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 340 institutions that hold shares in the stock, with a total of 150 Million shares, which have been reported (via 13F filing form) to have a value of $5.81 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Quantum Financial Planning Services, Inc.
Spokane, WA |
Jan 14, 2026 Q4 2025 |
8,000
shares
|
$309,520
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Hb Wealth Management, LLC
|
Oct 23, 2025 Q3 2025 |
7,900
shares
|
$305,651
0.0% of portfolio
|
Q3 2025
Added 4.0%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Nov 14, 2025 Q3 2025 |
7,828
shares
|
$302,865
0.01% of portfolio
|
Q3 2025
Added 2.14%
|
|
|
Westover Capital Advisors, LLC
Wilmington, DE |
Nov 06, 2025 Q3 2025 |
7,700
shares
|
$297,913
0.06% of portfolio
|
Q2 2024
New holding
|
|
|
South Street Advisors LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
7,500
shares
|
$290,175
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
7,450
shares
|
$288,240
0.01% of portfolio
|
Q2 2025
Reduced 2.61%
|
|
|
Moody National Bank Trust Division
|
Jan 12, 2026 Q4 2025 |
7,420
shares
|
$287,079
0.03% of portfolio
|
Q4 2025
Added 1.31%
|
|
|
Nuveen, LLC
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
7,403
shares
|
$286,422
0.0% of portfolio
|
Q3 2025
Added 0.16%
|
|
|
Nuveen Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
7,137
shares
|
$276,130
0.0% of portfolio
|
Q4 2024
Reduced 4.12%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
7,022
shares
|
$271,681
0.0% of portfolio
|
Q3 2025
Added 3.75%
|
|
|
Outlook Wealth Advisors, LLC
|
Oct 30, 2025 Q3 2025 |
6,954
shares
|
$269,050
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Investors Asset Management Of Georgia Inc
|
Oct 23, 2025 Q3 2025 |
6,932
shares
|
$268,199
0.12% of portfolio
|
Q2 2024
Reduced 4.58%
|
|
|
Fulcrum Asset Management LLP
London, X0 |
Nov 24, 2025 Q3 2025 |
6,884
shares
|
$266,341
0.07% of portfolio
|
Q2 2025
Added 556.87%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
6,718
shares
|
$259,919
0.0% of portfolio
|
Q2 2025
Reduced 0.87%
|
|
|
Stratos Wealth Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
6,683
shares
|
$258,565
0.0% of portfolio
|
Q3 2025
Added 12.11%
|
|
|
Schulhoff & CO Inc
|
Nov 10, 2025 Q3 2025 |
6,500
shares
|
$251,484
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
Curated Wealth Partners LLC
|
Jan 12, 2026 Q4 2025 |
6,400
shares
|
$247,616
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
6,373
shares
|
$246,571
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Hickory Point Bank & Trust
Decatur, IL |
Jan 12, 2026 Q4 2025 |
6,350
shares
|
$245,681
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Arista Wealth Management, LLC
Las Vegas, NV |
Nov 06, 2025 Q3 2025 |
6,300
shares
|
$243,747
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
6,250
shares
|
$241,812
0.0% of portfolio
|
Q3 2025
Added 1.63%
|
|
|
Hollow Brook Wealth Management LLC
|
Nov 14, 2025 Q3 2025 |
6,176
shares
|
$238,949
0.06% of portfolio
|
Q2 2025
Added 8.81%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
6,107
shares
|
$236,279
0.0% of portfolio
|
Q3 2025
Reduced 8.1%
|
|
|
Highlander Partners, L.P.
|
Nov 13, 2025 Q3 2025 |
6,100
shares
|
$236,009
0.09% of portfolio
|
Q1 2024
New holding
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
Nov 10, 2025 Q3 2025 |
5,993
shares
|
$231,869
0.0% of portfolio
|
Q3 2024
Added 12.27%
|
|