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 2022 vs. Q3 2022
How the institutions holding Westwood Holdings Group Inc changed between Q3 2022 and Q4 2022.
All holders in Q4 2022All holders in Q3 2022
| Measure | Q3 2022 | Q4 2022 | Change |
|---|---|---|---|
| Holders | 37 | 37 | 0 |
| Shares | 4.95M | 5.00M | +54.0K (+1.1%) |
| Value | $47.7M | $55.7M | +$8.05M (+16.9%) |
New holders (4)
Institutions that held Westwood Holdings Group Inc at the end of Q4 2022 but not at the end of Q3 2022.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Aegis Financial Corp | 99,771 | $1.11M | 0.98% |
| Prescott Group Capital Management, L.L.C. | 48,128 | $536.0K | 0.12% |
| Callodine Capital Management, LP | 10,100 | $112.5K | 0.03% |
| Pension & Wealth Management Advisors, Inc. | 9,938 | $110.7K | 0.09% |
Sold out (4)
Institutions that held Westwood Holdings Group Inc at the end of Q3 2022 and filed for Q4 2022 without it.
| Institution | Shares, Q3 2022 | Value, Q3 2022 |
|---|---|---|
| Bank of New York Mellon Corp | 25,448 | $246.0K |
| Centiva Capital, LP | 10,000 | $96.0K |
| Tower Research Capital LLC (TRC) | 690 | $6.00K |
| Advisor Group Holdings, Inc. | 280 | $3.00K |