Purchases and Sales Made in Q1 2024 in West Pharmaceutical Services Inc (WST)
This table provides information about the institutional ownership of West Pharmaceutical Services Inc (WST) during Q1 2024. The information is specifically focused on institutions that hold shares of WEST PHARMACEUTICAL SERVICES INC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 03, 2024
Q1 2024
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
17+ 0.11% |
$5.75K - $7.02K
|
15.3K
$3.93M
|
|
|
May 10, 2024
Q1 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
16+ 2.01% |
$5.41K - $6.61K
|
812
$208K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
16+ 4.79% |
$5.41K - $6.61K
|
350
$89.8K
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
15+ 1.29% |
$5.07K - $6.2K
|
1.18K
$303K
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
14+ 12.07% |
$4.74K - $5.78K
|
130
$33.4K
|
|
|
May 10, 2024
Q1 2024
|
Summit Creek Advisors LLC
Minneapolis, MN |
BUY
|
- |
14+ 1.3% |
$4.74K - $5.78K
|
1.09K
$281K
|
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
14+ 5.69% |
$4.74K - $5.78K
|
260
$66.7K
|
|
|
May 02, 2024
Q1 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
12New |
$4.06K - $4.96K
|
12
$3.08K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
11+ 2.49% |
$3.72K - $4.54K
|
453
$116K
|
|
|
Apr 17, 2024
Q1 2024
|
Strata Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
10+ 1.25% |
$3.38K - $4.13K
|
813
$209K
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
9+ 33.33% |
$3.04K - $3.72K
|
36
$9.24K
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
9+ 1.0% |
$3.04K - $3.72K
|
911
$234K
|
|
|
May 08, 2024
Q1 2024
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
8+ 0.06% |
$2.71K - $3.3K
|
14.1K
$3.62M
|
|
|
Apr 19, 2024
Q1 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
8+ 1.14% |
$2.71K - $3.3K
|
712
$183K
|
|
|
May 06, 2024
Q1 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
7+ 0.4% |
$2.37K - $2.89K
|
1.76K
$450K
|
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
7+ 58.33% |
$2.37K - $2.89K
|
19
$4.88K
|
|
|
Apr 29, 2024
Q1 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
7+ 0.61% |
$2.37K - $2.89K
|
1.16K
$298K
|
|
|
May 07, 2024
Q1 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
7+ 0.61% |
$2.37K - $2.89K
|
1.15K
$296K
|
|
|
May 08, 2024
Q1 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
7+ 1.13% |
$2.37K - $2.89K
|
629
$161K
|
|
|
Apr 30, 2024
Q1 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
6+ 25.0% |
$2.03K - $2.48K
|
30
$7.7K
|
|
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
5+ 29.41% |
$1.69K - $2.07K
|
22
$5.65K
|
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
BUY
|
- |
5+ 0.46% |
$1.69K - $2.07K
|
1.08K
$278K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
5+ 0.21% |
$1.69K - $2.07K
|
2.35K
$602K
|
|
|
May 30, 2024
Q1 2024
|
Eulav Asset Management
|
BUY
|
- |
5+ 0.0% |
$1.69K - $2.07K
|
129K
$33M
|
|
|
May 10, 2024
Q1 2024
|
Peninsula Asset Management Inc
Bradenton, FL |
BUY
|
- |
5+ 0.05% |
$1.69K - $2.07K
|
9.59K
$2.46M
|
|
|
May 15, 2024
Q1 2024
|
Camden Capital, LLC
|
BUY
|
- |
4+ 0.54% |
$1.35K - $1.65K
|
744
$191K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
4+ 3.42% |
$1.35K - $1.65K
|
121
$31.1K
|
|
|
Apr 18, 2024
Q1 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
4+ 2.16% |
$1.35K - $1.65K
|
189
$48.5K
|
|
|
May 09, 2024
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
4New |
$1.35K - $1.65K
|
4
$1.03K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
4+ 1.67% |
$1.35K - $1.65K
|
244
$62.6K
|
|
|
May 07, 2024
Q1 2024
|
Sfmg, LLC
|
BUY
|
- |
4+ 0.39% |
$1.35K - $1.65K
|
1.03K
$265K
|
|
|
May 06, 2024
Q1 2024
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
3+ 60.0% |
$1.01K - $1.24K
|
8
$2.05K
|
|
|
Apr 24, 2024
Q1 2024
|
First Pacific Financial
|
BUY
|
- |
3+ 50.0% |
$1.01K - $1.24K
|
9
$2.31K
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
3+ 1.8% |
$1.01K - $1.24K
|
170
$43.6K
|
|
|
May 06, 2024
Q1 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
2+ 0.18% |
$677 - $826
|
1.11K
$284K
|
|
|
Apr 25, 2024
Q1 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
2+ 0.85% |
$677 - $826
|
237
$60.8K
|
|
|
May 15, 2024
Q1 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
2+ 0.2% |
$677 - $826
|
1.02K
$263K
|
|
|
May 15, 2024
Q1 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
2+ 0.26% |
$677 - $826
|
764
$196K
|
|
|
Apr 19, 2024
Q1 2024
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
2+ 0.25% |
$677 - $826
|
801
$206K
|
|
|
May 14, 2024
Q1 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1+ 100.0% |
$338 - $413
|
2
$513
|
|
|
May 13, 2024
Q1 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
1+ 20.0% |
$338 - $413
|
6
$1.54K
|
|
|
May 09, 2024
Q1 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
1New |
$338 - $413
|
1
$257
|
|
|
May 14, 2024
Q1 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
1+ 100.0% |
$338 - $413
|
2
$513
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1New |
$338 - $413
|
1
$257
|
|
|
Apr 10, 2024
Q1 2024
|
Cva Family Office, LLC
|
BUY
|
- |
1+ 5.0% |
$338 - $413
|
21
$5.39K
|
|
|
Apr 15, 2024
Q1 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
1+ 1.01% |
$338 - $413
|
100
$25.7K
|
|
|
Apr 30, 2024
Q1 2024
|
Tfc Financial Management
|
BUY
|
- |
1+ 50.0% |
$338 - $413
|
3
$770
|
|
|
Nov 26, 2024
Q1 2024
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 28, 2025
Q1 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 06, 2024
Q1 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-1- 14.29% |
$338 - $413
|
6
$1.54K
|