Institutional Ownership Western Midstream Partners, LP (WES)
This table provides information about the institutional ownership of Western Midstream Partners, LP (WES). We have compiled data on the 314 institutions that hold shares in the stock, with a total of 152 Million shares, which have been reported (via 13F filing form) to have a value of $5.86 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
1,591
shares
|
$60,617
0.02% of portfolio
|
Q1 2024
Added 40.18%
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
1,576
shares
|
$60,045
0.02% of portfolio
|
Q1 2024
Added 310.42%
|
|
|
Farmers & Merchants Investments Inc
|
Jul 14, 2025 Q2 2025 |
1,566
shares
|
$59,664
0.0% of portfolio
|
Q1 2025
Reduced 38.97%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
1,525
shares
|
$58,102
0.01% of portfolio
|
Q4 2020
New holding
|
|
|
Iron Horse Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
1,495
shares
|
$56,959
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
1,367
shares
|
$52,082
0.02% of portfolio
|
Q1 2025
Added 2.17%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
1,337
shares
|
$50,939
0.01% of portfolio
|
Q2 2022
Added 2.69%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
1,331
shares
|
$50,711
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mcf Advisors LLC
Covington, KY |
Jul 15, 2025 Q2 2025 |
1,300
shares
|
$49,530
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
1,275
shares
|
$48,577
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
South State Corp
|
Aug 06, 2025 Q2 2025 |
1,251
shares
|
$47,663
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
1,121
shares
|
$42,710
0.0% of portfolio
|
Q2 2019
New holding
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
1,099
shares
|
$41,871
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
1,023
shares
|
$38,976
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
1,017
shares
|
$38,747
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
1,015
shares
|
$38,671
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Aug 08, 2025 Q2 2025 |
1,000
shares
|
$38,100
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Westside Investment Management, Inc.
|
Aug 05, 2025 Q2 2025 |
900
shares
|
$34,290
0.01% of portfolio
|
Q2 2019
New holding
|
|
|
American National Bank
|
Jul 16, 2025 Q2 2025 |
885
shares
|
$33,718
0.0% of portfolio
|
Q2 2025
Reduced 18.36%
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
849
shares
|
$32,346
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
788
shares
|
$30,022
0.0% of portfolio
|
Q1 2025
Added 31.33%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
May 12, 2025 Q1 2025 |
763
shares
|
$29,070
0.04% of portfolio
|
Q1 2025
Added 1856.41%
|
|
|
Gps Wealth Strategies Group, LLC
|
Aug 05, 2025 Q2 2025 |
726
shares
|
$27,660
0.0% of portfolio
|
Q2 2025
Added 2.25%
|
|
|
New Square Capital LLC
|
Aug 05, 2025 Q2 2025 |
715
shares
|
$27,241
0.0% of portfolio
|
Q2 2025
Reduced 4.67%
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
709
shares
|
$27,012
0.0% of portfolio
|
Q2 2022
Reduced 55.85%
|