Institutional and Fund Ownership - Buyers
Major holders that have opened new positions in Westlake Chemical Partners LP - Limited Partnership include
Tortoise Capital Series Trust - Tortoise Energy Infrastructure Total Return Fund A Class,
Glenmede Investment Management, LP,
and
Sound Income Strategies, LLC
.
This page shows changes in the ownership structure by listing institutions, funds, and major shareholders that have increased their holdings or opened new positions in the last reporting period. Green rows indicate new positions. Click the link icon to see the full transaction history.
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File Date |
Source |
Investor |
|
Type |
Avg Price (Est) |
Shares |
Δ Shares (%) |
Reported Value ($1000) |
Δ Value (%) |
Port Alloc (%) |
2025-08-01 |
13F |
Envestnet Asset Management Inc
|
|
|
|
17,629 |
4.45 |
389 |
0.00 |
|
2025-08-14 |
13F |
Goldman Sachs Group Inc
|
|
|
|
230,505 |
0.71 |
5,092 |
-3.65 |
|
2025-07-17 |
13F |
Sound Income Strategies, LLC
|
|
|
|
1,462 |
|
32 |
|
|
2025-08-21 |
13F |
Pathway Financial Advisers, LLC
|
|
|
|
105,907 |
2.43 |
2,339 |
-2.01 |
|
2025-08-12 |
13F |
LPL Financial LLC
|
|
|
|
30,076 |
1.01 |
664 |
-3.35 |
|
2025-08-13 |
13F |
Jones Financial Companies Lllp
|
|
|
|
24 |
|
1 |
|
|
2025-08-14 |
13F |
Hrt Financial Lp
|
|
|
|
38,945 |
99.07 |
1 |
|
|
2025-08-07 |
13F |
Allworth Financial LP
|
|
|
|
200 |
|
4 |
|
|
2025-08-12 |
13F |
Proequities, Inc.
|
|
Put
|
|
0 |
|
0 |
|
|
2025-08-12 |
13F |
Proequities, Inc.
|
|
Call
|
|
0 |
|
0 |
|
|
2025-08-12 |
13F |
Proequities, Inc.
|
|
|
|
0 |
|
0 |
|
|
2025-08-14 |
13F |
Bank Of America Corp /de/
|
|
|
|
252,075 |
0.08 |
5,568 |
-4.25 |
|
2025-08-26 |
NP |
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Multi Income Allocation Portfolio Class I
|
|
|
|
1,347 |
7.16 |
30 |
0.00 |
|
2025-08-14 |
13F |
Susquehanna International Group, Llp
|
|
Call
|
|
24,100 |
|
532 |
|
|
2025-07-22 |
13F |
Gsa Capital Partners Llp
|
|
|
|
31,331 |
7.03 |
1 |
|
|
2025-08-06 |
13F |
Ing Groep Nv
|
|
|
|
21,000 |
40.00 |
464 |
33.82 |
|
2025-08-14 |
13F |
Citadel Advisors Llc
|
|
Call
|
|
22,400 |
15.46 |
495 |
10.51 |
|
2025-08-14 |
13F |
Energy Income Partners, LLC
|
|
|
|
1,774,544 |
1.40 |
39,200 |
-2.99 |
|
2025-07-29 |
NP |
Tortoise Capital Series Trust - Tortoise Energy Infrastructure Total Return Fund A Class
|
|
|
|
117,349 |
|
2,596 |
|
|
2025-07-24 |
13F |
Us Bancorp \de\
|
|
|
|
1,000 |
|
22 |
|
|
2025-08-14 |
13F |
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
|
|
|
|
583,932 |
5.96 |
12,899 |
1.38 |
|
2025-08-14 |
13F/A |
Barclays Plc
|
|
|
|
122 |
|
0 |
|
|
2025-08-14 |
13F |
Royal Bank Of Canada
|
|
|
|
6,699 |
44.10 |
148 |
38.32 |
|
2025-08-14 |
13F |
Group One Trading, L.p.
|
|
Call
|
|
8,400 |
42.37 |
186 |
36.03 |
|
2025-08-14 |
13F |
Wells Fargo & Company/mn
|
|
|
|
8,944 |
1.96 |
198 |
-2.48 |
|
2025-08-11 |
13F |
Citigroup Inc
|
|
|
|
187,491 |
55.85 |
4,142 |
49.12 |
|
2025-08-18 |
13F |
Geneos Wealth Management Inc.
|
|
|
|
2,579 |
0.55 |
57 |
-5.08 |
|
2025-08-19 |
13F |
Advisory Services Network, LLC
|
|
|
|
37,000 |
19.35 |
815 |
13.99 |
|
2025-08-14 |
13F |
Jane Street Group, Llc
|
|
|
|
17,539 |
|
387 |
|
|
2025-06-27 |
NP |
DIV - Global X SuperDividend U.S. ETF
|
|
|
|
562,517 |
0.53 |
13,157 |
-3.63 |
|
2025-09-04 |
13F/A |
Advisor Group Holdings, Inc.
|
|
|
|
10,153 |
45.75 |
224 |
40.00 |
|
2025-07-09 |
13F |
Gilman Hill Asset Management, LLC
|
|
|
|
37,923 |
24.56 |
838 |
19.23 |
|
2025-08-14 |
13F |
Glenmede Investment Management, LP
|
|
|
|
41,778 |
|
923 |
|
|
2025-08-05 |
13F |
Simplex Trading, Llc
|
|
Call
|
|
7,500 |
27.12 |
0 |
|
|
2025-07-25 |
13F |
Apollon Wealth Management, LLC
|
|
|
|
18,631 |
12.59 |
412 |
7.59 |
|
2025-08-08 |
13F |
Larson Financial Group LLC
|
|
|
|
52 |
1.96 |
1 |
0.00 |
|
2025-06-25 |
NP |
EMLP - First Trust North American Energy Infrastructure Fund
|
|
|
|
1,057,406 |
2.01 |
24,733 |
-2.21 |
|