Vault-13

WESTERN MIDSTREAM PARTNERS L WES

COM UNIT LP INT · MLP · CUSIP 958669103

273 institutional holders +1 vs Q3 2024
158,410,051158.4m shares reported held*
$6.1bnreported value*
24 new 93 added 62 reduced 28 sold out net sold ≈ $12.4m (-341.5k 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 ($2.3m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $38.44. Options: 10 managers hold calls ($35.7m notional), 9 hold puts ($18.2m).

Trends to Q4 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: 272Q4 24: 273273Q3 22Q1 23Q3 23Q1 24Q3 24Q4 24
Numbers
QuarterHolders
Q3 2022191
Q4 2022199
Q1 2023191
Q2 2023184
Q3 2023190
Q4 2023195
Q1 2024215
Q2 2024253
Q3 2024272
Q4 2024273

Buyers vs sellers

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

Bought or addedCut or sold out
2000200Q1 23: 79 bought or addedQ1 23: 75 cut or sold outQ2 23: 63 bought or addedQ2 23: 77 cut or sold outQ2 23Q3 23: 80 bought or addedQ3 23: 69 cut or sold outQ4 23: 84 bought or addedQ4 23: 67 cut or sold outQ4 23Q1 24: 95 bought or addedQ1 24: 82 cut or sold outQ2 24: 131 bought or addedQ2 24: 89 cut or sold outQ2 24Q3 24: 146 bought or addedQ3 24: 76 cut or sold outQ4 24: 117 bought or addedQ4 24: 90 cut or sold outQ4 24
Numbers
QuarterBought or addedCut or sold out
Q1 20237975
Q2 20236377
Q3 20238069
Q4 20238467
Q1 20249582
Q2 202413189
Q3 202414676
Q4 202411790

Calls vs puts

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

CallsPuts
$0$20m$40m$60mQ1 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 0.84Q4 24 calls: $35.7mQ4 24 puts: $18.2mQ4 24P/C 0.51
Numbers
QuarterCallsPutsP/C
Q1 2024$48.9m$27.8m0.57
Q2 2024$46.1m$16.9m0.37
Q3 2024$29.3m$24.5m0.84
Q4 2024$35.7m$18.2m0.51

Biggest buyers

ALPS ADVISORS INC Added +3,052,413+3.1m
Brookfield Corp /ON/ Added +1,699,768+1.7m
Invesco Ltd. Added +1,406,362+1.4m
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. Added +1,366,341+1.4m
STIFEL FINANCIAL CORP Added +676,729+676.7k
BARCLAYS PLC Added +637,266+637.3k
EAGLE GLOBAL ADVISORS LLC Added +458,111+458.1k
UBS Group AG Added +431,436+431.4k
TORTOISE CAPITAL ADVISORS, L.L.C. Added +159,016+159.0k
LONGFELLOW INVESTMENT MANAGEMENT CO LLC Added +104,201+104.2k

Biggest sellers

WESTWOOD HOLDINGS GROUP INC Reduced -2,165,465-2.2m
JPMORGAN CHASE & CO Reduced -1,940,903-1.9m
KAYNE ANDERSON CAPITAL ADVISORS LP Reduced -1,637,862-1.6m
Blackstone Inc. Reduced -1,513,600-1.5m
JENNISON ASSOCIATES LLC Reduced -1,069,042-1.1m
HRT FINANCIAL LP Sold out -479,691-479.7k
Allianz Asset Management GmbH Reduced -439,100-439.1k
CITIGROUP INC Reduced -241,563-241.6k
ING GROEP NV Reduced -226,400-226.4k
MORGAN STANLEY Reduced -209,191-209.2k

Biggest calls

CITADEL ADVISORS LLC Reduced $13.5m350.7k shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Added $5.5m143.8k shares
IMC-Chicago, LLC Added $3.3m86.3k shares
SIMPLEX TRADING, LLC Reduced $3.2m82.8k shares
GROUP ONE TRADING LLC Added $3.1m81.5k shares
JANE STREET GROUP, LLC Added $3.1m80.8k shares
WOLVERINE TRADING, LLC Added $2.4m62.0k shares
PEAK6 LLC First filing $1.0m27.3k shares
CenterStar Asset Management, LLC New $468.8k12.2k shares
CONCOURSE FINANCIAL GROUP SECURITIES, INC. Unchanged $00 shares

