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 |
|---|---|---|---|---|---|
|
Webster Bank, N. A.
|
Jan 22, 2025 Q4 2024 |
200
shares
|
$2,054
0.0% of portfolio
|
Q3 2017
New holding
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Nov 18, 2024 Q3 2024 |
200
shares
|
$2,054
0.0% of portfolio
|
Q2 2024
Added 100.0%
|
|
|
Mc Ilrath & Eck, LLC
|
Nov 19, 2024 Q3 2024 |
194
shares
|
$1,992
0.0% of portfolio
|
Q2 2018
Reduced 29.45%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jan 17, 2025 Q4 2024 |
175
shares
|
$1,797
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
154
shares
|
$1,581
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Oct 25, 2024 Q3 2024 |
130
shares
|
$1,335
0.0% of portfolio
|
Q3 2023
Reduced 18.75%
|
|
|
Massmutual Trust CO Fsb
|
Jan 16, 2025 Q4 2024 |
128
shares
|
$1,314
0.0% of portfolio
|
Q4 2024
Reduced 79.84%
|
|
|
Jfs Wealth Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
114
shares
|
$1,170
0.0% of portfolio
|
Q3 2024
Reduced 37.7%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
108
shares
|
$1,109
0.0% of portfolio
|
Q3 2022
Reduced 93.28%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Oct 09, 2024 Q3 2024 |
100
shares
|
$1,027
0.0% of portfolio
|
Q3 2017
New holding
|
|
|
Hemington Wealth Management
|
Nov 12, 2024 Q3 2024 |
80
shares
|
$821
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jan 10, 2025 Q4 2024 |
76
shares
|
$780
0.0% of portfolio
|
Q4 2024
Added 58.33%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
72
shares
|
$739
0.0% of portfolio
|
Q3 2021
Reduced 59.32%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
65
shares
|
$667
0.0% of portfolio
|
Q2 2022
Reduced 70.45%
|
|
|
Breakwater Investment Management
Seattle, WA |
Jan 14, 2025 Q4 2024 |
64
shares
|
$657
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Bokf, Na
Tulsa, OK |
Nov 14, 2024 Q3 2024 |
45
shares
|
$462
0.0% of portfolio
|
Q2 2023
Reduced 90.04%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jan 22, 2025 Q4 2024 |
43
shares
|
$441
0.0% of portfolio
|
Q4 2024
Reduced 6.52%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Aug 09, 2024 Q2 2024 |
37
shares
|
$379
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Nov 13, 2024 Q3 2024 |
36
shares
|
$369
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jan 21, 2025 Q4 2024 |
36
shares
|
$369
0.0% of portfolio
|
Q4 2024
Reduced 34.55%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Oct 30, 2024 Q3 2024 |
26
shares
|
$267
0.0% of portfolio
|
Q3 2024
Added 4.0%
|
|
|
Old Second National Bank Of Aurora
|
Jan 23, 2025 Q4 2024 |
21
shares
|
$215
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
19
shares
|
$195
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Central Trust CO
Jefferson City, MO |
Jan 24, 2025 Q4 2024 |
18
shares
|
$184
0.0% of portfolio
|
Q3 2024
Reduced 98.77%
|
|
|
Claris Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
17
shares
|
$174
0.0% of portfolio
|
Q3 2024
New holding
|