Latest Institutional Purchases of Westwood Holdings Group Inc (WHG)
This list provides information on the latest institutional transactions involving Westwood Holdings Group Inc (WHG) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 06, 2025
Q2 2025
|
Settian Capital LP
|
BUY
|
- |
430KNew |
$6.29M - $7.58M
|
430K
$7.88M
|
|
|
Aug 08, 2025
Q2 2025
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
94.3K+ 140.99% |
$1.38M - $1.66M
|
161K
$2.95M
|
|
|
Aug 14, 2025
Q2 2025
|
State Street Corp
Boston, MA |
BUY
|
- |
48.8K+ 161.67% |
$715K - $861K
|
79.1K
$1.45M
|
|
|
Aug 13, 2025
Q2 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
40.1K+ 110.02% |
$587K - $707K
|
76.5K
$1.4M
|
|
|
Aug 12, 2025
Q2 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
18.3KNew |
$268K - $323K
|
18.3K
$336K
|
|
|
Aug 11, 2025
Q2 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
17.9K+ 4.87% |
$262K - $316K
|
386K
$7.07M
|
|
|
Aug 12, 2025
Q2 2025
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
16.7K+ 6.38% |
$244K - $294K
|
278K
$5.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Barclays PLC
London, X0 |
BUY
|
- |
13.7K+ 1290.41% |
$201K - $242K
|
14.8K
$271K
|
|
|
Aug 12, 2025
Q2 2025
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
9.44KNew |
$138K - $166K
|
9.44K
$173K
|
|
|
Aug 13, 2025
Q2 2025
|
New York State Common Retirement Fund
|
BUY
|
- |
6.3KNew |
$92.2K - $111K
|
6.3K
$115K
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
5.76K+ 31.01% |
$84.2K - $101K
|
24.3K
$446K
|
|
|
Jul 15, 2025
Q2 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
5.45K+ 1.5% |
$79.7K - $96K
|
367K
$6.73M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
5.43KNew |
$79.4K - $95.6K
|
5.43K
$99.4K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
4.81K+ 390.67% |
$70.4K - $84.8K
|
6.05K
$111K
|
|
|
Aug 14, 2025
Q2 2025
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
BUY
|
- |
4.07KNew |
$59.5K - $71.7K
|
4.07K
$74.6K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
3.78K+ 140.8% |
$55.3K - $66.6K
|
6.46K
$118K
|
|
|
Aug 14, 2025
Q2 2025
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
3.42K+ 25.92% |
$50.1K - $60.3K
|
16.6K
$305K
|
|
|
Aug 14, 2025
Q2 2025
|
Bridgeway Capital Management, LLC
Houston, TX |
BUY
|
- |
2.42K+ 2.87% |
$35.4K - $42.6K
|
86.6K
$1.59M
|
|
|
Aug 11, 2025
Q2 2025
|
Empowered Funds, LLC
|
BUY
|
- |
2.42K+ 8.41% |
$35.4K - $42.6K
|
31.2K
$571K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
2.3K+ 3.81% |
$33.6K - $40.5K
|
62.7K
$1.15M
|
|
|
Jul 25, 2025
Q2 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
1.47K+ 0.25% |
$21.4K - $25.8K
|
589K
$10.8M
|
|
|
Aug 12, 2025
Q2 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
761New |
$11.1K - $13.4K
|
761
$13.9K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
676+ 9.17% |
$9.89K - $11.9K
|
8.05K
$147K
|
|
|
Aug 12, 2025
Q2 2025
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
675New |
$9.88K - $11.9K
|
675
$12.4K
|
|
|
Aug 14, 2025
Q2 2025
|
California State Teachers Retirement System
West Sacramento, CA |
BUY
|
- |
465New |
$6.8K - $8.19K
|
465
$8.52K
|
|
|
Aug 04, 2025
Q2 2025
|
Amalgamated Bank
New York, NY |
BUY
|
- |
254New |
$3.72K - $4.48K
|
254
$4.65K
|
|
|
Aug 06, 2025
Q2 2025
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
201New |
$2.94K - $3.54K
|
201
$3.68K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
109+ 11.6% |
$1.59K - $1.92K
|
1.05K
$19.2K
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
5+ 1.59% |
$73.2 - $88.1
|
320
$5.86K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
66.7K+ 661.65% |
$949K - $1.14M
|
76.8K
$1.41M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
22.6KNew |
$321K - $386K
|
22.6K
$414K
|
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
15.8KNew |
$224K - $270K
|
15.8K
$289K
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
13.1KNew |
$187K - $225K
|
13.1K
$241K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
51New |
$725 - $872
|
51
$934
|
|
|
Apr 17, 2025
Q1 2025
|
Fny Investment Advisers, LLC
|
BUY
|
- |
50New |
$711 - $855
|
50
$916
|
|
|
May 12, 2025
Q1 2025
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
10+ 0.01% |
$142 - $171
|
185K
$3.39M
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
1+ 5.26% |
$14.2 - $17.1
|
20
$366
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
683 Capital Management, LLC
New York, NY |
BUY
|
- |
22.2KNew |
$309K - $370K
|
22.2K
$406K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
13KNew |
$182K - $218K
|
13K
$239K
|
|
|
Feb 13, 2025
Q4 2024
|
Gabelli & CO Investment Advisers, Inc.
Rye, NY |
BUY
|
- |
11KNew |
$153K - $184K
|
11K
$202K
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
8.58K+ 78.92% |
$119K - $143K
|
19.4K
$356K
|
|
|
Feb 13, 2025
Q4 2024
|
De Lisle Partners LLP
Poole, X0 |
BUY
|
- |
4.24K+ 6.18% |
$59K - $70.8K
|
72.9K
$1.34M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
CALL |
1.6KNew |
$22.3K - $26.7K
|
1.6K
$29.3K
|
|
| Q3 2024 | |||||||
|
Nov 06, 2024
Q3 2024
|
Acuitas Investments, LLC
|
BUY
|
- |
21.9K+ 16.05% |
$263K - $327K
|
159K
$2.91M
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
10.4KNew |
$125K - $155K
|
10.4K
$190K
|
|
| Q1 2024 | |||||||
|
Apr 30, 2024
Q1 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
11.3KNew |
$125K - $146K
|
11.3K
$207K
|
|
|
May 10, 2024
Q1 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
133New |
$1.47K - $1.72K
|
133
$2.44K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
14.5KNew |
$130K - $182K
|
14.5K
$266K
|
|
|
Feb 09, 2024
Q4 2023
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
13.2KNew |
$118K - $166K
|
13.2K
$242K
|
|