Purchases and Sales Made in Q3 2025 in Westwood Holdings Group Inc (WHG)
This table provides information about the institutional ownership of Westwood Holdings Group Inc (WHG) during Q3 2025. The information is specifically focused on institutions that hold shares of WESTWOOD HOLDINGS GROUP INC.
| 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 13, 2025
Q3 2025
|
Empowered Funds, LLC
|
BUY
|
- |
3.8K+ 12.2% |
$58.4K - $71.3K
|
35K
$568K
|
|
|
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 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
|
|
|
Oct 21, 2025
Q3 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
1New |
$15.4 - $18.8
|
1
$16.3
|
|
|
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
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 12, 2025
Q3 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-55- 0.27% |
$845 - $1.03K
|
20.2K
$329K
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-107- 33.44% |
$1.64K - $2.01K
|
213
$3.46K
|
|
|
Nov 14, 2025
Q3 2025
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-277- 1.65% |
$4.26K - $5.2K
|
16.5K
$268K
|
|
|
Nov 12, 2025
Q3 2025
|
Gabelli & CO Investment Advisers, Inc.
Rye, NY |
SELL
|
- |
-500- 4.55% |
$7.69K - $9.38K
|
10.5K
$171K
|
|
|
Nov 14, 2025
Q3 2025
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
SELL
|
- |
-539- 13.24% |
$8.28K - $10.1K
|
3.53K
$57.4K
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
SELL
|
- |
-1.29K- 20.01% |
$19.9K - $24.3K
|
5.17K
$84K
|
|
|
Nov 12, 2025
Q3 2025
|
Gabelli Funds LLC
Rye, NY |
SELL
|
- |
-2K- 2.53% |
$30.7K - $37.5K
|
77.2K
$1.25M
|
|
|
Nov 06, 2025
Q3 2025
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-2.06K- 21.78% |
$31.6K - $38.6K
|
7.38K
$120K
|
|
|
Nov 10, 2025
Q3 2025
|
Citigroup Inc
|
SELL
|
- |
-2.41K- 96.52% |
$37.1K - $45.2K
|
87
$1.41K
|
|
|
Nov 03, 2025
Q3 2025
|
New York State Common Retirement Fund
|
SELL
|
- |
-2.7K- 42.86% |
$41.5K - $50.7K
|
3.6K
$58.5K
|
|
|
Nov 12, 2025
Q3 2025
|
Barclays PLC
London, X0 |
SELL
|
- |
-3.59K- 24.25% |
$55.1K - $67.3K
|
11.2K
$182K
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-4.62K- 7.38% |
$71.1K - $86.7K
|
58K
$943K
|
|
|
Nov 12, 2025
Q3 2025
|
Dimensional Fund Advisors LP
Austin, TX |
SELL
|
- |
-5.19K- 1.87% |
$79.8K - $97.4K
|
273K
$4.44M
|
|
|
Nov 14, 2025
Q3 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-5.86K- 7.66% |
$90.1K - $110K
|
70.7K
$1.15M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-6.66K- 27.4% |
$102K - $125K
|
17.7K
$287K
|
|
|
Nov 14, 2025
Q3 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-7.47K- 92.88% |
$115K - $140K
|
573
$9.31K
|
|
|
Nov 13, 2025
Q3 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-13K- 3.24% |
$200K - $244K
|
389K
$6.32M
|
|
|
Nov 13, 2025
Q3 2025
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-47.4K- 98.28% |
$728K - $889K
|
829
$13.5K
|
|