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WHG Insider Trading

Insider Ownership Percentage: 10.10%
Insider Buying (Last 12 Months): $0.00
Insider Selling (Last 12 Months): $0.00

Westwood Holdings Group Insider Trading History Chart

This chart shows the insider buying and selling history at Westwood Holdings Group by year and by quarter.

Skip ChartChart Data in Insider Trading History Table

Westwood Holdings Group Share Price & Price History

Current Price: $15.30
Price Change: ▲ Price Increase of +0.05 (0.33%)
As of 12/20/2024 05:34 PM ET

This chart shows the closing price history over time for WHG up to the past year.

Skip Chart and Table DataPrice Data in Insider Trading History Table
Days: 30 | 90 | 365
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Westwood Holdings Group Insider Trading History

Transaction DateInsider NameTitleBuy/SellNumber of SharesAverage Share PriceTotal TransactionShares Held After TransactionDetails
9/11/2023John Porter MontgomeryCOOSell827$9.90$8,187.3075,816View SEC Filing Icon  
9/6/2023John Porter MontgomeryCOOSell840$9.90$8,316.0076,143View SEC Filing Icon  
8/9/2023Leah BennettInsiderSell850$10.97$9,324.5037,962View SEC Filing Icon  
3/14/2023Leah BennettInsiderSell2,000$12.90$25,800.0038,812View SEC Filing Icon  
3/6/2023Matthew LockridgeInsiderSell3,000$13.91$41,730.0079,404View SEC Filing Icon  
2/22/2023Matthew LockridgeInsiderSell6,713$11.70$78,542.1052,828View SEC Filing Icon  
6/9/2022Jcp Investment Management, LlcInsiderSell24,000$15.69$376,560.0016,795View SEC Filing Icon  
6/1/2022Leah BennettInsiderSell3,000$14.95$44,850.0027,348View SEC Filing Icon  
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SEC Filings (Institutional Ownership Changes) for Westwood Holdings Group (NYSE:WHG)

56.64% of Westwood Holdings Group stock is owned by institutions. Institutional ownership can be a sign of analyst confidence in the fundamentals of the stock.

Institutional Buying and Selling by Quarter

This chart shows the instiutional buying and selling at WHG by year and by quarter.

Skip Institutional Buying and Selling Chart and Table DataRead Chart Data in Institutional Trading History Table

