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 2026-09-14 13:21 UTCno price data — a disclosure record, not a chart

Mark E. Green · $250K–$500K

Sale · 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
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2022-02-11Pete Sessions R–TX-17SaleTraded 01-18 +24d$1K–$15K
2021-05-02Perdue , Jr, David A Sale · partial · JT (partial sale, jointly owned)Traded 2020-02-20 LATE·437d$1K–$15Kamendment pending
2021-05-02Perdue , Jr, David A Sale · partial · JT (partial sale, jointly owned)Traded 2020-02-20 LATE·437d$1K–$15Kamendment pending
2020-10-29Mark E. Green R–TN-7SaleTraded 10-22 +7d$250K–$500K
2020-10-29Mark E. Green R–TN-7PurchaseTraded 10-05 +24d$15K–$50K
Traded → filed dates on every rowEach 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 2026-09-14

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 2026-06-16 → 2026-09-14 · 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
#FilerValue ▾SecuritiesFlagsSrc
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.$01
251GLENMEDE TRUST CO NA$01
252HARBOUR INVESTMENTS, INC.$01
253COMERICA BANK$01
254CIBC Private Wealth Group LLC$01
255CITADEL ADVISORS LLC$01
256Barnett & Company, Inc.$01
257TWO SIGMA SECURITIES, LLC$01
258Verition Fund Management LLC$01
259SUMMIT SECURITIES GROUP LLC$01
260Vestcor Inc$01
261Alpha Cubed Investments, LLC$01
262VIRTUS ADVISERS, LLC$01
263JANE STREET GROUP, LLC$01
264Inspire Investing, LLC$01
265Independent Advisor Alliance$01
266McIlrath & Eck, LLC$01
267DV Trading LLC$01
268Global Retirement Partners, LLC$01
269XTX Topco Ltd$01
270Militia Capital Partners, LP$01
271TECTONIC ADVISORS LLC$01
272Nuveen, LLC$01
273Prossimo Advisors, LLC$01
274PREVAIL INNOVATIVE WEALTH ADVISORS, LLC$01
275Wealth Enhancement Trust Services, Inc.$01
Truncated by Public Filings. The published aggregate ranks the top 275 holders per issuer — a build parameter of the Public Filings aggregation, not a census. Rows beyond it exist in individual filings on EDGAR. methodology §13F ↗
§ derived by Public Filings from the published aggregate (agg_issuer_top_holders); per-filer filed dates, share counts and document links are not in the published aggregate — 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