Westpac BKG Corp

Q1 2022 vs Q2 2022

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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Crossmark Global Holdings, Inc.

DECREASED

Shares103,775 from 227,860

Change-124,085 (-54%)

Value$1.5K (-$1.8K)

Filed 2022-07-29

Yousif Capital Management, LLC

UNCHANGED

Shares55,947 from 55,947

Change0 (0%)

Value$800 ($0)

Filed 2022-08-01

Kovack Advisors, Inc.

NEW

Shares18,300

Change+18,300

Value$260

Filed 2022-08-10

Pinnacle Wealth Planning Services, Inc.

UNCHANGED

Shares12,663 from 12,663

Change0 (0%)

Value$0 ($0)

Filed 2022-08-03

Atlas Capital Advisors Inc.

DECREASED

Shares12,106 from 12,769

Change-663 (-5%)

Value$171.9K (-$9.4K)

Filed 2022-08-16

SIT Investment Associates Inc

DECREASED

Shares7,775 from 75,400

Change-67,625 (-90%)

Value$105 (-$1.3K)

Filed 2022-08-11

Arlington Partners LLC

UNCHANGED

Shares1,335 from 1,335

Change0 (0%)

Value$19 ($0)

Filed 2022-07-25

Lindbrook Capital, LLC

INCREASED

Shares905 from 166

Change+739 (+445%)

Value$0 ($0)

Filed 2022-08-01

AdvisorNet Financial, Inc

UNCHANGED

Shares823 from 823

Change0 (0%)

Value$0 ($0)

Filed 2022-07-07

Ellevest, Inc.

UNCHANGED

Shares602 from 602

Change0 (0%)

Value$0 ($0)

Filed 2022-07-18

Column Capital Advisors, LLC

UNCHANGED

Shares529 from 529

Change0 (0%)

Value$0 ($0)

Filed 2022-08-04

Parallel Advisors, LLC

UNCHANGED

Shares411 from 411

Change0 (0%)

Value$0 ($0)

Filed 2022-08-01

Fieldpoint Private Securities, LLC

DECREASED

Shares220 from 335

Change-115 (-34%)

Value$0 ($0)

Filed 2022-08-05

Avior Wealth Management, LLC

UNCHANGED

Shares186 from 186

Change0 (0%)

Value$0 ($0)

Filed 2022-08-10

Natixis Advisors, LLC

CLOSED

Shares0 from 75,643

Change-75,643 (-100%)

Value$0 (-$1.1K)

Filed 2022-08-12

Advisor Partners LLC

CLOSED

Shares0 from 61,729

Change-61,729 (-100%)

Value$0 (-$870)

Filed 2022-08-11

Comerica Bank

CLOSED

Shares0 from 56,009

Change-56,009 (-100%)

Value$0 (-$795)

Filed 2022-08-02

Veriti Management LLC

CLOSED

Shares0 from 35,965

Change-35,965 (-100%)

Value$0 ($0)

Filed 2022-07-18

Lake Street Advisors Group, LLC

CLOSED

Shares0 from 31,866

Change-31,866 (-100%)

Value$0 (-$203)

Filed 2022-08-02

Clarius Group, LLC

CLOSED

Shares0 from 17,204

Change-17,204 (-100%)

Value$0 (-$265)

Filed 2022-08-10

Moody National Bank Trust Division

CLOSED

Shares0 from 16,500

Change-16,500 (-100%)

Value$0 (-$234)

Filed 2022-07-07

BNP Paribas Financial Markets

CLOSED

Shares0 from 13,576

Change-13,576 (-100%)

Value$0 ($0)

Filed 2022-08-12

Bokf, NA

CLOSED

Shares0 from 11,035

Change-11,035 (-100%)

Value$0 (-$157)

Filed 2022-08-11

Caprock Group, LLC

CLOSED

Shares0 from 5,787

Change-5,787 (-100%)

Value$0 (-$4)

Filed 2022-07-26

UMB Bank, n.a.

CLOSED

Shares0 from 5,598

Change-5,598 (-100%)

Value$0 (-$80)

Filed 2022-07-20

Hanson & Doremus Investment Management

CLOSED

Shares0 from 4,875

Change-4,875 (-100%)

Value$0 (-$89)

Filed 2022-07-19

Bessemer Group Inc

CLOSED

Shares0 from 4,314

Change-4,314 (-100%)

Value$0 (-$61)

Filed 2022-08-10

Captrust Financial Advisors

CLOSED

Shares0 from 3,075

Change-3,075 (-100%)

Value$0 ($0)

Filed 2022-08-23

Osaic Holdings, Inc.

CLOSED

Shares0 from 2,760

Change-2,760 (-100%)

Value$0 (-$14)

Filed 2022-08-10

Glassman Wealth Services

CLOSED

Shares0 from 2,017

Change-2,017 (-100%)

Value$0 (-$29)

Filed 2022-08-04

Aquatic Capital Management LLC

CLOSED

Shares0 from 2,000

Change-2,000 (-100%)

Value$0 ($0)

Filed 2022-08-15

Bollard Group LLC

CLOSED

Shares0 from 1,751

Change-1,751 (-100%)

Value$0 (-$25)

Filed 2022-08-12

Federation des caisses Desjardins du Quebec

CLOSED

Shares0 from 677

Change-677 (-100%)

Value$0 ($0)

Filed 2024-08-15

M&R Capital Management Inc

CLOSED

Shares0 from 500

Change-500 (-100%)

Value$0 ($0)

Filed 2022-07-05

Rockefeller Capital Management L.P.

