Latest Institutional Transactions on Bwx Technologies, Inc. (BWXT)
This table provides information on the latest institutional transactions involving Bwx Technologies, Inc. (BWXT) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 14, 2022
Q3 2022
|
Gradient Investments LLC
|
BUY
|
- |
25New |
$1.26K - $1.42K
|
25
$4.46K
|
|
|
Oct 14, 2022
Q3 2022
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
45New |
$2.27K - $2.56K
|
45
$8.02K
|
|
| Q2 2022 | |||||||
|
Nov 16, 2022
Q2 2022
|
Brookfield Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-77.1K- 84.95% |
$3.58M - $4.37M
|
13.7K
$2.44M
|
|
|
Aug 17, 2022
Q2 2022
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-23Closed |
$1.07K - $1.3K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-59Closed |
$2.74K - $3.34K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Quantamental Technologies LLC
White Plains, NY |
SELL
|
- |
-5.39KClosed |
$250K - $305K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
1.06K+ 26.42% |
$49.1K - $59.9K
|
5.06K
$902K
|
|
|
Aug 12, 2022
Q2 2022
|
Resolute Capital Asset Partners LLC
Denver, CO |
BUY
|
- |
25K+ 45.45% |
$1.16M - $1.42M
|
80K
$14.3M
|
|
|
Aug 12, 2022
Q2 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
110+ 6.37% |
$5.11K - $6.23K
|
1.84K
$328K
|
|
|
Aug 12, 2022
Q2 2022
|
Blueshift Asset Management, LLC
Red Bank, NJ |
SELL
|
- |
-4.16KClosed |
$193K - $235K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-31- 3.3% |
$1.44K - $1.76K
|
907
$162K
|
|
|
Aug 05, 2022
Q2 2022
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-1.21KClosed |
$56.4K - $68.8K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Concord Wealth Partners
|
SELL
|
- |
-23Closed |
$1.07K - $1.3K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Cutler Group LP
|
BUY
|
- |
86New |
$3.99K - $4.87K
|
86
$15.3K
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
225New |
$10.4K - $12.7K
|
225
$40.1K
|
|
|
Jul 28, 2022
Q2 2022
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-6- 0.5% |
$279 - $340
|
1.19K
$212K
|
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
324New |
$15K - $18.4K
|
324
$57.8K
|
|
|
Jul 21, 2022
Q2 2022
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
1New |
$46.4 - $56.7
|
1
$178
|
|
|
Jul 19, 2022
Q2 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
23New |
$1.07K - $1.3K
|
23
$4.1K
|
|
|
Jul 19, 2022
Q2 2022
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-68Closed |
$3.16K - $3.85K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Herold Advisors, Inc.
|
SELL
|
- |
-885Closed |
$41.1K - $50.1K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
67New |
$3.11K - $3.8K
|
67
$11.9K
|
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-52Closed |
$2.41K - $2.95K
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-80Closed |
$3.42K - $4.46K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Standard Family Office LLC
Sioux Falls, SD |
SELL
|
- |
-35Closed |
$1.5K - $1.95K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Greenhouse Funds Lllp
Baltimore, MD |
BUY
|
CALL |
25KNew |
$1.07M - $1.39M
|
25K
$4.46M
|
|
|
May 16, 2022
Q1 2022
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
SELL
|
- |
-6.99KClosed |
$299K - $390K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-286Closed |
$12.2K - $15.9K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Alpine Global Management, LLC
New York, NY |
SELL
|
- |
-14.4KClosed |
$617K - $803K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Alpha Wave Global, LP
New York, NY |
BUY
|
- |
197KNew |
$8.44M - $11M
|
197K
$35.2M
|
|
|
May 11, 2022
Q1 2022
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-5.29KClosed |
$226K - $295K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Agf Investments Inc.
Toronto, A6 |
SELL
|
- |
-6.73KClosed |
$288K - $375K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-44Closed |
$1.88K - $2.45K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-23Closed |
$984 - $1.28K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 16, 2022
Q4 2021
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
91New |
$4.21K - $5.31K
|
91
$16.2K
|
|
|
Feb 14, 2022
Q4 2021
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
400New |
$18.5K - $23.3K
|
400
$71.3K
|
|
|
Feb 14, 2022
Q4 2021
|
Capula Management LTD
Grand Cayman, E9 |
SELL
|
- |
-9.07KClosed |
$419K - $529K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Capital International Sarl
Los Angeles, CA |
SELL
|
- |
-41.1KClosed |
$1.9M - $2.4M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Mountaineer Partners Management, LLC
New York, NY |
SELL
|
- |
-193KClosed |
$8.95M - $11.3M
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Capitolis Advisors LLC
New York, NY |
SELL
|
- |
-31.6KClosed |
$1.46M - $1.85M
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Fiducient Advisors LLC
|
SELL
|
- |
-8.8KClosed |
$407K - $513K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Rk Capital Management, LLC
Denver, CO |
SELL
|
- |
-178KClosed |
$8.22M - $10.4M
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Deka Bank Deutsche Girozentrale
|
SELL
|
- |
-300- 4.76% |
$13.9K - $17.5K
|
6K
$1.07M
|
|
|
Feb 01, 2022
Q4 2021
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-27.8KClosed |
$1.28M - $1.62M
|
0
$0
|
|
|
Jan 21, 2022
Q4 2021
|
Baystate Wealth Management LLC
|
SELL
|
- |
-10Closed |
$463 - $583
|
0
$0
|
|
|
Jan 14, 2022
Q4 2021
|
Access Financial Services, Inc.
|
SELL
|
- |
-15.7KClosed |
$728K - $918K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Dec 19, 2023
Q3 2021
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-26Closed |
$1.37K - $1.52K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Capital Bank & Trust CO
Irvine, CA |
SELL
|
- |
-159KClosed |
$8.39M - $9.33M
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-14Closed |
$737 - $819
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-2.95KClosed |
$155K - $173K
|
0
$0
|
|