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Westrock Coffee (WEST) Institutional Ownership

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$6.32 +0.06 (+0.96%)
As of 01/17/2025 04:00 PM Eastern

Institutional Ownership Changes (13F Filings) for Westrock Coffee (NASDAQ:WEST)

Current
Institutional Ownership
Percentage
45.08%
Number of
Institutional Buyers
(last 12 months)
44
Total
Institutional Inflows
(last 12 months)
$71.89M
Number of
Institutional Sellers
(last 12 months)
18
Total
Institutional Outflows
(last 12 months)
$6.22M
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WEST Institutional Buying and Selling by Quarter

Westrock Coffee Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/7/2025 Diversified Trust Co63,097$405K0.0%-47.2%0.067%
12/13/2024B. Riley Wealth Advisors Inc.24,578$159K0.0%+26.8%0.026%
11/25/2024Arvest Bank Trust Division17,635$115K0.0%N/A0.019%
11/19/2024Barclays PLC57,357$373K0.0%+363.9%0.061%
11/16/2024Geode Capital Management LLC806,325$5.24M0.0%+5.7%0.912%
11/15/2024Barclays PLC57,357$373K0.0%+363.9%0.065%
11/15/2024Orion Portfolio Solutions LLC11,477$75K0.0%-65.0%0.013%
11/15/2024Jane Street Group LLC15,251$99K0.0%-68.0%0.017%
11/15/2024State Street Corp649,553$4.22M0.0%+2.0%0.735%
11/15/2024Repertoire Partners LP100,000$650K0.7%N/A0.113%
11/15/2024NFC Investments LLC4,044,207$26.29M7.6%+17.0%4.576%
11/15/2024Atom Investors LP10,794$70K0.0%N/A0.012%
11/14/2024Verition Fund Management LLC18,600$121K0.0%N/A0.021%
11/14/2024UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC42,879$279K0.0%-8.6%0.049%
11/13/2024Townsquare Capital LLC11,002$72K0.0%-32.4%0.012%
11/13/2024Principal Street Partners LLC391,680$2.55M0.4%+100.0%0.443%
11/13/2024FMR LLC1,795,867$11.67M0.0%-0.2%2.032%
11/12/2024Charles Schwab Investment Management Inc.282,643$1.84M0.0%+8.8%0.320%
11/9/2024Intech Investment Management LLC10,895$71K0.0%N/A0.012%
11/7/2024Quest Partners LLC60,663$394K0.0%+32,869.0%0.069%
11/6/2024 Paragon Advisors LLC42,852$279K0.1%-29.6%0.048%
11/6/2024Summit Asset Management LLC13,271$86K0.0%N/A0.015%
11/4/2024Legacy Capital Wealth Partners LLC36,454$237K0.0%+25.6%0.041%
10/28/2024Stephens Inc. AR152,717$993K0.0%+1.7%0.173%
10/21/2024Gilliland Jeter Wealth Management LLC4,547$30K0.0%+81.9%0.005%
10/18/2024Blue Trust Inc.11,126$72K0.0%+637.3%0.013%
10/11/2024Patriot Investment Management Group Inc.12,061$78K0.0%N/A0.014%
10/7/2024 Diversified Trust Co119,406$776K0.0%+6.0%0.135%
10/3/2024 Stephens Group LLC8,110,043$52.72M28.0%-0.4%9.177%
8/15/2024The Manufacturers Life Insurance Company15,050$154K0.0%+15.9%0.017%
8/15/2024Marathon Capital Management58,725$601K0.2%-1.8%0.067%
8/14/2024Marshall Wace LLP43,280$443K0.0%N/A0.049%
8/14/2024EverSource Wealth Advisors LLC3,520$35K0.0%+69.6%0.004%
8/14/2024ProShare Advisors LLC3,804$39K0.0%N/A0.004%
8/9/2024Brown Brothers Harriman & Co.1,876,688$19.20M0.1%N/A2.132%
8/8/2024American Century Companies Inc.46,615$477K0.0%+76.0%0.053%
8/2/2024Legacy Capital Wealth Partners LLC29,032$297K0.1%N/A0.033%
8/2/2024Wolverine Asset Management LLC4,100$42K0.0%+79.8%0.005%
8/1/2024Rhumbline Advisers40,517$414K0.0%+25.9%0.046%
7/26/2024Bank of New York Mellon Corp97,210$994K0.0%+32.1%0.110%
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7/24/2024 Silverleafe Capital Partners LLC3,959,597$40.51M14.2%-2.3%4.498%
7/24/2024Catalina Capital Group LLC11,419$117K0.0%N/A0.013%
7/19/2024Raymond James & Associates269,174$2.75M0.0%+2.1%0.306%
