Institutional Ownership Westrock Coffee Holdings, LLC (WEST)
This table provides information about the institutional ownership of Westrock Coffee Holdings, LLC (WEST). We have compiled data on the 125 institutions that hold shares in the stock, with a total of 35.5 Million shares, which have been reported (via 13F filing form) to have a value of $234 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Patriot Investment Management Inc.
|
Jan 21, 2025 Q4 2024 |
12,061
shares
|
$77,914
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
12,000
shares
|
$77,520
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 07, 2024 Q3 2024 |
12,000
shares
|
$77,520
0.0% of portfolio
|
Q3 2024
Reduced 0.51%
|
|
|
Brainard Capital Management LLC
Austin, TX |
May 09, 2023 Q1 2023 |
12,000
shares
|
$77,520
0.11% of portfolio
|
Q4 2022
New holding
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
11,477
shares
|
$74,141
0.0% of portfolio
|
Q3 2024
Reduced 64.99%
|
|
|
Exodus Point Capital Management, LP
New York, NY |
Nov 12, 2024 Q3 2024 |
11,387
shares
|
$73,560
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
11,068
shares
|
$71,499
0.0% of portfolio
|
Q3 2024
Reduced 2.48%
|
|
|
Townsquare Capital LLC
|
Nov 13, 2024 Q3 2024 |
11,002
shares
|
$71,072
0.0% of portfolio
|
Q3 2024
Reduced 32.43%
|
|
|
Intech Investment Management LLC
West Palm Beach, FL |
Nov 08, 2024 Q3 2024 |
10,895
shares
|
$70,381
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Price T Rowe Associates Inc
Baltimore, MD |
Nov 14, 2024 Q3 2024 |
10,830
shares
|
$69,961
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Atom Investors LP
Austin, TX |
Nov 14, 2024 Q3 2024 |
10,794
shares
|
$69,729
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
10,442
shares
|
$67,455
0.0% of portfolio
|
Q3 2024
Added 3.61%
|
|
|
Arizona State Retirement System
|
Feb 06, 2025 Q4 2024 |
10,243
shares
|
$66,169
0.0% of portfolio
|
Q4 2024
Reduced 0.66%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 30, 2025 Q4 2024 |
7,636
shares
|
$49,328
0.0% of portfolio
|
Q4 2024
Reduced 57.83%
|
|
|
New York State Common Retirement Fund
|
Jan 31, 2025 Q4 2024 |
6,640
shares
|
$42,894
0.0% of portfolio
|
Q2 2024
Added 0.02%
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
Feb 07, 2025 Q4 2024 |
5,890
shares
|
$38,049
0.0% of portfolio
|
Q4 2023
Reduced 41.98%
|
|
|
State Of Wyoming
Cheyenne, WY |
Nov 14, 2024 Q3 2024 |
5,497
shares
|
$35,510
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
4,054
shares
|
$26,188
0.0% of portfolio
|
Q3 2024
Added 15.17%
|
|
|
Hexagon Capital Partners LLC
|
Feb 07, 2025 Q4 2024 |
4,000
shares
|
$25,840
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
3,647
shares
|
$23,559
0.0% of portfolio
|
Q3 2024
Reduced 29.81%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Jan 24, 2025 Q4 2024 |
3,500
shares
|
$22,610
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 13, 2024 Q3 2024 |
3,320
shares
|
$21,447
0.0% of portfolio
|
Q2 2024
Added 41.52%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
2,697
shares
|
$17,422
0.0% of portfolio
|
Q3 2024
Reduced 59.0%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
2,306
shares
|
$14,896
0.0% of portfolio
|
Q4 2024
Reduced 35.01%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
1,850
shares
|
$11,951
0.0% of portfolio
|
Q4 2024
Added 270.0%
|