Latest Institutional Transactions on Where Food Comes From, Inc. (WFCF)
This table provides information on the latest institutional transactions involving Where Food Comes From, Inc. (WFCF) 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 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
54New |
$545 - $707
|
54
$603
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-144- 37.31% |
$1.45K - $1.88K
|
242
$2.7K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
1.14K+ 19.45% |
$11.5K - $14.9K
|
6.97K
$77.8K
|
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
135New |
$1.36K - $1.77K
|
135
$1.51K
|
|
|
Aug 13, 2024
Q2 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
12+ 0.01% |
$121 - $157
|
156K
$1.75M
|
|
|
Aug 12, 2024
Q2 2024
|
Bard Associates Inc
Chicago, IL |
SELL
|
- |
-725- 1.45% |
$7.32K - $9.49K
|
49.1K
$549K
|
|
|
Aug 09, 2024
Q2 2024
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
1.6K+ 8.26% |
$16.2K - $20.9K
|
21K
$234K
|
|
| Q1 2024 | |||||||
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
50+ 71.43% |
$526 - $695
|
120
$1.34K
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
38New |
$400 - $528
|
38
$424
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2+ 66.67% |
$21 - $27.8
|
5
$55.9
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
1.25KNew |
$16.3K - $17.3K
|
1.25K
$14K
|
|
|
Feb 13, 2024
Q4 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
10.5KNew |
$137K - $146K
|
10.5K
$117K
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-66.3K- 50.0% |
$866K - $919K
|
66.3K
$741K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
788New |
$10.3K - $10.9K
|
788
$8.8K
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1+ 4.55% |
$13.1 - $13.9
|
23
$257
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Rogco, LP
Claremore, OK |
BUY
|
- |
16.8KNew |
$230K - $248K
|
16.8K
$188K
|
|
|
Oct 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
60New |
$820 - $886
|
60
$670
|
|
| Q2 2023 | |||||||
|
Aug 09, 2023
Q2 2023
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-500- 3.92% |
$6.42K - $7.14K
|
12.3K
$137K
|
|
| Q1 2023 | |||||||
|
May 03, 2023
Q1 2023
|
Nia Impact Advisors, LLC
|
SELL
|
- |
-4.24K- 25.17% |
$54.8K - $60.9K
|
12.6K
$141K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
400New |
$4.02K - $6.08K
|
400
$4.47K
|
|
|
Feb 14, 2023
Q4 2022
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
1K+ 7.69% |
$10.1K - $15.2K
|
14K
$156K
|
|
| Q3 2022 | |||||||
|
Nov 15, 2022
Q3 2022
|
Aristides Capital LLC
Ottawa Hills, OH |
BUY
|
- |
10.1K+ 57.24% |
$87.8K - $120K
|
27.9K
$311K
|
|
|
Nov 14, 2022
Q3 2022
|
Stevard, LLC
Chicago, IL |
SELL
|
- |
-12.2KClosed |
$106K - $144K
|
0
$0
|
|
|
Nov 07, 2022
Q3 2022
|
Adirondack Retirement Specialists, Inc.
|
BUY
|
- |
100New |
$865 - $1.18K
|
100
$1.12K
|
|
|
Nov 02, 2022
Q3 2022
|
Seizert Capital Partners, LLC
|
SELL
|
- |
-10.2K- 25.83% |
$88K - $120K
|
29.2K
$326K
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-17.1KClosed |
$164K - $208K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Citigroup Inc
|
BUY
|
- |
37New |
$356 - $452
|
37
$413
|
|
|
Jul 18, 2022
Q2 2022
|
Baldwin Brothers LLC
|
BUY
|
- |
296New |
$2.85K - $3.62K
|
296
$3.31K
|
|
|
Jul 12, 2022
Q2 2022
|
Fny Investment Advisers, LLC
|
BUY
|
- |
261New |
$2.51K - $3.19K
|
261
$2.92K
|
|
|
Jul 08, 2022
Q2 2022
|
Green Alpha Advisors, LLC
|
BUY
|
- |
69.2K+ 188.3% |
$666K - $846K
|
106K
$1.18M
|
|
| Q1 2022 | |||||||
|
May 17, 2022
Q1 2022
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-14.2KClosed |
$155K - $223K
|
0
$0
|
|
|
Apr 05, 2022
Q1 2022
|
Adirondack Trust CO
|
BUY
|
- |
380+ 118.75% |
$4.13K - $5.96K
|
700
$7.82K
|
|
| Q4 2021 | |||||||
|
Jan 18, 2022
Q4 2021
|
United Capital Management Of Ks, Inc.
|
SELL
|
- |
-17.5KClosed |
$174K - $276K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 12, 2021
Q3 2021
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-2KClosed |
$23.7K - $31.3K
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Legato Capital Management LLC
|
SELL
|
- |
-24.8KClosed |
$294K - $388K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Jordan Park Group LLC
|
BUY
|
- |
26.2KNew |
$352K - $420K
|
26.2K
$292K
|
|
|
Aug 16, 2021
Q2 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
PUT |
16KNew |
$216K - $257K
|
16K
$179K
|
|