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 519 institutions that hold shares in the stock, with a total of 304 Million shares, which have been reported (via 13F filing form) to have a value of $2.96 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Moisand Fitzgerald Tamayo, LLC
|
Apr 22, 2025 Q1 2025 |
100
shares
|
$972
0.0% of portfolio
|
Q3 2017
New holding
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Apr 29, 2025 Q1 2025 |
97
shares
|
$942
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
72
shares
|
$699
0.0% of portfolio
|
Q3 2021
Reduced 59.32%
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
May 13, 2025 Q1 2025 |
65
shares
|
$631
0.0% of portfolio
|
Q1 2025
Reduced 97.37%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
65
shares
|
$631
0.0% of portfolio
|
Q2 2022
Reduced 70.45%
|
|
|
Breakwater Investment Management
Seattle, WA |
Apr 17, 2025 Q1 2025 |
64
shares
|
$622
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Apr 07, 2025 Q1 2025 |
54
shares
|
$524
0.0% of portfolio
|
Q1 2025
Added 315.38%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Apr 25, 2025 Q1 2025 |
49
shares
|
$476
0.0% of portfolio
|
Q1 2025
Added 13.95%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
May 01, 2025 Q1 2025 |
48
shares
|
$466
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bare Financial Services, Inc
Gap, PA |
May 12, 2025 Q1 2025 |
46
shares
|
$447
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
May 09, 2025 Q1 2025 |
46
shares
|
$447
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bokf, Na
Tulsa, OK |
May 13, 2025 Q1 2025 |
45
shares
|
$437
0.0% of portfolio
|
Q2 2023
Reduced 90.04%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Apr 15, 2025 Q1 2025 |
44
shares
|
$427
0.0% of portfolio
|
Q1 2025
Added 22.22%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Apr 10, 2025 Q1 2025 |
43
shares
|
$417
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
May 13, 2025 Q1 2025 |
37
shares
|
$359
0.0% of portfolio
|
Q1 2025
Reduced 92.08%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Feb 21, 2025 Q4 2024 |
36
shares
|
$349
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Hazlett, Burt & Watson, Inc.
|
May 05, 2025 Q1 2025 |
27
shares
|
$262
0.0% of portfolio
|
Q1 2025
Added 3.85%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
19
shares
|
$184
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Capital Advisors, Ltd. LLC
|
Apr 15, 2025 Q1 2025 |
15
shares
|
$145
0.0% of portfolio
|
Q1 2025
Reduced 37.5%
|
|
|
Hallmark Capital Management Inc
|
May 07, 2025 Q1 2025 |
15
shares
|
$145
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Concord Wealth Partners
|
May 02, 2025 Q1 2025 |
10
shares
|
$97
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
May 05, 2025 Q1 2025 |
8
shares
|
$77
0.0% of portfolio
|
Q1 2025
Reduced 38.46%
|
|
|
Bay Harbor Wealth Management, LLC
|
May 12, 2025 Q1 2025 |
7
shares
|
$68
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Soa Wealth Advisors, Llc.
|
Apr 14, 2025 Q1 2025 |
6
shares
|
$58
0.0% of portfolio
|
Q2 2023
Added 20.0%
|
|
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
Feb 19, 2025 Q4 2024 |
5
shares
|
$48
0.0% of portfolio
|
Q4 2024
Reduced 99.99%
|