Westwood Holdings Group Inc
WHG- Exchange
- NYSE
- Industry
- Investment Advice
- SEC CIK
- 0001165002
No open-market purchases or sales by Westwood Holdings Group Inc insiders were filed in the last 90 days; 70 institutions reported holding it in 13F filings for Q2 2026, worth $104.4M in total; no superinvestor holds it.
Q4 2021 vs. Q3 2021
How the institutions holding Westwood Holdings Group Inc changed between Q3 2021 and Q4 2021.
All holders in Q4 2021All holders in Q3 2021
| Measure | Q3 2021 | Q4 2021 | Change |
|---|---|---|---|
| Holders | 48 | 48 | 0 |
| Shares | 4.50M | 5.29M | +783.8K (+17.4%) |
| Value | $85.6M | $89.6M | +$3.98M (+4.7%) |
New holders (7)
Institutions that held Westwood Holdings Group Inc at the end of Q4 2021 but not at the end of Q3 2021.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| JCP Investment Management, LLC | 860,416 | $14.6M | 10.66% |
| Allspring Global Investments Holdings, LLC | 586,389 | $9.93M | 0.01% |
| Bank of New York Mellon Corp | 24,380 | $413.0K | 0.00% |
| D. E. Shaw & Co., Inc. | 10,321 | $175.0K | 0.00% |
| Hillsdale Investment Management Inc. | 4,500 | $76.0K | 0.01% |
| Stephens Consulting, LLC | 99 | $1.67K | 0.00% |
| CWM, LLC | 22 | $0 | 0.00% |
Sold out (7)
Institutions that held Westwood Holdings Group Inc at the end of Q3 2021 and filed for Q4 2021 without it.
| Institution | Shares, Q3 2021 | Value, Q3 2021 |
|---|---|---|
| HRT Financial LP | 12,423 | $236.0K |
| Citadel Advisors LLC | 11,792 | $224.0K |
| Simplex Trading, LLC | 7,135 | $150.0K |
| Barclays PLC | 1,084 | $21.0K |
| BNP Paribas Arbitrage, SA | 122 | $2.32K |
| Eagle Bay Advisors LLC | 70 | $2.00K |
| O'Shaughnessy Asset Management, LLC | 10 | $0 |