Vault-13

WESTERN MIDSTREAM PARTNERS L WES

COM UNIT LP INT · MLP · CUSIP 958669103

272 institutional holders +19 vs Q2 2024
158,740,562158.7m shares reported held*
$6.1bnreported value*
39 new 107 added 57 reduced 19 sold out net bought ≈ $285.7m (+7.5m shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($391.2k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $38.26. Options: 9 managers hold calls ($29.3m notional), 9 hold puts ($24.5m).

Trends to Q3 2024

Institutional holders

Managers reporting a position, each quarter

0100200300Q3 22: 191Q4 22: 199Q1 23: 191Q2 23: 184Q3 23: 190Q4 23: 195Q1 24: 215Q2 24: 253Q3 24: 272272Q3 22Q1 23Q3 23Q1 24Q3 24
Numbers
QuarterHolders
Q3 2022191
Q4 2022199
Q1 2023191
Q2 2023184
Q3 2023190
Q4 2023195
Q1 2024215
Q2 2024253
Q3 2024272

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
2000200Q4 22: 84 bought or addedQ4 22: 66 cut or sold outQ1 23: 79 bought or addedQ1 23: 75 cut or sold outQ1 23Q2 23: 63 bought or addedQ2 23: 77 cut or sold outQ3 23: 80 bought or addedQ3 23: 69 cut or sold outQ3 23Q4 23: 84 bought or addedQ4 23: 67 cut or sold outQ1 24: 95 bought or addedQ1 24: 82 cut or sold outQ1 24Q2 24: 131 bought or addedQ2 24: 89 cut or sold outQ3 24: 146 bought or addedQ3 24: 76 cut or sold outQ3 24
Numbers
QuarterBought or addedCut or sold out
Q4 20228466
Q1 20237975
Q2 20236377
Q3 20238069
Q4 20238467
Q1 20249582
Q2 202413189
Q3 202414676

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$20m$40m$60mQ4 23 calls: $34.9mQ4 23 puts: $9.7mQ4 23P/C 0.28Q1 24 calls: $48.9mQ1 24 puts: $27.8mQ1 24P/C 0.57Q2 24 calls: $46.1mQ2 24 puts: $16.9mQ2 24P/C 0.37Q3 24 calls: $29.3mQ3 24 puts: $24.5mQ3 24P/C 0.84
Numbers
QuarterCallsPutsP/C
Q4 2023$34.9m$9.7m0.28
Q1 2024$48.9m$27.8m0.57
Q2 2024$46.1m$16.9m0.37
Q3 2024$29.3m$24.5m0.84

Biggest buyers

WESTWOOD HOLDINGS GROUP INC Added +3,124,641+3.1m
Blackstone Inc. Added +2,085,633+2.1m
JPMORGAN CHASE & CO Added +1,340,880+1.3m
KAYNE ANDERSON CAPITAL ADVISORS LP Added +1,184,597+1.2m
DUFF & PHELPS INVESTMENT MANAGEMENT CO Added +698,683+698.7k
MORGAN STANLEY Added +620,997+621.0k
ALPS ADVISORS INC Added +467,889+467.9k
EAGLE GLOBAL ADVISORS LLC Added +394,373+394.4k
ING GROEP NV Added +334,187+334.2k
CITIGROUP INC Added +310,260+310.3k

Biggest sellers

Invesco Ltd. Reduced -866,827-866.8k
Brookfield Corp /ON/ Reduced -794,615-794.6k
TORTOISE CAPITAL ADVISORS, L.L.C. Reduced -632,797-632.8k
BARCLAYS PLC Reduced -611,250-611.2k
NOMURA HOLDINGS INC Reduced -370,600-370.6k
BANK OF AMERICA CORP /DE/ Reduced -362,341-362.3k
JANE STREET GROUP, LLC Reduced -291,893-291.9k
WELLS FARGO & COMPANY/MN Reduced -234,928-234.9k
Allianz Asset Management GmbH Reduced -214,770-214.8k
JENNISON ASSOCIATES LLC Reduced -204,365-204.4k

