Purchases and Sales Made in Q4 2023 in Workhorse Group Inc. (WKHS)
This table provides information about the institutional ownership of Workhorse Group Inc. (WKHS) during Q4 2023. The information is specifically focused on institutions that hold shares of Workhorse Group Inc..
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
4.27K+ 18.44% |
$1.49K - $2.05K
|
27.4K
$56.7K
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
3.5K+ 21.9% |
$1.23K - $1.68K
|
19.5K
$40.4K
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
3.5KNew |
$1.23K - $1.68K
|
3.5K
$7.24K
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
2.49K+ 13.99% |
$872 - $1.2K
|
20.3K
$42K
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
2.22KNew |
$775 - $1.06K
|
2.22K
$4.59K
|
|
Jan 31, 2024
Q4 2023
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
1.73K+ 107.81% |
$604 - $828
|
3.33K
$6.89K
|
|
Jan 31, 2024
Q4 2023
|
Xponance, Inc.
|
BUY
|
- |
1.38K+ 13.46% |
$484 - $664
|
11.7K
$24.1K
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.24K+ 12380.0% |
$433 - $594
|
1.25K
$2.58K
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
1.1K+ 32.31% |
$385 - $528
|
4.51K
$9.33K
|
|
Feb 09, 2024
Q4 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
1K+ 40.82% |
$350 - $480
|
3.45K
$7.14K
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
1KNew |
$350 - $480
|
1K
$2.07K
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
894+ 30.67% |
$313 - $429
|
3.81K
$7.88K
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
727New |
$254 - $349
|
727
$1.5K
|
|
Feb 01, 2024
Q4 2023
|
New York State Common Retirement Fund
|
BUY
|
- |
540+ 0.87% |
$189 - $259
|
62.3K
$129K
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
410+ 0.52% |
$144 - $197
|
79.7K
$165K
|
|
Feb 22, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
404New |
$141 - $194
|
404
$836
|
|
Feb 01, 2024
Q4 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
280+ 66.67% |
$98 - $134
|
700
$1.45K
|
|
Feb 12, 2024
Q4 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
200+ 20.0% |
$70 - $96
|
1.2K
$2.48K
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
200New |
$70 - $96
|
200
$414
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
175New |
$61.2 - $84
|
175
$362
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
130+ 43.33% |
$45.5 - $62.4
|
430
$890
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
75+ 0.7% |
$26.3 - $36
|
10.8K
$22.4K
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
50New |
$17.5 - $24
|
50
$103
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
BUY
|
- |
50New |
$17.5 - $24
|
50
$103
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
50+ 0.98% |
$17.5 - $24
|
5.15K
$10.7K
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
40+ 2.84% |
$14 - $19.2
|
1.45K
$3K
|
|
Feb 14, 2024
Q4 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
34New |
$11.9 - $16.3
|
34
$70.4
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
30New |
$10.5 - $14.4
|
30
$62.1
|
|
Jan 31, 2024
Q4 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 06, 2024
Q4 2023
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-3- 15.0% |
$1.05 - $1.44
|
17
$35.2
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-10- 1.96% |
$3.5 - $4.8
|
500
$1.04K
|
|
Mar 28, 2024
Q4 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-54- 1.52% |
$18.9 - $25.9
|
3.5K
$7.24K
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-100- 11.11% |
$35 - $48
|
800
$1.66K
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-150- 50.0% |
$52.5 - $72
|
150
$311
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-172- 54.09% |
$60.2 - $82.6
|
146
$302
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-200- 1.73% |
$70 - $96
|
11.4K
$23.5K
|
|
Feb 13, 2024
Q4 2023
|
Credit Agricole S A
|
SELL
|
- |
-309- 23.61% |
$108 - $148
|
1K
$2.07K
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-324- 80.2% |
$113 - $156
|
80
$166
|
|
Jan 29, 2024
Q4 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-730- 6.22% |
$255 - $350
|
11K
$22.8K
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-990- 8.29% |
$347 - $475
|
10.9K
$22.7K
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.5K- 40.0% |
$525 - $720
|
2.25K
$4.66K
|
|
Feb 06, 2024
Q4 2023
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-1.53K- 9.56% |
$535 - $734
|
14.5K
$30K
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
SELL
|
- |
-1.67K- 85.41% |
$584 - $801
|
285
$590
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-1.73KClosed |
$606 - $830
|
0
$0
|
|
Aug 14, 2024
Q4 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-1.9K- 16.33% |
$665 - $912
|
9.73K
$20.1K
|
|
Mar 26, 2024
Q4 2023
|
High Point Advisor Group LLC
Downers Grove, IL |
SELL
|
- |
-1.99K- 13.25% |
$696 - $955
|
13K
$27K
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-2.64K- 17.23% |
$922 - $1.26K
|
12.7K
$26.2K
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
SELL
|
- |
-3.08K- 5.42% |
$1.08K - $1.48K
|
53.8K
$111K
|
|
Feb 13, 2024
Q4 2023
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-4.73K- 12.21% |
$1.65K - $2.27K
|
34K
$70.3K
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-4.78K- 3.88% |
$1.67K - $2.29K
|
118K
$245K
|