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 |
|
Wambolt & Associates, LLC
|
May 09, 2025 Q1 2025 |
22,209
shares
|
$849,050
0.31% of portfolio
|
Q4 2024
New holding
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
22,155
shares
|
$846,985
0.0% of portfolio
|
Q1 2025
Added 2.51%
|
|
|
Chicago Partners Investment Group LLC
|
May 09, 2025 Q1 2025 |
22,025
shares
|
$842,015
0.03% of portfolio
|
Q1 2025
Reduced 10.14%
|
|
|
Blue Path Capital Management, LLC
Atlanta, GA |
May 06, 2025 Q1 2025 |
21,640
shares
|
$827,297
0.51% of portfolio
|
Q1 2025
New holding
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
21,064
shares
|
$805,276
0.01% of portfolio
|
Q4 2024
Added 6.58%
|
|
|
Autumn Glory Partners, LLC
|
Apr 21, 2025 Q1 2025 |
21,000
shares
|
$802,829
0.42% of portfolio
|
Q1 2025
Added 23.82%
|
|
|
Custom Index Systems, LLC
New York, NY |
May 14, 2025 Q1 2025 |
19,795
shares
|
$756,762
0.41% of portfolio
|
Q1 2025
Reduced 35.81%
|
|
|
Avalon Investment & Advisory
Houston, TX |
May 15, 2023 Q1 2023 |
19,660
shares
|
$751,601
0.01% of portfolio
|
Q1 2023
Added 57.03%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
19,241
shares
|
$735,583
0.01% of portfolio
|
Q4 2024
Added 11.01%
|
|
|
Hardy Reed LLC
|
May 02, 2025 Q1 2025 |
18,850
shares
|
$720,635
0.07% of portfolio
|
Q4 2024
Added 26.94%
|
|
|
Jump Financial, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
18,418
shares
|
$704,120
0.02% of portfolio
|
Q4 2024
Reduced 86.88%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
18,391
shares
|
$703,087
0.0% of portfolio
|
Q1 2025
Reduced 24.87%
|
|
|
Bramshill Investments, LLC
Naples, FL |
Feb 14, 2025 Q4 2024 |
18,336
shares
|
$700,985
0.11% of portfolio
|
Q4 2024
Reduced 4.65%
|
|
|
Novem Group
Rochester, NY |
Apr 28, 2025 Q1 2025 |
18,141
shares
|
$693,530
0.1% of portfolio
|
Q1 2025
Added 0.25%
|
|
|
Imc Chicago, LLC
|
Apr 14, 2025 Q1 2025 |
17,991
shares
|
$687,795
0.03% of portfolio
|
Q1 2025
Reduced 29.91%
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
17,971
shares
|
$687,031
0.0% of portfolio
|
Q1 2025
Reduced 12.77%
|
|
|
Caprock Group, Inc.
|
Jan 23, 2025 Q4 2024 |
17,869
shares
|
$683,131
0.02% of portfolio
|
Q4 2024
Added 236.9%
|
|
|
Peak6 Investments LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
17,342
shares
|
$662,984
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Rockwood Wealth Management, LLC
New Hope, PA |
Apr 14, 2025 Q1 2025 |
16,713
shares
|
$638,937
0.07% of portfolio
|
Q2 2023
Reduced 50.0%
|
|
|
High Tower Trust Services, Lta
|
Apr 20, 2023 Q1 2023 |
15,676
shares
|
$599,293
0.04% of portfolio
|
Q1 2023
Added 97.65%
|
|
|
Oxinas Partners Wealth Management LLC
|
Apr 11, 2025 Q1 2025 |
15,122
shares
|
$578,114
0.39% of portfolio
|
Q2 2024
Reduced 21.48%
|
|
|
Bollard Group LLC
Boston, MA |
Feb 14, 2025 Q4 2024 |
13,808
shares
|
$527,879
0.01% of portfolio
|
Q4 2024
Added 2.36%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
May 12, 2025 Q1 2025 |
13,665
shares
|
$522,412
0.01% of portfolio
|
Q1 2025
Reduced 1.8%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
13,336
shares
|
$509,835
0.02% of portfolio
|
Q4 2024
Reduced 0.01%
|
|
|
Morningstar Investment Management LLC
Chicago, IL |
May 07, 2025 Q1 2025 |
13,301
shares
|
$508,497
0.05% of portfolio
|
Q1 2025
Reduced 52.51%
|