Purchases and Sales Made in Q3 2024 in Westwood Holdings Group Inc (WHG)
This table provides information about the institutional ownership of Westwood Holdings Group Inc (WHG) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
De Lisle Partners LLP
Poole, X0 |
BUY
|
- |
39K+ 131.37% |
$468K - $581K
|
68.7K
$986K
|
|
|
Nov 13, 2024
Q3 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
38.1K+ 15.74% |
$458K - $568K
|
280K
$4.03M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
22.5KNew |
$271K - $336K
|
22.5K
$324K
|
|
|
Nov 06, 2024
Q3 2024
|
Acuitas Investments, LLC
|
BUY
|
- |
21.9K+ 16.05% |
$263K - $327K
|
159K
$2.28M
|
|
|
Nov 12, 2024
Q3 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
14KNew |
$168K - $209K
|
14K
$201K
|
|
|
Oct 18, 2024
Q3 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
12.7K+ 2.22% |
$152K - $189K
|
584K
$8.39M
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
10.7K+ 5305.97% |
$128K - $159K
|
10.9K
$156K
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
10.4KNew |
$125K - $155K
|
10.4K
$149K
|
|
|
Nov 12, 2024
Q3 2024
|
Garner Asset Management Corp
|
BUY
|
- |
9.39K+ 8.03% |
$113K - $140K
|
126K
$1.81M
|
|
|
Oct 30, 2024
Q3 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
5.12K+ 1.45% |
$61.5K - $76.3K
|
359K
$5.15M
|
|
|
Nov 07, 2024
Q3 2024
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
4.92K+ 2.02% |
$59K - $73.2K
|
249K
$3.57M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
3.58K+ 6.31% |
$42.9K - $53.3K
|
60.3K
$865K
|
|
|
Nov 14, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
2.18K+ 11.93% |
$26.2K - $32.5K
|
20.4K
$293K
|
|
|
Nov 14, 2024
Q3 2024
|
Bridgeway Capital Management, LLC
Houston, TX |
BUY
|
- |
1.21K+ 1.53% |
$14.5K - $18K
|
80.3K
$1.15M
|
|
|
Nov 06, 2024
Q3 2024
|
Empowered Funds, LLC
|
BUY
|
- |
1.21K+ 5.05% |
$14.5K - $18K
|
25.1K
$361K
|
|
|
Nov 15, 2024
Q3 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
1.09KNew |
$13.1K - $16.2K
|
1.09K
$15.6K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
533+ 58.9% |
$6.4K - $7.94K
|
1.44K
$20.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
319+ 3.75% |
$3.83K - $4.75K
|
8.82K
$127K
|
|
|
Oct 18, 2024
Q3 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
50New |
$601 - $745
|
50
$718
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-135- 8.96% |
$1.62K - $2.01K
|
1.37K
$19.7K
|
|
|
Nov 13, 2024
Q3 2024
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-266- 0.26% |
$3.19K - $3.96K
|
104K
$1.49M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-304- 53.52% |
$3.65K - $4.53K
|
264
$3.79K
|
|
|
Nov 14, 2024
Q3 2024
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-365- 0.08% |
$4.38K - $5.44K
|
447K
$6.41M
|
|
|
Nov 13, 2024
Q3 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-509- 1.72% |
$6.11K - $7.58K
|
29K
$417K
|
|
|
Nov 08, 2024
Q3 2024
|
Connor, Clark & Lunn Investment Management Ltd.
|
SELL
|
- |
-866- 5.75% |
$10.4K - $12.9K
|
14.2K
$204K
|
|
|
Nov 14, 2024
Q3 2024
|
Deprince Race & Zollo Inc
Winter Park, FL |
SELL
|
- |
-2.06K- 0.45% |
$24.7K - $30.6K
|
457K
$6.57M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-2.97K- 73.21% |
$35.6K - $44.2K
|
1.09K
$15.6K
|
|
|
Nov 13, 2024
Q3 2024
|
Gabelli Funds LLC
Rye, NY |
SELL
|
- |
-5.06K- 4.8% |
$60.8K - $75.4K
|
100K
$1.44M
|
|
|
Nov 12, 2024
Q3 2024
|
Geode Capital Management, LLC
Boston, MA |
SELL
|
- |
-5.13K- 7.25% |
$61.6K - $76.4K
|
65.6K
$941K
|
|
|
Oct 15, 2024
Q3 2024
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-6.96K- 26.14% |
$83.5K - $104K
|
19.7K
$282K
|
|
|
Nov 13, 2024
Q3 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-11.6K- 2.62% |
$140K - $173K
|
432K
$6.21M
|
|
|
Nov 08, 2024
Q3 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-53.8K- 22.51% |
$646K - $801K
|
185K
$2.66M
|