Purchases and Sales Made in Q4 2023 in Western Midstream Partners, LP (WES)
This table provides information about the institutional ownership of Western Midstream Partners, LP (WES) during Q4 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 |
---|---|---|---|---|---|---|---|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
3.53K+ 518.38% |
$93.4K - $105K
|
4.21K
$178K
|
|
Jan 22, 2024
Q4 2023
|
Spirit Of America Management Corp
|
BUY
|
- |
3.25K+ 1.82% |
$86.1K - $97.2K
|
181K
$7.68M
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
3.17K+ 26.18% |
$84.1K - $95K
|
15.3K
$648K
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
2.73KNew |
$72.5K - $81.8K
|
2.73K
$116K
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
2.66K+ 11.6% |
$70.6K - $79.7K
|
25.6K
$1.09M
|
|
Jan 17, 2024
Q4 2023
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
2.52K+ 2.07% |
$66.8K - $75.4K
|
125K
$5.28M
|
|
Jan 23, 2024
Q4 2023
|
Umb Bank, N.A.
|
BUY
|
- |
2.51KNew |
$66.6K - $75.2K
|
2.51K
$106K
|
|
Jul 31, 2024
Q4 2023
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
2.17K+ 19.19% |
$57.5K - $65K
|
13.5K
$571K
|
|
Feb 14, 2024
Q4 2023
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
1.68K+ 17.55% |
$44.4K - $50.1K
|
11.2K
$475K
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
BUY
|
- |
1.47K+ 5.32% |
$38.9K - $43.9K
|
29.1K
$1.23M
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
1.46KNew |
$38.7K - $43.7K
|
1.46K
$61.8K
|
|
Feb 13, 2024
Q4 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
1.29K+ 5.13% |
$34.3K - $38.7K
|
26.5K
$1.12M
|
|
Feb 12, 2024
Q4 2023
|
American Financial Group Inc
|
BUY
|
- |
1K+ 4.17% |
$26.5K - $29.9K
|
25K
$1.06M
|
|
Feb 07, 2024
Q4 2023
|
Ieq Capital, LLC
|
BUY
|
- |
834+ 2.77% |
$22.1K - $25K
|
30.9K
$1.31M
|
|
Feb 14, 2024
Q4 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
611+ 3.66% |
$16.2K - $18.3K
|
17.3K
$733K
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
609+ 3.97% |
$16.1K - $18.2K
|
15.9K
$675K
|
|
Feb 14, 2024
Q4 2023
|
Pro Share Advisors LLC
|
BUY
|
- |
594+ 3.43% |
$15.7K - $17.8K
|
17.9K
$759K
|
|
Feb 13, 2024
Q4 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
465+ 0.03% |
$12.3K - $13.9K
|
1.64M
$69.4M
|
|
Jan 30, 2024
Q4 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
458+ 3.7% |
$12.1K - $13.7K
|
12.8K
$544K
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
431New |
$11.4K - $12.9K
|
431
$18.3K
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
417+ 1.25% |
$11.1K - $12.5K
|
33.7K
$1.43M
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
BUY
|
- |
384New |
$10.2K - $11.5K
|
384
$16.3K
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
348+ 8.81% |
$9.22K - $10.4K
|
4.3K
$182K
|
|
Feb 13, 2024
Q4 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
258+ 2.09% |
$6.84K - $7.72K
|
12.6K
$534K
|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
213+ 0.81% |
$5.64K - $6.37K
|
26.6K
$1.13M
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
159+ 0.17% |
$4.21K - $4.76K
|
93.5K
$3.96M
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
144+ 11.92% |
$3.82K - $4.31K
|
1.35K
$57.3K
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
BUY
|
- |
109+ 0.47% |
$2.89K - $3.26K
|
23.5K
$995K
|
|
Feb 14, 2024
Q4 2023
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
100New |
$2.65K - $2.99K
|
100
$4.24K
|
|
Jan 17, 2024
Q4 2023
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
73+ 0.91% |
$1.93K - $2.18K
|
8.11K
$343K
|
|
Jan 25, 2024
Q4 2023
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
71+ 0.05% |
$1.88K - $2.12K
|
143K
$6.07M
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
66+ 0.65% |
$1.75K - $1.97K
|
10.2K
$433K
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
BUY
|
- |
60+ 0.14% |
$1.59K - $1.8K
|
41.9K
$1.78M
|
|
Feb 07, 2024
Q4 2023
|
First United Bank & Trust
|
BUY
|
- |
48New |
$1.27K - $1.44K
|
48
$2.03K
|
|
Apr 22, 2024
Q4 2023
|
First Purpose Wealth LLC
|
BUY
|
- |
38+ 0.38% |
$1.01K - $1.14K
|
9.98K
$422K
|
|
Jan 16, 2024
Q4 2023
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
36+ 2.06% |
$954 - $1.08K
|
1.78K
$75.4K
|
|
Feb 14, 2024
Q4 2023
|
Retirement Group, LLC
|
BUY
|
- |
15+ 1.34% |
$398 - $449
|
1.14K
$48.1K
|
|
Jan 12, 2024
Q4 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
13+ 2.09% |
$345 - $389
|
635
$26.9K
|
|
Jan 31, 2024
Q4 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
6+ 2.0% |
$159 - $180
|
306
$13K
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
6+ 0.76% |
$159 - $180
|
793
$33.6K
|
|
Feb 13, 2024
Q4 2023
|
Geode Capital Management, LLC
Boston, MA |
SELL
|
- |
-12- 0.15% |
$318 - $359
|
7.79K
$330K
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-20- 55.56% |
$530 - $598
|
16
$678
|
|
Jan 03, 2024
Q4 2023
|
Albert D Mason Inc
|
SELL
|
- |
-32- 0.07% |
$848 - $957
|
47.9K
$2.03M
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-66- 0.44% |
$1.75K - $1.97K
|
14.8K
$626K
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-179- 4.4% |
$4.74K - $5.36K
|
3.89K
$165K
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-198- 0.76% |
$5.25K - $5.92K
|
25.9K
$1.1M
|
|
Jan 16, 2024
Q4 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-279- 48.19% |
$7.39K - $8.35K
|
300
$12.7K
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-554- 1.62% |
$14.7K - $16.6K
|
33.6K
$1.42M
|
|
Feb 07, 2024
Q4 2023
|
Donoghue Forlines LLC
|
SELL
|
- |
-592- 3.1% |
$15.7K - $17.7K
|
18.5K
$784K
|
|
Feb 09, 2024
Q4 2023
|
Mai Capital Management
|
SELL
|
- |
-899- 9.63% |
$23.8K - $26.9K
|
8.43K
$357K
|