Purchases and Sales Made in Q4 2023 in Western Union CO (WU)
This table provides information about the institutional ownership of Western Union CO (WU) during Q4 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 |
---|---|---|---|---|---|---|---|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
100New |
$1.1K - $1.34K
|
100
$1.04K
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
98+ 2.81% |
$1.08K - $1.31K
|
3.59K
$37.4K
|
|
Jan 10, 2024
Q4 2023
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
66New |
$724 - $882
|
66
$688
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
65+ 2.0% |
$713 - $869
|
3.32K
$34.6K
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
43New |
$472 - $575
|
43
$448
|
|
Feb 06, 2024
Q4 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
37New |
$406 - $495
|
37
$386
|
|
Feb 13, 2024
Q4 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
36New |
$395 - $481
|
36
$375
|
|
Feb 14, 2024
Q4 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
27New |
$296 - $361
|
27
$282
|
|
Jan 26, 2024
Q4 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
23+ 0.97% |
$252 - $308
|
2.39K
$24.9K
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
17+ 2.72% |
$186 - $227
|
642
$6.7K
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
10+ 1.93% |
$110 - $134
|
527
$5.5K
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
10+ 1.76% |
$110 - $134
|
579
$6.04K
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
8+ 1.28% |
$87.8 - $107
|
632
$6.59K
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
6+ 1.67% |
$65.8 - $80.2
|
365
$3.81K
|
|
Feb 09, 2024
Q4 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
6New |
$65.8 - $80.2
|
6
$62.6
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
5+ 1.87% |
$54.9 - $66.9
|
273
$2.85K
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
BUY
|
- |
5New |
$54.9 - $66.9
|
5
$52.2
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
4New |
$43.9 - $53.5
|
4
$41.7
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 26, 2024
Q4 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 06, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-4- 8.51% |
$43.9 - $53.5
|
43
$448
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-17Closed |
$186 - $227
|
0
$0
|
|
Feb 08, 2024
Q4 2023
|
Long Road Investment Counsel, LLC
|
SELL
|
- |
-25- 0.07% |
$274 - $334
|
37.1K
$387K
|
|
Jul 31, 2024
Q4 2023
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-41- 3.6% |
$450 - $548
|
1.1K
$11.4K
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-42- 0.96% |
$461 - $562
|
4.32K
$45K
|
|
Feb 14, 2024
Q4 2023
|
Profund Advisors LLC
|
SELL
|
- |
-48- 0.47% |
$527 - $642
|
10.1K
$105K
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
SELL
|
- |
-65- 0.76% |
$713 - $869
|
8.44K
$88.1K
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-75- 2.12% |
$823 - $1K
|
3.47K
$36.2K
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
SELL
|
- |
-86- 5.68% |
$943 - $1.15K
|
1.43K
$14.9K
|
|
Feb 22, 2024
Q4 2023
|
Auxier Asset Management
Aurora, OR |
SELL
|
- |
-100- 0.41% |
$1.1K - $1.34K
|
24.5K
$255K
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-107- 0.19% |
$1.17K - $1.43K
|
57.7K
$602K
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-114- 26.51% |
$1.25K - $1.52K
|
316
$3.3K
|
|
Feb 06, 2024
Q4 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-150- 3.85% |
$1.65K - $2.01K
|
3.74K
$39K
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
SELL
|
- |
-150- 48.7% |
$1.65K - $2.01K
|
158
$1.65K
|
|
Jan 26, 2024
Q4 2023
|
Sandy Spring Bank
|
SELL
|
- |
-168- 44.09% |
$1.84K - $2.25K
|
213
$2.22K
|
|
Feb 02, 2024
Q4 2023
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-190- 12.28% |
$2.08K - $2.54K
|
1.36K
$14.2K
|
|
Jan 18, 2024
Q4 2023
|
Ritholtz Wealth Management
|
SELL
|
- |
-200- 1.87% |
$2.19K - $2.67K
|
10.5K
$109K
|
|
Jan 11, 2024
Q4 2023
|
Norwood Financial Corp
|
SELL
|
- |
-200- 6.05% |
$2.19K - $2.67K
|
3.11K
$32.4K
|
|
Feb 06, 2024
Q4 2023
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-223- 1.55% |
$2.45K - $2.98K
|
14.1K
$148K
|
|
Jan 19, 2024
Q4 2023
|
Quent Capital, LLC
|
SELL
|
- |
-238- 28.2% |
$2.61K - $3.18K
|
606
$6.32K
|
|
Jun 14, 2024
Q4 2023
|
Quent Capital, LLC
|
SELL
|
- |
-238- 28.2% |
$2.61K - $3.18K
|
606
$6.32K
|
|
Feb 02, 2024
Q4 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-246- 94.25% |
$2.7K - $3.29K
|
15
$156
|
|
Feb 13, 2024
Q4 2023
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-253- 0.56% |
$2.78K - $3.38K
|
45.1K
$470K
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
SELL
|
- |
-255- 1.62% |
$2.8K - $3.41K
|
15.4K
$161K
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-280- 17.29% |
$3.07K - $3.74K
|
1.34K
$14K
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
SELL
|
- |
-285- 2.46% |
$3.13K - $3.81K
|
11.3K
$118K
|
|
Feb 13, 2024
Q4 2023
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-298- 1.67% |
$3.27K - $3.98K
|
17.5K
$183K
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
SELL
|
- |
-316- 16.52% |
$3.47K - $4.22K
|
1.6K
$16.7K
|
|
Feb 14, 2024
Q4 2023
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-346- 0.19% |
$3.8K - $4.63K
|
180K
$1.88M
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-368- 1.64% |
$4.04K - $4.92K
|
22K
$230K
|