Western Midstream - 95825R103
Detailed investor-level table based on 13F positions.
Early Q4 2025 data: only 1 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| CHICKASAW CAPITAL MANAGEMENT LLC | History | Added to | 2,244,064 | 140,703 | 4.88% | 5.16% | 1 | +60,777 | 2.78% | Q2 2014 | Jul 30, 2014 |
| JENNISON ASSOCIATES LLC | History | Added to | 1,001,053 | 62,766 | 0.06% | 0.05% | 2 | +3,154 | 0.32% | Q2 2014 | Aug 08, 2014 |
| Neuberger Berman Group LLC | History | Reduced | 193,922 | 12,159 | 0.01% | 0.02% | 3 | -121,806 | -38.58% | Q2 2014 | Aug 05, 2014 |
| METROPOLITAN LIFE INSURANCE CO/NY | History | No change | 175,000 | 10,972 | 0.08% | 0.06% | 4 | 0 | 0.0% | Q2 2014 | Jul 31, 2014 |
| Center Coast Capital Advisors, LP | History | New | 156,533 | 9,815 | 0.23% | — | 5 | +156,533 | New | Q2 2014 | Jul 28, 2014 |
| LUCAS CAPITAL MANAGEMENT | History | Added to | 139,084 | 8,721 | 2.77% | 2.16% | 6 | +1,322 | 0.96% | Q2 2014 | Jul 30, 2014 |
| MAI Wealth Advisors | History | Added to | 117,460 | 7,365 | 0.71% | 0.57% | 7 | +2,425 | 2.11% | Q2 2014 | Jul 28, 2014 |
| CREDIT SUISSE AG/ | History | Added to | 116,967 | 7,334 | 0.01% | 0.0% | 8 | +25,010 | 27.2% | Q2 2014 | Aug 11, 2014 |
| MASON STREET ADVISORS, LLC | History | Reduced | 100,000 | 6,270 | 0.05% | 0.09% | 9 | -115,000 | -53.49% | Q2 2014 | Aug 05, 2014 |
| DIVIDEND ASSET CAPITAL, LLC | History | Added to | 72,865 | 4,569 | 0.12% | 0.1% | 10 | +5,740 | 8.55% | Q2 2014 | Jul 28, 2014 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 60,536 | 3,795 | 0.0% | 0.0% | 11 | +16,287 | 36.81% | Q2 2014 | Aug 08, 2014 |
| Parkwood LLC | History | Added to | 51,782 | 3,247 | 0.75% | 0.61% | 12 | +249 | 0.48% | Q2 2014 | Aug 01, 2014 |
| WALNUT PRIVATE EQUITY PARTNERS, LLC | History | No change | 50,000 | 3,135 | 1.87% | 1.58% | 13 | 0 | 0.0% | Q2 2014 | Jul 23, 2014 |
| CANNELL PETER B & CO INC | History | Reduced | 41,100 | 2,577 | 0.08% | 0.08% | 14 | -9,925 | -19.45% | Q2 2014 | Aug 08, 2014 |
| First Western Capital Management Co | History | Reduced | 23,536 | 1,476 | 0.49% | 0.51% | 15 | -6,030 | -20.4% | Q2 2014 | Jul 23, 2014 |
| Linscomb & Williams, Inc. | History | Reduced | 11,587 | 727 | 0.08% | 0.07% | 16 | -546 | -4.5% | Q2 2014 | Aug 05, 2014 |
| DELTEC ASSET MANAGEMENT LLC | History | No change | 10,000 | 627 | 0.13% | 0.11% | 17 | 0 | 0.0% | Q2 2014 | Aug 04, 2014 |
| TURNER INVESTMENTS, L.P. | History | Reduced | 9,790 | 614 | 0.03% | 0.06% | 18 | -40,020 | -80.35% | Q2 2014 | Aug 11, 2014 |
| Independence Trust CO | History | No change | 5,251 | 329 | 0.21% | 0.18% | 19 | 0 | 0.0% | Q2 2014 | Jul 15, 2014 |
| KORNITZER CAPITAL MANAGEMENT INC /KS | History | Reduced | 4,300 | 270 | 0.0% | 0.0% | 20 | -450 | -9.47% | Q2 2014 | Jul 30, 2014 |
| Jacobus Wealth Management, Inc. | History | New | 3,835 | 240 | 0.06% | — | 21 | +3,835 | New | Q2 2014 | Aug 06, 2014 |
| Wunderlich Securities, Inc. | History | Added to | 2,885 | 180 | 0.12% | 0.01% | 22 | +2,643 | 1092.15% | Q2 2014 | Jul 17, 2014 |
| WESTPORT RESOURCES MANAGEMENT INC | History | Reduced | 2,680 | 168 | 0.05% | 0.05% | 23 | -1,000 | -27.17% | Q2 2014 | Jul 31, 2014 |
| CENTRAL TRUST & INVESTMENT CO | History | No change | 689 | 43 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2014 | Jul 09, 2014 |
| FTB Advisors, Inc. | History | Reduced | 405 | 25 | 0.0% | 0.01% | 25 | -570 | -58.46% | Q2 2014 | Aug 07, 2014 |
