Purchases and Sales Made in Q1 2024 in Westlake Corp (WLK)
This table provides information about the institutional ownership of Westlake Corp (WLK) during Q1 2024. The information is specifically focused on institutions that hold shares of WESTLAKE CORP.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
14+ 25.0% |
$1.86K - $2.14K
|
70
$7.67K
|
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
BUY
|
- |
13+ 3.87% |
$1.73K - $1.99K
|
349
$38.2K
|
|
|
May 09, 2024
Q1 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
12New |
$1.59K - $1.83K
|
12
$1.31K
|
|
|
Apr 26, 2024
Q1 2024
|
Umb Bank, N.A.
|
BUY
|
- |
9New |
$1.2K - $1.38K
|
9
$986
|
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
5+ 19.23% |
$664 - $764
|
31
$3.4K
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
5+ 0.13% |
$664 - $764
|
3.87K
$424K
|
|
|
Apr 30, 2024
Q1 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
4New |
$531 - $611
|
4
$438
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
4New |
$531 - $611
|
4
$438
|
|
|
May 09, 2024
Q1 2024
|
Quest Partners LLC
New York, NY |
BUY
|
- |
4New |
$531 - $611
|
4
$438
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
4+ 3.74% |
$531 - $611
|
111
$12.2K
|
|
|
May 09, 2024
Q1 2024
|
Lindenwold Advisors
|
BUY
|
- |
2+ 0.07% |
$266 - $306
|
2.83K
$310K
|
|
|
May 10, 2024
Q1 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
2+ 1.06% |
$266 - $306
|
190
$20.8K
|
|
|
May 14, 2024
Q1 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
2+ 66.67% |
$266 - $306
|
5
$548
|
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
2+ 4.88% |
$266 - $306
|
43
$4.71K
|
|
|
Apr 30, 2024
Q1 2024
|
Tfc Financial Management
|
BUY
|
- |
1New |
$133 - $153
|
1
$110
|
|
|
May 02, 2024
Q1 2024
|
Quent Capital, LLC
|
BUY
|
- |
1+ 0.93% |
$133 - $153
|
108
$11.8K
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
1+ 3.57% |
$133 - $153
|
29
$3.18K
|
|
|
Apr 18, 2024
Q1 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
1+ 5.56% |
$133 - $153
|
19
$2.08K
|
|
|
May 13, 2024
Q1 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
1+ 20.0% |
$133 - $153
|
6
$657
|
|
|
Apr 29, 2024
Q1 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
1+ 0.41% |
$133 - $153
|
243
$26.6K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1+ 5.0% |
$133 - $153
|
21
$2.3K
|
|
|
May 14, 2024
Q1 2024
|
Distillate Capital Partners LLC
|
SELL
|
- |
-2- 2.06% |
$266 - $306
|
95
$10.4K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
SELL
|
- |
-4- 40.0% |
$531 - $611
|
6
$657
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-21- 75.0% |
$2.79K - $3.21K
|
7
$767
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-34- 21.38% |
$4.52K - $5.2K
|
125
$13.7K
|
|
|
Apr 23, 2024
Q1 2024
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-37- 0.17% |
$4.91K - $5.65K
|
21.8K
$2.39M
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-44- 50.57% |
$5.84K - $6.72K
|
43
$4.71K
|
|
|
May 01, 2024
Q1 2024
|
James Investment Research Inc
|
SELL
|
- |
-58- 1.57% |
$7.7K - $8.86K
|
3.63K
$397K
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-61- 2.44% |
$8.1K - $9.32K
|
2.44K
$267K
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-68- 74.73% |
$9.03K - $10.4K
|
23
$2.52K
|
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-73- 30.93% |
$9.7K - $11.2K
|
163
$17.9K
|
|
|
May 07, 2024
Q1 2024
|
M&T Bank Corp
|
SELL
|
- |
-85- 5.57% |
$11.3K - $13K
|
1.44K
$158K
|
|
|
May 13, 2024
Q1 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-95- 0.77% |
$12.6K - $14.5K
|
12.2K
$1.33M
|
|
|
Apr 26, 2024
Q1 2024
|
Securian Asset Management, Inc
|
SELL
|
- |
-100- 3.7% |
$13.3K - $15.3K
|
2.6K
$285K
|
|
|
May 08, 2024
Q1 2024
|
Td Asset Management Inc
|
SELL
|
- |
-100- 2.83% |
$13.3K - $15.3K
|
3.43K
$375K
|
|
|
May 15, 2024
Q1 2024
|
Core Alternative Capital
|
SELL
|
- |
-100- 93.46% |
$13.3K - $15.3K
|
7
$767
|
|
|
May 07, 2024
Q1 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-114- 2.68% |
$15.1K - $17.4K
|
4.14K
$454K
|
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-126Closed |
$16.7K - $19.3K
|
0
$0
|
|
|
Apr 11, 2024
Q1 2024
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
SELL
|
- |
-151- 9.62% |
$20.1K - $23.1K
|
1.42K
$155K
|
|
|
May 15, 2024
Q1 2024
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-176- 3.53% |
$23.4K - $26.9K
|
4.82K
$527K
|
|
|
May 15, 2024
Q1 2024
|
Barclays PLC
London, X0 |
SELL
|
- |
-179- 0.33% |
$23.8K - $27.4K
|
53.8K
$5.89M
|
|
|
May 14, 2024
Q1 2024
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-202- 0.28% |
$26.8K - $30.9K
|
72.6K
$7.96M
|
|
|
May 14, 2024
Q1 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-238- 0.97% |
$31.6K - $36.4K
|
24.4K
$2.67M
|
|
|
May 08, 2024
Q1 2024
|
Abrdn PLC
|
SELL
|
- |
-239- 2.13% |
$31.7K - $36.5K
|
11K
$1.2M
|
|
|
May 03, 2024
Q1 2024
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-295- 8.87% |
$39.2K - $45.1K
|
3.03K
$332K
|
|
|
Apr 26, 2024
Q1 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-323- 2.11% |
$42.9K - $49.4K
|
15K
$1.64M
|
|
|
May 14, 2024
Q1 2024
|
Bank Of Nova Scotia
|
SELL
|
- |
-331- 18.14% |
$44K - $50.6K
|
1.49K
$164K
|
|
|
Apr 10, 2024
Q1 2024
|
Btc Capital Management, Inc.
|
SELL
|
- |
-353- 11.39% |
$46.9K - $53.9K
|
2.75K
$301K
|
|
|
Apr 25, 2024
Q1 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
SELL
|
- |
-467- 8.99% |
$62K - $71.4K
|
4.73K
$518K
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-613- 3.44% |
$81.4K - $93.7K
|
17.2K
$1.88M
|