Purchases and Sales Made in Q4 2023 in Western Digital Corp (WDC)
This table provides information about the institutional ownership of Western Digital Corp (WDC) during Q4 2023. The information is specifically focused on institutions that hold shares of WESTERN DIGITAL CORP.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jan 16, 2024
Q4 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
6+ 11.76% |
$230 - $318
|
57
$3.71K
|
|
Feb 14, 2024
Q4 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
6+ 0.18% |
$230 - $318
|
3.4K
$222K
|
|
Feb 09, 2024
Q4 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
6+ 0.3% |
$230 - $318
|
2.04K
$133K
|
|
Jan 05, 2024
Q4 2023
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
4New |
$153 - $212
|
4
$261
|
|
Jan 30, 2024
Q4 2023
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
4New |
$153 - $212
|
4
$261
|
|
Mar 04, 2024
Q4 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
3+ 100.0% |
$115 - $159
|
6
$391
|
|
Aug 08, 2024
Q4 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1+ 0.97% |
$38.3 - $52.9
|
104
$6.77K
|
|
Feb 14, 2024
Q4 2023
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
1+ 14.29% |
$38.3 - $52.9
|
8
$521
|
|
Aug 16, 2024
Q4 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
1+ 0.2% |
$38.3 - $52.9
|
490
$31.9K
|
|
Jan 26, 2024
Q4 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
1+ 9.09% |
$38.3 - $52.9
|
12
$782
|
|
Feb 07, 2024
Q4 2023
|
Hallmark Capital Management Inc
|
BUY
|
- |
1New |
$38.3 - $52.9
|
1
$65.1
|
|
Jan 10, 2024
Q4 2023
|
Pflug Koory, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jan 23, 2024
Q4 2023
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-1- 0.01% |
$38.3 - $52.9
|
10.3K
$672K
|
|
Feb 02, 2024
Q4 2023
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
SELL
|
- |
-2- 0.02% |
$76.5 - $106
|
9.1K
$593K
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-2- 1.82% |
$76.5 - $106
|
108
$7.03K
|
|
Feb 09, 2024
Q4 2023
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-5- 3.91% |
$191 - $265
|
123
$8.01K
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-6- 0.1% |
$230 - $318
|
5.8K
$378K
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-7- 70.0% |
$268 - $371
|
3
$195
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-7- 0.93% |
$268 - $371
|
745
$48.5K
|
|
Jul 16, 2024
Q4 2023
|
Axa S.A.
Paris, I0 |
SELL
|
- |
-12- 0.17% |
$459 - $635
|
6.89K
$449K
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-12- 13.64% |
$459 - $635
|
76
$4.95K
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-13- 14.77% |
$497 - $688
|
75
$4.88K
|
|
Dec 19, 2024
Q4 2023
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-20Closed |
$765 - $1.06K
|
0
$0
|
|
Jan 11, 2024
Q4 2023
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-26- 0.35% |
$995 - $1.38K
|
7.45K
$485K
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-27- 0.17% |
$1.03K - $1.43K
|
16K
$1.04M
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-27- 15.52% |
$1.03K - $1.43K
|
147
$9.57K
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-36- 15.25% |
$1.38K - $1.91K
|
200
$13K
|
|
Jan 29, 2024
Q4 2023
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-38- 0.76% |
$1.45K - $2.01K
|
4.96K
$323K
|
|
Feb 14, 2024
Q4 2023
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-38- 0.29% |
$1.45K - $2.01K
|
13.2K
$860K
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-44- 4.09% |
$1.68K - $2.33K
|
1.03K
$67.1K
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-45- 65.22% |
$1.72K - $2.38K
|
24
$1.56K
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-48- 0.9% |
$1.84K - $2.54K
|
5.3K
$345K
|
|
Feb 14, 2024
Q4 2023
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-62- 0.84% |
$2.37K - $3.28K
|
7.32K
$477K
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-69- 0.22% |
$2.64K - $3.65K
|
31.6K
$2.06M
|
|
Feb 13, 2024
Q4 2023
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-85- 0.48% |
$3.25K - $4.5K
|
17.5K
$1.14M
|
|
Feb 05, 2024
Q4 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-100- 5.75% |
$3.83K - $5.29K
|
1.64K
$107K
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-107- 9.97% |
$4.09K - $5.66K
|
966
$62.9K
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-115- 1.48% |
$4.4K - $6.09K
|
7.64K
$497K
|
|
Feb 12, 2024
Q4 2023
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-128- 12.55% |
$4.9K - $6.78K
|
892
$58.1K
|
|
Jan 31, 2024
Q4 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-145- 44.62% |
$5.55K - $7.67K
|
180
$11.7K
|
|
Jul 31, 2024
Q4 2023
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-150- 29.88% |
$5.74K - $7.94K
|
352
$22.9K
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-157- 10.01% |
$6.01K - $8.31K
|
1.41K
$92K
|
|
Jan 30, 2024
Q4 2023
|
Sentry Investment Management LLC
|
SELL
|
- |
-180- 9.69% |
$6.89K - $9.53K
|
1.68K
$109K
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-183- 4.12% |
$7K - $9.69K
|
4.26K
$278K
|
|
Jan 29, 2024
Q4 2023
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-200- 1.01% |
$7.65K - $10.6K
|
19.6K
$1.28M
|
|
Jan 26, 2024
Q4 2023
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-228- 36.83% |
$8.72K - $12.1K
|
391
$25.5K
|
|
Feb 14, 2024
Q4 2023
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-229- 0.54% |
$8.76K - $12.1K
|
42.4K
$2.76M
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
SELL
|
- |
-232- 34.78% |
$8.88K - $12.3K
|
435
$28.3K
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
SELL
|
- |
-238- 34.59% |
$9.11K - $12.6K
|
450
$29.3K
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-280- 6.36% |
$10.7K - $14.8K
|
4.12K
$268K
|