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WHG Insider Trading (Westwood Holdings Group)

Insider Ownership Percentage: 10.60%
Insider Buying (Last 12 Months): $623,390.80
Insider Selling (Last 12 Months): $39,971.12

Westwood Holdings Group Insider Trading History Chart

Westwood Holdings Group Share Price & Price History

$18.54
▼ -0.56 (-2.93%)
As of 06/22/2021 01:59 PM ET
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
5/4/2021Fabian GomezCOOSell800$19.50$15,600.0030,827View SEC Filing Icon  
4/29/2021Jcp Investment Management, LlcMajor ShareholderBuy25,000$17.89$447,250.00View SEC Filing Icon  
4/8/2021Fabian GomezCOOSell1,412$17.26$24,371.1233,444View SEC Filing Icon  
11/16/2020Richard M FrankChairmanBuy5,584$11.20$62,540.8042,757View SEC Filing Icon  
8/7/2020Brian O CaseyCEOBuy10,000$11.36$113,600.00366,170View SEC Filing Icon  
3/5/2020Susan M ByrneVice ChairmanBuy4,000$21.91$87,640.00248,443View SEC Filing Icon  
3/3/2020Susan M ByrneVice ChairmanBuy1,150$23.95$27,542.50248,443View SEC Filing Icon  
See Full Table

SEC Filings (Institutional Ownership Changes) for Westwood Holdings Group (NYSE:WHG)

