Public record / Tickers / WES

WES — Western Midstream Partners, LP†

Both disclosure regimes on one name: who in Congress filed about WES, which institutions reported holding it. Each section keeps its own clock — congressional trades on the 45-day PTR clock, 13F holdings as quarter-end snapshots.

Congress txns
23
all PTR rows naming WES
Members · 12m
0
0 buys · 0 sells · by trade date
Latest PTR
02-11
filed 2022-02-11
13F holders
275
top-275 slice · 2026-03-31
Congress = transactions in statutory ranges, 45-day lag · Institutions = quarter-end positions, 45-day lagas of 2026-10-01 13:54 UTCno price data — a disclosure record, not a chart

Mark E. Green · $250K–$500K

SELL · traded 2020-10-22 → filed 2020-10-29. Ranked over every WES row by the provable lower bound, never a point estimate.

No member disclosed WES in the trailing 12 months

Counts of disclosures by trade date, not dollars — ranges cannot be netted across members. Flow ranges per member are in the table below.

2 rows filed past the 45-day window

Late disclosure is stated on the row, never editorialised. Both dates and the receipt stay on every row.

Congress · disclosure timeline

TRADE DATES · 24M · ▲ BUY ▼ SELL · HEIGHT = LOG LOWER BOUND

No dated WES rows fall inside the trailing 24 months by trade date.

Trade date, not filing date — the lag lives in the table below. 0 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING WES · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning WES
FiledMemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2022-02-11Pete Sessions R–TX-17SELLTraded 01-18 +24d$1K–$15K
2021-05-02Perdue , Jr, David A —SELL partial · JT (partial sale, jointly owned)Traded 2020-02-20 LATE·437d$1K–$15Kamendment pending
2021-05-02Perdue , Jr, David A —SELL partial · JT (partial sale, jointly owned)Traded 2020-02-20 LATE·437d$1K–$15Kamendment pending
2020-10-29Mark E. Green R–TN-7SELLTraded 10-22 +7d$250K–$500K
2020-10-29Mark E. Green R–TN-7BUYTraded 10-05 +24d$15K–$50K
Each row shows the trade date and the filing date; the gap between them is the disclosure lag.all 23 ↗

Members active in WES

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-10-01

No member disclosed WES in the trailing 12 months.

Congress ↔ notable managers · WES

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers
0 — —
Sellers
0 — —

filed 2026-07-03 → 2026-10-01 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Adding
0 — $0 held
Trimming
0 — $0 held

NEW + ADD vs TRIM + EXIT, by shares · $ = reported value now, not the change · WESTERN MIDSTREAM PARTNERS L

No moves on either side in the window.

