Latest Institutional Purchases of Westwood Holdings Group Inc (WHG)
This list provides information on the latest institutional transactions involving Westwood Holdings Group Inc (WHG) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 06, 2024
Q3 2024
|
Acuitas Investments, LLC
|
BUY
|
- |
21.9K+ 16.05% |
$263K - $327K
|
159K
$2.46M
|
|
|
Oct 18, 2024
Q3 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
12.7K+ 2.22% |
$152K - $189K
|
584K
$9.05M
|
|
|
Oct 30, 2024
Q3 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
5.12K+ 1.45% |
$61.5K - $76.3K
|
359K
$5.56M
|
|
|
Nov 07, 2024
Q3 2024
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
4.92K+ 2.02% |
$59K - $73.2K
|
249K
$3.86M
|
|
|
Nov 06, 2024
Q3 2024
|
Empowered Funds, LLC
|
BUY
|
- |
1.21K+ 5.05% |
$14.5K - $18K
|
25.1K
$389K
|
|
|
Oct 18, 2024
Q3 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
50New |
$601 - $745
|
50
$775
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2024 | |||||||
|
Aug 12, 2024
Q2 2024
|
Garner Asset Management Corp
|
BUY
|
- |
53.9K+ 85.42% |
$643K - $719K
|
117K
$1.81M
|
|
|
Aug 14, 2024
Q2 2024
|
Deprince Race & Zollo Inc
Winter Park, FL |
BUY
|
- |
13K+ 2.92% |
$155K - $174K
|
459K
$7.12M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
2.03K+ 100.3% |
$24.2K - $27.1K
|
4.05K
$62.8K
|
|
|
Aug 14, 2024
Q2 2024
|
Bridgeway Capital Management, LLC
Houston, TX |
BUY
|
- |
1.62K+ 2.09% |
$19.3K - $21.6K
|
79.1K
$1.23M
|
|
|
Aug 09, 2024
Q2 2024
|
Connor, Clark & Lunn Investment Management Ltd.
|
BUY
|
- |
1.16K+ 8.37% |
$13.9K - $15.5K
|
15.1K
$233K
|
|
|
Aug 13, 2024
Q2 2024
|
Gabelli Funds LLC
Rye, NY |
BUY
|
- |
700+ 0.67% |
$8.35K - $9.35K
|
105K
$1.63M
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
568New |
$6.78K - $7.58K
|
568
$8.8K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
205+ 29.29% |
$2.45K - $2.74K
|
905
$14K
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
CALL |
200+ 200.0% |
$2.39K - $2.67K
|
300
$4.65K
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
105+ 21.3% |
$1.25K - $1.4K
|
598
$9.27K
|
|
| Q1 2024 | |||||||
|
May 08, 2024
Q1 2024
|
De Lisle Partners LLP
Poole, X0 |
BUY
|
- |
29.7KNew |
$329K - $383K
|
29.7K
$460K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
14.9KNew |
$165K - $192K
|
14.9K
$230K
|
|
|
Apr 30, 2024
Q1 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
11.3KNew |
$125K - $146K
|
11.3K
$175K
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
10.7KNew |
$118K - $138K
|
10.7K
$166K
|
|
|
May 10, 2024
Q1 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
133New |
$1.47K - $1.72K
|
133
$2.06K
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
6New |
$66.4 - $77.5
|
6
$93
|
|
| Q4 2023 | |||||||
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
20.5KNew |
$184K - $258K
|
20.5K
$318K
|
|
|
Feb 14, 2024
Q4 2023
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
14.5KNew |
$130K - $182K
|
14.5K
$225K
|
|
|
Feb 14, 2024
Q4 2023
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
13.2KNew |
$118K - $166K
|
13.2K
$205K
|
|
|
Feb 09, 2024
Q4 2023
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
13.2KNew |
$118K - $166K
|
13.2K
$205K
|
|
|
Jan 17, 2024
Q4 2023
|
Assenagon Asset Management S.A.
|
BUY
|
- |
10.1KNew |
$90.6K - $127K
|
10.1K
$157K
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
6.88K+ 1720.0% |
$61.7K - $86.5K
|
7.28K
$113K
|
|
|
Feb 15, 2024
Q4 2023
|
Barclays PLC
London, X0 |
BUY
|
- |
1.11KNew |
$9.96K - $14K
|
1.11K
$17.2K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Repertoire Partners LP
New York, NY |
BUY
|
- |
83.8KNew |
$804K - $1.04M
|
83.8K
$1.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
302+ 0.07% |
$2.9K - $3.74K
|
404K
$6.27M
|
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
201New |
$1.93K - $2.49K
|
201
$3.12K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
CALL |
25KNew |
$254K - $348K
|
25K
$388K
|
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
17.6KNew |
$179K - $244K
|
17.6K
$272K
|
|
|
Jul 31, 2023
Q2 2023
|
Levin Capital Strategies, L.P.
New York, NY |
BUY
|
- |
9.63K+ 60.64% |
$97.9K - $134K
|
25.5K
$395K
|
|
|
Aug 08, 2023
Q2 2023
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
420New |
$4.27K - $5.84K
|
420
$6.51K
|
|
|
Jul 20, 2023
Q2 2023
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
1+ 0.95% |
$10.2 - $13.9
|
106
$1.64K
|
|
| Q1 2023 | |||||||
|
May 10, 2023
Q1 2023
|
Prescott Group Capital Management, L.L.C.
Tulsa, OK |
BUY
|
- |
470+ 0.98% |
$4.64K - $6.45K
|
48.6K
$753K
|
|
|
May 12, 2023
Q1 2023
|
Aegis Financial Corp
Mc Lean, VA |
BUY
|
- |
231+ 0.23% |
$2.28K - $3.17K
|
100K
$1.55M
|
|
| Q4 2022 | |||||||
|
Feb 13, 2023
Q4 2022
|
Callodine Capital Management, LP
Boston, MA |
BUY
|
- |
10.1KNew |
$98.5K - $121K
|
10.1K
$157K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
441+ 1.76% |
$4.25K - $6.65K
|
25.4K
$394K
|
|
| Q2 2022 | |||||||
|
Aug 08, 2022
Q2 2022
|
Employees Retirement System Of Texas
|
BUY
|
- |
32K+ 39.02% |
$442K - $532K
|
114K
$1.77M
|
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2.8K+ 2187.5% |
$38.6K - $46.5K
|
2.93K
$45.4K
|
|
| Q3 2021 | |||||||
|
Nov 15, 2021
Q3 2021
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
10KNew |
$189K - $269K
|
10K
$155K
|
|
| Q4 2020 | |||||||
|
Feb 16, 2021
Q4 2020
|
Wallace Capital Management Inc.
Dallas, TX |
BUY
|
- |
10.2KNew |
$98.1K - $155K
|
10.2K
$157K
|
|
| Q4 2019 | |||||||
|
Sep 14, 2021
Q4 2019
|
Cwm, LLC
|
BUY
|
- |
22New |
$600 - $696
|
22
$341
|
|
| Q3 2018 | |||||||
|
Jul 13, 2023
Q3 2018
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
3.24KNew |
$167K - $199K
|
3.24K
$50.1K
|
|
|
Jul 13, 2023
Q3 2018
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
2.87KNew |
$148K - $177K
|
2.87K
$44.5K
|
|
| Q1 2018 | |||||||
|
May 21, 2018
Q1 2018
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
3.95K+ 5730.43% |
$215K - $275K
|
4.02K
$62.4K
|
|