Pinnacle Wealth Planning Services, Inc. Westwood Holdings Group Inc Transaction History
Pinnacle Wealth Planning Services, Inc.
- $733 Million
- Q3 2024
Shares
2 transactions
Others Institutions Holding WHG
# of Institutions
46Shares Held
4.79MCall Options Held
0Put Options Held
0-
Allspring Global Investments Holdings, LLC584KShares$9.25 Million0.01% of portfolio
-
Deprince Race & Zollo Inc Winter Park, FL457KShares$7.24 Million0.13% of portfolio
-
Mario Gabelli Gamco Investors, Inc. Et Al | Rye, Ny447KShares$7.07 Million0.07% of portfolio
-
Jim Simons Renaissance Technologies LLC | New York, Ny432KShares$6.84 Million0.01% of portfolio
-
Vanguard Group Inc Valley Forge, PA404KShares$6.4 Million0.0% of portfolio
About WESTWOOD HOLDINGS GROUP INC
- 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...