Latest Institutional Transactions on Willdan Group, Inc. (WLDN)
This table provides information on the latest institutional transactions involving Willdan Group, Inc. (WLDN) 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 |
---|---|---|---|---|---|---|---|
Aug 12, 2022
Q2 2022
|
Walthausen & Co., LLC
Malta, NY |
SELL
|
- |
-26.9K- 33.36% |
$626K - $875K
|
53.7K
$2.19M
|
|
Aug 11, 2022
Q2 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-10KClosed |
$233K - $326K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
2.65K+ 27.17% |
$61.7K - $86.3K
|
12.4K
$507K
|
|
Aug 10, 2022
Q2 2022
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-22- 36.67% |
$512 - $716
|
38
$1.55K
|
|
Aug 09, 2022
Q2 2022
|
Mondrian Investment Partners LTD
London, X0 |
SELL
|
- |
-1.67KClosed |
$39K - $54.5K
|
0
$0
|
|
Aug 01, 2022
Q2 2022
|
Us Bancorp \De\
|
SELL
|
- |
-13Closed |
$303 - $423
|
0
$0
|
|
Aug 01, 2022
Q2 2022
|
Lindbrook Capital, LLC
|
SELL
|
- |
-95Closed |
$2.21K - $3.09K
|
0
$0
|
|
Aug 01, 2022
Q2 2022
|
Argent Capital Management LLC
|
SELL
|
- |
-2.03K- 11.15% |
$47.3K - $66.1K
|
16.2K
$661K
|
|
Jul 13, 2022
Q2 2022
|
Handelsinvest Investeringsforvaltning
|
BUY
|
- |
10K+ 12.5% |
$233K - $326K
|
90K
$3.68M
|
|
Q1 2022 | |||||||
May 20, 2022
Q1 2022
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-6.61KClosed |
$176K - $229K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-9.4KClosed |
$251K - $325K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Balyasny Asset Management LLC
Chicago, IL |
SELL
|
- |
-13.9KClosed |
$371K - $482K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Wellington Management Group LLP
Boston, MA |
SELL
|
- |
-54.4K- 24.05% |
$1.45M - $1.88M
|
172K
$7.02M
|
|
May 13, 2022
Q1 2022
|
Alpine Global Management, LLC
New York, NY |
SELL
|
- |
-24.4KClosed |
$653K - $846K
|
0
$0
|
|
May 06, 2022
Q1 2022
|
State Board Of Administration Of Florida Retirement System
|
SELL
|
- |
-6.17KClosed |
$165K - $214K
|
0
$0
|
|
Q4 2021 | |||||||
Feb 16, 2022
Q4 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-253KClosed |
$7.96M - $10.7M
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Redwood Grove Capital, LLC
Palo Alto, CA |
BUY
|
- |
1.29K+ 0.73% |
$40.4K - $54.4K
|
179K
$7.3M
|
|
Feb 11, 2022
Q4 2021
|
Firestone Capital Management
|
SELL
|
- |
-135Closed |
$4.24K - $5.71K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-1.11KClosed |
$34.9K - $46.9K
|
0
$0
|
|
Feb 08, 2022
Q4 2021
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-35KClosed |
$1.1M - $1.48M
|
0
$0
|
|
Feb 08, 2022
Q4 2021
|
Seizert Capital Partners, LLC
|
SELL
|
- |
-14.4KClosed |
$453K - $610K
|
0
$0
|
|
Jan 26, 2022
Q4 2021
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-13.3KClosed |
$419K - $563K
|
0
$0
|
|
Q3 2021 | |||||||
Nov 15, 2021
Q3 2021
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-94.9KClosed |
$3.09M - $3.99M
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-7.18KClosed |
$233K - $302K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Brown Advisory Inc
|
SELL
|
- |
-11.3KClosed |
$366K - $474K
|
0
$0
|
|
Nov 03, 2021
Q3 2021
|
Kornitzer Capital Management Inc
|
BUY
|
- |
8.5K+ 11.99% |
$276K - $357K
|
79.4K
$3.25M
|
|
Q2 2021 | |||||||
Aug 16, 2021
Q2 2021
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-4.9KClosed |
$176K - $216K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-4.9KClosed |
$176K - $216K
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Old Mission Capital LLC
|
SELL
|
- |
-14.5KClosed |
$519K - $639K
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
California Public Employees Retirement System
Sacramento, CA |
SELL
|
- |
-21.2KClosed |
$760K - $934K
|
0
$0
|
|
Aug 02, 2021
Q2 2021
|
Allworth Financial LP
|
BUY
|
- |
1New |
$35.8 - $44.1
|
1
$40.9
|
|
Q1 2021 | |||||||
May 31, 2023
Q1 2021
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
SELL
|
- |
-6.24KClosed |
$219K - $340K
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
PUT |
900+ 23.68% |
$31.6K - $49K
|
4.7K
$192K
|
|
Apr 27, 2021
Q1 2021
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-2.74KClosed |
$96.3K - $149K
|
0
$0
|
|
Apr 23, 2021
Q1 2021
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-5.1KClosed |
$179K - $278K
|
0
$0
|
|
Q4 2020 | |||||||
Mar 22, 2023
Q4 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
100New |
$2.62K - $4.49K
|
100
$4.09K
|
|
Feb 16, 2021
Q4 2020
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-1.5KClosed |
$39.2K - $67.3K
|
0
$0
|
|
Feb 16, 2021
Q4 2020
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-245KClosed |
$6.42M - $11M
|
0
$0
|
|
Feb 12, 2021
Q4 2020
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-242Closed |
$6.33K - $10.9K
|
0
$0
|
|
Feb 12, 2021
Q4 2020
|
Winton Group LTD
London, X0 |
SELL
|
- |
-9.59KClosed |
$251K - $431K
|
0
$0
|
|
Feb 12, 2021
Q4 2020
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-25KClosed |
$654K - $1.12M
|
0
$0
|
|
Feb 11, 2021
Q4 2020
|
Providence First Trust CO
|
SELL
|
- |
-1.57K- 10.0% |
$41K - $70.3K
|
14.1K
$576K
|
|
Feb 10, 2021
Q4 2020
|
Gam Holding Ag
|
SELL
|
- |
-20KClosed |
$523K - $898K
|
0
$0
|
|
Feb 09, 2021
Q4 2020
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-1K- 40.0% |
$26.2K - $44.9K
|
1.5K
$61.3K
|
|
Feb 09, 2021
Q4 2020
|
Nvwm, LLC
|
SELL
|
- |
-60Closed |
$1.57K - $2.69K
|
0
$0
|
|
Feb 09, 2021
Q4 2020
|
William Blair Investment Management, LLC
Chicago, IL |
SELL
|
- |
-364KClosed |
$9.51M - $16.3M
|
0
$0
|
|
Q3 2020 | |||||||
Oct 13, 2020
Q3 2020
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-6Closed |
$135 - $179
|
0
$0
|
|
Q2 2020 | |||||||
Aug 13, 2020
Q2 2020
|
Value Holdings Management Co. LLC
Hampton Bays, NY |
SELL
|
- |
-46.4KClosed |
$868K - $1.28M
|
0
$0
|
|
Aug 12, 2020
Q2 2020
|
Eagle Asset Management Inc
St Petersburg, FL |
SELL
|
- |
-445KClosed |
$8.33M - $12.3M
|
0
$0
|
|
Aug 11, 2020
Q2 2020
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-3.45KClosed |
$64.5K - $95K
|
0
$0
|