Institutional Ownership Western Union CO (WU)
This table provides information about the institutional ownership of Western Union CO (WU). We have compiled data on the 499 institutions that hold shares in the stock, with a total of 297 Million shares, which have been reported (via 13F filing form) to have a value of $3.05 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,285
shares
|
$13,196
0.0% of portfolio
|
Q2 2020
Reduced 72.52%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
1,253
shares
|
$12,868
0.0% of portfolio
|
Q3 2024
Added 18.43%
|
|
|
Rise Advisors, LLC
|
Jan 07, 2025 Q4 2024 |
1,212
shares
|
$12,447
0.01% of portfolio
|
Q4 2024
Added 2.19%
|
|
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
Oct 15, 2024 Q3 2024 |
1,200
shares
|
$12,324
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Mv Capital Management, Inc.
|
Nov 04, 2024 Q3 2024 |
1,182
shares
|
$12,139
0.0% of portfolio
|
Q3 2024
Reduced 0.51%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
1,173
shares
|
$12,046
0.0% of portfolio
|
Q3 2024
Added 3.08%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
1,134
shares
|
$11,646
0.0% of portfolio
|
Q3 2024
Reduced 47.48%
|
|
|
American National Bank
|
Jan 14, 2025 Q4 2024 |
1,100
shares
|
$11,297
0.0% of portfolio
|
Q1 2024
Added 266.67%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
1,043
shares
|
$10,711
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bogart Wealth, LLC
|
Oct 22, 2024 Q3 2024 |
1,037
shares
|
$10,649
0.0% of portfolio
|
Q3 2024
Reduced 19.43%
|
|
|
Delta Asset Management LLC
Memphis, TN |
Nov 07, 2024 Q3 2024 |
1,000
shares
|
$10,270
0.0% of portfolio
|
Q1 2023
Reduced 7.92%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
860
shares
|
$8,832
0.0% of portfolio
|
Q3 2024
Reduced 74.07%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 12, 2024 Q3 2024 |
806
shares
|
$8,277
0.0% of portfolio
|
Q3 2024
Added 34.78%
|
|
|
Optiver Holding B.V.
Amsterdam, P7 |
Nov 14, 2024 Q3 2024 |
802
shares
|
$8,236
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Oakworth Capital, Inc.
|
Oct 21, 2024 Q3 2024 |
800
shares
|
$8,216
0.0% of portfolio
|
Q1 2021
Reduced 2.44%
|
|
|
Toth Financial Advisory Corp
|
Jan 21, 2025 Q4 2024 |
800
shares
|
$8,216
0.0% of portfolio
|
Q1 2022
Reduced 11.11%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
767
shares
|
$7,877
0.0% of portfolio
|
Q4 2024
Reduced 1.41%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
760
shares
|
$7,805
0.0% of portfolio
|
Q3 2024
Added 23.18%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
744
shares
|
$7,640
0.0% of portfolio
|
Q3 2024
Added 11.54%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Jan 15, 2025 Q4 2024 |
670
shares
|
$6,880
0.0% of portfolio
|
Q4 2024
Added 32.67%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Nov 05, 2024 Q3 2024 |
644
shares
|
$6,613
0.0% of portfolio
|
Q3 2024
Reduced 34.29%
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
636
shares
|
$6,531
0.0% of portfolio
|
Q3 2024
Reduced 5.64%
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
615
shares
|
$6,316
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Mcf Advisors LLC
Covington, KY |
Jan 17, 2025 Q4 2024 |
602
shares
|
$6,182
0.0% of portfolio
|
Q4 2024
Reduced 75.6%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
600
shares
|
$6,162
0.0% of portfolio
|
Q2 2024
Reduced 14.53%
|