Purchases and Sales Made in Q4 2021 in Western Union CO (WU)
This table provides information about the institutional ownership of Western Union CO (WU) during Q4 2021. 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 |
---|---|---|---|---|---|---|---|
Feb 07, 2022
Q4 2021
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
340New |
$5.38K - $7.24K
|
340
$4.13K
|
|
Feb 01, 2022
Q4 2021
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
314+ 2.14% |
$4.97K - $6.69K
|
15K
$182K
|
|
Feb 02, 2022
Q4 2021
|
Barnett & Company, Inc.
|
BUY
|
- |
300+ 0.81% |
$4.75K - $6.39K
|
37.5K
$456K
|
|
Feb 17, 2022
Q4 2021
|
Concorde Financial Corp
Dallas, TX |
BUY
|
- |
300New |
$4.75K - $6.39K
|
300
$3.65K
|
|
Jan 25, 2022
Q4 2021
|
Fukoku Mutual Life Insurance CO
|
BUY
|
- |
290+ 3.22% |
$4.59K - $6.17K
|
9.31K
$113K
|
|
Feb 11, 2022
Q4 2021
|
Zions Bancorporation, N.A.
|
BUY
|
- |
284+ 159.55% |
$4.49K - $6.05K
|
462
$5.62K
|
|
Jan 24, 2022
Q4 2021
|
West Branch Capital LLC
|
BUY
|
- |
276New |
$4.37K - $5.88K
|
276
$3.36K
|
|
May 20, 2022
Q4 2021
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
273New |
$4.32K - $5.81K
|
273
$3.32K
|
|
Jan 18, 2022
Q4 2021
|
Lindbrook Capital, LLC
|
BUY
|
- |
271+ 46.25% |
$4.29K - $5.77K
|
857
$10.4K
|
|
Feb 14, 2022
Q4 2021
|
Glassman Wealth Services
|
BUY
|
- |
216+ 400.0% |
$3.42K - $4.6K
|
270
$3.28K
|
|
Feb 14, 2022
Q4 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
202+ 50.5% |
$3.2K - $4.3K
|
602
$7.32K
|
|
Feb 10, 2022
Q4 2021
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
200New |
$3.16K - $4.26K
|
200
$2.43K
|
|
Feb 11, 2022
Q4 2021
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
200New |
$3.16K - $4.26K
|
200
$2.43K
|
|
Jan 28, 2022
Q4 2021
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
196New |
$3.1K - $4.17K
|
196
$2.38K
|
|
Feb 08, 2022
Q4 2021
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
175New |
$2.77K - $3.73K
|
175
$2.13K
|
|
Jan 31, 2022
Q4 2021
|
Raymond James Trust N.A.
|
BUY
|
- |
160+ 0.53% |
$2.53K - $3.41K
|
30.2K
$367K
|
|
Feb 09, 2022
Q4 2021
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
158+ 14.2% |
$2.5K - $3.36K
|
1.27K
$15.5K
|
|
Jan 26, 2022
Q4 2021
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
153+ 14.01% |
$2.42K - $3.26K
|
1.25K
$15.1K
|
|
Feb 01, 2022
Q4 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
148+ 6.09% |
$2.34K - $3.15K
|
2.58K
$31.4K
|
|
Feb 24, 2022
Q4 2021
|
Rise Advisors, LLC
|
BUY
|
- |
101New |
$1.6K - $2.15K
|
101
$1.23K
|
|
Feb 14, 2022
Q4 2021
|
Ativo Capital Management LLC
Chicago, IL |
BUY
|
- |
83+ 0.19% |
$1.31K - $1.77K
|
44K
$536K
|
|
Feb 03, 2022
Q4 2021
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
67New |
$1.06K - $1.43K
|
67
$815
|
|
Feb 09, 2022
Q4 2021
|
Evoke Wealth, LLC
|
BUY
|
- |
50+ 64.1% |
$791 - $1.06K
|
128
$1.56K
|
|
Nov 07, 2023
Q4 2021
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
43+ 39.81% |
$680 - $915
|
151
$1.84K
|
|
Feb 08, 2022
Q4 2021
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
41+ 273.33% |
$649 - $873
|
56
$681
|
|
Feb 02, 2022
Q4 2021
|
Mv Capital Management, Inc.
|
BUY
|
- |
27+ 4.27% |
$427 - $575
|
659
$8.01K
|
|
Jan 28, 2022
Q4 2021
|
Schubert & CO
|
BUY
|
- |
23New |
$364 - $490
|
23
$280
|
|
Feb 09, 2022
Q4 2021
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
22New |
$348 - $468
|
22
$268
|
|
Jan 19, 2022
Q4 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
20+ 95.24% |
$316 - $426
|
41
$499
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
19New |
$301 - $405
|
19
$231
|
|
Jan 10, 2022
Q4 2021
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
15+ 0.14% |
$237 - $319
|
10.6K
$129K
|
|
Jan 10, 2022
Q4 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
9+ 0.94% |
$142 - $192
|
969
$11.8K
|
|
Jan 31, 2022
Q4 2021
|
Addison Advisors LLC
|
BUY
|
- |
6New |
$94.9 - $128
|
6
$73
|
|
Feb 09, 2022
Q4 2021
|
Curi Wealth Management, LLC
|
BUY
|
- |
5New |
$79.1 - $106
|
5
$60.8
|
|
Jan 31, 2022
Q4 2021
|
Focused Wealth Management, Inc
|
BUY
|
- |
4+ 1.25% |
$63.3 - $85.2
|
324
$3.94K
|
|
Jan 21, 2022
Q4 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1+ 0.09% |
$15.8 - $21.3
|
1.17K
$14.2K
|
|
Feb 04, 2022
Q4 2021
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1+ 1.39% |
$15.8 - $21.3
|
73
$888
|
|
Jan 26, 2022
Q4 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
1+ 0.86% |
$15.8 - $21.3
|
117
$1.42K
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jan 06, 2022
Q4 2021
|
Pensionfund Dsm Netherlands
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
Jan 14, 2022
Q4 2021
|
West End Advisors, LLC
|
SELL
|
- |
-3Closed |
$47.5 - $63.9
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-11Closed |
$174 - $234
|
0
$0
|
|
Jan 06, 2022
Q4 2021
|
Versant Capital Management, Inc
|
SELL
|
- |
-13- 59.09% |
$206 - $277
|
9
$109
|
|
Jan 06, 2022
Q4 2021
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-17- 5.7% |
$269 - $362
|
281
$3.42K
|
|
Jan 28, 2022
Q4 2021
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-18- 10.59% |
$285 - $383
|
152
$1.85K
|
|
Jan 21, 2022
Q4 2021
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-20- 50.0% |
$316 - $426
|
20
$243
|
|
Feb 09, 2022
Q4 2021
|
Arcadia Investment Management Corp
|
SELL
|
- |
-25Closed |
$396 - $532
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-30Closed |
$475 - $639
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-30- 0.07% |
$475 - $639
|
43.8K
$533K
|
|
Feb 14, 2022
Q4 2021
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-31- 0.14% |
$490 - $660
|
22K
$268K
|