WHG Insider Trading

Insider Ownership Percentage: 10.10%
Insider Buying (Last 12 Months): $0.00
Insider Selling (Last 12 Months): $25,827.80

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: $12.31
Price Change: Price Decrease of -0.3 (-2.38%)
As of 03/28/2024 01:48 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

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  
11/29/2021Richard M. FrankChairmanBuy406$16.65$6,759.90View SEC Filing Icon  
11/22/2021Brian O'CaseyCEOBuy3,000$16.75$50,250.00View SEC Filing Icon  
11/3/2021Richard M. FrankChairmanBuy5,000$17.75$88,750.00View SEC Filing Icon  
6/25/2021Fabian GomezCOOSell885$21.59$19,107.1529,242View SEC Filing Icon  
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  
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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
2/16/2024Price T Rowe Associates Inc. MD13,200$0.17M0.0%N/A0.144%Search for SEC Filing on Google Icon
2/15/2024Price T Rowe Associates Inc. MD13,200$0.17M0.0%N/A0.144%Search for SEC Filing on Google Icon
2/15/2024Gamco Investors INC. ET AL448,500$5.64M0.1%-0.6%4.902%Search for SEC Filing on Google Icon
2/15/2024Bridgeway Capital Management LLC75,858$0.95M0.0%+2.3%0.829%Search for SEC Filing on Google Icon
2/14/2024Royal Bank of Canada7,280$91K0.0%+1,720.0%0.080%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
2/13/2024Northern Trust Corp31,576$0.40M0.0%+50.1%0.345%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
2/7/2024Dimensional Fund Advisors LP234,293$2.95M0.0%+6.4%2.561%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
8/15/2023Gamco Investors INC. ET AL452,000$5.61M0.1%-0.2%4.924%Search for SEC Filing on Google Icon
8/15/2023Royal Bank of Canada3,100$38K0.0%-46.7%0.034%Search for SEC Filing on Google Icon
8/11/2023Renaissance Technologies LLC442,117$5.48M0.0%-1.8%4.816%Search for SEC Filing on Google Icon
8/11/2023BlackRock Inc.182,632$2.27M0.0%+2.9%1.989%Search for SEC Filing on Google Icon
8/11/2023Northern Trust Corp21,242$0.26M0.0%+9.7%0.231%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
8/9/2023Dimensional Fund Advisors LP237,434$2.94M0.0%-3.4%2.586%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
5/15/2023Two Sigma Advisers LP12,100$0.14M0.0%-17.1%0.132%Search for SEC Filing on Google Icon
5/12/2023Renaissance Technologies LLC450,216$5.05M0.0%-0.8%4.924%Search for SEC Filing on Google Icon
5/12/2023Gabelli Funds LLC82,245$0.92M0.0%+2.5%0.899%Search for SEC Filing on Google Icon
5/12/2023Gamco Investors INC. ET AL453,000$5.08M0.1%-0.2%4.954%Search for SEC Filing on Google Icon
5/12/2023Bank of America Corp DE58,013$0.65M0.0%+3.4%0.634%Search for SEC Filing on Google Icon
5/12/2023UBS Group AG2,350$26K0.0%+73.8%0.026%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
2/15/2023Gamco Investors INC. ET AL453,858$5.05M0.1%-0.8%5.397%Search for SEC Filing on Google Icon
2/15/2023Millennium Management LLC15,466$0.17M0.0%-36.5%0.184%Search for SEC Filing on Google Icon
2/15/2023Morgan Stanley4,223$47K0.0%-59.5%0.050%Search for SEC Filing on Google Icon
2/13/2023Gabelli Funds LLC80,245$0.89M0.0%+9.0%0.954%Search for SEC Filing on Google Icon
2/13/2023Renaissance Technologies LLC454,016$5.06M0.0%-4.5%5.399%Search for SEC Filing on Google Icon
2/10/2023Bank of America Corp DE56,131$0.63M0.0%-8.2%0.667%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
2/9/2023Dimensional Fund Advisors LP245,821$2.74M0.0%-0.8%2.923%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
11/15/2022BlackRock Inc.177,199$1.71M0.0%-4.2%2.107%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
11/10/2022Dimensional Fund Advisors LP247,770$2.39M0.0%-1.2%2.946%Search for SEC Filing on Google Icon
11/10/2022UBS Group AG4,139$39K0.0%+323.2%0.049%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
8/23/2022Captrust Financial Advisors2,928$41K0.0%+2,187.5%0.035%Search for SEC Filing on Google Icon
8/16/2022Captrust Financial Advisors2,928$40K0.0%+2,187.5%0.035%Search for SEC Filing on Google Icon
8/15/2022Millennium Management LLC25,198$0.35M0.0%-31.8%0.298%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
6/7/2022Bank of America Corp DE63,006$0.97M0.0%+9.2%0.734%Search for SEC Filing on Google Icon
5/18/2022Gabelli Funds LLC74,641$1.14M0.0%+2.8%0.870%Search for SEC Filing on Google Icon
5/18/2022Gamco Investors INC. ET AL452,759$6.94M0.1%-0.3%5.277%Search for SEC Filing on Google Icon
5/16/2022State Street Corp29,021$0.45M0.0%+6.2%0.338%Search for SEC Filing on Google Icon
5/13/2022Renaissance Technologies LLC510,616$7.82M0.0%-3.9%5.953%Search for SEC Filing on Google Icon
5/13/2022Northern Trust Corp18,727$0.29M0.0%-6.4%0.218%Search for SEC Filing on Google Icon
5/13/2022Gabelli Funds LLC74,641$1.14M0.0%+2.8%0.870%Search for SEC Filing on Google Icon
5/13/2022Gamco Investors INC. ET AL452,759$6.94M0.1%-0.3%5.278%Search for SEC Filing on Google Icon
5/13/2022Employees Retirement System of Texas82,000$1.26M0.0%+40.2%0.956%Search for SEC Filing on Google Icon
5/13/2022Arrowstreet Capital Limited Partnership11,308$0.17M0.0%-76.3%0.132%Search for SEC Filing on Google Icon
5/13/2022Vanguard Group Inc.350,556$5.37M0.0%-1.4%4.086%Search for SEC Filing on Google Icon
5/13/2022Dimensional Fund Advisors LP252,889$3.87M0.0%-3.9%2.947%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
5/12/2022BlackRock Inc.185,701$2.85M0.0%-0.9%2.165%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
Data available starting January 2016

