A detailed history of De Lisle Partners LLP transactions in Westwood Holdings Group Inc stock. As of the latest transaction made, De Lisle Partners LLP holds 68,680 shares of WHG stock, worth $1.15 Million. This represents 0.16% of its overall portfolio holdings.

Number of Shares
68,680
Previous 29,684 131.37%
Holding current value
$1.15 Million
Previous $359 Million 170.91%
% of portfolio
0.16%
Previous 0.08%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

BUY
$12.01 - $14.9 $468,341 - $581,040
38,996 Added 131.37%
68,680 $972 Million
Q1 2024

May 08, 2024

BUY
$11.07 - $12.91 $328,601 - $383,220
29,684 New
29,684 $368 Million

Others Institutions Holding WHG

About WESTWOOD HOLDINGS GROUP INC


  • Ticker WHG
  • Exchange NYSE
  • Sector Financial Services
  • Industry Asset Management
  • Shares Outstandng 8,413,220
  • Market Cap $141M
  • 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...
More about WHG
Track This Portfolio

Track De Lisle Partners LLP Portfolio

Follow De Lisle Partners LLP and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of De Lisle Partners LLP, based on Form 13F filings with the SEC.

News

Stay updated on De Lisle Partners LLP with notifications on news.