Latest Institutional Transactions on Westwood Holdings Group Inc (WHG)
This table provides information on the latest institutional transactions involving Westwood Holdings Group Inc (WHG) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 16, 2025
Q1 2025
|
Empowered Funds, LLC
|
BUY
|
- |
2.29K+ 8.66% |
$32.6K - $39.2K
|
28.8K
$475K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
91+ 1.25% |
$1.29K - $1.56K
|
7.37K
$122K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
15+ 4.6% |
$213 - $256
|
341
$5.64K
|
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
15.8KNew |
$224K - $270K
|
15.8K
$261K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-2- 0.63% |
$28.4 - $34.2
|
315
$5.21K
|
|
|
May 15, 2025
Q1 2025
|
Barclays PLC
London, X0 |
SELL
|
- |
-1.99K- 65.16% |
$28.3K - $34K
|
1.06K
$17.6K
|
|
|
May 15, 2025
Q1 2025
|
Bridgeway Capital Management, LLC
Houston, TX |
BUY
|
- |
3.39K+ 4.2% |
$48.2K - $58K
|
84.2K
$1.39M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-522- 0.86% |
$7.42K - $8.92K
|
60.4K
$998K
|
|
|
May 15, 2025
Q1 2025
|
Deprince Race & Zollo Inc
Winter Park, FL |
SELL
|
- |
-50.5K- 15.4% |
$718K - $863K
|
277K
$4.59M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
9.25K+ 99.29% |
$132K - $158K
|
18.6K
$307K
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-11.2K- 46.64% |
$159K - $191K
|
12.8K
$212K
|
|
|
May 15, 2025
Q1 2025
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
66.7K+ 661.65% |
$949K - $1.14M
|
76.8K
$1.27M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
51New |
$725 - $872
|
51
$843
|
|
|
May 14, 2025
Q1 2025
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
BUY
|
- |
6.48K+ 1.45% |
$92.1K - $111K
|
453K
$7.49M
|
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-13.5K- 3.21% |
$192K - $230K
|
407K
$6.72M
|
|
|
May 14, 2025
Q1 2025
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-1.01K- 7.13% |
$14.3K - $17.2K
|
13.1K
$217K
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
22.6KNew |
$321K - $386K
|
22.6K
$373K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
33.8K+ 71.81% |
$480K - $577K
|
80.8K
$1.34M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 13, 2025
Q1 2025
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
1.06K+ 1.62% |
$15.1K - $18.2K
|
66.9K
$1.11M
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-1.12K- 2.99% |
$16K - $19.2K
|
36.4K
$602K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
1.6K+ 147.15% |
$22.7K - $27.3K
|
2.68K
$44.4K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-182- 12.87% |
$2.59K - $3.11K
|
1.23K
$20.4K
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-1.38K- 0.72% |
$19.6K - $23.6K
|
190K
$3.13M
|
|
|
May 13, 2025
Q1 2025
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
2.79K+ 1.08% |
$39.6K - $47.6K
|
262K
$4.32M
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
- |
-601- 8.45% |
$8.55K - $10.3K
|
6.51K
$108K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-51- 8.53% |
$725 - $872
|
547
$9.04K
|
|
|
May 12, 2025
Q1 2025
|
Connor, Clark & Lunn Investment Management Ltd.
|
SELL
|
- |
-1.19K- 8.12% |
$16.9K - $20.3K
|
13.5K
$222K
|
|
|
May 12, 2025
Q1 2025
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
10+ 0.01% |
$142 - $171
|
185K
$3.06M
|
|
|
May 09, 2025
Q1 2025
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-7.04K- 1.88% |
$100K - $120K
|
368K
$6.08M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
13.1KNew |
$187K - $225K
|
13.1K
$217K
|
|
|
May 07, 2025
Q1 2025
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-1.48K- 7.83% |
$21.1K - $25.3K
|
17.5K
$289K
|
|
|
May 05, 2025
Q1 2025
|
Garner Asset Management Corp
|
BUY
|
- |
5.66K+ 4.02% |
$80.4K - $96.6K
|
146K
$2.42M
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
1+ 5.26% |
$14.2 - $17.1
|
20
$331
|
|
|
Apr 30, 2025
Q1 2025
|
Peapod Lane Capital LLC
Bedford Hills, NY |
SELL
|
- |
-49.8K- 28.53% |
$708K - $851K
|
125K
$2.06M
|
|
|
Apr 24, 2025
Q1 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
1.41K+ 0.24% |
$20.1K - $24.1K
|
587K
$9.71M
|
|
|
Apr 17, 2025
Q1 2025
|
Fny Investment Advisers, LLC
|
BUY
|
- |
50New |
$711 - $855
|
50
$827
|
|
|
Apr 17, 2025
Q1 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
18+ 0.0% |
$256 - $308
|
362K
$5.98M
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
318+ 33.83% |
$4.43K - $5.31K
|
1.26K
$20.8K
|
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-13.8K- 49.5% |
$192K - $230K
|
14.1K
$233K
|
|
|
Feb 14, 2025
Q4 2024
|
State Street Corp
Boston, MA |
BUY
|
- |
1.6K+ 5.59% |
$22.3K - $26.7K
|
30.2K
$499K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
CALL |
1.6KNew |
$22.3K - $26.7K
|
1.6K
$26.4K
|
|
|
Feb 14, 2025
Q4 2024
|
683 Capital Management, LLC
New York, NY |
BUY
|
- |
22.2KNew |
$309K - $370K
|
22.2K
$367K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
13KNew |
$182K - $218K
|
13K
$216K
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
8.58K+ 78.92% |
$119K - $143K
|
19.4K
$321K
|
|
|
Feb 13, 2025
Q4 2024
|
De Lisle Partners LLP
Poole, X0 |
BUY
|
- |
4.24K+ 6.18% |
$59K - $70.8K
|
72.9K
$1.21M
|
|
|
Feb 13, 2025
Q4 2024
|
Gabelli & CO Investment Advisers, Inc.
Rye, NY |
BUY
|
- |
11KNew |
$153K - $184K
|
11K
$182K
|
|
|
Feb 13, 2025
Q4 2024
|
Gabelli Funds LLC
Rye, NY |
SELL
|
- |
-13.5K- 13.46% |
$188K - $225K
|
86.8K
$1.43M
|
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-69- 0.34% |
$960 - $1.15K
|
20.4K
$337K
|
|
| Q3 2024 | |||||||
|
Nov 13, 2024
Q3 2024
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-266- 0.26% |
$3.19K - $3.96K
|
104K
$1.72M
|
|