4K
|
|
|
Oct 10, 2023
Q3 2023
|
Tsfg, LLC
|
BUY
|
- |
12+ 1.12% |
$1.56K - $1.9K
|
1.09K
$109K
|
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
11+ 11.11% |
$1.43K - $1.74K
|
110
$11K
|
|
|
Nov 14, 2023
Q3 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
10+ 1.02% |
$1.3K - $1.58K
|
992
$99.6K
|
|
|
Oct 13, 2023
Q3 2023
|
Martin Capital Partners, LLC
|
BUY
|
- |
10+ 0.17% |
$1.3K - $1.58K
|
5.75K
$577K
|
|
|
Oct 12, 2023
Q3 2023
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
10New |
$1.3K - $1.58K
|
10
$1K
|
|
|
Nov 06, 2023
Q3 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
9+ 0.22% |
$1.17K - $1.42K
|
4.07K
$408K
|
|
|
Oct 03, 2023
Q3 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
8+ 22.22% |
$1.04K - $1.26K
|
44
$4.42K
|
|
|
Nov 13, 2023
Q3 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
7+ 9.33% |
$911 - $1.11K
|
82
$8.23K
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
BUY
|
- |
6+ 60.0% |
$781 - $948
|
16
$1.61K
|
|
|
Nov 13, 2023
Q3 2023
|
Glassman Wealth Services
|
BUY
|
- |
6+ 22.22% |
$781 - $948
|
33
$3.31K
|
|
|
Nov 13, 2023
Q3 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
6+ 4.14% |
$781 - $948
|
151
$15.2K
|
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
BUY
|
- |
4+ 80.0% |
$521 - $632
|
9
$904
|
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
4+ 3.15% |
$521 - $632
|
131
$13.2K
|
|
|
Nov 14, 2023
Q3 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
4+ 36.36% |
$521 - $632
|
15
$1.51K
|
|
|
Nov 09, 2023
Q3 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
3+ 1.38% |
$390 - $474
|
221
$22.2K
|
|
|
Oct 12, 2023
Q3 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
3+ 0.18% |
$390 - $474
|
1.71K
$172K
|
|
|
Nov 13, 2023
Q3 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
3+ 0.71% |
$390 - $474
|
424
$42.6K
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO
|
BUY
|
- |
2+ 2.99% |
$260 - $316
|
69
$6.93K
|