Willdan Group (WLDN) Institutional Ownership

$31.85
-0.75 (-2.30%)
(As of 05/13/2024 ET)

Institutional Ownership Changes (13F Filings) for Willdan Group (NASDAQ:WLDN)

Current
Institutional Ownership
Percentage
72.29%
Number of
Institutional Buyers
(last 12 months)
21
Total
Institutional Inflows
(last 12 months)
$6.22M
Number of
Institutional Sellers
(last 12 months)
21
Total
Institutional Outflows
(last 12 months)
$16.08M
Get WLDN Insider Trade Alerts

Want to know when executives and insiders are buying or selling Willdan Group stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

WLDN Institutional Buying and Selling by Quarter

Willdan Group Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/11/2024 Hillsdale Investment Management Inc.6,600$191K0.0%-78.0%0.048%
5/11/2024 Summit Creek Advisors LLC374,597$10.86M1.4%+3.3%2.711%
5/10/2024 Acadian Asset Management LLC2,750$78K0.0%+168.3%0.020%
5/10/2024 Vanguard Group Inc.643,889$18.67M0.0%-0.5%4.660%
5/7/2024 SG Americas Securities LLC4,399$128K0.0%-35.1%0.032%
5/3/2024 Essex Investment Management Co. LLC135,336$3.92M0.8%+1.6%0.979%
5/3/2024 Wulff Hansen & CO.23,165$672K0.7%+19.3%0.168%
5/1/2024 BNP Paribas Financial Markets6,080$176K0.0%+82.5%0.044%
4/26/2024 Conestoga Capital Advisors LLC55,823$1.62M0.0%+1.0%0.404%
4/23/2024 Rice Hall James & Associates LLC367,957$10.67M0.6%-2.3%2.672%
4/5/2024 Los Angeles Capital Management LLC16,703$484K0.0%+16.2%0.121%
3/25/2024Quadrature Capital Ltd25,072$541K0.0%+56.0%0.182%
2/13/2024Gabelli Funds LLC24,000$516K0.0%-4.0%0.176%
2/13/2024Teton Advisors Inc.57,000$1.23M0.4%-14.9%0.418%
2/13/2024Bard Associates Inc.140,875$3.03M1.2%-2.1%1.032%
2/12/2024 Wulff Hansen & CO.19,415$417K0.5%-20.5%0.142%
2/9/2024Trexquant Investment LP14,225$306K0.0%-38.2%0.104%
2/9/2024 Hillsdale Investment Management Inc.30,036$646K0.1%-63.7%0.220%
2/8/2024 Panagora Asset Management Inc.48,546$1.04M0.0%+14.7%0.356%
2/8/2024 Rock Point Advisors LLC329,475$7.08M2.1%+1.4%2.414%
2/8/2024 Essex Investment Management Co. LLC133,236$2.87M0.6%-7.2%0.976%
2/7/2024 Summit Creek Advisors LLC362,541$7.80M1.0%-5.3%2.656%
2/6/2024 Los Angeles Capital Management LLC14,374$309K0.0%N/A0.105%
2/5/2024 Victory Capital Management Inc.35,725$768K0.0%-6.5%0.262%
2/5/2024 Russell Investments Group Ltd.29,474$634K0.0%-14.0%0.216%
2/2/2024 Bailard Inc.12,000$258K0.0%N/A0.088%
1/31/2024Federated Hermes Inc.6,909$149K0.0%-10.9%0.051%
1/30/2024Strs Ohio19,100$410K0.0%-7.7%0.140%
1/26/2024 Conestoga Capital Advisors LLC55,283$1.19M0.0%+4.2%0.405%
1/12/2024 SG Americas Securities LLC6,776$146K0.0%+27.2%0.050%
11/15/2023Kennedy Capital Management LLC164,272$3.36M0.1%+0.7%1.203%
11/14/2023Quadrature Capital Ltd16,075$327K0.0%N/A0.118%
11/14/2023Trexquant Investment LP23,007$470K0.0%-27.9%0.169%
11/13/2023 Connor Clark & Lunn Investment Management Ltd.10,449$213K0.0%N/A0.077%
11/13/2023EAM Investors LLC57,903$1.18M0.2%N/A0.424%
11/9/2023 Rock Point Advisors LLC325,011$6.64M2.3%-11.0%2.381%
11/9/2023 Essex Investment Management Co. LLC143,527$2.93M0.5%-1.3%1.051%
11/8/2023Teton Advisors Inc.67,000$1.37M0.4%-14.1%0.491%
11/7/2023 New York State Common Retirement Fund5,200$106K0.0%+62.6%0.038%
11/2/2023 Rice Hall James & Associates LLC403,415$8.24M0.5%-5.2%2.966%
Trump’s “Tax Free” Retirement Strategy (Ad)

Since 1924 — over one hundred years — the US dollar has lost nearly 18x its value. In other words, a dollar back then would buy $17.82 worth of goods in today's money. If you're planning on retiring any time soon…This poses a real problem.

