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Western Midstream Partners (WES) Institutional Ownership

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$42.41 -0.48 (-1.13%)
As of 01:08 PM Eastern
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Institutional Ownership Changes (13F Filings) for Western Midstream Partners (NYSE:WES)

Current
Institutional Ownership
Percentage
84.82%
Number of
Institutional Buyers
(last 12 months)
133
Total
Institutional Inflows
(last 12 months)
$320.16M
Number of
Institutional Sellers
(last 12 months)
66
Total
Institutional Outflows
(last 12 months)
$336.09M
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WES Institutional Buying and Selling by Quarter

Western Midstream Partners Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/22/2025Pacer Advisors Inc.51,700$1.99M0.0%+27.2%0.014%
1/22/2025PFG Investments LLC33,424$1.28M0.1%+1.6%0.009%
1/21/2025CUSHING ASSET MANAGEMENT LP dba NXG INVESTMENT MANAGEMENT1,280,597$49.21M3.2%-2.7%0.337%
1/21/2025Curated Wealth Partners LLC6,400$246K0.0%N/A0.002%
1/21/2025Exchange Traded Concepts LLC215,060$8.27M0.2%-7.3%0.057%
1/17/2025 Mutual Advisors LLC6,060$247K0.0%+10.5%0.002%
1/17/2025 Janney Montgomery Scott LLC26,870$1.03M0.0%N/A0.007%
1/17/2025 Daymark Wealth Partners LLC41,901$1.61M0.1%+27.7%0.011%
1/15/2025 Howard Financial Services LTD.10,000$384K0.1%N/A0.003%
1/15/2025 Albert D Mason Inc.44,752$1.72M1.2%-9.2%0.012%
1/13/2025 Moody National Bank Trust Division7,293$280K0.0%-7.5%0.002%
1/13/2025 Adams Asset Advisors LLC323,781$12.44M1.6%+0.7%0.085%
1/13/2025 Kieckhefer Group LLC1,500$58K0.0%N/A0.000%
1/10/2025 Wealth Enhancement Advisory Services LLC35,838$1.37M0.0%+9.3%0.009%
1/10/2025 Avondale Wealth Management2,000$77K0.0%N/A0.001%
1/7/2025 Chickasaw Capital Management LLC6,755,387$259.61M10.5%+1.5%1.775%
12/26/2024JPMorgan Chase & Co.1,785,105$68.30M0.0%+60.1%0.469%
11/25/2024Tidal Investments LLC13,796$528K0.0%+26.4%0.004%
11/25/2024Wilmington Savings Fund Society FSB4,343$166K0.0%N/A0.001%
11/20/2024Virtu Financial LLC10,688$409K0.0%N/A0.003%
11/15/2024M&T Bank Corp20,000$765K0.0%N/A0.005%
11/15/2024Duff & Phelps Investment Management Co.708,683$27.11M0.3%+6,986.8%0.186%
11/15/2024Barclays PLC767,115$29.35M0.0%-44.3%0.202%
11/15/2024Brookfield Corp ON1,667,812$63.81M0.4%-32.3%0.438%
11/15/2024Kovitz Investment Group Partners LLC69,366$2.65M0.0%N/A0.018%
11/15/2024Stifel Financial Corp108,367$4.15M0.0%+42.1%0.028%
11/15/2024Recurrent Investment Advisors LLC1,397,140$53.46M5.3%+5.4%0.367%
11/15/2024Millburn Ridgefield Corp2,242$86K0.0%N/A0.001%
11/15/2024Integrated Wealth Concepts LLC6,527$250K0.0%N/A0.002%
11/15/2024HighTower Advisors LLC94,599$3.62M0.0%+14.5%0.025%
11/14/2024Rockefeller Capital Management L.P.38,828$1.49M0.0%-3.6%0.010%
11/14/2024Infrastructure Capital Advisors LLC1,412,125$54.03M7.3%-10.1%0.371%
11/14/2024BBR Partners LLC15,000$574K0.0%N/A0.004%
11/13/2024Glenmede Trust Co. NA85,558$3.27M0.0%-5.7%0.022%
11/13/2024Hardy Reed LLC14,850$568K0.1%+30.8%0.004%
11/13/2024BNP Paribas Financial Markets996,018$38.11M0.0%+6.5%0.262%
11/13/2024D.A. Davidson & CO.44,704$1.71M0.0%+30.0%0.012%
11/13/2024Brown Brothers Harriman & Co.8,782$336K0.0%+1,430.0%0.002%
11/13/2024Independent Advisor Alliance22,647$866K0.0%+3.7%0.006%
11/12/2024Pekin Hardy Strauss Inc.55,815$2.14M0.3%+22.4%0.015%
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11/12/2024Larson Financial Group LLC5,200$199K0.0%N/A0.001%
11/12/2024Kingsview Wealth Management LLC10,619$406K0.0%+8.6%0.003%
11/12/2024Cerity Partners LLC29,878$1.14M0.0%+55.2%0.008%
11/12/2024Icon Wealth Advisors LLC2,349$90K0.0%-78.3%0.001%