| ENTERPRISE FINANCIAL SERVICES CORP | History | New | 308 | 19 | 0.01% | — | 26 | +308 | New | Q2 2014 | Jul 24, 2014 |
| SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | History | No change | 250 | 16 | 0.01% | 0.0% | 27 | 0 | 0.0% | Q2 2014 | Jul 18, 2014 |
| Salient Capital Advisors, LLC | History | Closed out | 0 | 0 | — | 3.61% | — | -2,687,484 | -100.0% | Q1 2014 | May 13, 2014 |
| ADVISORY RESEARCH INC | History | Closed out | 0 | 0 | — | 1.27% | — | -2,501,834 | -100.0% | Q1 2014 | May 15, 2014 |
| TORTOISE CAPITAL ADVISORS, L.L.C. | History | Closed out | 0 | 0 | — | 0.68% | — | -2,098,276 | -100.0% | Q1 2014 | May 09, 2014 |
| MORGAN STANLEY | History | Closed out | 0 | 0 | — | 0.03% | — | -1,245,548 | -100.0% | Q1 2014 | May 13, 2014 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | History | Closed out | 0 | 0 | — | 0.02% | — | -676,651 | -100.0% | Q1 2014 | May 13, 2014 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Closed out | 0 | 0 | — | 0.46% | — | -609,735 | -100.0% | Q1 2014 | May 08, 2014 |
| CUSHING ASSET MANAGEMENT, LP | History | Closed out | 0 | 0 | — | 0.86% | — | -600,835 | -100.0% | Q1 2014 | May 20, 2014 |
| GOLDMAN SACHS GROUP INC | History | Closed out | 0 | 0 | — | 0.01% | — | -514,088 | -100.0% | Q1 2014 | May 15, 2014 |
| OPPENHEIMER FUNDS INC | History | Closed out | 0 | 0 | — | 0.02% | — | -344,233 | -100.0% | Q1 2014 | Apr 30, 2014 |
| DEUTSCHE BANK AG\ | History | Closed out | 0 | 0 | — | 0.01% | — | -331,325 | -100.0% | Q1 2014 | May 15, 2014 |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | History | Closed out | 0 | 0 | — | 0.21% | — | -200,000 | -100.0% | Q1 2014 | May 13, 2014 |
| TAYLOR INVESTMENT COUNSELORS LLC | History | Closed out | 0 | 0 | — | 2.36% | — | -186,999 | -100.0% | Q1 2014 | May 14, 2014 |
| BAMCO INC /NY/ | History | Closed out | 0 | 0 | — | 0.04% | — | -184,988 | -100.0% | Q1 2014 | May 15, 2014 |
| Nuveen Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -126,366 | -100.0% | Q1 2014 | May 14, 2014 |
| DRIEHAUS CAPITAL MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.17% | — | -113,217 | -100.0% | Q1 2014 | May 15, 2014 |
| WESTWOOD HOLDINGS GROUP INC | History | Closed out | 0 | 0 | — | 0.04% | — | -106,750 | -100.0% | Q1 2014 | May 14, 2014 |
| TPH Asset Management, LLC | History | Closed out | 0 | 0 | — | 2.2% | — | -95,486 | -100.0% | Q1 2014 | May 15, 2014 |
| CASTLEARK MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.13% | — | -89,600 | -100.0% | Q1 2014 | May 20, 2014 |
| UBS AG | History | Closed out | 0 | 0 | — | 0.0% | — | -82,705 | -100.0% | Q1 2014 | May 16, 2014 |
| HITE Hedge Asset Management LLC | History | Closed out | 0 | 0 | — | 1.28% | — | -82,388 | -100.0% | Q1 2014 | May 14, 2014 |
| Global Endowment Management, LP | History | Closed out | 0 | 0 | — | 0.46% | — | -60,100 | -100.0% | Q1 2014 | May 15, 2014 |
| WELLS FARGO & COMPANY/MN | History | Closed out | 0 | 0 | — | 0.0% | — | -55,468 | -100.0% | Q1 2014 | May 15, 2014 |
| KAYNE ANDERSON CAPITAL ADVISORS LP | History | Closed out | 0 | 0 | — | 0.02% | — | -51,400 | -100.0% | Q1 2014 | May 07, 2014 |
| YORKVILLE CAPITAL MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 1.82% | — | -48,673 | -100.0% | Q1 2014 | May 15, 2014 |
| SALIENT TRUST CO LTA | History | Closed out | 0 | 0 | — | 0.3% | — | -44,233 | -100.0% | Q1 2014 | May 13, 2014 |