61.37% 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

Westwood Holdings Group Institutional Trading History

Reporting DateHedge FundShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/18/2021D. E. Shaw & Co. Inc.46,099$0.67M0.0%-16.4%0.556%Search for SEC Filing on Google Icon
5/18/2021Deprince Race & Zollo Inc.260,666$3.77M0.1%-35.9%3.142%Search for SEC Filing on Google Icon
5/18/2021Morgan Stanley28,686$0.42M0.0%+8.2%0.346%Search for SEC Filing on Google Icon
5/17/2021Royal Bank of Canada6,796$99K0.0%+8.0%0.082%Search for SEC Filing on Google Icon
5/17/2021Captrust Financial Advisors4,312$63K0.0%+54.0%0.052%Search for SEC Filing on Google Icon
5/17/2021Nuveen Asset Management LLC36,385$0.53M0.0%-16.4%0.439%Search for SEC Filing on Google Icon
5/17/2021Goldman Sachs Group Inc.41,036$0.59M0.0%+3.7%0.495%Search for SEC Filing on Google Icon
5/14/2021Gamco Investors INC. ET AL512,492$7.41M0.1%-10.2%6.177%Search for SEC Filing on Google Icon
5/14/2021Gabelli Funds LLC61,537$0.89M0.0%+122.7%0.742%Search for SEC Filing on Google Icon
5/14/2021Arrowstreet Capital Limited Partnership51,497$0.75M0.0%+40.1%0.621%Search for SEC Filing on Google Icon
5/14/2021Dimensional Fund Advisors LP276,236$3.99M0.0%-7.5%3.329%Search for SEC Filing on Google Icon
5/13/2021Barclays PLC6,432$93K0.0%+158.9%0.078%Search for SEC Filing on Google Icon
5/13/2021Renaissance Technologies LLC711,816$10.29M0.0%-2.0%8.579%Search for SEC Filing on Google Icon
5/13/2021Grantham Mayo Van Otterloo & Co. LLC32,814$0.47M0.0%-9.9%0.395%Search for SEC Filing on Google Icon
5/12/2021Northern Trust Corp80,088$1.16M0.0%-9.7%0.965%Search for SEC Filing on Google Icon
5/12/2021Geode Capital Management LLC106,704$1.54M0.0%-1.9%1.286%Search for SEC Filing on Google Icon
5/12/2021JPMorgan Chase & Co.35,438$0.51M0.0%+23.5%0.427%Search for SEC Filing on Google Icon
5/12/2021Panagora Asset Management Inc.14,131$0.20M0.0%-58.5%0.170%Search for SEC Filing on Google Icon
5/12/2021UBS Group AG1,907$27K0.0%-76.6%0.023%Search for SEC Filing on Google Icon
5/11/2021New York State Common Retirement Fund4,366$63K0.0%+111.3%0.053%Search for SEC Filing on Google Icon
5/7/2021BlackRock Inc.713,250$10.31M0.0%-2.0%8.596%Search for SEC Filing on Google Icon
5/7/2021BNP Paribas Arbitrage SA3,656$53K0.0%+76.2%0.044%Search for SEC Filing on Google Icon
4/19/2021North Star Investment Management Corp.44,545$0.64M0.1%+2,489.8%0.528%Search for SEC Filing on Google Icon
3/8/2021Dimensional Fund Advisors LP298,731$4.33M0.0%-12.4%3.568%Search for SEC Filing on Google Icon
2/25/2021Dimensional Fund Advisors LP298,731$4.33M0.0%-12.4%3.568%Search for SEC Filing on Google Icon
2/19/2021JPMorgan Chase & Co.28,702$0.42M0.0%+281.0%0.343%Search for SEC Filing on Google Icon
2/16/2021Squarepoint Ops LLC13,275$0.19M0.0%-21.1%0.159%Search for SEC Filing on Google Icon
2/16/2021Nuveen Asset Management LLC43,532$0.63M0.0%+16.6%0.520%Search for SEC Filing on Google Icon
2/16/2021Captrust Financial Advisors2,800$41K0.0%N/A0.033%Search for SEC Filing on Google Icon
2/11/2021Northern Trust Corp88,705$1.29M0.0%-5.1%1.059%Search for SEC Filing on Google Icon
2/11/2021Barclays PLC2,484$36K0.0%-31.8%0.030%Search for SEC Filing on Google Icon
2/10/2021Rhumbline Advisers13,984$0.20M0.0%+13.1%0.167%Search for SEC Filing on Google Icon
2/10/2021King Luther Capital Management Corp112,367$1.63M0.0%+90.9%1.342%Search for SEC Filing on Google Icon
2/10/2021Renaissance Technologies LLC726,616$10.54M0.0%-1.7%8.678%Search for SEC Filing on Google Icon
2/10/2021Panagora Asset Management Inc.34,082$0.49M0.0%-31.9%0.407%Search for SEC Filing on Google Icon
2/9/2021Wells Fargo & Company MN612,537$8.88M0.0%-1.7%7.316%Search for SEC Filing on Google Icon
2/9/2021Bank of New York Mellon Corp34,379$0.50M0.0%-5.3%0.411%Search for SEC Filing on Google Icon
2/8/2021Alliancebernstein L.P.12,197$0.18M0.0%-6.2%0.146%Search for SEC Filing on Google Icon
2/8/2021New York State Common Retirement Fund2,066$30K0.0%-77.8%0.025%Search for SEC Filing on Google Icon
2/5/2021Gabelli Funds LLC27,638$0.40M0.0%+109.3%0.330%Search for SEC Filing on Google Icon
2/5/2021BlackRock Inc.727,798$10.55M0.0%+2.2%8.692%Search for SEC Filing on Google Icon
2/4/2021GSA Capital Partners LLP26,019$0.38M0.1%+6.6%0.311%Search for SEC Filing on Google Icon
2/1/2021Hodges Capital Management Inc.32,500$0.47M0.1%+66.7%0.388%Search for SEC Filing on Google Icon
1/15/2021Marquette Asset Management LLC25,852$0.38M0.1%+58.6%0.309%Search for SEC Filing on Google Icon
1/12/2021North Star Investment Management Corp.1,720$25K0.0%-44.9%0.021%Search for SEC Filing on Google Icon
11/16/2020Squarepoint Ops LLC16,833$0.19M0.0%N/A0.201%Search for SEC Filing on Google Icon
11/13/2020Morgan Stanley11,854$0.13M0.0%+165.6%0.142%Search for SEC Filing on Google Icon
11/12/2020JPMorgan Chase & Co.7,534$85K0.0%-24.5%0.090%Search for SEC Filing on Google Icon
11/12/2020Arrowstreet Capital Limited Partnership36,754$0.41M0.0%+29.5%0.439%Search for SEC Filing on Google Icon
