A detailed history of Empowered Funds, LLC transactions in Westwood Holdings Group Inc stock. As of the latest transaction made, Empowered Funds, LLC holds 25,107 shares of WHG stock, worth $389,158. This represents 0.01% of its overall portfolio holdings.

Number of Shares
25,107
Previous 23,901 5.05%
Holding current value
$389,158
Previous $291,000 22.34%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 06, 2024

BUY
$12.01 - $14.9 $14,484 - $17,969
1,206 Added 5.05%
25,107 $356,000
Q2 2024

Jul 30, 2024

BUY
$11.93 - $13.35 $19,326 - $21,627
1,620 Added 7.27%
23,901 $291,000
Q1 2024

May 06, 2024

BUY
$11.07 - $12.91 $36,564 - $42,641
3,303 Added 17.4%
22,281 $274,000
Q3 2023

Nov 01, 2023

BUY
$9.59 - $12.39 $13,636 - $17,618
1,422 Added 8.1%
18,978 $192,000
Q2 2023

Jul 27, 2023

BUY
$10.17 - $13.91 $178,544 - $244,203
17,556 New
17,556 $217,000

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 $130M
  • 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
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