Latest Institutional Transactions on Worthington Industries Inc (WOR)
This table provides information on the latest institutional transactions involving Worthington Industries Inc (WOR) 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 15, 2023
Q1 2023
|
Nine Point Two Capital LLC
Los Angeles, CA |
BUY
|
- |
3.76KNew |
$184K - $243K
|
3.76K
$237K
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-4- 80.0% |
$196 - $259
|
1
$63.1
|
|
May 10, 2023
Q1 2023
|
Boston Research & Management Inc
Manchester, MA |
BUY
|
- |
3.5KNew |
$172K - $226K
|
3.5K
$221K
|
|
May 10, 2023
Q1 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
3.74KNew |
$184K - $242K
|
3.74K
$236K
|
|
May 08, 2023
Q1 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
105New |
$5.16K - $6.79K
|
105
$6.62K
|
|
May 04, 2023
Q1 2023
|
Hussman Strategic Advisors, Inc.
Ellicott City, MD |
BUY
|
- |
15.5K+ 100.0% |
$761K - $1M
|
31K
$1.96M
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
3New |
$147 - $194
|
3
$189
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
SELL
|
- |
-1- 2.27% |
$49.1 - $64.7
|
43
$2.71K
|
|
Apr 28, 2023
Q1 2023
|
Handelsbanken Fonder Ab
|
BUY
|
- |
3.62KNew |
$178K - $234K
|
3.62K
$228K
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
200New |
$9.82K - $12.9K
|
200
$12.6K
|
|
Apr 24, 2023
Q1 2023
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
140KNew |
$6.88M - $9.05M
|
140K
$8.83M
|
|
Apr 17, 2023
Q1 2023
|
Byrne Asset Management LLC
|
BUY
|
- |
50New |
$2.46K - $3.23K
|
50
$3.15K
|
|
Q4 2022 | |||||||
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
497KNew |
$21M - $28.5M
|
497K
$31.4M
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
23New |
$972 - $1.32K
|
23
$1.45K
|
|
Feb 14, 2023
Q4 2022
|
Ergoteles LLC
New York, NY |
BUY
|
- |
8.8KNew |
$372K - $505K
|
8.8K
$555K
|
|
Feb 14, 2023
Q4 2022
|
Brandywine Trust CO
Hockessin, DE |
BUY
|
- |
5KNew |
$211K - $287K
|
5K
$315K
|
|
Feb 14, 2023
Q4 2022
|
Core Commodity Management, LLC
Stamford, CT |
BUY
|
- |
4.22KNew |
$178K - $242K
|
4.22K
$266K
|
|
Feb 08, 2023
Q4 2022
|
Trust Investment Advisors
|
BUY
|
- |
4.52KNew |
$191K - $260K
|
4.52K
$285K
|
|
Feb 07, 2023
Q4 2022
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
288New |
$12.2K - $16.5K
|
288
$18.2K
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
1+ 0.3% |
$42.2 - $57.4
|
335
$21.1K
|
|
Feb 03, 2023
Q4 2022
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-100- 16.67% |
$4.22K - $5.74K
|
500
$31.5K
|
|
Jan 30, 2023
Q4 2022
|
Foundry Partners, LLC
|
BUY
|
- |
24.4K+ 36.73% |
$1.03M - $1.4M
|
90.7K
$5.72M
|
|
Jan 27, 2023
Q4 2022
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
500New |
$21.1K - $28.7K
|
500
$31.5K
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
BUY
|
- |
2+ 40.0% |
$84.5 - $115
|
7
$441
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
1KNew |
$42.2K - $57.4K
|
1K
$63.1K
|
|
Jan 17, 2023
Q4 2022
|
Zhang Financial LLC
|
BUY
|
- |
5KNew |
$211K - $287K
|
5K
$315K
|
|
Jan 12, 2023
Q4 2022
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
2.4K+ 9.9% |
$101K - $138K
|
26.6K
$1.68M
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
1KNew |
$42.2K - $57.4K
|
1K
$63.1K
|
|
Q3 2022 | |||||||
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-14Closed |
$534 - $776
|
0
$0
|
|
Sep 21, 2023
Q3 2022
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-39Closed |
$1.49K - $2.16K
|
0
$0
|
|
Nov 14, 2022
Q3 2022
|
Holocene Advisors, LP
New York, NY |
SELL
|
- |
-29.9K- 65.29% |
$1.14M - $1.66M
|
15.9K
$1M
|
|
Nov 14, 2022
Q3 2022
|
Concentric Capital Strategies, LP
Stamford, CT |
BUY
|
- |
9.14KNew |
$349K - $507K
|
9.14K
$577K
|
|
Nov 14, 2022
Q3 2022
|
Alpha Crest Capital Management LLC
New York, NY |
BUY
|
- |
5.14K+ 16.36% |
$196K - $284K
|
36.5K
$2.3M
|
|
Nov 10, 2022
Q3 2022
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
13.9KNew |
$532K - $772K
|
13.9K
$879K
|
|
Nov 08, 2022
Q3 2022
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-831- 5.15% |
$31.7K - $46K
|
15.3K
$964K
|
|
Nov 07, 2022
Q3 2022
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-22K- 69.63% |
$838K - $1.22M
|
9.58K
$604K
|
|
Nov 03, 2022
Q3 2022
|
Duality Advisers, LP
Miami, FL |
SELL
|
- |
-10.1K- 61.69% |
$385K - $559K
|
6.27K
$396K
|
|
Oct 31, 2022
Q3 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
14New |
$534 - $776
|
14
$883
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
155New |
$5.91K - $8.59K
|
155
$9.78K
|
|
Oct 21, 2022
Q3 2022
|
Investment Partners, Ltd.
|
BUY
|
- |
10.2KNew |
$390K - $566K
|
10.2K
$644K
|
|
Q2 2022 | |||||||
Oct 23, 2023
Q2 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
6KNew |
$238K - $346K
|
6K
$379K
|
|
Aug 17, 2022
Q2 2022
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-20Closed |
$794 - $1.15K
|
0
$0
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-7- 0.88% |
$278 - $403
|
786
$49.6K
|
|
Aug 15, 2022
Q2 2022
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-8.32K- 34.0% |
$330K - $479K
|
16.1K
$1.02M
|
|
Aug 15, 2022
Q2 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-1.31K- 13.66% |
$52.1K - $75.6K
|
8.29K
$523K
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-5Closed |
$199 - $288
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Voloridge Investment Management, LLC
Jupiter, FL |
SELL
|
- |
-20.1K- 76.71% |
$798K - $1.16M
|
6.1K
$385K
|
|
Aug 12, 2022
Q2 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-48.9KClosed |
$1.94M - $2.82M
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Emc Capital Management
Houston, TX |
BUY
|
- |
237+ 59.1% |
$9.41K - $13.7K
|
638
$40.2K
|
|
Aug 12, 2022
Q2 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1+ 1.72% |
$39.7 - $57.6
|
59
$3.72K
|