Purchases and Sales Made in Q2 2025 in Western Union CO (WU)
This table provides information about the institutional ownership of Western Union CO (WU) during Q2 2025. The information is specifically focused on institutions that hold shares of Western Union CO.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 28, 2025
Q2 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
197+ 74.34% |
$1.65K - $2.09K
|
462
$3.85K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
162+ 21.98% |
$1.36K - $1.72K
|
899
$7.5K
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
86New |
$720 - $914
|
86
$717
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
80+ 4.09% |
$670 - $850
|
2.03K
$17K
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
74+ 5.19% |
$619 - $787
|
1.5K
$12.5K
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
72+ 86.75% |
$603 - $765
|
155
$1.29K
|
|
|
Aug 11, 2025
Q2 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
70+ 5.7% |
$586 - $744
|
1.3K
$10.8K
|
|
|
Aug 04, 2025
Q2 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
62+ 2.73% |
$519 - $659
|
2.33K
$19.4K
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
53New |
$444 - $563
|
53
$442
|
|
|
Aug 06, 2025
Q2 2025
|
S&T Bank
Indiana, PA |
BUY
|
- |
42New |
$352 - $446
|
42
$350
|
|
|
Jul 24, 2025
Q2 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
38+ 0.34% |
$318 - $404
|
11.3K
$94.4K
|
|
|
Aug 13, 2025
Q2 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
31+ 387.5% |
$259 - $330
|
39
$325
|
|
|
Aug 15, 2025
Q2 2025
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
23New |
$193 - $244
|
23
$192
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
22+ 0.06% |
$184 - $234
|
37.6K
$314K
|
|
|
Jul 01, 2025
Q2 2025
|
Rowland & CO Investment Counsel
Atlanta, GA |
BUY
|
- |
16+ 0.02% |
$134 - $170
|
80.6K
$673K
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
BUY
|
- |
15+ 1.0% |
$126 - $159
|
1.52K
$12.7K
|
|
|
Jul 22, 2025
Q2 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
11+ 157.14% |
$92.1 - $117
|
18
$150
|
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
8+ 266.67% |
$67 - $85
|
11
$91.7
|
|
|
Jul 29, 2025
Q2 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
8New |
$67 - $85
|
8
$66.7
|
|
|
Jul 22, 2025
Q2 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
6+ 85.71% |
$50.2 - $63.8
|
13
$108
|
|
|
Aug 07, 2025
Q2 2025
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
6+ 2.82% |
$50.2 - $63.8
|
219
$1.83K
|
|
|
Jul 17, 2025
Q2 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
3+ 3.09% |
$25.1 - $31.9
|
100
$834
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1+ 16.67% |
$8.37 - $10.6
|
7
$58.4
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 17, 2025
Q2 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-1- 2.04% |
$8.37 - $10.6
|
48
$400
|
|
|
Aug 08, 2025
Q2 2025
|
Mv Capital Management, Inc.
|
SELL
|
- |
-24- 2.61% |
$201 - $255
|
894
$7.46K
|
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-31- 70.45% |
$259 - $330
|
13
$108
|
|
|
Aug 06, 2025
Q2 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-36- 83.72% |
$301 - $383
|
7
$58.4
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-39- 5.23% |
$326 - $415
|
706
$5.89K
|
|
|
Jul 31, 2025
Q2 2025
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
SELL
|
- |
-59- 90.77% |
$494 - $627
|
6
$50
|
|
|
Aug 12, 2025
Q2 2025
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-92- 10.81% |
$770 - $978
|
759
$6.33K
|
|
|
Aug 13, 2025
Q2 2025
|
Scotia Capital Inc.
|
SELL
|
- |
-118- 0.89% |
$988 - $1.25K
|
13.1K
$110K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-118- 0.09% |
$988 - $1.25K
|
136K
$1.13M
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-147- 80.33% |
$1.23K - $1.56K
|
36
$300
|
|
|
Jul 24, 2025
Q2 2025
|
Hemington Wealth Management
|
SELL
|
- |
-166- 58.45% |
$1.39K - $1.76K
|
118
$984
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
SELL
|
- |
-179- 11.02% |
$1.5K - $1.9K
|
1.45K
$12.1K
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-196- 0.67% |
$1.64K - $2.08K
|
29.3K
$244K
|
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-250- 14.29% |
$2.09K - $2.66K
|
1.5K
$12.5K
|
|
|
Aug 11, 2025
Q2 2025
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-251- 13.55% |
$2.1K - $2.67K
|
1.6K
$13.4K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-303- 86.08% |
$2.54K - $3.22K
|
49
$409
|
|
|
Aug 06, 2025
Q2 2025
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-341- 96.06% |
$2.85K - $3.62K
|
14
$117
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-345- 57.02% |
$2.89K - $3.67K
|
260
$2.17K
|
|
|
Aug 15, 2025
Q2 2025
|
Wealth Collab, LLC
Bellevue, WA |
SELL
|
- |
-345- 20.08% |
$2.89K - $3.67K
|
1.37K
$11.5K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-403- 15.93% |
$3.37K - $4.28K
|
2.13K
$17.7K
|
|
|
Aug 14, 2025
Q2 2025
|
Treasurer Of The State Of North Carolina
|
SELL
|
- |
-491- 0.32% |
$4.11K - $5.22K
|
154K
$1.29M
|
|
|
Jul 30, 2025
Q2 2025
|
Securian Asset Management, Inc
|
SELL
|
- |
-492- 1.92% |
$4.12K - $5.23K
|
25.2K
$210K
|
|
|
Aug 01, 2025
Q2 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-563- 44.75% |
$4.71K - $5.98K
|
695
$5.8K
|
|
|
Jul 16, 2025
Q2 2025
|
Dakota Wealth Management
|
SELL
|
- |
-570- 0.9% |
$4.77K - $6.06K
|
62.5K
$521K
|
|
|
Jul 25, 2025
Q2 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-618- 22.28% |
$5.17K - $6.57K
|
2.16K
$18K
|