Biggest puts

CITADEL ADVISORS LLC Added $7.7m200.0k shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced $3.3m86.4k shares
PEAK6 LLC First filing $1.9m49.0k shares
GROUP ONE TRADING LLC Added $1.8m47.9k shares
WOLVERINE TRADING, LLC Added $1.1m27.7k shares
IMC-Chicago, LLC Reduced $868.5k22.6k shares
JANE STREET GROUP, LLC Reduced $822.4k21.4k shares
SIMPLEX TRADING, LLC Reduced $680.0k17.7k 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 Q4 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
505Q1 23: 0 buyingQ1 23: 0 sellingQ2 23: 0 buyingQ2 23: 0 sellingQ2 23Q3 23: 0 buyingQ3 23: 0 sellingQ4 23: 0 buyingQ4 23: 0 sellingQ4 23Q1 24: 5 buyingQ1 24: 0 sellingQ2 24: 1 buyingQ2 24: 0 sellingQ2 24Q3 24: 0 buyingQ3 24: 0 sellingQ4 24: 0 buyingQ4 24: 0 sellingQ4 24
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
Q1 20230—0——
Q2 20230—0——
Q3 20230—0——
Q4 20230—0——
Q1 20245$840.2k0——
Q2 20241$50.4k0——
Q3 20240—0——
Q4 20240—0——

None reported in Q4 2024.

