A detailed history of New Edge Advisors, LLC transactions in Westwood Holdings Group Inc stock. As of the latest transaction made, New Edge Advisors, LLC holds 264 shares of WHG stock, worth $4,039. This represents 0.0% of its overall portfolio holdings.

Number of Shares
264
Previous 568 53.52%
Holding current value
$4,039
Previous $6,000 50.0%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 14, 2024

SELL
$12.01 - $14.9 $3,651 - $4,529
-304 Reduced 53.52%
264 $3,000
Q2 2024

Aug 15, 2024

BUY
$11.93 - $13.35 $6,776 - $7,582
568 New
568 $6,000
Q4 2023

Feb 13, 2024

BUY
$8.97 - $12.57 $12,575 - $17,623
1,402 New
1,402 $17,000

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 $129M
  • 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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