Institutional Ownership Willis Lease Finance Corp (WLFC)
This table provides information about the institutional ownership of Willis Lease Finance Corp (WLFC). We have compiled data on the 85 institutions that hold shares in the stock, with a total of 2.55 Million shares, which have been reported (via 13F filing form) to have a value of $492 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Russell Investments Group, Ltd.
|
Nov 13, 2024 Q3 2024 |
78
shares
|
$15,041
0.0% of portfolio
|
Q3 2024
Reduced 28.44%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
50
shares
|
$9,642
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Harbor Capital Advisors, Inc.
|
Jan 10, 2025 Q4 2024 |
50
shares
|
$9,642
0.0% of portfolio
|
Q4 2024
Added 13.64%
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
35
shares
|
$6,749
0.0% of portfolio
|
Q3 2024
Added 16.67%
|
|
|
Covestor LTD
Boston, MA |
Nov 01, 2024 Q3 2024 |
24
shares
|
$4,628
0.0% of portfolio
|
Q3 2024
Reduced 35.14%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jan 08, 2025 Q4 2024 |
15
shares
|
$2,892
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
10
shares
|
$1,928
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Lindbrook Capital, LLC
|
Nov 01, 2024 Q3 2024 |
5
shares
|
$964
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2025 Q4 2024 |
3
shares
|
$578
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|