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This page summarizes the WU holdings changes quarter over quarter among those 13F filers that have reported for
the 3/31/2024 period, comparing share count change from 12/31/2023 to 3/31/2024.
Share count is compared over these two periods to provide an indication of whether WU is being accumulated or
sold by institutions that file their holdings via 13F filings (and as always, when considering this data it is important to be mindful of the
long only reporting requirement).
| Filer | 12/31/2023
Share Count | 3/31/2024
Share Count | Change | % Change |
|---|
| 13F Filers Increasing WU Share Count |
|---|
| Northern Oak Wealth Management Inc. |
53,199 |
343,986 |
+290,787 |
+546.60% |
| Venturi Wealth Management LLC |
385 |
2,312 |
+1,927 |
+500.52% |
| American National Bank |
300 |
1,100 |
+800 |
+266.67% |
| Sigma Planning Corp |
21,355 |
53,928 |
+32,573 |
+152.53% |
| Hexagon Capital Partners LLC |
4,778 |
10,047 |
+5,269 |
+110.28% |
| OmniStar Financial Group Inc. |
28,759 |
54,987 |
+26,228 |
+91.20% |
| Nelson Van Denburg & Campbell Wealth Management Group LLC |
632 |
1,200 |
+568 |
+89.87% |
| WBI Investments |
30,063 |
52,279 |
+22,216 |
+73.90% |
| CWM LLC |
11,303 |
18,950 |
+7,647 |
+67.65% |
| Spire Wealth Management |
158 |
239 |
+81 |
+51.27% |
| Bruce G. Allen Investments LLC |
66 |
98 |
+32 |
+48.48% |
| Massmutual Trust Co. FSB ADV |
642 |
912 |
+270 |
+42.06% |
| Premier Path Wealth Partners LLC |
61,937 |
82,824 |
+20,887 |
+33.72% |
| GSA Capital Partners LLP |
14,859 |
18,961 |
+4,102 |
+27.61% |
| Van ECK Associates Corp |
252,689 |
317,656 |
+64,967 |
+25.71% |
| Gilman Hill Asset Management LLC |
450,234 |
559,248 |
+109,014 |
+24.21% |
| Range Financial Group LLC |
87,626 |
108,274 |
+20,648 |
+23.56% |
| Natixis Advisors L.P. |
47,218 |
58,151 |
+10,933 |
+23.15% |
| Kestra Private Wealth Services LLC |
21,984 |
26,459 |
+4,475 |
+20.36% |
| Wedge Capital Management L L P NC |
2,528,570 |
3,021,481 |
+492,911 |
+19.49% |
| Benjamin F. Edwards & Company Inc. |
600 |
702 |
+102 |
+17.00% |
| Nisa Investment Advisors LLC |
67,270 |
76,160 |
+8,890 |
+13.22% |
| Private Advisor Group LLC |
33,704 |
38,083 |
+4,379 |
+12.99% |
| OLD National Bancorp IN |
491,815 |
553,032 |
+61,217 |
+12.45% |
| Janney Montgomery Scott LLC |
959,162 |
1,071,228 |
+112,066 |
+11.68% |
| Marshall Financial Group LLC |
58,146 |
64,881 |
+6,735 |
+11.58% |
| Elevated Capital Advisors LLC |
39,603 |
43,694 |
+4,091 |
+10.33% |
| First Horizon Advisors Inc. |
1,247 |
1,368 |
+121 |
+9.70% |
| Essex Financial Services Inc. |
33,381 |
35,968 |
+2,587 |
+7.75% |
| Mirae Asset Global Investments Co. Ltd. |
1,187,810 |
1,252,897 |
+65,087 |
+5.48% |
| Principle Wealth Partners LLC |
13,520 |
14,222 |
+702 |
