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Westwood Holdings Group (WHG) Institutional Ownership

Westwood Holdings Group logo
$15.01 -0.31 (-2.02%)
(As of 03:46 PM ET)
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Institutional Ownership Changes (13F Filings) for Westwood Holdings Group (NYSE:WHG)

Current
Institutional Ownership
Percentage
56.64%
Number of
Institutional Buyers
(last 12 months)
16
Total
Institutional Inflows
(last 12 months)
$5.31M
Number of
Institutional Sellers
(last 12 months)
6
Total
Institutional Outflows
(last 12 months)
$1.17M
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WHG Institutional Buying and Selling by Quarter

Westwood Holdings Group Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/18/2024 Arete Wealth Advisors LLC20,427$294K0.0%+11.9%0.220%
11/16/2024 Geode Capital Management LLC65,555$931K0.0%-7.3%0.707%
11/14/2024 De Lisle Partners LLP68,680$972K0.2%+131.4%0.741%
11/12/2024 Garner Asset Management Corp126,326$1.79M0.8%+8.0%1.362%
11/8/2024 King Luther Capital Management Corp184,990$2.63M0.0%-22.5%1.996%
11/8/2024 Connor Clark & Lunn Investment Management Ltd.14,191$202K0.0%-5.8%0.153%
11/6/2024 Empowered Funds LLC25,107$357K0.0%+5.0%0.271%
10/30/2024 North Star Investment Management Corp.358,978$5.10M0.4%+1.4%3.866%
10/19/2024 Allspring Global Investments Holdings LLC584,118$8.29M0.0%+2.2%6.272%
8/15/2024 Deprince Race & Zollo Inc.459,320$5.60M0.1%+2.9%4.932%
8/12/2024 Garner Asset Management Corp116,937$1.42M0.7%+85.4%1.256%
8/9/2024 Renaissance Technologies LLC443,951$5.41M0.0%-2.1%4.779%
8/9/2024 Dimensional Fund Advisors LP243,897$2.97M0.0%+2.4%2.625%
8/8/2024 Prosperity Consulting Group LLC26,608$324K0.0%-38.9%0.286%
7/26/2024 Allspring Global Investments Holdings LLC571,438$6.96M0.0%-0.2%6.138%
5/17/2024 Garner Asset Management Corp63,067$777K0.4%+4.4%0.677%
5/15/2024 Gabelli Funds LLC104,673$1.29M0.0%+5.2%1.124%
5/15/2024 Gamco Investors INC. ET AL458,000$5.64M0.1%+2.1%4.919%
5/8/2024 Russell Investments Group Ltd.242,324$2.99M0.0%+16.7%2.603%
5/7/2024 Empowered Funds LLC22,281$275K0.0%+7.6%0.239%
5/1/2024 Prosperity Consulting Group LLC43,579$537K0.1%N/A0.467%
4/30/2024 North Star Investment Management Corp.353,837$4.36M0.3%+1.0%3.792%
4/30/2024 SpiderRock Advisors LLC11,292$144K0.0%N/A0.121%
2/14/2024 Garner Asset Management Corp60,395$714K0.3%+352.5%0.660%
2/13/2024 Gabelli Funds LLC99,546$1.25M0.0%+2.1%1.088%
2/9/2024 Hillsdale Investment Management Inc.13,200$166K0.0%N/A0.144%
2/5/2024 Russell Investments Group Ltd.207,627$2.61M0.0%+19.8%2.269%
1/26/2024 Cerity Partners LLC20,520$258K0.0%N/A0.224%
1/17/2024 Assenagon Asset Management S.A.10,105$127K0.0%N/A0.110%
1/10/2024 North Star Investment Management Corp.350,317$4.40M0.3%+12.0%3.829%
11/14/2023 Repertoire Partners LP83,829$851K1.3%N/A0.917%
11/8/2023 Gabelli Funds LLC97,496$990K0.0%+19.3%1.066%
11/8/2023 Gamco Investors INC. ET AL451,000$4.58M0.1%-0.2%4.929%
10/30/2023 Arete Wealth Advisors LLC14,448$147K0.0%N/A0.157%
10/27/2023 Allspring Global Investments Holdings LLC572,456$5.81M0.0%-0.8%6.236%
8/10/2023 GABELLI & Co INVESTMENT ADVISERS INC.11,500$143K0.0%N/A0.125%
8/10/2023 Russell Investments Group Ltd.172,418$2.14M0.0%+1.4%1.878%
8/2/2023 North Star Investment Management Corp.295,697$3.67M0.3%+6.2%3.235%
7/31/2023 Levin Capital Strategies L.P.25,508$316K0.0%+60.6%0.279%
7/27/2023EA Series Trust17,556$218K0.0%N/A0.192%
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7/24/2023 Allspring Global Investments Holdings LLC576,862$7.15M0.0%-0.3%6.309%
7/18/2023 Allspring Global Investments Holdings LLC576,862$7.15M0.0%-0.3%6.311%
5/9/2023 Russell Investments Group Ltd.170,106$1.91M0.0%-2.5%1.861%
4/27/2023 North Star Investment Management Corp.278,493$3.12M0.3%+23.6%3.011%
4/24/2023 Levin Capital Strategies L.P.15,879$178K0.0%N/A0.172%
