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 51 institutions that hold shares in the stock, with a total of 4.65 Million shares, which have been reported (via 13F filing form) to have a value of $71.7 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jane Street Group, LLC
New York, NY |
May 14, 2025 Q1 2025 |
22,582
shares
|
$347,988
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
20,358
shares
|
$313,716
0.03% of portfolio
|
Q4 2024
Reduced 0.34%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
18,566
shares
|
$286,102
0.0% of portfolio
|
Q1 2025
Added 99.29%
|
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
17,556
shares
|
$270,537
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Prosperity Consulting Group, LLC
|
May 07, 2025 Q1 2025 |
17,454
shares
|
$268,966
0.02% of portfolio
|
Q1 2025
Reduced 7.83%
|
|
|
Hrt Financial LP
New York, NY |
May 15, 2025 Q1 2025 |
15,786
shares
|
$243,262
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Connor, Clark & Lunn Investment Management Ltd.
|
May 12, 2025 Q1 2025 |
13,459
shares
|
$207,403
0.0% of portfolio
|
Q1 2025
Reduced 8.12%
|
|
|
Price T Rowe Associates Inc
Baltimore, MD |
May 14, 2025 Q1 2025 |
13,200
shares
|
$203,412
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Goldman Sachs Group Inc
New York, NY |
May 16, 2025 Q1 2025 |
13,148
shares
|
$202,610
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sei Investments CO
Oaks, PA |
May 14, 2025 Q1 2025 |
13,129
shares
|
$202,317
0.0% of portfolio
|
Q1 2025
Reduced 7.13%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
12,812
shares
|
$197,432
0.01% of portfolio
|
Q1 2025
Reduced 46.64%
|
|
|
Gabelli & CO Investment Advisers, Inc.
Rye, NY |
May 14, 2025 Q1 2025 |
11,000
shares
|
$169,510
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
10,374
shares
|
$159,863
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
7,371
shares
|
$113,587
0.0% of portfolio
|
Q1 2025
Added 1.25%
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
6,512
shares
|
$100,349
0.0% of portfolio
|
Q1 2025
Reduced 8.45%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
2,684
shares
|
$41,360
0.0% of portfolio
|
Q1 2025
Added 147.15%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
1,232
shares
|
$18,985
0.0% of portfolio
|
Q1 2025
Reduced 12.87%
|
|
|
Barclays PLC
London, X0 |
May 15, 2025 Q1 2025 |
1,064
shares
|
$16,396
0.0% of portfolio
|
Q1 2025
Reduced 65.16%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
940
shares
|
$14,485
0.0% of portfolio
|
Q1 2025
Reduced 34.72%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
547
shares
|
$8,429
0.0% of portfolio
|
Q1 2025
Reduced 8.53%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2025 Q1 2025 |
341
shares
|
$5,254
0.0% of portfolio
|
Q1 2025
Added 4.6%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
315
shares
|
$4,854
0.0% of portfolio
|
Q1 2025
Reduced 0.63%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
51
shares
|
$785
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Fny Investment Advisers, LLC
|
Apr 17, 2025 Q1 2025 |
50
shares
|
$770
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
May 01, 2025 Q1 2025 |
20
shares
|
$308
0.0% of portfolio
|
Q1 2025
Added 5.26%
|