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 |
|---|---|---|---|---|---|---|---|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 14, 2025
Q3 2025
|
State Street Corp
Boston, MA |
BUY
|
- |
2.22K+ 2.81% |
$34.2K - $41.7K
|
81.3K
$1.32M
|
|
|
Nov 14, 2025
Q3 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
659+ 8237.5% |
$10.1K - $12.4K
|
667
$10.8K
|
|
|
Nov 14, 2025
Q3 2025
|
Bridgeway Capital Management, LLC
Houston, TX |
BUY
|
- |
3.8K+ 4.39% |
$58.4K - $71.3K
|
90.4K
$1.47M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-4.62K- 7.38% |
$71.1K - $86.7K
|
58K
$943K
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-6.66K- 27.4% |
$102K - $125K
|
17.7K
$287K
|
|
|
Nov 14, 2025
Q3 2025
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-277- 1.65% |
$4.26K - $5.2K
|
16.5K
$268K
|
|
|
Nov 14, 2025
Q3 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-5.86K- 7.66% |
$90.1K - $110K
|
70.7K
$1.15M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2+ 0.3% |
$30.7 - $37.5
|
670
$10.9K
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-107- 33.44% |
$1.64K - $2.01K
|
213
$3.46K
|
|
|
Nov 14, 2025
Q3 2025
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
SELL
|
- |
-539- 13.24% |
$8.28K - $10.1K
|
3.53K
$57.4K
|
|
|
Nov 14, 2025
Q3 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
3New |
$46.1 - $56.3
|
3
$48.8
|
|
|
Nov 14, 2025
Q3 2025
|
California State Teachers Retirement System
West Sacramento, CA |
BUY
|
- |
1+ 0.22% |
$15.4 - $18.8
|
466
$7.57K
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.13K+ 18.63% |
$17.3K - $21.1K
|
7.17K
$117K
|
|
|
Nov 13, 2025
Q3 2025
|
Empowered Funds, LLC
|
BUY
|
- |
3.8K+ 12.2% |
$58.4K - $71.3K
|
35K
$568K
|
|
|
Nov 13, 2025
Q3 2025
|
Connor, Clark & Lunn Investment Management Ltd.
|
BUY
|
- |
2.2K+ 19.33% |
$33.9K - $41.3K
|
13.6K
$221K
|
|
|
Nov 13, 2025
Q3 2025
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-47.4K- 98.28% |
$728K - $889K
|
829
$13.5K
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
SELL
|
- |
-1.29K- 20.01% |
$19.9K - $24.3K
|
5.17K
$84K
|
|
|
Nov 13, 2025
Q3 2025
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
8.26KNew |
$127K - $155K
|
8.26K
$134K
|
|
|
Nov 13, 2025
Q3 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-13K- 3.24% |
$200K - $244K
|
389K
$6.32M
|
|
|
Nov 13, 2025
Q3 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
4.37K+ 33.25% |
$67.1K - $81.9K
|
17.5K
$284K
|
|
|
Nov 12, 2025
Q3 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-55- 0.27% |
$845 - $1.03K
|
20.2K
$329K
|
|
|
Nov 12, 2025
Q3 2025
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
BUY
|
- |
1.9KNew |
$29.2K - $35.7K
|
1.9K
$30.9K
|
|
|
Nov 12, 2025
Q3 2025
|
Dimensional Fund Advisors LP
Austin, TX |
SELL
|
- |
-5.19K- 1.87% |
$79.8K - $97.4K
|
273K
$4.44M
|
|
|
Nov 12, 2025
Q3 2025
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
313+ 155.72% |
$4.81K - $5.87K
|
514
$8.35K
|
|
|
Nov 12, 2025
Q3 2025
|
Gabelli Funds LLC
Rye, NY |
SELL
|
- |
-2K- 2.53% |
$30.7K - $37.5K
|
77.2K
$1.25M
|
|
|
Nov 12, 2025
Q3 2025
|
Barclays PLC
London, X0 |
SELL
|
- |
-3.59K- 24.25% |
$55.1K - $67.3K
|
11.2K
$182K
|
|
|
Nov 12, 2025
Q3 2025
|
Gabelli & CO Investment Advisers, Inc.
Rye, NY |
SELL
|
- |
-500- 4.55% |
$7.69K - $9.38K
|
10.5K
$171K
|
|
|
Nov 12, 2025
Q3 2025
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
1.07K+ 0.66% |
$16.4K - $20K
|
162K
$2.64M
|
|
|
Nov 10, 2025
Q3 2025
|
Garner Asset Management Corp
|
BUY
|
- |
2.03K+ 1.52% |
$31.2K - $38K
|
135K
$2.2M
|
|
|
Nov 10, 2025
Q3 2025
|
Citigroup Inc
|
SELL
|
- |
-2.41K- 96.52% |
$37.1K - $45.2K
|
87
$1.41K
|
|
|
Nov 10, 2025
Q3 2025
|
Peapod Lane Capital LLC
Bedford Hills, NY |
BUY
|
- |
970+ 1.11% |
$14.9K - $18.2K
|
88K
$1.43M
|
|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1New |
$15.4 - $18.8
|
1
$16.3
|
|
|
Nov 07, 2025
Q3 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
11.2K+ 2.91% |
$172K - $211K
|
397K
$6.46M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
9.64K+ 1763.07% |
$148K - $181K
|
10.2K
$166K
|
|
|
Nov 07, 2025
Q3 2025
|
Settian Capital LP
|
BUY
|
- |
40.5K+ 9.42% |
$623K - $760K
|
471K
$7.65M
|
|
|
Nov 06, 2025
Q3 2025
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-2.06K- 21.78% |
$31.6K - $38.6K
|
7.38K
$120K
|
|
|
Nov 03, 2025
Q3 2025
|
New York State Common Retirement Fund
|
SELL
|
- |
-2.7K- 42.86% |
$41.5K - $50.7K
|
3.6K
$58.5K
|
|
|
Oct 22, 2025
Q3 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
17+ 0.0% |
$261 - $319
|
367K
$5.97M
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
15+ 0.14% |
$231 - $281
|
10.4K
$169K
|
|
|
Oct 21, 2025
Q3 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
1New |
$15.4 - $18.8
|
1
$16.3
|
|
|
Oct 20, 2025
Q3 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
5.03K+ 0.85% |
$77.4K - $94.4K
|
594K
$9.65M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
13New |
$200 - $244
|
13
$211
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
138New |
$2.12K - $2.59K
|
138
$2.24K
|
|
|
Oct 02, 2025
Q3 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
42New |
$646 - $788
|
42
$683
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
676+ 9.17% |
$9.89K - $11.9K
|
8.05K
$131K
|
|
|
Aug 14, 2025
Q2 2025
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
3.42K+ 25.92% |
$50.1K - $60.3K
|
16.6K
$270K
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-62.7K- 77.6% |
$917K - $1.1M
|
18.1K
$294K
|
|
|
Aug 14, 2025
Q2 2025
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-2.8K- 21.88% |
$41K - $49.4K
|
10K
$163K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
5.43KNew |
$79.4K - $95.6K
|
5.43K
$88.2K
|
|