7/17/2024 Stephens Group LLC8,144,458$83.32M37.0%-1.8%9.252%
7/10/2024Simplicity Wealth LLC22,441$230K0.0%N/A0.025%
5/20/2024Virtu Financial LLC11,321$117K0.0%N/A0.013%
5/16/2024California State Teachers Retirement System30,529$315K0.0%-4.8%0.035%
5/16/2024B. Riley Wealth Advisors Inc.19,240$199K0.0%-4.9%0.022%
5/15/2024Gamco Investors INC. ET AL256,650$2.65M0.0%+5.3%0.292%
5/11/2024NFC Investments LLC3,449,347$35.63M10.2%-0.6%3.918%
5/10/2024Vanguard Group Inc.2,538,327$26.22M0.0%+23.2%2.883%
4/29/2024 Paragon Advisors LLC120,866$1.25M0.5%-10.2%0.137%
4/25/2024Horrell Capital Management Inc.86,571$894K0.2%+2.5%0.098%
4/18/2024Hexagon Capital Partners LLC4,000$41K0.0%N/A0.005%
2/13/2024Stephens Inc. AR138,532$1.41M0.0%+197.7%0.157%
2/13/2024Tower Research Capital LLC TRC9,397$96K0.0%+807.0%0.011%
2/9/2024D.A. Davidson & CO.96,002$980K0.0%-5.2%0.109%
2/9/2024NFC Investments LLC3,468,708$35.42M11.0%N/A3.940%
2/7/2024Principal Street Partners LLC195,800$2.00M0.5%-49.6%0.222%
2/6/2024Swiss National Bank60,800$621K0.0%+46.2%0.069%
2/5/2024Legacy Capital Wealth Partners LLC17,523$179K0.1%N/A0.020%
2/2/2024AM Investment Strategies LLC25,000$255K0.1%N/A0.028%
2/1/2024New York State Common Retirement Fund6,639$68K0.0%-44.2%0.008%
2/1/2024Rainey & Randall Investment Management Inc.39,547$404K0.1%-20.9%0.045%
2/1/2024Signaturefd LLC25,000$255K0.0%N/A0.028%
1/30/2024Zurcher Kantonalbank Zurich Cantonalbank5,890$60K0.0%-42.0%0.007%
1/26/2024Cerity Partners LLC11,175$114K0.0%N/A0.013%
1/24/2024Arvest Trust Co. N A17,635$180K0.0%N/A0.020%
1/23/2024DAVENPORT & Co LLC163,640$1.67M0.0%+3.1%0.186%
1/16/2024Raymond James & Associates235,642$2.41M0.0%-13.5%0.268%
1/11/2024Horrell Capital Management Inc.84,424$862K0.3%+2.5%0.096%
1/5/2024 Stephens Group LLC8,292,697$84.67M35.4%-1.4%9.419%
1/4/2024 Silverleafe Capital Partners LLC4,053,466$41.39M20.2%-2.0%4.604%
12/18/2023Gladius Capital Management LP3,222$29K0.0%N/A0.004%
12/1/2023B. Riley Wealth Advisors Inc.19,240$170K0.0%N/A0.022%
11/17/2023 Diversified Trust Co112,673$998K0.0%+21.0%0.129%
11/13/2023Mariner LLC64,279$570K0.0%N/A0.073%
11/13/2023Wolverine Asset Management LLC8,133$72K0.0%-23.6%0.009%
11/13/2023FMR LLC1,640,254$14.53M0.0%+30.0%1.872%
11/8/2023Pathstone Family Office LLC12,000$106K0.0%N/A0.014%
11/8/2023D.A. Davidson & CO.101,276$897K0.0%-2.7%0.116%
11/8/2023Gamco Investors INC. ET AL243,150$2.15M0.0%-5.5%0.278%
11/8/2023Swiss National Bank41,600$369K0.0%-15.8%0.047%
11/7/2023Barclays PLC8,577$77K0.0%-12.0%0.010%
11/6/2023 Paragon Advisors LLC154,600$1.37M0.6%-17.1%0.176%
11/1/2023 Silverleafe Capital Partners LLC4,135,466$36.64M19.2%N/A4.720%
11/1/2023Horrell Capital Management Inc.82,330$729K0.2%+8.7%0.094%
10/31/2023Panagora Asset Management Inc.11,011$98K0.0%N/A0.013%
10/27/2023First Horizon Advisors Inc.2,780$25K0.0%N/A0.003%
10/26/2023Asset Advisors Investment Management LLC10,000$89K0.0%N/A0.011%
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10/25/2023Zurcher Kantonalbank Zurich Cantonalbank10,151$90K0.0%+24.8%0.012%
10/24/2023Bank of New York Mellon Corp82,366$730K0.0%+15.8%0.094%
10/24/2023Raymond James & Associates272,544$2.42M0.0%+70.0%0.311%
10/17/2023DAVENPORT & Co LLC158,675$1.41M0.0%+29.9%0.181%
10/10/2023Gladius Capital Management LP3,222$29K0.0%N/A0.004%
10/5/2023 Stephens Group LLC8,410,094$74.51M33.7%-1.2%9.599%
9/21/2023Barclays PLC9,748$106K0.0%N/A0.011%
9/1/2023 Portside Wealth Group LLC159,315$1.73M0.1%N/A0.182%
(Data available from 1/1/2016 forward)

