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 |
|---|---|---|---|---|---|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
6,768
shares
|
$259,282
0.0% of portfolio
|
Q2 2025
Reduced 0.99%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
6,718
shares
|
$257,366
0.0% of portfolio
|
Q2 2025
Reduced 0.87%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
6,645
shares
|
$254,569
0.0% of portfolio
|
Q2 2025
Reduced 38.64%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
6,618
shares
|
$253,535
0.0% of portfolio
|
Q2 2025
Reduced 86.49%
|
|
|
Curated Wealth Partners LLC
|
Jul 28, 2025 Q2 2025 |
6,400
shares
|
$245,184
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
6,373
shares
|
$244,149
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Hickory Point Bank & Trust
Decatur, IL |
Jul 08, 2025 Q2 2025 |
6,350
shares
|
$243,268
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Arista Wealth Management, LLC
Las Vegas, NV |
Jul 29, 2025 Q2 2025 |
6,300
shares
|
$241,353
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Aug 07, 2025 Q2 2025 |
6,300
shares
|
$241,353
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Hollow Brook Wealth Management LLC
|
Aug 13, 2025 Q2 2025 |
6,176
shares
|
$236,602
0.07% of portfolio
|
Q2 2025
Added 8.81%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
6,150
shares
|
$235,606
0.0% of portfolio
|
Q2 2025
Added 1.13%
|
|
|
Highlander Partners, L.P.
|
Aug 05, 2025 Q2 2025 |
6,100
shares
|
$233,691
0.1% of portfolio
|
Q1 2024
New holding
|
|
|
Avondale Wealth Management
|
Jul 17, 2025 Q2 2025 |
6,000
shares
|
$229,860
0.14% of portfolio
|
Q2 2025
Added 200.0%
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
Aug 11, 2025 Q2 2025 |
5,993
shares
|
$229,591
0.0% of portfolio
|
Q3 2024
Added 12.27%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
5,961
shares
|
$228,365
0.0% of portfolio
|
Q2 2025
Added 9.88%
|
|
|
Citizens Financial Group Inc
|
Aug 08, 2025 Q2 2025 |
5,913
shares
|
$226,527
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Aug 12, 2025 Q2 2025 |
5,900
shares
|
$226,029
0.01% of portfolio
|
Q2 2025
Added 7.27%
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
5,900
shares
|
$226,029
0.0% of portfolio
|
Q2 2025
Reduced 4.58%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
5,853
shares
|
$224,228
0.0% of portfolio
|
Q2 2025
Added 13.21%
|
|
|
State Of Wyoming
Cheyenne, WY |
Aug 19, 2025 Q2 2025 |
5,840
shares
|
$223,730
0.03% of portfolio
|
Q2 2025
Added 95.45%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Aug 11, 2025 Q2 2025 |
5,816
shares
|
$222,810
0.0% of portfolio
|
Q2 2025
Reduced 14.67%
|
|
|
Bearing Point Capital, LLC
Bloomington, MN |
Aug 07, 2025 Q2 2025 |
5,800
shares
|
$222,198
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Sky Oak Wealth, LLC
|
Jul 30, 2025 Q2 2025 |
5,773
shares
|
$221,163
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
First Trust Capital Management L.P.
Chicago, IL |
Aug 14, 2025 Q2 2025 |
5,707
shares
|
$218,635
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Barnett & Company, Inc.
|
Aug 14, 2025 Q2 2025 |
5,700
shares
|
$218,367
0.18% of portfolio
|
Q1 2024
Reduced 61.22%
|