Purchases and Sales Made in Q4 2022 in Westlake Corp (WLK)
This table provides information about the institutional ownership of Westlake Corp (WLK) during Q4 2022. The information is specifically focused on institutions that hold shares of WESTLAKE CORP.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
123New |
$10.8K - $13.9K
|
123
$12.4K
|
|
Feb 07, 2023
Q4 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
119+ 4.17% |
$10.4K - $13.5K
|
2.98K
$300K
|
|
Feb 13, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
118New |
$10.3K - $13.4K
|
118
$11.9K
|
|
Feb 13, 2023
Q4 2022
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
113+ 0.96% |
$9.89K - $12.8K
|
11.9K
$1.2M
|
|
Feb 03, 2023
Q4 2022
|
Cfo4 Life Group, LLC
|
BUY
|
- |
88+ 1.38% |
$7.7K - $9.98K
|
6.49K
$654K
|
|
Feb 13, 2023
Q4 2022
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
BUY
|
- |
70New |
$6.13K - $7.94K
|
70
$7.06K
|
|
Jan 24, 2023
Q4 2022
|
Empirical Finance, LLC
|
BUY
|
- |
62+ 0.79% |
$5.43K - $7.03K
|
7.95K
$802K
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
54New |
$4.73K - $6.12K
|
54
$5.45K
|
|
Jan 02, 2024
Q4 2022
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
52New |
$4.55K - $5.9K
|
52
$5.25K
|
|
Feb 14, 2023
Q4 2022
|
Wahed Invest LLC
New York, NY |
BUY
|
- |
48+ 12.53% |
$4.2K - $5.44K
|
431
$43.5K
|
|
Feb 06, 2023
Q4 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
43+ 1.55% |
$3.76K - $4.87K
|
2.82K
$284K
|
|
Jan 25, 2023
Q4 2022
|
Fifth Third Bancorp
|
BUY
|
- |
41New |
$3.59K - $4.65K
|
41
$4.14K
|
|
Jan 19, 2023
Q4 2022
|
Quent Capital, LLC
|
BUY
|
- |
40+ 571.43% |
$3.5K - $4.53K
|
47
$4.74K
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
37+ 9.09% |
$3.24K - $4.19K
|
444
$44.8K
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
BUY
|
- |
34+ 35.79% |
$2.98K - $3.85K
|
129
$13K
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
26New |
$2.28K - $2.95K
|
26
$2.62K
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
25+ 100.0% |
$2.19K - $2.83K
|
50
$5.04K
|
|
Feb 10, 2023
Q4 2022
|
Loomis Sayles & CO L P
|
BUY
|
- |
24+ 160.0% |
$2.1K - $2.72K
|
39
$3.93K
|
|
Jan 24, 2023
Q4 2022
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
21New |
$1.84K - $2.38K
|
21
$2.12K
|
|
Feb 09, 2023
Q4 2022
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
18+ 0.17% |
$1.58K - $2.04K
|
10.8K
$1.09M
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
16+ 0.44% |
$1.4K - $1.81K
|
3.67K
$370K
|
|
Feb 02, 2023
Q4 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
15New |
$1.31K - $1.7K
|
15
$1.51K
|
|
Jan 23, 2023
Q4 2022
|
Unison Advisors LLC
|
BUY
|
- |
14+ 0.28% |
$1.23K - $1.59K
|
4.96K
$500K
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
13New |
$1.14K - $1.47K
|
13
$1.31K
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
12New |
$1.05K - $1.36K
|
12
$1.21K
|
|
Jan 10, 2023
Q4 2022
|
American National Bank
|
BUY
|
- |
12New |
$1.05K - $1.36K
|
12
$1.21K
|
|
Feb 15, 2023
Q4 2022
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
12+ 0.2% |
$1.05K - $1.36K
|
6K
$605K
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
11+ 0.75% |
$963 - $1.25K
|
1.47K
$148K
|
|
Jan 06, 2023
Q4 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
11+ 15.71% |
$963 - $1.25K
|
81
$8.17K
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
11New |
$963 - $1.25K
|
11
$1.11K
|
|
Feb 21, 2023
Q4 2022
|
Cva Family Office, LLC
|
BUY
|
- |
10+ 5.88% |
$875 - $1.13K
|
180
$18.2K
|
|
Feb 13, 2023
Q4 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
8+ 25.0% |
$700 - $907
|
40
$4.04K
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
7New |
$613 - $794
|
7
$706
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
6New |
$525 - $680
|
6
$605
|
|
Feb 08, 2023
Q4 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
6+ 9.84% |
$525 - $680
|
67
$6.76K
|
|
Jan 17, 2023
Q4 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
5+ 100.0% |
$438 - $567
|
10
$1.01K
|
|
Jan 23, 2023
Q4 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
4+ 33.33% |
$350 - $453
|
16
$1.61K
|
|
Feb 15, 2023
Q4 2022
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
3New |
$263 - $340
|
3
$303
|
|
Feb 03, 2023
Q4 2022
|
Tfo Tdc, LLC
|
BUY
|
- |
3New |
$263 - $340
|
3
$303
|
|
Nov 07, 2023
Q4 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
2New |
$175 - $227
|
2
$202
|
|
Feb 13, 2023
Q4 2022
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-3- 9.68% |
$263 - $340
|
28
$2.82K
|
|
Feb 01, 2023
Q4 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-4- 26.67% |
$350 - $453
|
11
$1.11K
|
|
Jan 31, 2023
Q4 2022
|
Schubert & CO
|
SELL
|
- |
-4- 14.29% |
$350 - $453
|
24
$2.42K
|
|
Jul 19, 2024
Q4 2022
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-4- 1.43% |
$350 - $453
|
276
$27.8K
|
|
Feb 07, 2023
Q4 2022
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-4- 36.36% |
$350 - $453
|
7
$706
|
|
Jan 26, 2023
Q4 2022
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-4- 0.41% |
$350 - $453
|
979
$98.8K
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-8- 32.0% |
$700 - $907
|
17
$1.72K
|
|
Feb 06, 2023
Q4 2022
|
Glassman Wealth Services
|
SELL
|
- |
-18- 81.82% |
$1.58K - $2.04K
|
4
$404
|
|
Feb 14, 2023
Q4 2022
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-20- 0.59% |
$1.75K - $2.27K
|
3.35K
$338K
|
|
Jan 27, 2023
Q4 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-36- 20.57% |
$3.15K - $4.08K
|
139
$14K
|