Protect your retirement savings from the inevitable devaluation of the dollar…
10/31/2023 Panagora Asset Management Inc.42,330$865K0.0%+28.7%0.311%
10/30/2023 Summit Creek Advisors LLC382,803$7.82M1.1%+0.4%2.815%
10/26/2023Strs Ohio20,700$422K0.0%N/A0.152%
10/19/2023Handelsbanken Fonder AB477,673$9.76M0.1%-28.0%3.512%
10/13/2023 SG Americas Securities LLC5,328$109K0.0%N/A0.039%
10/12/2023 Legato Capital Management LLC53,662$1.10M0.2%-4.5%0.395%
9/21/2023Barclays PLC2,427$47K0.0%-59.0%0.018%
8/18/2023 Legato Capital Management LLC56,210$1.08M0.1%+116.6%0.413%
8/14/2023Frontier Capital Management Co. LLC85,286$1.63M0.0%-74.4%0.627%
8/11/2023 Panagora Asset Management Inc.32,889$630K0.0%+36.6%0.242%
8/11/2023Trexquant Investment LP31,896$611K0.0%-3.8%0.235%
8/11/2023Penserra Capital Management LLC5,187$99K0.0%+600.9%0.038%
8/10/2023Teton Advisors Inc.78,000$1.49M0.4%-6.0%0.574%
8/10/2023Gamco Investors INC. ET AL13,500$259K0.0%-52.6%0.099%
8/2/2023Handelsbanken Fonder AB663,676$12.72M0.1%-10.9%4.920%
7/27/2023 Victory Capital Management Inc.38,368$735K0.0%-6.5%0.284%
7/24/2023 Rice Hall James & Associates LLC425,455$8.15M0.5%+0.6%3.154%
5/15/2023Forager Capital Management LLC1,910,513$29.80M11.0%+3.4%14.163%
5/12/2023Teton Advisors Inc.83,000$1.30M0.3%-2.4%0.615%
5/12/2023 Rice Hall James & Associates LLC422,861$6.61M0.4%-2.3%3.135%
5/10/2023 Rock Point Advisors LLC368,148$5.75M2.0%+16.0%2.729%
5/9/2023Tower Research Capital LLC TRC17,726$277K0.0%+53.3%0.131%
5/9/2023Wedbush Securities Inc.11,850$185K0.0%-5.6%0.088%
5/5/2023 Summit Creek Advisors LLC381,001$5.95M0.8%+0.7%2.824%
5/4/2023 Essex Investment Management Co. LLC81,269$1.27M0.2%+16.6%0.602%
5/1/2023CM Wealth Advisors LLC11,372$160K0.0%N/A0.084%
2/15/2023Forager Capital Management LLC1,847,218$33.07M14.1%+18.7%13.894%
2/13/2023Teton Advisors Inc.85,000$1.52M0.4%-9.6%0.639%
2/13/2023Gamco Investors INC. ET AL28,000$500K0.0%-3.2%0.211%
2/10/2023 Summit Creek Advisors LLC378,296$6.75M0.9%+0.4%2.844%
2/10/2023Bard Associates Inc.145,200$2.59M1.1%-0.5%1.092%
2/9/2023 Mirae Asset Global Investments Co. Ltd.351,530$6.28M0.0%-3.1%2.644%
2/9/2023 Rock Point Advisors LLC317,296$5.66M2.0%-2.5%2.387%
2/7/2023Handelsbanken Fonder AB745,077$13.30M0.1%-24.4%5.602%
2/3/2023 Essex Investment Management Co. LLC69,674$1.24M0.2%+51.4%0.524%
2/1/2023 Legato Capital Management LLC25,953$463K0.1%N/A0.195%
1/27/2023 Rice Hall James & Associates LLC432,724$7.72M0.4%-4.5%3.255%
1/26/2023 Wilsey Asset Management Inc.15,000$268K0.1%-45.4%0.113%
11/15/2022 Essex Investment Management Co. LLC46,030$682K0.1%+2.9%0.346%
11/15/2022Frontier Capital Management Co. LLC483,626$7.16M0.1%-9.9%3.636%
11/15/2022Forager Capital Management LLC1,556,470$23.05M14.4%+0.2%11.703%
11/14/2022Teton Advisors Inc.94,000$1.39M0.3%-16.1%0.707%
11/14/2022Gabelli Funds LLC23,400$347K0.0%+12.0%0.176%
11/14/2022Eaton Vance Management43,934$651K0.0%+18.6%0.330%
11/10/2022 Rock Point Advisors LLC325,597$4.82M1.8%+57.7%2.449%
11/10/2022Gabelli Funds LLC23,400$347K0.0%+12.0%0.176%
11/10/2022Teton Advisors Inc.94,000$1.39M0.3%-16.1%0.707%
11/8/2022 Mutual of America Capital Management LLC83,775$1.24M0.0%-8.3%0.631%
11/2/2022 Victory Capital Management Inc.102,134$1.51M0.0%+0.9%0.769%
11/1/2022 Rice Hall James & Associates LLC453,117$6.71M0.4%-13.1%3.412%
Guard Against the Coming Financial Upheaval (Ad)

