Latest Institutional Purchases of West Rock CO (WRK)

This list provides information on the latest institutional transactions involving West Rock CO (WRK) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.

Report Date	Institution (Fund)	Operation	Option	Shares change	Value Range	Shares Held
Aug 12, 2022 Q2 2022	Westover Capital Advisors, LLC Wilmington, DE	BUY	-	19.6K New	$763K - $1.06M	19.6K $0
Aug 11, 2022 Q2 2022	Monetta Financial Services Inc Wheaton, IL	BUY	-	12K New	$466K - $650K	12K $0
Aug 15, 2022 Q2 2022	Redmont Wealth Advisors LLC Chicago, IL	BUY	-	8.99K New	$349K - $487K	8.99K $0
Jul 25, 2022 Q2 2022	Walker Asset Management, LLC	BUY	-	6.2K New	$241K - $336K	6.2K $0
Aug 12, 2022 Q2 2022	Pluribus Labs, LLC Mill Valley, CA	BUY	-	5.72K New	$222K - $310K	5.72K $0
Jul 29, 2022 Q2 2022	Total Clarity Wealth Management, Inc.	BUY	-	3.98K New	$155K - $215K	3.98K $0
Aug 09, 2022 Q2 2022	Sea Crest Wealth Management, LLC Purchase, NY	BUY	-	2.72K New	$106K - $148K	2.72K $0
Aug 05, 2022 Q2 2022	Fieldpoint Private Securities, LLC	BUY	-	1.81K + 952.11%	$70.3K - $98K	2K $0
Aug 10, 2022 Q2 2022	Cnb Bank Clearfield, PA	BUY	-	1.72K New	$66.9K - $93.3K	1.72K $0
Jul 12, 2022 Q2 2022	Centennial Wealth Advisory LLC	BUY	-	1.7K + 39.7%	$65.9K - $91.9K	5.97K $0
Jul 11, 2022 Q2 2022	Symmetry Partners, LLC	BUY	-	844 + 19.27%	$32.8K - $45.7K	5.23K $0
Aug 04, 2022 Q2 2022	Heritage Wealth Advisors	BUY	-	550 New	$21.4K - $29.8K	550 $0
Aug 09, 2022 Q2 2022	Balasa Dinverno & Foltz LLC Itasca, IL	BUY	-	138 + 1.24%	$5.36K - $7.48K	11.3K $0
Aug 04, 2022 Q2 2022	Retirement Group, LLC	BUY	-	100 New	$3.89K - $5.42K	100 $0
Jul 22, 2022 Q2 2022	American Research & Management Co.	BUY	-	100 New	$3.89K - $5.42K	100 $0
Jul 13, 2022 Q2 2022	Tsfg, LLC	BUY	-	26 New	$1.01K - $1.41K	26 $0
Aug 04, 2022 Q2 2022	Iron Horse Wealth Management, LLC	BUY	-	10 New	$389 - $542	10 $0
Aug 11, 2022 Q2 2022	Cribstone Capital Management, LLC Augusta, ME	BUY	-	2 New	$77.7 - $108	2 $0
Aug 02, 2022 Q2 2022	Hudock, Inc.	BUY	-	1 + 1.49%	$38.9 - $54.2	68 $0
Q1 2022
Apr 26, 2022 Q1 2022	Stoneridge Investment Partners LLC	BUY	-	42.9K New	$1.75M - $2.06M	42.9K $0
Sep 20, 2022 Q1 2022	Second Half Financial Partners, LLC Sebring, FL	BUY	-	34.6K New	$1.41M - $1.66M	34.6K $0
May 16, 2022 Q1 2022	J.W. Cole Advisors, Inc.	BUY	-	31.3K New	$1.28M - $1.5M	31.3K $0
May 11, 2022 Q1 2022	Heritage Trust CO Oklahoma City, OK	BUY	-	24.9K New	$1.02M - $1.2M	24.9K $0
May 16, 2022 Q1 2022	Offit Capital Advisors LLC	BUY	-	8.17K New	$333K - $392K	8.17K $0
May 16, 2022 Q1 2022	Bluefin Capital Management, LLC New York, NY	BUY	-	5.83K New	$238K - $280K	5.83K $0
May 06, 2022 Q1 2022	Aia Group LTD Hong Kong, K3	BUY	-	2.13K New	$86.7K - $102K	2.13K $0
