Institutional Ownership Westrock Coffee Holdings, LLC (WEST)
This table provides information about the institutional ownership of Westrock Coffee Holdings, LLC (WEST). We have compiled data on the 129 institutions that hold shares in the stock, with a total of 34 Million shares, which have been reported (via 13F filing form) to have a value of $183 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
4,026
shares
|
$21,659
0.0% of portfolio
|
Q2 2025
Added 54.19%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
3,568
shares
|
$19,195
0.0% of portfolio
|
Q2 2025
Added 355.1%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Aug 12, 2025 Q2 2025 |
3,320
shares
|
$17,861
0.0% of portfolio
|
Q2 2024
Added 41.52%
|
|
|
Quarry LP
New York, NY |
Aug 14, 2025 Q2 2025 |
2,351
shares
|
$12,648
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
2,114
shares
|
$11,373
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
2,000
shares
|
$10,760
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
1,348
shares
|
$7,252
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Amalgamated Bank
New York, NY |
Aug 04, 2025 Q2 2025 |
1,244
shares
|
$6,692
0.0% of portfolio
|
Q1 2025
Added 29.85%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
1,000
shares
|
$5,380
0.0% of portfolio
|
Q1 2025
Reduced 0.99%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
870
shares
|
$4,680
0.0% of portfolio
|
Q2 2025
Reduced 44.69%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
634
shares
|
$3,410
0.0% of portfolio
|
Q2 2025
Added 89.82%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
268
shares
|
$1,441
0.0% of portfolio
|
Q2 2025
Added 22.94%
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
175
shares
|
$941
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Russell Investments Group, Ltd.
|
Aug 13, 2025 Q2 2025 |
150
shares
|
$807
0.0% of portfolio
|
Q4 2024
Added 29.31%
|
|
|
True Wealth Design, LLC
Akron, OH |
Aug 06, 2025 Q2 2025 |
93
shares
|
$500
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Aug 06, 2025 Q2 2025 |
84
shares
|
$451
0.0% of portfolio
|
Q2 2025
Added 147.06%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
62
shares
|
$333
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Nisa Investment Advisors, LLC
|
Jul 31, 2025 Q2 2025 |
60
shares
|
$322
0.0% of portfolio
|
Q2 2025
Reduced 77.44%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
40
shares
|
$215
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
40
shares
|
$215
0.0% of portfolio
|
Q2 2025
Reduced 23.08%
|
|
|
West Financial Advisors, LLC
|
Jul 21, 2025 Q2 2025 |
31
shares
|
$166
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
19
shares
|
$102
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
11
shares
|
$59
0.0% of portfolio
|
Q1 2025
Reduced 97.03%
|
|
|
Covestor LTD
Boston, MA |
Aug 11, 2025 Q2 2025 |
10
shares
|
$53
0.0% of portfolio
|
Q2 2025
Reduced 9.09%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Aug 12, 2025 Q2 2025 |
8
shares
|
$43
0.0% of portfolio
|
Q1 2025
New holding
|