HolderBook

WESTERN MIDSTREAM PARTNERS L (WES)

Institutional ownership reported to the SEC as of Q3 2026, across 32 quarters.

18
Reporting holders
$264.4M
Reported value
0.0%
Calls
0.0%
Puts
-354
Holder change

Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.

Holders

Download these holders as CSV

FilerValueShares Their book Held Change
CHICKASAW CAPITAL MANAGEMENT LLC$242.5M5,465,9798.70%31q-0.8%-$1.8M
Adams Asset Advisors, LLC$18.1M408,0231.84%28q+8.9%+$1.5M
Venture Visionary Partners LLC$760.6K17,1410.02%3q+163.7%+$472.2K
Kaizen Financial Strategies$590.9K13,3180.23%5q+0.8%+$4.7K
Everhart Financial Group, Inc.$481.5K10,8530.03%newNEW
Avidian Wealth Enterprises, LLC$436.2K9,8300.01%2q-10.3%-$49.8K
Cadent Capital Advisors, LLC$398.8K8,9880.09%14q+0.8%+$3.2K
MOODY NATIONAL BANK TRUST DIVISION$334.9K7,5470.03%30qHELD
Hickory Point Bank & Trust$281.8K6,3500.17%8qHELD
AMERICAN NATIONAL BANK & TRUST$208.2K4,6930.02%21qHELD
Planning Strategies Inc.$141.9K3,1990.08%2q+1.1%+$1.6K
TOTH FINANCIAL ADVISORY CORP$81.4K1,8350.01%4qHELD
Farther Finance Advisors, LLC$41.0K9240.00%10q+37.9%+$11.3K
ARMSTRONG ADVISORY GROUP, INC$31.1K7000.00%6qHELD
GAMMA Investing LLC$15.6K3510.00%4qHELD
GILPIN WEALTH MANAGEMENT, LLC$8.9K2000.01%2qHELD
GK Wealth Management LLC$4.4K1000.00%newNEW
CoreCap Advisors, LLC$1.3K300.00%9qHELD

Five percent filings

Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →

FiledFormFiler % of class
2026-10-0713G/AALPS Advisors, Inc.with 1 co-filers9.0%
2026-07-0913G/AALPS Advisors, Inc.with 1 co-filers8.9%

What the insiders did

Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.

Officers and directors

DateInsiderRoleSideSharesValue
2026-08-12Forthuber Frederick A.DirectorBought5,140$249.9K

Quarter by quarter

Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q3 202618$264.4M5,960,0612620.0%
Q2 2026372$7.9B177,788,09242108891.7%
Q1 2026351$7.0B165,927,42551128651.7%
Q4 2025333$6.6B163,455,46760143532.1%
Q3 2025292$6.1B151,693,67533104622.2%
Q2 2025283$5.6B142,853,76834104611.7%
Q1 2025280$6.4B153,461,5693789741.3%
Q4 2024274$6.1B158,538,0432688560.9%
Q3 2024271$6.1B158,787,59737100520.9%
Q2 2024255$6.1B151,360,5005567671.0%
Q1 2024222$5.8B163,556,9523759671.3%
Q4 2023199$5.0B169,480,2672058440.9%
Q3 2023195$4.5B164,052,8111763521.2%
Q2 2023187$4.4B163,521,110952541.0%
Q1 2023197$4.6B168,955,3651665500.8%
Q4 2022202$4.4B161,777,7022359491.0%
Q3 2022196$4.2B163,815,3372049601.4%
Q2 2022197$4.1B168,099,2092653510.9%
Q1 2022191$3.8B147,233,0431963471.3%
Q4 2021197$3.8B169,054,2692155540.7%
Q3 2021185$3.5B166,464,8491449560.7%
Q2 2021188$3.7B170,833,3542250660.6%
Q1 2021179$3.1B166,652,1911859531.0%
Q4 2020185$2.2B153,865,2983346581.7%
Q3 2020169$1.2B149,717,4041446612.9%
Q2 2020171$1.6B154,792,5662853553.0%
Q1 2020184$537.2M164,259,4953153680.5%
Q4 2019206$3.6B182,619,0252556820.3%
Q3 2019215$4.7B187,804,7302159920.4%
Q2 2019229$5.9B189,169,9773372730.8%
Q1 2019234$6.0B191,093,013227500.4%
Q4 2018230$4.0B93,414,9242220.5%