Purchases and Sales Made in Q1 2023 in Waters Corp (WAT)
This table provides information about the institutional ownership of Waters Corp (WAT) during Q1 2023. The information is specifically focused on institutions that hold shares of WATERS CORP .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
7+ 8.64% |
$2.09K - $2.45K
|
88
$35.9K
|
|
|
Apr 24, 2023
Q1 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
7+ 0.82% |
$2.09K - $2.45K
|
863
$352K
|
|
|
Aug 07, 2024
Q1 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
7New |
$2.09K - $2.45K
|
7
$2.85K
|
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
BUY
|
- |
6+ 0.3% |
$1.79K - $2.1K
|
1.99K
$810K
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
5+ 0.27% |
$1.49K - $1.75K
|
1.87K
$761K
|
|
|
May 16, 2023
Q1 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
5+ 11.36% |
$1.49K - $1.75K
|
49
$20K
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
3+ 2.56% |
$895 - $1.05K
|
120
$48.9K
|
|
|
May 05, 2023
Q1 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
3New |
$895 - $1.05K
|
3
$1.22K
|
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
3+ 6.82% |
$895 - $1.05K
|
47
$19.2K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2New |
$596 - $700
|
2
$815
|
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
2+ 6.45% |
$596 - $700
|
33
$13.5K
|
|
|
Apr 13, 2023
Q1 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
1+ 5.0% |
$298 - $350
|
21
$8.56K
|
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1+ 0.08% |
$298 - $350
|
1.24K
$504K
|
|
|
May 10, 2023
Q1 2023
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
1+ 0.08% |
$298 - $350
|
1.33K
$542K
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
1+ 3.03% |
$298 - $350
|
34
$13.9K
|
|
|
Apr 20, 2023
Q1 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
1+ 3.85% |
$298 - $350
|
27
$11K
|
|
|
May 10, 2023
Q1 2023
|
Zions Bancorporation, N.A.
|
BUY
|
- |
1+ 2.08% |
$298 - $350
|
49
$20K
|
|
|
May 18, 2023
Q1 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
1New |
$298 - $350
|
1
$408
|
|
|
Nov 26, 2024
Q1 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-1- 4.35% |
$298 - $350
|
22
$8.97K
|
|
|
Apr 20, 2023
Q1 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-1- 16.67% |
$298 - $350
|
5
$2.04K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
SELL
|
- |
-1- 8.33% |
$298 - $350
|
11
$4.48K
|
|
|
Apr 18, 2023
Q1 2023
|
Claret Asset Management Corp
|
SELL
|
- |
-1- 0.13% |
$298 - $350
|
769
$313K
|
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-1- 0.94% |
$298 - $350
|
105
$42.8K
|
|
|
Apr 26, 2023
Q1 2023
|
Mv Capital Management, Inc.
|
SELL
|
- |
-2- 15.38% |
$596 - $700
|
11
$4.48K
|
|
|
Apr 11, 2023
Q1 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-2- -0.0% |
$596 - $700
|
70.9K
$28.9M
|
|
|
Apr 21, 2023
Q1 2023
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-2- 33.33% |
$596 - $700
|
4
$1.63K
|
|
|
May 04, 2023
Q1 2023
|
Glassman Wealth Services
|
SELL
|
- |
-2- 1.94% |
$596 - $700
|
101
$41.2K
|
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-2- 33.33% |
$596 - $700
|
4
$1.63K
|
|
|
May 15, 2023
Q1 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-2- 4.65% |
$596 - $700
|
41
$16.7K
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
SELL
|
- |
-3- 2.54% |
$895 - $1.05K
|
115
$46.9K
|
|
|
Apr 26, 2024
Q1 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-3- 5.77% |
$895 - $1.05K
|
49
$20K
|
|
|
May 08, 2023
Q1 2023
|
Cannell & Co.
New York, NY |
SELL
|
- |
-4- 0.06% |
$1.19K - $1.4K
|
7.15K
$2.91M
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-4- 0.12% |
$1.19K - $1.4K
|
3.46K
$1.41M
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-4- 80.0% |
$1.19K - $1.4K
|
1
$408
|
|
|
Aug 16, 2024
Q1 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-4- 4.6% |
$1.19K - $1.4K
|
83
$33.8K
|
|
|
Apr 26, 2023
Q1 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-5- 10.87% |
$1.49K - $1.75K
|
41
$16.7K
|
|
|
May 03, 2023
Q1 2023
|
North Rock Partners, LLC
|
SELL
|
- |
-8- 0.87% |
$2.39K - $2.8K
|
910
$371K
|
|
|
May 08, 2023
Q1 2023
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-8- 0.09% |
$2.39K - $2.8K
|
9.36K
$3.81M
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-9- 2.2% |
$2.68K - $3.15K
|
400
$163K
|
|
|
Apr 27, 2023
Q1 2023
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-10- 0.73% |
$2.98K - $3.5K
|
1.36K
$553K
|
|
|
May 10, 2023
Q1 2023
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-11- 0.23% |
$3.28K - $3.85K
|
4.7K
$1.91M
|
|
|
Apr 05, 2023
Q1 2023
|
Quent Capital, LLC
|
SELL
|
- |
-12- 5.43% |
$3.58K - $4.2K
|
209
$85.2K
|
|
|
May 11, 2023
Q1 2023
|
Profund Advisors LLC
|
SELL
|
- |
-12- 1.29% |
$3.58K - $4.2K
|
921
$375K
|
|
|
May 11, 2023
Q1 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-14- 0.18% |
$4.17K - $4.9K
|
7.86K
$3.21M
|
|
|
May 12, 2023
Q1 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-15- 0.92% |
$4.47K - $5.25K
|
1.62K
$660K
|
|
|
May 05, 2023
Q1 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-16- 2.06% |
$4.77K - $5.6K
|
761
$310K
|
|
|
May 09, 2023
Q1 2023
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-17- 3.94% |
$5.07K - $5.95K
|
415
$169K
|
|
|
May 11, 2023
Q1 2023
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-19- 2.57% |
$5.67K - $6.65K
|
719
$293K
|
|
|
May 10, 2023
Q1 2023
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-19- 1.03% |
$5.67K - $6.65K
|
1.83K
$748K
|