Westwood Holdings Group Institutional Trading History

Reporting DateHedge FundShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/18/2024Arete Wealth Advisors LLC20,427$0.29M0.0%+11.9%0.220%Search for SEC Filing on Google Icon
11/16/2024Geode Capital Management LLC65,555$0.93M0.0%-7.3%0.707%Search for SEC Filing on Google Icon
11/14/2024De Lisle Partners LLP68,680$0.97M0.2%+131.4%0.741%Search for SEC Filing on Google Icon
11/12/2024Garner Asset Management Corp126,326$1.79M0.8%+8.0%1.362%Search for SEC Filing on Google Icon
11/8/2024King Luther Capital Management Corp184,990$2.63M0.0%-22.5%1.996%Search for SEC Filing on Google Icon
11/8/2024Connor Clark & Lunn Investment Management Ltd.14,191$0.20M0.0%-5.8%0.153%Search for SEC Filing on Google Icon
11/6/2024Empowered Funds LLC25,107$0.36M0.0%+5.0%0.271%Search for SEC Filing on Google Icon
10/30/2024North Star Investment Management Corp.358,978$5.10M0.4%+1.4%3.866%Search for SEC Filing on Google Icon
10/19/2024Allspring Global Investments Holdings LLC584,118$8.29M0.0%+2.2%6.272%Search for SEC Filing on Google Icon
8/15/2024Deprince Race & Zollo Inc.459,320$5.60M0.1%+2.9%4.932%Search for SEC Filing on Google Icon
8/12/2024Garner Asset Management Corp116,937$1.42M0.7%+85.4%1.256%Search for SEC Filing on Google Icon
8/9/2024Renaissance Technologies LLC443,951$5.41M0.0%-2.1%4.779%Search for SEC Filing on Google Icon
8/9/2024Dimensional Fund Advisors LP243,897$2.97M0.0%+2.4%2.625%Search for SEC Filing on Google Icon
8/8/2024Prosperity Consulting Group LLC26,608$0.32M0.0%-38.9%0.286%Search for SEC Filing on Google Icon
7/26/2024Allspring Global Investments Holdings LLC571,438$6.96M0.0%-0.2%6.138%Search for SEC Filing on Google Icon
5/17/2024Garner Asset Management Corp63,067$0.78M0.4%+4.4%0.677%Search for SEC Filing on Google Icon
5/15/2024Gabelli Funds LLC104,673$1.29M0.0%+5.2%1.124%Search for SEC Filing on Google Icon
5/15/2024Gamco Investors INC. ET AL458,000$5.64M0.1%+2.1%4.919%Search for SEC Filing on Google Icon
5/8/2024Russell Investments Group Ltd.242,324$2.99M0.0%+16.7%2.603%Search for SEC Filing on Google Icon
5/7/2024Empowered Funds LLC22,281$0.28M0.0%+7.6%0.239%Search for SEC Filing on Google Icon
5/1/2024Prosperity Consulting Group LLC43,579$0.54M0.1%N/A0.467%Search for SEC Filing on Google Icon
4/30/2024North Star Investment Management Corp.353,837$4.36M0.3%+1.0%3.792%Search for SEC Filing on Google Icon
4/30/2024SpiderRock Advisors LLC11,292$0.14M0.0%N/A0.121%Search for SEC Filing on Google Icon
2/14/2024Garner Asset Management Corp60,395$0.71M0.3%+352.5%0.660%Search for SEC Filing on Google Icon
2/13/2024Gabelli Funds LLC99,546$1.25M0.0%+2.1%1.088%Search for SEC Filing on Google Icon
2/9/2024Hillsdale Investment Management Inc.13,200$0.17M0.0%N/A0.144%Search for SEC Filing on Google Icon
2/5/2024Russell Investments Group Ltd.207,627$2.61M0.0%+19.8%2.269%Search for SEC Filing on Google Icon
1/26/2024Cerity Partners LLC20,520$0.26M0.0%N/A0.224%Search for SEC Filing on Google Icon
1/17/2024Assenagon Asset Management S.A.10,105$0.13M0.0%N/A0.110%Search for SEC Filing on Google Icon
1/10/2024North Star Investment Management Corp.350,317$4.40M0.3%+12.0%3.829%Search for SEC Filing on Google Icon
11/14/2023Repertoire Partners LP83,829$0.85M1.3%N/A0.917%Search for SEC Filing on Google Icon
11/8/2023Gabelli Funds LLC97,496$0.99M0.0%+19.3%1.066%Search for SEC Filing on Google Icon
11/8/2023Gamco Investors INC. ET AL451,000$4.58M0.1%-0.2%4.929%Search for SEC Filing on Google Icon
10/30/2023Arete Wealth Advisors LLC14,448$0.15M0.0%N/A0.157%Search for SEC Filing on Google Icon
10/27/2023Allspring Global Investments Holdings LLC572,456$5.81M0.0%-0.8%6.236%Search for SEC Filing on Google Icon
8/10/2023GABELLI & Co INVESTMENT ADVISERS INC.11,500$0.14M0.0%N/A0.125%Search for SEC Filing on Google Icon
8/10/2023Russell Investments Group Ltd.172,418$2.14M0.0%+1.4%1.878%Search for SEC Filing on Google Icon
8/2/2023North Star Investment Management Corp.295,697$3.67M0.3%+6.2%3.235%Search for SEC Filing on Google Icon
7/31/2023Levin Capital Strategies L.P.25,508$0.32M0.0%+60.6%0.279%Search for SEC Filing on Google Icon
7/27/2023EA Series Trust17,556$0.22M0.0%N/A0.192%Search for SEC Filing on Google Icon
7/24/2023Allspring Global Investments Holdings LLC576,862$7.15M0.0%-0.3%6.309%Search for SEC Filing on Google Icon
7/18/2023Allspring Global Investments Holdings LLC576,862$7.15M0.0%-0.3%6.311%Search for SEC Filing on Google Icon
5/9/2023Russell Investments Group Ltd.170,106$1.91M0.0%-2.5%1.861%Search for SEC Filing on Google Icon
4/27/2023North Star Investment Management Corp.278,493$3.12M0.3%+23.6%3.011%Search for SEC Filing on Google Icon
4/24/2023Levin Capital Strategies L.P.15,879$0.18M0.0%N/A0.172%Search for SEC Filing on Google Icon
4/18/2023Assenagon Asset Management S.A.13,512$0.15M0.0%N/A0.146%Search for SEC Filing on Google Icon
2/10/2023Prescott Group Capital Management L.L.C.48,128$0.54M0.1%N/A0.572%Search for SEC Filing on Google Icon
2/10/2023Aegis Financial Corp99,771$1.11M1.0%N/A1.186%Search for SEC Filing on Google Icon
2/8/2023Russell Investments Group Ltd.174,532$1.94M0.0%-36.5%2.075%Search for SEC Filing on Google Icon
