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 295 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 $6.13 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kovitz Investment Group Partners, LLC
|
Nov 14, 2024 Q3 2024 |
69,366
shares
|
$2.72 Million
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
65,487
shares
|
$2.57 Million
0.0% of portfolio
|
Q1 2024
Reduced 6.15%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
64,266
shares
|
$2.52 Million
0.3% of portfolio
|
Q2 2024
Added 2.87%
|
|
|
Dividend Assets Capital, LLC
|
Nov 14, 2024 Q3 2024 |
60,300
shares
|
$2.36 Million
0.44% of portfolio
|
Q3 2024
Reduced 0.21%
|
|
|
Granite Shares Advisors LLC
|
Oct 28, 2024 Q3 2024 |
60,066
shares
|
$2.36 Million
1.58% of portfolio
|
Q3 2024
Reduced 11.75%
|
|
|
Oppenheimer Asset Management Inc.
New York, NY |
Nov 05, 2024 Q3 2024 |
56,961
shares
|
$2.23 Million
0.03% of portfolio
|
Q3 2024
Added 88.39%
|
|
|
Elco Management Co., LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
56,408
shares
|
$2.21 Million
1.19% of portfolio
|
Q3 2024
Reduced 0.02%
|
|
|
Pekin Hardy Strauss, Inc.
|
Nov 12, 2024 Q3 2024 |
55,815
shares
|
$2.19 Million
0.28% of portfolio
|
Q3 2024
Added 22.36%
|
|
|
Gsa Capital Partners LLP
London, X0 |
Nov 05, 2024 Q3 2024 |
54,860
shares
|
$2.15 Million
0.16% of portfolio
|
Q3 2024
Reduced 43.03%
|
|
|
Chilton Capital Management LLC
Houston, TX |
Nov 12, 2024 Q3 2024 |
53,418
shares
|
$2.1 Million
0.09% of portfolio
|
Q3 2024
Reduced 2.29%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
52,356
shares
|
$2.05 Million
0.01% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Albert D Mason Inc
|
Oct 22, 2024 Q3 2024 |
49,261
shares
|
$1.93 Million
1.46% of portfolio
|
Q3 2024
Added 1.03%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
48,455
shares
|
$1.9 Million
0.07% of portfolio
|
Q1 2024
New holding
|
|
|
D.A. Davidson & Co.
|
Nov 13, 2024 Q3 2024 |
44,704
shares
|
$1.75 Million
0.01% of portfolio
|
Q3 2024
Added 30.01%
|
|
|
Basso Capital Management, L.P.
Stamford, CT |
Nov 12, 2024 Q3 2024 |
41,150
shares
|
$1.61 Million
1.48% of portfolio
|
Q2 2023
Reduced 4.75%
|
|
|
Stephens Inc
|
Oct 28, 2024 Q3 2024 |
40,916
shares
|
$1.6 Million
0.02% of portfolio
|
Q2 2024
Added 0.0%
|
|
|
Pacer Advisors, Inc.
Malvern, PA |
Nov 12, 2024 Q3 2024 |
40,638
shares
|
$1.59 Million
0.0% of portfolio
|
Q3 2024
Added 3.41%
|
|
|
Morningstar Investment Management LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
40,108
shares
|
$1.57 Million
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Parkside Financial Bank & Trust
|
Nov 07, 2024 Q3 2024 |
39,383
shares
|
$1.54 Million
0.21% of portfolio
|
Q3 2024
Added 44.0%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
38,828
shares
|
$1.52 Million
0.0% of portfolio
|
Q3 2024
Reduced 3.55%
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
36,275
shares
|
$1.42 Million
0.01% of portfolio
|
Q3 2024
Reduced 3.31%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
36,270
shares
|
$1.42 Million
0.0% of portfolio
|
Q3 2023
Reduced 27.73%
|
|
|
Keybank National Association
|
Oct 31, 2024 Q3 2024 |
36,243
shares
|
$1.42 Million
0.01% of portfolio
|
Q2 2023
Reduced 4.86%
|
|
|
Cfm Wealth Partners LLC
|
Oct 23, 2024 Q3 2024 |
35,040
shares
|
$1.37 Million
0.24% of portfolio
|
Q3 2024
Added 72.1%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 07, 2024 Q3 2024 |
34,532
shares
|
$1.35 Million
0.01% of portfolio
|
Q3 2024
Added 3.19%
|