Who owns Westwood Holdings?
- Ticker: WHG
- CUSIP Number: 961765104
Tip: Access positions for across all investors
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 | 584k | $8.3M | 2% | Sep 2024 |
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| GAMCO Asset Management | 447k | $5.4M | -2% | Jun 2024 |
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| Renaissance Technologies | 432k | $6.1M | -3% | Sep 2024 |
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| Vanguard Group | 404k | $4.9M | 0% | Jun 2024 |
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| North Star Investment Management | 359k | $5.1M | 1% | Sep 2024 |
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| Dimensional Fund Advisors | 249k | $3.5M | 2% | Sep 2024 |
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| Russell Investments | 242k | $3.0M | 0% | Jun 2024 |
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| BlackRock | 216k | $3.1M | 100% | Sep 2024 |
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| BlackRock | 215k | $2.6M | -1% | Jun 2024 |
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| Luther King Capital Management Corporation | 185k | $2.6M | -23% | Sep 2024 |
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| Acuitas Investments | 159k | $2.3M | 16% | Sep 2024 |
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| Garner Asset Management Corp | 126k | $1.8M | 8% | Sep 2024 |
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| Allred Capital Management | 104k | $1.5M | 0% | Sep 2024 |
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| Gabelli Funds | 100k | $1.4M | -5% | Sep 2024 |
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| Aegis Financial Corporation | 100k | $1.4M | 0% | Sep 2024 |
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| Bridgeway Capital Management | 79k | $963k | 2% | Jun 2024 |
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| Geode Capital Management | 66k | $931k | -7% | Sep 2024 |
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| Bank of America Corporation | 60k | $856k | 6% | Sep 2024 |
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| De Lisle Partners | 30k | $359k | 0% | Jun 2024 |
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| Northern Trust | 29k | $412k | -3% | Sep 2024 |
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| State Street Corporation | 29k | $353k | 0% | Jun 2024 |
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| Marquette Asset Management | 26k | $365k | 0% | Sep 2024 |
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| Levin Capital Strategies | 26k | $362k | 0% | Sep 2024 |
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| Empowered Funds | 25k | $357k | 5% | Sep 2024 |
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| Susquehanna International | 23k | $320k | 100% | Sep 2024 |
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| Arete Wealth Advisors | 20k | $294k | 9% | Sep 2024 |
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| Prosperity Consulting Group | 20k | $279k | -26% | Sep 2024 |
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| Wealth Enhancement Advisory Services | 15k | $181k | 0% | Jun 2024 |
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| Connor, Clark & Lunn Investment Management | 14k | $202k | -6% | Sep 2024 |
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| Sei Investments | 14k | $199k | 100% | Sep 2024 |
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| T. Rowe Price Associates | 13k | $188k | 0% | Sep 2024 |
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| HPM Partners | 10k | $147k | 100% | Sep 2024 |
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| Morgan Stanley | 8.5k | $104k | -14% | Jun 2024 |
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| Royal Bank of Canada | 7.3k | $104k | 0% | Sep 2024 |
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| Advisor Group Holdings | 1.4k | $20k | 105% | Sep 2024 |
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| Wells Fargo & Company | 1.4k | $20k | -9% | Sep 2024 |
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| Barclays | 1.1k | $16k | 100% | Sep 2024 |
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| IFP Advisors | 992.00 | $12k | -23% | Jun 2024 |
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| Jpmorgan Chase & Co | 598.00 | $8.5k | 0% | Sep 2024 |
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| Goss Wealth Management | 568.00 | $6.9k | 100% | Jun 2024 |
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| Qube Research & Technologies | 201.00 | $2.4k | 0% | Jun 2024 |
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| Cullen Frost Bankers | 133.00 | $1.9k | 0% | Sep 2024 |
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| FNY Investment Advisers | 50.00 | $0 | 100% | Sep 2024 |
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Who sold out of Westwood Holdings?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Citadel Advisors | Jun 2024 | 14k | $170k |
| Gabelli Securities | Jun 2024 | 11k | $134k |
| Wallace Capital Management | Jun 2024 | 10k | $124k |