Latest Institutional Transactions on Western Midstream Partners, LP (WES)
This table provides information on the latest institutional transactions involving Western Midstream Partners, LP (WES) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2023
Q3 2023
|
Lonestar Capital Management LLC
Menlo Park, CA |
SELL
|
- |
-80K- 53.33% |
$2.07M - $2.28M
|
70K
$2.71M
|
|
|
Nov 14, 2023
Q3 2023
|
Energy Income Partners, LLC
Westport, CT |
BUY
|
- |
15.3K+ 2.87% |
$395K - $435K
|
547K
$21.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
12.7K+ 16.71% |
$329K - $362K
|
88.8K
$3.44M
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-582- 69.87% |
$15.1K - $16.6K
|
251
$9.72K
|
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
BUY
|
- |
345+ 3.36% |
$8.92K - $9.82K
|
10.6K
$411K
|
|
|
Nov 14, 2023
Q3 2023
|
Fayez Sarofim & CO
Houston, TX |
BUY
|
- |
14.7KNew |
$380K - $419K
|
14.7K
$570K
|
|
|
Nov 13, 2023
Q3 2023
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-10- 30.3% |
$259 - $285
|
23
$891
|
|
|
Nov 13, 2023
Q3 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1.75KNew |
$45.3K - $49.8K
|
1.75K
$67.8K
|
|
|
Nov 09, 2023
Q3 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
CALL |
9.55MNew |
$247M - $272M
|
9.55M
$370M
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-13.9K- 27.73% |
$360K - $396K
|
36.3K
$1.41M
|
|
|
Nov 07, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
267New |
$6.9K - $7.6K
|
267
$10.3K
|
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
BUY
|
- |
100New |
$2.59K - $2.85K
|
100
$3.87K
|
|
|
Oct 13, 2023
Q3 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
50KNew |
$1.29M - $1.42M
|
50K
$1.94M
|
|
|
Oct 13, 2023
Q3 2023
|
Sg Americas Securities, LLC
|
BUY
|
- |
2.27K+ 13.19% |
$58.6K - $64.5K
|
19.4K
$753K
|
|
| Q2 2023 | |||||||
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-7.15K- 24.45% |
$180K - $195K
|
22.1K
$856K
|
|
|
Aug 25, 2023
Q2 2023
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
108KNew |
$2.72M - $2.95M
|
108K
$4.18M
|
|
|
Aug 15, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
53.1KNew |
$1.34M - $1.45M
|
53.1K
$2.06M
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
4.14KNew |
$104K - $113K
|
4.14K
$161K
|
|
|
Aug 14, 2023
Q2 2023
|
London & Capital Asset Management LTD
London, X0 |
SELL
|
- |
-626- 2.27% |
$15.8K - $17.1K
|
27K
$1.05M
|
|
|
Aug 14, 2023
Q2 2023
|
Basso Capital Management, L.P.
Stamford, CT |
SELL
|
- |
-2.05K- 4.75% |
$51.6K - $55.9K
|
41.2K
$1.59M
|
|
|
Aug 14, 2023
Q2 2023
|
Alden Global Capital LLC
West Palm Beach, FL |
BUY
|
- |
39.2KNew |
$988K - $1.07M
|
39.2K
$1.52M
|
|
|
Aug 14, 2023
Q2 2023
|
Highland Capital Management Fund Advisors, L.P.
Dallas, TX |
SELL
|
- |
-139K- 50.0% |
$3.5M - $3.79M
|
139K
$5.39M
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
SELL
|
- |
-94.6K- 80.23% |
$2.38M - $2.58M
|
23.3K
$903K
|
|
|
Aug 01, 2023
Q2 2023
|
Keybank National Association
|
SELL
|
- |
-1.85K- 4.86% |
$46.6K - $50.5K
|
36.2K
$1.4M
|
|
|
Aug 01, 2023
Q2 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
11.2KNew |
$282K - $305K
|
11.2K
$434K
|
|
|
Jul 20, 2023
Q2 2023
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-16.7K- 50.0% |
$421K - $456K
|
16.7K
$647K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
10KNew |
$245K - $286K
|
10K
$387K
|
|
|
May 15, 2023
Q1 2023
|
Avalon Investment & Advisory
Houston, TX |
BUY
|
- |
7.14K+ 57.03% |
$175K - $204K
|
19.7K
$762K
|
|
|
May 15, 2023
Q1 2023
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
18.5KNew |
$453K - $528K
|
18.5K
$715K
|
|
|
May 15, 2023
Q1 2023
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
CALL |
65KNew |
$1.59M - $1.86M
|
65K
$2.52M
|
|
|
May 12, 2023
Q1 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-36.5K- 18.9% |
$895K - $1.04M
|
157K
$6.07M
|
|
|
May 11, 2023
Q1 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-5.23K- 31.18% |
$128K - $150K
|
11.6K
$447K
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
929+ 893.27% |
$22.8K - $26.5K
|
1.03K
$40K
|
|
|
May 04, 2023
Q1 2023
|
Edge Capital Group, LLC
|
SELL
|
- |
-7K- 74.35% |
$172K - $200K
|
2.42K
$93.6K
|
|
|
May 02, 2023
Q1 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
504New |
$12.4K - $14.4K
|
504
$19.5K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
4.13KNew |
$101K - $118K
|
4.13K
$160K
|
|
|
Apr 21, 2023
Q1 2023
|
Fortem Financial Group, LLC
|
BUY
|
- |
3.71K+ 25.81% |
$91.1K - $106K
|
18.1K
$701K
|
|
|
Apr 20, 2023
Q1 2023
|
High Tower Trust Services, Lta
|
BUY
|
- |
7.75K+ 97.65% |
$190K - $221K
|
15.7K
$607K
|
|
|
Apr 19, 2023
Q1 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
15.9KNew |
$389K - $453K
|
15.9K
$615K
|
|
|
Apr 17, 2023
Q1 2023
|
E&G Advisors, LP
|
BUY
|
- |
7.93KNew |
$194K - $227K
|
7.93K
$307K
|
|
| Q4 2022 | |||||||
|
Nov 14, 2023
Q4 2022
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
301KNew |
$7.52M - $8.64M
|
301K
$11.7M
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
36New |
$899 - $1.03K
|
36
$1.39K
|
|
|
Feb 14, 2023
Q4 2022
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
SELL
|
- |
-438K- 38.03% |
$10.9M - $12.6M
|
714K
$27.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
- |
5.51KNew |
$138K - $158K
|
5.51K
$213K
|
|
|
Feb 14, 2023
Q4 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
8.97KNew |
$224K - $257K
|
8.97K
$347K
|
|
|
Feb 13, 2023
Q4 2022
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
BUY
|
- |
44.6K+ 214.42% |
$1.11M - $1.28M
|
65.4K
$2.53M
|
|
|
Feb 13, 2023
Q4 2022
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
400New |
$9.99K - $11.5K
|
400
$15.5K
|
|
|
Feb 13, 2023
Q4 2022
|
Clear Street Markets LLC
|
BUY
|
- |
875+ 3500.0% |
$21.8K - $25.1K
|
900
$34.9K
|
|
|
Feb 13, 2023
Q4 2022
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-6.13K- 38.46% |
$153K - $176K
|
9.8K
$380K
|
|
|
Feb 13, 2023
Q4 2022
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
7.63KNew |
$190K - $219K
|
7.63K
$295K
|
|