America’s Most Shocking Financial Story… Behind closed doors in D.C., there is a dark political and economic plot underway. That’s why if you have any savings in the bank or own any assets you want to protect, you must watch this new documentary before it’s too late.

You can stream it for free right here.
11/1/2022Great West Life Assurance Co. Can3,630$54K0.0%N/A0.027%
11/1/2022 Summit Creek Advisors LLC376,921$5.58M0.8%-2.2%2.838%
10/24/2022 Conestoga Capital Advisors LLC53,073$786K0.0%+23.2%0.400%
10/21/2022 Whittier Trust Co.58,209$862K0.0%+4.8%0.438%
10/14/2022 Wilsey Asset Management Inc.27,484$407K0.1%N/A0.207%
9/2/2022Amundi111,855$2.88M0.0%-87.1%0.842%
8/13/2022Teton Advisors Inc.112,000$3.09M0.7%+2.6%0.843%
8/12/2022 Essex Investment Management Co. LLC44,742$1.23M0.2%+3.5%0.337%
8/11/2022Bard Associates Inc.146,200$4.03M1.7%+0.4%1.101%
8/11/2022Healthcare of Ontario Pension Plan Trust Fund12,413$342K0.0%+27.2%0.093%
(Data available from 1/1/2016 forward)

WLDN Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of WLDN shares?

During the previous two years, 49 institutional investors and hedge funds held shares of Willdan Group. The most heavily invested institutionals were Forager Capital Management LLC ($29.80M), Vanguard Group Inc. ($18.67M), Summit Creek Advisors LLC ($10.86M), Rice Hall James & Associates LLC ($10.67M), Handelsbanken Fonder AB ($9.76M), Rock Point Advisors LLC ($7.08M), and Mirae Asset Global Investments Co. Ltd. ($6.28M).Learn more on WLDN's institutional investors.

What percentage of Willdan Group stock is owned by institutional investors?

72.29% of Willdan Group stock is owned by institutional investors. Learn more on WLDN's institutional investor holdings.

Which institutional investors have been buying Willdan Group stock?

Of the 36 institutional investors that purchased Willdan Group stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Forager Capital Management LLC ($357.05K), Mirae Asset Global Investments Co. Ltd. ($218.27K), Rock Point Advisors LLC ($174.48K), Frontier Capital Management Co. LLC ($155.40K), EAM Investors LLC ($57.90K), Legato Capital Management LLC ($56.21K), and Essex Investment Management Co. LLC ($40.13K).

How much institutional buying is happening at Willdan Group?

Institutional investors have bought a total of 1,321,087 shares in the last 24 months. This purchase volume represents approximately $28.20M in transactions.

Which Willdan Group major shareholders have been selling company stock?

Of the 29 institutional investors that sold Willdan Group stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Amundi ($757.22K), Handelsbanken Fonder AB ($517.40K), Frontier Capital Management Co. LLC ($300.53K), Rice Hall James & Associates LLC ($129.60K), Hillsdale Investment Management Inc. ($76.10K), Teton Advisors Inc. ($73K), and Rock Point Advisors LLC ($48.46K).

How much institutional selling is happening at Willdan Group?

Institutional investors have sold a total of 2,053,187 shares in the last 24 months. This volume of shares sold represents approximately $45.68M in transactions.


This page (NASDAQ:WLDN) was last updated on 5/14/2024 by MarketBeat.com Staff

From Our Partners