Latest Institutional Purchases of Westwood Holdings Group Inc (WHG)
This list provides information on the latest institutional transactions involving Westwood Holdings Group Inc (WHG) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2025
Q3 2025
|
Settian Capital LP
|
BUY
|
- |
40.5K+ 9.42% |
$623K - $760K
|
471K
$7.65M
|
|
|
Nov 07, 2025
Q3 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
11.2K+ 2.91% |
$172K - $211K
|
397K
$6.46M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
9.64K+ 1763.07% |
$148K - $181K
|
10.2K
$166K
|
|
|
Nov 13, 2025
Q3 2025
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
8.26KNew |
$127K - $155K
|
8.26K
$134K
|
|
|
Oct 20, 2025
Q3 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
5.03K+ 0.85% |
$77.4K - $94.4K
|
594K
$9.65M
|
|
|
Nov 13, 2025
Q3 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
4.37K+ 33.25% |
$67.1K - $81.9K
|
17.5K
$284K
|
|
|
Nov 14, 2025
Q3 2025
|
Bridgeway Capital Management, LLC
Houston, TX |
BUY
|
- |
3.8K+ 4.39% |
$58.4K - $71.3K
|
90.4K
$1.47M
|
|
|
Nov 13, 2025
Q3 2025
|
Empowered Funds, LLC
|
BUY
|
- |
3.8K+ 12.2% |
$58.4K - $71.3K
|
35K
$568K
|
|
|
Nov 14, 2025
Q3 2025
|
State Street Corp
Boston, MA |
BUY
|
- |
2.22K+ 2.81% |
$34.2K - $41.7K
|
81.3K
$1.32M
|
|
|
Nov 13, 2025
Q3 2025
|
Connor, Clark & Lunn Investment Management Ltd.
|
BUY
|
- |
2.2K+ 19.33% |
$33.9K - $41.3K
|
13.6K
$221K
|
|
|
Nov 10, 2025
Q3 2025
|
Garner Asset Management Corp
|
BUY
|
- |
2.03K+ 1.52% |
$31.2K - $38K
|
135K
$2.2M
|
|
|
Nov 12, 2025
Q3 2025
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
BUY
|
- |
1.9KNew |
$29.2K - $35.7K
|
1.9K
$30.9K
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.13K+ 18.63% |
$17.3K - $21.1K
|
7.17K
$117K
|
|
|
Nov 12, 2025
Q3 2025
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
1.07K+ 0.66% |
$16.4K - $20K
|
162K
$2.64M
|
|
|
Nov 10, 2025
Q3 2025
|
Peapod Lane Capital LLC
Bedford Hills, NY |
BUY
|
- |
970+ 1.11% |
$14.9K - $18.2K
|
88K
$1.43M
|
|
|
Nov 14, 2025
Q3 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
659+ 8237.5% |
$10.1K - $12.4K
|
667
$10.8K
|
|
|
Nov 12, 2025
Q3 2025
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
313+ 155.72% |
$4.81K - $5.87K
|
514
$8.35K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
138New |
$2.12K - $2.59K
|
138
$2.24K
|
|
|
Oct 02, 2025
Q3 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
42New |
$646 - $788
|
42
$683
|
|
|
Oct 22, 2025
Q3 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
17+ 0.0% |
$261 - $319
|
367K
$5.97M
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
15+ 0.14% |
$231 - $281
|
10.4K
$169K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
13New |
$200 - $244
|
13
$211
|
|
|
Nov 14, 2025
Q3 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
3New |
$46.1 - $56.3
|
3
$48.8
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2+ 0.3% |
$30.7 - $37.5
|
670
$10.9K
|
|
|
Nov 14, 2025
Q3 2025
|
California State Teachers Retirement System
West Sacramento, CA |
BUY
|
- |
1+ 0.22% |
$15.4 - $18.8
|
466
$7.57K
|
|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1New |
$15.4 - $18.8
|
1
$16.3
|
|
|
Oct 21, 2025
Q3 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
1New |
$15.4 - $18.8
|
1
$16.3
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2025 | |||||||
|
Aug 12, 2025
Q2 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
18.3KNew |
$268K - $323K
|
18.3K
$298K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
5.43KNew |
$79.4K - $95.6K
|
5.43K
$88.2K
|
|
|
Aug 14, 2025
Q2 2025
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
3.42K+ 25.92% |
$50.1K - $60.3K
|
16.6K
$270K
|
|
|
Aug 12, 2025
Q2 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
761New |
$11.1K - $13.4K
|
761
$12.4K
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
676+ 9.17% |
$9.89K - $11.9K
|
8.05K
$131K
|
|
|
Aug 12, 2025
Q2 2025
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
675New |
$9.88K - $11.9K
|
675
$11K
|
|
|
Aug 04, 2025
Q2 2025
|
Amalgamated Bank
New York, NY |
BUY
|
- |
254New |
$3.72K - $4.48K
|
254
$4.13K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| 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 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
22.6KNew |
$321K - $386K
|
22.6K
$367K
|
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
15.8KNew |
$224K - $270K
|
15.8K
$257K
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
13.1KNew |
$187K - $225K
|
13.1K
$214K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
51New |
$725 - $872
|
51
$829
|
|
|
Apr 17, 2025
Q1 2025
|
Fny Investment Advisers, LLC
|
BUY
|
- |
50New |
$711 - $855
|
50
$813
|
|
|
May 12, 2025
Q1 2025
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
10+ 0.01% |
$142 - $171
|
185K
$3.01M
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
1+ 5.26% |
$14.2 - $17.1
|
20
$325
|
|
| Q4 2024 | |||||||
|
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
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
13KNew |
$182K - $218K
|
13K
$212K
|
|
|
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
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
CALL |
1.6KNew |
$22.3K - $26.7K
|
1.6K
$26K
|
|
| Q3 2024 | |||||||
|
Nov 06, 2024
Q3 2024
|
Acuitas Investments, LLC
|
BUY
|
- |
21.9K+ 16.05% |
$263K - $327K
|
159K
$2.58M
|
|