Latest Institutional Transactions on White Mountains Insurance Group LTD (WTM)

WTM Quotes by TradingView

This table provides information on the latest institutional transactions involving White Mountains Insurance Group LTD (WTM) 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
Jul 25, 2023 Q2 2023
Assenagon Asset Management S.A.

BUY
 -
181
New
$239K - $276K
181 $338K
Jul 24, 2023 Q2 2023
Ellsworth Advisors, LLC

BUY
 -
11
+ 3.58%
$14.5K - $16.8K
318 $593K
Jul 20, 2023 Q2 2023
Exchange Traded Concepts, LLC

BUY
 -
5
+ 500.0%
$6.6K - $7.63K
6 $11.2K
Q1 2023
Jan 10, 2025 Q1 2023
Nomura Asset Management CO LTD

Tokyo, M0
SELL
 -
-14
- 53.85%
$18.5K - $21.7K
12 $22.4K
Oct 18, 2024 Q1 2023
Intech Investment Management LLC

West Palm Beach, FL
BUY
 -
351
New
$464K - $545K
351 $655K
Sep 25, 2023 Q1 2023
Brookfield Asset Management Inc.

Toronto, A6
BUY
 -
8.69K
New
$11.5M - $13.5M
8.69K $16.2M
May 25, 2023 Q1 2023
Empower Advisory Group, LLC

Greenwood Village, CO
BUY
 -
151
New
$200K - $234K
151 $282K
May 15, 2023 Q1 2023
Kula Investments, LLC

Chicago, IL
BUY
 -
149
+ 62.61%
$197K - $231K
387 $722K
May 15, 2023 Q1 2023
Acrisure Capital Management, LLC

Austin, TX
SELL
 -
-242
- 49.79%
$320K - $376K
244 $455K
May 15, 2023 Q1 2023
Mercer Global Advisors Inc

Denver, CO
SELL
 -
-26
- 10.74%
$34.4K - $40.3K
216 $403K
May 15, 2023 Q1 2023
Avalon Investment & Advisory

Houston, TX
SELL
 -
-277
- 26.21%
$366K - $430K
780 $1.46M
May 15, 2023 Q1 2023
Tcwp LLC

Tampa, FL
BUY
 -
99
+ 2.89%
$131K - $154K
3.52K $6.57M
May 12, 2023 Q1 2023
Blueshift Asset Management, LLC

Red Bank, NJ
BUY
 -
148
New
$196K - $230K
148 $276K
May 11, 2023 Q1 2023
Icon Wealth Partners, LLC

SELL
 -
-492
- 68.91%
$651K - $763K
222 $414K
May 09, 2023 Q1 2023
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management

SELL
 -
-5
- 1.1%
$6.61K - $7.76K
451 $841K
May 09, 2023 Q1 2023
Grey Fox Wealth Advisors, LLC

Rockland, DE
BUY
 -
5
New
$6.61K - $7.76K
5 $9.33K
May 02, 2023 Q1 2023
Schubert & CO

BUY
 -
1
+ 100.0%
$1.32K - $1.55K
2 $3.73K
Apr 28, 2023 Q1 2023
Triasima Portfolio Management Inc.

BUY
 -
160
New
$212K - $248K
160 $299K
Apr 19, 2023 Q1 2023
International Assets Investment Management, LLC

Orlando, FL
BUY
 -
3
New
$3.97K - $4.66K
3 $5.6K
Apr 12, 2023 Q1 2023
Clearview Wealth Advisors LLC

BUY
 -
1
New
$1.32K - $1.55K
1 $1.87K
Apr 11, 2023 Q1 2023
Mutual Advisors, LLC

Casper, WY
BUY
 -
266
New
$352K - $413K
266 $496K
Q4 2022
Feb 14, 2024 Q4 2022
Bartlett & Co. Wealth Management LLC

Cincinnati, OH
BUY
 -
8
New
$10.3K - $11.4K
8 $14.9K
Mar 06, 2023 Q4 2022
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
1
+ 10.0%
$1.29K - $1.42K
11 $20.5K
Feb 14, 2023 Q4 2022
Zeke Capital Advisors, LLC

Berwyn, PA
SELL
 -
-6
- 1.6%
$7.75K - $8.54K
370 $690K
Feb 14, 2023 Q4 2022
Zullo Investment Group, Inc.