Holders, Q4 2024

#ManagerLocationShares Value% of their portfolioChangeShares change
1 ALPS ADVISORS INC 7.62% of their portfolio Denver, CO 31,423,59631.4m $1.2bn $1.2bn 7.62% Added +3.1m +3,052,413
2 Invesco Ltd. 0.16% of their portfolio ATLANTA, GA 22,809,16122.8m $876.6m $876.6m 0.16% Added +1.4m +1,406,362
3 Blackstone Inc. 2.78% of their portfolio NEW YORK, NY 15,262,28315.3m $586.5m $586.5m 2.78% Reduced -1.5m -1,513,600
4 GOLDMAN SACHS GROUP INC 0.06% of their portfolio NEW YORK, NY 8,509,1558.5m $327.0m $327.0m 0.06% Reduced -7.0k -6,966
5 TORTOISE CAPITAL ADVISORS, L.L.C. 3.97% of their portfolio OVERLAND PARK, KS 8,064,0898.1m $309.9m $309.9m 3.97% Added +159.0k +159,016
6 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.59% of their portfolio CAUSEWAY BAY, K3 7,273,1867.3m $279.5m $279.5m 0.59% Added +1.4m +1,366,341
7 NEUBERGER BERMAN GROUP LLC 0.21% of their portfolio NEW YORK, NY 6,831,5666.8m $262.5m $262.5m 0.21% Reduced -69.6k -69,567
8 CHICKASAW CAPITAL MANAGEMENT LLC 10.50% of their portfolio MEMPHIS, TN 6,755,3876.8m $259.6m $259.6m 10.50% Added +99.5k +99,518
9 KAYNE ANDERSON CAPITAL ADVISORS LP 4.16% of their portfolio LOS ANGELES, CA 4,590,5864.6m $176.4m $176.4m 4.16% Reduced -1.6m -1,637,862
10 MORGAN STANLEY 0.01% of their portfolio NEW YORK, NY 3,680,2033.7m $141.4m $141.4m 0.01% Reduced -209.2k -209,191
11 UBS Group AG 0.03% of their portfolio ZURICH, V8 3,491,2603.5m $134.2m $134.2m 0.03% Added +431.4k +431,436
12 Brookfield Corp /ON/ 0.39% of their portfolio TORONTO, A6 3,367,5803.4m $129.4m $129.4m 0.39% Added +1.7m +1,699,768
13 WESTWOOD HOLDINGS GROUP INC 0.82% of their portfolio DALLAS, TX 2,769,3872.8m $106.4m $106.4m 0.82% Reduced -2.2m -2,165,465
14 EAGLE GLOBAL ADVISORS LLC 3.83% of their portfolio Houston, TX 2,434,0802.4m $93.5m $93.5m 3.83% Added +458.1k +458,111
15 Clearbridge Investments, LLC 0.07% of their portfolio NEW YORK, NY 2,324,0432.3m $89.3m $89.3m 0.07% Reduced -163.7k -163,692
16 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 1,629,3071.6m $62.6m $62.6m 0.00% Reduced -1.9m -1,940,903
17 MILLER HOWARD INVESTMENTS INC /NY 1.98% of their portfolio KINGSTON, NY 1,567,1971.6m $60.2m $60.2m 1.98% Reduced -140.5k -140,484
18 Fractal Investments LLC 8.63% of their portfolio Glastonbury, CT 1,467,5061.5m $56.4m $56.4m 8.63% Added +1.8k +1,800
19 INFRASTRUCTURE CAPITAL ADVISORS, LLC 7.27% of their portfolio New York, NY 1,412,1251.4m $54.3m $54.3m 7.27% Unchanged
20 BARCLAYS PLC 0.03% of their portfolio LONDON, X0 1,404,3811.4m $54.0m $54.0m 0.03% Added +637.3k +637,266
21 Recurrent Investment Advisors LLC 4.93% of their portfolio HOUSTON, TX 1,397,7801.4m $53.7m $53.7m 4.93% Added +640 +640
22 CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT 3.27% of their portfolio DALLAS, TX 1,280,5971.3m $49.2m $49.2m 3.27% Reduced -34.9k -34,875
23 BNP PARIBAS FINANCIAL MARKETS 0.03% of their portfolio PARIS, I0 1,049,9791.0m $40.4m $40.4m 0.03% Added +54.0k +53,961
24 CIBC Private Wealth Group LLC 0.07% of their portfolio ATLANTA, GA 1,024,1471.0m $41.1m $41.1m 0.07% Reduced -41.6k -41,616
25 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 998,349998.3k $38.4m $38.4m 0.00% Reduced -89.8k -89,779
26 STIFEL FINANCIAL CORP 0.03% of their portfolio ST. LOUIS, MO 785,096785.1k $30.2m $30.2m 0.03% Added +676.7k +676,729
27 WELLS FARGO & COMPANY/MN 0.01% of their portfolio SAN FRANCISCO, CA 715,044715.0k $27.5m $27.5m 0.01% Reduced -41.2k -41,219
28 JENNISON ASSOCIATES LLC 0.02% of their portfolio NEW YORK, NY 677,205677.2k $26.0m $26.0m 0.02% Reduced -1.1m -1,069,042
29 FIRST TRUST ADVISORS LP 0.02% of their portfolio Wheaton, IL 618,538618.5k $23.8m $23.8m 0.02% Added +96.8k +96,781
30 DUFF & PHELPS INVESTMENT MANAGEMENT CO 0.28% of their portfolio CHICAGO, IL 611,183611.2k $23.5m $23.5m 0.28% Reduced -97.5k -97,500
31 ING GROEP NV 0.13% of their portfolio AMSTERDAM, P7 520,187520.2k $20.0m $20.0m 0.13% Reduced -226.4k -226,400
