Institutional Ownership West Rock CO (WRK)
This table provides information about the institutional ownership of West Rock CO (WRK). We have compiled data on the 49 institutions that hold shares in the stock, with a total of 32.6 Million shares, which have been reported (via 13F filing form) to have a value of $0.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Corient Capital Partners, LLC
Newport Beach, CA |
Nov 14, 2022 Q3 2022 |
6,061
shares
|
$0
0.02% of portfolio
|
Q3 2022
Added 19.76%
|
|
|
Pluribus Labs, LLC
Mill Valley, CA |
Aug 12, 2022 Q2 2022 |
5,724
shares
|
$0
0.42% of portfolio
|
Q2 2022
New holding
|
|
|
Financial Advisors Network, Inc.
|
Feb 09, 2024 Q4 2023 |
5,630
shares
|
$0
0.05% of portfolio
|
Q4 2023
Added 0.34%
|
|
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
Oct 17, 2024 Q3 2024 |
5,116
shares
|
$0
0.09% of portfolio
|
Q3 2024
Reduced 0.08%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
2,460
shares
|
$0
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Nu Wave Investment Management, LLC
|
Oct 21, 2022 Q3 2022 |
2,457
shares
|
$0
0.09% of portfolio
|
Q3 2022
New holding
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
1,999
shares
|
$0
0.02% of portfolio
|
Q2 2022
Added 952.11%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
1,890
shares
|
$0
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
1,700
shares
|
$0
0.01% of portfolio
|
Q4 2023
Added 42.26%
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
1,484
shares
|
$0
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
1,150
shares
|
$0
0.01% of portfolio
|
Q2 2023
Reduced 58.59%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,116
shares
|
$0
0.0% of portfolio
|
Q2 2020
Reduced 2.83%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
462
shares
|
$0
0.0% of portfolio
|
Q3 2023
Reduced 29.03%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
340
shares
|
$0
0.0% of portfolio
|
Q3 2021
Reduced 2.86%
|
|
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
Jan 30, 2024 Q4 2023 |
172
shares
|
$0
0.0% of portfolio
|
Q3 2023
Reduced 59.24%
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
146
shares
|
$0
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
115
shares
|
$0
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
16
shares
|
$0
0.0% of portfolio
|
Q3 2023
Reduced 60.98%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
15
shares
|
$0
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
14
shares
|
$0
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
10
shares
|
$0
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
3
shares
|
$0
0.0% of portfolio
|
Q1 2022
Reduced 99.44%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
1
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 99.72%
|