Institutional Ownership Westwood Holdings Group Inc (WHG)
This table provides information about the institutional ownership of Westwood Holdings Group Inc (WHG). We have compiled data on the 53 institutions that hold shares in the stock, with a total of 4.72 Million shares, which have been reported (via 13F filing form) to have a value of $77.5 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Levin Capital Strategies, L.P.
New York, NY |
Feb 05, 2025 Q4 2024 |
25,508
shares
|
$399,965
0.04% of portfolio
|
Q2 2023
Added 60.64%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Feb 14, 2025 Q4 2024 |
24,012
shares
|
$376,508
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
683 Capital Management, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
22,178
shares
|
$347,751
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Feb 12, 2025 Q4 2024 |
20,358
shares
|
$319,213
0.02% of portfolio
|
Q4 2024
Reduced 0.34%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Feb 14, 2025 Q4 2024 |
19,441
shares
|
$304,834
0.0% of portfolio
|
Q4 2024
Added 78.92%
|
|
|
Prosperity Consulting Group, LLC
|
Feb 14, 2025 Q4 2024 |
18,936
shares
|
$296,916
0.02% of portfolio
|
Q4 2024
Reduced 3.65%
|
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
17,556
shares
|
$275,278
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Connor, Clark & Lunn Investment Management Ltd.
|
Feb 10, 2025 Q4 2024 |
14,649
shares
|
$229,696
0.0% of portfolio
|
Q4 2024
Added 3.23%
|
|
|
Sei Investments CO
Oaks, PA |
Feb 11, 2025 Q4 2024 |
14,137
shares
|
$221,668
0.0% of portfolio
|
Q4 2024
Added 0.98%
|
|
|
Price T Rowe Associates Inc
Baltimore, MD |
Feb 14, 2025 Q4 2024 |
13,200
shares
|
$206,976
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
13,048
shares
|
$204,592
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Gabelli & CO Investment Advisers, Inc.
Rye, NY |
Feb 13, 2025 Q4 2024 |
11,000
shares
|
$172,480
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Cerity Partners LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
10,374
shares
|
$162,664
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Feb 14, 2025 Q4 2024 |
10,086
shares
|
$158,148
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
9,316
shares
|
$146,074
0.0% of portfolio
|
Q4 2024
Added 5.64%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
7,280
shares
|
$114,150
0.0% of portfolio
|
Q4 2023
Added 1720.0%
|
|
|
Citigroup Inc
|
Feb 12, 2025 Q4 2024 |
7,113
shares
|
$111,531
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Barclays PLC
London, X0 |
Feb 13, 2025 Q4 2024 |
3,054
shares
|
$47,886
0.0% of portfolio
|
Q4 2024
Added 180.7%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
1,440
shares
|
$22,579
0.0% of portfolio
|
Q4 2024
Added 0.14%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
1,414
shares
|
$22,171
0.0% of portfolio
|
Q4 2024
Added 3.06%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
1,086
shares
|
$17,028
0.0% of portfolio
|
Q3 2024
Reduced 73.21%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
598
shares
|
$9,376
0.0% of portfolio
|
Q1 2024
Reduced 17.56%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Feb 13, 2025 Q4 2024 |
326
shares
|
$5,111
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
317
shares
|
$4,970
0.0% of portfolio
|
Q4 2024
Added 20.08%
|
|
|
Cullen/Frost Bankers, Inc.
|
Feb 06, 2025 Q4 2024 |
133
shares
|
$2,085
0.0% of portfolio
|
Q1 2024
New holding
|