Purchases and Sales Made in Q1 2024 in West Rock CO (WRK)
This table provides information about the institutional ownership of West Rock CO (WRK) during Q1 2024. 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, 2024
Q1 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
85+ 121.43% |
$3.26K - $4.2K
|
155
$0
|
|
|
May 07, 2024
Q1 2024
|
Arizona State Retirement System
|
BUY
|
- |
82+ 0.12% |
$3.15K - $4.05K
|
70.6K
$0
|
|
|
May 14, 2024
Q1 2024
|
Keybank National Association
|
BUY
|
- |
64+ 0.34% |
$2.46K - $3.16K
|
18.8K
$0
|
|
|
May 15, 2024
Q1 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
63+ 1.85% |
$2.42K - $3.12K
|
3.47K
$0
|
|
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
58+ 0.77% |
$2.23K - $2.87K
|
7.59K
$0
|
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
56+ 0.46% |
$2.15K - $2.77K
|
12.2K
$0
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
53+ 0.14% |
$2.03K - $2.62K
|
37.8K
$0
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
51+ 25.63% |
$1.96K - $2.52K
|
250
$0
|
|
|
May 08, 2024
Q1 2024
|
Independent Advisor Alliance
|
BUY
|
- |
42+ 0.46% |
$1.61K - $2.08K
|
9.13K
$0
|
|
|
May 06, 2024
Q1 2024
|
Mesirow Institutional Investment Management, Inc.
Chicago, IL |
BUY
|
- |
41+ 0.06% |
$1.57K - $2.03K
|
68.9K
$0
|
|
|
Apr 11, 2024
Q1 2024
|
Paragon Capital Management LTD
|
BUY
|
- |
38+ 0.53% |
$1.46K - $1.88K
|
7.23K
$0
|
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
38+ 12.22% |
$1.46K - $1.88K
|
349
$0
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
37+ 0.46% |
$1.42K - $1.83K
|
8.15K
$0
|
|
|
May 09, 2024
Q1 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
34New |
$1.3K - $1.68K
|
34
$0
|
|
|
Apr 05, 2024
Q1 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
34+ 2.5% |
$1.3K - $1.68K
|
1.4K
$0
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
32+ 0.75% |
$1.23K - $1.58K
|
4.31K
$0
|
|
|
May 14, 2024
Q1 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
BUY
|
- |
29New |
$1.11K - $1.43K
|
29
$0
|
|
|
May 15, 2024
Q1 2024
|
Core Alternative Capital
|
BUY
|
- |
28New |
$1.07K - $1.38K
|
28
$0
|
|
|
May 07, 2024
Q1 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
26+ 0.54% |
$998 - $1.29K
|
4.85K
$0
|
|
|
May 17, 2024
Q1 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
25+ 0.24% |
$959 - $1.24K
|
10.4K
$0
|
|
|
May 07, 2024
Q1 2024
|
M&T Bank Corp
|
BUY
|
- |
17+ 0.08% |
$652 - $841
|
21.6K
$0
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
16+ 14.16% |
$614 - $791
|
129
$0
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
13+ 1.14% |
$499 - $643
|
1.16K
$0
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
12New |
$460 - $593
|
12
$0
|
|
|
May 09, 2024
Q1 2024
|
Quest Partners LLC
New York, NY |
BUY
|
- |
12New |
$460 - $593
|
12
$0
|
|
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
10+ 1.44% |
$384 - $495
|
705
$0
|
|
|
Apr 25, 2024
Q1 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
10+ 1.66% |
$384 - $495
|
613
$0
|
|
|
May 15, 2024
Q1 2024
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
8+ 0.02% |
$307 - $396
|
33.3K
$0
|
|
|
Apr 26, 2024
Q1 2024
|
Umb Bank, N.A.
|
BUY
|
- |
6New |
$230 - $297
|
6
$0
|
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
6+ 0.7% |
$230 - $297
|
868
$0
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
5+ 166.67% |
$192 - $247
|
8
$0
|
|
|
Apr 30, 2024
Q1 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
5New |
$192 - $247
|
5
$0
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
4+ 0.38% |
$153 - $198
|
1.05K
$0
|
|
|
May 14, 2024
Q1 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
3+ 0.62% |
$115 - $148
|
489
$0
|
|
|
May 02, 2024
Q1 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
3+ 0.06% |
$115 - $148
|
5.12K
$0
|
|
|
May 13, 2024
Q1 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
3+ 16.67% |
$115 - $148
|
21
$0
|
|
|
Apr 30, 2024
Q1 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
2+ 5.71% |
$76.7 - $98.9
|
37
$0
|
|
|
Apr 18, 2024
Q1 2024
|
Weatherly Asset Management L. P.
|
BUY
|
- |
2+ 0.01% |
$76.7 - $98.9
|
29.6K
$0
|
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
2+ 0.67% |
$76.7 - $98.9
|
302
$0
|
|
|
May 14, 2024
Q1 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
2+ 1.69% |
$76.7 - $98.9
|
120
$0
|
|
|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1+ 0.72% |
$38.4 - $49.5
|
140
$0
|
|
|
Apr 30, 2024
Q1 2024
|
Tfc Financial Management
|
BUY
|
- |
1+ 10.0% |
$38.4 - $49.5
|
11
$0
|
|
|
May 14, 2024
Q1 2024
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
1+ 0.61% |
$38.4 - $49.5
|
164
$0
|
|
|
May 02, 2024
Q1 2024
|
Quent Capital, LLC
|
SELL
|
- |
-1- 0.04% |
$38.4 - $49.5
|
2.49K
$0
|
|
|
Jun 28, 2024
Q1 2024
|
Quent Capital, LLC
|
SELL
|
- |
-1- 0.04% |
$38.4 - $49.5
|
2.49K
$0
|
|
|
May 14, 2024
Q1 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-2- 3.57% |
$76.7 - $98.9
|
54
$0
|
|
|
May 13, 2024
Q1 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-3- 0.06% |
$115 - $148
|
5.11K
$0
|
|
|
Apr 03, 2024
Q1 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-7- 18.42% |
$269 - $346
|
31
$0
|
|
|
May 06, 2024
Q1 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-8- 0.09% |
$307 - $396
|
8.46K
$0
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-19- 2.96% |
$729 - $940
|
623
$0
|