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Westwood Holdings shares owned by Morgan Stanley

Quarter-by-quarter ownership of Westwood Holdings (WHG) shares owned by Morgan Stanley from 13F filings

Historical chart of Morgan Stanley investment in Westwood Holdings

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All positions including Westwood Holdings held by Morgan Stanley consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Westwood Holdings by Morgan Stanley

Quarter filed Position value Share count Share price at filing
2024-06-30 $104k 8.5k 12.18
2024-03-31 $122k 9.9k 12.32
2023-12-31 $58k 4.6k 12.57
2023-09-30 $31k 3.1k 10.15
2023-06-30 $37k 3.0k 12.40
2022-12-31 $47k 4.2k 11.13
2022-06-30 $221k 16k 13.70
2022-03-31 $0 3.6k 0.00
2021-06-30 $356k 18k 19.51
2020-12-31 $386k 27k 14.58
2020-09-30 $129k 12k 10.90
2020-06-30 $71k 4.5k 15.94
2020-03-31 $181k 10k 17.60
2019-12-31 $839k 28k 29.58
2019-09-30 $585k 21k 27.74
2019-03-31 $805k 23k 35.35
2018-12-31 $1.2M 35k 33.97
2018-09-30 $1.3M 25k 51.71
2018-06-30 $2.0M 34k 59.53
2018-03-31 $1.9M 33k 56.49
2017-12-31 $1.5M 23k 66.24
2017-03-31 $789k 15k 53.40
2016-12-31 $1.6M 27k 59.99
2016-09-30 $104k 2.0k 52.81
2016-06-30 $114k 2.2k 51.62
2016-03-31 $161k 2.7k 58.64
2015-12-31 $999k 19k 52.20
2015-09-30 $321k 5.9k 54.45
2015-06-30 $150k 2.5k 59.43
2014-12-31 $2.0M 33k 61.74
2014-09-30 $861k 15k 56.56
2014-06-30 $608k 10k 60.07
2014-03-31 $295k 4.7k 62.64
2013-12-31 $382k 6.2k 62.05