+5.19% |
| Victory Capital Management Inc. |
948,462 |
995,204 |
+46,742 |
+4.93% |
| TSP Capital Management Group LLC |
181,865 |
187,006 |
+5,141 |
+2.83% |
| Alaska Permanent Fund Corp |
200,742 |
205,400 |
+4,658 |
+2.32% |
| GHP Investment Advisors Inc. |
2,389 |
2,432 |
+43 |
+1.80% |
| Kingswood Wealth Advisors LLC |
33,717 |
34,316 |
+599 |
+1.78% |
| Hennion & Walsh Asset Management Inc. |
110,444 |
112,237 |
+1,793 |
+1.62% |
| Financial Advocates Investment Management |
17,730 |
17,804 |
+74 |
+0.42% |
| Amalgamated Bank |
243,183 |
243,809 |
+626 |
+0.26% |
| Allworth Financial LP |
1,597 |
1,600 |
+3 |
+0.19% |
| Brown Advisory Inc. |
196,250 |
196,336 |
+86 |
+0.04% |
| Rowland & Co. Investment Counsel ADV |
96,493 |
96,503 |
+10 |
+0.01% |
| 13F Filers Reporting New Positions In WU |
|---|
| Proequities Inc. |
0 |
200 |
+200 |
+100% |
| UMB Bank N A MO |
0 |
105 |
+105 |
+100% |
| Optimum Investment Advisors |
0 |
300 |
+300 |
+100% |
| Exchange Traded Concepts LLC |
0 |
45,468 |
+45,468 |
+100% |
| Mather Group LLC. |
0 |
7,363 |
+7,363 |
+100% |
| Cutler Group LP |
0 |
615 |
+615 |
+100% |
| Krane Funds Advisors LLC |
0 |
33,386 |
+33,386 |
+100% |
| Riverview Trust Co |
0 |
2,262 |
+2,262 |
+100% |
| MCF Advisors LLC |
0 |
2,165 |
+2,165 |
+100% |
| TrimTabs Asset Management LLC |
0 |
58,153 |
+58,153 |
+100% |
| Dakota Wealth Management |
0 |
55,087 |
+55,087 |
+100% |
| One Wealth Advisors LLC |
0 |
11,120 |
+11,120 |
+100% |
| Oak Thistle LLC |
0 |
14,375 |
+14,375 |
+100% |
| Insight Folios Inc |
0 |
385,374 |
+385,374 |
+100% |
| Rise Advisors LLC |
0 |
1,122 |
+1,122 |
+100% |
| Opal Wealth Advisors LLC |
0 |
340 |
+340 |
+100% |
| Piscataqua Savings Bank |
0 |
62 |
+62 |
+100% |
| Newbridge Financial Services Group Inc. |
0 |
2,904 |
+2,904 |
+100% |
| Fidelis Capital Partners LLC |
0 |
527 |
+527 |
+100% |
| PFG Investments LLC |
0 |
18,285 |
+18,285 |
+100% |
| GAMMA Investing LLC |
0 |
28 |
+28 |
+100% |
| Smartleaf Asset Management LLC |
0 |
266 |
+266 |
+100% |
| 13F Filers With Unchanged Share Count |
|---|
| CENTRAL TRUST Co |
1,444 |
1,444 |
UNCH |
0.00% |
| Hazlett Burt & Watson Inc. |
24 |
24 |
UNCH |
0.00% |
| Rockland Trust Co. |
16,702 |
16,702 |
UNCH |
0.00% |
| Caldwell Sutter Capital Inc. |
175 |
175 |
UNCH |
0.00% |
| Stock Yards Bank & Trust Co. |
17,877 |
17,877 |
UNCH |
0.00% |
| Valley National Advisers Inc. |
1,000 |
1,000 |
UNCH |
0.00% |
| New Mexico Educational Retirement Board |
76,300 |
76,300 |
UNCH |
0.00% |
| Toth Financial Advisory Corp |
800 |
800 |
UNCH |
0.00% |
| Norwood Financial Corp |
3,105 |
3,105 |
UNCH |
0.00% |
| Edmp Inc. |
18,294 |
18,294 |
UNCH |
0.00% |
| Schulhoff & Co. Inc. |
18,550 |
18,550 |
UNCH |
0.00% |
| Webster Bank N. A. |
200 |
200 |
UNCH |
0.00% |
| Boyd Watterson Asset Management LLC OH |
