Purchases and Sales Made in Q2 2023 in West Rock CO (WRK)
This table provides information about the institutional ownership of West Rock CO (WRK) during Q2 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 |
---|---|---|---|---|---|---|---|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
BUY
|
- |
18+ 0.86% |
$484 - $559
|
2.11K
$0
|
|
Jul 19, 2023
Q2 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
18New |
$484 - $559
|
18
$0
|
|
Aug 11, 2023
Q2 2023
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
15+ 0.09% |
$403 - $466
|
17K
$0
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
14New |
$376 - $435
|
14
$0
|
|
Jul 13, 2023
Q2 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
12+ 42.86% |
$323 - $373
|
40
$0
|
|
Aug 01, 2023
Q2 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
10+ 100.0% |
$269 - $311
|
20
$0
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
9+ 0.02% |
$242 - $280
|
37.5K
$0
|
|
Aug 15, 2023
Q2 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
9+ 100.0% |
$242 - $280
|
18
$0
|
|
Jul 24, 2023
Q2 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
7New |
$188 - $217
|
7
$0
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
7+ 3.78% |
$188 - $217
|
192
$0
|
|
Aug 10, 2023
Q2 2023
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
7+ 4.83% |
$188 - $217
|
152
$0
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
6New |
$161 - $186
|
6
$0
|
|
Aug 14, 2023
Q2 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
5+ 1.06% |
$134 - $155
|
478
$0
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
5+ 0.45% |
$134 - $155
|
1.12K
$0
|
|
Apr 04, 2024
Q2 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
4+ 100.0% |
$108 - $124
|
8
$0
|
|
Jun 14, 2024
Q2 2023
|
Quent Capital, LLC
|
BUY
|
- |
3+ 0.12% |
$80.6 - $93.2
|
2.42K
$0
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
3+ 0.06% |
$80.6 - $93.2
|
4.68K
$0
|
|
Jul 10, 2023
Q2 2023
|
Quent Capital, LLC
|
BUY
|
- |
3+ 0.12% |
$80.6 - $93.2
|
2.42K
$0
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 26, 2024
Q2 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-1- 2.63% |
$26.9 - $31.1
|
37
$0
|
|
Aug 01, 2023
Q2 2023
|
Barnett & Company, Inc.
|
SELL
|
- |
-1- 0.01% |
$26.9 - $31.1
|
11.3K
$0
|
|
Aug 10, 2023
Q2 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-2- 0.02% |
$53.8 - $62.1
|
8.19K
$0
|
|
Aug 03, 2023
Q2 2023
|
Mv Capital Management, Inc.
|
SELL
|
- |
-5- 6.76% |
$134 - $155
|
69
$0
|
|
Jul 31, 2023
Q2 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-12- 0.15% |
$323 - $373
|
8.08K
$0
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-17- 1.87% |
$457 - $528
|
892
$0
|
|
Aug 07, 2023
Q2 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-22- 14.47% |
$591 - $684
|
130
$0
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-23- 40.35% |
$618 - $715
|
34
$0
|
|
Aug 14, 2023
Q2 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-28- 0.03% |
$753 - $870
|
92.7K
$0
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-29- 0.27% |
$780 - $901
|
10.7K
$0
|
|
Aug 02, 2023
Q2 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-36- 0.4% |
$968 - $1.12K
|
9.05K
$0
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-37- 9.95% |
$995 - $1.15K
|
335
$0
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-37- 9.95% |
$995 - $1.15K
|
335
$0
|
|
Aug 09, 2023
Q2 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-38- 30.16% |
$1.02K - $1.18K
|
88
$0
|
|
Jun 28, 2024
Q2 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-46- 0.5% |
$1.24K - $1.43K
|
9.23K
$0
|
|
Jul 14, 2023
Q2 2023
|
626 Financial, LLC
|
SELL
|
- |
-50- 0.29% |
$1.34K - $1.55K
|
17.4K
$0
|
|
Aug 10, 2023
Q2 2023
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-70- 0.16% |
$1.88K - $2.17K
|
44.1K
$0
|
|
Aug 08, 2023
Q2 2023
|
Glassman Wealth Services
|
SELL
|
- |
-71- 16.4% |
$1.91K - $2.21K
|
362
$0
|
|
Aug 10, 2023
Q2 2023
|
Aviva PLC
|
SELL
|
- |
-80- 0.82% |
$2.15K - $2.49K
|
9.72K
$0
|
|
Aug 01, 2023
Q2 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-81- 23.01% |
$2.18K - $2.52K
|
271
$0
|
|
Aug 14, 2023
Q2 2023
|
Guardian Wealth Management, Inc.
Peoria, IL |
SELL
|
- |
-84- 34.43% |
$2.26K - $2.61K
|
160
$0
|
|
Jul 24, 2023
Q2 2023
|
Diligent Investors, LLC
|
SELL
|
- |
-99- 0.38% |
$2.66K - $3.08K
|
26K
$0
|
|
Aug 04, 2023
Q2 2023
|
Terril Brothers, Inc.
|
SELL
|
- |
-100- 0.51% |
$2.69K - $3.11K
|
19.4K
$0
|
|
Aug 11, 2023
Q2 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-111- 25.64% |
$2.98K - $3.45K
|
322
$0
|
|
Aug 15, 2023
Q2 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-144- 35.12% |
$3.87K - $4.47K
|
266
$0
|
|
Jul 28, 2023
Q2 2023
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-154- 73.68% |
$4.14K - $4.78K
|
55
$0
|
|
Aug 14, 2023
Q2 2023
|
Clear Street Markets LLC
|
SELL
|
- |
-165- 33.0% |
$4.44K - $5.13K
|
335
$0
|
|
Aug 09, 2023
Q2 2023
|
Td Asset Management Inc
|
SELL
|
- |
-173- 0.08% |
$4.65K - $5.38K
|
227K
$0
|
|
Jul 10, 2023
Q2 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-183- 82.81% |
$4.92K - $5.69K
|
38
$0
|
|
Aug 15, 2023
Q2 2023
|
National Pension Service
Jeonju Si, Jeollabuk Do, M5 |
SELL
|
- |
-191- 99.48% |
$5.13K - $5.93K
|
1
$0
|