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, 2024
Q3 2024
|
Ajo Vista, LLC
Boston, MA |
BUY
|
- |
6.83KNew |
$199K - $281K
|
6.83K
$627K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
121New |
$3.52K - $4.98K
|
121
$11.1K
|
|
|
Oct 23, 2024
Q3 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
6.93KNew |
$201K - $285K
|
6.93K
$636K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
75New |
$2.18K - $3.08K
|
75
$6.89K
|
|
|
Oct 16, 2024
Q3 2024
|
N Verses Capital, LLC
Wellington, FL |
BUY
|
- |
500+ 125.0% |
$14.5K - $20.6K
|
900
$82.6K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
1.05KNew |
$30.6K - $43.3K
|
1.05K
$96.6K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
7.7KNew |
$204K - $265K
|
7.7K
$707K
|
|
|
Aug 14, 2024
Q2 2024
|
Magnetar Financial LLC
Evanston, IL |
BUY
|
- |
8.15KNew |
$216K - $280K
|
8.15K
$749K
|
|
|
Aug 13, 2024
Q2 2024
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-13.7K- 38.02% |
$363K - $470K
|
22.3K
$2.05M
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
36.9K+ 4.19% |
$980K - $1.27M
|
918K
$84.3M
|
|
|
Aug 12, 2024
Q2 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
29New |
$770 - $998
|
29
$2.66K
|
|
|
Aug 08, 2024
Q2 2024
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
25KNew |
$664K - $860K
|
25K
$2.3M
|
|
| Q1 2024 | |||||||
|
Oct 08, 2025
Q1 2024
|
New York State Common Retirement Fund
|
SELL
|
- |
-104- 1.96% |
$1.86K - $3.13K
|
5.2K
$478K
|
|
|
May 15, 2024
Q1 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
42.8KNew |
$766K - $1.29M
|
42.8K
$3.93M
|
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
BUY
|
- |
19+ 0.31% |
$340 - $572
|
6.08K
$558K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1New |
$17.9 - $30.1
|
1
$91.8
|
|
|
Apr 25, 2024
Q1 2024
|
Simplex Trading, LLC
|
BUY
|
- |
455New |
$8.15K - $13.7K
|
455
$41.8K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
93+ 4.47% |
$1.6K - $2.11K
|
2.18K
$200K
|
|
|
Feb 14, 2024
Q4 2023
|
Frontier Capital Management CO LLC
|
SELL
|
- |
-14.9K- 21.9% |
$255K - $338K
|
53K
$4.87M
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Bridgeway Capital Management, LLC
Houston, TX |
BUY
|
- |
16.7KNew |
$235K - $333K
|
16.7K
$1.53M
|
|
|
Aug 10, 2023
Q2 2023
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-15K- 52.63% |
$211K - $299K
|
13.5K
$1.24M
|
|
|
Aug 10, 2023
Q2 2023
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
279+ 77.93% |
$3.93K - $5.56K
|
637
$58.5K
|
|
| Q1 2023 | |||||||
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
27New |
$393 - $579
|
27
$2.48K
|
|
|
May 01, 2023
Q1 2023
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
11.4KNew |
$166K - $244K
|
11.4K
$1.04M
|
|
|
Apr 27, 2023
Q1 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
2New |
$29.1 - $42.9
|
2
$184
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
66.4KNew |
$770K - $1.22M
|
66.4K
$6.1M
|
|
|
Feb 09, 2023
Q4 2022
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-11.4K- 3.13% |
$132K - $209K
|
352K
$32.3M
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
274New |
$3.18K - $5.04K
|
274
$25.2K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
6.9K+ 18.63% |
$102K - $203K
|
43.9K
$4.03M
|
|
|
Nov 10, 2022
Q3 2022
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
55+ 0.62% |
$815 - $1.62K
|
8.96K
$823K
|
|
|
Nov 08, 2022
Q3 2022
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-7.62K- 8.34% |
$113K - $224K
|
83.8K
$7.69M
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
22New |
$326 - $647
|
22
$2.02K
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Arosa Capital Management LP
Ny, NY |
BUY
|
- |
40K+ 50.0% |
$931K - $1.3M
|
120K
$11M
|
|
|
Aug 15, 2022
Q2 2022
|
Pdt Partners, LLC
New York, NY |
SELL
|
- |
-8.06KClosed |
$188K - $262K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-35Closed |
$815 - $1.14K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Taylor Wealth Management Partners
Boston, MA |
SELL
|
- |
-33.7KClosed |
$785K - $1.1M
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Ergoteles LLC
New York, NY |
SELL
|
- |
-21.8KClosed |
$508K - $710K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Walthausen & Co., LLC
Malta, NY |
SELL
|
- |
-26.9K- 33.36% |
$626K - $875K
|
53.7K
$4.93M
|
|
|
Aug 11, 2022
Q2 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-10KClosed |
$233K - $326K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-22- 36.67% |
$512 - $716
|
38
$3.49K
|
|
|
Aug 09, 2022
Q2 2022
|
Mondrian Investment Partners LTD
London, X0 |
SELL
|
- |
-1.67KClosed |
$39K - $54.5K
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Argent Capital Management LLC
|
SELL
|
- |
-2.03K- 11.15% |
$47.3K - $66.1K
|
16.2K
$1.49M
|
|
|
Aug 01, 2022
Q2 2022
|
Lindbrook Capital, LLC
|
SELL
|
- |
-95Closed |
$2.21K - $3.09K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Handelsinvest Investeringsforvaltning
|
BUY
|
- |
10K+ 12.5% |
$233K - $326K
|
90K
$8.26M
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
Wellington Management Group LLP
Boston, MA |
SELL
|
- |
-54.4K- 24.05% |
$1.45M - $1.88M
|
172K
$15.8M
|
|
|
May 13, 2022
Q1 2022
|
Alpine Global Management, LLC
New York, NY |
SELL
|
- |
-24.4KClosed |
$653K - $846K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 16, 2022
Q4 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-253KClosed |
$7.96M - $10.7M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Redwood Grove Capital, LLC
Palo Alto, CA |
BUY
|
- |
1.29K+ 0.73% |
$40.4K - $54.4K
|
179K
$16.4M
|
|
|
Feb 11, 2022
Q4 2021
|
Firestone Capital Management
|
SELL
|
- |
-135Closed |
$4.24K - $5.71K
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Seizert Capital Partners, LLC
|
SELL
|
- |
-14.4KClosed |
$453K - $610K
|
0
$0
|
|