Purchases and Sales Made in Q3 2023 in Western Union CO (WU)
This table provides information about the institutional ownership of Western Union CO (WU) during Q3 2023. 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 |
---|---|---|---|---|---|---|---|
Nov 13, 2023
Q3 2023
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
842+ 0.5% |
$9.53K - $11.3K
|
170K
$1.81M
|
|
Nov 07, 2023
Q3 2023
|
Darwin Advisors, LLC
|
BUY
|
- |
830+ 4.73% |
$9.4K - $11.2K
|
18.4K
$196K
|
|
Nov 14, 2023
Q3 2023
|
Stephens Inc
|
BUY
|
- |
813+ 5.46% |
$9.2K - $10.9K
|
15.7K
$168K
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
791+ 1.42% |
$8.95K - $10.6K
|
56.5K
$604K
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
776+ 7.4% |
$8.78K - $10.4K
|
11.3K
$120K
|
|
Oct 23, 2023
Q3 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
739+ 22.61% |
$8.37K - $9.94K
|
4.01K
$42.8K
|
|
Nov 09, 2023
Q3 2023
|
Loomis Sayles & CO L P
|
BUY
|
- |
733New |
$8.3K - $9.86K
|
733
$7.84K
|
|
Nov 13, 2023
Q3 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
677+ 1.72% |
$7.66K - $9.11K
|
40K
$427K
|
|
Aug 14, 2024
Q3 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
520+ 0.82% |
$5.89K - $6.99K
|
63.9K
$683K
|
|
Nov 09, 2023
Q3 2023
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
474+ 6.06% |
$5.37K - $6.38K
|
8.3K
$88.7K
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
460+ 1.26% |
$5.21K - $6.19K
|
37K
$396K
|
|
Oct 04, 2023
Q3 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
458New |
$5.18K - $6.16K
|
458
$4.9K
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
402+ 1.82% |
$4.55K - $5.41K
|
22.5K
$240K
|
|
Nov 13, 2023
Q3 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
388+ 49.87% |
$4.39K - $5.22K
|
1.17K
$12.5K
|
|
Nov 02, 2023
Q3 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
385New |
$4.36K - $5.18K
|
385
$4.12K
|
|
Nov 14, 2023
Q3 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
326+ 0.43% |
$3.69K - $4.38K
|
75.8K
$811K
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
281+ 6.19% |
$3.18K - $3.78K
|
4.82K
$51.5K
|
|
Oct 27, 2023
Q3 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
246+ 1640.0% |
$2.78K - $3.31K
|
261
$2.79K
|
|
Nov 14, 2023
Q3 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
235+ 0.67% |
$2.66K - $3.16K
|
35.5K
$380K
|
|
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
215New |
$2.43K - $2.89K
|
215
$2.3K
|
|
Nov 13, 2023
Q3 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
203New |
$2.3K - $2.73K
|
203
$2.17K
|
|
Apr 26, 2024
Q3 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
203New |
$2.3K - $2.73K
|
203
$2.17K
|
|
Nov 14, 2023
Q3 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
175+ 188.17% |
$1.98K - $2.35K
|
268
$2.86K
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
BUY
|
- |
170+ 123.19% |
$1.92K - $2.29K
|
308
$3.29K
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
154New |
$1.74K - $2.07K
|
154
$1.65K
|
|
Oct 13, 2023
Q3 2023
|
Gibraltar Capital Management, Inc.
|
BUY
|
- |
102+ 0.18% |
$1.15K - $1.37K
|
56.8K
$607K
|
|
Nov 06, 2023
Q3 2023
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
97+ 0.68% |
$1.1K - $1.3K
|
14.4K
$154K
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
BUY
|
- |
91+ 6.39% |
$1.03K - $1.22K
|
1.51K
$16.2K
|
|
Nov 13, 2023
Q3 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
46+ 8.75% |
$521 - $619
|
572
$6.11K
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
46+ 7.82% |
$521 - $619
|
634
$6.78K
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO
|
BUY
|
- |
38+ 0.05% |
$430 - $511
|
74.2K
$793K
|
|
Nov 13, 2023
Q3 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
11+ 1.97% |
$125 - $148
|
569
$6.08K
|
|
Nov 14, 2023
Q3 2023
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
10+ 0.01% |
$113 - $135
|
181K
$1.93M
|
|
Oct 17, 2023
Q3 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
6+ 11.76% |
$67.9 - $80.7
|
57
$609
|
|
Nov 02, 2023
Q3 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
5+ 2.81% |
$56.6 - $67.3
|
183
$1.96K
|
|
Jun 14, 2024
Q3 2023
|
Quent Capital, LLC
|
BUY
|
- |
4+ 0.48% |
$45.3 - $53.8
|
844
$9.02K
|
|
Oct 10, 2023
Q3 2023
|
Quent Capital, LLC
|
BUY
|
- |
4+ 0.48% |
$45.3 - $53.8
|
844
$9.02K
|
|
Nov 02, 2023
Q3 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
1+ 4.35% |
$11.3 - $13.5
|
24
$257
|
|
Nov 13, 2023
Q3 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 02, 2023
Q3 2023
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-4- 0.58% |
$45.3 - $53.8
|
680
$7.27K
|
|
Nov 08, 2023
Q3 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-4- 0.92% |
$45.3 - $53.8
|
430
$4.6K
|
|
Nov 03, 2023
Q3 2023
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-5Closed |
$56.6 - $67.3
|
0
$0
|
|
Nov 08, 2023
Q3 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-27- 0.24% |
$306 - $363
|
11K
$118K
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-27- 0.23% |
$306 - $363
|
11.8K
$126K
|
|
Oct 25, 2023
Q3 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-30- 18.75% |
$340 - $404
|
130
$1.39K
|
|
Nov 13, 2023
Q3 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-50- 8.82% |
$566 - $673
|
517
$5.53K
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
SELL
|
- |
-53- 2.7% |
$600 - $713
|
1.91K
$20.4K
|
|
Nov 13, 2023
Q3 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-55- 0.41% |
$623 - $740
|
13.4K
$144K
|