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 2024 vs. Q2 2024
How the institutions holding Westwood Holdings Group Inc changed between Q2 2024 and Q3 2024.
All holders in Q3 2024All holders in Q2 2024
| Measure | Q2 2024 | Of which not filed for Q3 2024 | Q3 2024 | Change |
|---|---|---|---|---|
| Holders | 43 | 1 | 44 | +2 |
| Shares | 4.70M | 215.0K | 4.77M | +288.8K (+6.4%) |
| Value | $57.2M | $2.62M | $67.8M | +$13.2M (+24.1%) |
1 institution that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so the changes leave them out.
New holders (6)
Institutions that held Westwood Holdings Group Inc at the end of Q3 2024 but not at the end of Q2 2024.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| BlackRock, Inc. | 215,606 | $3.06M | 0.00% |
| Susquehanna International Group, LLP | 22,546 | $320.2K | 0.00% |
| SEI Investments Co | 14,000 | $198.8K | 0.00% |
| Cerity Partners LLC | 10,374 | $147.3K | 0.00% |
| Barclays PLC | 1,088 | $15.4K | 0.00% |
| FNY Investment Advisers, LLC | 50 | $0 | 0.00% |
Sold out (4)
Institutions that held Westwood Holdings Group Inc at the end of Q2 2024 and filed for Q3 2024 without it.
| Institution | Shares, Q2 2024 | Value, Q2 2024 |
|---|---|---|
| Citadel Advisors LLC | 13,532 | $164.8K |
| Gabelli & Co Investment Advisers, Inc. | 11,000 | $134.0K |
| Wallace Capital Management Inc. | 10,159 | $123.7K |
| IFP Advisors, Inc | 992 | $12.1K |
Not filed for Q3 2024 yet (1)
Institutions that held Westwood Holdings Group Inc at the end of Q2 2024 and haven't filed a 13F for Q3 2024. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q2 2024 | Value, Q2 2024 |
|---|---|---|
| BlackRock Inc. | 215,011 | $2.62M |