1/11/2023North Star Investment Management Corp.225,400$2.51M0.2%+23.7%2.679%Search for SEC Filing on Google Icon
11/14/2022Gabelli Funds LLC73,587$0.71M0.0%+2.4%0.875%Search for SEC Filing on Google Icon
11/14/2022Renaissance Technologies LLC475,316$4.58M0.0%-6.8%5.650%Search for SEC Filing on Google Icon
11/10/2022Gabelli Funds LLC73,587$0.71M0.0%+2.4%0.875%Search for SEC Filing on Google Icon
11/4/2022Russell Investments Group Ltd.275,037$2.65M0.0%-28.6%3.270%Search for SEC Filing on Google Icon
11/2/2022North Star Investment Management Corp.182,180$1.75M0.2%+22.8%2.166%Search for SEC Filing on Google Icon
10/26/2022Allspring Global Investments Holdings LLC579,199$5.58M0.0%-0.8%6.846%Search for SEC Filing on Google Icon
8/13/2022Gamco Investors INC. ET AL457,458$6.31M0.1%+1.0%5.407%Search for SEC Filing on Google Icon
8/12/2022Grantham Mayo Van Otterloo & Co. LLC19,114$0.26M0.0%-24.2%0.226%Search for SEC Filing on Google Icon
8/11/2022King Luther Capital Management Corp243,740$3.36M0.0%-3.6%2.881%Search for SEC Filing on Google Icon
8/8/2022JCP Investment Management LLC812,203$11.21M7.9%-5.6%9.601%Search for SEC Filing on Google Icon
8/8/2022Employees Retirement System of Texas114,000$1.57M0.0%+39.0%1.348%Search for SEC Filing on Google Icon
7/29/2022Russell Investments Group Ltd.385,278$5.32M0.0%+36.3%4.491%Search for SEC Filing on Google Icon
7/28/2022Hodges Capital Management Inc.51,200$0.71M0.1%-5.5%0.597%Search for SEC Filing on Google Icon
7/27/2022Assenagon Asset Management S.A.17,857$0.25M0.0%N/A0.208%Search for SEC Filing on Google Icon
7/25/2022Allspring Global Investments Holdings LLC583,908$8.06M0.0%-0.4%6.807%Search for SEC Filing on Google Icon
7/19/2022North Star Investment Management Corp.148,375$2.05M0.2%+74.6%1.729%Search for SEC Filing on Google Icon
5/12/2022Hodges Capital Management Inc.54,200$0.83M0.1%-3.6%0.632%Search for SEC Filing on Google Icon
5/5/2022Russell Investments Group Ltd.282,718$4.33M0.0%+56.1%3.296%Search for SEC Filing on Google Icon
5/3/2022North Star Investment Management Corp.84,975$1.30M0.1%+14.9%0.990%Search for SEC Filing on Google Icon
2/11/2022Gamco Investors INC. ET AL453,959$7.69M0.1%-0.9%5.466%Search for SEC Filing on Google Icon
2/11/2022Renaissance Technologies LLC531,209$9M0.0%-2.4%6.396%Search for SEC Filing on Google Icon
2/9/2022Dimensional Fund Advisors LP263,131$4.46M0.0%-4.8%3.168%Search for SEC Filing on Google Icon
2/7/2022Hodges Capital Management Inc.56,200$0.95M0.1%-1.7%0.677%Search for SEC Filing on Google Icon
2/7/2022JCP Investment Management LLC860,416$14.58M10.7%N/A10.360%Search for SEC Filing on Google Icon
2/7/2022Hillsdale Investment Management Inc.4,500$76K0.0%N/A0.054%Search for SEC Filing on Google Icon
1/28/2022Allspring Global Investments Holdings LLC586,389$9.93M0.0%N/A7.061%Search for SEC Filing on Google Icon
1/21/2022Russell Investments Group Ltd.181,123$3.07M0.0%+56.6%2.181%Search for SEC Filing on Google Icon
11/17/2021Centiva Capital LP10,000$0.19M0.0%N/A0.120%Search for SEC Filing on Google Icon
11/17/2021Deprince Race & Zollo Inc.354,815$6.74M0.2%+8.9%4.272%Search for SEC Filing on Google Icon
11/16/2021Two Sigma Advisers LP24,700$0.47M0.0%+26.7%0.297%Search for SEC Filing on Google Icon
11/16/2021Centiva Capital LP10,000$0.19M0.0%N/A0.120%Search for SEC Filing on Google Icon
11/15/2021Ancora Advisors LLC190,153$3.61M0.1%+36.8%2.290%Search for SEC Filing on Google Icon
11/15/2021Dimensional Fund Advisors LP276,386$5.25M0.0%-0.5%3.328%Search for SEC Filing on Google Icon
11/12/2021Renaissance Technologies LLC544,216$10.34M0.0%-8.9%6.553%Search for SEC Filing on Google Icon
11/12/2021Gamco Investors INC. ET AL457,909$8.70M0.1%-5.3%5.514%Search for SEC Filing on Google Icon
11/12/2021Gabelli Funds LLC69,957$1.33M0.0%-6.8%0.842%Search for SEC Filing on Google Icon
11/12/2021Geode Capital Management LLC66,177$1.26M0.0%+3.0%0.797%Search for SEC Filing on Google Icon
11/10/2021King Luther Capital Management Corp252,877$4.81M0.0%+6.4%3.045%Search for SEC Filing on Google Icon
11/9/2021BlackRock Inc.186,258$3.54M0.0%-9.8%2.243%Search for SEC Filing on Google Icon
11/8/2021Russell Investments Group Ltd.115,654$2.20M0.0%+21.9%1.393%Search for SEC Filing on Google Icon
10/20/2021North Star Investment Management Corp.73,975$1.41M0.1%-3.6%0.888%Search for SEC Filing on Google Icon
10/6/2021Hodges Capital Management Inc.57,200$1.09M0.1%+76.0%0.687%Search for SEC Filing on Google Icon
9/3/2021Parametric Portfolio Associates LLC31,282$0.68M0.0%-10.3%0.376%Search for SEC Filing on Google Icon
8/17/2021Wells Fargo & Company MN595,885$12.97M0.0%-0.4%7.153%Search for SEC Filing on Google Icon
8/17/2021Millennium Management LLC90,692$1.97M0.0%N/A1.089%Search for SEC Filing on Google Icon
8/17/2021Price T Rowe Associates Inc. MD14,900$0.32M0.0%-16.1%0.179%Search for SEC Filing on Google Icon
8/17/2021Bridgeway Capital Management LLC56,200$1.22M0.0%-8.9%0.675%Search for SEC Filing on Google Icon
8/16/2021Bank of America Corp DE52,188$1.14M0.0%-29.7%0.627%Search for SEC Filing on Google Icon
8/16/2021State Street Corp35,923$0.79M0.0%-75.3%0.431%Search for SEC Filing on Google Icon
8/16/2021Tibra Equities Europe Ltd15,400$0.34M0.1%N/A0.185%Search for SEC Filing on Google Icon
Data available starting January 2016

