Westrock Coffee (WEST) Institutional Ownership

$10.52
+0.04 (+0.38%)
(As of 05/3/2024 ET)

Institutional Ownership Changes (13F Filings) for Westrock Coffee (NASDAQ:WEST)

Current
Institutional Ownership
Percentage
45.08%
Number of
Institutional Buyers
(last 12 months)
27
Total
Institutional Inflows
(last 12 months)
$80.53M
Number of
Institutional Sellers
(last 12 months)
13
Total
Institutional Outflows
(last 12 months)
$6.23M
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WEST Institutional Buying and Selling by Quarter

Westrock Coffee Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/29/2024 Paragon Advisors LLC120,866$1.25M0.5%-10.2%0.137%
4/25/2024 Horrell Capital Management Inc.86,571$894K0.2%+2.5%0.098%
4/18/2024 Hexagon Capital Partners LLC4,000$41K0.0%N/A0.005%
2/13/2024Stephens Inc. AR138,532$1.41M0.0%+197.7%0.157%
2/13/2024Tower Research Capital LLC TRC9,397$96K0.0%+807.0%0.011%
2/9/2024D.A. Davidson & CO.96,002$980K0.0%-5.2%0.109%
2/9/2024NFC Investments LLC3,468,708$35.42M11.0%N/A3.940%
2/7/2024Principal Street Partners LLC195,800$2.00M0.5%-49.6%0.222%
2/6/2024Swiss National Bank60,800$621K0.0%+46.2%0.069%
2/5/2024Legacy Capital Wealth Partners LLC17,523$179K0.1%N/A0.020%
2/2/2024AM Investment Strategies LLC25,000$255K0.1%N/A0.028%
2/1/2024New York State Common Retirement Fund6,639$68K0.0%-44.2%0.008%
2/1/2024 Rainey & Randall Investment Management Inc.39,547$404K0.1%-20.9%0.045%
2/1/2024Signaturefd LLC25,000$255K0.0%N/A0.028%
1/30/2024 Zurcher Kantonalbank Zurich Cantonalbank 5,890$60K0.0%-42.0%0.007%
1/26/2024Cerity Partners LLC11,175$114K0.0%N/A0.013%
1/24/2024Arvest Trust Co. N A17,635$180K0.0%N/A0.020%
1/23/2024DAVENPORT & Co LLC163,640$1.67M0.0%+3.1%0.186%
1/16/2024 Raymond James & Associates235,642$2.41M0.0%-13.5%0.268%
1/11/2024 Horrell Capital Management Inc.84,424$862K0.3%+2.5%0.096%
1/5/2024 Stephens Group LLC8,292,697$84.67M35.4%-1.4%9.419%
1/4/2024 Silverleafe Capital Partners LLC4,053,466$41.39M20.2%-2.0%4.604%
12/18/2023Gladius Capital Management LP3,222$29K0.0%N/A0.004%
12/1/2023B. Riley Wealth Advisors Inc.19,240$170K0.0%N/A0.022%
11/17/2023 Diversified Trust Co112,673$998K0.0%+21.0%0.129%
11/13/2023Mariner LLC64,279$570K0.0%N/A0.073%
11/13/2023Wolverine Asset Management LLC8,133$72K0.0%-23.6%0.009%
11/13/2023FMR LLC1,640,254$14.53M0.0%+30.0%1.872%
11/8/2023Pathstone Family Office LLC12,000$106K0.0%N/A0.014%
11/8/2023D.A. Davidson & CO.101,276$897K0.0%-2.7%0.116%
11/8/2023Gamco Investors INC. ET AL243,150$2.15M0.0%-5.5%0.278%
11/8/2023Swiss National Bank41,600$369K0.0%-15.8%0.047%
11/7/2023Barclays PLC8,577$77K0.0%-12.0%0.010%
11/6/2023 Paragon Advisors LLC154,600$1.37M0.6%-17.1%0.176%
11/1/2023 Silverleafe Capital Partners LLC4,135,466$36.64M19.2%N/A4.720%
11/1/2023 Horrell Capital Management Inc.82,330$729K0.2%+8.7%0.094%
10/31/2023Panagora Asset Management Inc.11,011$98K0.0%N/A0.013%
10/27/2023 First Horizon Advisors Inc.2,780$25K0.0%N/A0.003%
10/26/2023Asset Advisors Investment Management LLC10,000$89K0.0%N/A0.011%
10/25/2023 Zurcher Kantonalbank Zurich Cantonalbank10,151$90K0.0%+24.8%0.012%
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10/24/2023 Bank of New York Mellon Corp82,366$730K0.0%+15.8%0.094%
10/24/2023 Raymond James & Associates272,544$2.42M0.0%+70.0%0.311%
10/17/2023DAVENPORT & Co LLC158,675$1.41M0.0%+29.9%0.181%
10/10/2023Gladius Capital Management LP3,222$29K0.0%N/A0.004%
10/5/2023 Stephens Group LLC8,410,094$74.51M33.7%-1.2%9.599%
9/21/2023Barclays PLC9,748$106K0.0%N/A0.011%
9/1/2023 Portside Wealth Group LLC159,315$1.73M0.1%N/A0.182%
(Data available from 1/1/2016 forward)

WEST Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of WEST shares?

During the previous two years, 35 institutional investors and hedge funds held shares of Westrock Coffee. The most heavily invested institutionals were Stephens Group LLC ($84.67M), Silverleafe Capital Partners LLC ($41.39M), NFC Investments LLC ($35.42M), FMR LLC ($14.53M), Raymond James & Associates ($2.41M), Gamco Investors INC. ET AL ($2.15M), and Principal Street Partners LLC ($2.00M).Learn more on WEST's institutional investors.

What percentage of Westrock Coffee stock is owned by institutional investors?

45.08% of Westrock Coffee stock is owned by institutional investors. Learn more on WEST's institutional investor holdings.

Which institutional investors have been buying Westrock Coffee stock?

Of the 27 institutional investors that purchased Westrock Coffee stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Silverleafe Capital Partners LLC ($4.14M), NFC Investments LLC ($3.47M), FMR LLC ($378.87K), Portside Wealth Group LLC ($159.32K), Raymond James & Associates ($112.25K), Stephens Inc. AR ($92K), and Mariner LLC ($64.28K).

How much institutional buying is happening at Westrock Coffee?

Institutional investors have bought a total of 8,695,186 shares in the last 24 months. This purchase volume represents approximately $80.53M in transactions.

Which Westrock Coffee major shareholders have been selling company stock?

Of the 13 institutional investors that sold Westrock Coffee stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Stephens Group LLC ($220.28K), Principal Street Partners LLC ($192.89K), Silverleafe Capital Partners LLC ($82K), Paragon Advisors LLC ($45.72K), Raymond James & Associates ($36.90K), Gamco Investors INC. ET AL ($14.10K), and Rainey & Randall Investment Management Inc. ($10.45K).

How much institutional selling is happening at Westrock Coffee?

Institutional investors have sold a total of 631,423 shares in the last 24 months. This volume of shares sold represents approximately $6.23M in transactions.


This page (NASDAQ:WEST) was last updated on 5/4/2024 by MarketBeat.com Staff

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