Purchases and Sales Made in Q1 2024 in Westwood Holdings Group Inc (WHG)
This table provides information about the institutional ownership of Westwood Holdings Group Inc (WHG) during Q1 2024. The information is specifically focused on institutions that hold shares of WESTWOOD HOLDINGS GROUP INC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 01, 2024
Q1 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
43.6KNew |
$482K - $563K
|
43.6K
$626K
|
|
|
May 08, 2024
Q1 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
34.7K+ 16.71% |
$384K - $448K
|
242K
$3.48M
|
|
|
May 08, 2024
Q1 2024
|
De Lisle Partners LLP
Poole, X0 |
BUY
|
- |
29.7KNew |
$329K - $383K
|
29.7K
$426K
|
|
|
May 10, 2024
Q1 2024
|
Acuitas Investments, LLC
|
BUY
|
- |
15.4K+ 12.74% |
$170K - $198K
|
136K
$1.95M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
14.9KNew |
$165K - $192K
|
14.9K
$213K
|
|
|
Apr 30, 2024
Q1 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
11.3KNew |
$125K - $146K
|
11.3K
$162K
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
10.7KNew |
$118K - $138K
|
10.7K
$154K
|
|
|
May 14, 2024
Q1 2024
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
BUY
|
- |
7K+ 1.55% |
$77.5K - $90.4K
|
458K
$6.58M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
5.5K+ 10.61% |
$60.8K - $70.9K
|
57.3K
$823K
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
5.25K+ 113.8% |
$58.2K - $67.8K
|
9.87K
$142K
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
5.25K+ 113.8% |
$58.2K - $67.8K
|
9.87K
$142K
|
|
|
May 14, 2024
Q1 2024
|
Gabelli Funds LLC
Rye, NY |
BUY
|
- |
5.13K+ 5.15% |
$56.8K - $66.2K
|
105K
$1.5M
|
|
|
May 10, 2024
Q1 2024
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
3.81K+ 1.63% |
$42.2K - $49.2K
|
238K
$3.42M
|
|
|
Apr 30, 2024
Q1 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
3.52K+ 1.0% |
$39K - $45.4K
|
354K
$5.08M
|
|
|
May 06, 2024
Q1 2024
|
Empowered Funds, LLC
|
BUY
|
- |
3.3K+ 17.4% |
$36.6K - $42.6K
|
22.3K
$320K
|
|
|
May 09, 2024
Q1 2024
|
Connor, Clark & Lunn Investment Management Ltd.
|
BUY
|
- |
2.7K+ 24.08% |
$29.8K - $34.8K
|
13.9K
$200K
|
|
|
May 16, 2024
Q1 2024
|
Garner Asset Management Corp
|
BUY
|
- |
2.67K+ 4.42% |
$29.6K - $34.5K
|
63.1K
$906K
|
|
|
May 15, 2024
Q1 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
1.8K+ 10.65% |
$20K - $23.3K
|
18.7K
$269K
|
|
|
May 15, 2024
Q1 2024
|
Bridgeway Capital Management, LLC
Houston, TX |
BUY
|
- |
1.58K+ 2.08% |
$17.4K - $20.3K
|
77.4K
$1.11M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.37K+ 16.13% |
$15.2K - $17.7K
|
9.87K
$142K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
868+ 205.69% |
$9.61K - $11.2K
|
1.29K
$18.5K
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
837+ 70.51% |
$9.27K - $10.8K
|
2.02K
$29.1K
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
195+ 14.67% |
$2.16K - $2.52K
|
1.52K
$21.9K
|
|
|
Apr 18, 2024
Q1 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
152+ 0.03% |
$1.68K - $1.96K
|
573K
$8.22M
|
|
|
May 10, 2024
Q1 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
133New |
$1.47K - $1.72K
|
133
$1.91K
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
6New |
$66.4 - $77.5
|
6
$86.2
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-105- 17.56% |
$1.16K - $1.36K
|
493
$7.08K
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-137- 21.75% |
$1.52K - $1.77K
|
493
$7.08K
|
|
|
May 13, 2024
Q1 2024
|
Geode Capital Management, LLC
Boston, MA |
SELL
|
- |
-1.32K- 1.74% |
$14.6K - $17K
|
74.4K
$1.07M
|
|
|
May 14, 2024
Q1 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-1.63K- 5.17% |
$18.1K - $21.1K
|
29.9K
$430K
|
|
|
May 10, 2024
Q1 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-3.32K- 1.51% |
$36.8K - $42.9K
|
217K
$3.12M
|
|
|
May 13, 2024
Q1 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-5K- 2.05% |
$55.4K - $64.6K
|
239K
$3.43M
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-11.4K- 43.58% |
$127K - $148K
|
14.8K
$213K
|
|
|
May 13, 2024
Q1 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-17K- 3.61% |
$188K - $220K
|
454K
$6.51M
|
|
|
May 15, 2024
Q1 2024
|
Deprince Race & Zollo Inc
Winter Park, FL |
SELL
|
- |
-18.6K- 4.0% |
$206K - $240K
|
446K
$6.41M
|