Purchases and Sales Made in Q2 2025 in West Pharmaceutical Services Inc (WST)
This table provides information about the institutional ownership of West Pharmaceutical Services Inc (WST) during Q2 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
40+ 13.84% |
$7.62K - $9.11K
|
329
$84.4K
|
|
|
Jul 24, 2025
Q2 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
39+ 3900.0% |
$7.43K - $8.88K
|
40
$10.3K
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
38New |
$7.23K - $8.65K
|
38
$9.75K
|
|
|
Aug 11, 2025
Q2 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
38+ 152.0% |
$7.23K - $8.65K
|
63
$16.2K
|
|
|
Jul 31, 2025
Q2 2025
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
36New |
$6.85K - $8.2K
|
36
$9.24K
|
|
|
Aug 14, 2025
Q2 2025
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
34+ 2.68% |
$6.47K - $7.74K
|
1.3K
$334K
|
|
|
Aug 07, 2025
Q2 2025
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
33+ 2.73% |
$6.28K - $7.51K
|
1.24K
$319K
|
|
|
Aug 14, 2025
Q2 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
32+ 3.28% |
$6.09K - $7.29K
|
1.01K
$259K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
30New |
$5.71K - $6.83K
|
30
$7.7K
|
|
|
Aug 04, 2025
Q2 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
26+ 2.53% |
$4.95K - $5.92K
|
1.05K
$270K
|
|
|
Aug 13, 2025
Q2 2025
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
25New |
$4.76K - $5.69K
|
25
$6.42K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
25New |
$4.76K - $5.69K
|
25
$6.42K
|
|
|
Aug 07, 2025
Q2 2025
|
Addison Advisors LLC
|
BUY
|
- |
24+ 27.59% |
$4.57K - $5.46K
|
111
$28.5K
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
22+ 11.89% |
$4.19K - $5.01K
|
207
$53.1K
|
|
|
Aug 11, 2025
Q2 2025
|
Empirical Finance, LLC
|
BUY
|
- |
21+ 0.85% |
$4K - $4.78K
|
2.5K
$641K
|
|
|
Jul 23, 2025
Q2 2025
|
Vontobel Holding Ltd.
|
BUY
|
- |
17+ 0.64% |
$3.24K - $3.87K
|
2.68K
$688K
|
|
|
Aug 12, 2025
Q2 2025
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
15+ 60.0% |
$2.86K - $3.42K
|
40
$10.3K
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
15+ 0.09% |
$2.86K - $3.42K
|
16.8K
$4.32M
|
|
|
Aug 14, 2025
Q2 2025
|
Howard Hughes Medical Institute
Chevy Chase, MD |
BUY
|
- |
15New |
$2.86K - $3.42K
|
15
$3.85K
|
|
|
Aug 11, 2025
Q2 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
14New |
$2.67K - $3.19K
|
14
$3.59K
|
|
|
Jul 25, 2025
Q2 2025
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
13+ 0.1% |
$2.48K - $2.96K
|
13.2K
$3.39M
|
|
|
Aug 12, 2025
Q2 2025
|
Waddell & Associates, LLC
|
BUY
|
- |
12+ 0.41% |
$2.28K - $2.73K
|
2.91K
$747K
|
|
|
Jul 23, 2025
Q2 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
10+ 333.33% |
$1.9K - $2.28K
|
13
$3.34K
|
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
10+ 0.8% |
$1.9K - $2.28K
|
1.27K
$325K
|
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
9New |
$1.71K - $2.05K
|
9
$2.31K
|
|
|
Aug 12, 2025
Q2 2025
|
Country Trust Bank
|
BUY
|
- |
9New |
$1.71K - $2.05K
|
9
$2.31K
|
|
|
Aug 13, 2025
Q2 2025
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
9New |
$1.71K - $2.05K
|
9
$2.31K
|
|
|
Jul 23, 2025
Q2 2025
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
8New |
$1.52K - $1.82K
|
8
$2.05K
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
8+ 800.0% |
$1.52K - $1.82K
|
9
$2.31K
|
|
|
Aug 06, 2025
Q2 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
6+ 300.0% |
$1.14K - $1.37K
|
8
$2.05K
|
|
|
Jul 30, 2025
Q2 2025
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
5+ 0.03% |
$952 - $1.14K
|
14.8K
$3.79M
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
5+ 15.15% |
$952 - $1.14K
|
38
$9.75K
|
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
5+ 62.5% |
$952 - $1.14K
|
13
$3.34K
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
5New |
$952 - $1.14K
|
5
$1.28K
|
|
|
Jul 16, 2025
Q2 2025
|
Dakota Wealth Management
|
BUY
|
- |
4+ 0.14% |
$762 - $911
|
2.84K
$730K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
4+ 1.89% |
$762 - $911
|
216
$55.4K
|
|
|
Aug 08, 2025
Q2 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
4+ 0.09% |
$762 - $911
|
4.27K
$1.1M
|
|
|
Aug 08, 2025
Q2 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
4+ 2.47% |
$762 - $911
|
166
$42.6K
|
|
|
Aug 11, 2025
Q2 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
4+ 0.46% |
$762 - $911
|
867
$223K
|
|
|
Jul 16, 2025
Q2 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
3New |
$571 - $683
|
3
$770
|
|
|
Aug 07, 2025
Q2 2025
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
2+ 8.0% |
$381 - $455
|
27
$6.93K
|
|
|
Aug 15, 2025
Q2 2025
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
2+ 0.19% |
$381 - $455
|
1.04K
$266K
|
|
|
Jul 29, 2025
Q2 2025
|
Tfc Financial Management
|
BUY
|
- |
2+ 200.0% |
$381 - $455
|
3
$770
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
2+ 0.44% |
$381 - $455
|
457
$117K
|
|
|
Aug 06, 2025
Q2 2025
|
Nvwm, LLC
|
BUY
|
- |
2New |
$381 - $455
|
2
$513
|
|
|
Jul 25, 2025
Q2 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
2New |
$381 - $455
|
2
$513
|
|
|
Aug 13, 2025
Q2 2025
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
2New |
$381 - $455
|
2
$513
|
|
|
Aug 13, 2025
Q2 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
2+ 33.33% |
$381 - $455
|
8
$2.05K
|
|
|
Aug 01, 2025
Q2 2025
|
Quaker Wealth Management, LLC
|
BUY
|
- |
1New |
$190 - $228
|
1
$257
|
|
|
Aug 06, 2025
Q2 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
1New |
$190 - $228
|
1
$257
|