Biggest calls

CITADEL ADVISORS LLC Added $13.5m352.1k shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Added $3.6m94.5k shares
SIMPLEX TRADING, LLC Added $3.6m93.5k shares
GROUP ONE TRADING LLC Reduced $2.6m68.7k shares
IMC-Chicago, LLC Added $2.4m61.8k shares
JANE STREET GROUP, LLC Added $2.3m58.9k shares
WOLVERINE TRADING, LLC Added $1.3m35.1k shares
PEAK6 Investments LLC Reduced $53.6k1.4k shares
CONCOURSE FINANCIAL GROUP SECURITIES, INC. Unchanged $00 shares

Biggest puts

SUSQUEHANNA INTERNATIONAL GROUP, LLP Added $7.0m184.2k shares
PEAK6 Investments LLC New $5.2m137.1k shares
CITADEL ADVISORS LLC Added $5.1m132.7k shares
IMC-Chicago, LLC Added $2.4m63.8k shares
JANE STREET GROUP, LLC Reduced $1.5m39.3k shares
GROUP ONE TRADING LLC Added $1.4m36.5k shares
SIMPLEX TRADING, LLC Reduced $914.0k23.9k shares
WOLVERINE TRADING, LLC Added $890.5k23.3k shares
CONCOURSE FINANCIAL GROUP SECURITIES, INC. Unchanged $00 shares

Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

HolderStakeChangeShares Last filed
OCCIDENTAL PETROLEUM CORP /DE/ 13D · may seek influence -2.3 pts · filed 2026-02-05 38.3% -2.3 pts 150.4m≈ $6.6bn 2026-02-05
ALPS ADVISORS INC 13G · institution +0.2 pts · filed 2026-10-07 9.0% +0.2 pts 37.4m≈ $1.6bn 2026-10-07

Insider purchases and sales in Q3 2024

Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.

Officers and directors buying vs selling

Number of people, by quarter (10% owners not included)

BuyingSelling
505Q4 22: 0 buyingQ4 22: 0 sellingQ1 23: 0 buyingQ1 23: 0 sellingQ1 23Q2 23: 0 buyingQ2 23: 0 sellingQ3 23: 0 buyingQ3 23: 0 sellingQ3 23Q4 23: 0 buyingQ4 23: 0 sellingQ1 24: 5 buyingQ1 24: 0 sellingQ1 24Q2 24: 1 buyingQ2 24: 0 sellingQ3 24: 0 buyingQ3 24: 0 sellingQ3 24
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
Q4 20220—0——
Q1 20230—0——
Q2 20230—0——
Q3 20230—0——
Q4 20230—0——
Q1 20245$840.2k0——
Q2 20241$50.4k0——
Q3 20240—0——
DateInsiderTradeSharesPrice ValueTheir holding
2024-08-14 OCCIDENTAL PETROLEUM CORP /DE/ +6 10% owner · See Footnotes Sold 19,500,000 $35.75 $697.1m19.5m shares -10%
2024-08-14 OXY USA INC +5 10% owner · See Footnotes Sold 19,500,000 $35.75 $697.1m19.5m shares -10%

Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).