32 LONGFELLOW INVESTMENT MANAGEMENT CO LLC 5.11% of their portfolio BOSTON, MA 517,415517.4k $19.9m $19.9m 5.11% Added +104.2k +104,201
33 RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio ST. PETERSBURG, FL 496,468496.5k $19.1m $19.1m 0.01% First filing
34 RR Advisors, LLC 4.71% of their portfolio DALLAS, TX 477,000477.0k $18.3m $18.3m 4.71% Added +82.0k +82,000
35 CITADEL ADVISORS LLC 0.02% of their portfolio MIAMI, FL 431,206431.2k $16.6m $16.6m 0.02% Reduced -140.1k -140,090
36 Texas Yale Capital Corp. 0.60% of their portfolio ST. PETERSBURG, FL 385,091385.1k $14.8m $14.8m 0.60% Added +3.6k +3,650
37 Terril Brothers, Inc. 4.37% of their portfolio St. Louis, MO 374,536374.5k $14.4m $14.4m 4.37% Added +104.0k +104,000
38 Allianz Asset Management GmbH 0.02% of their portfolio MUNICH, 2M 369,464369.5k $14.2m $14.2m 0.02% Reduced -439.1k -439,100
39 Catalyst Capital Advisors LLC 0.29% of their portfolio San Juan, PR 353,344353.3k $13.6m $13.6m 0.29% Added +19.1k +19,079
40 Adams Asset Advisors, LLC 1.60% of their portfolio DALLAS, TX 323,781323.8k $12.4m $12.4m 1.60% Added +2.1k +2,139
41 NBW CAPITAL LLC 2.15% of their portfolio BOSTON, MA 301,855301.9k $11.6m $11.6m 2.15% Added +14.9k +14,870
42 Knollwood Investment Advisory, LLC 1.21% of their portfolio HUNT VALLEY, MD 301,032301.0k $11.6m $11.6m 1.21% Unchanged
43 NOMURA HOLDINGS INC 0.06% of their portfolio TOKYO, M0 300,000300.0k $11.5m $11.5m 0.06% Unchanged
44 Sovereign Investment Advisors, LLC 3.14% of their portfolio PHOENIX, AZ 274,479274.5k $10.5m $10.5m 3.14% Unchanged
45 Heronetta Management, L.P. 5.02% of their portfolio NEW YORK, NY 228,673228.7k $8.8m $8.8m 5.02% Unchanged
46 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 227,107227.1k $8.7m $8.7m 0.00% Added +32.6k +32,628
47 EXCHANGE TRADED CONCEPTS, LLC 0.17% of their portfolio Oklahoma City, OK 215,060215.1k $8.3m $8.3m 0.17% Reduced -16.8k -16,812
48 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 212,356212.4k $8.2m $8.2m 0.00% Added +8.1k +8,099
49 EVERGREEN CAPITAL MANAGEMENT LLC 0.24% of their portfolio Bellevue, WA 193,603193.6k $7.4m $7.4m 0.24% Added +2.8k +2,840
50 NATIXIS 0.05% of their portfolio PARIS, I0 192,100192.1k $7.4m $7.4m 0.05% Unchanged
51 CITIGROUP INC 0.01% of their portfolio NEW YORK, NY 165,024165.0k $6.3m $6.3m 0.01% Reduced -241.6k -241,563
52 SPIRIT OF AMERICA MANAGEMENT CORP/NY 1.26% of their portfolio SYOSSET, NY 161,650161.7k $6.2m $6.2m 1.26% Reduced -17.7k -17,700
53 Maryland State Retirement & Pension System 0.13% of their portfolio BALTIMORE, MD 160,093160.1k $6.2m $6.2m 0.13% Reduced -3.8k -3,753
54 CIBC WORLD MARKET INC. 0.01% of their portfolio TORONTO, A6 156,600156.6k $6.0m $6.0m 0.01% Unchanged
55 Americana Partners, LLC 0.23% of their portfolio Houston, TX 149,581149.6k $5.7m $5.7m 0.23% Added +6.7k +6,699
56 CASTLEARK MANAGEMENT LLC 0.19% of their portfolio CHICAGO, IL 143,450143.4k $5.5m $5.5m 0.19% Unchanged
57 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 142,877142.9k $5.5m $5.5m 0.00% Added +10.3k +10,343
58 NEXPOINT ASSET MANAGEMENT, L.P. 0.62% of their portfolio Dallas, TX 139,050139.1k $5.3m $5.3m 0.62% Unchanged
59 MGO ONE SEVEN LLC 0.20% of their portfolio Beachwood, OH 136,739136.7k $5.3m $5.3m 0.20% Added +13.5k +13,545
60 TECTONIC ADVISORS LLC 0.34% of their portfolio FRISCO, TX 136,278136.3k $5.2m $5.2m 0.34% Added +3.1k +3,130
61 HENNESSY ADVISORS INC 0.13% of their portfolio NOVATO, CA 117,700117.7k $4.5m $4.5m 0.13% Unchanged
62 Lavaca Capital LLC 1.82% of their portfolio HOUSTON, TX 108,000108.0k $4.2m $4.2m 1.82% Unchanged
63 Advisors Asset Management, Inc. 0.07% of their portfolio Monument, CO 104,884104.9k $4.0m $4.0m 0.07% Added +30.4k +30,449
64 Mariner, LLC 0.01% of their portfolio Overland Park, KS 98,48898.5k $3.8m $3.8m 0.01% Added +3.4k +3,375
65 HighTower Advisors, LLC 0.01% of their portfolio CHICAGO, IL 98,00898.0k $3.8m $3.8m 0.01% Added +3.4k +3,409