Institutional holders · 13F · Quarter ended 2026-03-31 · longs only

full holders view ↗
Top institutional holders of WES for quarter 2026-03-31
#FilerValueSecuritiesFlagsSrc
1ALPS ADVISORS INC$1.6B1
2Invesco Ltd.$990M1
3MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$365M1
4Blackstone Inc.$360M1
5MORGAN STANLEY$187M1
6KAYNE ANDERSON CAPITAL ADVISORS LP$161M1
7UBS Group AG$153M1
8WESTWOOD HOLDINGS GROUP INC$88.2M1
9CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT$69.0M1
10ING GROEP NV$65.4M1
11Fractal Investments LLC$65.0M1
12BERKLEY W R CORP$52.2M1
13INFRASTRUCTURE CAPITAL ADVISORS, LLC$50.8M1
14Recurrent Investment Advisors LLC$46.7M1
15BANK OF AMERICA CORP /DE/$46.5M1
16CIBC Bancorp USA Inc.$44.1M1
17EAGLE GLOBAL ADVISORS LLC$43.8M1
18STIFEL FINANCIAL CORP$40.5M1
19LONGFELLOW INVESTMENT MANAGEMENT CO LLC$37.7M1
20FIRST TRUST ADVISORS LP$37.2M1
21WELLS FARGO & COMPANY/MN$34.5M1
22NATIXIS$27.5M1
23Texas Yale Capital Corp.$26.1M1
24RAYMOND JAMES FINANCIAL INC$22.9M1
25Empowered Funds, LLC$19.5M1
26Allianz Asset Management GmbH$18.3M1
27Empirical Finance, LLC$18.2M1
28TERRIL BROTHERS, INC.$16.7M1
29Catalyst Capital Advisors LLC$16.5M1
30Militia Capital Management LLC$16.5M1
31JENNISON ASSOCIATES LLC$13.2M1
32Knollwood Investment Advisory, LLC$12.4M1
33LPL Financial LLC$12.3M1
34Susquehanna Portfolio Strategies, LLC$11.9M1
35Sovereign Investment Advisors, LLC$11.3M1
36EXCHANGE TRADED CONCEPTS, LLC$11.1M1
37Slotnik Capital, LLC$10.8M1
38Waverly Advisors, LLC$10.4M1
39Advisors Asset Management, Inc.$10.0M1
40ROYAL BANK OF CANADA$9.9M1
41Maryland State Retirement & Pension System$9.0M1
42STEPHENS INC /AR/$8.5M1
43Heronetta Management, L.P.$8.5M1
44RR Advisors, LLC$7.6M1
45HORIZON KINETICS ASSET MANAGEMENT LLC$7.0M1
46Ellsworth Advisors, LLC$6.8M1
47CITIGROUP INC$6.7M1
48Americana Partners, LLC$6.7M1
49EVERGREEN CAPITAL MANAGEMENT LLC$6.5M1
50Sanctuary Advisors, LLC$5.9M1
51U.S. Capital Wealth Advisors, LLC$5.8M1
52Rockefeller Capital Management L.P.$5.5M1
53Cresset Asset Management, LLC$5.4M1
54Mariner, LLC$5.3M1
55ENVESTNET ASSET MANAGEMENT INC$4.6M1
56Lavaca Capital LLC$4.4M1
57Cetera Investment Advisers$4.3M1
58SUSQUEHANNA INTERNATIONAL GROUP, LLP$4.3M1
59PARAGON ASSOCIATES & PARAGON ASSOCIATES II JOINT VENTURE$4.1M1
60Summit Financial, LLC$3.9M1
61HighTower Advisors, LLC$3.5M1
62Pathstone Holdings, LLC$3.4M1
63Pekin Hardy Strauss, Inc.$3.0M1
64D.A. DAVIDSON & CO.$3.0M1
65NewEdge Advisors, LLC$2.7M1
66BlackRock, Inc.$2.7M1
67Parkside Financial Bank & Trust$2.7M1
68DIVIDEND ASSETS CAPITAL, LLC$2.6M1
69HUB Investment Partners, LLC$2.5M1
70Keeler Thomas Management LLC$2.2M1
71Kestra Advisory Services, LLC$2.2M1
72ELCO Management Co., LLC$2.1M1
73CFM WEALTH PARTNERS LLC$2.1M1
74DAYMARK WEALTH PARTNERS, LLC$2.0M1
75WEXFORD CAPITAL LP$2.0M1
76MAI Capital Management$2.0M1
77TRUIST FINANCIAL CORP$2.0M1
78Creative Planning$1.9M1
79SageGuard Financial Group, LLC$1.8M1
80NORTHERN TRUST CORP$1.7M1
81CHILTON CAPITAL MANAGEMENT LLC$1.7M1
82AlphaCore Capital LLC$1.6M1
83GUGGENHEIM CAPITAL LLC$1.6M1
84FMR LLC$1.6M1
85Samalin Investment Counsel, LLC$1.6M1
86Beacon Pointe Advisors, LLC$1.5M1
87Requisite Capital Management, LLC$1.5M1
88OPPENHEIMER ASSET MANAGEMENT INC.$1.5M1
89FIDELIS CAPITAL PARTNERS, LLC$1.5M1
90INDEPENDENT FINANCIAL GROUP, LLC$1.5M1
91IFG Advisory, LLC$1.4M1
92Turtle Creek Wealth Advisors, LLC$1.4M1
93PFG Investments, LLC$1.3M1
94IEQ CAPITAL, LLC$1.3M1
95Cerity Partners LLC$1.3M1
96Autumn Glory Partners, LLC$1.3M1
97OSAIC HOLDINGS, INC.$1.3M1
98US BANCORP \DE\$1.3M1
99Apollon Wealth Management, LLC$1.2M1
100WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$1.2M1
101BWM Planning, LLC$1.2M1
102Nicholas Wealth, LLC.$1.2M1
103Curi Capital, LLC$1.2M1
104Cedar Wealth Management, LLC$1.1M1
105COMMONWEALTH EQUITY SERVICES, LLC$1.1M1
106Moors & Cabot, Inc.$1.1M1
107AMERICAN FINANCIAL GROUP INC$1.0M1
108Abel Hall, LLC$1.0M1
109Summit Trail Advisors, LLC$1.0M1
110NewEdge Wealth, LLC$966K1