1,357 |
1,357 |
UNCH |
0.00% |
| Farmers & Merchants Investments Inc. |
130 |
130 |
UNCH |
0.00% |
| Whittier Trust Co. of Nevada Inc. |
2,302 |
2,302 |
UNCH |
0.00% |
| Private Trust Co. NA |
1,428 |
1,428 |
UNCH |
0.00% |
| Hunter Associates Investment Management LLC |
13,690 |
13,690 |
UNCH |
0.00% |
| State of New Jersey Common Pension Fund D |
210,345 |
210,345 |
UNCH |
0.00% |
| NJ State Employees Deferred Compensation Plan |
40,000 |
40,000 |
UNCH |
0.00% |
| JFS Wealth Advisors LLC |
183 |
183 |
UNCH |
0.00% |
| JNBA Financial Advisors |
1,025 |
1,025 |
UNCH |
0.00% |
| Oakworth Capital Inc. |
800 |
800 |
UNCH |
0.00% |
| Field & Main Bank |
1,500 |
1,500 |
UNCH |
0.00% |
| Capital Advisors Ltd. LLC |
15 |
15 |
UNCH |
0.00% |
| FinTrust Capital Advisors LLC |
66 |
66 |
UNCH |
0.00% |
| MV Capital Management Inc. |
1,520 |
1,520 |
UNCH |
0.00% |
| Moisand Fitzgerald Tamayo LLC |
100 |
100 |
UNCH |
0.00% |
| Arcus Capital Partners LLC |
15,000 |
15,000 |
UNCH |
0.00% |
| Pinnacle Bank |
1,750 |
1,750 |
UNCH |
0.00% |
| Bogart Wealth LLC |
37 |
37 |
UNCH |
0.00% |
| Larson Financial Group LLC |
5 |
5 |
UNCH |
0.00% |
| GPS Wealth Strategies Group LLC |
200 |
200 |
UNCH |
0.00% |
| West Branch Capital LLC |
276 |
276 |
UNCH |
0.00% |
| Maryland State Retirement & Pension System |
28,554 |
28,554 |
UNCH |
0.00% |
| CVA Family Office LLC |
600 |
600 |
UNCH |
0.00% |
| SOA Wealth Advisors LLC. |
6 |
6 |
UNCH |
0.00% |
| Red Tortoise LLC |
680 |
680 |
UNCH |
0.00% |
| Signature Resources Capital Management LLC |
254 |
254 |
UNCH |
0.00% |
| 13F Filers Decreasing WU Share Count |
|---|
| Global Retirement Partners LLC |
256 |
29 |
-227 |
-88.67% |
| Cambridge Investment Research Advisors Inc. |
132,229 |
48,677 |
-83,552 |
-63.19% |
| Simplex Trading LLC |
123,956 |
48,025 |
-75,931 |
-61.26% |
| Huntington National Bank |
1,339 |
538 |
-801 |
-59.82% |
| BNP Paribas Arbitrage SA |
772,015 |
353,246 |
-418,769 |
-54.24% |
| Rakuten Securities Inc. |
200 |
100 |
-100 |
-50.00% |
| Commonwealth Equity Services LLC |
63,641 |
35,428 |
-28,213 |
-44.33% |
| Geneos Wealth Management Inc. |
972 |
582 |
-390 |
-40.12% |
| Robeco Institutional Asset Management B.V. |
1,073,504 |
667,517 |
-405,987 |
-37.82% |
| Mutual Advisors LLC |
63,464 |
40,574 |
-22,890 |
-36.07% |
| Confluence Wealth Services Inc. |
27,481 |
19,199 |
-8,282 |
-30.14% |
| Cullen Investment Group LTD. |
17,943 |
14,107 |
-3,836 |
-21.38% |
| Oregon Public Employees Retirement Fund |
102,598 |
86,622 |
-15,976 |
-15.57% |
| DekaBank Deutsche Girozentrale |
212,348 |
186,822 |
-25,526 |
-12.02% |
| Ronald Blue Trust Inc. |
909 |
801 |
-108 |
-11.88% |
| Raymond James & Associates |
42,931 |
37,894 |
-5,037 |
-11.73% |
| Quent Capital LLC |
606 |
538 |
-68 |
-11.22% |
