Recent Quarter Total Invested
$57.24 M
Recent Quarter Institutional Ownership Percentage
58.03%
Total Invested of Last Quarter
$57.79 M
Ownership Percentage of Last Quarter
58.88%
Westwood Holdings Group, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 07/26/2024 | 571,438 | $6.96 M | -0.20% | 7.06% |
| DEPRINCE RACE & ZOLLO INC | 08/14/2024 | 459,320 | $5.59 M | 2.92% | 5.67% |
| GAMCO INVESTORS, INC. ET AL | 08/13/2024 | 447,065 | $5.45 M | -2.39% | 5.52% |
| RENAISSANCE TECHNOLOGIES LLC | 08/09/2024 | 443,951 | $5.41 M | -2.14% | 5.48% |
| VANGUARD GROUP INC | 08/13/2024 | 404,387 | $4.93 M | 0.00% | 4.99% |
| NORTH STAR INVESTMENT MANAGEMENT CORP. | 08/06/2024 | 353,857 | $4.31 M | 0.01% | 4.37% |
| DIMENSIONAL FUND ADVISORS LP | 08/09/2024 | 243,897 | $2.97 M | 2.43% | 3.01% |
| RUSSELL INVESTMENTS GROUP, LTD. | 08/08/2024 | 242,220 | $2.95 M | -0.04% | 2.99% |
| KING LUTHER CAPITAL MANAGEMENT CORP | 08/12/2024 | 238,740 | $2.91 M | 0.00% | 2.95% |
| BLACKROCK INC. | 08/13/2024 | 215,011 | $2.62 M | -0.96% | 2.65% |
| ACUITAS INVESTMENTS, LLC | 08/05/2024 | 136,678 | $1.66 M | 0.58% | 1.69% |
| GARNER ASSET MANAGEMENT CORP | 08/12/2024 | 116,937 | $1.42 M | 85.42% | 1.44% |
| GABELLI FUNDS LLC | 08/13/2024 | 105,373 | $1.28 M | 0.67% | 1.30% |
| ALLRED CAPITAL MANAGEMENT, LLC | 08/13/2024 | 104,139 | $1.27 M | 0.00% | 1.29% |
| AEGIS FINANCIAL CORP | 08/08/2024 | 100,002 | $1.22 M | 0.00% | 1.23% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 08/14/2024 | 79,053 | $962,866 | 2.09% | 0.98% |
| GEODE CAPITAL MANAGEMENT, LLC | 08/09/2024 | 70,682 | $861,152 | -5.00% | 0.87% |
| BANK OF AMERICA CORP /DE/ | 08/14/2024 | 56,683 | $690,399 | -1.09% | 0.70% |
| DE LISLE PARTNERS LLP | 08/09/2024 | 29,684 | $358,880 | 0.00% | 0.37% |
| NORTHERN TRUST CORP | 08/14/2024 | 29,517 | $359,517 | -1.43% | 0.36% |
| STATE STREET CORP | 08/14/2024 | 28,613 | $352,798 | 0.00% | 0.35% |
| PROSPERITY CONSULTING GROUP, LLC | 08/08/2024 | 26,608 | $324,085 | -38.94% | 0.33% |
| MARQUETTE ASSET MANAGEMENT, LLC | 08/14/2024 | 25,735 | $313,453 | 0.00% | 0.32% |
| LEVIN CAPITAL STRATEGIES, L.P. | 08/07/2024 | 25,508 | $310,687 | 0.00% | 0.32% |
| EMPOWERED FUNDS, LLC | 07/30/2024 | 23,901 | $291,114 | 7.27% | 0.30% |
| ARETE WEALTH ADVISORS, LLC | 08/14/2024 | 18,249 | $221,000 | -2.59% | 0.23% |
| CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 08/09/2024 | 15,057 | $183,394 | 8.37% | 0.19% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 07/16/2024 | 14,861 | $181,007 | 0.00% | 0.18% |
| CITADEL ADVISORS LLC | 08/14/2024 | 13,532 | $164,820 | -8.67% | 0.17% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 08/14/2024 | 13,200 | $161,000 | 0.00% | 0.16% |
| GABELLI & CO INVESTMENT ADVISERS, INC. | 08/13/2024 | 11,000 | $133,980 | 0.00% | 0.14% |
| WALLACE CAPITAL MANAGEMENT INC. | 08/16/2024 | 10,159 | $123,737 | 0.00% | 0.13% |
| MORGAN STANLEY | 10/17/2024 | 8,500 | $103,533 | -13.89% | 0.11% |
| ROYAL BANK OF CANADA | 11/06/2024 | 7,280 | $89,000 | 0.00% | 0.09% |
| UBS GROUP AG | 08/14/2024 | 4,054 | $49,377 | 100.30% | 0.05% |
| WELLS FARGO & COMPANY/MN | 08/13/2024 | 1,507 | $18,353 | -1.12% | 0.02% |
| IFP ADVISORS, INC | 07/30/2024 | 992 | $12,083 | -23.10% | 0.01% |
| ADVISOR GROUP HOLDINGS, INC. | 08/13/2024 | 905 | $11,019 | 29.29% | 0.01% |
| JPMORGAN CHASE & CO | 08/12/2024 | 598 | $7,284 | 21.30% | 0.01% |
| NEWEDGE ADVISORS, LLC | 08/16/2024 | 568 | $6,917 | 100.00% | 0.01% |
| CITADEL ADVISORS LLC | 08/14/2024 | 300 | $3,654 | 200.00% | 0.00% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 08/14/2024 | 201 | $2,448 | 0.00% | 0.00% |
| CULLEN/FROST BANKERS, INC. | 08/05/2024 | 133 | $1,620 | 0.00% | 0.00% |
| CITADEL ADVISORS LLC | 08/14/2024 | 100 | $1,218 | 0.00% | 0.00% |
| FMR LLC | 08/13/2024 | 33 | $400 | 0.00% | 0.00% |
| TOWER RESEARCH CAPITAL LLC (TRC) | 08/13/2024 | 0 | $0 | -100.00% | 0.00% |
| JANE STREET GROUP, LLC | 08/15/2024 | 0 | $0 | -100.00% | 0.00% |
| SPIDERROCK ADVISORS, LLC | 08/12/2024 | 0 | $0 | -100.00% | 0.00% |
Westwood Holdings Group, Inc.institutional Ownership - Frequently Asked Questions
-
Who are the largest shareholders of WHG shares?
During the previous two years, 37 institutional investors and hedge funds held shares of Westwood Holdings Group, Inc.. The most heavily invested institutionals were:
GABELLI & Co INVESTMENT ADVISERS, INC.: 0
Wallace Capital Management Inc.: 0
DIMENSIONAL FUND ADVISORS LP: 243,897
Russell Investments Group, Ltd.: 242,220
BlackRock Inc.: 215,011
BRIDGEWAY CAPITAL MANAGEMENT, LLC: 79,053
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What percentage of Westwood Holdings Group, Inc. stock is owned by institutional investors?
58.03% of Westwood Holdings Group, Inc. stock is owned by institutional investors.
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How much institutional buying is happening at WHG ?
Institutional investors have bought a total of 1.80 M shares in the last 24 months. This purchase volume represents approximately $28.87 M in transactions.