See Full Table
Westwood Holdings Group logo
Westwood Holdings Group, Inc., through its subsidiaries, manages investment assets and provides services for its clients. The company operates in two segments, Advisory and Trust. The Advisory segment provides investment advisory services to corporate retirement plans, public retirement plans, endowments, foundations, individuals, and the Westwood Funds; and investment sub-advisory services to mutual funds, pooled investment vehicles, and its Trust segment. The Trust segment offers trust and custodial services; and participates in common trust funds that it sponsors to institutions and high net worth individuals. Westwood Holdings Group, Inc. was founded in 1983 and is based in Dallas, Texas.
Read More on Westwood Holdings Group

Today's Range

Now: $15.30
Low: $14.98
High: $15.40

50 Day Range

MA: $15.61
Low: $14.56
High: $16.70

52 Week Range

Now: $15.30
Low: $11.00
High: $18.03

Volume

12,772 shs

Average Volume

12,459 shs

Market Capitalization

$141.86 million

P/E Ratio

46.37

Dividend Yield

4.05%

Beta

1.12

Who are the company insiders with the largest holdings of Westwood Holdings Group?

Westwood Holdings Group's top insider shareholders include:
  1. Matthew Lockridge (Insider)
  2. John Porter Montgomery (COO)
  3. Leah Bennett (Insider)
Learn More about top insider investors at Westwood Holdings Group.

Who are the major institutional investors of Westwood Holdings Group?

Westwood Holdings Group's top institutional shareholders include:
  1. Allspring Global Investments Holdings LLC — 6.27%
  2. North Star Investment Management Corp. — 3.87%
  3. King Luther Capital Management Corp — 2.00%
  4. Garner Asset Management Corp — 1.36%
  5. De Lisle Partners LLP — 0.74%
  6. Geode Capital Management LLC — 0.71%
Learn More about top institutional investors of Westwood Holdings Group stock.

Which major investors are selling Westwood Holdings Group stock?

During the previous quarter, WHG stock was sold by these institutional investors:
  1. King Luther Capital Management Corp
  2. Geode Capital Management LLC
  3. Connor Clark & Lunn Investment Management Ltd.

Which major investors are buying Westwood Holdings Group stock?

In the last quarter, WHG stock was acquired by institutional investors including:
  1. De Lisle Partners LLP
  2. Allspring Global Investments Holdings LLC
  3. Garner Asset Management Corp
  4. North Star Investment Management Corp.
  5. Arete Wealth Advisors LLC
  6. Empowered Funds LLC
Most People Are Dead Wrong.
From Brownstone Research   |   Ad
Turn on any financial news outlet at any given moment and within minutes you're guaranteed to see headlines about artificial intelligence. Everyone's talking about AI right now. But see, I've been talking about it for years.
I call it my AI Retirement Playbook. I recommend you check it out now.