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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2025
Q2 2025
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-9.18K- 2.03% |
$134K - $162K
|
444K
$7.22M
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
761New |
$11.1K - $13.4K
|
761
$12.4K
|
|
|
Aug 12, 2025
Q2 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
18.3KNew |
$268K - $323K
|
18.3K
$298K
|
|
|
Aug 12, 2025
Q2 2025
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
675New |
$9.88K - $11.9K
|
675
$11K
|
|
|
Aug 11, 2025
Q2 2025
|
Aegis Financial Corp
Mc Lean, VA |
SELL
|
- |
-76- 0.08% |
$1.11K - $1.34K
|
99.9K
$1.62M
|
|
|
Aug 04, 2025
Q2 2025
|
Amalgamated Bank
New York, NY |
BUY
|
- |
254New |
$3.72K - $4.48K
|
254
$4.13K
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
66.7K+ 661.65% |
$949K - $1.14M
|
76.8K
$1.25M
|
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
15.8KNew |
$224K - $270K
|
15.8K
$257K
|
|
|
May 15, 2025
Q1 2025
|
Deprince Race & Zollo Inc
Winter Park, FL |
SELL
|
- |
-50.5K- 15.4% |
$718K - $863K
|
277K
$4.51M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
51New |
$725 - $872
|
51
$829
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
22.6KNew |
$321K - $386K
|
22.6K
$367K
|
|
|
May 12, 2025
Q1 2025
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
10+ 0.01% |
$142 - $171
|
185K
$3.01M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
13.1KNew |
$187K - $225K
|
13.1K
$214K
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
1+ 5.26% |
$14.2 - $17.1
|
20
$325
|
|
|
Apr 17, 2025
Q1 2025
|
Fny Investment Advisers, LLC
|
BUY
|
- |
50New |
$711 - $855
|
50
$813
|
|
| Q4 2024 | |||||||
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-13.8K- 49.5% |
$192K - $230K
|
14.1K
$229K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
CALL |
1.6KNew |
$22.3K - $26.7K
|
1.6K
$26K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
13KNew |
$182K - $218K
|
13K
$212K
|
|
|
Feb 14, 2025
Q4 2024
|
683 Capital Management, LLC
New York, NY |
BUY
|
- |
22.2KNew |
$309K - $370K
|
22.2K
$360K
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
8.58K+ 78.92% |
$119K - $143K
|
19.4K
$316K
|
|
|
Feb 13, 2025
Q4 2024
|
De Lisle Partners LLP
Poole, X0 |
BUY
|
- |
4.24K+ 6.18% |
$59K - $70.8K
|
72.9K
$1.18M
|
|
| Q3 2024 | |||||||
|
Nov 13, 2024
Q3 2024
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-266- 0.26% |
$3.19K - $3.96K
|
104K
$1.69M
|
|
|
Nov 06, 2024
Q3 2024
|
Acuitas Investments, LLC
|
BUY
|
- |
21.9K+ 16.05% |
$263K - $327K
|
159K
$2.58M
|
|
| Q2 2024 | |||||||
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-2.09K- 0.96% |
$25K - $27.9K
|
215K
$3.49M
|
|
| Q1 2024 | |||||||
|
May 10, 2024
Q1 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
133New |
$1.47K - $1.72K
|
133
$2.16K
|
|
|
Apr 30, 2024
Q1 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
11.3KNew |
$125K - $146K
|
11.3K
$183K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
14.5KNew |
$130K - $182K
|
14.5K
$236K
|
|
|
Feb 09, 2024
Q4 2023
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
13.2KNew |
$118K - $166K
|
13.2K
$215K
|
|
|
Feb 02, 2024
Q4 2023
|
Marquette Asset Management, LLC
|
SELL
|
- |
-117- 0.45% |
$1.05K - $1.47K
|
25.7K
$418K
|
|
|
Jan 17, 2024
Q4 2023
|
Assenagon Asset Management S.A.
|
BUY
|
- |
10.1KNew |
$90.6K - $127K
|
10.1K
$164K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Jcp Investment Management, LLC
|
SELL
|
- |
-4.12K- 0.55% |
$39.5K - $51K
|
745K
$12.1M
|
|
|
Nov 14, 2023
Q3 2023
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
SELL
|
- |
-200- 1.87% |
$1.92K - $2.48K
|
10.5K
$171K
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
PUT |
-11.2K- 25.0% |
$107K - $139K
|
33.6K
$546K
|
|
|
Nov 14, 2023
Q3 2023
|
Repertoire Partners LP
New York, NY |
BUY
|
- |
83.8KNew |
$804K - $1.04M
|
83.8K
$1.36M
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
CALL |
25KNew |
$254K - $348K
|
25K
$406K
|
|
|
Jul 31, 2023
Q2 2023
|
Levin Capital Strategies, L.P.
New York, NY |
BUY
|
- |
9.63K+ 60.64% |
$97.9K - $134K
|
25.5K
$415K
|
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
17.6KNew |
$179K - $244K
|
17.6K
$285K
|
|
|
Jul 20, 2023
Q2 2023
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
1+ 0.95% |
$10.2 - $13.9
|
106
$1.72K
|
|
| Q1 2023 | |||||||
|
May 10, 2023
Q1 2023
|
Prescott Group Capital Management, L.L.C.
Tulsa, OK |
BUY
|
- |
470+ 0.98% |
$4.64K - $6.45K
|
48.6K
$790K
|
|
| Q4 2022 | |||||||
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-29- 8.53% |
$283 - $349
|
311
$5.05K
|
|
|
Feb 13, 2023
Q4 2022
|
Callodine Capital Management, LP
Boston, MA |
BUY
|
- |
10.1KNew |
$98.5K - $121K
|
10.1K
$164K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
SELL
|
- |
-11.7KClosed |
$112K - $176K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
441+ 1.76% |
$4.25K - $6.65K
|
25.4K
$414K
|
|
| Q2 2022 | |||||||
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2.8K+ 2187.5% |
$38.6K - $46.5K
|
2.93K
$47.6K
|
|
|
Aug 15, 2022
Q2 2022
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
SELL
|
- |
-11.3KClosed |
$156K - $188K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-16.1KClosed |
$222K - $267K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
SELL
|
- |
-6.1K- 24.19% |
$84.2K - $101K
|
19.1K
$311K
|
|
|
Aug 08, 2022
Q2 2022
|
Employees Retirement System Of Texas
|
BUY
|
- |
32K+ 39.02% |
$442K - $532K
|
114K
$1.85M
|
|
|
Jul 28, 2022
Q2 2022
|
Hodges Capital Management Inc.
|
SELL
|
- |
-3K- 5.54% |
$41.4K - $49.9K
|
51.2K
$832K
|
|