Latest Institutional Transactions on Wolters Kluwer Nv Spons Adr (WTKWY)
This table provides information on the latest institutional transactions involving Wolters Kluwer Nv Spons Adr (WTKWY) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 30, 2024
Q3 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-111- 2.75% |
$17.8K - $19.6K
|
3.92K
$669K
|
|
|
Oct 23, 2024
Q3 2024
|
Bull Oak Capital, LLC
San Diego, CA |
BUY
|
- |
21New |
$3.36K - $3.7K
|
21
$3.58K
|
|
|
Oct 22, 2024
Q3 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
87New |
$13.9K - $15.3K
|
87
$14.8K
|
|
|
Oct 21, 2024
Q3 2024
|
Copeland Capital Management, LLC
|
BUY
|
- |
18New |
$2.88K - $3.17K
|
18
$3.07K
|
|
|
Oct 07, 2024
Q3 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
82+ 2.59% |
$13.1K - $14.4K
|
3.24K
$553K
|
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
378+ 23.83% |
$60.5K - $66.6K
|
1.96K
$335K
|
|
| Q2 2024 | |||||||
|
Aug 12, 2024
Q2 2024
|
Mai Capital Management
|
BUY
|
- |
52+ 1.11% |
$7.77K - $8.67K
|
4.74K
$808K
|
|
|
Aug 01, 2024
Q2 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
378+ 4.98% |
$56.5K - $63.1K
|
7.97K
$1.36M
|
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
2+ 3.17% |
$299 - $334
|
65
$11.1K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Amundi
Paris, I0 |
BUY
|
- |
9New |
$1.26K - $1.45K
|
9
$1.54K
|
|
|
May 13, 2024
Q1 2024
|
Promethos Capital, LLC
Boston, MA |
BUY
|
- |
9.11KNew |
$1.27M - $1.46M
|
9.11K
$1.55M
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
7+ 21.88% |
$977 - $1.13K
|
39
$6.65K
|
|
| Q4 2023 | |||||||
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 06, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-106- 1.3% |
$12.7K - $15.5K
|
8.04K
$1.37M
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
48New |
$5.75K - $7.02K
|
48
$8.19K
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Russell Investments Group, Ltd.
|
BUY
|
- |
28+ 53.85% |
$3.25K - $3.57K
|
80
$13.6K
|
|
|
Nov 13, 2023
Q3 2023
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
4New |
$464 - $510
|
4
$682
|
|
|
Nov 08, 2023
Q3 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
2New |
$232 - $255
|
2
$341
|
|
|
Nov 07, 2023
Q3 2023
|
Motco
|
SELL
|
- |
-3- 23.08% |
$348 - $382
|
10
$1.71K
|
|
| Q1 2023 | |||||||
|
May 12, 2023
Q1 2023
|
Old Mission Capital LLC
|
BUY
|
- |
4.24KNew |
$436K - $536K
|
4.24K
$724K
|
|
|
May 12, 2023
Q1 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
1.69KNew |
$174K - $214K
|
1.69K
$289K
|
|
| Q3 2022 | |||||||
|
Feb 14, 2024
Q3 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-50- 19.46% |
$4.7K - $5.47K
|
207
$35.3K
|
|
|
Nov 14, 2022
Q3 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-15- 48.39% |
$1.41K - $1.64K
|
16
$2.73K
|
|
|
Nov 04, 2022
Q3 2022
|
Sierra Capital LLC
|
SELL
|
- |
-3- 13.04% |
$282 - $328
|
20
$3.41K
|
|
|
Oct 17, 2022
Q3 2022
|
Bartlett & Co. LLC
|
SELL
|
- |
-50- 19.46% |
$4.7K - $5.47K
|
207
$35.3K
|
|
| Q2 2022 | |||||||
|
Aug 23, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
70+ 3.05% |
$6.17K - $7.57K
|
2.37K
$403K
|
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-16Closed |
$1.41K - $1.73K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Paradigm Asset Management CO LLC
|
SELL
|
- |
-12.8KClosed |
$1.13M - $1.38M
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-28- 7.39% |
$2.47K - $3.03K
|
351
$59.9K
|
|
| Q1 2022 | |||||||
|
Aug 08, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
144+ 3600.0% |
$13.7K - $16.7K
|
148
$25.2K
|
|
|
May 16, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
399New |
$37.8K - $46.3K
|
399
$68.1K
|
|
|
Apr 20, 2022
Q1 2022
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-6Closed |
$569 - $696
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 12, 2021
Q3 2021
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-57Closed |
$5.76K - $6.63K
|
0
$0
|
|
|
Oct 19, 2021
Q3 2021
|
Gemmer Asset Management LLC
|
SELL
|
- |
-29Closed |
$2.93K - $3.37K
|
0
$0
|
|
|
Oct 08, 2021
Q3 2021
|
Vigilant Capital Management, LLC
|
BUY
|
- |
81New |
$8.19K - $9.42K
|
81
$13.8K
|
|
| Q2 2021 | |||||||
|
Aug 13, 2021
Q2 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-23Closed |
$2.03K - $2.34K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 16, 2021
Q4 2020
|
Impax Asset Management Group PLC
|
SELL
|
- |
-2.37KClosed |
$191K - $218K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Jan 19, 2021
Q3 2020
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-514- 8.34% |
$40.3K - $44.6K
|
5.65K
$964K
|
|
|
Nov 30, 2020
Q3 2020
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-56Closed |
$4.39K - $4.86K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Aug 06, 2024
Q2 2020
|
Hantz Financial Services, Inc.
|
BUY
|
- |
7New |
$455 - $554
|
7
$1.19K
|
|
|
Aug 14, 2020
Q2 2020
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-306Closed |
$19.9K - $24.2K
|
0
$0
|
|
| Q1 2020 | |||||||
|
May 15, 2020
Q1 2020
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-4.68KClosed |
$279K - $370K
|
0
$0
|
|
|
May 05, 2020
Q1 2020
|
Heritage Wealth Advisors
|
SELL
|
- |
-31Closed |
$1.85K - $2.45K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Jan 24, 2020
Q4 2019
|
Advisor Partners LLC
Walnut Creek, CA |
SELL
|
- |
-4.05KClosed |
$283K - $299K
|
0
$0
|
|
| Q4 2018 | |||||||
|
Feb 05, 2019
Q4 2018
|
Wesbanco Bank Inc
|
SELL
|
- |
-3.68KClosed |
N/A
|
0
$0
|
|
|
Jan 30, 2019
Q4 2018
|
Trust CO Of Vermont
|
SELL
|
- |
-60Closed |
N/A
|
0
$0
|
|
| Q2 2018 | |||||||
|
Jul 27, 2018
Q2 2018
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-7.75KClosed |
N/A
|
0
$0
|
|
| Q4 2017 | |||||||
|
Feb 14, 2018
Q4 2017
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-54Closed |
N/A
|
0
$0
|
|