Purchases and Sales Made in Q1 2022 in West Rock CO (WRK)
This table provides information about the institutional ownership of West Rock CO (WRK) during Q1 2022. The information is specifically focused on institutions that hold shares of WestRock Co.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 13, 2022
Q1 2022
|
Zions Bancorporation, N.A.
|
BUY
|
- |
44+ 57.89% |
$1.79K - $2.11K
|
120
$0
|
|
May 11, 2022
Q1 2022
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
43New |
$1.75K - $2.06K
|
43
$0
|
|
Apr 07, 2022
Q1 2022
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
40+ 26.67% |
$1.63K - $1.92K
|
190
$0
|
|
May 04, 2022
Q1 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
37New |
$1.51K - $1.78K
|
37
$0
|
|
Apr 22, 2022
Q1 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
36New |
$1.47K - $1.73K
|
36
$0
|
|
Apr 21, 2022
Q1 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
35+ 74.47% |
$1.43K - $1.68K
|
82
$0
|
|
Apr 20, 2022
Q1 2022
|
Concord Wealth Partners
|
BUY
|
- |
30+ 107.14% |
$1.22K - $1.44K
|
58
$0
|
|
Aug 08, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
25+ 3.11% |
$1.02K - $1.2K
|
828
$0
|
|
May 05, 2022
Q1 2022
|
Smith Group Asset Management, LLC
Dallas, TX |
BUY
|
- |
24+ 4.74% |
$979 - $1.15K
|
530
$0
|
|
May 10, 2022
Q1 2022
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
22+ 0.02% |
$897 - $1.06K
|
99.3K
$0
|
|
May 03, 2022
Q1 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
20+ 0.54% |
$816 - $960
|
3.73K
$0
|
|
Apr 14, 2022
Q1 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
20+ 1.61% |
$816 - $960
|
1.26K
$0
|
|
Apr 11, 2022
Q1 2022
|
Sage Capital Advisors,Llc
|
BUY
|
- |
15+ 0.01% |
$612 - $720
|
116K
$0
|
|
Apr 08, 2022
Q1 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
15New |
$612 - $720
|
15
$0
|
|
May 09, 2022
Q1 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
12+ 100.0% |
$489 - $576
|
24
$0
|
|
May 16, 2022
Q1 2022
|
Schubert & CO
|
BUY
|
- |
11+ 40.74% |
$449 - $528
|
38
$0
|
|
Aug 23, 2022
Q1 2022
|
Glassman Wealth Services
|
BUY
|
- |
9+ 7.89% |
$367 - $432
|
123
$0
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
7+ 0.63% |
$285 - $336
|
1.12K
$0
|
|
May 03, 2022
Q1 2022
|
Goal Vest Advisory LLC
|
BUY
|
- |
6New |
$245 - $288
|
6
$0
|
|
May 05, 2022
Q1 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
6+ 20.0% |
$245 - $288
|
36
$0
|
|
May 09, 2022
Q1 2022
|
Mv Capital Management, Inc.
|
BUY
|
- |
5+ 13.89% |
$204 - $240
|
41
$0
|
|
Apr 21, 2022
Q1 2022
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
4+ 0.08% |
$163 - $192
|
5.08K
$0
|
|
May 17, 2022
Q1 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
3+ 0.66% |
$122 - $144
|
461
$0
|
|
Jun 28, 2024
Q1 2022
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
2+ 0.03% |
$81.6 - $96
|
7.35K
$0
|
|
May 11, 2022
Q1 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
2+ 0.54% |
$81.6 - $96
|
375
$0
|
|
Jan 02, 2024
Q1 2022
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
1+ 0.04% |
$40.8 - $48
|
2.31K
$0
|
|
Apr 07, 2022
Q1 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1+ 0.13% |
$40.8 - $48
|
800
$0
|
|
May 16, 2022
Q1 2022
|
Sapience Investments, LLC
Newport Beach, CA |
SELL
|
- |
-2- 0.01% |
$81.6 - $96
|
17.7K
$0
|
|
Apr 26, 2022
Q1 2022
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-3Closed |
$122 - $144
|
0
$0
|
|
Apr 20, 2022
Q1 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-4- 0.21% |
$163 - $192
|
1.94K
$0
|
|
Apr 22, 2022
Q1 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-4- 2.63% |
$163 - $192
|
148
$0
|
|
Apr 29, 2022
Q1 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-4- 4.65% |
$163 - $192
|
82
$0
|
|
May 13, 2022
Q1 2022
|
Mirova
Paris, I0 |
SELL
|
- |
-9- 0.06% |
$367 - $432
|
14K
$0
|
|
Apr 27, 2022
Q1 2022
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-13- 12.26% |
$530 - $624
|
93
$0
|
|
May 06, 2022
Q1 2022
|
Retirement Group, LLC
|
SELL
|
- |
-13Closed |
$530 - $624
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-14- 0.73% |
$571 - $672
|
1.89K
$0
|
|
Apr 14, 2022
Q1 2022
|
Glassman Wealth Services
|
SELL
|
- |
-15- 11.63% |
$612 - $720
|
114
$0
|
|
May 16, 2022
Q1 2022
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-16Closed |
$652 - $768
|
0
$0
|
|
Dec 18, 2023
Q1 2022
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-18- 0.33% |
$734 - $864
|
5.48K
$0
|
|
May 09, 2022
Q1 2022
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-27Closed |
$1.1K - $1.3K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-36- 0.18% |
$1.47K - $1.73K
|
20.3K
$0
|
|
May 02, 2022
Q1 2022
|
Patriot Investment Management Inc.
|
SELL
|
- |
-37- 0.42% |
$1.51K - $1.78K
|
8.81K
$0
|
|
Apr 29, 2022
Q1 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-40Closed |
$1.63K - $1.92K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-59- 0.8% |
$2.41K - $2.83K
|
7.3K
$0
|
|
Apr 27, 2022
Q1 2022
|
Crewe Advisors LLC
|
SELL
|
- |
-70- 10.0% |
$2.85K - $3.36K
|
630
$0
|
|
Apr 19, 2022
Q1 2022
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-74- 0.95% |
$3.02K - $3.55K
|
7.75K
$0
|
|
May 10, 2022
Q1 2022
|
Terril Brothers, Inc.
|
SELL
|
- |
-75- 0.37% |
$3.06K - $3.6K
|
20.3K
$0
|
|
May 06, 2022
Q1 2022
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-85Closed |
$3.47K - $4.08K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Dark Forest Capital Management LP
Weston, CT |
SELL
|
- |
-89Closed |
$3.63K - $4.27K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Raymond James Trust N.A.
|
SELL
|
- |
-91- 0.83% |
$3.71K - $4.37K
|
10.8K
$0
|