4/18/2023 Assenagon Asset Management S.A.13,512$151K0.0%N/A0.146%
2/10/2023 Prescott Group Capital Management L.L.C.48,128$536K0.1%N/A0.572%
2/10/2023 Aegis Financial Corp99,771$1.11M1.0%N/A1.186%
2/8/2023 Russell Investments Group Ltd.174,532$1.94M0.0%-36.5%2.075%
1/11/2023 North Star Investment Management Corp.225,400$2.51M0.2%+23.7%2.679%
11/14/2022 Gabelli Funds LLC73,587$709K0.0%+2.4%0.875%
11/14/2022 Renaissance Technologies LLC475,316$4.58M0.0%-6.8%5.650%
11/10/2022 Gabelli Funds LLC73,587$709K0.0%+2.4%0.875%
11/4/2022 Russell Investments Group Ltd.275,037$2.65M0.0%-28.6%3.270%
11/2/2022 North Star Investment Management Corp.182,180$1.75M0.2%+22.8%2.166%
10/26/2022 Allspring Global Investments Holdings LLC579,199$5.58M0.0%-0.8%6.846%
8/13/2022 Gamco Investors INC. ET AL457,458$6.31M0.1%+1.0%5.407%
8/12/2022 Grantham Mayo Van Otterloo & Co. LLC19,114$264K0.0%-24.2%0.226%
8/11/2022 King Luther Capital Management Corp243,740$3.36M0.0%-3.6%2.881%
8/8/2022 JCP Investment Management LLC812,203$11.21M7.9%-5.6%9.601%
8/8/2022 Employees Retirement System of Texas114,000$1.57M0.0%+39.0%1.348%
7/29/2022 Russell Investments Group Ltd.385,278$5.32M0.0%+36.3%4.491%
7/28/2022 Hodges Capital Management Inc.51,200$707K0.1%-5.5%0.597%
7/27/2022 Assenagon Asset Management S.A.17,857$246K0.0%N/A0.208%
7/25/2022 Allspring Global Investments Holdings LLC583,908$8.06M0.0%-0.4%6.807%
7/19/2022 North Star Investment Management Corp.148,375$2.05M0.2%+74.6%1.729%
5/12/2022 Hodges Capital Management Inc.54,200$831K0.1%-3.6%0.632%
5/5/2022 Russell Investments Group Ltd.282,718$4.33M0.0%+56.1%3.296%
5/3/2022 North Star Investment Management Corp.84,975$1.30M0.1%+14.9%0.990%
2/11/2022 Gamco Investors INC. ET AL453,959$7.69M0.1%-0.9%5.466%
2/11/2022 Renaissance Technologies LLC531,209$9.00M0.0%-2.4%6.396%
2/9/2022 Dimensional Fund Advisors LP263,131$4.46M0.0%-4.8%3.168%
2/7/2022 Hodges Capital Management Inc.56,200$952K0.1%-1.7%0.677%
2/7/2022 JCP Investment Management LLC860,416$14.58M10.7%N/A10.360%
2/7/2022 Hillsdale Investment Management Inc.4,500$76K0.0%N/A0.054%
1/28/2022 Allspring Global Investments Holdings LLC586,389$9.93M0.0%N/A7.061%
1/21/2022 Russell Investments Group Ltd.181,123$3.07M0.0%+56.6%2.181%
11/17/2021 Centiva Capital LP10,000$190K0.0%N/A0.120%
11/17/2021 Deprince Race & Zollo Inc.354,815$6.74M0.2%+8.9%4.272%
11/16/2021 Two Sigma Advisers LP24,700$469K0.0%+26.7%0.297%
11/16/2021 Centiva Capital LP10,000$190K0.0%N/A0.120%
11/15/2021 Ancora Advisors LLC190,153$3.61M0.1%+36.8%2.290%
11/15/2021 Dimensional Fund Advisors LP276,386$5.25M0.0%-0.5%3.328%
11/12/2021 Renaissance Technologies LLC544,216$10.34M0.0%-8.9%6.553%
11/12/2021 Gamco Investors INC. ET AL457,909$8.70M0.1%-5.3%5.514%
11/12/2021 Gabelli Funds LLC69,957$1.33M0.0%-6.8%0.842%
11/12/2021 Geode Capital Management LLC66,177$1.26M0.0%+3.0%0.797%
11/10/2021 King Luther Capital Management Corp252,877$4.81M0.0%+6.4%3.045%
11/9/2021BlackRock Inc.186,258$3.54M0.0%-9.8%2.243%
11/8/2021 Russell Investments Group Ltd.115,654$2.20M0.0%+21.9%1.393%
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10/20/2021 North Star Investment Management Corp.73,975$1.41M0.1%-3.6%0.888%
10/6/2021 Hodges Capital Management Inc.57,200$1.09M0.1%+76.0%0.687%
9/3/2021Parametric Portfolio Associates LLC31,282$681K0.0%-10.3%0.376%
8/17/2021 Wells Fargo & Company MN595,885$12.97M0.0%-0.4%7.153%
8/17/2021 Millennium Management LLC90,692$1.97M0.0%N/A1.089%
8/17/2021 Price T Rowe Associates Inc. MD14,900$324K0.0%-16.1%0.179%
8/17/2021 Bridgeway Capital Management LLC56,200$1.22M0.0%-8.9%0.675%
8/16/2021 Bank of America Corp DE52,188$1.14M0.0%-29.7%0.627%
8/16/2021 State Street Corp35,923$785K0.0%-75.3%0.431%
8/16/2021Tibra Equities Europe Ltd15,400$335K0.1%N/A0.185%
(Data available from 1/1/2016 forward)

