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 |
|
Princeton Global Asset Management LLC
|
Jul 29, 2025 Q2 2025 |
700
shares
|
$26,670
0.01% of portfolio
|
Q1 2025
Added 133.33%
|
|
|
Avion Wealth
The Woodlands, TX |
Jul 30, 2025 Q2 2025 |
600
shares
|
$22,860
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Truvestments Capital LLC
Sarasota, FL |
May 14, 2025 Q1 2025 |
585
shares
|
$22,288
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
517
shares
|
$19,697
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jul 14, 2025 Q2 2025 |
500
shares
|
$19,050
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
478
shares
|
$18,211
0.0% of portfolio
|
Q1 2025
Reduced 39.03%
|
|
|
Heritage Wealth Advisors
|
May 08, 2025 Q1 2025 |
375
shares
|
$14,287
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
347
shares
|
$13,220
0.0% of portfolio
|
Q2 2025
Reduced 27.86%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Jul 10, 2025 Q2 2025 |
343
shares
|
$13,068
0.0% of portfolio
|
Q2 2025
Added 2.39%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
295
shares
|
$11,239
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
210
shares
|
$8,001
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
200
shares
|
$7,620
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
180
shares
|
$6,858
0.0% of portfolio
|
Q1 2025
Reduced 84.75%
|
|
|
Vision Financial Markets LLC
Stamford, CT |
Aug 01, 2025 Q2 2025 |
150
shares
|
$5,715
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Russell Investments Group, Ltd.
|
May 13, 2025 Q1 2025 |
150
shares
|
$5,715
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
130
shares
|
$4,953
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
West Financial Advisors, LLC
|
Jul 21, 2025 Q2 2025 |
110
shares
|
$4,191
0.0% of portfolio
|
Q2 2025
Added 2.8%
|
|
|
Perritt Capital Management Inc
Chicago, IL |
May 13, 2025 Q1 2025 |
109
shares
|
$4,152
0.0% of portfolio
|
Q4 2024
Added 1.87%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
May 15, 2025 Q1 2025 |
100
shares
|
$3,810
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
May 05, 2025 Q1 2025 |
80
shares
|
$3,048
0.0% of portfolio
|
Q1 2025
Added 1.27%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
49
shares
|
$1,866
0.0% of portfolio
|
Q3 2024
Reduced 54.21%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
31
shares
|
$1,181
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Aug 04, 2025 Q2 2025 |
10
shares
|
$381
0.0% of portfolio
|
Q2 2025
Added 11.11%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
May 13, 2025 Q1 2025 |
9
shares
|
$342
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Westend Capital Management, LLC
Sausalito, CA |
Jul 14, 2025 Q2 2025 |
2
shares
|
$76
0.0% of portfolio
|
Q2 2024
New holding
|