May 13, 2022 Q1 2022	Bartlett & Co. LLC	BUY	-	1.89K New	$77.1K - $90.7K	1.89K $0
May 12, 2022 Q1 2022	Tompkins Financial Corp	BUY	-	780 New	$31.8K - $37.4K	780 $0
Oct 17, 2024 Q1 2022	Wr Wealth Planners, LLC Columbia, MO	BUY	-	424 New	$17.3K - $20.3K	424 $0
May 16, 2022 Q1 2022	Beacon Capital Management, LLC	BUY	-	245 New	$9.99K - $11.8K	245 $0
Feb 14, 2024 Q1 2022	Bartlett & Co. Wealth Management LLC Cincinnati, OH	BUY	-	168 + 9.76%	$6.85K - $8.06K	1.89K $0
May 05, 2022 Q1 2022	Mcf Advisors LLC Covington, KY	BUY	-	54 New	$2.2K - $2.59K	54 $0
Q4 2021
Feb 07, 2022 Q4 2021	Bck Capital Management LP Stamford, CT	BUY	CALL	500 + 1.86%	$21.2K - $25.8K	27.4K $0
Feb 14, 2022 Q4 2021	Pin Oak Investment Advisors Inc Houston, TX	BUY	-	115 New	$4.89K - $5.94K	115 $0
Jan 21, 2022 Q4 2021	Ahrens Investment Partners LLC	BUY	-	100 New	$4.25K - $5.16K	100 $0
Feb 11, 2022 Q4 2021	Deutsche Bank Ag\ Frankfurt Am Main, 2M	BUY	PUT	16 + 9.64%	$680 - $826	182 $0
Feb 11, 2022 Q4 2021	Surevest, LLC Los Angeles, CA	BUY	-	14 New	$595 - $723	14 $0
Q3 2021
Dec 09, 2024 Q3 2021	Swedbank Ab Stockholm, V7	BUY	-	30K + 17.96%	$1.44M - $1.6M	197K $0
Nov 01, 2021 Q3 2021	Key F Inancial Inc	BUY	-	117 New	$5.61K - $6.24K	117 $0
Nov 12, 2021 Q3 2021	Meridian Wealth Partners, LLC Blue Bell, PA	BUY	-	12 New	$576 - $640	12 $0
Q2 2021
Jul 21, 2021 Q2 2021	Davenport & CO LLC	BUY	PUT	129K New	$6.71M - $7.97M	129K $0
Aug 13, 2021 Q2 2021	Advisor Resource Council	BUY	-	54 New	$2.81K - $3.34K	54 $0
Q1 2021
May 17, 2021 Q1 2021	Alex Roepers Atlantic Investment Management, Inc. \| New York, Ny	BUY	PUT	1.21M New	$49.3M - $64.9M	1.21M $0
May 12, 2021 Q1 2021	E Fund Management Co., Ltd. Guangzhou, F4	BUY	-	396 New	$16.1K - $21.2K	396 $0
Apr 09, 2021 Q1 2021	Selective Wealth Management, Inc.	BUY	-	262 + 236.04%	$10.7K - $14K	373 $0
May 03, 2021 Q1 2021	Sandy Spring Bank	BUY	-	235 New	$9.56K - $12.6K	235 $0
May 14, 2021 Q1 2021	Stonebridge Capital Advisors LLC St Paul, MN	BUY	-	218 New	$8.87K - $11.7K	218 $0
Q4 2020
Feb 16, 2021 Q4 2020	Arbiter Partners Capital Management LLC New York, NY	BUY	CALL	130K New	$4.43M - $5.91M	130K $0
Jul 16, 2021 Q4 2020	Soviero Asset Management, LP New York, NY	BUY	CALL	100K New	$3.41M - $4.54M	100K $0
Nov 09, 2023 Q4 2020	Brewin Dolphin Wealth Management LTD Conskleagh, Dublin, L2	BUY	-	1.8K + 72.0%	$61.3K - $81.8K	4.3K $0

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Latest Institutional Purchases of West Rock CO (WRK)

19.6K

12K

8.99K

6.2K

5.72K

3.98K

2.72K

1.81K

1.72K

1.7K

844

550

138

100

100

26

10

2

1

42.9K

34.6K

31.3K

24.9K

8.17K

5.83K

2.13K

1.89K

780

424

245

168

54

500

115

100

16

14

30K

117

12

129K

54

1.21M

396

262

235

218

130K

100K

1.8K

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