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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2023
Q4 2022
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
13+ 1.38% |
$2.72K - $3.4K
|
953
$315K
|
|
|
Feb 13, 2023
Q4 2022
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
13+ 1.35% |
$2.72K - $3.4K
|
975
$322K
|
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
BUY
|
- |
13+ 0.04% |
$2.72K - $3.4K
|
29.9K
$9.88M
|
|
|
Jan 24, 2023
Q4 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
13New |
$2.72K - $3.4K
|
13
$4.3K
|
|
|
Feb 10, 2023
Q4 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
13+ 2.64% |
$2.72K - $3.4K
|
506
$167K
|
|
|
Feb 08, 2023
Q4 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
13+ 0.39% |
$2.72K - $3.4K
|
3.31K
$1.09M
|
|
|
Feb 13, 2023
Q4 2022
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
12+ 0.08% |
$2.51K - $3.14K
|
15.7K
$5.18M
|
|
|
Jan 19, 2023
Q4 2022
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
11New |
$2.3K - $2.88K
|
11
$3.64K
|
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
10New |
$2.09K - $2.62K
|
10
$3.31K
|
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
BUY
|
- |
9+ 5.45% |
$1.88K - $2.35K
|
174
$57.5K
|
|
|
Feb 10, 2023
Q4 2022
|
Summit Creek Advisors LLC
Minneapolis, MN |
BUY
|
- |
9+ 0.84% |
$1.88K - $2.35K
|
1.08K
$356K
|
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
8+ 3.25% |
$1.67K - $2.09K
|
254
$84K
|
|
|
Aug 07, 2024
Q4 2022
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
8+ 266.67% |
$1.67K - $2.09K
|
11
$3.64K
|
|
|
Feb 10, 2023
Q4 2022
|
Loomis Sayles & CO L P
|
BUY
|
- |
8+ 19.05% |
$1.67K - $2.09K
|
50
$16.5K
|
|
|
Jan 27, 2023
Q4 2022
|
Baldwin Brothers LLC
|
BUY
|
- |
7New |
$1.47K - $1.83K
|
7
$2.31K
|
|
|
Jan 31, 2023
Q4 2022
|
Schubert & CO
|
BUY
|
- |
7+ 140.0% |
$1.47K - $1.83K
|
12
$3.97K
|
|
|
Feb 13, 2023
Q4 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
7+ 41.18% |
$1.47K - $1.83K
|
24
$7.93K
|
|
|
Feb 07, 2023
Q4 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
7+ 175.0% |
$1.47K - $1.83K
|
11
$3.64K
|
|
|
Jan 12, 2023
Q4 2022
|
First Hawaiian Bank
|
BUY
|
- |
6+ 0.13% |
$1.26K - $1.57K
|
4.67K
$1.54M
|
|
|
Jan 23, 2023
Q4 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
5+ 166.67% |
$1.05K - $1.31K
|
8
$2.64K
|
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
4New |
$837 - $1.05K
|
4
$1.32K
|
|
|
Feb 13, 2023
Q4 2022
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
4New |
$837 - $1.05K
|
4
$1.32K
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
4New |
$837 - $1.05K
|
4
$1.32K
|
|
|
Jan 10, 2023
Q4 2022
|
Coldstream Capital Management Inc
|
BUY
|
- |
4+ 0.31% |
$837 - $1.05K
|
1.3K
$429K
|
|
|
Jan 06, 2023
Q4 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
3+ 4.23% |
$628 - $785
|
74
$24.5K
|
|
|
Jan 24, 2023
Q4 2022
|
Mascoma Wealth Management LLC
|
BUY
|
- |
3+ 6.0% |
$628 - $785
|
53
$17.5K
|
|
|
Feb 07, 2023
Q4 2022
|
Canandaigua National Corp
|
BUY
|
- |
3+ 0.32% |
$628 - $785
|
929
$307K
|
|
|
Dec 18, 2023
Q4 2022
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
2New |
$419 - $523
|
2
$661
|
|
|
Feb 09, 2023
Q4 2022
|
Longfellow Investment Management CO LLC
Boston, MA |
BUY
|
- |
1+ 33.33% |
$209 - $262
|
4
$1.32K
|
|
|
Feb 15, 2023
Q4 2022
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
1New |
$209 - $262
|
1
$331
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
1New |
$209 - $262
|
1
$331
|
|
|
Jan 11, 2023
Q4 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1New |
$209 - $262
|
1
$331
|
|
|
Feb 03, 2023
Q4 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1+ 2.86% |
$209 - $262
|
36
$11.9K
|
|
|
Feb 13, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
1New |
$209 - $262
|
1
$331
|
|
|
Feb 06, 2023
Q4 2022
|
Glassman Wealth Services
|
BUY
|
- |
1+ 0.85% |
$209 - $262
|
119
$39.3K
|
|
|
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
$661
|
|
|
Feb 14, 2023
Q4 2022
|
Pdt Partners, LLC
New York, NY |
SELL
|
- |
-1- 0.02% |
$209 - $262
|
4.38K
$1.45M
|
|
|
Apr 04, 2024
Q4 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-1- 20.0% |
$209 - $262
|
4
$1.32K
|
|
|
Jan 30, 2023
Q4 2022
|
Tru Independence LLC
|
SELL
|
- |
-2- 0.21% |
$419 - $523
|
942
$311K
|
|
|
Feb 08, 2023
Q4 2022
|
Sierra Capital LLC
|
SELL
|
- |
-2- 4.08% |
$419 - $523
|
47
$15.5K
|
|
|
Jan 27, 2023
Q4 2022
|
Mv Capital Management, Inc.
|
SELL
|
- |
-2- 1.12% |
$419 - $523
|
177
$58.5K
|
|
|
Jan 31, 2023
Q4 2022
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-3- 1.6% |
$628 - $785
|
184
$60.8K
|
|
|
Feb 01, 2023
Q4 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-4- 50.0% |
$837 - $1.05K
|
4
$1.32K
|
|
|
Feb 07, 2023
Q4 2022
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-4- 26.67% |
$837 - $1.05K
|
11
$3.64K
|
|
|
Feb 09, 2023
Q4 2022
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-6- 0.55% |
$1.26K - $1.57K
|
1.09K
$359K
|
|
|
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
$1.6M
|
|
|
Feb 17, 2023
Q4 2022
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-8- 3.9% |
$1.67K - $2.09K
|
197
$65.1K
|
|
|
Jan 24, 2023
Q4 2022
|
Courier Capital LLC
|
SELL
|
- |
-10- 1.07% |
$2.09K - $2.62K
|
922
$305K
|