Holders, Q3 2024

#ManagerLocationShares Value% of their portfolioChangeShares change
1 ALPS ADVISORS INC 7.26% of their portfolio Denver, CO 28,371,18328.4m $1.1bn $1.1bn 7.26% Added +467.9k +467,889
2 Invesco Ltd. 0.16% of their portfolio ATLANTA, GA 21,402,79921.4m $818.9m $818.9m 0.16% Reduced -866.8k -866,827
3 Blackstone Inc. 2.91% of their portfolio NEW YORK, NY 16,775,88316.8m $641.8m $641.8m 2.91% Added +2.1m +2,085,633
4 GOLDMAN SACHS GROUP INC 0.06% of their portfolio NEW YORK, NY 8,516,1218.5m $325.8m $325.8m 0.06% Added +207.8k +207,847
5 TORTOISE CAPITAL ADVISORS, L.L.C. 3.90% of their portfolio OVERLAND PARK, KS 7,905,0737.9m $302.4m $302.4m 3.90% Reduced -632.8k -632,797
6 NEUBERGER BERMAN GROUP LLC 0.21% of their portfolio NEW YORK, NY 6,901,1336.9m $264.0m $264.0m 0.21% Added +11.4k +11,376
7 CHICKASAW CAPITAL MANAGEMENT LLC 10.90% of their portfolio MEMPHIS, TN 6,655,8696.7m $254.7m $254.7m 10.90% Reduced -55.1k -55,137
8 KAYNE ANDERSON CAPITAL ADVISORS LP 6.08% of their portfolio LOS ANGELES, CA 6,228,4486.2m $238.3m $238.3m 6.08% Added +1.2m +1,184,597
9 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.51% of their portfolio CAUSEWAY BAY, K3 5,906,8455.9m $226.0m $226.0m 0.51% Added +118.6k +118,594
10 WESTWOOD HOLDINGS GROUP INC 0.80% of their portfolio DALLAS, TX 4,934,8524.9m $188.8m $188.8m 0.80% Added +3.1m +3,124,641
11 MORGAN STANLEY 0.01% of their portfolio NEW YORK, NY 3,889,3943.9m $148.8m $148.8m 0.01% Added +621.0k +620,997
12 JPMORGAN CHASE & CO 0.01% of their portfolio NEW YORK, NY 3,570,2103.6m $136.6m $136.6m 0.01% Added +1.3m +1,340,880
13 UBS Group AG 0.03% of their portfolio ZURICH, V8 3,059,8243.1m $117.1m $117.1m 0.03% Added +75.3k +75,321
14 Clearbridge Investments, LLC 0.07% of their portfolio NEW YORK, NY 2,487,7352.5m $95.2m $95.2m 0.07% Reduced -5.5k -5,500
15 EAGLE GLOBAL ADVISORS LLC 3.75% of their portfolio Houston, TX 1,975,9692.0m $75.6m $75.6m 3.75% Added +394.4k +394,373
16 JENNISON ASSOCIATES LLC 0.04% of their portfolio NEW YORK, NY 1,746,2471.7m $66.8m $66.8m 0.04% Reduced -204.4k -204,365
17 MILLER HOWARD INVESTMENTS INC /NY 2.01% of their portfolio KINGSTON, NY 1,707,6811.7m $65.3m $65.3m 2.01% Added +249.2k +249,151
18 Brookfield Corp /ON/ 0.36% of their portfolio TORONTO, A6 1,667,8121.7m $63.8m $63.8m 0.36% Reduced -794.6k -794,615
19 Fractal Investments LLC 9.48% of their portfolio Glastonbury, CT 1,465,7061.5m $56.1m $56.1m 9.48% Added +75.1k +75,145
20 INFRASTRUCTURE CAPITAL ADVISORS, LLC 7.62% of their portfolio New York, NY 1,412,1251.4m $54.0m $54.0m 7.62% Reduced -158.8k -158,808
21 Recurrent Investment Advisors LLC 5.31% of their portfolio HOUSTON, TX 1,397,1401.4m $53.5m $53.5m 5.31% Added +71.2k +71,210
22 CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT 3.71% of their portfolio DALLAS, TX 1,315,4721.3m $50.3m $50.3m 3.71% Added +120.2k +120,202
23 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 1,088,1281.1m $41.6m $41.6m 0.00% Reduced -362.3k -362,341