Scranton, PA
SELL
 -
-2
- 12.5%
$2.58K - $2.85K
14 $26.1K
Feb 14, 2023 Q4 2022
Bank Of New York Mellon Corp

New York, NY
BUY
 -
11.6K
New
$14.9M - $16.5M
11.6K $21.6M
Feb 14, 2023 Q4 2022
Personal Capital Advisors Corp

BUY
 -
151
New
$195K - $215K
151 $282K
Feb 14, 2023 Q4 2022
Pgim Custom Harvest LLC

Newark, NJ
SELL
 -
-500
Closed
$645K - $711K
0 $0
Feb 14, 2023 Q4 2022
Icon Wealth Advisors, LLC

Houston, TX
SELL
 -
-492
- 68.91%
$635K - $700K
222 $414K
Feb 14, 2023 Q4 2022
Colonial Trust CO / Sc

Spartanburg, SC
BUY
 -
61
New
$78.7K - $86.8K
61 $114K
Feb 13, 2023 Q4 2022
Jfs Wealth Advisors, LLC

SELL
 -
-1
- 16.67%
$1.29K - $1.42K
5 $9.33K
Feb 13, 2023 Q4 2022
Healthcare Of Ontario Pension Plan Trust Fund

Toronto, A6
BUY
 -
160
New
$207K - $228K
160 $299K
Feb 13, 2023 Q4 2022
Delta Asset Management LLC

Memphis, TN
BUY
 -
19
New
$24.5K - $27K
19 $35.4K
Feb 13, 2023 Q4 2022
Bokf, Na

Tulsa, OK
SELL
 -
-12
- 4.8%
$15.5K - $17.1K
238 $444K
Feb 10, 2023 Q4 2022
Comerica Securities,Inc.

BUY
 -
16
New
$20.7K - $22.8K
16 $29.9K
Feb 07, 2023 Q4 2022
Duality Advisers, LP

Miami, FL
BUY
 -
737
New
$951K - $1.05M
737 $1.38M
Feb 06, 2023 Q4 2022
Tci Wealth Advisors, Inc.

SELL
 -
-1
- 25.0%
$1.29K - $1.42K
3 $5.6K
Feb 02, 2023 Q4 2022
Pro Share Advisors LLC

BUY
 -
1
+ 0.52%
$1.29K - $1.42K
194 $362K
Jan 31, 2023 Q4 2022
Kestra Advisory Services, LLC

BUY
 -
198
New
$256K - $282K
198 $369K
Jan 27, 2023 Q4 2022
Gratus Capital LLC

SELL
 -
-10
- 1.62%
$12.9K - $14.2K
608 $1.13M
Jan 26, 2023 Q4 2022
Outfitter Financial LLC

BUY
 -
150
New
$194K - $213K
150 $280K
Jan 26, 2023 Q4 2022
Comerica Bank

BUY
 -
52
+ 1.48%
$67.1K - $74K
3.56K $6.64M
Jan 13, 2023 Q4 2022
Advisor Net Financial, Inc

SELL
 -
-1
- 50.0%
$1.29K - $1.42K
1 $1.87K
Jan 04, 2023 Q4 2022
Bartlett & Co. LLC

BUY
 -
8
New
$10.3K - $11.4K
8 $14.9K
Q3 2022
Nov 14, 2022 Q3 2022
Macquarie Group LTD

Australia, C3
SELL
 -
-132
- 79.52%
$155K - $184K
34 $63.4K
Nov 14, 2022 Q3 2022
Stonebridge Capital Advisors LLC

St Paul, MN
BUY
 -
2
New
$2.35K - $2.79K
2 $3.73K
Nov 14, 2022 Q3 2022
Atlanta Capital Management CO L L C

Atlanta, GA
SELL
 -
-7.72K
- 5.71%
$9.09M - $10.8M
127K $238M
Nov 14, 2022 Q3 2022
Css LLC

Chicago, IL
BUY
 -
171
New
$201K - $238K
171 $319K
Nov 14, 2022 Q3 2022
Caxton Associates LP

New York, NY
BUY
 -
1.36K
New
$1.6M - $1.89M
1.36K $2.53M

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