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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: $12.31
Low: $12.11
High: $12.74

50 Day Range

MA: $12.11
Low: $11.16
High: $12.91

52 Week Range

Now: $12.31
Low: $8.91
High: $14.20

Volume

4,537 shs

Average Volume

12,395 shs

Market Capitalization

$114.85 million

P/E Ratio

10.43

Dividend Yield

4.69%

Beta

1.22

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)
  4. Jcp Investment Management, Llc (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. Gamco Investors INC. ET AL — 4.90%
  2. North Star Investment Management Corp. — 3.83%
  3. Dimensional Fund Advisors LP — 2.56%
  4. Russell Investments Group Ltd. — 2.27%
  5. Gabelli Funds LLC — 1.09%
  6. Bridgeway Capital Management LLC — 0.83%
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. Gamco Investors INC. ET AL
In the previous year, company insiders that have sold Westwood Holdings Group company stock include:
  1. Matthew Lockridge (Insider)
  2. John Porter Montgomery (COO)
Learn More investors selling Westwood Holdings Group stock.

Which major investors are buying Westwood Holdings Group stock?

Within the previous quarter, WHG stock was acquired by institutional investors including:
  1. Garner Asset Management Corp
  2. North Star Investment Management Corp.
  3. Russell Investments Group Ltd.
  4. Cerity Partners LLC
  5. Dimensional Fund Advisors LP
  6. Price T Rowe Associates Inc. MD
  7. Price T Rowe Associates Inc. MD
  8. Hillsdale Investment Management Inc.