Purchases and Sales Made in Q1 2023 in West Rock CO (WRK)
This table provides information about the institutional ownership of West Rock CO (WRK) during Q1 2023. 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 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
5+ 15.15% |
$135 - $196
|
38
$0
|
|
|
May 15, 2023
Q1 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
4+ 0.85% |
$108 - $157
|
473
$0
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
3+ 1.04% |
$81.2 - $118
|
292
$0
|
|
|
May 16, 2023
Q1 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
2New |
$54.1 - $78.5
|
2
$0
|
|
|
Jan 02, 2024
Q1 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
1+ 0.04% |
$27.1 - $39.2
|
2.31K
$0
|
|
|
Apr 28, 2023
Q1 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1+ 2.94% |
$27.1 - $39.2
|
35
$0
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
1New |
$27.1 - $39.2
|
1
$0
|
|
|
Apr 04, 2024
Q1 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
1+ 33.33% |
$27.1 - $39.2
|
4
$0
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 26, 2024
Q1 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 03, 2023
Q1 2023
|
Tfo Tdc, LLC
|
SELL
|
- |
-1- 50.0% |
$27.1 - $39.2
|
1
$0
|
|
|
May 03, 2023
Q1 2023
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-2- 0.01% |
$54.1 - $78.5
|
18.3K
$0
|
|
|
May 11, 2023
Q1 2023
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-4- 21.05% |
$108 - $157
|
15
$0
|
|
|
May 11, 2023
Q1 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-5- 0.04% |
$135 - $196
|
14K
$0
|
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-6- 0.18% |
$162 - $235
|
3.25K
$0
|
|
|
Apr 20, 2023
Q1 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-9- 24.32% |
$244 - $353
|
28
$0
|
|
|
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-10- 19.61% |
$271 - $392
|
41
$0
|
|
|
May 09, 2023
Q1 2023
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-14- 0.08% |
$379 - $549
|
17.7K
$0
|
|
|
May 10, 2023
Q1 2023
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-19- 8.33% |
$514 - $746
|
209
$0
|
|
|
Apr 24, 2023
Q1 2023
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-20- 12.12% |
$541 - $785
|
145
$0
|
|
|
Dec 18, 2023
Q1 2023
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-24- 0.44% |
$650 - $942
|
5.45K
$0
|
|
|
May 04, 2023
Q1 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-31- 7.03% |
$839 - $1.22K
|
410
$0
|
|
|
May 10, 2023
Q1 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-31- 19.75% |
$839 - $1.22K
|
126
$0
|
|
|
May 10, 2023
Q1 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-52- 0.57% |
$1.41K - $2.04K
|
9.06K
$0
|
|
|
Apr 26, 2023
Q1 2023
|
Mv Capital Management, Inc.
|
SELL
|
- |
-58- 43.94% |
$1.57K - $2.28K
|
74
$0
|
|
|
Jun 14, 2024
Q1 2023
|
Quent Capital, LLC
|
SELL
|
- |
-68- 2.73% |
$1.84K - $2.67K
|
2.42K
$0
|
|
|
May 11, 2023
Q1 2023
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-76- 93.83% |
$2.06K - $2.98K
|
5
$0
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-83- 8.01% |
$2.25K - $3.26K
|
953
$0
|
|
|
Apr 06, 2023
Q1 2023
|
Patten Group, Inc.
|
SELL
|
- |
-94- 1.05% |
$2.54K - $3.69K
|
8.87K
$0
|
|
|
Apr 26, 2023
Q1 2023
|
Sentry Investment Management LLC
|
SELL
|
- |
-98- 5.54% |
$2.65K - $3.85K
|
1.67K
$0
|
|
|
Apr 24, 2023
Q1 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-98- 67.59% |
$2.65K - $3.85K
|
47
$0
|
|
|
Dec 12, 2023
Q1 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-99- 11.37% |
$2.68K - $3.88K
|
772
$0
|
|
|
Apr 12, 2023
Q1 2023
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-116- 6.77% |
$3.14K - $4.55K
|
1.6K
$0
|
|
|
May 11, 2023
Q1 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-147- 0.04% |
$3.98K - $5.77K
|
418K
$0
|
|
|
Apr 18, 2023
Q1 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-150- 23.08% |
$4.06K - $5.89K
|
500
$0
|
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-178- 11.7% |
$4.82K - $6.98K
|
1.34K
$0
|
|
|
Nov 13, 2023
Q1 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-217- 41.97% |
$5.87K - $8.52K
|
300
$0
|
|
|
May 09, 2023
Q1 2023
|
Gladius Capital Management LP
Chicago, IL |
SELL
|
- |
-249- 5.52% |
$6.74K - $9.77K
|
4.26K
$0
|
|
|
May 11, 2023
Q1 2023
|
Investors Research Corp
|
SELL
|
- |
-275- 0.88% |
$7.44K - $10.8K
|
30.8K
$0
|
|
|
May 02, 2023
Q1 2023
|
Cap Wealth Advisors, LLC
|
SELL
|
- |
-278- 0.13% |
$7.53K - $10.9K
|
222K
$0
|
|
|
Apr 26, 2023
Q1 2023
|
Cva Family Office, LLC
|
SELL
|
- |
-285- 91.94% |
$7.71K - $11.2K
|
25
$0
|
|
|
May 11, 2023
Q1 2023
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-300- 81.08% |
$8.12K - $11.8K
|
70
$0
|
|
|
May 03, 2023
Q1 2023
|
Barnett & Company, Inc.
|
SELL
|
- |
-300- 2.59% |
$8.12K - $11.8K
|
11.3K
$0
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
SELL
|
- |
-316- 53.47% |
$8.55K - $12.4K
|
275
$0
|
|
|
Apr 24, 2023
Q1 2023
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-369- 0.22% |
$9.99K - $14.5K
|
169K
$0
|
|
|
May 09, 2023
Q1 2023
|
Boston Partners
Boston, MA |
SELL
|
- |
-377- 1.17% |
$10.2K - $14.8K
|
31.7K
$0
|
|
|
May 03, 2023
Q1 2023
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-400- 3.28% |
$10.8K - $15.7K
|
11.8K
$0
|
|
|
Apr 13, 2023
Q1 2023
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-406- 0.23% |
$11K - $15.9K
|
179K
$0
|
|
|
May 15, 2023
Q1 2023
|
La Banque Postale Asset Management Sa
Paris, I0 |
SELL
|
- |
-461- 2.53% |
$12.5K - $18.1K
|
17.8K
$0
|
|
|
Apr 25, 2023
Q1 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-465- 4.8% |
$12.6K - $18.2K
|
9.22K
$0
|