Westwood Holdings Group Inc WHG
We take great care to ensure that the data presented and summarized in this overview for WESTWOOD HOLDINGS GROUP INC is accurate and up-to-date, based on a comprehensive analysis of 13F filing forms for institutional ownership and form 4 filings for insider transactions. Please note that this data may differ from other sources and should not be relied upon as the sole basis for investment decisions.
Top Institutions Holding WHG
View all-
Allspring Global Investments Holdings, LLC573KShares$7.23 Million0.01% of portfolio
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Mario Gabelli Gamco Investors, Inc. Et Al | Rye, Ny458KShares$5.78 Million0.06% of portfolio
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Jim Simons Renaissance Technologies LLC | New York, Ny454KShares$5.73 Million0.01% of portfolio
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Deprince Race & Zollo Inc Winter Park, FL446KShares$5.64 Million0.12% of portfolio
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Vanguard Group Inc Valley Forge, PA404KShares$5.11 Million0.0% of portfolio
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North Star Investment Management Corp. Chicago, IL354KShares$4.47 Million0.31% of portfolio
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Russell Investments Group, Ltd.242KShares$3.06 Million0.0% of portfolio
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King Luther Capital Management Corp Fort Worth, TX239KShares$3.02 Million0.01% of portfolio
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Dimensional Fund Advisors LP Austin, TX238KShares$3.01 Million0.0% of portfolio
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Black Rock Inc. New York, NY217KShares$2.74 Million0.0% of portfolio
Latest Institutional Activity in WHG
Top Purchases
Top Sells
About WHG
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 Westwood Funds; and investment sub-advisory services to mutual funds, pooled investment vehicles, and its Trust segment. The Trust segment offers trust and custodial services; and participates in common trust funds that it sponsors to institutions and high net worth individuals. Westwood Holdings Group, Inc. was founded in 1983 and is based in Dallas, Texas.
Insider Transactions at WHG
Insider Transaction List
View all| Date | Insider | Transaction | Ownership Type | Shares Traded | Value / Price |
|---|---|---|---|---|---|
|
May 20
2024
|
Richard M Frank Director |
BUY
Grant, award, or other acquisition
|
Direct |
7,547
+8.41%
|
-
|
|
May 20
2024
|
Ellen H Masterson Director |
BUY
Grant, award, or other acquisition
|
Direct |
7,547
+15.5%
|
-
|
|
May 07
2024
|
Geoffrey Norman Director |
BUY
Grant, award, or other acquisition
|
Direct |
7,547
+14.53%
|
-
|
|
May 07
2024
|
Westwood Holdings Group Inc Director |
BUY
Grant, award, or other acquisition
|
Direct |
7,547
+14.53%
|
-
|
|
Mar 06
2024
|
Matthew Lockridge Head, U.S. Value Inv. |
SELL
Open market or private sale
|
Direct |
14,000
-19.92%
|
$168,000
$12.01 P/Share
|
|
Feb 23
2024
|
Brian O Casey CEO |
SELL
Payment of exercise price or tax liability
|
Direct |
5,694
-1.16%
|
$68,328
$12.0 P/Share
|
|
Feb 23
2024
|
Brian O Casey CEO |
BUY
Grant, award, or other acquisition
|
Direct |
52,083
+9.62%
|
-
|
|
Feb 23
2024
|
Murray Forbes Iii Chief Financial Officer |
SELL
Payment of exercise price or tax liability
|
Direct |
2,723
-5.19%
|
$32,676
$12.0 P/Share
|
|
Feb 23
2024
|
Murray Forbes Iii Chief Financial Officer |
BUY
Grant, award, or other acquisition
|
Direct |
13,542
+20.51%
|
-
|
|
Feb 23
2024
|
Matthew Lockridge Head, U.S. Value Inv. |
SELL
Payment of exercise price or tax liability
|
Direct |
6,827
-8.85%
|
$81,924
$12.0 P/Share
|
|
Feb 23
2024
|
Fabian Gomez President |
SELL
Payment of exercise price or tax liability
|
Direct |
4,185
-4.74%
|
$50,220
$12.0 P/Share
|
|
Feb 23
2024
|
Fabian Gomez President |
BUY
Grant, award, or other acquisition
|
Direct |
32,907
+27.14%
|
-
|
|
Feb 23
2024
|
Adrian Helfert CIO, Multi-Asset Inv. |
SELL
Payment of exercise price or tax liability
|
Direct |
11,611
-6.91%
|
$139,332
$12.0 P/Share
|
|
Feb 23
2024
|
Adrian Helfert CIO, Multi-Asset Inv. |
BUY
Grant, award, or other acquisition
|
Direct |
41,667
+19.86%
|
-
|
|
Feb 23
2024
|
John Anthony Ehinger Jr Head of Legal, CCO |
SELL
Payment of exercise price or tax liability
|
Direct |
117
-1.27%
|
$1,404
$12.0 P/Share
|
|
Feb 23
2024
|
John Anthony Ehinger Jr Head of Legal, CCO |
BUY
Grant, award, or other acquisition
|
Direct |
5,415
+36.95%
|
-
|
|
Feb 23
2024
|
Leah Bennett President-Westwood Wealth Mgmt |
SELL
Payment of exercise price or tax liability
|
Direct |
3,608
-6.05%
|
$43,296
$12.0 P/Share
|
|
Feb 23
2024
|
Leah Bennett President-Westwood Wealth Mgmt |
BUY
Grant, award, or other acquisition
|
Direct |
21,667
+26.65%
|
-
|
|
Sep 11
2023
|
John Porter Montgomery Chief Operating Officer |
SELL
Open market or private sale
|
Direct |
827
-0.54%
|
$7,443
$9.9 P/Share
|
|
Sep 06
2023
|
John Porter Montgomery Chief Operating Officer |
SELL
Open market or private sale
|
Direct |
840
-0.55%
|
$8,400
$10.05 P/Share
|
Last 12 Months Summary
| Grant, award, or other acquisition | 197K shares |
|---|
| Payment of exercise price or tax liability | 34.8K shares |
|---|---|
| Open market or private sale | 16.5K shares |