Purchases and Sales Made in Q1 2025 in Westwood Holdings Group Inc (WHG)
This table provides information about the institutional ownership of Westwood Holdings Group Inc (WHG) during Q1 2025. 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 15, 2025
Q1 2025
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
66.7K+ 661.65% |
$949K - $1.14M
|
76.8K
$1.27M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
33.8K+ 71.81% |
$480K - $577K
|
80.8K
$1.34M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
22.6KNew |
$321K - $386K
|
22.6K
$373K
|
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
15.8KNew |
$224K - $270K
|
15.8K
$261K
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
13.1KNew |
$187K - $225K
|
13.1K
$217K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
9.25K+ 99.29% |
$132K - $158K
|
18.6K
$307K
|
|
|
May 14, 2025
Q1 2025
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
BUY
|
- |
6.48K+ 1.45% |
$92.1K - $111K
|
453K
$7.49M
|
|
|
May 05, 2025
Q1 2025
|
Garner Asset Management Corp
|
BUY
|
- |
5.66K+ 4.02% |
$80.4K - $96.6K
|
146K
$2.42M
|
|
|
May 15, 2025
Q1 2025
|
Bridgeway Capital Management, LLC
Houston, TX |
BUY
|
- |
3.39K+ 4.2% |
$48.2K - $58K
|
84.2K
$1.39M
|
|
|
May 13, 2025
Q1 2025
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
2.79K+ 1.08% |
$39.6K - $47.6K
|
262K
$4.32M
|
|
|
May 16, 2025
Q1 2025
|
Empowered Funds, LLC
|
BUY
|
- |
2.29K+ 8.66% |
$32.6K - $39.2K
|
28.8K
$475K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
1.6K+ 147.15% |
$22.7K - $27.3K
|
2.68K
$44.4K
|
|
|
Apr 24, 2025
Q1 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
1.41K+ 0.24% |
$20.1K - $24.1K
|
587K
$9.71M
|
|
|
May 13, 2025
Q1 2025
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
1.06K+ 1.62% |
$15.1K - $18.2K
|
66.9K
$1.11M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
91+ 1.25% |
$1.29K - $1.56K
|
7.37K
$122K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
51New |
$725 - $872
|
51
$843
|
|
|
Apr 17, 2025
Q1 2025
|
Fny Investment Advisers, LLC
|
BUY
|
- |
50New |
$711 - $855
|
50
$827
|
|
|
Apr 17, 2025
Q1 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
18+ 0.0% |
$256 - $308
|
362K
$5.98M
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
15+ 4.6% |
$213 - $256
|
341
$5.64K
|
|
|
May 12, 2025
Q1 2025
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
10+ 0.01% |
$142 - $171
|
185K
$3.06M
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
1+ 5.26% |
$14.2 - $17.1
|
20
$331
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-2- 0.63% |
$28.4 - $34.2
|
315
$5.21K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-51- 8.53% |
$725 - $872
|
547
$9.04K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-182- 12.87% |
$2.59K - $3.11K
|
1.23K
$20.4K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-500- 34.72% |
$7.11K - $8.55K
|
940
$15.5K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-522- 0.86% |
$7.42K - $8.92K
|
60.4K
$998K
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
- |
-601- 8.45% |
$8.55K - $10.3K
|
6.51K
$108K
|
|
|
May 14, 2025
Q1 2025
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-1.01K- 7.13% |
$14.3K - $17.2K
|
13.1K
$217K
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-1.12K- 2.99% |
$16K - $19.2K
|
36.4K
$602K
|
|
|
May 12, 2025
Q1 2025
|
Connor, Clark & Lunn Investment Management Ltd.
|
SELL
|
- |
-1.19K- 8.12% |
$16.9K - $20.3K
|
13.5K
$222K
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-1.38K- 0.72% |
$19.6K - $23.6K
|
190K
$3.13M
|
|
|
May 07, 2025
Q1 2025
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-1.48K- 7.83% |
$21.1K - $25.3K
|
17.5K
$289K
|
|
|
May 15, 2025
Q1 2025
|
Barclays PLC
London, X0 |
SELL
|
- |
-1.99K- 65.16% |
$28.3K - $34K
|
1.06K
$17.6K
|
|
|
May 09, 2025
Q1 2025
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-7.04K- 1.88% |
$100K - $120K
|
368K
$6.08M
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-11.2K- 46.64% |
$159K - $191K
|
12.8K
$212K
|
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-13.5K- 3.21% |
$192K - $230K
|
407K
$6.72M
|
|
|
Apr 30, 2025
Q1 2025
|
Peapod Lane Capital LLC
Bedford Hills, NY |
SELL
|
- |
-49.8K- 28.53% |
$708K - $851K
|
125K
$2.06M
|
|
|
May 15, 2025
Q1 2025
|
Deprince Race & Zollo Inc
Winter Park, FL |
SELL
|
- |
-50.5K- 15.4% |
$718K - $863K
|
277K
$4.59M
|