Institutional Ownership Western Midstream Partners, LP (WES)
This table provides information about the institutional ownership of Western Midstream Partners, LP (WES). We have compiled data on the 319 institutions that hold shares in the stock, with a total of 152 Million shares, which have been reported (via 13F filing form) to have a value of $5.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
1,800
shares
|
$71,190
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
1,759
shares
|
$69,568
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
1,623
shares
|
$64,189
0.0% of portfolio
|
Q1 2025
Reduced 16.12%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
1,591
shares
|
$62,924
0.02% of portfolio
|
Q1 2024
Added 40.18%
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
1,576
shares
|
$62,330
0.02% of portfolio
|
Q1 2024
Added 310.42%
|
|
|
Farmers & Merchants Investments Inc
|
Apr 16, 2025 Q1 2025 |
1,566
shares
|
$61,935
0.0% of portfolio
|
Q1 2025
Reduced 38.97%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
1,525
shares
|
$60,313
0.01% of portfolio
|
Q4 2020
New holding
|
|
|
Empowered Funds, LLC
|
Jan 28, 2025 Q4 2024 |
1,374
shares
|
$54,341
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Apr 15, 2025 Q1 2025 |
1,367
shares
|
$54,064
0.02% of portfolio
|
Q1 2025
Added 2.17%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
1,337
shares
|
$52,878
0.01% of portfolio
|
Q2 2022
Added 2.69%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
1,331
shares
|
$52,641
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mcf Advisors LLC
Covington, KY |
May 06, 2025 Q1 2025 |
1,300
shares
|
$51,414
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
South State Corp
|
May 12, 2025 Q1 2025 |
1,251
shares
|
$49,477
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Mather Group, Llc.
Chicago, IL |
Apr 25, 2025 Q1 2025 |
1,249
shares
|
$49,397
0.0% of portfolio
|
Q1 2025
Reduced 41.14%
|
|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
1,121
shares
|
$44,335
0.0% of portfolio
|
Q2 2019
New holding
|
|
|
American National Bank
|
Apr 09, 2025 Q1 2025 |
1,084
shares
|
$42,872
0.01% of portfolio
|
Q2 2024
Reduced 8.91%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
1,033
shares
|
$40,855
0.0% of portfolio
|
Q1 2023
Added 893.27%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
1,023
shares
|
$40,459
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
1,017
shares
|
$40,222
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Apr 23, 2025 Q1 2025 |
1,000
shares
|
$39,550
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Westside Investment Management, Inc.
|
Apr 25, 2025 Q1 2025 |
900
shares
|
$35,595
0.01% of portfolio
|
Q2 2019
New holding
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
849
shares
|
$33,577
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Geneos Wealth Management Inc.
|
May 07, 2025 Q1 2025 |
784
shares
|
$31,007
0.0% of portfolio
|
Q1 2025
Added 122.1%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
May 12, 2025 Q1 2025 |
763
shares
|
$30,176
0.04% of portfolio
|
Q1 2025
Added 1856.41%
|
|
|
New Square Capital LLC
|
Apr 14, 2025 Q1 2025 |
750
shares
|
$29,662
0.0% of portfolio
|
Q1 2025
New holding
|