Purchases and Sales Made in Q4 2024 in Willis Lease Finance Corp (WLFC)
This table provides information about the institutional ownership of Willis Lease Finance Corp (WLFC) during Q4 2024. The information is specifically focused on institutions that hold shares of WILLIS LEASE FINANCE CORP.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 28, 2025
Q4 2024
|
Four Tree Island Advisory LLC
Portsmouth, NH |
BUY
|
- |
78.4KNew |
$11.3M - $18.2M
|
78.4K
$15.7M
|
|
|
Feb 03, 2025
Q4 2024
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
3.36K+ 95.24% |
$486K - $779K
|
6.89K
$1.38M
|
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
1.62K+ 4.91% |
$234K - $375K
|
34.6K
$6.92M
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
1.43KNew |
$207K - $332K
|
1.43K
$286K
|
|
|
Jan 24, 2025
Q4 2024
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
1.24KNew |
$179K - $286K
|
1.24K
$247K
|
|
|
Jan 14, 2025
Q4 2024
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
1.09KNew |
$158K - $253K
|
1.09K
$218K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
1KNew |
$145K - $232K
|
1K
$200K
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
681+ 32.47% |
$98.6K - $158K
|
2.78K
$555K
|
|
|
Jan 30, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
371+ 5.54% |
$53.7K - $85.9K
|
7.07K
$1.41M
|
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
198+ 0.86% |
$28.7K - $45.9K
|
23.2K
$4.63M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
50+ 100.0% |
$7.24K - $11.6K
|
100
$20K
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
15New |
$2.17K - $3.47K
|
15
$3K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
11+ 3.46% |
$1.59K - $2.55K
|
329
$65.7K
|
|
|
Jan 10, 2025
Q4 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
6+ 13.64% |
$868 - $1.39K
|
50
$9.99K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
3New |
$434 - $695
|
3
$599
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
1New |
$145 - $232
|
1
$200
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-3- 0.56% |
$434 - $695
|
529
$106K
|
|
|
Feb 03, 2025
Q4 2024
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-15- 0.05% |
$2.17K - $3.47K
|
29.8K
$5.95M
|
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
SELL
|
- |
-23- 2.34% |
$3.33K - $5.33K
|
958
$191K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-49- 12.25% |
$7.09K - $11.3K
|
351
$70.1K
|