| RENAISSANCE TECHNOLOGIES LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -43,425 | -100.0% | Q1 2014 | May 14, 2014 |
| Index Management Solutions, LLC | History | Closed out | 0 | 0 | — | 0.25% | — | -31,028 | -100.0% | Q1 2014 | May 15, 2014 |
| Bank of New York Mellon Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -28,464 | -100.0% | Q1 2014 | May 14, 2014 |
| Belmont Global Advisors, Inc. | History | Closed out | 0 | 0 | — | 1.09% | — | -26,500 | -100.0% | Q1 2014 | May 13, 2014 |
| BANK OF AMERICA CORP /DE/ | History | Closed out | 0 | 0 | — | 0.0% | — | -23,670 | -100.0% | Q1 2014 | May 15, 2014 |
| ROYAL BANK OF CANADA | History | Closed out | 0 | 0 | — | 0.0% | — | -19,750 | -100.0% | Q1 2014 | May 15, 2014 |
| BURNHAM ASSET MANAGEMENT CORP /NY/ | History | Closed out | 0 | 0 | — | 0.19% | — | -16,150 | -100.0% | Q1 2014 | Apr 25, 2014 |
| Texas Yale Capital Corp. | History | Closed out | 0 | 0 | — | 0.1% | — | -15,150 | -100.0% | Q1 2014 | Aug 04, 2014 |
| RR Advisors, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -13,000 | -100.0% | Q1 2014 | May 14, 2014 |
| Sequoia Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.52% | — | -12,772 | -100.0% | Q1 2014 | May 15, 2014 |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | History | Closed out | 0 | 0 | — | 0.0% | — | -10,200 | -100.0% | Q1 2014 | Apr 18, 2014 |
| STATE STREET CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -9,853 | -100.0% | Q1 2014 | May 15, 2014 |
| CIBC Asset Management Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -6,906 | -100.0% | Q1 2014 | May 09, 2014 |
| Sterling Capital Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,788 | -100.0% | Q1 2014 | May 16, 2014 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Closed out | 0 | 0 | — | 0.0% | — | -6,257 | -100.0% | Q1 2014 | May 15, 2014 |
| FRANKLIN RESOURCES INC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,567 | -100.0% | Q1 2014 | May 13, 2014 |
| STEPHENS INC /AR/ | History | Closed out | 0 | 0 | — | 0.01% | — | -4,520 | -100.0% | Q1 2014 | May 13, 2014 |
| US BANCORP \DE\ | History | Closed out | 0 | 0 | — | 0.0% | — | -4,335 | -100.0% | Q1 2014 | May 14, 2014 |
| CITIGROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,238 | -100.0% | Q1 2014 | May 15, 2014 |
| BARCLAYS PLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,761 | -100.0% | Q1 2014 | May 15, 2014 |
| LADENBURG THALMANN FINANCIAL SERVICES INC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,687 | -100.0% | Q1 2014 | May 15, 2014 |
| SHAPIRO ROBERT N | History | Closed out | 0 | 0 | — | 0.01% | — | -1,555 | -100.0% | Q1 2014 | Jun 18, 2014 |
| COHEN & STEERS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,462 | -100.0% | Q1 2014 | May 15, 2014 |
| ALLIANCEBERNSTEIN L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,320 | -100.0% | Q1 2014 | May 13, 2014 |
| Legg Mason Investment Counsel, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,200 | -100.0% | Q1 2014 | May 15, 2014 |
| Clearbridge Investments, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,090 | -100.0% | Q1 2014 | May 15, 2014 |
| WealthTrust-Arizona, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -250 | -100.0% | Q1 2014 | Apr 23, 2014 |
| Tower Research Capital LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -160 | -100.0% | Q1 2014 | May 02, 2014 |
| AMERIPRISE FINANCIAL INC | History | Closed out | 0 | 0 | — | 0.0% | — | -100 | -100.0% | Q1 2014 | May 14, 2014 |