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Westrock Coffee (WEST) Institutional Ownership

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$6.44 -0.56 (-8.00%)
(As of 05:27 PM ET)

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

Current
Institutional Ownership
Percentage
45.08%
Number of
Institutional Buyers
(last 12 months)
45
Total
Institutional Inflows
(last 12 months)
$71.94M
Number of
Institutional Sellers
(last 12 months)
18
Total
Institutional Outflows
(last 12 months)
$8.27M
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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
12/13/2024 B. Riley Wealth Advisors Inc.24,578$159K0.0%+26.8%0.026%
11/25/2024 Arvest Bank Trust Division17,635$115K0.0%N/A0.019%
11/19/2024 Barclays PLC57,357$373K0.0%+363.9%0.061%
11/16/2024 Geode Capital Management LLC806,325$5.24M0.0%+5.7%0.912%
11/15/2024 Barclays PLC57,357$373K0.0%+363.9%0.065%
11/15/2024 Orion Portfolio Solutions LLC11,477$75K0.0%-65.0%0.013%
11/15/2024 Jane Street Group LLC15,251$99K0.0%-68.0%0.017%
11/15/2024 State Street Corp649,553$4.22M0.0%+2.0%0.735%
11/15/2024 Repertoire Partners LP100,000$650K0.7%N/A0.113%
11/15/2024 NFC Investments LLC4,044,207$26.29M7.6%+17.0%4.576%
11/15/2024 Atom Investors LP10,794$70K0.0%N/A0.012%
11/14/2024 Verition Fund Management LLC18,600$121K0.0%N/A0.021%
11/14/2024 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC42,879$279K0.0%-8.6%0.049%
11/13/2024 Townsquare Capital LLC11,002$72K0.0%-32.4%0.012%
11/13/2024 Principal Street Partners LLC391,680$2.55M0.4%+100.0%0.443%
11/13/2024 FMR LLC1,795,867$11.67M0.0%-0.2%2.032%
11/12/2024 Charles Schwab Investment Management Inc.282,643$1.84M0.0%+8.8%0.320%
11/9/2024 Intech Investment Management LLC10,895$71K0.0%N/A0.012%
11/7/2024 Quest Partners LLC60,663$394K0.0%+32,869.0%0.069%
11/6/2024 Paragon Advisors LLC42,852$279K0.1%-29.6%0.048%
11/6/2024 Summit Asset Management LLC13,271$86K0.0%N/A0.015%
11/4/2024 Legacy Capital Wealth Partners LLC36,454$237K0.0%+25.6%0.041%
10/28/2024 Stephens Inc. AR152,717$993K0.0%+1.7%0.173%
10/21/2024 Gilliland Jeter Wealth Management LLC4,547$30K0.0%+81.9%0.005%
10/18/2024Blue Trust Inc.11,126$72K0.0%+637.3%0.013%
10/11/2024 Patriot 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%
8/15/2024 The Manufacturers Life Insurance Company15,050$154K0.0%+15.9%0.017%
8/15/2024 Marathon Capital Management58,725$601K0.2%-1.8%0.067%
8/14/2024 Marshall Wace LLP43,280$443K0.0%N/A0.049%
8/14/2024 EverSource Wealth Advisors LLC3,520$35K0.0%+69.6%0.004%
8/14/2024 ProShare Advisors LLC3,804$39K0.0%N/A0.004%
8/9/2024 Brown Brothers Harriman & Co.1,876,688$19.20M0.1%N/A2.132%
8/8/2024 American Century Companies Inc.46,615$477K0.0%+76.0%0.053%
8/2/2024 Legacy Capital Wealth Partners LLC29,032$297K0.1%N/A0.033%
8/2/2024 Wolverine Asset Management LLC4,100$42K0.0%+79.8%0.005%
8/1/2024 Rhumbline Advisers40,517$414K0.0%+25.9%0.046%
7/26/2024 Bank of New York Mellon Corp97,210$994K0.0%+32.1%0.110%
7/24/2024 Silverleafe Capital Partners LLC3,959,597$40.51M14.2%-2.3%4.498%
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7/24/2024 Catalina 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%
7/10/2024 Simplicity Wealth LLC22,441$230K0.0%N/A0.025%
5/20/2024 Virtu Financial LLC11,321$117K0.0%N/A0.013%
5/16/2024 California State Teachers Retirement System30,529$315K0.0%-4.8%0.035%
