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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| DePrince Race & Zollo | 446k | $5.5M | 7% | Mar 2024 |
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| Vanguard Group | 404k | $5.0M | 0% | Mar 2024 |
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| North Star Investment Management | 354k | $4.4M | 1% | Mar 2024 |
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| Luther King Capital Management Corporation | 244k | $3.1M | 0% | Dec 2023 |
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| Russell Investments | 242k | $3.0M | 17% | Mar 2024 |
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| Dimensional Fund Advisors | 238k | $2.9M | 2% | Mar 2024 |
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| BlackRock | 217k | $2.7M | 18% | Mar 2024 |
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| Acuitas Investments | 136k | $1.7M | 13% | Mar 2024 |
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| Allred Capital Management | 104k | $1.3M | 0% | Mar 2024 |
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| Aegis Financial Corporation | 100k | $1.2M | 0% | Mar 2024 |
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| Bridgeway Capital Management | 77k | $954k | 4% | Mar 2024 |
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| Geode Capital Management | 74k | $917k | 10% | Mar 2024 |
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| Garner Asset Management Corp | 63k | $777k | 4% | Mar 2024 |
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| Bank of America Corporation | 57k | $706k | 11% | Mar 2024 |
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| Prosperity Consulting Group | 44k | $537k | 100% | Mar 2024 |
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| Northern Trust | 30k | $369k | 42% | Mar 2024 |
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| De Lisle Partners | 30k | $368k | 100% | Mar 2024 |
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| Marquette Asset Management | 26k | $317k | 0% | Mar 2024 |
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| Levin Capital Strategies | 26k | $314k | 0% | Mar 2024 |
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| Empowered Funds | 22k | $275k | 17% | Mar 2024 |
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| Arete Wealth Advisors | 19k | $231k | 11% | Mar 2024 |
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| Citadel Advisors | 15k | $185k | -49% | Mar 2024 |
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| Wealth Enhancement Advisory Services | 15k | $183k | 100% | Mar 2024 |
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| Connor, Clark & Lunn Investment Management | 14k | $171k | 24% | Mar 2024 |
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| T. Rowe Price Associates | 13k | $163k | 0% | Mar 2024 |
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| SpiderRock Advisors | 11k | $144k | 100% | Mar 2024 |
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| Jane Street | 11k | $132k | 100% | Mar 2024 |
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| Wallace Capital Management | 10k | $125k | 0% | Mar 2024 |
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| Morgan Stanley | 9.9k | $122k | 222% | Mar 2024 |
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| Royal Bank of Canada | 7.3k | $90k | 0% | Mar 2024 |
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| UBS Group | 2.0k | $25k | 71% | Mar 2024 |
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| Wells Fargo & Company | 1.5k | $19k | 15% | Mar 2024 |
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| Advisor Group Holdings | 700.00 | $8.6k | 0% | Mar 2024 |
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| Jpmorgan Chase & Co | 493.00 | $6.1k | -22% | Mar 2024 |
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| IFP Advisors | 422.00 | $5.3k | 100% | Dec 2023 |
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| Qube Research & Technologies | 201.00 | $2.5k | 0% | Mar 2024 |
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| Cullen Frost Bankers | 133.00 | $1.6k | 100% | Mar 2024 |
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| FMR | 33.00 | $403.999200 | 0% | Mar 2024 |
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| Tower Research Capital | 6.00 | $73.999800 | -99% | Mar 2024 |
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Who sold out of Westwood Holdings?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Susquehanna International | Sep 2023 | 34k | $341k |
| HPM Partners | Dec 2023 | 21k | $258k |
| Squarepoint Ops | Dec 2023 | 15k | $182k |
| Hillsdale Investment Management | Dec 2023 | 13k | $166k |
| Bank of New York Mellon | Dec 2023 | 12k | $145k |
| Two Sigma Advisers | Dec 2023 | 11k | $132k |
| Assenagon Asset Management | Dec 2023 | 10k | $127k |
| Barclays | Dec 2023 | 1.1k | $14k |