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 147 Million shares, which have been reported (via 13F filing form) to have a value of $5.62 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
New Square Capital LLC
|
Aug 05, 2025 Q2 2025 |
715
shares
|
$27,391
0.0% of portfolio
|
Q2 2025
Reduced 4.67%
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
709
shares
|
$27,161
0.0% of portfolio
|
Q2 2022
Reduced 55.85%
|
|
|
Princeton Global Asset Management LLC
|
Jul 29, 2025 Q2 2025 |
700
shares
|
$26,817
0.01% of portfolio
|
Q1 2025
Added 133.33%
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
631
shares
|
$24,173
0.0% of portfolio
|
Q2 2025
Added 32.01%
|
|
|
Avion Wealth
The Woodlands, TX |
Jul 30, 2025 Q2 2025 |
600
shares
|
$22,986
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Aug 13, 2025 Q2 2025 |
585
shares
|
$22,411
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
529
shares
|
$20,265
0.0% of portfolio
|
Q2 2025
Added 2.32%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jul 14, 2025 Q2 2025 |
500
shares
|
$19,155
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
488
shares
|
$18,695
0.0% of portfolio
|
Q2 2025
Reduced 38.07%
|
|
|
Heritage Wealth Advisors
|
Aug 11, 2025 Q2 2025 |
375
shares
|
$14,366
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
347
shares
|
$13,293
0.0% of portfolio
|
Q2 2025
Reduced 27.86%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Jul 10, 2025 Q2 2025 |
343
shares
|
$13,140
0.0% of portfolio
|
Q2 2025
Added 2.39%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
295
shares
|
$11,301
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Aug 13, 2025 Q2 2025 |
226
shares
|
$8,658
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
210
shares
|
$8,045
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Asset Dedication, LLC
|
Aug 19, 2025 Q2 2025 |
200
shares
|
$7,662
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
180
shares
|
$6,895
0.0% of portfolio
|
Q1 2025
Reduced 84.75%
|
|
|
Vision Financial Markets LLC
Stamford, CT |
Aug 01, 2025 Q2 2025 |
150
shares
|
$5,746
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Russell Investments Group, Ltd.
|
Aug 13, 2025 Q2 2025 |
150
shares
|
$5,746
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
130
shares
|
$4,980
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
119
shares
|
$4,558
0.0% of portfolio
|
Q2 2025
Added 142.86%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Aug 14, 2025 Q2 2025 |
110
shares
|
$4,214
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
West Financial Advisors, LLC
|
Jul 21, 2025 Q2 2025 |
110
shares
|
$4,214
0.0% of portfolio
|
Q2 2025
Added 2.8%
|
|
|
Perritt Capital Management Inc
Chicago, IL |
Aug 14, 2025 Q2 2025 |
109
shares
|
$4,175
0.0% of portfolio
|
Q2 2025
Reduced 97.43%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Aug 14, 2025 Q2 2025 |
100
shares
|
$3,831
0.0% of portfolio
|
Q1 2024
New holding
|