24 CIBC Private Wealth Group LLC 0.07% of their portfolio ATLANTA, GA 1,065,7631.1m $40.8m $40.8m 0.07% Added +191.2k +191,209
25 BNP PARIBAS FINANCIAL MARKETS 0.04% of their portfolio PARIS, I0 996,018996.0k $38.1m $38.1m 0.04% Added +60.6k +60,603
26 Allianz Asset Management GmbH 0.05% of their portfolio MUNICH, 2M 808,564808.6k $30.9m $30.9m 0.05% Reduced -214.8k -214,770
27 BARCLAYS PLC 0.01% of their portfolio LONDON, X0 767,115767.1k $29.3m $29.3m 0.01% Reduced -611.2k -611,250
28 WELLS FARGO & COMPANY/MN 0.01% of their portfolio SAN FRANCISCO, CA 756,263756.3k $28.9m $28.9m 0.01% Reduced -234.9k -234,928
29 ING GROEP NV 0.17% of their portfolio AMSTERDAM, P7 746,587746.6k $28.6m $28.6m 0.17% Added +334.2k +334,187
30 DUFF & PHELPS INVESTMENT MANAGEMENT CO 0.31% of their portfolio CHICAGO, IL 708,683708.7k $27.1m $27.1m 0.31% Added +698.7k +698,683
31 CITADEL ADVISORS LLC 0.02% of their portfolio MIAMI, FL 571,296571.3k $21.9m $21.9m 0.02% Added +129.9k +129,886
32 FIRST TRUST ADVISORS LP 0.02% of their portfolio Wheaton, IL 521,757521.8k $20.0m $20.0m 0.02% Reduced -86.2k -86,183
33 HRT FINANCIAL LP 0.10% of their portfolio NEW YORK, NY 479,691479.7k $18.4m $18.4m 0.10% Added +30.0k +30,009
34 LONGFELLOW INVESTMENT MANAGEMENT CO LLC 3.96% of their portfolio BOSTON, MA 413,214413.2k $15.8m $15.8m 3.96% Unchanged
35 CITIGROUP INC 0.01% of their portfolio NEW YORK, NY 406,587406.6k $15.6m $15.6m 0.01% Added +310.3k +310,260
36 Raymond James Financial Services Advisors, Inc. 0.02% of their portfolio ST. PETERSBURG, FL 401,155401.2k $15.3m $15.3m 0.02% Added +1.9k +1,934
37 RR Advisors, LLC 4.17% of their portfolio DALLAS, TX 395,000395.0k $15.1m $15.1m 4.17% Added +52.0k +52,000
38 Texas Yale Capital Corp. 0.63% of their portfolio ST. PETERSBURG, FL 381,441381.4k $14.6m $14.6m 0.63% Added +2.0k +2,050
39 Catalyst Capital Advisors LLC 0.29% of their portfolio San Juan, PR 334,265334.3k $12.8m $12.8m 0.29% Unchanged
40 Adams Asset Advisors, LLC 1.63% of their portfolio DALLAS, TX 321,642321.6k $12.3m $12.3m 1.63% Added +10.0k +10,000
41 Knollwood Investment Advisory, LLC 1.23% of their portfolio HUNT VALLEY, MD 301,032301.0k $11.5m $11.5m 1.23% Unchanged
42 NOMURA HOLDINGS INC 0.09% of their portfolio TOKYO, M0 300,000300.0k $11.5m $11.5m 0.09% Reduced -370.6k -370,600
43 NBW CAPITAL LLC 2.07% of their portfolio BOSTON, MA 286,985287.0k $11.0m $11.0m 2.07% Reduced -15.3k -15,346
44 Sovereign Investment Advisors, LLC 3.44% of their portfolio PHOENIX, AZ 274,479274.5k $10.5m $10.5m 3.44% Unchanged
45 Terril Brothers, Inc. 3.43% of their portfolio St. Louis, MO 270,536270.5k $10.4m $10.4m 3.43% Added +23.7k +23,669
46 EXCHANGE TRADED CONCEPTS, LLC 0.21% of their portfolio Oklahoma City, OK 231,872231.9k $8.9m $8.9m 0.21% Added +7.1k +7,111
47 Heronetta Management, L.P. 5.35% of their portfolio NEW YORK, NY 228,673228.7k $8.7m $8.7m 5.35% Unchanged
48 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 204,257204.3k $7.8m $7.8m 0.00% Added +11.0k +10,975
