Purchases and Sales Made in Q2 2025 in Westwood Holdings Group Inc (WHG)
This table provides information about the institutional ownership of Westwood Holdings Group Inc (WHG) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
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
|
|
|
Aug 11, 2025
Q2 2025
|
Aegis Financial Corp
Mc Lean, VA |
SELL
|
- |
-76- 0.08% |
$1.11K - $1.34K
|
99.9K
$1.83M
|
|
|
Aug 14, 2025
Q2 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-83- 0.41% |
$1.21K - $1.46K
|
20.3K
$371K
|
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-333- 97.65% |
$4.87K - $5.87K
|
8
$147
|
|
|
Aug 05, 2025
Q2 2025
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-667- 3.82% |
$9.76K - $11.8K
|
16.8K
$308K
|
|
|
Aug 07, 2025
Q2 2025
|
Connor, Clark & Lunn Investment Management Ltd.
|
SELL
|
- |
-2.06K- 15.34% |
$30.2K - $36.4K
|
11.4K
$209K
|
|
|
Aug 14, 2025
Q2 2025
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-2.8K- 21.88% |
$41K - $49.4K
|
10K
$183K
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
SELL
|
- |
-4.01K- 61.64% |
$58.7K - $70.7K
|
2.5K
$45.8K
|
|
|
Aug 13, 2025
Q2 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-5K- 1.23% |
$73.2K - $88.1K
|
402K
$7.36M
|
|
|
Aug 13, 2025
Q2 2025
|
Gabelli Funds LLC
Rye, NY |
SELL
|
- |
-7.61K- 8.76% |
$111K - $134K
|
79.2K
$1.45M
|
|
|
Aug 13, 2025
Q2 2025
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-9.18K- 2.03% |
$134K - $162K
|
444K
$8.13M
|
|
|
Aug 12, 2025
Q2 2025
|
Garner Asset Management Corp
|
SELL
|
- |
-13.2K- 9.03% |
$193K - $233K
|
133K
$2.44M
|
|
|
Jul 31, 2025
Q2 2025
|
Peapod Lane Capital LLC
Bedford Hills, NY |
SELL
|
- |
-37.7K- 30.21% |
$551K - $664K
|
87.1K
$1.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-62.7K- 77.6% |
$917K - $1.1M
|
18.1K
$332K
|
|
|
Aug 13, 2025
Q2 2025
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-141K- 74.55% |
$2.07M - $2.49M
|
48.2K
$883K
|