Latest Institutional Transactions on Westrock Coffee Holdings, LLC (WEST)
This table provides information on the latest institutional transactions involving Westrock Coffee Holdings, LLC (WEST) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 12, 2025
Q1 2025
|
Swiss National Bank
Zurich, V8 |
BUY
|
- |
3.1K+ 4.43% |
$17K - $22.5K
|
73K
$468K
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
- |
-1.16K- 4.01% |
$6.36K - $8.41K
|
27.8K
$178K
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.85K+ 18.94% |
$15.6K - $20.7K
|
17.9K
$115K
|
|
May 12, 2025
Q1 2025
|
Simplex Trading, LLC
|
BUY
|
- |
21.2KNew |
$116K - $154K
|
21.2K
$136K
|
|
May 12, 2025
Q1 2025
|
Nuveen, LLC
Charlotte, NC |
BUY
|
- |
94.2KNew |
$516K - $683K
|
94.2K
$604K
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-498- 3.37% |
$2.73K - $3.61K
|
14.3K
$91.4K
|
|
May 09, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
5.65K+ 1.99% |
$31K - $41K
|
290K
$1.86M
|
|
May 09, 2025
Q1 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
138K+ 4.89% |
$754K - $998K
|
2.95M
$18.9M
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-50.3K- 30.19% |
$275K - $364K
|
116K
$745K
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
20+ 62.5% |
$110 - $145
|
52
$333
|
|
May 08, 2025
Q1 2025
|
Regions Financial Corp
|
BUY
|
- |
10K+ 95.88% |
$54.8K - $72.5K
|
20.4K
$131K
|
|
May 08, 2025
Q1 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
4.58K+ 130.86% |
$25.1K - $33.2K
|
8.08K
$51.8K
|
|
May 07, 2025
Q1 2025
|
Robinson Value Management, Ltd.
San Antonio, TX |
SELL
|
- |
-5K- 14.29% |
$27.4K - $36.3K
|
30K
$192K
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
SELL
|
- |
-359- 97.03% |
$1.97K - $2.6K
|
11
$70.5
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
98+ 6.64% |
$537 - $711
|
1.57K
$10.1K
|
|
May 02, 2025
Q1 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
9.94K+ 37.99% |
$54.5K - $72.1K
|
36.1K
$231K
|
|
May 02, 2025
Q1 2025
|
Hollencrest Capital Management
|
BUY
|
- |
10New |
$54.8 - $72.5
|
10
$64.1
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-14- 0.05% |
$76.7 - $102
|
26.1K
$167K
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
1.58K+ 154.24% |
$8.68K - $11.5K
|
2.61K
$16.7K
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
BUY
|
- |
9K+ 3.81% |
$49.3K - $65.3K
|
245K
$1.57M
|
|
May 01, 2025
Q1 2025
|
Arizona State Retirement System
|
BUY
|
- |
546+ 5.33% |
$2.99K - $3.96K
|
10.8K
$69.2K
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
50+ 111.11% |
$274 - $363
|
95
$609
|
|
Apr 30, 2025
Q1 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
41+ 18.22% |
$225 - $297
|
266
$1.71K
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
5.8K+ 2.43% |
$31.8K - $42K
|
244K
$1.57M
|
|
Apr 25, 2025
Q1 2025
|
Amalgamated Bank
New York, NY |
BUY
|
- |
286+ 29.85% |
$1.57K - $2.07K
|
1.24K
$7.97K
|
|
Apr 24, 2025
Q1 2025
|
Diversified Trust CO
|
SELL
|
- |
-163- 0.26% |
$893 - $1.18K
|
62.9K
$403K
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
533+ 6.98% |
$2.92K - $3.86K
|
8.17K
$52.4K
|
|
Apr 15, 2025
Q1 2025
|
Paragon Advisors, LLC
|
BUY
|
- |
13.8KNew |
$75.4K - $99.8K
|
13.8K
$88.2K
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-2.08K- 86.15% |
$11.4K - $15.1K
|
334
$2.14K
|
|
Q4 2024 | |||||||
Jun 30, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
651+ 1.56% |
$3.6K - $5.38K
|
42.3K
$271K
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.18K- 68.4% |
$12K - $18K
|
1.01K
$6.45K
|
|
May 29, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-1.51K- 3.3% |
$8.35K - $12.5K
|
44.3K
$284K
|
|
Feb 14, 2025
Q4 2024
|
Lathrop Investment Management Corp
|
BUY
|
- |
17.2KNew |
$95.2K - $142K
|
17.2K
$110K
|
|
Feb 14, 2025
Q4 2024
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
19K+ 44.25% |
$105K - $157K
|
61.9K
$396K
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
103KNew |
$571K - $853K
|
103K
$662K
|
|
Feb 14, 2025
Q4 2024
|
Marathon Capital Management
Hunt Valley, MD |
SELL
|
- |
-600- 1.02% |
$3.32K - $4.96K
|
58.1K
$373K
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
887+ 5.82% |
$4.91K - $7.33K
|
16.1K
$103K
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
10K+ 83.33% |
$55.3K - $82.6K
|
22K
$141K
|
|
Feb 14, 2025
Q4 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
PUT |
1.2K+ 11.76% |
$6.64K - $9.91K
|
11.4K
$73.1K
|
|
Feb 13, 2025
Q4 2024
|
Arvest Bank Trust Division
Dewey, OK |
BUY
|
- |
5K+ 28.35% |
$27.7K - $41.3K
|
22.6K
$145K
|
|
Feb 13, 2025
Q4 2024
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
300+ 1.1% |
$1.66K - $2.48K
|
27.6K
$177K
|
|
Feb 13, 2025
Q4 2024
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-87.5K- 35.0% |
$484K - $723K
|
163K
$1.04M
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
BUY
|
- |
5.13K+ 46.64% |
$28.4K - $42.4K
|
16.1K
$103K
|
|
Feb 13, 2025
Q4 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
1+ 10.0% |
$5.53 - $8.26
|
11
$70.5
|
|
Feb 13, 2025
Q4 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
34+ 29.31% |
$188 - $281
|
150
$962
|
|
Feb 12, 2025
Q4 2024
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
64.1K+ 562.75% |
$354K - $529K
|
75.5K
$484K
|
|
Feb 12, 2025
Q4 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
2.05KNew |
$11.3K - $16.9K
|
2.05K
$13.1K
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
14.8KNew |
$81.6K - $122K
|
14.8K
$94.5K
|
|
Feb 11, 2025
Q4 2024
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
BUY
|
- |
6.57KNew |
$36.3K - $54.3K
|
6.57K
$42.1K
|
|
Feb 11, 2025
Q4 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
13KNew |
$71.9K - $107K
|
13K
$83.4K
|