Purchases and Sales Made in Q3 2022 in West Pharmaceutical Services Inc (WST)
This table provides information about the institutional ownership of West Pharmaceutical Services Inc (WST) during Q3 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 09, 2022
Q3 2022
|
Alera Investment Advisors, LLC
|
BUY
|
- |
15+ 0.75% |
$3.69K - $5.15K
|
2.01K
$423K
|
|
|
Nov 07, 2022
Q3 2022
|
Evoke Wealth, LLC
|
BUY
|
- |
15+ 136.36% |
$3.69K - $5.15K
|
26
$5.48K
|
|
|
Oct 04, 2022
Q3 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
14+ 19.72% |
$3.45K - $4.81K
|
85
$17.9K
|
|
|
Oct 18, 2022
Q3 2022
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
14New |
$3.45K - $4.81K
|
14
$2.95K
|
|
|
Nov 14, 2022
Q3 2022
|
Crewe Advisors LLC
|
BUY
|
- |
11New |
$2.71K - $3.78K
|
11
$2.32K
|
|
|
Oct 14, 2022
Q3 2022
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
9+ 1.04% |
$2.21K - $3.09K
|
877
$185K
|
|
|
Nov 07, 2022
Q3 2022
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
9+ 0.37% |
$2.21K - $3.09K
|
2.45K
$516K
|
|
|
Nov 14, 2022
Q3 2022
|
Kensington Investment Counsel, LLC
|
BUY
|
- |
8+ 0.48% |
$1.97K - $2.75K
|
1.68K
$354K
|
|
|
Nov 10, 2022
Q3 2022
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
8+ 0.05% |
$1.97K - $2.75K
|
15.6K
$3.3M
|
|
|
Nov 09, 2022
Q3 2022
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
8+ 0.16% |
$1.97K - $2.75K
|
4.86K
$1.02M
|
|
|
Oct 07, 2022
Q3 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
6+ 9.23% |
$1.48K - $2.06K
|
71
$15K
|
|
|
Nov 08, 2022
Q3 2022
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
6+ 0.55% |
$1.48K - $2.06K
|
1.09K
$230K
|
|
|
Nov 09, 2022
Q3 2022
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
6+ 0.36% |
$1.48K - $2.06K
|
1.66K
$350K
|
|
|
Apr 04, 2024
Q3 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
5New |
$1.23K - $1.72K
|
5
$1.05K
|
|
|
Nov 01, 2022
Q3 2022
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
5+ 50.0% |
$1.23K - $1.72K
|
15
$3.16K
|
|
|
Oct 20, 2022
Q3 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
5+ 21.74% |
$1.23K - $1.72K
|
28
$5.9K
|
|
|
Nov 07, 2022
Q3 2022
|
Jnba Financial Advisors
|
BUY
|
- |
4New |
$984 - $1.37K
|
4
$843
|
|
|
Nov 14, 2022
Q3 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
4+ 7.27% |
$984 - $1.37K
|
59
$12.4K
|
|
|
Nov 09, 2022
Q3 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
4New |
$984 - $1.37K
|
4
$843
|
|
|
Aug 21, 2023
Q3 2022
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
3+ 2.83% |
$738 - $1.03K
|
109
$23K
|
|
|
Nov 08, 2022
Q3 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
2+ 4.17% |
$492 - $687
|
50
$10.5K
|
|
|
Oct 31, 2022
Q3 2022
|
Clean Yield Group
|
BUY
|
- |
2New |
$492 - $687
|
2
$422
|
|
|
Nov 07, 2022
Q3 2022
|
Spire Wealth Management
|
BUY
|
- |
2+ 0.78% |
$492 - $687
|
257
$54.2K
|
|
|
Nov 08, 2022
Q3 2022
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
1+ 4.76% |
$246 - $344
|
22
$4.64K
|
|
|
Nov 01, 2022
Q3 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 26, 2024
Q3 2022
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 28, 2022
Q3 2022
|
Addison Advisors LLC
|
SELL
|
- |
-1- 2.33% |
$246 - $344
|
42
$8.86K
|
|
|
Nov 04, 2022
Q3 2022
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-1- 0.61% |
$246 - $344
|
162
$34.2K
|
|
|
Oct 05, 2022
Q3 2022
|
First Hawaiian Bank
|
SELL
|
- |
-1- 0.02% |
$246 - $344
|
4.67K
$984K
|
|
|
Oct 13, 2022
Q3 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-1- 25.0% |
$246 - $344
|
3
$633
|
|
|
Nov 03, 2022
Q3 2022
|
Tru Independence LLC
|
SELL
|
- |
-1- 0.11% |
$246 - $344
|
944
$199K
|
|
|
Oct 05, 2022
Q3 2022
|
Canandaigua National Corp
|
SELL
|
- |
-2- 0.22% |
$492 - $687
|
926
$195K
|
|
|
Nov 09, 2022
Q3 2022
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-2- 0.04% |
$492 - $687
|
5.27K
$1.11M
|
|
|
Nov 07, 2023
Q3 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-3- 7.69% |
$738 - $1.03K
|
36
$7.59K
|
|
|
Oct 21, 2022
Q3 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-3- 15.79% |
$738 - $1.03K
|
16
$3.37K
|
|
|
Nov 16, 2022
Q3 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-3- 0.1% |
$738 - $1.03K
|
3.01K
$635K
|
|
|
Nov 14, 2022
Q3 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-3- 0.25% |
$738 - $1.03K
|
1.19K
$251K
|
|
|
Nov 21, 2022
Q3 2022
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-4- 0.41% |
$984 - $1.37K
|
962
$203K
|
|
|
Oct 20, 2022
Q3 2022
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-5- 0.14% |
$1.23K - $1.72K
|
3.65K
$770K
|
|
|
Nov 14, 2022
Q3 2022
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-6- 0.35% |
$1.48K - $2.06K
|
1.71K
$360K
|
|
|
Oct 24, 2022
Q3 2022
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-6- 75.0% |
$1.48K - $2.06K
|
2
$422
|
|
|
Aug 07, 2024
Q3 2022
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-8- 72.73% |
$1.97K - $2.75K
|
3
$633
|
|
|
Nov 02, 2022
Q3 2022
|
Security Asset Management
|
SELL
|
- |
-8- 0.06% |
$1.97K - $2.75K
|
14.5K
$3.06M
|
|
|
Oct 17, 2022
Q3 2022
|
Bartlett & Co. LLC
|
SELL
|
- |
-9- 56.25% |
$2.21K - $3.09K
|
7
$1.48K
|
|
|
Nov 14, 2022
Q3 2022
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-9- 34.62% |
$2.21K - $3.09K
|
17
$3.58K
|
|
|
Feb 14, 2024
Q3 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-9- 56.25% |
$2.21K - $3.09K
|
7
$1.48K
|
|
|
Oct 21, 2022
Q3 2022
|
Schubert & CO
|
SELL
|
- |
-10- 66.67% |
$2.46K - $3.44K
|
5
$1.05K
|
|
|
Nov 07, 2022
Q3 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-10- 0.47% |
$2.46K - $3.44K
|
2.13K
$448K
|
|
|
Nov 14, 2022
Q3 2022
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-12- 1.17% |
$2.95K - $4.12K
|
1.01K
$213K
|
|
|
Nov 03, 2022
Q3 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-12Closed |
$2.95K - $4.12K
|
0
$0
|