11/10/2020State Street Corp157,861$1.76M0.0%+2.1%1.885%Search for SEC Filing on Google Icon
11/6/2020BlackRock Inc.712,011$7.93M0.0%-0.4%8.504%Search for SEC Filing on Google Icon
11/6/2020Gamco Investors INC. ET AL571,177$6.36M0.1%+7.7%6.822%Search for SEC Filing on Google Icon
11/6/2020Gabelli Funds LLC13,204$0.15M0.0%N/A0.158%Search for SEC Filing on Google Icon
11/6/2020GSA Capital Partners LLP24,414$0.27M0.0%N/A0.292%Search for SEC Filing on Google Icon
10/30/2020WINTON GROUP Ltd20,363$0.23M0.0%-30.1%0.241%Search for SEC Filing on Google Icon
10/27/2020Marquette Asset Management LLC16,300$0.18M0.1%N/A0.193%Search for SEC Filing on Google Icon
10/15/2020Hodges Capital Management Inc.19,500$0.22M0.0%N/A0.231%Search for SEC Filing on Google Icon
8/25/2020Nuveen Asset Management LLC39,532$0.62M0.0%-52.6%0.468%Search for SEC Filing on Google Icon
8/20/2020Charles Schwab Investment Management Inc.46,531$0.73M0.0%-7.7%0.551%Search for SEC Filing on Google Icon
8/17/2020AQR Capital Management LLC51,614$0.81M0.0%-11.4%0.611%Search for SEC Filing on Google Icon
8/17/2020Jacobs Levy Equity Management Inc.21,175$0.33M0.0%N/A0.251%Search for SEC Filing on Google Icon
8/17/2020Sei Investments Co.15,600$0.25M0.0%+39.3%0.185%Search for SEC Filing on Google Icon
8/14/2020Bank of America Corp DE64,505$1.02M0.0%+47.8%0.764%Search for SEC Filing on Google Icon
8/14/2020Stifel Financial Corp21,339$0.34M0.0%+104.9%0.253%Search for SEC Filing on Google Icon
8/13/2020Gamco Investors INC. ET AL530,321$8.35M0.1%-4.8%6.280%Search for SEC Filing on Google Icon
8/13/2020Grantham Mayo Van Otterloo & Co. LLC108,800$1.71M0.0%-7.0%1.288%Search for SEC Filing on Google Icon
8/12/2020Goldman Sachs Group Inc.30,589$0.48M0.0%-88.7%0.362%Search for SEC Filing on Google Icon
8/12/2020Bank of New York Mellon Corp37,380$0.59M0.0%-66.4%0.443%Search for SEC Filing on Google Icon
8/12/2020California Public Employees Retirement System17,306$0.27M0.0%+17.7%0.205%Search for SEC Filing on Google Icon
8/11/2020Alberta Investment Management Corp10,500$0.17M0.0%-37.5%0.124%Search for SEC Filing on Google Icon
8/5/2020WINTON GROUP Ltd29,112$0.46M0.0%+18.7%0.345%Search for SEC Filing on Google Icon
7/31/2020UBS Group AG9,991$0.16M0.0%+11.0%0.118%Search for SEC Filing on Google Icon
7/28/2020First Quadrant L P CA8,691$0.14M0.0%N/A0.102%Search for SEC Filing on Google Icon
7/24/2020Dupont Capital Management Corp19,659$0.31M0.0%N/A0.231%Search for SEC Filing on Google Icon
7/21/2020Assenagon Asset Management S.A.23,152$0.37M0.0%N/A0.272%Search for SEC Filing on Google Icon
7/16/2020North Star Investment Management Corp.3,697$58K0.0%-95.7%0.043%Search for SEC Filing on Google Icon
6/19/2020State Street Corp169,305$3.17M0.0%-1.2%1.992%Search for SEC Filing on Google Icon
6/16/2020Royal Bank of Canada5,895$0.11M0.0%-17.6%0.069%Search for SEC Filing on Google Icon
5/15/2020AQR Capital Management LLC58,286$1.07M0.0%-9.7%0.686%Search for SEC Filing on Google Icon
5/15/2020Squarepoint Ops LLC10,756$0.20M0.0%-65.4%0.127%Search for SEC Filing on Google Icon
5/15/2020Invesco Ltd.22,654$0.42M0.0%+28.5%0.267%Search for SEC Filing on Google Icon
5/15/2020Morgan Stanley10,271$0.19M0.0%-63.8%0.121%Search for SEC Filing on Google Icon
5/15/2020Two Sigma Advisers LP13,800$0.25M0.0%-48.9%0.162%Search for SEC Filing on Google Icon
5/14/2020Wells Fargo & Company MN618,133$11.32M0.0%-0.2%7.272%Search for SEC Filing on Google Icon
5/14/2020Geode Capital Management LLC116,142$2.13M0.0%-9.0%1.366%Search for SEC Filing on Google Icon
5/14/2020Deutsche Bank AG2,541$47K0.0%-49.3%0.030%Search for SEC Filing on Google Icon
5/14/2020Alliancebernstein L.P.11,697$0.21M0.0%+20.6%0.138%Search for SEC Filing on Google Icon
5/14/2020Grantham Mayo Van Otterloo & Co. LLC117,000$2.14M0.0%+22.4%1.376%Search for SEC Filing on Google Icon
5/14/2020Nuveen Asset Management LLC83,375$1.53M0.0%+22.9%0.981%Search for SEC Filing on Google Icon
5/13/2020Parametric Portfolio Associates LLC30,124$0.55M0.0%+41.0%0.354%Search for SEC Filing on Google Icon
5/12/2020Citigroup Inc.2,451$45K0.0%+48.0%0.029%Search for SEC Filing on Google Icon
5/12/2020Victory Capital Management Inc.1,436$26K0.0%-58.6%0.017%Search for SEC Filing on Google Icon
5/12/2020GSA Capital Partners LLP12,269$0.23M0.1%N/A0.144%Search for SEC Filing on Google Icon
5/12/2020JPMorgan Chase & Co.20,756$0.38M0.0%+28.9%0.244%Search for SEC Filing on Google Icon
5/11/2020State Street Corp169,305$3.17M0.0%-1.2%1.992%Search for SEC Filing on Google Icon
5/11/2020WINTON GROUP Ltd24,536$0.45M0.0%+21.7%0.289%Search for SEC Filing on Google Icon
5/11/2020Martingale Asset Management L P60,605$1.11M0.0%+2.5%0.713%Search for SEC Filing on Google Icon
5/6/2020First Trust Advisors LP14,701$0.27M0.0%-16.2%0.173%Search for SEC Filing on Google Icon
5/6/2020Russell Investments Group Ltd.3,508$64K0.0%-61.9%0.041%Search for SEC Filing on Google Icon
5/6/2020Bank of New York Mellon Corp111,177$2.04M0.0%-4.3%1.308%Search for SEC Filing on Google Icon
Data available starting January 2016

