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 |
---|---|---|---|---|---|---|---|
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 22, 2024
Q3 2021
|
Erste Asset Management Gmb H
Vienna, C4 |
SELL
|
- |
-173KClosed |
$5.64M - $7.29M
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Brown Advisory Inc
|
SELL
|
- |
-11.3KClosed |
$366K - $474K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-7.18KClosed |
$233K - $302K
|
0
$0
|
|
Q2 2021 | |||||||
Aug 16, 2021
Q2 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-4.9KClosed |
$176K - $216K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Ubs Asset Management Americas Inc
Chicago, IL |
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
$73.5
|
|
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
$345K
|
|
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
$7.35K
|
|
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
|
Winton Group LTD
London, X0 |
SELL
|
- |
-9.59KClosed |
$251K - $431K
|
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
|
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
$1.04M
|
|
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
$110K
|
|
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
|
|
Q1 2020 | |||||||
May 18, 2020
Q1 2020
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-17.9KClosed |
$333K - $672K
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-15.6KClosed |
$290K - $586K
|
0
$0
|
|
May 14, 2020
Q1 2020
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-2KClosed |
$37.3K - $75.2K
|
0
$0
|
|
May 12, 2020
Q1 2020
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-18Closed |
$335 - $677
|
0
$0
|
|
May 08, 2020
Q1 2020
|
Times Square Capital Management, LLC
|
SELL
|
- |
-613KClosed |
$11.4M - $23M
|
0
$0
|
|
May 07, 2020
Q1 2020
|
Evoke Wealth, LLC
|
SELL
|
- |
-345Closed |
$6.43K - $13K
|
0
$0
|
|
Q4 2019 | |||||||
Feb 14, 2020
Q4 2019
|
Twin Tree Management, LP
Dallas, TX |
SELL
|
- |
-171Closed |
$4.62K - $6.73K
|
0
$0
|
|
Feb 14, 2020
Q4 2019
|
Next Century Growth Investors LLC
Minneapolis, MN |
SELL
|
- |
-129KClosed |
$3.49M - $5.08M
|
0
$0
|
|
Feb 14, 2020
Q4 2019
|
Truist Financial Corp
|
BUY
|
- |
41.7KNew |
$1.13M - $1.64M
|
41.7K
$3.06M
|
|
Feb 12, 2020
Q4 2019
|
Driehaus Capital Management LLC
Chicago, IL |
SELL
|
- |
-238KClosed |
$6.43M - $9.38M
|
0
$0
|
|
Jan 23, 2020
Q4 2019
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
SELL
|
- |
-10.3KClosed |
$278K - $406K
|
0
$0
|
|
Jan 21, 2020
Q4 2019
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
537+ 74.58% |
$14.5K - $21.1K
|
1.26K
$92.4K
|
|
Q3 2019 | |||||||
Nov 14, 2019
Q3 2019
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
SELL
|
- |
-33Closed |
$1.06K - $1.31K
|
0
$0
|
|
Nov 13, 2019
Q3 2019
|
Destination Wealth Management
|
SELL
|
- |
-1.92KClosed |
$62K - $76K
|
0
$0
|
|
Nov 13, 2019
Q3 2019
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-41.6KClosed |
$1.34M - $1.65M
|
0
$0
|
|
Oct 23, 2019
Q3 2019
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-179Closed |
$5.78K - $7.08K
|
0
$0
|
|
Q2 2019 | |||||||
Aug 27, 2019
Q2 2019
|
River & Mercantile Asset Management LLP
London, X0 |
BUY
|
- |
59.5KNew |
$1.85M - $2.39M
|
59.5K
$4.37M
|
|
Aug 14, 2019
Q2 2019
|
Putnam Investments LLC
Boston, MA |
SELL
|
- |
-31.1KClosed |
$968K - $1.25M
|
0
$0
|
|
Aug 14, 2019
Q2 2019
|
Eam Global Investors LLC
Solana Beach, CA |
SELL
|
- |
-41KClosed |
$1.28M - $1.65M
|
0
$0
|