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 |
|---|---|---|---|---|---|---|---|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
14+ 5.69% |
$4.74K - $5.78K
|
260
$85.9K
|
|
|
May 02, 2024
Q1 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
12New |
$4.06K - $4.96K
|
12
$3.97K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
11+ 2.49% |
$3.72K - $4.54K
|
453
$150K
|
|
|
Apr 17, 2024
Q1 2024
|
Strata Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
10+ 1.25% |
$3.38K - $4.13K
|
813
$269K
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
9+ 33.33% |
$3.04K - $3.72K
|
36
$11.9K
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
9+ 1.0% |
$3.04K - $3.72K
|
911
$301K
|
|
|
May 08, 2024
Q1 2024
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
8+ 0.06% |
$2.71K - $3.3K
|
14.1K
$4.67M
|
|
|
Apr 19, 2024
Q1 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
8+ 1.14% |
$2.71K - $3.3K
|
712
$235K
|
|
|
Apr 29, 2024
Q1 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
7+ 0.61% |
$2.37K - $2.89K
|
1.16K
$383K
|
|
|
May 07, 2024
Q1 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
7+ 0.61% |
$2.37K - $2.89K
|
1.15K
$381K
|
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
7+ 58.33% |
$2.37K - $2.89K
|
19
$6.28K
|
|
|
May 08, 2024
Q1 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
7+ 1.13% |
$2.37K - $2.89K
|
629
$208K
|
|
|
May 06, 2024
Q1 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
7+ 0.4% |
$2.37K - $2.89K
|
1.76K
$580K
|
|
|
Apr 30, 2024
Q1 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
6+ 25.0% |
$2.03K - $2.48K
|
30
$9.92K
|
|
|
May 10, 2024
Q1 2024
|
Peninsula Asset Management Inc
Bradenton, FL |
BUY
|
- |
5+ 0.05% |
$1.69K - $2.07K
|
9.59K
$3.17M
|
|
|
May 30, 2024
Q1 2024
|
Eulav Asset Management
|
BUY
|
- |
5+ 0.0% |
$1.69K - $2.07K
|
129K
$42.5M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
5+ 0.21% |
$1.69K - $2.07K
|
2.35K
$776K
|
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
BUY
|
- |
5+ 0.46% |
$1.69K - $2.07K
|
1.08K
$358K
|
|
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
5+ 29.41% |
$1.69K - $2.07K
|
22
$7.27K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
4+ 3.42% |
$1.35K - $1.65K
|
121
$40K
|
|
|
May 09, 2024
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
4New |
$1.35K - $1.65K
|
4
$1.32K
|
|
|
May 07, 2024
Q1 2024
|
Sfmg, LLC
|
BUY
|
- |
4+ 0.39% |
$1.35K - $1.65K
|
1.03K
$341K
|
|
|
May 15, 2024
Q1 2024
|
Camden Capital, LLC
|
BUY
|
- |
4+ 0.54% |
$1.35K - $1.65K
|
744
$246K
|
|
|
Apr 18, 2024
Q1 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
4+ 2.16% |
$1.35K - $1.65K
|
189
$62.5K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
4+ 1.67% |
$1.35K - $1.65K
|
244
$80.7K
|
|
|
Apr 24, 2024
Q1 2024
|
First Pacific Financial
|
BUY
|
- |
3+ 50.0% |
$1.01K - $1.24K
|
9
$2.98K
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
3+ 1.8% |
$1.01K - $1.24K
|
170
$56.2K
|
|
|
May 06, 2024
Q1 2024
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
3+ 60.0% |
$1.01K - $1.24K
|
8
$2.64K
|
|
|
May 15, 2024
Q1 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
2+ 0.26% |
$677 - $826
|
764
$253K
|
|
|
May 06, 2024
Q1 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
2+ 0.18% |
$677 - $826
|
1.11K
$366K
|
|
|
May 15, 2024
Q1 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
2+ 0.2% |
$677 - $826
|
1.02K
$339K
|
|
|
Apr 25, 2024
Q1 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
2+ 0.85% |
$677 - $826
|
237
$78.3K
|
|
|
Apr 19, 2024
Q1 2024
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
2+ 0.25% |
$677 - $826
|
801
$265K
|
|
|
Apr 30, 2024
Q1 2024
|
Tfc Financial Management
|
BUY
|
- |
1+ 50.0% |
$338 - $413
|
3
$992
|
|
|
Apr 15, 2024
Q1 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
1+ 1.01% |
$338 - $413
|
100
$33.1K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1New |
$338 - $413
|
1
$331
|
|
|
May 14, 2024
Q1 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
1+ 100.0% |
$338 - $413
|
2
$661
|
|
|
May 14, 2024
Q1 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1+ 100.0% |
$338 - $413
|
2
$661
|
|
|
May 13, 2024
Q1 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
1+ 20.0% |
$338 - $413
|
6
$1.98K
|
|
|
May 09, 2024
Q1 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
1New |
$338 - $413
|
1
$331
|
|
|
Apr 10, 2024
Q1 2024
|
Cva Family Office, LLC
|
BUY
|
- |
1+ 5.0% |
$338 - $413
|
21
$6.94K
|
|
|
Nov 26, 2024
Q1 2024
|
Erste Asset Management Gmb H
Vienna, C4 |
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
$1.98K
|
|
|
May 03, 2024
Q1 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-1- 16.67% |
$338 - $413
|
5
$1.65K
|
|
|
Apr 26, 2024
Q1 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-2- 0.05% |
$677 - $826
|
3.83K
$1.26M
|
|
|
May 13, 2024
Q1 2024
|
Gam Holding Ag
|
SELL
|
- |
-2- 0.11% |
$677 - $826
|
1.89K
$624K
|
|
|
Apr 18, 2024
Q1 2024
|
Tru Independence LLC
|
SELL
|
- |
-3- 0.31% |
$1.01K - $1.24K
|
954
$315K
|
|
|
May 06, 2024
Q1 2024
|
Pfg Advisors
|
SELL
|
- |
-3- 0.08% |
$1.01K - $1.24K
|
3.63K
$1.2M
|
|
|
May 10, 2024
Q1 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-4- 0.43% |
$1.35K - $1.65K
|
916
$303K
|
|
|
Apr 11, 2024
Q1 2024
|
City State Bank
Norwalk, IA |
SELL
|
- |
-4- 2.09% |
$1.35K - $1.65K
|
187
$61.8K
|