Purchases and Sales Made in Q4 2022 in West Pharmaceutical Services Inc (WST)
This table provides information about the institutional ownership of West Pharmaceutical Services Inc (WST) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
16+ 1.38% |
$3.35K - $4.19K
|
1.18K
$261K
|
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
BUY
|
- |
14+ 5.45% |
$2.93K - $3.66K
|
271
$60.1K
|
|
|
Feb 08, 2023
Q4 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
13+ 0.39% |
$2.72K - $3.4K
|
3.31K
$733K
|
|
|
Feb 10, 2023
Q4 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
13+ 2.64% |
$2.72K - $3.4K
|
506
$112K
|
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
BUY
|
- |
13+ 0.04% |
$2.72K - $3.4K
|
29.9K
$6.62M
|
|
|
Jan 24, 2023
Q4 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
13New |
$2.72K - $3.4K
|
13
$2.88K
|
|
|
Feb 13, 2023
Q4 2022
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
13+ 1.35% |
$2.72K - $3.4K
|
975
$216K
|
|
|
Feb 13, 2023
Q4 2022
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
13+ 1.38% |
$2.72K - $3.4K
|
953
$211K
|
|
|
Feb 13, 2023
Q4 2022
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
12+ 0.08% |
$2.51K - $3.14K
|
15.7K
$3.47M
|
|
|
Jan 19, 2023
Q4 2022
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
11New |
$2.3K - $2.88K
|
11
$2.44K
|
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
10New |
$2.09K - $2.62K
|
10
$2.22K
|
|
|
Feb 10, 2023
Q4 2022
|
Summit Creek Advisors LLC
Minneapolis, MN |
BUY
|
- |
9+ 0.84% |
$1.88K - $2.35K
|
1.08K
$239K
|
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
BUY
|
- |
9+ 5.45% |
$1.88K - $2.35K
|
174
$38.6K
|
|
|
Aug 07, 2024
Q4 2022
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
8+ 266.67% |
$1.67K - $2.09K
|
11
$2.44K
|
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
8+ 3.25% |
$1.67K - $2.09K
|
254
$56.3K
|
|
|
Feb 10, 2023
Q4 2022
|
Loomis Sayles & CO L P
|
BUY
|
- |
8+ 19.05% |
$1.67K - $2.09K
|
50
$11.1K
|
|
|
Jan 31, 2023
Q4 2022
|
Schubert & CO
|
BUY
|
- |
7+ 140.0% |
$1.47K - $1.83K
|
12
$2.66K
|
|
|
Feb 07, 2023
Q4 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
7+ 175.0% |
$1.47K - $1.83K
|
11
$2.44K
|
|
|
Feb 13, 2023
Q4 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
7+ 41.18% |
$1.47K - $1.83K
|
24
$5.32K
|
|
|
Jan 27, 2023
Q4 2022
|
Baldwin Brothers LLC
|
BUY
|
- |
7New |
$1.47K - $1.83K
|
7
$1.55K
|
|
|
Jan 12, 2023
Q4 2022
|
First Hawaiian Bank
|
BUY
|
- |
6+ 0.13% |
$1.26K - $1.57K
|
4.67K
$1.04M
|
|
|
Jan 23, 2023
Q4 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
5+ 166.67% |
$1.05K - $1.31K
|
8
$1.77K
|
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
4New |
$837 - $1.05K
|
4
$886
|
|
|
Feb 13, 2023
Q4 2022
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
4New |
$837 - $1.05K
|
4
$886
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
4New |
$837 - $1.05K
|
4
$886
|
|
|
Jan 10, 2023
Q4 2022
|
Coldstream Capital Management Inc
|
BUY
|
- |
4+ 0.31% |
$837 - $1.05K
|
1.3K
$288K
|
|
|
Feb 07, 2023
Q4 2022
|
Canandaigua National Corp
|
BUY
|
- |
3+ 0.32% |
$628 - $785
|
929
$206K
|
|
|
Jan 24, 2023
Q4 2022
|
Mascoma Wealth Management LLC
|
BUY
|
- |
3+ 6.0% |
$628 - $785
|
53
$11.7K
|
|
|
Jan 06, 2023
Q4 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
3+ 4.23% |
$628 - $785
|
74
$16.4K
|
|
|
Dec 18, 2023
Q4 2022
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
2New |
$419 - $523
|
2
$443
|
|
|
Feb 03, 2023
Q4 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1+ 2.86% |
$209 - $262
|
36
$7.98K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
1New |
$209 - $262
|
1
$222
|
|
|
Feb 15, 2023
Q4 2022
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
1New |
$209 - $262
|
1
$222
|
|
|
Feb 06, 2023
Q4 2022
|
Glassman Wealth Services
|
BUY
|
- |
1+ 0.85% |
$209 - $262
|
119
$26.4K
|
|
|
Feb 13, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
1New |
$209 - $262
|
1
$222
|
|
|
Jan 11, 2023
Q4 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1New |
$209 - $262
|
1
$222
|
|
|
Feb 09, 2023
Q4 2022
|
Longfellow Investment Management CO LLC
Boston, MA |
BUY
|
- |
1+ 33.33% |
$209 - $262
|
4
$886
|
|
|
Nov 26, 2024
Q4 2022
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-1- 33.33% |
$209 - $262
|
2
$443
|
|
|
Feb 14, 2023
Q4 2022
|
Pdt Partners, LLC
New York, NY |
SELL
|
- |
-1- 0.02% |
$209 - $262
|
4.38K
$971K
|
|
|
Apr 04, 2024
Q4 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-1- 20.0% |
$209 - $262
|
4
$886
|
|
|
Jan 27, 2023
Q4 2022
|
Mv Capital Management, Inc.
|
SELL
|
- |
-2- 1.12% |
$419 - $523
|
177
$39.2K
|
|
|
Jan 30, 2023
Q4 2022
|
Tru Independence LLC
|
SELL
|
- |
-2- 0.21% |
$419 - $523
|
942
$209K
|
|
|
Feb 08, 2023
Q4 2022
|
Sierra Capital LLC
|
SELL
|
- |
-2- 4.08% |
$419 - $523
|
47
$10.4K
|
|
|
Jan 31, 2023
Q4 2022
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-3- 1.6% |
$628 - $785
|
184
$40.8K
|
|
|
Feb 07, 2023
Q4 2022
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-4- 26.67% |
$837 - $1.05K
|
11
$2.44K
|
|
|
Feb 01, 2023
Q4 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-4- 50.0% |
$837 - $1.05K
|
4
$886
|
|
|
Feb 09, 2023
Q4 2022
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-6- 0.55% |
$1.26K - $1.57K
|
1.09K
$240K
|
|
|
Feb 14, 2024
Q4 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-7Closed |
$1.47K - $1.83K
|
0
$0
|
|
|
Jan 20, 2023
Q4 2022
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-7- 0.14% |
$1.47K - $1.83K
|
4.85K
$1.07M
|