49 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 194,479194.5k $7.4m $7.4m 0.00% Added +31.5k +31,505
50 NATIXIS 0.04% of their portfolio PARIS, I0 192,100192.1k $7.3m $7.3m 0.04% New
51 EVERGREEN CAPITAL MANAGEMENT LLC 0.24% of their portfolio Bellevue, WA 190,763190.8k $7.3m $7.3m 0.24% Added +8.8k +8,825
52 SPIRIT OF AMERICA MANAGEMENT CORP/NY 1.37% of their portfolio SYOSSET, NY 179,350179.3k $6.9m $6.9m 1.37% Unchanged
53 Maryland State Retirement & Pension System 0.13% of their portfolio BALTIMORE, MD 163,846163.8k $6.3m $6.3m 0.13% Added +2.5k +2,452
54 CIBC WORLD MARKET INC. 0.01% of their portfolio TORONTO, A6 156,600156.6k $6.0m $6.0m 0.01% Unchanged
55 CASTLEARK MANAGEMENT LLC 0.22% of their portfolio CHICAGO, IL 143,450143.4k $5.5m $5.5m 0.22% Unchanged
56 Americana Partners, LLC 0.37% of their portfolio Houston, TX 142,882142.9k $5.5m $5.5m 0.37% Added +973 +973
57 DEUTSCHE BANK AG\ 0.00% of their portfolio FRANKFURT AM MAIN, 2M 141,440141.4k $5.4m $5.4m 0.00% Reduced -94.5k -94,550
58 Jump Financial, LLC 0.11% of their portfolio Chicago, IL 140,414140.4k $5.4m $5.4m 0.11% Added +39.8k +39,801
59 NEXPOINT ASSET MANAGEMENT, L.P. 0.64% of their portfolio Dallas, TX 139,050139.1k $5.3m $5.3m 0.64% Unchanged
60 TECTONIC ADVISORS LLC 0.33% of their portfolio FRISCO, TX 133,148133.1k $5.1m $5.1m 0.33% Added +3.1k +3,092
61 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 132,534132.5k $5.1m $5.1m 0.00% Reduced -23.6k -23,580
62 MGO ONE SEVEN LLC 0.20% of their portfolio Beachwood, OH 123,194123.2k $4.7m $4.7m 0.20% New
63 HENNESSY ADVISORS INC 0.14% of their portfolio NOVATO, CA 117,700117.7k $4.5m $4.5m 0.14% Unchanged
64 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 108,367108.4k $4.1m $4.1m 0.00% Added +32.1k +32,119
65 Lavaca Capital LLC 1.98% of their portfolio HOUSTON, TX 108,000108.0k $4.1m $4.1m 1.98% Unchanged
66 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.01% of their portfolio BALA CYNWYD, PA 99,70699.7k $3.8m $3.8m 0.01% Added +61.2k +61,246
67 Mariner, LLC 0.01% of their portfolio Overland Park, KS 95,11395.1k $3.6m $3.6m 0.01% Reduced -4.4k -4,381
68 HighTower Advisors, LLC 0.01% of their portfolio CHICAGO, IL 94,59994.6k $3.6m $3.6m 0.01% Added +12.0k +11,974
69 SOROS FUND MANAGEMENT LLC 0.07% of their portfolio NEW YORK, NY 94,55094.5k $3.6m $3.6m 0.07% Unchanged
70 Summit Financial, LLC 0.14% of their portfolio PARSIPPANY, NJ 91,56891.6k $3.5m $3.5m 0.14% Added +76.6k +76,594
71 Susquehanna Portfolio Strategies, LLC 0.22% of their portfolio Bala Cynwyd, PA 85,59685.6k $3.3m $3.3m 0.22% Reduced -175.1k -175,105
72 GLENMEDE TRUST CO NA 0.02% of their portfolio PHILADELPHIA, PA 85,55885.6k $3.3m $3.3m 0.02% Reduced -5.2k -5,150
73 FMR LLC 0.00% of their portfolio BOSTON, MA 81,49081.5k $3.1m $3.1m 0.00% Added +1 +1
74 RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio ST PETERSBURG, FL 76,64976.6k $2.9m $2.9m 0.00% Reduced -27.2k -27,234
