Purchases and Sales Made in Q2 2023 in West Pharmaceutical Services Inc (WST)
This table provides information about the institutional ownership of West Pharmaceutical Services Inc (WST) during Q2 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
15+ 0.64% |
$5.02K - $5.74K
|
2.34K
$534K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
14+ 5.3% |
$4.68K - $5.35K
|
278
$63.4K
|
|
|
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
14+ 9.46% |
$4.68K - $5.35K
|
162
$36.9K
|
|
|
Jul 17, 2024
Q2 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
14New |
$4.68K - $5.35K
|
14
$3.19K
|
|
|
Aug 11, 2023
Q2 2023
|
Sfmg, LLC
|
BUY
|
- |
13+ 1.26% |
$4.35K - $4.97K
|
1.05K
$239K
|
|
|
Aug 03, 2023
Q2 2023
|
Addison Advisors LLC
|
BUY
|
- |
12+ 13.19% |
$4.02K - $4.59K
|
103
$23.5K
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
12+ 2.14% |
$4.02K - $4.59K
|
572
$130K
|
|
|
Aug 04, 2023
Q2 2023
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
10+ 1.24% |
$3.35K - $3.82K
|
815
$186K
|
|
|
Jul 18, 2023
Q2 2023
|
Diversified Trust CO
|
BUY
|
- |
10+ 0.54% |
$3.35K - $3.82K
|
1.86K
$425K
|
|
|
Aug 07, 2023
Q2 2023
|
Concord Wealth Partners
|
BUY
|
- |
10New |
$3.35K - $3.82K
|
10
$2.28K
|
|
|
Aug 03, 2023
Q2 2023
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
10+ 1.06% |
$3.35K - $3.82K
|
953
$217K
|
|
|
Aug 02, 2023
Q2 2023
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
9+ 0.94% |
$3.01K - $3.44K
|
971
$221K
|
|
|
Aug 08, 2023
Q2 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
8+ 0.92% |
$2.68K - $3.06K
|
878
$200K
|
|
|
Aug 10, 2023
Q2 2023
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
8+ 0.06% |
$2.68K - $3.06K
|
14.1K
$3.22M
|
|
|
Jul 12, 2023
Q2 2023
|
Beacon Capital Management, LLC
|
BUY
|
- |
7New |
$2.34K - $2.68K
|
7
$1.6K
|
|
|
Aug 08, 2023
Q2 2023
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
7+ 0.4% |
$2.34K - $2.68K
|
1.75K
$398K
|
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
7+ 2.86% |
$2.34K - $2.68K
|
252
$57.5K
|
|
|
Aug 14, 2023
Q2 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
7+ 3.55% |
$2.34K - $2.68K
|
204
$46.5K
|
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
6New |
$2.01K - $2.29K
|
6
$1.37K
|
|
|
Jul 14, 2023
Q2 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
6New |
$2.01K - $2.29K
|
6
$1.37K
|
|
|
Jul 31, 2023
Q2 2023
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
6+ 0.67% |
$2.01K - $2.29K
|
897
$205K
|
|
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
BUY
|
- |
6+ 0.17% |
$2.01K - $2.29K
|
3.63K
$829K
|
|
|
Jul 10, 2023
Q2 2023
|
Cva Family Office, LLC
|
BUY
|
- |
5+ 25.0% |
$1.67K - $1.91K
|
25
$5.7K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
5New |
$1.67K - $1.91K
|
5
$1.14K
|
|
|
Aug 11, 2023
Q2 2023
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
5New |
$1.67K - $1.91K
|
5
$1.14K
|
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
5+ 0.56% |
$1.67K - $1.91K
|
904
$206K
|
|
|
Aug 14, 2023
Q2 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
5New |
$1.67K - $1.91K
|
5
$1.14K
|
|
|
Jul 26, 2023
Q2 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
5+ 0.83% |
$1.67K - $1.91K
|
605
$138K
|
|
|
Aug 14, 2023
Q2 2023
|
Wedbush Securities Inc
|
BUY
|
- |
5+ 0.37% |
$1.67K - $1.91K
|
1.37K
$313K
|
|
|
Jul 28, 2023
Q2 2023
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
5+ 0.02% |
$1.67K - $1.91K
|
24.6K
$5.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
5+ 0.5% |
$1.67K - $1.91K
|
1.01K
$230K
|
|
|
Aug 09, 2023
Q2 2023
|
Cim Investment Management Inc
Pittsburgh, PA |
BUY
|
- |
5+ 0.24% |
$1.67K - $1.91K
|
2.06K
$469K
|
|
|
Jul 18, 2023
Q2 2023
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
4+ 0.53% |
$1.34K - $1.53K
|
764
$174K
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
4+ 0.05% |
$1.34K - $1.53K
|
8.85K
$2.02M
|
|
|
Jul 31, 2023
Q2 2023
|
Valley National Advisers Inc
|
BUY
|
- |
4New |
$1.34K - $1.53K
|
4
$912
|
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
BUY
|
- |
3+ 300.0% |
$1K - $1.15K
|
4
$912
|
|
|
Aug 15, 2023
Q2 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
3+ 150.0% |
$1K - $1.15K
|
5
$1.14K
|
|
|
Aug 14, 2023
Q2 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
3New |
$1K - $1.15K
|
3
$684
|
|
|
Aug 10, 2023
Q2 2023
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
2+ 0.28% |
$669 - $765
|
714
$163K
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2+ 8.33% |
$669 - $765
|
26
$5.93K
|
|
|
Aug 08, 2024
Q2 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
2+ 18.18% |
$669 - $765
|
13
$2.96K
|
|
|
Aug 09, 2023
Q2 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
2+ 2.22% |
$669 - $765
|
92
$21K
|
|
|
Jul 18, 2023
Q2 2023
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
2+ 0.21% |
$669 - $765
|
977
$223K
|
|
|
Jul 10, 2023
Q2 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
1+ 10.0% |
$335 - $382
|
11
$2.51K
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
1+ 5.26% |
$335 - $382
|
20
$4.56K
|
|
|
Aug 04, 2023
Q2 2023
|
Motco
|
BUY
|
- |
1New |
$335 - $382
|
1
$228
|
|
|
Aug 14, 2023
Q2 2023
|
I A Global Asset Management Inc.
Quebec, A8 |
BUY
|
- |
1New |
$335 - $382
|
1
$228
|
|
|
Aug 14, 2023
Q2 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
1+ 0.09% |
$335 - $382
|
1.09K
$248K
|
|
|
Aug 09, 2023
Q2 2023
|
Summit Creek Advisors LLC
Minneapolis, MN |
BUY
|
- |
1+ 0.09% |
$335 - $382
|
1.08K
$246K
|
|
|
Aug 03, 2023
Q2 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
1+ 0.54% |
$335 - $382
|
186
$42.4K
|