Purchases and Sales Made in Q4 2024 in Westwood Holdings Group Inc (WHG)
This table provides information about the institutional ownership of Westwood Holdings Group Inc (WHG) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 29, 2025
Q4 2024
|
Peapod Lane Capital LLC
Bedford Hills, NY |
BUY
|
- |
175KNew |
$2.43M - $2.91M
|
175K
$2.94M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
24.5K+ 108.58% |
$341K - $409K
|
47K
$792K
|
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
24KNew |
$334K - $401K
|
24K
$405K
|
|
|
Feb 14, 2025
Q4 2024
|
683 Capital Management, LLC
New York, NY |
BUY
|
- |
22.2KNew |
$309K - $370K
|
22.2K
$374K
|
|
|
Feb 13, 2025
Q4 2024
|
Garner Asset Management Corp
|
BUY
|
- |
14.4K+ 11.42% |
$201K - $241K
|
141K
$2.37M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
13KNew |
$182K - $218K
|
13K
$220K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
13K+ 87.48% |
$181K - $217K
|
27.9K
$469K
|
|
|
Feb 13, 2025
Q4 2024
|
Gabelli & CO Investment Advisers, Inc.
Rye, NY |
BUY
|
- |
11KNew |
$153K - $184K
|
11K
$185K
|
|
|
Feb 14, 2025
Q4 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
10.1KNew |
$140K - $168K
|
10.1K
$170K
|
|
|
Feb 13, 2025
Q4 2024
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
9.99K+ 4.02% |
$139K - $167K
|
259K
$4.36M
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
8.58K+ 78.92% |
$119K - $143K
|
19.4K
$328K
|
|
|
Feb 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
8.56K+ 29.52% |
$119K - $143K
|
37.6K
$633K
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
7.11KNew |
$99K - $119K
|
7.11K
$120K
|
|
|
Feb 13, 2025
Q4 2024
|
De Lisle Partners LLP
Poole, X0 |
BUY
|
- |
4.24K+ 6.18% |
$59K - $70.8K
|
72.9K
$1.23M
|
|
|
Feb 10, 2025
Q4 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
3.02K+ 0.84% |
$42K - $50.4K
|
362K
$6.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
1.97K+ 180.7% |
$27.4K - $32.8K
|
3.05K
$51.5K
|
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
1.73K+ 0.3% |
$24K - $28.8K
|
586K
$9.87M
|
|
|
Feb 14, 2025
Q4 2024
|
State Street Corp
Boston, MA |
BUY
|
- |
1.6K+ 5.59% |
$22.3K - $26.7K
|
30.2K
$509K
|
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
1.35K+ 5.39% |
$18.8K - $22.6K
|
26.5K
$446K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
616+ 1.02% |
$8.57K - $10.3K
|
60.9K
$1.03M
|
|
|
Feb 14, 2025
Q4 2024
|
Bridgeway Capital Management, LLC
Houston, TX |
BUY
|
- |
553+ 0.69% |
$7.7K - $9.24K
|
80.8K
$1.36M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
497+ 5.64% |
$6.92K - $8.3K
|
9.32K
$157K
|
|
|
Feb 10, 2025
Q4 2024
|
Connor, Clark & Lunn Investment Management Ltd.
|
BUY
|
- |
458+ 3.23% |
$6.38K - $7.65K
|
14.6K
$247K
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
326New |
$4.54K - $5.44K
|
326
$5.49K
|
|
|
Feb 12, 2025
Q4 2024
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
275+ 0.42% |
$3.83K - $4.59K
|
65.8K
$1.11M
|
|
|
Feb 11, 2025
Q4 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
137+ 0.98% |
$1.91K - $2.29K
|
14.1K
$238K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
53+ 20.08% |
$738 - $885
|
317
$5.34K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
42+ 3.06% |
$585 - $701
|
1.41K
$23.8K
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
19New |
$264 - $317
|
19
$320
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2+ 0.14% |
$27.8 - $33.4
|
1.44K
$24.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-69- 0.34% |
$960 - $1.15K
|
20.4K
$343K
|
|
|
Feb 14, 2025
Q4 2024
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-717- 3.65% |
$9.98K - $12K
|
18.9K
$319K
|
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-12.2K- 2.82% |
$170K - $204K
|
420K
$7.08M
|
|
|
Feb 13, 2025
Q4 2024
|
Gabelli Funds LLC
Rye, NY |
SELL
|
- |
-13.5K- 13.46% |
$188K - $225K
|
86.8K
$1.46M
|
|
|
Feb 11, 2025
Q4 2024
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-29.2K- 7.23% |
$407K - $488K
|
375K
$6.32M
|
|
|
Feb 13, 2025
Q4 2024
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-89.4K- 31.9% |
$1.24M - $1.49M
|
191K
$3.22M
|
|
|
Feb 14, 2025
Q4 2024
|
Deprince Race & Zollo Inc
Winter Park, FL |
SELL
|
- |
-129K- 28.28% |
$1.8M - $2.16M
|
328K
$5.53M
|