11/12/2024Citigroup Inc.406,587$15.56M0.0%+322.1%0.107%
11/12/2024Banco Santander S.A.16,259$622K0.0%+21.6%0.004%
11/8/2024First Horizon Advisors Inc.1,487$57K0.0%-61.7%0.000%
11/8/2024Advisors Asset Management Inc.74,435$2.85M0.1%-3.4%0.020%
11/8/2024Jennison Associates LLC1,746,247$66.81M0.0%-10.5%0.459%
11/7/2024Caprock Group LLC5,304$203K0.0%N/A0.001%
11/7/2024Pathstone Holdings LLC34,532$1.32M0.0%+3.2%0.009%
11/7/2024MAI Capital Management29,878$1.14M0.0%+293.1%0.008%
11/7/2024Kayne Anderson Capital Advisors LP6,228,448$238.30M6.1%+23.5%1.637%
11/6/2024ING Groep NV746,587$28.56M0.2%+81.0%0.196%
11/6/2024Oppenheimer Asset Management Inc.56,961$2.18M0.0%+88.4%0.015%
11/5/2024GSA Capital Partners LLP54,860$2.10M0.2%-43.0%0.014%
11/4/2024Ashton Thomas Securities LLC3,120$119K0.0%N/A0.001%
11/1/2024Atria Investments Inc6,826$261K0.0%-17.8%0.002%
11/1/2024Lindbrook Capital LLC32,015$1.23M0.1%-18.2%0.008%
10/31/2024Concurrent Investment Advisors LLC6,053$232K0.0%+6.2%0.002%
10/30/2024Fractal Investments LLC1,465,706$56.08M9.5%+5.4%0.385%
10/29/2024Van ECK Associates Corp30,616$1.17M0.0%-16.5%0.008%
10/29/2024Farther Finance Advisors LLC1,437$55K0.0%+287.3%0.000%
10/28/2024Americana Partners LLC142,882$5.47M0.4%+0.7%0.038%
10/28/2024Gladstone Institutional Advisory LLC13,526$518K0.0%N/A0.004%
10/24/2024Inscription Capital LLC14,150$541K0.1%+25.5%0.004%
10/24/2024Custom Index Systems LLC30,825$1.18M0.6%-23.9%0.008%
10/24/2024 Wealth Enhancement Advisory Services LLC32,788$1.25M0.0%+6.7%0.009%
10/24/2024PFG Investments LLC32,884$1.26M0.1%+25.3%0.009%
10/23/2024Allworth Financial LP1,500$57K0.0%-40.0%0.000%
10/23/2024Highland Capital Management LLC15,000$574K0.0%+15.4%0.004%
10/23/2024Tectonic Advisors LLC133,148$5.09M0.3%+2.4%0.035%
10/22/2024 International Assets Investment Management LLC18,365$703K0.0%+9,082.5%0.005%
10/22/2024Private Advisor Group LLC6,066$232K0.0%+9.6%0.002%
10/22/2024 Albert D Mason Inc.49,261$1.89M1.2%+1.0%0.013%
10/22/2024CUSHING ASSET MANAGEMENT LP dba NXG INVESTMENT MANAGEMENT1,315,472$50.33M3.7%+10.1%0.346%
10/19/2024Cyndeo Wealth Partners LLC6,573$251K0.0%N/A0.002%
10/18/2024Raymond James & Associates76,649$2.93M0.0%-26.2%0.020%
10/16/2024Bleakley Financial Group LLC5,711$218K0.0%+5.8%0.002%
10/16/2024CFM Wealth Partners LLC20,360$724K0.1%-41.9%0.005%
10/15/2024Cedar Mountain Advisors LLC2,158$83K0.0%+16.1%0.001%
10/10/2024Exchange Traded Concepts LLC231,872$8.87M0.2%+3.2%0.061%
10/10/2024 Inspire Investing LLC21,890$838K0.1%+7.4%0.006%
10/10/2024 Chickasaw Capital Management LLC6,655,869$254.65M10.9%-0.8%1.749%
10/9/2024BWM Planning LLC28,325$1.08M0.5%N/A0.007%
10/8/2024 Daymark Wealth Partners LLC32,807$1.26M0.0%+4.8%0.009%
10/8/2024 SL Advisors LLC24,177$925K1.7%+4.1%0.006%
10/8/2024 Alpha Cubed Investments LLC5,760$220K0.0%-41.4%0.002%
9/5/2024Sanctuary Advisors LLC17,460$694K0.0%N/A0.005%
8/27/2024Clearbridge Investments LLC2,493,235$99.06M0.1%-48.6%0.655%
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8/21/2024Truist Financial Corp22,508$894K0.0%+1.9%0.006%
8/19/2024B. Riley Wealth Advisors Inc.28,875$1.15M0.0%-15.3%0.008%
8/16/2024Duff & Phelps Investment Management Co.10,000$397K0.0%N/A0.003%
8/15/2024Susquehanna Portfolio Strategies LLC260,701$10.36M0.4%-2.9%0.069%
8/15/2024 Daymark Wealth Partners LLC31,306$1.24M0.0%N/A0.008%
8/15/2024NBW Capital LLC302,331$12.01M2.4%-6.1%0.079%
8/15/2024ELCO Management Co. LLC56,421$2.24M1.3%-4.3%0.015%
8/14/2024Sfmg LLC5,148$205K0.0%N/A0.001%
8/14/2024Evergreen Capital Management LLC181,938$7.23M0.3%-0.9%0.048%
8/14/2024DRW Securities LLC7,915$314K0.0%-70.9%0.002%
(Data available from 1/1/2016 forward)

