Latest Institutional Transactions on Westwood Holdings Group Inc (WHG)
This table provides information on the latest institutional transactions involving Westwood Holdings Group Inc (WHG) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
State Street Corp
Boston, MA |
BUY
|
- |
1.6K+ 5.59% |
$22.3K - $26.7K
|
30.2K
$509K
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
8.58K+ 78.92% |
$119K - $143K
|
19.4K
$328K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
24.5K+ 108.58% |
$341K - $409K
|
47K
$792K
|
|
|
Feb 14, 2025
Q4 2024
|
Deprince Race & Zollo Inc
Winter Park, FL |
SELL
|
- |
-129K- 28.28% |
$1.8M - $2.16M
|
328K
$5.53M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
616+ 1.02% |
$8.57K - $10.3K
|
60.9K
$1.03M
|
|
|
Feb 14, 2025
Q4 2024
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-717- 3.65% |
$9.98K - $12K
|
18.9K
$319K
|
|
|
Feb 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
8.56K+ 29.52% |
$119K - $143K
|
37.6K
$633K
|
|
|
Feb 14, 2025
Q4 2024
|
683 Capital Management, LLC
New York, NY |
BUY
|
- |
22.2KNew |
$309K - $370K
|
22.2K
$374K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
CALL |
1.6KNew |
$22.3K - $26.7K
|
1.6K
$27K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
13KNew |
$182K - $218K
|
13K
$220K
|
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
24KNew |
$334K - $401K
|
24K
$405K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
497+ 5.64% |
$6.92K - $8.3K
|
9.32K
$157K
|
|
|
Feb 14, 2025
Q4 2024
|
Bridgeway Capital Management, LLC
Houston, TX |
BUY
|
- |
553+ 0.69% |
$7.7K - $9.24K
|
80.8K
$1.36M
|
|
|
Feb 14, 2025
Q4 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
10.1KNew |
$140K - $168K
|
10.1K
$170K
|
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-12.2K- 2.82% |
$170K - $204K
|
420K
$7.08M
|
|
|
Feb 13, 2025
Q4 2024
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-89.4K- 31.9% |
$1.24M - $1.49M
|
191K
$3.22M
|
|
|
Feb 13, 2025
Q4 2024
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
9.99K+ 4.02% |
$139K - $167K
|
259K
$4.36M
|
|
|
Feb 13, 2025
Q4 2024
|
De Lisle Partners LLP
Poole, X0 |
BUY
|
- |
4.24K+ 6.18% |
$59K - $70.8K
|
72.9K
$1.23M
|
|
|
Feb 13, 2025
Q4 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
1.97K+ 180.7% |
$27.4K - $32.8K
|
3.05K
$51.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
53+ 20.08% |
$738 - $885
|
317
$5.34K
|
|
|
Feb 13, 2025
Q4 2024
|
Garner Asset Management Corp
|
BUY
|
- |
14.4K+ 11.42% |
$201K - $241K
|
141K
$2.37M
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
326New |
$4.54K - $5.44K
|
326
$5.49K
|
|
|
Feb 13, 2025
Q4 2024
|
Gabelli Funds LLC
Rye, NY |
SELL
|
- |
-13.5K- 13.46% |
$188K - $225K
|
86.8K
$1.46M
|
|
|
Feb 13, 2025
Q4 2024
|
Gabelli & CO Investment Advisers, Inc.
Rye, NY |
BUY
|
- |
11KNew |
$153K - $184K
|
11K
$185K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
42+ 3.06% |
$585 - $701
|
1.41K
$23.8K
|
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-69- 0.34% |
$960 - $1.15K
|
20.4K
$343K
|
|
|
Feb 12, 2025
Q4 2024
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
275+ 0.42% |
$3.83K - $4.59K
|
65.8K
$1.11M
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
7.11KNew |
$99K - $119K
|
7.11K
$120K
|
|
|
Feb 11, 2025
Q4 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
137+ 0.98% |
$1.91K - $2.29K
|
14.1K
$238K
|
|
|
Feb 11, 2025
Q4 2024
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-29.2K- 7.23% |
$407K - $488K
|
375K
$6.32M
|
|
|
Feb 10, 2025
Q4 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
3.02K+ 0.84% |
$42K - $50.4K
|
362K
$6.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Connor, Clark & Lunn Investment Management Ltd.
|
BUY
|
- |
458+ 3.23% |
$6.38K - $7.65K
|
14.6K
$247K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2+ 0.14% |
$27.8 - $33.4
|
1.44K
$24.3K
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
19New |
$264 - $317
|
19
$320
|
|
|
Jan 29, 2025
Q4 2024
|
Peapod Lane Capital LLC
Bedford Hills, NY |
BUY
|
- |
175KNew |
$2.43M - $2.91M
|
175K
$2.94M
|
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
1.73K+ 0.3% |
$24K - $28.8K
|
586K
$9.87M
|
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
1.35K+ 5.39% |
$18.8K - $22.6K
|
26.5K
$446K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
13K+ 87.48% |
$181K - $217K
|
27.9K
$469K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-365- 0.08% |
$4.38K - $5.44K
|
447K
$7.53M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-2.97K- 73.21% |
$35.6K - $44.2K
|
1.09K
$18.3K
|
|
|
Nov 13, 2024
Q3 2024
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-266- 0.26% |
$3.19K - $3.96K
|
104K
$1.75M
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
10.4KNew |
$125K - $155K
|
10.4K
$175K
|
|
|
Nov 08, 2024
Q3 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-53.8K- 22.51% |
$646K - $801K
|
185K
$3.12M
|
|
|
Nov 06, 2024
Q3 2024
|
Acuitas Investments, LLC
|
BUY
|
- |
21.9K+ 16.05% |
$263K - $327K
|
159K
$2.67M
|
|
|
Oct 18, 2024
Q3 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
50New |
$601 - $745
|
50
$843
|
|
| Q2 2024 | |||||||
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-2.09K- 0.96% |
$25K - $27.9K
|
215K
$3.62M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-298- 23.1% |
$3.56K - $3.98K
|
992
$16.7K
|
|
| Q1 2024 | |||||||
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-105- 17.56% |
$1.16K - $1.36K
|
493
$8.31K
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
10.7KNew |
$118K - $138K
|
10.7K
$180K
|
|