Ameriprise Financial Inc Westwood Holdings Group Inc Transaction History

Ameriprise Financial Inc

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2020 Nov 16, 2020	SELL	$11.09 - $15.23 $321,332 - $441,289	-28,975 Closed	0 $0
Q2 2020 Aug 14, 2020	SELL	$14.23 - $25.5 $208,825 - $374,212	-14,675 Reduced 33.62%	28,975 $457,000
Q1 2020 May 15, 2020	BUY	$11.05 - $29.8 $82,875 - $223,500	7,500 Added 20.75%	43,650 $799,000
Q4 2019 Feb 14, 2020	BUY	$27.25 - $31.65 $68,125 - $79,125	2,500 Added 7.43%	36,150 $1.07 Million
Q3 2019 Nov 14, 2019	BUY	$27.2 - $34.41 $446,352 - $564,668	16,410 Added 95.19%	33,650 $932,000
Q2 2019 Aug 14, 2019	SELL	$28.33 - $37.58 $941,519 - $1.25 Million	-33,234 Reduced 65.84%	17,240 $608,000
Q1 2019 May 15, 2019	BUY	$35.27 - $39.54 $55,162 - $61,840	1,564 Added 3.2%	50,474 $1.78 Million
Q4 2018 Feb 14, 2019	SELL	$33.15 - $51.29 $564,179 - $872,904	-17,019 Reduced 25.81%	48,910 $1.66 Million
Q3 2018 Nov 14, 2018	SELL	$51.53 - $61.47 $196,896 - $234,876	-3,821 Reduced 5.48%	65,929 $3.41 Million
Q2 2018 Aug 14, 2018	SELL	$55.05 - $60.09 $170,655 - $186,279	-3,100 Reduced 4.26%	69,750 $4.15 Million
Q1 2018 May 15, 2018	SELL	$54.34 - $69.62 $271 - $348	-5 Reduced 0.01%	72,850 $4.12 Million
Q4 2017 Feb 12, 2018	BUY	$62.97 - $70.84 $818,610 - $920,920	13,000 Added 21.72%	72,855 $4.82 Million
Q3 2017 Nov 07, 2017	BUY	$58.31 - $67.27 $3.49 Million - $4.03 Million	59,855	59,855 $4.03 Million

4.79M

Ticker WHG
Exchange NYSE
Sector Financial Services
Industry Asset Management
Shares Outstandng 8,413,220
Market Cap $133M
Description
Westwood Holdings Group, Inc., through its subsidiaries, manages investment assets and provides services for its clients. The company operates in two segments, Advisory and Trust. The Advisory segment provides investment advisory services to corporate retirement plans, public retirement plans, endowments, foundations, individuals, and the Westwo...

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