CLOSED

Shares0 from 425

Change-425 (-100%)

Value$0 ($0)

Filed 2022-08-12

Fortitude Advisory Group L.L.C.

CLOSED

Shares0 from 326

Change-326 (-100%)

Value$0 ($0)

Filed 2022-08-16

Regentatlantic Capital LLC

CLOSED

Shares0 from 304

Change-304 (-100%)

Value$0 (-$4)

Filed 2022-08-15

Private Capital Group, LLC

CLOSED

Shares0 from 47

Change-47 (-100%)

Value$0 ($0)

Filed 2022-07-28

American National Insurance Co

N/A

Shares— from 15,500

Change-15,500 (-100%)

Value—

	Status
Crossmark Global Holdings, Inc.	DECREASED	103,775	227,860	-124,085	-54%	$3.2K	$1.5K	-$1.8K	2022-07-29
Yousif Capital Management, LLC	UNCHANGED	55,947	55,947	0	0%	$800	$800	$0	2022-08-01
Kovack Advisors, Inc.	NEW	18,300	—	+18,300	—	—	$260	—	2022-08-10
Pinnacle Wealth Planning Services, Inc.	UNCHANGED	12,663	12,663	0	0%	$0	$0	$0	2022-08-03
Atlas Capital Advisors Inc.	DECREASED	12,106	12,769	-663	-5%	$181.3K	$171.9K	-$9.4K	2022-08-16
SIT Investment Associates Inc	DECREASED	7,775	75,400	-67,625	-90%	$1.4K	$105	-$1.3K	2022-08-11
Arlington Partners LLC	UNCHANGED	1,335	1,335	0	0%	$19	$19	$0	2022-07-25
Lindbrook Capital, LLC	INCREASED	905	166	+739	+445%	$0	$0	$0	2022-08-01
AdvisorNet Financial, Inc	UNCHANGED	823	823	0	0%	$0	$0	$0	2022-07-07
Ellevest, Inc.	UNCHANGED	602	602	0	0%	$0	$0	$0	2022-07-18
Column Capital Advisors, LLC	UNCHANGED	529	529	0	0%	$0	$0	$0	2022-08-04
Parallel Advisors, LLC	UNCHANGED	411	411	0	0%	$0	$0	$0	2022-08-01
Fieldpoint Private Securities, LLC	DECREASED	220	335	-115	-34%	$0	$0	$0	2022-08-05
Avior Wealth Management, LLC	UNCHANGED	186	186	0	0%	$0	$0	$0	2022-08-10
Natixis Advisors, LLC	CLOSED	0	75,643	-75,643	-100%	$1.1K	$0	-$1.1K	2022-08-12
Advisor Partners LLC	CLOSED	0	61,729	-61,729	-100%	$870	$0	-$870	2022-08-11
Comerica Bank	CLOSED	0	56,009	-56,009	-100%	$795	$0	-$795	2022-08-02
Veriti Management LLC	CLOSED	0	35,965	-35,965	-100%	$0	$0	$0	2022-07-18
Lake Street Advisors Group, LLC	CLOSED	0	31,866	-31,866	-100%	$203	$0	-$203	2022-08-02
Clarius Group, LLC	CLOSED	0	17,204	-17,204	-100%	$265	$0	-$265	2022-08-10
Moody National Bank Trust Division	CLOSED	0	16,500	-16,500	-100%	$234	$0	-$234	2022-07-07
BNP Paribas Financial Markets	CLOSED	0	13,576	-13,576	-100%	$0	$0	$0	2022-08-12
Bokf, NA	CLOSED	0	11,035	-11,035	-100%	$157	$0	-$157	2022-08-11
Caprock Group, LLC	CLOSED	0	5,787	-5,787	-100%	$4	$0	-$4	2022-07-26
UMB Bank, n.a.	CLOSED	0	5,598	-5,598	-100%	$80	$0	-$80	2022-07-20
Hanson & Doremus Investment Management	CLOSED	0	4,875	-4,875	-100%	$89	$0	-$89	2022-07-19
Bessemer Group Inc	CLOSED	0	4,314	-4,314	-100%	$61	$0	-$61	2022-08-10
Captrust Financial Advisors	CLOSED	0	3,075	-3,075	-100%	$0	$0	$0	2022-08-23
Osaic Holdings, Inc.	CLOSED	0	2,760	-2,760	-100%	$14	$0	-$14	2022-08-10
Glassman Wealth Services	CLOSED	0	2,017	-2,017	-100%	$29	$0	-$29	2022-08-04
Aquatic Capital Management LLC	CLOSED	0	2,000	-2,000	-100%	$0	$0	$0	2022-08-15
Bollard Group LLC	CLOSED	0	1,751	-1,751	-100%	$25	$0	-$25	2022-08-12
Federation des caisses Desjardins du Quebec	CLOSED	0	677	-677	-100%	$0	$0	$0	2024-08-15
M&R Capital Management Inc	CLOSED	0	500	-500	-100%	$0	$0	$0	2022-07-05
Rockefeller Capital Management L.P.	CLOSED	0	425	-425	-100%	$0	$0	$0	2022-08-12
Fortitude Advisory Group L.L.C.	CLOSED	0	326	-326	-100%	$0	$0	$0	2022-08-16
Regentatlantic Capital LLC	CLOSED	0	304	-304	-100%	$4	$0	-$4	2022-08-15
Private Capital Group, LLC	CLOSED	0	47	-47	-100%	$0	$0	$0	2022-07-28
American National Insurance Co	N/A	—	15,500	-15,500	-100%	$222	—	—	—

Showing 39 of 39 institutions