Institutional Ownership Westlake Corp (WLK)
This table provides information about the institutional ownership of Westlake Corp (WLK). We have compiled data on the 431 institutions that hold shares in the stock, with a total of 30.2 Million shares, which have been reported (via 13F filing form) to have a value of $3.33 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cetera Trust Company, N.A
St. Paul, MN |
Oct 21, 2024 Q3 2024 |
40
shares
|
$4,401
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Parkside Financial Bank & Trust
|
Nov 07, 2024 Q3 2024 |
37
shares
|
$4,071
0.0% of portfolio
|
Q3 2024
Added 32.14%
|
|
|
Zions Bancorporation, N.A.
|
Nov 06, 2024 Q3 2024 |
34
shares
|
$3,741
0.0% of portfolio
|
Q3 2024
Reduced 20.93%
|
|
|
First Horizon Advisors, Inc.
|
Nov 08, 2024 Q3 2024 |
34
shares
|
$3,741
0.0% of portfolio
|
Q3 2024
Reduced 5.56%
|
|
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
Nov 08, 2024 Q3 2024 |
32
shares
|
$3,521
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
32
shares
|
$3,521
0.0% of portfolio
|
Q2 2024
Added 39.13%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jan 10, 2025 Q4 2024 |
31
shares
|
$3,411
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 24, 2024 Q3 2024 |
30
shares
|
$3,301
0.0% of portfolio
|
Q3 2024
Reduced 3.23%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
26
shares
|
$2,861
0.0% of portfolio
|
Q3 2024
Added 13.04%
|
|
|
Lindbrook Capital, LLC
|
Nov 01, 2024 Q3 2024 |
26
shares
|
$2,861
0.0% of portfolio
|
Q3 2023
Added 13.04%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 13, 2024 Q3 2024 |
22
shares
|
$2,420
0.0% of portfolio
|
Q4 2023
Reduced 18.52%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Nov 13, 2024 Q3 2024 |
22
shares
|
$2,420
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
20
shares
|
$2,200
0.0% of portfolio
|
Q3 2024
Added 25.0%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
19
shares
|
$2,090
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Oct 16, 2024 Q3 2024 |
19
shares
|
$2,090
0.0% of portfolio
|
Q1 2024
Added 5.56%
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2024 Q3 2024 |
15
shares
|
$1,650
0.0% of portfolio
|
Q3 2020
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Oct 25, 2024 Q3 2024 |
13
shares
|
$1,430
0.0% of portfolio
|
Q3 2023
Reduced 13.33%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Nov 12, 2024 Q3 2024 |
12
shares
|
$1,320
0.0% of portfolio
|
Q2 2024
Added 33.33%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Oct 11, 2024 Q3 2024 |
12
shares
|
$1,320
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Oct 16, 2024 Q3 2024 |
11
shares
|
$1,210
0.0% of portfolio
|
Q2 2024
Added 22.22%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Nov 04, 2024 Q3 2024 |
10
shares
|
$1,100
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 08, 2024 Q3 2024 |
10
shares
|
$1,100
0.0% of portfolio
|
Q3 2024
Added 25.0%
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
9
shares
|
$990
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
7
shares
|
$770
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Capital Performance Advisors LLP
|
Nov 01, 2024 Q3 2024 |
7
shares
|
$770
0.0% of portfolio
|
Q3 2024
New holding
|