Purchases and Sales Made in Q2 2023 in Western Midstream Partners, LP (WES)
This table provides information about the institutional ownership of Western Midstream Partners, LP (WES) during Q2 2023. The information is specifically focused on institutions that hold shares of Western Midstream Partners, LP.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jul 21, 2023
Q2 2023
|
Sl Advisors, LLC
|
BUY
|
- |
527+ 4.36% |
$13.3K - $14.4K
|
12.6K
$492K
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
508+ 1.98% |
$12.8K - $13.9K
|
26.2K
$1.02M
|
|
Aug 01, 2023
Q2 2023
|
Barnett & Company, Inc.
|
BUY
|
- |
400+ 2.8% |
$10.1K - $10.9K
|
14.7K
$574K
|
|
Aug 14, 2023
Q2 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
390+ 3.33% |
$9.82K - $10.6K
|
12.1K
$473K
|
|
Aug 15, 2023
Q2 2023
|
Retirement Group, LLC
|
BUY
|
- |
380+ 52.41% |
$9.57K - $10.4K
|
1.11K
$43.2K
|
|
Aug 11, 2023
Q2 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
376+ 1.34% |
$9.47K - $10.3K
|
28.4K
$1.11M
|
|
Aug 02, 2023
Q2 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
315+ 2.19% |
$7.93K - $8.59K
|
14.7K
$573K
|
|
Aug 07, 2023
Q2 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
299+ 1.17% |
$7.53K - $8.15K
|
26K
$1.01M
|
|
Aug 10, 2023
Q2 2023
|
Pro Share Advisors LLC
|
BUY
|
- |
295+ 1.63% |
$7.43K - $8.04K
|
18.4K
$719K
|
|
Aug 11, 2023
Q2 2023
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
239+ 3.07% |
$6.02K - $6.52K
|
8.03K
$314K
|
|
Aug 14, 2023
Q2 2023
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
180+ 2.21% |
$4.53K - $4.91K
|
8.33K
$326K
|
|
Aug 03, 2023
Q2 2023
|
Icon Wealth Partners, LLC
|
BUY
|
- |
126+ 1.24% |
$3.17K - $3.44K
|
10.3K
$401K
|
|
Aug 14, 2023
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
85+ 0.39% |
$2.14K - $2.32K
|
22.1K
$864K
|
|
Jul 19, 2023
Q2 2023
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
54+ 3.26% |
$1.36K - $1.47K
|
1.71K
$66.8K
|
|
Jul 25, 2023
Q2 2023
|
Albert D Mason Inc
|
BUY
|
- |
42+ 0.09% |
$1.06K - $1.15K
|
49.1K
$1.92M
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
27+ 3.35% |
$680 - $736
|
833
$32.5K
|
|
Jul 17, 2023
Q2 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
20+ 3.39% |
$504 - $545
|
610
$23.8K
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
16New |
$403 - $436
|
16
$625
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
9+ 1.13% |
$227 - $245
|
804
$31.4K
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-17- 0.04% |
$428 - $464
|
37.8K
$1.48M
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
SELL
|
- |
-22- 1.45% |
$554 - $600
|
1.5K
$58.6K
|
|
Aug 15, 2023
Q2 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-37- 0.97% |
$932 - $1.01K
|
3.77K
$147K
|
|
Aug 04, 2023
Q2 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-186- 0.23% |
$4.68K - $5.07K
|
80.7K
$3.15M
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-267- 2.07% |
$6.72K - $7.28K
|
12.6K
$493K
|
|
Aug 02, 2023
Q2 2023
|
Mai Capital Management
|
SELL
|
- |
-273- 2.84% |
$6.87K - $7.44K
|
9.33K
$365K
|
|
Aug 08, 2023
Q2 2023
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-450- 1.06% |
$11.3K - $12.3K
|
42K
$1.64M
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-610- 6.12% |
$15.4K - $16.6K
|
9.35K
$365K
|
|
Aug 14, 2023
Q2 2023
|
London & Capital Asset Management LTD
London, X0 |
SELL
|
- |
-626- 2.27% |
$15.8K - $17.1K
|
27K
$1.05M
|
|
Aug 04, 2023
Q2 2023
|
Terril Brothers, Inc.
|
SELL
|
- |
-850- 0.31% |
$21.4K - $23.2K
|
277K
$10.8M
|
|
Aug 14, 2023
Q2 2023
|
Parkwood LLC
Cleveland, OH |
SELL
|
- |
-977- 2.58% |
$24.6K - $26.6K
|
36.9K
$1.44M
|
|
Aug 08, 2023
Q2 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-1K- 10.0% |
$25.2K - $27.3K
|
9K
$352K
|
|
Aug 11, 2023
Q2 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1.39K- 11.15% |
$35.1K - $38K
|
11.1K
$434K
|
|
Aug 11, 2023
Q2 2023
|
Elco Management Co., LLC
New York, NY |
SELL
|
- |
-1.53K- 1.87% |
$38.4K - $41.6K
|
80.2K
$3.13M
|
|
Aug 01, 2023
Q2 2023
|
Keybank National Association
|
SELL
|
- |
-1.85K- 4.86% |
$46.6K - $50.5K
|
36.2K
$1.42M
|
|
Aug 03, 2023
Q2 2023
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-1.95K- 98.34% |
$49.1K - $53.2K
|
33
$1.29K
|
|
Aug 14, 2023
Q2 2023
|
Basso Capital Management, L.P.
Stamford, CT |
SELL
|
- |
-2.05K- 4.75% |
$51.6K - $55.9K
|
41.2K
$1.61M
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.15K- 11.13% |
$54K - $58.5K
|
17.1K
$669K
|
|
Aug 11, 2023
Q2 2023
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-2.22K- 19.42% |
$56K - $60.6K
|
9.23K
$361K
|
|
Aug 14, 2023
Q2 2023
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-2.39K- 52.8% |
$60.2K - $65.2K
|
2.14K
$83.5K
|
|
Aug 14, 2023
Q2 2023
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-2.65K- 3.32% |
$66.8K - $72.3K
|
77.3K
$3.02M
|
|
Aug 07, 2023
Q2 2023
|
Ieq Capital, LLC
|
SELL
|
- |
-2.99K- 9.21% |
$75.3K - $81.5K
|
29.5K
$1.15M
|
|
Aug 08, 2023
Q2 2023
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-4K- 2.47% |
$101K - $109K
|
158K
$6.18M
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-4.13K- 5.26% |
$104K - $113K
|
74.4K
$2.91M
|
|
Aug 03, 2023
Q2 2023
|
Duff & Phelps Investment Management CO
Chicago, IL |
SELL
|
- |
-4.25K- 0.68% |
$107K - $116K
|
622K
$24.3M
|
|
Jul 28, 2023
Q2 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-5.02K- 9.09% |
$126K - $137K
|
50.2K
$1.96M
|
|
Aug 07, 2023
Q2 2023
|
Donoghue Forlines LLC
|
SELL
|
- |
-5.55K- 24.57% |
$140K - $151K
|
17.1K
$666K
|
|
Aug 14, 2023
Q2 2023
|
Brookfield Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-5.65K- 0.23% |
$142K - $154K
|
2.5M
$97.8M
|
|
Sep 25, 2023
Q2 2023
|
Brookfield Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-5.65K- 0.23% |
$142K - $154K
|
2.5M
$97.8M
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-7.15K- 24.45% |
$180K - $195K
|
22.1K
$864K
|
|
Jul 31, 2023
Q2 2023
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-7.31K- 7.57% |
$184K - $199K
|
89.3K
$3.49M
|