Purchases and Sales Made in Q4 2023 in West Rock CO (WRK)
This table provides information about the institutional ownership of West Rock CO (WRK) during Q4 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 |
---|---|---|---|---|---|---|---|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
28+ 0.35% |
$946 - $1.21K
|
8.12K
$0
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
26New |
$878 - $1.13K
|
26
$0
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
23+ 0.28% |
$777 - $995
|
8.36K
$0
|
|
Feb 12, 2024
Q4 2023
|
Zions Bancorporation, N.A.
|
BUY
|
- |
22+ 40.0% |
$743 - $952
|
77
$0
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
20New |
$675 - $866
|
20
$0
|
|
Feb 09, 2024
Q4 2023
|
Financial Advisors Network, Inc.
|
BUY
|
- |
19+ 0.34% |
$642 - $822
|
5.63K
$0
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
18New |
$608 - $779
|
18
$0
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
17+ 13.93% |
$574 - $736
|
139
$0
|
|
Feb 13, 2024
Q4 2023
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
12New |
$405 - $519
|
12
$0
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
BUY
|
- |
11New |
$371 - $476
|
11
$0
|
|
Jan 25, 2024
Q4 2023
|
Tfc Financial Management
|
BUY
|
- |
10New |
$338 - $433
|
10
$0
|
|
Jan 16, 2024
Q4 2023
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
9+ 0.03% |
$304 - $390
|
25.8K
$0
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
8+ 0.68% |
$270 - $346
|
1.18K
$0
|
|
Feb 12, 2024
Q4 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
6+ 0.25% |
$203 - $260
|
2.37K
$0
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
5+ 0.66% |
$169 - $216
|
765
$0
|
|
Feb 13, 2024
Q4 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
4+ 0.83% |
$135 - $173
|
486
$0
|
|
Feb 09, 2024
Q4 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
4+ 2.96% |
$135 - $173
|
139
$0
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
3+ 1.01% |
$101 - $130
|
300
$0
|
|
Jan 24, 2024
Q4 2023
|
Canal Capital Management, LLC
|
BUY
|
- |
3+ 0.0% |
$101 - $130
|
117K
$0
|
|
Feb 14, 2024
Q4 2023
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
2+ 1.24% |
$67.5 - $86.6
|
163
$0
|
|
Mar 08, 2024
Q4 2023
|
Trust CO Of Vermont
|
BUY
|
- |
2New |
$67.5 - $86.6
|
2
$0
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1+ 0.26% |
$33.8 - $43.3
|
386
$0
|
|
Jan 30, 2024
Q4 2023
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
1New |
$33.8 - $43.3
|
1
$0
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1+ 0.47% |
$33.8 - $43.3
|
213
$0
|
|
Jan 26, 2024
Q4 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
1+ 7.14% |
$33.8 - $43.3
|
15
$0
|
|
Feb 28, 2025
Q4 2023
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 05, 2024
Q4 2023
|
Concord Wealth Partners
|
SELL
|
- |
-2- 4.88% |
$67.5 - $86.6
|
39
$0
|
|
Apr 30, 2024
Q4 2023
|
Concord Wealth Partners
|
SELL
|
- |
-2- 4.88% |
$67.5 - $86.6
|
39
$0
|
|
Jan 17, 2024
Q4 2023
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-3- 0.05% |
$101 - $130
|
5.8K
$0
|
|
Feb 08, 2024
Q4 2023
|
Independent Advisor Alliance
|
SELL
|
- |
-3- 0.03% |
$101 - $130
|
9.09K
$0
|
|
Apr 04, 2024
Q4 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-5- 62.5% |
$169 - $216
|
3
$0
|
|
Feb 13, 2024
Q4 2023
|
Keybank National Association
|
SELL
|
- |
-7- 0.04% |
$236 - $303
|
18.8K
$0
|
|
Feb 08, 2024
Q4 2023
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-15- 9.87% |
$507 - $649
|
137
$0
|
|
Feb 12, 2024
Q4 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-17- 0.14% |
$574 - $736
|
12.3K
$0
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-25- 1.86% |
$844 - $1.08K
|
1.32K
$0
|
|
Feb 13, 2024
Q4 2023
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-29- 0.19% |
$979 - $1.26K
|
15.6K
$0
|
|
Feb 13, 2024
Q4 2023
|
Norinchukin Bank, The
Tokyo, M0 |
SELL
|
- |
-30- 0.35% |
$1.01K - $1.3K
|
8.48K
$0
|
|
Feb 08, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-41- 73.21% |
$1.38K - $1.77K
|
15
$0
|
|
Apr 26, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-41- 73.21% |
$1.38K - $1.77K
|
15
$0
|
|
Jan 10, 2024
Q4 2023
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-45- 15.79% |
$1.52K - $1.95K
|
240
$0
|
|
Jan 31, 2024
Q4 2023
|
Investors Asset Management Of Georgia Inc
|
SELL
|
- |
-49- 0.53% |
$1.65K - $2.12K
|
9.19K
$0
|
|
Nov 04, 2024
Q4 2023
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
SELL
|
- |
-98- 38.28% |
$3.31K - $4.24K
|
158
$0
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-100- 33.44% |
$3.38K - $4.33K
|
199
$0
|
|
Feb 07, 2024
Q4 2023
|
Arcataur Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-110- 0.99% |
$3.71K - $4.76K
|
11K
$0
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-111- 1.46% |
$3.75K - $4.8K
|
7.48K
$0
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-112- 1.04% |
$3.78K - $4.85K
|
10.7K
$0
|
|
Feb 12, 2024
Q4 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-114- 27.54% |
$3.85K - $4.93K
|
300
$0
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-125- 52.52% |
$4.22K - $5.41K
|
113
$0
|
|
Jan 30, 2024
Q4 2023
|
Sentry Investment Management LLC
|
SELL
|
- |
-143- 9.72% |
$4.83K - $6.19K
|
1.33K
$0
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-162- 0.53% |
$5.47K - $7.01K
|
30.5K
$0
|