Latest Institutional Transactions on Willdan Group, Inc. (WLDN)
This table provides information on the latest institutional transactions involving Willdan Group, Inc. (WLDN) 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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2025
Q3 2025
|
Legato Capital Management LLC
|
SELL
|
- |
-9.27K- 29.02% |
$591K - $1.12M
|
22.7K
$2.08M
|
|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-101- 35.07% |
$6.44K - $12.2K
|
187
$17.2K
|
|
|
Nov 10, 2025
Q3 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-258- 18.18% |
$16.4K - $31.1K
|
1.16K
$107K
|
|
|
Nov 10, 2025
Q3 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
76.4K+ 186.7% |
$4.87M - $9.19M
|
117K
$10.8M
|
|
|
Nov 10, 2025
Q3 2025
|
Semanteon Capital Management, LP
Newton, MA |
BUY
|
- |
2.03K+ 61.22% |
$130K - $245K
|
5.35K
$492K
|
|
|
Nov 10, 2025
Q3 2025
|
Citigroup Inc
|
BUY
|
- |
7.6K+ 36.89% |
$484K - $915K
|
28.2K
$2.59M
|
|
|
Nov 10, 2025
Q3 2025
|
Hillsdale Investment Management Inc.
Toronto, A6 |
SELL
|
- |
-18.6K- 99.57% |
$1.18M - $2.24M
|
80
$7.35K
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
50New |
$3.19K - $6.02K
|
50
$4.59K
|
|
|
Nov 10, 2025
Q3 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
8+ 400.0% |
$510 - $963
|
10
$918
|
|
|
Nov 10, 2025
Q3 2025
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
106New |
$6.76K - $12.8K
|
106
$9.73K
|
|
|
Nov 10, 2025
Q3 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-39- 53.42% |
$2.49K - $4.69K
|
34
$3.12K
|
|
|
Nov 10, 2025
Q3 2025
|
Counterpoint Mutual Funds LLC
|
SELL
|
- |
-1.53K- 22.88% |
$97.8K - $185K
|
5.17K
$475K
|
|
|
Nov 10, 2025
Q3 2025
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
9.66KNew |
$616K - $1.16M
|
9.66K
$887K
|
|
|
Nov 10, 2025
Q3 2025
|
Intech Investment Management LLC
West Palm Beach, FL |
SELL
|
- |
-3.25K- 28.57% |
$207K - $391K
|
8.12K
$746K
|
|
|
Nov 10, 2025
Q3 2025
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
10KNew |
$639K - $1.21M
|
10K
$921K
|
|
|
Nov 10, 2025
Q3 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
4.52KNew |
$288K - $544K
|
4.52K
$415K
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-43.7K- 55.6% |
$2.79M - $5.26M
|
34.9K
$3.21M
|
|
|
Nov 07, 2025
Q3 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
229K+ 27.11% |
$14.6M - $27.6M
|
1.08M
$98.7M
|
|
|
Nov 07, 2025
Q3 2025
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
5.6KNew |
$357K - $674K
|
5.6K
$514K
|
|
|
Nov 07, 2025
Q3 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-5- 25.0% |
$319 - $602
|
15
$1.38K
|
|
|
Nov 07, 2025
Q3 2025
|
Bnp Paribas Asset Management Holding S.A.
|
BUY
|
- |
81New |
$5.16K - $9.75K
|
81
$7.44K
|
|
|
Nov 06, 2025
Q3 2025
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
5.7K+ 71.55% |
$363K - $686K
|
13.7K
$1.26M
|
|
|
Nov 06, 2025
Q3 2025
|
Versor Investments LP
|
BUY
|
- |
4.53KNew |
$289K - $546K
|
4.53K
$416K
|
|
|
Nov 06, 2025
Q3 2025
|
Essex Investment Management CO LLC
Boston, MA |
SELL
|
- |
-28.3K- 26.4% |
$1.8M - $3.41M
|
78.9K
$7.25M
|
|
|
Nov 06, 2025
Q3 2025
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
- |
2.14KNew |
$137K - $258K
|
2.14K
$197K
|
|
|
Nov 06, 2025
Q3 2025
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-529- 2.53% |
$33.7K - $63.7K
|
20.4K
$1.87M
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
19.1KNew |
$1.22M - $2.3M
|
19.1K
$1.75M
|
|
|
Nov 06, 2025
Q3 2025
|
Cornerstone Investment Partners, LLC
|
SELL
|
- |
-339- 6.82% |
$21.6K - $40.8K
|
4.63K
$425K
|
|
|
Nov 06, 2025
Q3 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-580- 9.16% |
$37K - $69.8K
|
5.75K
$528K
|
|
|
Nov 06, 2025
Q3 2025
|
Wulff, Hansen & Co.