5/16/2024 B. Riley Wealth Advisors Inc.19,240$199K0.0%-4.9%0.022%
5/15/2024 Gamco Investors INC. ET AL256,650$2.65M0.0%+5.3%0.292%
5/11/2024 NFC Investments LLC3,449,347$35.63M10.2%-0.6%3.918%
5/10/2024 Vanguard 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%
4/25/2024 Horrell Capital Management Inc.86,571$894K0.2%+2.5%0.098%
4/18/2024 Hexagon Capital Partners LLC4,000$41K0.0%N/A0.005%
2/13/2024 Stephens Inc. AR138,532$1.41M0.0%+197.7%0.157%
2/13/2024 Tower Research Capital LLC TRC9,397$96K0.0%+807.0%0.011%
2/9/2024 D.A. Davidson & CO.96,002$980K0.0%-5.2%0.109%
2/9/2024 NFC Investments LLC3,468,708$35.42M11.0%N/A3.940%
2/7/2024 Principal Street Partners LLC195,800$2.00M0.5%-49.6%0.222%
2/6/2024 Swiss National Bank60,800$621K0.0%+46.2%0.069%
2/5/2024 Legacy Capital Wealth Partners LLC17,523$179K0.1%N/A0.020%
2/2/2024 AM Investment Strategies LLC25,000$255K0.1%N/A0.028%
2/1/2024 New York State Common Retirement Fund6,639$68K0.0%-44.2%0.008%
2/1/2024 Rainey & Randall Investment Management Inc.39,547$404K0.1%-20.9%0.045%
2/1/2024 Signaturefd LLC25,000$255K0.0%N/A0.028%
1/30/2024 Zurcher Kantonalbank Zurich Cantonalbank5,890$60K0.0%-42.0%0.007%
1/26/2024 Cerity Partners LLC11,175$114K0.0%N/A0.013%
1/24/2024Arvest Trust Co. N A17,635$180K0.0%N/A0.020%
1/23/2024 DAVENPORT & Co LLC163,640$1.67M0.0%+3.1%0.186%
1/16/2024Raymond James & Associates235,642$2.41M0.0%-13.5%0.268%
1/11/2024 Horrell 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%
12/18/2023 Gladius Capital Management LP3,222$29K0.0%N/A0.004%
12/1/2023 B. Riley Wealth Advisors Inc.19,240$170K0.0%N/A0.022%
11/17/2023 Diversified Trust Co112,673$998K0.0%+21.0%0.129%
11/13/2023 Mariner LLC64,279$570K0.0%N/A0.073%
11/13/2023 Wolverine Asset Management LLC8,133$72K0.0%-23.6%0.009%
11/13/2023 FMR LLC1,640,254$14.53M0.0%+30.0%1.872%
11/8/2023Pathstone Family Office LLC12,000$106K0.0%N/A0.014%
11/8/2023 D.A. Davidson & CO.101,276$897K0.0%-2.7%0.116%
11/8/2023 Gamco Investors INC. ET AL243,150$2.15M0.0%-5.5%0.278%
11/8/2023 Swiss National Bank41,600$369K0.0%-15.8%0.047%
11/7/2023 Barclays 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%
11/1/2023 Horrell Capital Management Inc.82,330$729K0.2%+8.7%0.094%
10/31/2023 Panagora Asset Management Inc.11,011$98K0.0%N/A0.013%
10/27/2023 First Horizon Advisors Inc.2,780$25K0.0%N/A0.003%
10/26/2023 Asset Advisors Investment Management LLC10,000$89K0.0%N/A0.011%
10/25/2023 Zurcher Kantonalbank Zurich Cantonalbank10,151$90K0.0%+24.8%0.012%
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10/24/2023 Bank 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%
10/17/2023 DAVENPORT & Co LLC158,675$1.41M0.0%+29.9%0.181%
10/10/2023 Gladius Capital Management LP3,222$29K0.0%N/A0.004%
10/5/2023 Stephens Group LLC8,410,094$74.51M33.7%-1.2%9.599%
9/21/2023 Barclays 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 22 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), Raymond James & Associates ($36.90K), Jane Street Group LLC ($32.47K), and Orion Portfolio Solutions LLC ($21.30K).

How much institutional selling is happening at Westrock Coffee?

Institutional investors have sold a total of 1,015,881 shares in the last 24 months. This volume of shares sold represents approximately $9.72M in transactions.



This page (NASDAQ:WEST) was last updated on 12/18/2024 by MarketBeat.com Staff
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