WEST Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of WEST shares?

During the previous two years, 65 institutional investors and hedge funds held shares of Westrock Coffee. The most heavily invested institutionals were Stephens Group LLC ($52.72M), Silverleafe Capital Partners LLC ($40.51M), NFC Investments LLC ($26.29M), Vanguard Group Inc. ($26.22M), Brown Brothers Harriman & Co. ($19.20M), FMR LLC ($11.67M), and Geode Capital Management LLC ($5.24M).Learn more on WEST's institutional investors.

What percentage of Westrock Coffee stock is owned by institutional investors?

45.08% of Westrock Coffee stock is owned by institutional investors. Learn more on WEST's institutional investor holdings.

Which institutional investors have been buying Westrock Coffee stock?

Of the 54 institutional investors that purchased Westrock Coffee stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Silverleafe Capital Partners LLC ($4.14M), NFC Investments LLC ($4.06M), Brown Brothers Harriman & Co. ($1.88M), Vanguard Group Inc. ($478.09K), FMR LLC ($378.87K), Principal Street Partners LLC ($195.80K), and Portside Wealth Group LLC ($159.32K).

How much institutional buying is happening at Westrock Coffee?

Institutional investors have bought a total of 12,478,017 shares in the last 24 months. This purchase volume represents approximately $114.69M in transactions.

Which Westrock Coffee major shareholders have been selling company stock?

Of the 23 institutional investors that sold Westrock Coffee stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Stephens Group LLC ($402.94K), Principal Street Partners LLC ($192.89K), Silverleafe Capital Partners LLC ($175.90K), Paragon Advisors LLC ($63.73K), Diversified Trust Co ($56.31K), Raymond James & Associates ($36.90K), and Jane Street Group LLC ($32.47K).

How much institutional selling is happening at Westrock Coffee?

Institutional investors have sold a total of 1,072,190 shares in the last 24 months. This volume of shares sold represents approximately $10.08M in transactions.



This page (NASDAQ:WEST) was last updated on 1/18/2025 by MarketBeat.com Staff
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