Who owns Westwood Holdings?
- Ticker: WHG
- CUSIP Number: 961765104
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Analyze quarterly positions in Westwood Holdings with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Westwood Holdings stock
Who bought or sold Westwood Holdings this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Allspring Global Investments Holdings | 573k | $7.1M | 0% | Mar 2024 |
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| Vanguard Group | 404k | $5.1M | 0% | Dec 2023 |
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| North Star Investment Management | 350k | $4.4M | 12% | Dec 2023 |
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| Luther King Capital Management Corporation | 244k | $3.1M | 0% | Dec 2023 |
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| Dimensional Fund Advisors | 234k | $2.9M | 6% | Dec 2023 |
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| Russell Investments | 208k | $2.6M | 20% | Dec 2023 |
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| Acuitas Investments | 121k | $1.5M | 0% | Dec 2023 |
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| Allred Capital Management | 104k | $1.3M | 0% | Mar 2024 |
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| Aegis Financial Corporation | 100k | $1.3M | 0% | Dec 2023 |
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| Garner Asset Management Corp | 60k | $714k | 352% | Dec 2023 |
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| Bank of America Corporation | 52k | $651k | -4% | Dec 2023 |
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| Citadel Advisors | 29k | $369k | 168% | Dec 2023 |
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| Marquette Asset Management | 26k | $324k | 0% | Dec 2023 |
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| Levin Capital Strategies | 26k | $321k | 0% | Dec 2023 |
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| HPM Partners | 21k | $258k | 100% | Dec 2023 |
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| Arete Wealth Advisors | 17k | $213k | 17% | Dec 2023 |
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| Wealth Enhancement Advisory Services | 15k | $183k | 100% | Mar 2024 |
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| Squarepoint Ops | 15k | $182k | 100% | Dec 2023 |
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| Hillsdale Investment Management | 13k | $166k | 100% | Dec 2023 |
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| T. Rowe Price Associates | 13k | $166k | 100% | Dec 2023 |
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| Connor, Clark & Lunn Investment Management | 11k | $141k | 100% | Dec 2023 |
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| Two Sigma Advisers | 11k | $132k | 0% | Dec 2023 |
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| Wallace Capital Management | 10k | $128k | 0% | Dec 2023 |
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| Royal Bank of Canada | 7.3k | $91k | 1720% | Dec 2023 |
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| Wells Fargo & Company | 1.3k | $17k | -4% | Dec 2023 |
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| UBS Group | 1.2k | $15k | -40% | Dec 2023 |
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| Barclays | 1.1k | $14k | 100% | Dec 2023 |
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| Advisor Group Holdings | 700.00 | $8.8k | -50% | Dec 2023 |
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| Jpmorgan Chase & Co | 630.00 | $7.9k | 2639% | Dec 2023 |
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| IFP Advisors | 422.00 | $5.3k | 100% | Dec 2023 |
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Who sold out of Westwood Holdings?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| JCP Investment Management | Sep 2023 | 745k | $7.6M |
| Repertoire Partners | Sep 2023 | 84k | $851k |
| Prescott Group Capital Management | Sep 2023 | 49k | $493k |
| Bank of New York Mellon | Dec 2023 | 12k | $145k |
| Assenagon Asset Management | Dec 2023 | 10k | $127k |