|
SELL
|
- |
-4.08K- 18.89% |
$260K - $491K
|
17.5K
$1.61M
|
|
|
Nov 05, 2025
Q3 2025
|
Iq Eq Fund Management (Ireland) LTD
|
BUY
|
- |
2.08KNew |
$132K - $250K
|
2.08K
$191K
|
|
|
Nov 05, 2025
Q3 2025
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
2.68K+ 11.54% |
$171K - $323K
|
25.9K
$2.38M
|
|
|
Nov 05, 2025
Q3 2025
|
Advisor Shares Investments LLC
Bethesda, MD |
BUY
|
- |
1.02K+ 214.74% |
$65K - $123K
|
1.5K
$137K
|
|
|
Nov 05, 2025
Q3 2025
|
Pro Share Advisors LLC
|
BUY
|
- |
2.38KNew |
$151K - $286K
|
2.38K
$218K
|
|
|
Nov 04, 2025
Q3 2025
|
Independent Advisor Alliance
|
BUY
|
- |
27.5KNew |
$1.75M - $3.31M
|
27.5K
$2.52M
|
|
|
Nov 04, 2025
Q3 2025
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
3.73K+ 39.83% |
$237K - $448K
|
13.1K
$1.2M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
86+ 29.66% |
$5.48K - $10.4K
|
376
$34.5K
|
|
|
Nov 04, 2025
Q3 2025
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
1.93KNew |
$123K - $232K
|
1.93K
$177K
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-10.6K- 37.27% |
$675K - $1.27M
|
17.8K
$1.64M
|
|
|
Nov 04, 2025
Q3 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
249+ 1915.38% |
$15.9K - $30K
|
262
$24.1K
|
|
|
Nov 03, 2025
Q3 2025
|
Efg Asset Management (North America) Corp.
|
BUY
|
- |
24.8KNew |
$1.58M - $2.99M
|
24.8K
$2.28M
|
|
|
Nov 03, 2025
Q3 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
180New |
$11.5K - $21.7K
|
180
$16.5K
|
|
|
Nov 03, 2025
Q3 2025
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-11.9K- 69.63% |
$755K - $1.43M
|
5.17K
$475K
|
|
|
Nov 03, 2025
Q3 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
165New |
$10.5K - $19.9K
|
165
$15.2K
|
|
|
Nov 03, 2025
Q3 2025
|
Arizona State Retirement System
|
BUY
|
- |
4.07KNew |
$259K - $490K
|
4.07K
$374K
|
|
|
Nov 03, 2025
Q3 2025
|
Quest Partners LLC
New York, NY |
BUY
|
- |
485+ 7.46% |
$30.9K - $58.4K
|
6.99K
$642K
|
|
|
Oct 31, 2025
Q3 2025
|
Kornitzer Capital Management Inc
|
BUY
|
- |
45.2K+ 161.5% |
$2.88M - $5.44M
|
73.2K
$6.72M
|
|
|
Oct 31, 2025
Q3 2025
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-12- 42.86% |
$765 - $1.44K
|
16
$1.47K
|
|
|
Oct 31, 2025
Q3 2025
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
4.84KNew |
$309K - $583K
|
4.84K
$445K
|
|
|
Oct 31, 2025
Q3 2025
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-124- 1.09% |
$7.9K - $14.9K
|
11.3K
$1.04M
|
|