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 156 Million shares, which have been reported (via 13F filing form) to have a value of $6.12 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sequoia Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
6,400
shares
|
$251,328
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Curated Wealth Partners LLC
|
Apr 15, 2025 Q1 2025 |
6,400
shares
|
$251,328
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
6,373
shares
|
$250,267
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
May 12, 2025 Q1 2025 |
6,370
shares
|
$250,149
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Hickory Point Bank & Trust
Decatur, IL |
Jul 08, 2025 Q2 2025 |
6,350
shares
|
$249,364
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Apr 30, 2025 Q1 2025 |
6,300
shares
|
$247,401
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Apr 29, 2025 Q1 2025 |
6,195
shares
|
$243,277
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
6,183
shares
|
$242,806
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
6,160
shares
|
$241,903
0.01% of portfolio
|
Q1 2025
Added 1.65%
|
|
|
Highlander Partners, L.P.
|
May 05, 2025 Q1 2025 |
6,100
shares
|
$239,547
0.15% of portfolio
|
Q1 2024
New holding
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
6,081
shares
|
$238,800
0.01% of portfolio
|
Q1 2025
Added 0.33%
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
May 13, 2025 Q1 2025 |
5,993
shares
|
$235,345
0.0% of portfolio
|
Q3 2024
Added 12.27%
|
|
|
Alpha Cubed Investments, LLC
|
Apr 29, 2025 Q1 2025 |
5,956
shares
|
$233,892
0.01% of portfolio
|
Q1 2025
Added 1.62%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
5,926
shares
|
$232,714
0.0% of portfolio
|
Q1 2025
Added 9.28%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
5,879
shares
|
$230,868
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bearing Point Capital, LLC
Bloomington, MN |
May 07, 2025 Q1 2025 |
5,800
shares
|
$227,766
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Sky Oak Wealth, LLC
|
May 01, 2025 Q1 2025 |
5,773
shares
|
$226,705
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Barnett & Company, Inc.
|
May 12, 2025 Q1 2025 |
5,700
shares
|
$223,839
0.21% of portfolio
|
Q1 2024
Reduced 61.22%
|
|
|
Hollow Brook Wealth Management LLC
|
May 14, 2025 Q1 2025 |
5,676
shares
|
$222,896
0.07% of portfolio
|
Q1 2024
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
5,600
shares
|
$219,912
0.0% of portfolio
|
Q1 2025
Reduced 6.67%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
May 14, 2025 Q1 2025 |
5,543
shares
|
$217,673
0.03% of portfolio
|
Q1 2025
Added 1.08%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
May 06, 2025 Q1 2025 |
5,500
shares
|
$215,985
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
Apr 29, 2025 Q1 2025 |
5,500
shares
|
$215,985
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Mattern Capital Management, LLC
Lakewood, CO |
Apr 23, 2025 Q1 2025 |
5,475
shares
|
$215,003
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
5,425
shares
|
$213,039
0.0% of portfolio
|
Q1 2025
Reduced 34.99%
|