Purchases and Sales Made in Q4 2023 in West Pharmaceutical Services Inc (WST)
This table provides information about the institutional ownership of West Pharmaceutical Services Inc (WST) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 05, 2024
Q4 2023
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
24New |
$7.64K - $9.41K
|
24
$6.16K
|
|
|
Jan 30, 2024
Q4 2023
|
Dakota Wealth Management
|
BUY
|
- |
24+ 1.36% |
$7.64K - $9.41K
|
1.79K
$460K
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
22+ 2.5% |
$7K - $8.63K
|
902
$231K
|
|
|
Jan 19, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
21+ 42.0% |
$6.68K - $8.24K
|
71
$18.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Ranger Investment Management, L.P.
Dallas, TX |
BUY
|
- |
21+ 123.53% |
$6.68K - $8.24K
|
38
$9.75K
|
|
|
Jun 14, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
21+ 42.0% |
$6.68K - $8.24K
|
71
$18.2K
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
20New |
$6.37K - $7.84K
|
20
$5.13K
|
|
|
Jan 10, 2024
Q4 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
18+ 0.47% |
$5.73K - $7.06K
|
3.89K
$998K
|
|
|
Feb 15, 2024
Q4 2023
|
Kensington Investment Counsel, LLC
|
BUY
|
- |
17+ 1.09% |
$5.41K - $6.67K
|
1.58K
$405K
|
|
|
Feb 08, 2024
Q4 2023
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
16+ 0.1% |
$5.09K - $6.28K
|
15.3K
$3.92M
|
|
|
Jan 25, 2024
Q4 2023
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
16New |
$5.09K - $6.28K
|
16
$4.11K
|
|
|
Jan 08, 2024
Q4 2023
|
First Affirmative Financial Network
|
BUY
|
- |
16+ 2.0% |
$5.09K - $6.28K
|
817
$210K
|
|
|
Feb 14, 2024
Q4 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
15+ 2.53% |
$4.77K - $5.88K
|
607
$156K
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
13+ 8.44% |
$4.14K - $5.1K
|
167
$42.9K
|
|
|
Feb 02, 2024
Q4 2023
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
13+ 1.06% |
$4.14K - $5.1K
|
1.24K
$317K
|
|
|
Feb 13, 2024
Q4 2023
|
Loomis Sayles & CO L P
|
BUY
|
- |
13New |
$4.14K - $5.1K
|
13
$3.34K
|
|
|
Feb 08, 2024
Q4 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
13+ 1.19% |
$4.14K - $5.1K
|
1.11K
$284K
|
|
|
Jan 02, 2024
Q4 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
13New |
$4.14K - $5.1K
|
13
$3.34K
|
|
|
Jan 16, 2024
Q4 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
12+ 1.64% |
$3.82K - $4.71K
|
745
$191K
|
|
|
Jan 23, 2024
Q4 2023
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
12+ 1.53% |
$3.82K - $4.71K
|
796
$204K
|
|
|
Feb 14, 2024
Q4 2023
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
12+ 0.72% |
$3.82K - $4.71K
|
1.68K
$430K
|
|
|
Feb 08, 2024
Q4 2023
|
Klr Investment Advisors, LLC
Providence, RI |
BUY
|
- |
11+ 0.67% |
$3.5K - $4.31K
|
1.65K
$423K
|
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
11+ 1.37% |
$3.5K - $4.31K
|
813
$209K
|
|
|
Jan 18, 2024
Q4 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
11New |
$3.5K - $4.31K
|
11
$2.82K
|
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
11New |
$3.5K - $4.31K
|
11
$2.82K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
11+ 0.47% |
$3.5K - $4.31K
|
2.34K
$601K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
10New |
$3.18K - $3.92K
|
10
$2.57K
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
10+ 0.08% |
$3.18K - $3.92K
|
12.5K
$3.21M
|
|
|
Feb 14, 2024
Q4 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
9+ 0.27% |
$2.86K - $3.53K
|
3.35K
$860K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
8+ 3.45% |
$2.55K - $3.14K
|
240
$61.6K
|
|
|
Feb 07, 2024
Q4 2023
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
8+ 0.06% |
$2.55K - $3.14K
|
14.1K
$3.62M
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
8New |
$2.55K - $3.14K
|
8
$2.05K
|
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
7+ 8.54% |
$2.23K - $2.75K
|
89
$22.8K
|
|
|
Jan 31, 2024
Q4 2023
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
7New |
$2.23K - $2.75K
|
7
$1.8K
|
|
|
Feb 09, 2024
Q4 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
7New |
$2.23K - $2.75K
|
7
$1.8K
|
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
7New |
$2.23K - $2.75K
|
7
$1.8K
|
|
|
May 30, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
7+ 0.88% |
$2.23K - $2.75K
|
799
$205K
|
|
|
Aug 15, 2025
Q4 2023
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
BUY
|
- |
6New |
$1.91K - $2.35K
|
6
$1.54K
|
|
|
Jan 17, 2024
Q4 2023
|
First Pacific Financial
|
BUY
|
- |
6New |
$1.91K - $2.35K
|
6
$1.54K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
BUY
|
- |
6+ 4.92% |
$1.91K - $2.35K
|
128
$32.8K
|
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
6New |
$1.91K - $2.35K
|
6
$1.54K
|
|
|
Jan 08, 2024
Q4 2023
|
Country Trust Bank
|
BUY
|
- |
6New |
$1.91K - $2.35K
|
6
$1.54K
|
|
|
Feb 12, 2024
Q4 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
5+ 250.0% |
$1.59K - $1.96K
|
7
$1.8K
|
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
5New |
$1.59K - $1.96K
|
5
$1.28K
|
|
|
Jul 31, 2024
Q4 2023
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
4+ 30.77% |
$1.27K - $1.57K
|
17
$4.36K
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
3New |
$955 - $1.18K
|
3
$770
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
2+ 0.35% |
$637 - $784
|
570
$146K
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
2New |
$637 - $784
|
2
$513
|
|
|
May 28, 2024
Q4 2023
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
2+ 0.21% |
$637 - $784
|
963
$247K
|
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
2New |
$637 - $784
|
2
$513
|