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 2023 vs. Q3 2023
How the institutions holding Westwood Holdings Group Inc changed between Q3 2023 and Q4 2023.
All holders in Q4 2023All holders in Q3 2023
| Measure | Q3 2023 | Q4 2023 | Change |
|---|---|---|---|
| Holders | 42 | 46 | +4 |
| Shares | 5.13M | 4.63M | −500.9K (−9.8%) |
| Value | $52.0M | $58.1M | +$6.06M (+11.7%) |
New holders (10)
Institutions that held Westwood Holdings Group Inc at the end of Q4 2023 but not at the end of Q3 2023.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Cerity Partners LLC | 20,520 | $257.9K | 0.00% |
| Squarepoint Ops LLC | 14,493 | $182.2K | 0.00% |
| Price T Rowe Associates Inc | 13,200 | $166.0K | 0.00% |
| Hillsdale Investment Management Inc. | 13,200 | $165.9K | 0.01% |
| Bank of New York Mellon Corp | 11,504 | $144.6K | 0.00% |
| Connor, Clark & Lunn Investment Management Ltd. | 11,198 | $140.8K | 0.00% |
| Assenagon Asset Management S.A. | 10,105 | $127.0K | 0.00% |
| GWM Advisors LLC | 1,402 | $17.6K | 0.00% |
| Barclays PLC | 1,110 | $14.0K | 0.00% |
| IFP Advisors, Inc | 422 | $5.30K | 0.00% |
Sold out (6)
Institutions that held Westwood Holdings Group Inc at the end of Q3 2023 and filed for Q4 2023 without it.
| Institution | Shares, Q3 2023 | Value, Q3 2023 |
|---|---|---|
| JCP Investment Management, LLC | 744,793 | $7.56M |
| Repertoire Partners LP | 83,829 | $850.9K |
| Prescott Group Capital Management, L.L.C. | 48,598 | $493.0K |
| Pension & Wealth Management Advisors, Inc. | 13,007 | $132.0K |
| Tower Research Capital LLC (TRC) | 794 | $8.06K |
| FNY Investment Advisers, LLC | 50 | $0 |