Institutional Ownership Western Union CO (WU)
This table provides information about the institutional ownership of Western Union CO (WU). We have compiled data on the 497 institutions that hold shares in the stock, with a total of 300 Million shares, which have been reported (via 13F filing form) to have a value of $3.22 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Nov 18, 2024 Q3 2024 |
200
shares
|
$2,144
0.0% of portfolio
|
Q2 2024
Added 100.0%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
200
shares
|
$2,144
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Mc Ilrath & Eck, LLC
|
Nov 19, 2024 Q3 2024 |
194
shares
|
$2,079
0.0% of portfolio
|
Q2 2018
Reduced 29.45%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Oct 25, 2024 Q3 2024 |
175
shares
|
$1,876
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
154
shares
|
$1,650
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Oct 25, 2024 Q3 2024 |
130
shares
|
$1,393
0.0% of portfolio
|
Q3 2023
Reduced 18.75%
|
|
|
Jfs Wealth Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
114
shares
|
$1,222
0.0% of portfolio
|
Q3 2024
Reduced 37.7%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
108
shares
|
$1,157
0.0% of portfolio
|
Q3 2022
Reduced 93.28%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Oct 09, 2024 Q3 2024 |
100
shares
|
$1,072
0.0% of portfolio
|
Q3 2017
New holding
|
|
|
Hemington Wealth Management
|
Nov 12, 2024 Q3 2024 |
80
shares
|
$857
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
72
shares
|
$771
0.0% of portfolio
|
Q3 2021
Reduced 59.32%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
65
shares
|
$696
0.0% of portfolio
|
Q2 2022
Reduced 70.45%
|
|
|
Breakwater Investment Management
Seattle, WA |
Nov 05, 2024 Q3 2024 |
64
shares
|
$686
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Oct 16, 2024 Q3 2024 |
55
shares
|
$589
0.0% of portfolio
|
Q1 2024
Reduced 3.51%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Oct 08, 2024 Q3 2024 |
48
shares
|
$514
0.0% of portfolio
|
Q3 2024
Reduced 14.29%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Oct 16, 2024 Q3 2024 |
46
shares
|
$493
0.0% of portfolio
|
Q3 2024
Reduced 16.36%
|
|
|
Bokf, Na
Tulsa, OK |
Nov 14, 2024 Q3 2024 |
45
shares
|
$482
0.0% of portfolio
|
Q2 2023
Reduced 90.04%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Aug 09, 2024 Q2 2024 |
37
shares
|
$396
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Nov 13, 2024 Q3 2024 |
36
shares
|
$385
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Hazlett, Burt & Watson, Inc.
|
Oct 30, 2024 Q3 2024 |
26
shares
|
$278
0.0% of portfolio
|
Q3 2024
Added 4.0%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
19
shares
|
$203
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Central Trust CO
Jefferson City, MO |
Oct 22, 2024 Q3 2024 |
18
shares
|
$192
0.0% of portfolio
|
Q3 2024
Reduced 98.77%
|
|
|
Claris Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
17
shares
|
$182
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Hallmark Capital Management Inc
|
Nov 06, 2024 Q3 2024 |
15
shares
|
$160
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 24, 2024 Q3 2024 |
15
shares
|
$160
0.0% of portfolio
|
Q4 2023
Reduced 94.25%
|