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 |
|---|---|---|---|---|---|---|---|
|
Oct 30, 2025
Q3 2025
|
Covestor LTD
Boston, MA |
SELL
|
- |
-8Closed |
$1.07K - $1.35K
|
0
$0
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
5New |
$668 - $847
|
5
$652
|
|
|
Oct 27, 2025
Q3 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
36New |
$4.81K - $6.1K
|
36
$4.7K
|
|
|
Oct 24, 2025
Q3 2025
|
Meeder Asset Management Inc
|
BUY
|
- |
167New |
$22.3K - $28.3K
|
167
$21.8K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
8New |
$1.07K - $1.35K
|
8
$1.04K
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
22+ 157.14% |
$2.94K - $3.73K
|
36
$4.7K
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
1.55KNew |
$207K - $262K
|
1.55K
$202K
|
|
|
Oct 20, 2025
Q3 2025
|
Ascent Group, LLC
|
BUY
|
- |
4.29KNew |
$573K - $726K
|
4.29K
$560K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
4+ 6.25% |
$534 - $677
|
68
$8.87K
|
|
|
Oct 15, 2025
Q3 2025
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
3+ 8.82% |
$401 - $508
|
37
$4.83K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
49New |
$6.55K - $8.3K
|
49
$6.39K
|
|
|
Oct 02, 2025
Q3 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
2+ 15.38% |
$267 - $339
|
15
$1.96K
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
65.9K+ 455.82% |
$8.63M - $10.6M
|
80.3K
$10.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
BUY
|
- |
3.45KNew |
$452K - $554K
|
3.45K
$450K
|
|
|
Aug 14, 2025
Q2 2025
|
Voleon Capital Management LP
Berkeley, CA |
BUY
|
- |
3.04KNew |
$399K - $489K
|
3.04K
$397K
|
|
|
Aug 14, 2025
Q2 2025
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
765New |
$100K - $123K
|
765
$99.8K
|
|
|
Aug 14, 2025
Q2 2025
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-132- 24.22% |
$17.3K - $21.2K
|
413
$53.9K
|
|
|
Aug 14, 2025
Q2 2025
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-400- 16.67% |
$52.4K - $64.2K
|
2K
$261K
|
|
|
Aug 13, 2025
Q2 2025
|
Corsair Capital Management, L.P.
New York, NY |
BUY
|
- |
6KNew |
$786K - $963K
|
6K
$783K
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
35+ 100.0% |
$4.58K - $5.62K
|
70
$9.13K
|
|
|
Aug 13, 2025
Q2 2025
|
Options Solutions, LLC
Chevy Chase, MD |
SELL
|
- |
-558- 9.56% |
$73.1K - $89.6K
|
5.28K
$688K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
1New |
$131 - $161
|
1
$130
|
|
|
Aug 12, 2025
Q2 2025
|
Axq Capital, LP
Jersey City, NJ |
BUY
|
- |
2.87KNew |
$375K - $460K
|
2.87K
$374K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 11, 2025
Q2 2025
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
74+ 3.76% |
$9.69K - $11.9K
|
2.04K
$267K
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-467- 88.28% |
$61.2K - $75K
|
62
$8.09K
|
|
|
Aug 08, 2025
Q2 2025
|
Sg Americas Securities, LLC
|
SELL
|
- |
-30- 3.52% |
$3.93K - $4.82K
|
823
$107K
|
|
|
Aug 06, 2025
Q2 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
1New |
$131 - $161
|
1
$130
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
BUY
|
- |
1.43KNew |
$187K - $230K
|
1.43K
$187K
|
|
|
Jul 31, 2025
Q2 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
6+ 1.19% |
$786 - $963
|
511
$66.7K
|
|
|
Jul 28, 2025
Q2 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
3.73KNew |
$489K - $599K
|
3.73K
$487K
|
|
|
Jul 28, 2025
Q2 2025
|
Ritholtz Wealth Management
|
SELL
|
- |
-929- 37.37% |
$122K - $149K
|
1.56K
$203K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-2- 0.57% |
$262 - $321
|
350
$45.7K
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-13- 86.67% |
$1.7K - $2.09K
|
2
$261
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
16New |
$2.1K - $2.57K
|
16
$2.09K
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Rbf Capital, LLC
San Francisco, CA |
BUY
|
- |
100+ 0.09% |
$15.2K - $21.8K
|
108K
$14.1M
|
|
|
May 15, 2025
Q1 2025
|
Ophir Asset Management Pty LTD
|
SELL
|
- |
-27.2K- 16.16% |
$4.14M - $5.93M
|
141K
$18.5M
|
|
|
May 15, 2025
Q1 2025
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
840+ 32.1% |
$128K - $183K
|
3.46K
$451K
|
|
|
May 15, 2025
Q1 2025
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
14K+ 242.67% |
$2.14M - $3.06M
|
19.8K
$2.59M
|
|
|
May 14, 2025
Q1 2025
|
Resolute Capital Asset Partners LLC
Denver, CO |
BUY
|
- |
1.3K+ 127.45% |
$198K - $283K
|
2.32K
$303K
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
5.09KNew |
$774K - $1.11M
|
5.09K
$664K
|
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-156- 8.21% |
$23.7K - $33.9K
|
1.75K
$228K
|
|
|
May 13, 2025
Q1 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
12New |
$1.82K - $2.61K
|
12
$1.57K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
34New |
$5.17K - $7.4K
|
34
$4.44K
|
|
|
May 12, 2025
Q1 2025
|
Eam Investors, LLC
Solana Beach, CA |
SELL
|
- |
-1.96K- 49.8% |
$299K - $427K
|
1.98K
$258K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-5- 83.33% |
$760 - $1.09K
|
1
$130
|
|
|
May 08, 2025
Q1 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
12New |
$1.82K - $2.61K
|
12
$1.57K
|
|
|
May 07, 2025
Q1 2025
|
Xtx Topco LTD
London, X0 |
SELL
|
- |
-1.3K- 44.94% |
$198K - $283K
|
1.59K
$208K
|
|
|
May 07, 2025
Q1 2025
|
Solidarilty Wealth, LLC
Lehi, UT |
BUY
|
- |
7.1KNew |
$1.08M - $1.54M
|
7.1K
$927K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
1+ 20.0% |
$152 - $218
|
6
$783
|
|