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, LLC589KShares$10.8 Million0.02% of portfolio
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Mario Gabelli Gamco Investors, Inc. Et Al | Rye, Ny444KShares$8.13 Million0.07% of portfolio
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Settian Capital LP430KShares$7.88 Million5.03% of portfolio
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Jim Simons Renaissance Technologies LLC | New York, Ny402KShares$7.36 Million0.01% of portfolio
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Vanguard Group Inc Valley Forge, PA386KShares$7.07 Million0.0% of portfolio
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North Star Investment Management Corp. Chicago, IL367KShares$6.73 Million0.41% of portfolio
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Dimensional Fund Advisors LP Austin, TX278KShares$5.1 Million0.0% of portfolio
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Black Rock Inc. New York, NY215KShares$3.94 Million0.0% of portfolio
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King Luther Capital Management Corp Fort Worth, TX185KShares$3.39 Million0.01% of portfolio
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Geode Capital Management, LLC Boston, MA161KShares$2.95 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 |
|---|---|---|---|---|---|
|
Jun 05
2025
|
Fabian Gomez President |
SELL
Open market or private sale
|
Direct |
7,000
-6.76%
|
$105,000
$15.5 P/Share
|
|
Apr 30
2025
|
Katherine Murray Director |
BUY
Grant, award, or other acquisition
|
Direct |
5,690
+50.0%
|
-
|
|
Apr 30
2025
|
J. Hale Hoak Director |
BUY
Grant, award, or other acquisition
|
Direct |
5,690
+9.38%
|
-
|
|
Apr 30
2025
|
Geoffrey Norman Director |
BUY
Grant, award, or other acquisition
|
Direct |
5,690
+10.2%
|
-
|
|
Apr 30
2025
|
Ellen H Masterson Director |
BUY
Grant, award, or other acquisition
|
Direct |
5,690
+10.83%
|
-
|
|
Apr 30
2025
|
Randy A Bowman Director |
BUY
Grant, award, or other acquisition
|
Direct |
5,690
+15.2%
|
-
|
|
Feb 21
2025
|
Brian O Casey CEO |
SELL
Payment of exercise price or tax liability
|
Direct |
13,159
-2.5%
|
$210,544
$16.44 P/Share
|
|
Feb 21
2025
|
Brian O Casey CEO |
BUY
Grant, award, or other acquisition
|
Direct |
45,621
+7.98%
|
-
|
|
Feb 21
2025
|
Fabian Gomez President |
SELL
Payment of exercise price or tax liability
|
Direct |
5,265
-4.84%
|
$84,240
$16.44 P/Share
|
|
Feb 21
2025
|
Fabian Gomez President |
BUY
Grant, award, or other acquisition
|
Direct |
24,636
+18.47%
|
-
|
|
Feb 21
2025
|
Adrian Helfert CIO, Multi-Asset Inv. |
SELL
Payment of exercise price or tax liability
|
Direct |
13,395
-7.17%
|
$214,320
$16.44 P/Share
|
|
Feb 21
2025
|
Adrian Helfert CIO, Multi-Asset Inv. |
BUY
Grant, award, or other acquisition
|
Direct |
30,414
+13.99%
|
-
|
|
Feb 21
2025
|
Matthew Lockridge Head, U.S. Value Inv. |
SELL
Payment of exercise price or tax liability
|
Direct |
4,939
-5.6%
|
$79,024
$16.44 P/Share
|
|
Feb 21
2025
|
Matthew Lockridge Head, U.S. Value Inv. |
BUY
Grant, award, or other acquisition
|
Direct |
31,935
+26.58%
|
-
|
|
Feb 21
2025
|
Murray Forbes Iii Chief Financial Officer |
SELL
Payment of exercise price or tax liability
|
Direct |
2,815
-4.66%
|
$45,040
$16.44 P/Share
|
|
Feb 21
2025
|
Murray Forbes Iii Chief Financial Officer |
BUY
Grant, award, or other acquisition
|
Direct |
10,645
+14.98%
|
-
|
|
Feb 21
2025
|
Matthew Mazzei Controller |
SELL
Payment of exercise price or tax liability
|
Direct |
524
-12.09%
|
$8,384
$16.44 P/Share
|
|
Feb 21
2025
|
Matthew Mazzei Controller |
BUY
Grant, award, or other acquisition
|
Direct |
1,764
+28.93%
|
-
|
|
Feb 21
2025
|
John Anthony Ehinger Jr Head of Legal, CCO |
SELL
Payment of exercise price or tax liability
|
Direct |
448
-3.2%
|
$7,168
$16.44 P/Share
|
|
Feb 21
2025
|
John Anthony Ehinger Jr Head of Legal, CCO |
BUY
Grant, award, or other acquisition
|
Direct |
4,867
+25.81%
|
-
|
Last 12 Months Summary
| Grant, award, or other acquisition | 178K shares |
|---|
| Payment of exercise price or tax liability | 40.5K shares |
|---|---|
| Open market or private sale | 7K shares |