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 317 institutions that hold shares in the stock, with a total of 160 Million shares, which have been reported (via 13F filing form) to have a value of $6.13 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 |
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
64,266
shares
|
$2.46 Million
0.3% of portfolio
|
Q2 2024
Added 2.87%
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
64,124
shares
|
$2.45 Million
0.34% of portfolio
|
Q1 2025
Added 63.92%
|
|
|
Caption Management, LLC
Oklahoma City, OK |
Feb 14, 2025 Q4 2024 |
62,830
shares
|
$2.4 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
60,202
shares
|
$2.3 Million
0.01% of portfolio
|
Q1 2025
Added 47.15%
|
|
|
Pacer Advisors, Inc.
Malvern, PA |
May 06, 2025 Q1 2025 |
59,722
shares
|
$2.28 Million
0.01% of portfolio
|
Q1 2025
Added 15.52%
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
58,099
shares
|
$2.22 Million
0.02% of portfolio
|
Q1 2025
Added 20.27%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
57,576
shares
|
$2.2 Million
0.0% of portfolio
|
Q1 2025
Added 17.98%
|
|
|
Elco Management Co., LLC
New York, NY |
May 01, 2025 Q1 2025 |
56,390
shares
|
$2.16 Million
1.3% of portfolio
|
Q1 2025
Reduced 0.01%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
53,328
shares
|
$2.04 Million
0.01% of portfolio
|
Q4 2024
Added 1.86%
|
|
|
Kovitz Investment Group Partners, LLC
|
May 13, 2025 Q1 2025 |
53,144
shares
|
$2.03 Million
0.01% of portfolio
|
Q1 2025
Reduced 23.39%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
52,450
shares
|
$2.01 Million
0.0% of portfolio
|
Q1 2025
Added 24.01%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
50,666
shares
|
$1.94 Million
0.01% of portfolio
|
Q4 2024
Added 357.44%
|
|
|
Chilton Capital Management LLC
Houston, TX |
Apr 29, 2025 Q1 2025 |
49,297
shares
|
$1.88 Million
0.09% of portfolio
|
Q1 2025
Reduced 2.65%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
47,655
shares
|
$1.82 Million
0.01% of portfolio
|
Q1 2025
Added 3.83%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
46,680
shares
|
$1.78 Million
1.1% of portfolio
|
Q1 2025
Reduced 3.66%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Apr 23, 2025 Q1 2025 |
45,506
shares
|
$1.74 Million
0.08% of portfolio
|
Q1 2025
Added 8.6%
|
|
|
Cfm Wealth Partners LLC
|
Apr 24, 2025 Q1 2025 |
44,944
shares
|
$1.72 Million
0.33% of portfolio
|
Q1 2025
Added 28.26%
|
|
|
Van Eck Associates Corp
|
Jan 29, 2025 Q4 2024 |
42,612
shares
|
$1.63 Million
0.0% of portfolio
|
Q4 2024
Added 39.18%
|
|
|
Stephens Inc
|
May 01, 2025 Q1 2025 |
41,654
shares
|
$1.59 Million
0.03% of portfolio
|
Q1 2025
Added 6.28%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
41,276
shares
|
$1.58 Million
0.0% of portfolio
|
Q1 2025
Added 369.58%
|
|
|
Basso Capital Management, L.P.
Stamford, CT |
May 12, 2025 Q1 2025 |
41,150
shares
|
$1.57 Million
1.49% of portfolio
|
Q2 2023
Reduced 4.75%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Apr 21, 2025 Q1 2025 |
39,363
shares
|
$1.5 Million
0.1% of portfolio
|
Q1 2025
Added 17.77%
|
|
|
Oppenheimer Asset Management Inc.
New York, NY |
Apr 22, 2025 Q1 2025 |
39,251
shares
|
$1.5 Million
0.02% of portfolio
|
Q1 2025
Reduced 33.1%
|
|
|
Keybank National Association
|
Apr 28, 2025 Q1 2025 |
36,834
shares
|
$1.41 Million
0.01% of portfolio
|
Q1 2025
Reduced 5.32%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
36,270
shares
|
$1.39 Million
0.0% of portfolio
|
Q3 2023
Reduced 27.73%
|