111Kovack Advisors, Inc.$954K1
112CWM, LLC$914K1
113Chicago Partners Investment Group LLC$901K1
114CVFG LLC$895K1
115Focus Partners Wealth$893K1
116Corient Private Wealth LLC$868K1
117ProShare Advisors LLC$826K1
118Mutual Advisors, LLC$825K1
119Linscomb Wealth, Inc.$812K1
120KESTRA PRIVATE WEALTH SERVICES, LLC$803K1
121Kercheville Advisors, LLC$795K1
122Plan Group Financial, LLC$746K1
123Evanson Asset Management, LLC$744K1
124VestGen Advisors, LLC$740K1
125Snowden Capital Advisors LLC$732K1
126Concurrent Investment Advisors, LLC$717K1
127SIMON QUICK ADVISORS, LLC$716K1
128Cornerstone Management, Inc.$689K1
129Rockwood Wealth Management, LLC$688K1
130&PARTNERS$681K1
131Caprock Group, LLC$670K1
132Diversified Trust Co$669K1
133Lido Advisors, LLC$654K1
134NOVEM GROUP$640K1
135EQUITEC PROPRIETARY MARKETS, LLC$605K1
136Oxinas Partners, LLC$567K1
137Stratos Wealth Partners, LTD.$566K1
138CASTLEARK MANAGEMENT LLC$551K1
139JOURNEY STRATEGIC WEALTH LLC$548K1
140BITTERROOT CAPITAL ADVISORS LLC$537K1
141AlTi Global, Inc.$527K1
142Brookstone Capital Management$527K1
143Steward Partners Investment Advisory, LLC$525K1
144Westover Capital Advisors, LLC$523K1
145Kaizen Financial Strategies$514K1
146DIMENSIONAL FUND ADVISORS LP$493K1
147MGO ONE SEVEN LLC$463K1
148HOWARD FINANCIAL SERVICES, LTD.$460K1
149Prospera Financial Services Inc$456K1
150FIDUCIARY FINANCIAL GROUP, LLC$440K1
151Fiduciary Group, LLC$429K1
152F/m Investments LLC$426K1
153Hardy Reed LLC$414K1
154HB Wealth Management, LLC$409K1
155CHOREO, LLC$407K1
156BLAIR WILLIAM & CO/IL$399K1
157Private Advisor Group, LLC$390K1
158Quantinno Capital Management LP$375K1
159TOCQUEVILLE ASSET MANAGEMENT L.P.$365K1
160Cadent Capital Advisors, LLC$364K1
161Convergence Financial, LLC$361K1
162South Street Advisors LLC$356K1
163M&T BANK CORP$352K1
164Stonebridge Financial Group, LLC / MO$345K1
165MITCHELL MCLEOD PUGH & WILLIAMS INC$345K1
166Corps Capital Advisors, LLC$342K1
167Obermeyer Wealth Partners$329K1
168Quantum Financial Planning Services, Inc.$329K1
169MOODY NATIONAL BANK TRUST DIVISION$311K1
170Sequoia Financial Advisors, LLC$295K1
171INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV$294K1
172Outlook Wealth Advisors, LLC$291K1
173SANDERS MORRIS HARRIS LLC$276K1
174Intrua Financial, LLC$271K1
175Laird Norton Wetherby Trust Company, LLC$266K1
176FIFTH THIRD BANCORP$265K1
177Curated Wealth Partners LLC$263K1
178Naviter Wealth, LLC$263K1
179TABLEAUX LLC$263K1
180Hickory Point Bank & Trust$261K1
181Wilmington Savings Fund Society, FSB$261K1
182Venture Visionary Partners LLC$259K1
183Arista Wealth Management, LLC$259K1
184Pasadena Private Wealth, LLC$252K1
185Highlander Partners, L.P.$251K1
186Kingsview Wealth Management, LLC$243K1
187AE Wealth Management LLC$241K1
188Magnus Financial Group LLC$239K1
189WESTCO ADVISORY SERVICES INC /ADV$239K1
190Sage Capital Management, LLC$235K1
191CAPITAL ADVISORS INC/OK$231K1
192MATTERN CAPITAL MANAGEMENT, LLC$225K1
193QUADRANT CAPITAL GROUP LLC$224K1
194Archford Capital Strategies, LLC$222K1
195AMERICAN CENTURY COMPANIES INC$219K1
196Summit Financial Wealth Advisors, LLC$215K1
197Advisor Resource Council$208K1
198DRW Securities, LLC$206K1
199BALDWIN WEALTH PARTNERS LLC/MA$206K1
200Resonant Capital Advisors, LLC$206K1
201Regal Investment Advisors LLC$204K1
202Tidal Investments LLC$203K1
203WESPAC Advisors, LLC$201K1
204SCS Capital Management LLC$201K1
205Pavion Blue Capital, LLC$201K1
206Virtus Investment Advisers, LLC$185K1
207Amplify Investments, LLC$176K1
208CENTRAL TRUST Co$173K1
209AMERIFLEX GROUP, INC.$172K1
210Geneos Wealth Management Inc.$148K1
211Arax Advisory Partners$78.2K1
212State of Wyoming$70.7K1
213HM PAYSON & CO$52.3K1
214Allworth Financial LP$42.8K1
215INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$41.2K1
216MATHER GROUP, LLC.$37.5K1
217Elequin Capital, LP$34.6K1
218Financial Network Wealth Advisors LLC$33.7K1
219NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$33.5K1
220Larson Financial Group LLC$32.6K1
