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 304 institutions that hold shares in the stock, with a total of 156 Million shares, which have been reported (via 13F filing form) to have a value of $6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mcf Advisors LLC
Covington, KY |
Jan 17, 2025 Q4 2024 |
1,300
shares
|
$49,855
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Hall Laurie J Trustee
|
Jan 16, 2025 Q4 2024 |
1,253
shares
|
$48,052
0.02% of portfolio
|
Q1 2024
Reduced 28.52%
|
|
|
South State Corp
|
Feb 10, 2025 Q4 2024 |
1,251
shares
|
$47,975
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
1,180
shares
|
$45,253
0.0% of portfolio
|
Q4 2024
Added 555.56%
|
|
|
Hm Payson & CO
Portland, ME |
Feb 07, 2025 Q4 2024 |
1,121
shares
|
$42,990
0.0% of portfolio
|
Q2 2019
New holding
|
|
|
American National Bank
|
Jan 14, 2025 Q4 2024 |
1,084
shares
|
$41,571
0.0% of portfolio
|
Q2 2024
Reduced 8.91%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
1,033
shares
|
$39,615
0.0% of portfolio
|
Q1 2023
Added 893.27%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
1,023
shares
|
$39,232
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Feb 14, 2025 Q4 2024 |
1,017
shares
|
$39,001
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Eagle Bay Advisors LLC
New York, NY |
Jan 13, 2025 Q4 2024 |
972
shares
|
$37,276
0.02% of portfolio
|
Q4 2024
Reduced 7.78%
|
|
|
Westside Investment Management, Inc.
|
Jan 17, 2025 Q4 2024 |
900
shares
|
$34,515
0.01% of portfolio
|
Q2 2019
New holding
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
849
shares
|
$32,559
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Fifth Third Bancorp
|
Jan 21, 2025 Q4 2024 |
709
shares
|
$27,190
0.0% of portfolio
|
Q2 2022
Reduced 55.85%
|
|
|
Gps Wealth Strategies Group, LLC
|
Jan 24, 2025 Q4 2024 |
695
shares
|
$26,653
0.0% of portfolio
|
Q4 2024
Added 2.36%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
628
shares
|
$24,083
0.0% of portfolio
|
Q4 2024
Added 1001.75%
|
|
|
Avion Wealth
The Woodlands, TX |
Jan 29, 2025 Q4 2024 |
600
shares
|
$23,010
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Feb 07, 2025 Q4 2024 |
585
shares
|
$22,434
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jan 17, 2025 Q4 2024 |
435
shares
|
$16,682
0.01% of portfolio
|
Q4 2024
Added 16.0%
|
|
|
Heritage Wealth Advisors
|
Feb 11, 2025 Q4 2024 |
375
shares
|
$14,381
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
353
shares
|
$13,537
0.0% of portfolio
|
Q3 2024
Added 130.72%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Nov 04, 2024 Q3 2024 |
328
shares
|
$12,578
0.0% of portfolio
|
Q3 2024
Added 2.5%
|
|
|
Princeton Global Asset Management LLC
|
Jan 24, 2025 Q4 2024 |
300
shares
|
$11,505
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
200
shares
|
$7,670
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Feb 24, 2025 Q4 2024 |
200
shares
|
$7,670
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
Feb 11, 2025 Q4 2024 |
194
shares
|
$7,439
0.01% of portfolio
|
Q4 2024
New holding
|