See Full Table
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: $18.54
$18.26
$18.65

50 Day Range

MA: $19.12
$15.88
$20.79

52 Week Range

Now: $18.54
$9.42
$21.13

Volume

1,739 shs

Average Volume

42,679 shs

Market Capitalization

$153.83 million

P/E Ratio

N/A

Dividend Yield

2.13%

Beta

1.54

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

Westwood Holdings Group's top insider shareholders include:
  1. Brian O Casey (CEO)
  2. Susan M Byrne (Vice Chairman)
  3. Richard M Frank (Chairman)
  4. Fabian Gomez (COO)
  5. Jcp Investment Management, Llc (Major Shareholder)

Who are the major institutional investors of Westwood Holdings Group?

Westwood Holdings Group's top institutional shareholders include:
  1. BlackRock Inc. — 8.60%
  2. Renaissance Technologies LLC — 8.58%
  3. Gamco Investors INC. ET AL — 6.18%
  4. Dimensional Fund Advisors LP — 3.33%
  5. Deprince Race & Zollo Inc. — 3.14%
  6. Geode Capital Management LLC — 1.29%

Which major investors are selling Westwood Holdings Group stock?

During the previous quarter, WHG stock was sold by these institutional investors:
  1. Deprince Race & Zollo Inc.
  2. Gamco Investors INC. ET AL
  3. Dimensional Fund Advisors LP
  4. Panagora Asset Management Inc.
  5. Renaissance Technologies LLC
  6. BlackRock Inc.
  7. D. E. Shaw & Co. Inc.
  8. Northern Trust Corp

Which major investors are buying Westwood Holdings Group stock?

In the last quarter, WHG stock was acquired by institutional investors including:
  1. North Star Investment Management Corp.
  2. Gabelli Funds LLC
  3. Arrowstreet Capital Limited Partnership
  4. JPMorgan Chase & Co.
  5. Barclays PLC
  6. New York State Common Retirement Fund
  7. Morgan Stanley
  8. BNP Paribas Arbitrage SA
Within the previous year, these company insiders have bought Westwood Holdings Group stock:
  1. Brian O Casey (CEO)
  2. Susan M Byrne (Vice Chairman)
  3. Richard M Frank (Chairman)
  4. Fabian Gomez (COO)
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