| Parkside Financial Bank & Trust |
527 |
470 |
-57 |
-10.82% |
| DGS Capital Management LLC |
28,857 |
26,134 |
-2,723 |
-9.44% |
| Zurcher Kantonalbank Zurich Cantonalbank |
80,808 |
73,203 |
-7,605 |
-9.41% |
| Radnor Capital Management LLC |
20,063 |
18,582 |
-1,481 |
-7.38% |
| Mutual of America Capital Management LLC |
225,428 |
208,846 |
-16,582 |
-7.36% |
| Securian Asset Management Inc |
30,749 |
28,824 |
-1,925 |
-6.26% |
| Yousif Capital Management LLC |
180,108 |
170,422 |
-9,686 |
-5.38% |
| Crescent Grove Advisors LLC |
11,345 |
10,745 |
-600 |
-5.29% |
| Retirement Systems of Alabama |
456,340 |
440,138 |
-16,202 |
-3.55% |
| SJS Investment Consulting Inc. |
57 |
55 |
-2 |
-3.51% |
| Wealth Enhancement Advisory Services LLC |
24,268 |
23,465 |
-803 |
-3.31% |
| Allspring Global Investments Holdings LLC |
916,756 |
888,704 |
-28,052 |
-3.06% |
| Salomon & Ludwin LLC |
6,023 |
5,851 |
-172 |
-2.86% |
| California Public Employees Retirement System |
2,613,283 |
2,544,018 |
-69,265 |
-2.65% |
| Fifth Third Bancorp |
4,967 |
4,847 |
-120 |
-2.42% |
| Raymond James Financial Services Advisors Inc. |
49,286 |
48,193 |
-1,093 |
-2.22% |
| Signaturefd LLC |
3,470 |
3,405 |
-65 |
-1.87% |
| State of Michigan Retirement System |
87,466 |
86,066 |
-1,400 |
-1.60% |
| Principal Financial Group Inc. |
1,341,585 |
1,322,023 |
-19,562 |
-1.46% |
| Louisiana State Employees Retirement System |
102,300 |
100,900 |
-1,400 |
-1.37% |
| Bank of New York Mellon Corp |
4,969,137 |
4,917,135 |
-52,002 |
-1.05% |
| Ritholtz Wealth Management |
10,494 |
10,408 |
-86 |
-0.82% |
| Whittier Trust Co. |
73,655 |
73,179 |
-476 |
-0.65% |
| State of Alaska Department of Revenue |
238,986 |
237,671 |
-1,315 |
-0.55% |
| New York State Teachers Retirement System |
420,167 |
418,647 |
-1,520 |
-0.36% |
| Los Angeles Capital Management & Equity Research Inc. |
441,967 |
441,629 |
-338 |
-0.08% |
| 13F Filers Exiting WU |
|---|
| Turtle Creek Wealth Advisors LLC |
781 |
0 |
-781 |
-100.00% |
| International Assets Investment Management LLC |
5,462 |
0 |
-5,462 |
-100.00% |
| Arkadios Wealth Advisors |
25,771 |
0 |
-25,771 |
-100.00% |
| Avion Wealth |
46 |
0 |
-46 |
-100.00% |
| BI Asset Management Fondsmaeglerselskab A S |
36,175 |
0 |
-36,175 |
-100.00% |
| Sound Income Strategies LLC |
410 |
0 |
-410 |
-100.00% |
| Glassman Wealth Services |
557 |
0 |
-557 |
-100.00% |
| FDx Advisors Inc. |
62,070 |
0 |
-62,070 |
-100.00% |
| Daiwa Securities Group Inc. |
3,900 |
0 |
-3,900 |
-100.00% |
| Diversified Trust Co |
16,991 |
0 |
-16,991 |
-100.00% |
| Sumitomo Mitsui Trust Holdings Inc. |
34,757 |
0 |
-34,757 |
-100.00% |
See Summary: Institutional Holders of WU
See Details: Top 10 Hedge Funds Holding WU
Also See: WU Insider Buying
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