WES Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of WES shares?

During the previous two years, 217 institutional investors and hedge funds held shares of Western Midstream Partners. The most heavily invested institutionals were Alps Advisors Inc. ($912.74M), Invesco Ltd. ($564.94M), Blackstone Inc. ($461.47M), Tortoise Capital Advisors L.L.C. ($339.21M), Chickasaw Capital Management LLC ($259.61M), Neuberger Berman Group LLC ($240.77M), and Kayne Anderson Capital Advisors LP ($238.30M).Learn more on WES's institutional investors.

What percentage of Western Midstream Partners stock is owned by institutional investors?

84.82% of Western Midstream Partners stock is owned by institutional investors. Learn more on WES's institutional investor holdings.

Which institutional investors have been buying Western Midstream Partners stock?

Of the 187 institutional investors that purchased Western Midstream Partners stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Alps Advisors Inc. ($5.62M), Mirae Asset Global Investments Co. Ltd. ($3.14M), Invesco Ltd. ($2.52M), Kayne Anderson Capital Advisors LP ($2.24M), Comerica Bank ($1.69M), Barclays PLC ($1.40M), and JPMorgan Chase & Co. ($1.29M).

How much institutional buying is happening at Western Midstream Partners?

Institutional investors have bought a total of 28,764,862 shares in the last 24 months. This purchase volume represents approximately $854.00M in transactions.

Which Western Midstream Partners major shareholders have been selling company stock?

Of the 97 institutional investors that sold Western Midstream Partners stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Blackstone Inc. ($4.81M), Barclays PLC ($4.01M), Mirae Asset Global Investments Co. Ltd. ($2.76M), Clearbridge Investments LLC ($2.44M), Tortoise Capital Advisors L.L.C. ($1.72M), Pacer Advisors Inc. ($1.67M), and Chickasaw Capital Management LLC ($1.43M).

How much institutional selling is happening at Western Midstream Partners?

Institutional investors have sold a total of 28,669,389 shares in the last 24 months. This volume of shares sold represents approximately $853.85M in transactions.



This page (NYSE:WES) was last updated on 1/22/2025 by MarketBeat.com Staff
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