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 |
|---|---|---|---|---|---|---|---|
|
Oct 18, 2023
Q3 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
26New |
$980 - $1.23K
|
26
$1.47K
|
|
|
Oct 12, 2023
Q3 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-10- 12.99% |
$377 - $474
|
67
$3.78K
|
|
|
Oct 10, 2023
Q3 2023
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-1.37K- 7.79% |
$51.5K - $64.7K
|
16.2K
$913K
|
|
| Q2 2023 | |||||||
|
Apr 05, 2024
Q2 2023
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
SELL
|
- |
-3.2KClosed |
$103K - $130K
|
0
$0
|
|
|
Mar 29, 2024
Q2 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
SELL
|
- |
-3.94KClosed |
$127K - $160K
|
0
$0
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-4.6K- 32.39% |
$148K - $187K
|
9.6K
$542K
|
|
|
Sep 25, 2023
Q2 2023
|
Brookfield Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-51.6K- 32.75% |
$1.66M - $2.1M
|
106K
$5.98M
|
|
|
Aug 14, 2023
Q2 2023
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
1.26KNew |
$40.6K - $51.2K
|
1.26K
$71K
|
|
|
Aug 14, 2023
Q2 2023
|
Ergoteles LLC
New York, NY |
SELL
|
- |
-272K- 95.67% |
$8.77M - $11.1M
|
12.3K
$695K
|
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
9New |
$290 - $366
|
9
$508
|
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
38.8K+ 39.34% |
$1.25M - $1.58M
|
137K
$7.75M
|
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
SELL
|
- |
-28.7K- 28.39% |
$925K - $1.17M
|
72.4K
$4.08M
|
|
|
Aug 09, 2023
Q2 2023
|
Mn Services Vermogensbeheer B.V.
|
SELL
|
- |
-4.6K- 5.24% |
$148K - $187K
|
83.2K
$4.69M
|
|
|
Aug 09, 2023
Q2 2023
|
Andra Ap Fonden
Goteborg, V7 |
BUY
|
- |
25.4K+ 25.05% |
$819K - $1.03M
|
127K
$7.16M
|
|
|
Aug 08, 2023
Q2 2023
|
Glassman Wealth Services
|
SELL
|
- |
-5- 2.7% |
$161 - $203
|
180
$10.2K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
38New |
$1.23K - $1.55K
|
38
$2.14K
|
|
|
Aug 07, 2023
Q2 2023
|
Wasatch Advisors Inc
Salt Lake City, UT |
SELL
|
- |
-87.4K- 4.38% |
$2.82M - $3.56M
|
1.91M
$108M
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
1.95KNew |
$62.9K - $79.4K
|
1.95K
$110K
|
|
|
Jul 28, 2023
Q2 2023
|
Crewe Advisors LLC
|
BUY
|
- |
3New |
$96.7 - $122
|
3
$169
|
|
|
Jul 27, 2023
Q2 2023
|
Ifm Investors Pty LTD
|
SELL
|
- |
-342- 1.05% |
$11K - $13.9K
|
32.2K
$1.82M
|
|
|
Jul 27, 2023
Q2 2023
|
Congress Asset Management CO
|
BUY
|
- |
416+ 1.31% |
$13.4K - $16.9K
|
32.1K
$1.81M
|
|
|
Jul 26, 2023
Q2 2023
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-271- 51.33% |
$8.74K - $11K
|
257
$14.5K
|
|
|
Jul 25, 2023
Q2 2023
|
Dupont Capital Management Corp
|
SELL
|
- |
-171- 10.25% |
$5.51K - $6.96K
|
1.5K
$84.5K
|
|
|
Jul 11, 2023
Q2 2023
|
Buckley Wealth Management, LLC
|
BUY
|
- |
5.34KNew |
$172K - $217K
|
5.34K
$301K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-7- 20.59% |
$226 - $285
|
27
$1.52K
|
|
|
Jul 07, 2023
Q2 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
9+ 1.14% |
$290 - $366
|
797
$45K
|
|
|
Jul 05, 2023
Q2 2023
|
Amf Tjanstepension Ab
|
SELL
|
- |
-46.5K- 28.5% |
$1.5M - $1.89M
|
117K
$6.58M
|
|
| Q1 2023 | |||||||
|
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-23Closed |
$864 - $1.28K
|
0
$0
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
SELL
|
- |
-5.34K- 29.27% |
$200K - $297K
|
12.9K
$728K
|
|
|
May 15, 2023
Q1 2023
|
Axa S.A.