221ARMSTRONG ADVISORY GROUP, INC$28.8K1
222Glen Eagle Advisors, LLC$28.5K1
223TOTH FINANCIAL ADVISORY CORP$24.4K1
224Truvestments Capital LLC$24.1K1
225Axiom Investment Management LLC$18.5K1
226HRT FINANCIAL LP$16.6K1
227Founders Capital Management$16.5K1
228ASSETMARK, INC$16.3K1
229UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$14.7K1
230Pacific Center for Financial Services$12.4K1
231Vermillion Wealth Management, Inc.$10.1K1
232Medallion Wealth Advisors, LLC$8.7K1
233Asset Dedication, LLC$8.2K1
234TD Waterhouse Canada Inc.$8.1K1
235Optiver Holding B.V.$6.1K1
236CALDWELL SUTTER CAPITAL, INC.$5.4K1
237Abound Wealth Management$4.9K1
238West Financial Advisors, LLC$4.8K1
239GSA CAPITAL PARTNERS LLP$2.1K1
240Virtu Financial LLC$1.8K1
241WOLFF WIESE MAGANA LLC$1.5K1
242Bollard Group LLC$6681
243Rialto Wealth Management, LLC$5771
244PEAPACK GLADSTONE FINANCIAL CORP$5221
245Investor's Fiduciary Advisor Network, LLC$2261
246Avion Wealth$241
247Capital Analysts, LLC$231
248State of Alaska, Department of Revenue$181
249Capital Advisors, Ltd. LLC$21
250Jefferies Financial Group Inc.— value not disclosed1
251GLENMEDE TRUST CO NA— value not disclosed1
252HARBOUR INVESTMENTS, INC.— value not disclosed1
253COMERICA BANK— value not disclosed1
254CIBC Private Wealth Group LLC— value not disclosed1
255CITADEL ADVISORS LLC— value not disclosed1
256Barnett & Company, Inc.— value not disclosed1
257TWO SIGMA SECURITIES, LLC— value not disclosed1
258Verition Fund Management LLC— value not disclosed1
259SUMMIT SECURITIES GROUP LLC— value not disclosed1
260Vestcor Inc— value not disclosed1
261Alpha Cubed Investments, LLC— value not disclosed1
262VIRTUS ADVISERS, LLC— value not disclosed1
263JANE STREET GROUP, LLC— value not disclosed1
264Inspire Investing, LLC— value not disclosed1
265Independent Advisor Alliance— value not disclosed1
266McIlrath & Eck, LLC— value not disclosed1
267DV Trading LLC— value not disclosed1
268Global Retirement Partners, LLC— value not disclosed1
269XTX Topco Ltd— value not disclosed1
270Militia Capital Partners, LP— value not disclosed1
271TECTONIC ADVISORS LLC— value not disclosed1
272Nuveen, LLC— value not disclosed1
273Prossimo Advisors, LLC— value not disclosed1
274PREVAIL INNOVATIVE WEALTH ADVISORS, LLC— value not disclosed1
275Wealth Enhancement Trust Services, Inc.— value not disclosed1
Truncated by Public Filings. Every one of the 249 13F filers reporting this share class for the quarter is listed. methodology §13F ↗
§ derived by Public Filings from this build's reviewed ticker-mapping holders list for this share class; that list carries each holder's share count, share change and filed date (the full holders view shows them), but no document links — the EDGAR link opens the filer's 13F list
n/c Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Crowding — not available in this build. No holder rows for the selected period, so no percentile can be ranked.

Do the two regimes agree?

TRAILING 12M · CONGRESS vs FILERS NET
Congress net (rows)no rows
Congress net ($ bound)$0
Filers net (actions)not in build
Filers net ($ Q/Q)not in build

The filer side needs per-issuer quarter-over-quarter actions, which the published aggregate does not carry for this issuer. Convergence and divergence are stated only when both sides are computed.

Signals on WES

RETAINED WINDOW · ACTIVE HITS

Zero hits on WES in the retained window — a computed answer over every rule, not missing coverage.

Every rule, with its definition →

Planned modules for WES · financials and macro

Financials — as filed PLANNED

WES's as-reported XBRL fundamentals will appear here when the financials module passes its gates. Until then: WES on EDGAR ↗

Macro context PLANNED

Rates, inflation, and positioning series land here with the macro module — vintage-aware, never nowcast.

† issuer name from the SEC's present-day ticker file (company_tickers.json) — a present-day mapping, not the name as of each filing