Institutional Ownership Westwood Holdings Group Inc (WHG)
This table provides information about the institutional ownership of Westwood Holdings Group Inc (WHG). We have compiled data on the 46 institutions that hold shares in the stock, with a total of 4.79 Million shares, which have been reported (via 13F filing form) to have a value of $74.2 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 18, 2024 Q3 2024 |
20,427
shares
|
$316,414
0.03% of portfolio
|
Q3 2024
Added 11.93%
|
|
Prosperity Consulting Group, LLC
|
Oct 15, 2024 Q3 2024 |
19,653
shares
|
$304,424
0.02% of portfolio
|
Q3 2024
Reduced 26.14%
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
17,556
shares
|
$271,942
0.01% of portfolio
|
Q2 2023
New holding
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
14,861
shares
|
$230,196
0.0% of portfolio
|
Q1 2024
New holding
|
|
Connor, Clark & Lunn Investment Management Ltd.
|
Nov 08, 2024 Q3 2024 |
14,191
shares
|
$219,818
0.0% of portfolio
|
Q3 2024
Reduced 5.75%
|
|
Sei Investments CO
Oaks, PA |
Nov 12, 2024 Q3 2024 |
14,000
shares
|
$216,860
0.0% of portfolio
|
Q3 2024
New holding
|
|
Price T Rowe Associates Inc
Baltimore, MD |
Nov 14, 2024 Q3 2024 |
13,200
shares
|
$204,468
0.0% of portfolio
|
Q4 2023
New holding
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
10,866
shares
|
$168,314
0.0% of portfolio
|
Q3 2024
Added 5305.97%
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
10,374
shares
|
$160,693
0.0% of portfolio
|
Q3 2024
New holding
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
8,819
shares
|
$136,606
0.0% of portfolio
|
Q3 2024
Added 3.75%
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
7,280
shares
|
$112,767
0.0% of portfolio
|
Q4 2023
Added 1720.0%
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
1,438
shares
|
$22,274
0.0% of portfolio
|
Q3 2024
Added 58.9%
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
1,372
shares
|
$21,252
0.0% of portfolio
|
Q3 2024
Reduced 8.96%
|
|
Barclays PLC
London, X0 |
Nov 19, 2024 Q3 2024 |
1,088
shares
|
$16,853
0.0% of portfolio
|
Q3 2024
New holding
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
1,086
shares
|
$16,822
0.0% of portfolio
|
Q3 2024
Reduced 73.21%
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
992
shares
|
$15,366
0.0% of portfolio
|
Q2 2024
Reduced 23.1%
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
598
shares
|
$9,263
0.0% of portfolio
|
Q2 2024
Added 21.3%
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
264
shares
|
$4,089
0.0% of portfolio
|
Q3 2024
Reduced 53.52%
|
|
Cullen/Frost Bankers, Inc.
|
Nov 06, 2024 Q3 2024 |
133
shares
|
$2,060
0.0% of portfolio
|
Q1 2024
New holding
|
|
Fny Investment Advisers, LLC
|
Oct 18, 2024 Q3 2024 |
50
shares
|
$774
0.0% of portfolio
|
Q3 2024
New holding
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|