Paris, I0 |
BUY
|
- |
36.7KNew |
$1.38M - $2.04M
|
36.7K
$2.07M
|
|
|
May 15, 2023
Q1 2023
|
Acrisure Capital Management, LLC
Austin, TX |
BUY
|
- |
5.68KNew |
$213K - $316K
|
5.68K
$320K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
17K+ 835.02% |
$637K - $943K
|
19K
$1.07M
|
|
|
May 15, 2023
Q1 2023
|
Avalon Investment & Advisory
Houston, TX |
SELL
|
- |
-2.97K- 3.72% |
$112K - $165K
|
77K
$4.34M
|
|
|
May 15, 2023
Q1 2023
|
Cipher Capital LP
New York, NY |
BUY
|
- |
7.74K+ 52.21% |
$291K - $431K
|
22.6K
$1.27M
|
|
|
May 15, 2023
Q1 2023
|
Newtyn Management, LLC
New York, NY |
BUY
|
- |
105KNew |
$3.94M - $5.84M
|
105K
$5.93M
|
|
|
May 15, 2023
Q1 2023
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
SELL
|
- |
-2.16K- 12.9% |
$81.2K - $120K
|
14.6K
$824K
|
|
|
May 15, 2023
Q1 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
PUT |
38.3KNew |
$1.44M - $2.13M
|
38.3K
$2.16M
|
|
|
May 15, 2023
Q1 2023
|
Worldquant Millennium Advisors LLC
New York, NY |
BUY
|
- |
4.52K+ 28.87% |
$170K - $251K
|
20.2K
$1.14M
|
|
|
May 15, 2023
Q1 2023
|
La Banque Postale Asset Management Sa
Paris, I0 |
SELL
|
- |
-6.47KClosed |
$243K - $360K
|
0
$0
|
|
|
May 12, 2023
Q1 2023
|
Apg Asset Management N.V.
Amsterdam, P7 |
BUY
|
- |
18.1K+ 50.92% |
$680K - $1.01M
|
53.7K
$3.03M
|
|
|
May 12, 2023
Q1 2023
|
Candriam S.C.A.
|
SELL
|
- |
-2.06K- 17.35% |
$77.2K - $114K
|
9.8K
$553K
|
|
|
May 12, 2023
Q1 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
864+ 15.16% |
$32.4K - $48.1K
|
6.56K
$370K
|
|
|
May 11, 2023
Q1 2023
|
Vinva Investment Management LTD
Sydney, C3 |
BUY
|
- |
6.68KNew |
$251K - $372K
|
6.68K
$377K
|
|
|
May 10, 2023
Q1 2023
|
Keeley Teton Advisors, LLC
Chicago, IL |
BUY
|
- |
700+ 10.43% |
$26.3K - $39K
|
7.41K
$418K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
3.17KNew |
$119K - $176K
|
3.17K
$179K
|
|
|
May 09, 2023
Q1 2023
|
Sonen Capital LLC
San Francisco, CA |
SELL
|
- |
-3.6K- 24.65% |
$135K - $200K
|
11K
$621K
|
|
|
May 09, 2023
Q1 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
327New |
$12.3K - $18.2K
|
327
$18.5K
|
|
|
May 08, 2023
Q1 2023
|
Sageworth Trust CO
|
BUY
|
- |
171New |
$6.42K - $9.52K
|
171
$9.65K
|
|
|
May 08, 2023
Q1 2023
|
Tfc Financial Management
|
BUY
|
- |
5New |
$188 - $278
|
5
$282
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
64+ 3.54% |
$2.4K - $3.56K
|
1.87K
$106K
|
|