WHG Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of WHG shares?

During the previous two years, 26 institutional investors and hedge funds held shares of Westwood Holdings Group. The most heavily invested institutionals were Allspring Global Investments Holdings LLC ($8.29M), Gamco Investors INC. ET AL ($5.64M), Deprince Race & Zollo Inc. ($5.60M), Renaissance Technologies LLC ($5.41M), North Star Investment Management Corp. ($5.10M), Russell Investments Group Ltd. ($2.99M), and Dimensional Fund Advisors LP ($2.97M).Learn more on WHG's institutional investors.

What percentage of Westwood Holdings Group stock is owned by institutional investors?

56.64% of Westwood Holdings Group stock is owned by institutional investors. Learn more on WHG's institutional investor holdings.

Which institutional investors have been buying Westwood Holdings Group stock?

Of the 22 institutional investors that purchased Westwood Holdings Group stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: North Star Investment Management Corp. ($159.72K), Garner Asset Management Corp ($112.98K), Aegis Financial Corp ($99.77K), Repertoire Partners LP ($83.83K), Russell Investments Group Ltd. ($71.34K), Prescott Group Capital Management L.L.C. ($48.13K), and Prosperity Consulting Group LLC ($43.58K).

How much institutional buying is happening at Westwood Holdings Group?

Institutional investors have bought a total of 864,848 shares in the last 24 months. This purchase volume represents approximately $10.24M in transactions.

Which Westwood Holdings Group major shareholders have been selling company stock?

The following institutional investors have sold Westwood Holdings Group stock in the last 24 months: Russell Investments Group Ltd. ($104.93K), King Luther Capital Management Corp ($53.75K), Prosperity Consulting Group LLC ($16.97K), Renaissance Technologies LLC ($9.70K), Allspring Global Investments Holdings LLC ($8.85K), Geode Capital Management LLC ($5.13K), and Gamco Investors INC. ET AL ($1K).

How much institutional selling is happening at Westwood Holdings Group?

Institutional investors have sold a total of 201,187 shares in the last 24 months. This volume of shares sold represents approximately $2.44M in transactions.


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This page (NYSE:WHG) was last updated on 12/18/2024 by MarketBeat.com Staff
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