75 U.S. Capital Wealth Advisors, LLC 0.10% of their portfolio AUSTIN, TX 75,20075.2k $2.9m $2.9m 0.10% Reduced -3.8k -3,821
76 Advisors Asset Management, Inc. 0.05% of their portfolio Monument, CO 74,43574.4k $2.8m $2.8m 0.05% Reduced -2.6k -2,635
77 NorthCoast Asset Management LLC 0.02% of their portfolio STAMFORD, CT 69,36669.4k $2.7m $2.7m 0.02% New
78 BlackRock, Inc. 0.00% of their portfolio New York, NY 65,48765.5k $2.5m $2.5m 0.00% First filing
79 DIVIDEND ASSETS CAPITAL, LLC 0.44% of their portfolio Ridgeland, SC 60,30060.3k $2.3m $2.3m 0.44% Reduced -128 -128
80 GraniteShares Advisors LLC 1.56% of their portfolio NEW YORK, NY 60,06660.1k $2.3m $2.3m 1.56% Reduced -8.0k -8,000
81 OPPENHEIMER ASSET MANAGEMENT INC. 0.03% of their portfolio NEW YORK, NY 56,96157.0k $2.2m $2.2m 0.03% Added +26.7k +26,725
82 ELCO Management Co., LLC 1.16% of their portfolio New York, NY 56,40856.4k $2.2m $2.2m 1.16% Reduced -13 -13
83 Pekin Hardy Strauss, Inc. 0.27% of their portfolio CHICAGO, IL 55,81555.8k $2.1m $2.1m 0.27% Added +10.2k +10,200
84 GSA CAPITAL PARTNERS LLP 0.16% of their portfolio LONDON, X0 54,86054.9k $2.1m $2.1m 0.16% Reduced -41.4k -41,434
85 CHILTON CAPITAL MANAGEMENT LLC 0.09% of their portfolio HOUSTON, TX 53,41853.4k $2.0m $2.0m 0.09% Reduced -1.3k -1,253
86 CAPTRUST FINANCIAL ADVISORS 0.01% of their portfolio RALEIGH, NC 52,35652.4k $2.0m $2.0m 0.01% Added +19 +19
87 ALBERT D MASON INC 1.21% of their portfolio BOSTON, MA 49,26149.3k $1.9m $1.9m 1.21% Added +501 +501
88 CARY STREET PARTNERS INVESTMENT ADVISORY LLC 0.07% of their portfolio RICHMOND, VA 48,45548.5k $1.9m $1.9m 0.07% Unchanged
89 D.A. DAVIDSON & CO. 0.01% of their portfolio GREAT FALLS, MT 44,70444.7k $1.7m $1.7m 0.01% Added +10.3k +10,319
90 BASSO CAPITAL MANAGEMENT, L.P. 1.45% of their portfolio STAMFORD, CT 41,15041.1k $1.6m $1.6m 1.45% Unchanged
91 STEPHENS INC /AR/ 0.02% of their portfolio LITTLE ROCK, AR 40,91640.9k $1.6m $1.6m 0.02% Unchanged
92 Pacer Advisors, Inc. 0.00% of their portfolio Malvern, PA 40,63840.6k $1.6m $1.6m 0.00% Added +1.3k +1,341
93 Morningstar Investment Management LLC 0.16% of their portfolio CHICAGO, IL 40,10840.1k $1.6m $1.6m 0.16% New
94 Parkside Financial Bank & Trust 0.21% of their portfolio SAINT LOUIS, MO 39,38339.4k $1.5m $1.5m 0.21% Added +12.0k +12,033
95 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 38,82838.8k $1.5m $1.5m 0.00% Reduced -1.4k -1,430
96 SILVERCREST ASSET MANAGEMENT GROUP LLC 0.01% of their portfolio NEW YORK, NY 36,27536.3k $1.4m $1.4m 0.01% Reduced -1.2k -1,240
97 KEYBANK NATIONAL ASSOCIATION/OH 0.01% of their portfolio BROOKLYN, OH 36,24336.2k $1.4m $1.4m 0.01% Unchanged
98 CFM WEALTH PARTNERS LLC 0.23% of their portfolio AUSTIN, TX 35,04035.0k $1.3m $1.3m 0.23% Unchanged
99 Pathstone Holdings, LLC 0.01% of their portfolio ENGLEWOOD, NJ 34,53234.5k $1.3m $1.3m 0.01% Added +1.1k +1,069
100 PFG Investments, LLC 0.08% of their portfolio WOODBURY, NY 32,88432.9k $1.3m $1.3m 0.08% Added +6.6k +6,640