Purchases and Sales Made in Q3 2023 in West Pharmaceutical Services Inc (WST)
This table provides information about the institutional ownership of West Pharmaceutical Services Inc (WST) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 12, 2023
Q3 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
11New |
$3.9K - $4.54K
|
11
$3.64K
|
|
|
Nov 01, 2023
Q3 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
11+ 0.17% |
$3.9K - $4.54K
|
6.3K
$2.08M
|
|
|
Nov 03, 2023
Q3 2023
|
Larson Financial Group LLC
|
BUY
|
- |
11+ 40.74% |
$3.9K - $4.54K
|
38
$12.6K
|
|
|
Nov 14, 2023
Q3 2023
|
La Banque Postale Asset Management Sa
Paris, I0 |
BUY
|
- |
11+ 0.22% |
$3.9K - $4.54K
|
5.07K
$1.68M
|
|
|
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
10New |
$3.55K - $4.12K
|
10
$3.31K
|
|
|
Dec 06, 2023
Q3 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
10New |
$3.55K - $4.12K
|
10
$3.31K
|
|
|
Oct 12, 2023
Q3 2023
|
Moody National Bank Trust Division
|
BUY
|
- |
9+ 1.23% |
$3.19K - $3.71K
|
741
$245K
|
|
|
Jul 17, 2024
Q3 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
9+ 64.29% |
$3.19K - $3.71K
|
23
$7.6K
|
|
|
Nov 13, 2023
Q3 2023
|
Valley National Advisers Inc
|
BUY
|
- |
8+ 200.0% |
$2.84K - $3.3K
|
12
$3.97K
|
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
8+ 3.52% |
$2.84K - $3.3K
|
235
$77.7K
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
8+ 114.29% |
$2.84K - $3.3K
|
15
$4.96K
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
8New |
$2.84K - $3.3K
|
8
$2.64K
|
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
7+ 4.76% |
$2.48K - $2.89K
|
154
$50.9K
|
|
|
Oct 30, 2023
Q3 2023
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
7+ 0.05% |
$2.48K - $2.89K
|
14.1K
$4.66M
|
|
|
Nov 09, 2023
Q3 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
7+ 0.64% |
$2.48K - $2.89K
|
1.09K
$361K
|
|
|
Nov 08, 2023
Q3 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
7+ 0.8% |
$2.48K - $2.89K
|
885
$293K
|
|
|
Oct 26, 2023
Q3 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
7New |
$2.48K - $2.89K
|
7
$2.31K
|
|
|
Nov 14, 2023
Q3 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
6+ 0.18% |
$2.13K - $2.47K
|
3.34K
$1.1M
|
|
|
Oct 23, 2023
Q3 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
6New |
$2.13K - $2.47K
|
6
$1.98K
|
|
|
Oct 11, 2023
Q3 2023
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
6+ 0.26% |
$2.13K - $2.47K
|
2.27K
$751K
|
|
|
Nov 09, 2023
Q3 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
5New |
$1.77K - $2.06K
|
5
$1.65K
|
|
|
Oct 20, 2023
Q3 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
4+ 66.67% |
$1.42K - $1.65K
|
10
$3.31K
|
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
BUY
|
- |
4+ 100.0% |
$1.42K - $1.65K
|
8
$2.64K
|
|
|
May 28, 2024
Q3 2023
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
4+ 0.42% |
$1.42K - $1.65K
|
961
$318K
|
|
|
Nov 08, 2023
Q3 2023
|
Klr Investment Advisors, LLC
Providence, RI |
BUY
|
- |
3+ 0.18% |
$1.06K - $1.24K
|
1.64K
$541K
|
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
2+ 0.79% |
$710 - $825
|
254
$84K
|
|
|
Nov 13, 2023
Q3 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
2+ 66.67% |
$710 - $825
|
5
$1.65K
|
|
|
Dec 06, 2023
Q3 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
2+ 2.5% |
$710 - $825
|
82
$27.1K
|
|
|
Nov 07, 2023
Q3 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
2+ 1.08% |
$710 - $825
|
188
$62.1K
|
|
|
Oct 25, 2023
Q3 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
2+ 1.26% |
$710 - $825
|
161
$53.2K
|
|
|
Oct 17, 2023
Q3 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
1+ 11.11% |
$355 - $412
|
10
$3.31K
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
1+ 0.18% |
$355 - $412
|
568
$188K
|
|
|
Oct 19, 2023
Q3 2023
|
West End Advisors, LLC
|
BUY
|
- |
1New |
$355 - $412
|
1
$331
|
|
|
Nov 26, 2024
Q3 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 24, 2023
Q3 2023
|
Monte Financial Group, LLC
|
SELL
|
- |
-1- 0.05% |
$355 - $412
|
1.9K
$627K
|
|
|
Aug 08, 2024
Q3 2023
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-1- 7.69% |
$355 - $412
|
12
$3.97K
|
|
|
Nov 13, 2023
Q3 2023
|
Peak6 Investments LLC
Chicago, IL |
SELL
|
- |
-1- 33.33% |
$355 - $412
|
2
$661
|
|
|
Oct 13, 2023
Q3 2023
|
Pfg Advisors
|
SELL
|
- |
-1- 0.03% |
$355 - $412
|
3.63K
$1.2M
|
|
|
Oct 13, 2023
Q3 2023
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-2- 1.9% |
$710 - $825
|
103
$34K
|
|
|
Nov 13, 2023
Q3 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-2- 0.91% |
$710 - $825
|
218
$72.1K
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-2- 0.73% |
$710 - $825
|
273
$90.2K
|
|
|
Nov 13, 2023
Q3 2023
|
Glassman Wealth Services
|
SELL
|
- |
-3- 2.4% |
$1.06K - $1.24K
|
122
$40.3K
|
|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-4- 44.44% |
$1.42K - $1.65K
|
5
$1.65K
|
|
|
Nov 08, 2023
Q3 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-4- 4.35% |
$1.42K - $1.65K
|
88
$29.1K
|
|
|
Nov 14, 2023
Q3 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-4- 80.0% |
$1.42K - $1.65K
|
1
$331
|
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-4- 0.14% |
$1.42K - $1.65K
|
2.8K
$924K
|
|
|
Nov 08, 2023
Q3 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-5- 2.94% |
$1.77K - $2.06K
|
165
$54.5K
|
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-5- 0.48% |
$1.77K - $2.06K
|
1.03K
$340K
|
|
|
Oct 18, 2023
Q3 2023
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-5- 0.02% |
$1.77K - $2.06K
|
24.6K
$8.12M
|
|
|
Oct 16, 2023
Q3 2023
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-5- 0.71% |
$1.77K - $2.06K
|
703
$232K
|