Purchases and Sales Made in Q1 2024 in Waters Corp (WAT)
This table provides information about the institutional ownership of Waters Corp (WAT) during Q1 2024. 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, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2+ 7.69% |
$605 - $722
|
28
$11.4K
|
|
|
May 14, 2024
Q1 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
2+ 100.0% |
$605 - $722
|
4
$1.63K
|
|
|
May 15, 2024
Q1 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
2+ 0.24% |
$605 - $722
|
824
$336K
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
2+ 66.67% |
$605 - $722
|
5
$2.04K
|
|
|
Apr 15, 2024
Q1 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
2New |
$605 - $722
|
2
$815
|
|
|
Apr 16, 2024
Q1 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
2+ 12.5% |
$605 - $722
|
18
$7.34K
|
|
|
Apr 16, 2024
Q1 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
1New |
$303 - $361
|
1
$408
|
|
|
May 14, 2024
Q1 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
1+ 100.0% |
$303 - $361
|
2
$815
|
|
|
Apr 24, 2024
Q1 2024
|
First Pacific Financial
|
BUY
|
- |
1+ 50.0% |
$303 - $361
|
3
$1.22K
|
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1+ 14.29% |
$303 - $361
|
8
$3.26K
|
|
|
Apr 30, 2024
Q1 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
1+ 50.0% |
$303 - $361
|
3
$1.22K
|
|
|
Nov 26, 2024
Q1 2024
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 15, 2024
Q1 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-1- 0.06% |
$303 - $361
|
1.59K
$649K
|
|
|
May 03, 2024
Q1 2024
|
Trust CO Of Vermont
|
SELL
|
- |
-1- 0.04% |
$303 - $361
|
2.42K
$988K
|
|
|
May 15, 2024
Q1 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-2- 0.1% |
$605 - $722
|
2.1K
$856K
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-3- 0.15% |
$908 - $1.08K
|
2.06K
$839K
|
|
|
Jun 21, 2024
Q1 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-3- 2.91% |
$908 - $1.08K
|
100
$40.8K
|
|
|
May 10, 2024
Q1 2024
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-4- 0.88% |
$1.21K - $1.44K
|
450
$183K
|
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-5- 0.13% |
$1.51K - $1.81K
|
3.75K
$1.53M
|
|
|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-5- 0.79% |
$1.51K - $1.81K
|
629
$256K
|
|
|
Apr 11, 2024
Q1 2024
|
Rockland Trust CO
|
SELL
|
- |
-5- 0.76% |
$1.51K - $1.81K
|
655
$267K
|
|
|
May 02, 2024
Q1 2024
|
Welch & Forbes LLC
|
SELL
|
- |
-6- 0.16% |
$1.82K - $2.17K
|
3.74K
$1.52M
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
SELL
|
- |
-6- 8.82% |
$1.82K - $2.17K
|
62
$25.3K
|
|
|
Apr 26, 2024
Q1 2024
|
Millburn Ridgefield Corp
|
SELL
|
- |
-7- 12.28% |
$2.12K - $2.53K
|
50
$20.4K
|
|
|
Apr 11, 2024
Q1 2024
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-7- 0.29% |
$2.12K - $2.53K
|
2.42K
$984K
|
|
|
Apr 24, 2024
Q1 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-7- 12.28% |
$2.12K - $2.53K
|
50
$20.4K
|
|
|
Apr 24, 2024
Q1 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-7- 1.48% |
$2.12K - $2.53K
|
465
$190K
|
|
|
Apr 22, 2024
Q1 2024
|
Bank Of Stockton
|
SELL
|
- |
-7- 0.19% |
$2.12K - $2.53K
|
3.68K
$1.5M
|
|
|
Apr 18, 2024
Q1 2024
|
Mv Capital Management, Inc.
|
SELL
|
- |
-8- 14.04% |
$2.42K - $2.89K
|
49
$20K
|
|
|
May 07, 2024
Q1 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-8- 3.46% |
$2.42K - $2.89K
|
223
$90.9K
|
|
|
May 07, 2024
Q1 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-8- 1.22% |
$2.42K - $2.89K
|
650
$265K
|
|
|
May 16, 2024
Q1 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-9- 52.94% |
$2.72K - $3.25K
|
8
$3.26K
|
|
|
May 13, 2024
Q1 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-10- 43.48% |
$3.03K - $3.61K
|
13
$5.3K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-11- 1.71% |
$3.33K - $3.97K
|
634
$258K
|
|
|
Aug 16, 2024
Q1 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-12- 1.41% |
$3.63K - $4.33K
|
837
$341K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-12- 2.65% |
$3.63K - $4.33K
|
441
$180K
|
|
|
May 13, 2024
Q1 2024
|
Neos Investment Management LLC
Westport, CT |
SELL
|
- |
-13- 1.55% |
$3.93K - $4.69K
|
826
$337K
|
|
|
Apr 23, 2024
Q1 2024
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-13- 2.05% |
$3.93K - $4.69K
|
621
$253K
|
|
|
May 09, 2024
Q1 2024
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-13- 2.0% |
$3.93K - $4.69K
|
637
$260K
|
|
|
Apr 01, 2024
Q1 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-14- 1.84% |
$4.24K - $5.05K
|
748
$305K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-16- 2.21% |
$4.84K - $5.78K
|
708
$289K
|
|
|
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-17- 1.42% |
$5.14K - $6.14K
|
1.18K
$481K
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-20- 66.67% |
$6.05K - $7.22K
|
10
$4.08K
|
|
|
May 10, 2024
Q1 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-20- 12.27% |
$6.05K - $7.22K
|
143
$58.3K
|
|
|
Apr 25, 2024
Q1 2024
|
First Personal Financial Services
|
SELL
|
- |
-20- 1.04% |
$6.05K - $7.22K
|
1.91K
$778K
|
|
|
May 15, 2024
Q1 2024
|
Wunderlich Capital Managemnt
Memphis, TN |
SELL
|
- |
-21- 2.63% |
$6.35K - $7.58K
|
779
$318K
|
|
|
May 07, 2024
Q1 2024
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-21- 2.86% |
$6.35K - $7.58K
|
713
$291K
|
|
|
May 14, 2024
Q1 2024
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-21- 0.87% |
$6.35K - $7.58K
|
2.39K
$972K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-22- 70.97% |
$6.66K - $7.94K
|
9
$3.67K
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-25- 0.71% |
$7.56K - $9.03K
|
3.51K
$1.43M
|