Purchases and Sales Made in Q2 2023 in West Pharmaceutical Services Inc (WST)
This table provides information about the institutional ownership of West Pharmaceutical Services Inc (WST) during Q2 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 04, 2023
Q2 2023
|
Motco
|
BUY
|
- |
1New |
$335 - $382
|
1
$314
|
|
|
Aug 14, 2023
Q2 2023
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
1+ 100.0% |
$335 - $382
|
2
$629
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
1+ 5.26% |
$335 - $382
|
20
$6.29K
|
|
|
Jul 13, 2023
Q2 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-1- 10.0% |
$335 - $382
|
9
$2.83K
|
|
|
Jul 26, 2023
Q2 2023
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-1- 0.11% |
$335 - $382
|
914
$287K
|
|
|
Aug 14, 2023
Q2 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-1- 1.69% |
$335 - $382
|
58
$18.2K
|
|
|
Aug 14, 2023
Q2 2023
|
Seven One Seven Capital Management
Lancaster, PA |
SELL
|
- |
-2- 0.26% |
$669 - $765
|
780
$245K
|
|
|
Aug 11, 2023
Q2 2023
|
Tru Independence LLC
|
SELL
|
- |
-2- 0.21% |
$669 - $765
|
938
$295K
|
|
|
Aug 10, 2023
Q2 2023
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-3- 0.46% |
$1K - $1.15K
|
656
$206K
|
|
|
Jul 28, 2023
Q2 2023
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-3- 10.34% |
$1K - $1.15K
|
26
$8.18K
|
|
|
Jul 31, 2023
Q2 2023
|
Antonetti Capital Management LLC
|
SELL
|
- |
-3- 75.0% |
$1K - $1.15K
|
1
$314
|
|
|
Jul 17, 2023
Q2 2023
|
Hengehold Capital Management LLC
|
SELL
|
- |
-4- 0.58% |
$1.34K - $1.53K
|
685
$215K
|
|
|
Aug 10, 2023
Q2 2023
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-4- 0.26% |
$1.34K - $1.53K
|
1.56K
$489K
|
|
|
Aug 11, 2023
Q2 2023
|
Ostrum Asset Management
Paris, I0 |
SELL
|
- |
-5- 0.11% |
$1.67K - $1.91K
|
4.43K
$1.39M
|
|
|
Aug 11, 2023
Q2 2023
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-5- 0.56% |
$1.67K - $1.91K
|
886
$279K
|
|
|
Aug 04, 2023
Q2 2023
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-6- 0.63% |
$2.01K - $2.29K
|
947
$298K
|
|
|
Jul 28, 2023
Q2 2023
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-7- 0.42% |
$2.34K - $2.68K
|
1.65K
$519K
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
SELL
|
- |
-9- 6.25% |
$3.01K - $3.44K
|
135
$42.5K
|
|
|
Aug 03, 2023
Q2 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-9- 52.94% |
$3.01K - $3.44K
|
8
$2.52K
|
|
|
Jul 13, 2023
Q2 2023
|
Central Bank & Trust CO
|
SELL
|
- |
-9- 75.0% |
$3.01K - $3.44K
|
3
$943
|
|
|
Aug 14, 2023
Q2 2023
|
Stephens Inc
|
SELL
|
- |
-10- 0.89% |
$3.35K - $3.82K
|
1.11K
$349K
|
|
|
Aug 10, 2023
Q2 2023
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-10- 0.28% |
$3.35K - $3.82K
|
3.59K
$1.13M
|
|
|
Jul 05, 2023
Q2 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-13- 1.64% |
$4.35K - $4.97K
|
782
$246K
|
|
|
Aug 04, 2023
Q2 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-14- 6.83% |
$4.68K - $5.35K
|
191
$60.1K
|
|
|
Aug 14, 2023
Q2 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-15- 0.45% |
$5.02K - $5.74K
|
3.34K
$1.05M
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-16- 8.7% |
$5.35K - $6.12K
|
168
$52.8K
|
|
|
Jul 03, 2023
Q2 2023
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-16- 1.68% |
$5.35K - $6.12K
|
938
$295K
|
|
|
Aug 07, 2023
Q2 2023
|
Twin Capital Management Inc
|
SELL
|
- |
-18- 0.9% |
$6.02K - $6.88K
|
1.98K
$624K
|
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-18- 66.67% |
$6.02K - $6.88K
|
9
$2.83K
|
|
|
Aug 02, 2023
Q2 2023
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-19- 1.82% |
$6.36K - $7.27K
|
1.03K
$322K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-20- 1.75% |
$6.69K - $7.65K
|
1.12K
$353K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-20- 0.59% |
$6.69K - $7.65K
|
3.35K
$1.05M
|
|
|
Aug 11, 2023
Q2 2023
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
SELL
|
- |
-20- 1.62% |
$6.69K - $7.65K
|
1.21K
$381K
|
|
|
Aug 14, 2023
Q2 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-21- 2.8% |
$7.03K - $8.03K
|
730
$230K
|
|
|
Aug 14, 2023
Q2 2023
|
Kensington Investment Counsel, LLC
|
SELL
|
- |
-21- 1.44% |
$7.03K - $8.03K
|
1.44K
$453K
|
|
|
Aug 15, 2023
Q2 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-22- 3.4% |
$7.36K - $8.41K
|
625
$197K
|
|
|
Jul 28, 2023
Q2 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-22- 12.15% |
$7.36K - $8.41K
|
159
$50K
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-25- 8.33% |
$8.37K - $9.56K
|
275
$86.5K
|
|
|
Aug 07, 2023
Q2 2023
|
Wealthfront Advisers LLC
|
SELL
|
- |
-25- 0.52% |
$8.37K - $9.56K
|
4.74K
$1.49M
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-25- 1.66% |
$8.37K - $9.56K
|
1.48K
$465K
|
|
|
Jul 12, 2023
Q2 2023
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
SELL
|
- |
-28- 4.8% |
$9.37K - $10.7K
|
555
$175K
|
|
|
Aug 11, 2023
Q2 2023
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
SELL
|
- |
-30- 0.6% |
$10K - $11.5K
|
4.94K
$1.55M
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-30- 7.81% |
$10K - $11.5K
|
354
$111K
|
|
|
Aug 14, 2023
Q2 2023
|
Algert Global LLC
San Francisco, CA |
SELL
|
- |
-32- 0.74% |
$10.7K - $12.2K
|
4.28K
$1.35M
|
|
|
Jul 17, 2023
Q2 2023
|
Great Diamond Partners, LLC
|
SELL
|
- |
-33- 3.46% |
$11K - $12.6K
|
920
$289K
|
|
|
Jul 12, 2023
Q2 2023
|
Bath Savings Trust CO
|
SELL
|
- |
-33- 1.57% |
$11K - $12.6K
|
2.06K
$649K
|
|
|
Aug 04, 2023
Q2 2023
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-36- 0.31% |
$12K - $13.8K
|
11.6K
$3.64M
|
|
|
Aug 14, 2023
Q2 2023
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-37- 1.14% |
$12.4K - $14.2K
|
3.2K
$1.01M
|
|
|
Aug 21, 2023
Q2 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-38- 0.85% |
$12.7K - $14.5K
|
4.43K
$1.39M
|
|
|
Aug 01, 2024
Q2 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-38- 3.09% |
$12.7K - $14.5K
|
1.19K
$375K
|