Latest Institutional Transactions on Willis Lease Finance Corp (WLFC)
This table provides information on the latest institutional transactions involving Willis Lease Finance Corp (WLFC) 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 |
---|---|---|---|---|---|---|---|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-60- 8.73% |
$9.12K - $13.1K
|
627
$85K
|
|
May 13, 2025
Q1 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
12New |
$1.82K - $2.61K
|
12
$1.63K
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-468- 8.86% |
$71.1K - $102K
|
4.81K
$652K
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-822- 2.73% |
$125K - $179K
|
29.3K
$3.97M
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-31.6K- 59.67% |
$4.8M - $6.86M
|
21.3K
$2.89M
|
|
May 13, 2025
Q1 2025
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
2.74KNew |
$417K - $596K
|
2.74K
$371K
|
|
May 13, 2025
Q1 2025
|
Sterling Capital Management LLC
Charlotte, NC |
SELL
|
- |
-43- 46.74% |
$6.54K - $9.35K
|
49
$6.64K
|
|
May 13, 2025
Q1 2025
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
3.7K+ 5.52% |
$563K - $806K
|
70.9K
$9.6M
|
|
May 13, 2025
Q1 2025
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
291+ 4.18% |
$44.2K - $63.3K
|
7.25K
$982K
|
|
May 12, 2025
Q1 2025
|
Connor, Clark & Lunn Investment Management Ltd.
|
SELL
|
- |
-778- 3.83% |
$118K - $169K
|
19.5K
$2.64M
|
|
May 12, 2025
Q1 2025
|
Swiss National Bank
Zurich, V8 |
SELL
|
- |
-700- 12.07% |
$106K - $152K
|
5.1K
$691K
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
141+ 5.68% |
$21.4K - $30.7K
|
2.62K
$356K
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.69K- 39.36% |
$257K - $367K
|
2.6K
$352K
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
SELL
|
- |
-3- 50.0% |
$456 - $653
|
3
$407
|
|
May 12, 2025
Q1 2025
|
Eam Investors, LLC
Solana Beach, CA |
SELL
|
- |
-1.96K- 49.8% |
$299K - $427K
|
1.98K
$268K
|
|
May 12, 2025
Q1 2025
|
Nuveen, LLC
Charlotte, NC |
BUY
|
- |
5.78KNew |
$879K - $1.26M
|
5.78K
$784K
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
638+ 48.67% |
$97K - $139K
|
1.95K
$264K
|
|
May 09, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-473- 2.04% |
$71.9K - $103K
|
22.7K
$3.08M
|
|
May 09, 2025
Q1 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
10.4K+ 7.34% |
$1.59M - $2.27M
|
153K
$20.7M
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-184- 1.21% |
$28K - $40K
|
15.1K
$2.04M
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-5- 83.33% |
$760 - $1.09K
|
1
$136
|
|
May 08, 2025
Q1 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
12New |
$1.82K - $2.61K
|
12
$1.63K
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
1+ 0.28% |
$152 - $218
|
352
$47.7K
|
|
May 07, 2025
Q1 2025
|
Xtx Topco LTD
London, X0 |
SELL
|
- |
-1.3K- 44.94% |
$198K - $283K
|
1.59K
$216K
|
|
May 07, 2025
Q1 2025
|
Solidarilty Wealth, LLC
Lehi, UT |
BUY
|
- |
7.1KNew |
$1.08M - $1.54M
|
7.1K
$962K
|
|
May 07, 2025
Q1 2025
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
2.24K+ 25.51% |
$340K - $486K
|
11K
$1.49M
|
|
May 06, 2025
Q1 2025
|
Navellier & Associates Inc
Reno, NV |
SELL
|
- |
-2.86K- 41.55% |
$435K - $623K
|
4.03K
$546K
|
|
May 05, 2025
Q1 2025
|
Four Tree Island Advisory LLC
Portsmouth, NH |
BUY
|
- |
18.5K+ 23.63% |
$2.82M - $4.03M
|
96.9K
$13.1M
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
1+ 20.0% |
$152 - $218
|
6
$813
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-251- 76.29% |
$38.2K - $54.6K
|
78
$10.6K
|
|
Apr 30, 2025
Q1 2025
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
1.97KNew |
$299K - $428K
|
1.97K
$267K
|
|
Apr 30, 2025
Q1 2025
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-500- 49.75% |
$76K - $109K
|
505
$68.4K
|
|
Apr 30, 2025
Q1 2025
|
Palisades Investment Partners, LLC
Santa Monica, CA |
BUY
|
- |
296+ 1.41% |
$45K - $64.4K
|
21.2K
$2.88M
|
|
Apr 29, 2025
Q1 2025
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
2.87K+ 9.63% |
$436K - $624K
|
32.6K
$4.42M
|
|
Apr 25, 2025
Q1 2025
|
Amalgamated Bank
New York, NY |
BUY
|
- |
1+ 1.04% |
$152 - $218
|
97
$13.1K
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
SELL
|
- |
-292- 10.51% |
$44.4K - $63.5K
|
2.49K
$337K
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
SELL
|
- |
-105- 10.96% |
$16K - $22.8K
|
853
$116K
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-6.12K- 99.37% |
$931K - $1.33M
|
39
$5.28K
|
|
Apr 14, 2025
Q1 2025
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-16- 32.0% |
$2.43K - $3.48K
|
34
$4.61K
|
|
Q4 2024 | |||||||
Jun 30, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
233+ 11.14% |
$33.7K - $54K
|
2.32K
$315K
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
10+ 25.0% |
$1.45K - $2.32K
|
50
$6.78K
|
|
May 29, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
401+ 6.01% |
$58K - $92.9K
|
7.07K
$958K
|
|
Feb 14, 2025
Q4 2024
|
Phase 2 Partners, LLC
San Francisco, CA |
SELL
|
- |
-15K- 28.56% |
$2.17M - $3.47M
|
37.5K
$5.08M
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
83+ 1.46% |
$12K - $19.2K
|
5.78K
$784K
|
|
Feb 14, 2025
Q4 2024
|
Earnest Partners LLC
Atlanta, GA |
BUY
|
- |
1KNew |
$145K - $232K
|
1K
$136K
|
|
Feb 14, 2025
Q4 2024
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
1.5KNew |
$217K - $347K
|
1.5K
$203K
|
|
Feb 14, 2025
Q4 2024
|
One Fin Capital Management LP
San Francisco, CA |
BUY
|
- |
16.5KNew |
$2.38M - $3.81M
|
16.5K
$2.23M
|
|
Feb 14, 2025
Q4 2024
|
Maltese Capital Management LLC
New York, NY |
SELL
|
- |
-900- 7.7% |
$130K - $208K
|
10.8K
$1.46M
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
3.02KNew |
$437K - $700K
|
3.02K
$409K
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
64+ 27.35% |
$9.26K - $14.8K
|
298
$40.4K
|