Westwood Holdings Group Inc
WHG- Exchange
- NYSE
- Industry
- Investment Advice
- SEC CIK
- 0001165002
In the last 90 days, Westwood Holdings Group Inc insiders filed 0 open-market purchases and 1 sale; 70 institutions reported holding it in 13F filings for Q2 2026, worth $104.4M in total; no superinvestor holds it.
Q3 2023 vs. Q2 2023
How the institutions holding Westwood Holdings Group Inc changed between Q2 2023 and Q3 2023.
All holders in Q3 2023All holders in Q2 2023
| Measure | Q2 2023 | Of which not filed for Q3 2023 | Q3 2023 | Change |
|---|---|---|---|---|
| Holders | 42 | 1 | 42 | +1 |
| Shares | 5.11M | 17.6K | 5.13M | +31.1K (+0.6%) |
| Value | $63.4M | $217.7K | $52.0M | −$11.1M (−17.6%) |
1 institution that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so the changes leave them out.
New holders (4)
Institutions that held Westwood Holdings Group Inc at the end of Q3 2023 but not at the end of Q2 2023.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Repertoire Partners LP | 83,829 | $850.9K | 1.41% |
| Arete Wealth Advisors, LLC | 14,448 | $146.6K | 0.03% |
| Garner Asset Management Corp | 13,348 | $135.0K | 0.08% |
| Qube Research & Technologies Ltd | 201 | $2.04K | 0.00% |
Sold out (3)
Institutions that held Westwood Holdings Group Inc at the end of Q2 2023 and filed for Q3 2023 without it.
| Institution | Shares, Q2 2023 | Value, Q2 2023 |
|---|---|---|
| Millennium Management LLC | 12,015 | $149.0K |
| Rhumbline Advisers | 420 | $5.21K |
| Stephens Consulting, LLC | 106 | $1.31K |
Not filed for Q3 2023 yet (1)
Institutions that held Westwood Holdings Group Inc at the end of Q2 2023 and haven't filed a 13F for Q3 2023. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q2 2023 | Value, Q2 2023 |
|---|---|---|
| EA Series Trust | 17,556 | $217.7K |