Purchases and Sales Made in Q1 2024 in West Pharmaceutical Services Inc (WST)
This table provides information about the institutional ownership of West Pharmaceutical Services Inc (WST) during Q1 2024. The information is specifically focused on institutions that hold shares of WEST PHARMACEUTICAL SERVICES INC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
15+ 1.29% |
$5.07K - $6.2K
|
1.18K
$274K
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
14+ 12.07% |
$4.74K - $5.78K
|
130
$30.2K
|
|
|
May 10, 2024
Q1 2024
|
Summit Creek Advisors LLC
Minneapolis, MN |
BUY
|
- |
14+ 1.3% |
$4.74K - $5.78K
|
1.09K
$254K
|
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
14+ 5.69% |
$4.74K - $5.78K
|
260
$60.4K
|
|
|
May 02, 2024
Q1 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
12New |
$4.06K - $4.96K
|
12
$2.79K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
11+ 2.49% |
$3.72K - $4.54K
|
453
$105K
|
|
|
Apr 17, 2024
Q1 2024
|
Strata Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
10+ 1.25% |
$3.38K - $4.13K
|
813
$189K
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
9+ 1.0% |
$3.04K - $3.72K
|
911
$212K
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
9+ 33.33% |
$3.04K - $3.72K
|
36
$8.36K
|
|
|
Apr 19, 2024
Q1 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
8+ 1.14% |
$2.71K - $3.3K
|
712
$165K
|
|
|
May 08, 2024
Q1 2024
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
8+ 0.06% |
$2.71K - $3.3K
|
14.1K
$3.28M
|
|
|
May 08, 2024
Q1 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
7+ 1.13% |
$2.37K - $2.89K
|
629
$146K
|
|
|
May 07, 2024
Q1 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
7+ 0.61% |
$2.37K - $2.89K
|
1.15K
$268K
|
|
|
May 06, 2024
Q1 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
7+ 0.4% |
$2.37K - $2.89K
|
1.76K
$408K
|
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
7+ 58.33% |
$2.37K - $2.89K
|
19
$4.41K
|
|
|
Apr 29, 2024
Q1 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
7+ 0.61% |
$2.37K - $2.89K
|
1.16K
$270K
|
|
|
Apr 30, 2024
Q1 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
6+ 25.0% |
$2.03K - $2.48K
|
30
$6.97K
|
|
|
May 30, 2024
Q1 2024
|
Eulav Asset Management
|
BUY
|
- |
5+ 0.0% |
$1.69K - $2.07K
|
129K
$29.9M
|
|
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
5+ 29.41% |
$1.69K - $2.07K
|
22
$5.11K
|
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
BUY
|
- |
5+ 0.46% |
$1.69K - $2.07K
|
1.08K
$252K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
5+ 0.21% |
$1.69K - $2.07K
|
2.35K
$545K
|
|
|
May 10, 2024
Q1 2024
|
Peninsula Asset Management Inc
Bradenton, FL |
BUY
|
- |
5+ 0.05% |
$1.69K - $2.07K
|
9.59K
$2.23M
|
|
|
May 09, 2024
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
4New |
$1.35K - $1.65K
|
4
$929
|
|
|
May 07, 2024
Q1 2024
|
Sfmg, LLC
|
BUY
|
- |
4+ 0.39% |
$1.35K - $1.65K
|
1.03K
$240K
|
|
|
Apr 18, 2024
Q1 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
4+ 2.16% |
$1.35K - $1.65K
|
189
$43.9K
|
|
|
May 15, 2024
Q1 2024
|
Camden Capital, LLC
|
BUY
|
- |
4+ 0.54% |
$1.35K - $1.65K
|
744
$173K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
4+ 3.42% |
$1.35K - $1.65K
|
121
$28.1K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
4+ 1.67% |
$1.35K - $1.65K
|
244
$56.7K
|
|
|
May 06, 2024
Q1 2024
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
3+ 60.0% |
$1.01K - $1.24K
|
8
$1.86K
|
|
|
Apr 24, 2024
Q1 2024
|
First Pacific Financial
|
BUY
|
- |
3+ 50.0% |
$1.01K - $1.24K
|
9
$2.09K
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
3+ 1.8% |
$1.01K - $1.24K
|
170
$39.5K
|
|
|
May 15, 2024
Q1 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
2+ 0.2% |
$677 - $826
|
1.02K
$238K
|
|
|
May 15, 2024
Q1 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
2+ 0.26% |
$677 - $826
|
764
$178K
|
|
|
Apr 25, 2024
Q1 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
2+ 0.85% |
$677 - $826
|
237
$55.1K
|
|
|
Apr 19, 2024
Q1 2024
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
2+ 0.25% |
$677 - $826
|
801
$186K
|
|
|
May 06, 2024
Q1 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
2+ 0.18% |
$677 - $826
|
1.11K
$257K
|
|
|
Apr 15, 2024
Q1 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
1+ 1.01% |
$338 - $413
|
100
$23.2K
|
|
|
Apr 10, 2024
Q1 2024
|
Cva Family Office, LLC
|
BUY
|
- |
1+ 5.0% |
$338 - $413
|
21
$4.88K
|
|
|
May 13, 2024
Q1 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
1+ 20.0% |
$338 - $413
|
6
$1.39K
|
|
|
May 14, 2024
Q1 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
1+ 100.0% |
$338 - $413
|
2
$465
|
|
|
Apr 30, 2024
Q1 2024
|
Tfc Financial Management
|
BUY
|
- |
1+ 50.0% |
$338 - $413
|
3
$697
|
|
|
May 09, 2024
Q1 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
1New |
$338 - $413
|
1
$232
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1New |
$338 - $413
|
1
$232
|
|
|
May 14, 2024
Q1 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1+ 100.0% |
$338 - $413
|
2
$465
|
|
|
Feb 28, 2025
Q1 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 26, 2024
Q1 2024
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 03, 2024
Q1 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-1- 16.67% |
$338 - $413
|
5
$1.16K
|
|
|
May 06, 2024
Q1 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-1- 14.29% |
$338 - $413
|
6
$1.39K
|
|
|
Apr 26, 2024
Q1 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-2- 0.05% |
$677 - $826
|
3.83K
$889K
|
|
|
May 13, 2024
Q1 2024
|
Gam Holding Ag
|
SELL
|
- |
-2- 0.11% |
$677 - $826
|
1.89K
$438K
|