Institutional Ownership West Bancorporation Inc (WTBA)
This table provides information about the institutional ownership of West Bancorporation Inc (WTBA). We have compiled data on the 90 institutions that hold shares in the stock, with a total of 6.33 Million shares, which have been reported (via 13F filing form) to have a value of $124 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Northwest Bank & Trust CO
Davenport, IA |
Feb 18, 2025 Q4 2024 |
155
shares
|
$3,045
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
126
shares
|
$2,475
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Capital Advisors, Ltd. LLC
|
Apr 15, 2025 Q1 2025 |
123
shares
|
$2,416
0.0% of portfolio
|
Q2 2023
Added 179.55%
|
|
|
Jnba Financial Advisors
|
Apr 25, 2025 Q1 2025 |
100
shares
|
$1,964
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
58
shares
|
$1,139
0.0% of portfolio
|
Q2 2025
Reduced 12.12%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
54
shares
|
$1,061
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Russell Investments Group, Ltd.
|
May 13, 2025 Q1 2025 |
43
shares
|
$844
0.0% of portfolio
|
Q1 2025
Reduced 63.87%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
35
shares
|
$687
0.0% of portfolio
|
Q1 2025
Added 12.9%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
20
shares
|
$393
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
15
shares
|
$294
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
13
shares
|
$255
0.0% of portfolio
|
Q1 2025
Reduced 80.0%
|
|
|
Covestor LTD
Boston, MA |
May 12, 2025 Q1 2025 |
9
shares
|
$176
0.0% of portfolio
|
Q1 2025
Reduced 35.71%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
May 01, 2025 Q1 2025 |
4
shares
|
$78
0.0% of portfolio
|
Q1 2025
Added 33.33%
|
|
|
True Wealth Design, LLC
Akron, OH |
May 13, 2025 Q1 2025 |
3
shares
|
$58
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|