66 Summit Financial, LLC 0.13% of their portfolio PARSIPPANY, NJ 93,97794.0k $3.6m $3.6m 0.13% Added +2.4k +2,409
67 GLENMEDE TRUST CO NA 0.02% of their portfolio PHILADELPHIA, PA 84,28884.3k $3.2m $3.2m 0.02% Reduced -1.3k -1,270
68 FMR LLC 0.00% of their portfolio BOSTON, MA 81,48981.5k $3.1m $3.1m 0.00% Reduced -1 -1
69 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 74,45574.5k $2.9m $2.9m 0.00% Reduced -25.3k -25,251
70 U.S. Capital Wealth Advisors, LLC 0.09% of their portfolio AUSTIN, TX 73,20073.2k $2.8m $2.8m 0.09% Reduced -2.0k -2,000
71 Pekin Hardy Strauss, Inc. 0.35% of their portfolio CHICAGO, IL 71,55071.5k $2.7m $2.7m 0.35% Added +15.7k +15,735
72 NorthCoast Asset Management LLC 0.01% of their portfolio STAMFORD, CT 69,36669.4k $2.7m $2.7m 0.01% Unchanged
73 Howard Capital Management, LLC 0.04% of their portfolio Alpharetta, GA 66,54366.5k $2.6m $2.6m 0.04% New
74 DIVIDEND ASSETS CAPITAL, LLC 0.49% of their portfolio Ridgeland, SC 65,65265.7k $2.5m $2.5m 0.49% Added +5.4k +5,352
75 BlackRock, Inc. 0.00% of their portfolio New York, NY 65,48765.5k $2.5m $2.5m 0.00% Unchanged
76 Caption Management, LLC 0.10% of their portfolio OKLAHOMA CITY, OK 62,83062.8k $2.4m $2.4m 0.10% New
77 OPPENHEIMER ASSET MANAGEMENT INC. 0.03% of their portfolio NEW YORK, NY 58,67058.7k $2.3m $2.3m 0.03% Added +1.7k +1,709
78 ELCO Management Co., LLC 1.14% of their portfolio New York, NY 56,39756.4k $2.2m $2.2m 1.14% Reduced -11 -11
79 CAPTRUST FINANCIAL ADVISORS 0.01% of their portfolio RALEIGH, NC 53,32853.3k $2.0m $2.0m 0.01% Added +972 +972
80 Pacer Advisors, Inc. 0.00% of their portfolio Malvern, PA 51,70051.7k $2.0m $2.0m 0.00% Added +11.1k +11,062
81 COMERICA BANK 0.01% of their portfolio DALLAS, TX 50,66650.7k $1.9m $1.9m 0.01% Added +39.6k +39,590
82 CHILTON CAPITAL MANAGEMENT LLC 0.08% of their portfolio HOUSTON, TX 50,63850.6k $1.9m $1.9m 0.08% Reduced -2.8k -2,780
83 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 48,80048.8k $1.9m $1.9m 0.00% Added +19.8k +19,826
84 CARY STREET PARTNERS INVESTMENT ADVISORY LLC 1.22% of their portfolio RICHMOND, VA 48,45548.5k $1.9m $1.9m 1.22% Unchanged
85 D.A. DAVIDSON & CO. 0.02% of their portfolio GREAT FALLS, MT 48,30648.3k $1.9m $1.9m 0.02% Added +3.6k +3,602
86 Kestra Advisory Services, LLC 0.01% of their portfolio AUSTIN, TX 45,89945.9k $1.8m $1.8m 0.01% New
87 ALBERT D MASON INC 1.15% of their portfolio BOSTON, MA 44,75244.8k $1.7m $1.7m 1.15% Reduced -4.5k -4,509
88 VAN ECK ASSOCIATES CORP 0.00% of their portfolio NEW YORK, NY 42,61242.6k $1.6m $1.6m 0.00% Added +12.0k +11,996
89 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 42,29442.3k $1.6m $1.6m 0.00% Added +9.5k +9,506
90 DAYMARK WEALTH PARTNERS, LLC 0.07% of their portfolio CINCINNATI, OH 41,90141.9k $1.6m $1.6m 0.07% Added +9.1k +9,094
91 BASSO CAPITAL MANAGEMENT, L.P. 1.37% of their portfolio STAMFORD, CT 41,15041.1k $1.6m $1.6m 1.37% Unchanged
92 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 40,91240.9k $1.6m $1.6m 0.00% Added +2.1k +2,084
93 STEPHENS INC /AR/ 0.02% of their portfolio LITTLE ROCK, AR 39,19139.2k $1.5m $1.5m 0.02% Reduced -1.7k -1,725
94 Parkside Financial Bank & Trust 0.20% of their portfolio SAINT LOUIS, MO 39,12039.1k $1.5m $1.5m 0.20% Reduced -263 -263
95 KEYBANK NATIONAL ASSOCIATION/OH 0.01% of their portfolio BROOKLYN, OH 38,90338.9k $1.5m $1.5m 0.01% Added +2.7k +2,660
96 LEGACY CAPITAL WEALTH MANAGEMENT, LLC 1.45% of their portfolio THE WOODLANDS, TX 38,03538.0k $1.5m $1.5m 1.45% First filing
97 SILVERCREST ASSET MANAGEMENT GROUP LLC 0.01% of their portfolio NEW YORK, NY 35,17735.2k $1.4m $1.4m 0.01% Reduced -1.1k -1,098
98 CFM WEALTH PARTNERS LLC 0.23% of their portfolio AUSTIN, TX 35,04035.0k $1.3m $1.3m 0.23% Unchanged
99 IEQ CAPITAL, LLC 0.01% of their portfolio Foster City, CA 34,07034.1k $1.3m $1.3m 0.01% Added +6.3k +6,265
100 HUB Investment Partners, LLC 0.05% of their portfolio AUSTIN, TX 33,80033.8k $1.3m $1.3m 0.05% Added +25.3k +25,313