Latest Institutional Transactions on Webster Financial Corp (WBS)
This table provides information on the latest institutional transactions involving Webster Financial Corp (WBS) 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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.19K- 92.25% |
$49.7K - $65.4K
|
100
$5.64K
|
|
|
Aug 12, 2025
Q2 2025
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
4.95KNew |
$207K - $272K
|
4.95K
$279K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
82New |
$3.42K - $4.5K
|
82
$4.63K
|
|
|
Aug 11, 2025
Q2 2025
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
60.1KNew |
$2.51M - $3.3M
|
60.1K
$3.39M
|
|
|
Aug 11, 2025
Q2 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
3New |
$125 - $165
|
3
$169
|
|
|
Aug 11, 2025
Q2 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
89+ 18.98% |
$3.72K - $4.89K
|
558
$31.5K
|
|
|
Aug 08, 2025
Q2 2025
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
SELL
|
- |
-151- 2.18% |
$6.31K - $8.29K
|
6.79K
$383K
|
|
|
Aug 08, 2025
Q2 2025
|
Kbc Group Nv
|
SELL
|
- |
-1.16K- 5.36% |
$48.2K - $63.4K
|
20.4K
$1.15M
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
122+ 305.0% |
$5.09K - $6.7K
|
162
$9.14K
|
|
|
Aug 08, 2025
Q2 2025
|
Mv Capital Management, Inc.
|
SELL
|
- |
-2- 40.0% |
$83.5 - $110
|
3
$169
|
|
|
Aug 08, 2025
Q2 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
9.48K+ 187.26% |
$396K - $520K
|
14.5K
$821K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.31K+ 29.45% |
$54.8K - $72K
|
5.77K
$325K
|
|
|
Aug 08, 2025
Q2 2025
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
BUY
|
- |
11.2KNew |
$469K - $617K
|
11.2K
$634K
|
|
|
Aug 08, 2025
Q2 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
7New |
$292 - $384
|
7
$395
|
|
|
Aug 07, 2025
Q2 2025
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
3+ 0.02% |
$125 - $165
|
18.6K
$1.05M
|
|
|
Aug 07, 2025
Q2 2025
|
Meeder Asset Management Inc
|
BUY
|
- |
13.6KNew |
$566K - $744K
|
13.6K
$765K
|
|
|
Aug 07, 2025
Q2 2025
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-1.94K- 1.92% |
$80.8K - $106K
|
98.9K
$5.58M
|
|
|
Aug 07, 2025
Q2 2025
|
Hughes Financial Services, LLC
Herndon, VA |
SELL
|
- |
-19- 63.33% |
$793 - $1.04K
|
11
$621
|
|
|
Aug 05, 2025
Q2 2025
|
Versor Investments LP
|
BUY
|
- |
8.48KNew |
$354K - $466K
|
8.48K
$479K
|
|
|
Aug 05, 2025
Q2 2025
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
3.82KNew |
$159K - $210K
|
3.82K
$216K
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-13- 8.9% |
$543 - $714
|
133
$7.51K
|
|
|
Aug 05, 2025
Q2 2025
|
New Square Capital LLC
|
SELL
|
- |
-135- 71.81% |
$5.64K - $7.41K
|
53
$2.99K
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-178- 11.98% |
$7.43K - $9.77K
|
1.31K
$73.8K
|
|
|
Aug 04, 2025
Q2 2025
|
Keybank National Association
|
BUY
|
- |
3.96KNew |
$166K - $218K
|
3.96K
$224K
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-43- 89.58% |
$1.8K - $2.36K
|
5
$282
|
|
|
Aug 04, 2025
Q2 2025
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
3.76KNew |
$157K - $207K
|
3.76K
$212K
|
|
|
Jul 31, 2025
Q2 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
11+ 20.37% |
$459 - $604
|
65
$3.67K
|
|
|
Jul 30, 2025
Q2 2025
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
4.39K+ 175.46% |
$183K - $241K
|
6.89K
$389K
|
|
|
Jul 30, 2025
Q2 2025
|
Strategic Value Bank Partners LLC
Cleveland, OH |
BUY
|
- |
140KNew |
$5.83M - $7.66M
|
140K
$7.88M
|
|
|
Jul 30, 2025
Q2 2025
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-523- 74.71% |
$21.8K - $28.7K
|
177
$9.99K
|
|
|
Jul 30, 2025
Q2 2025
|
Benin Management Corp
|
SELL
|
- |
-200- 4.76% |
$8.35K - $11K
|
4K
$226K
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
71New |
$2.96K - $3.9K
|
71
$4.01K
|
|
|
Jul 29, 2025
Q2 2025
|
Activest Wealth Management
|
SELL
|
- |
-72- 98.63% |
$3.01K - $3.95K
|
1
$56.4
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
BUY
|
- |
3+ 3.19% |
$125 - $165
|
97
$5.47K
|
|
|
Jul 29, 2025
Q2 2025
|
Applied Finance Capital Management, LLC
San Juan, PR |
BUY
|
- |
375+ 8.83% |
$15.7K - $20.6K
|
4.62K
$261K
|
|
|
Jul 25, 2025
Q2 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
493+ 1.09% |
$20.6K - $27.1K
|
45.6K
$2.57M
|
|
|
Jul 25, 2025
Q2 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-178- 0.77% |
$7.43K - $9.77K
|
22.9K
$1.29M
|
|
|
Jul 25, 2025
Q2 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
1New |
$41.8 - $54.9
|
1
$56.4
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-88- 0.76% |
$3.67K - $4.83K
|
11.5K
$648K
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-62- 1.55% |
$2.59K - $3.4K
|
3.95K
$223K
|
|
|
Jul 24, 2025
Q2 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
3+ 42.86% |
$125 - $165
|
10
$564
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-5- 3.16% |
$209 - $275
|
153
$8.63K
|
|
|
Jul 24, 2025
Q2 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
16+ 0.24% |
$668 - $879
|
6.61K
$373K
|
|
|
Jul 23, 2025
Q2 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
10+ 10.0% |
$418 - $549
|
110
$6.21K
|
|
|
Jul 23, 2025
Q2 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
91+ 2.16% |
$3.8K - $5K
|
4.31K
$243K
|
|
|
Jul 23, 2025
Q2 2025
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-5- 5.88% |
$209 - $275
|
80
$4.51K
|
|
|
Jul 21, 2025
Q2 2025
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
356+ 32.16% |
$14.9K - $19.5K
|
1.46K
$82.6K
|
|
|
Jul 21, 2025
Q2 2025
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
16+ 133.33% |
$668 - $879
|
28
$1.58K
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
60New |
$2.51K - $3.29K
|
60
$3.39K
|
|