WHG Insider Trading

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Insider Trading History
Frequently Asked Questions
About

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

Westwood Holdings Group Share Price & Price History

^$13.37

▲ +0.04 (0.30%)

As of 07/26/2024 01:00 AM ET

Days: 30 | 90 | 365

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Westwood Holdings Group Insider Trading History

Transaction Date	Insider Name	Title	Buy/Sell	Number of Shares	Average Share Price	Total Transaction	Shares Held After Transaction
9/11/2023	John Porter Montgomery	COO	Sell	827	$9.90	$8,187.30	75,816
9/6/2023	John Porter Montgomery	COO	Sell	840	$9.90	$8,316.00	76,143
8/9/2023	Leah Bennett	Insider	Sell	850	$10.97	$9,324.50	37,962
3/14/2023	Leah Bennett	Insider	Sell	2,000	$12.90	$25,800.00	38,812
3/6/2023	Matthew Lockridge	Insider	Sell	3,000	$13.91	$41,730.00	79,404
2/22/2023	Matthew Lockridge	Insider	Sell	6,713	$11.70	$78,542.10	52,828
6/9/2022	Jcp Investment Management, Llc	Insider	Sell	24,000	$15.69	$376,560.00	16,795
6/1/2022	Leah Bennett	Insider	Sell	3,000	$14.95	$44,850.00	27,348
11/29/2021	Richard M. Frank	Chairman	Buy	406	$16.65	$6,759.90
11/22/2021	Brian O'Casey	CEO	Buy	3,000	$16.75	$50,250.00
11/3/2021	Richard M. Frank	Chairman	Buy	5,000	$17.75	$88,750.00

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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

Westwood Holdings Group Institutional Trading History

Reporting Date	Hedge Fund	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
7/26/2024	Allspring Global Investments Holdings LLC	571,438	$6.96M	0.0%	-0.2%	6.138%
5/17/2024	Garner Asset Management Corp	63,067	$0.78M	0.4%	+4.4%	0.677%
5/15/2024	Gabelli Funds LLC	104,673	$1.29M	0.0%	+5.2%	1.124%
5/15/2024	Gamco Investors INC. ET AL	458,000	$5.64M	0.1%	+2.1%	4.919%
5/8/2024	Russell Investments Group Ltd.	242,324	$2.99M	0.0%	+16.7%	2.603%
5/7/2024	Empowered Funds LLC	22,281	$0.28M	0.0%	+7.6%	0.239%
5/1/2024	Prosperity Consulting Group LLC	43,579	$0.54M	0.1%	N/A	0.467%
4/30/2024	North Star Investment Management Corp.	353,837	$4.36M	0.3%	+1.0%	3.792%
4/30/2024	SpiderRock Advisors LLC	11,292	$0.14M	0.0%	N/A	0.121%
2/14/2024	Garner Asset Management Corp	60,395	$0.71M	0.3%	+352.5%	0.660%
2/13/2024	Gabelli Funds LLC	99,546	$1.25M	0.0%	+2.1%	1.088%
2/9/2024	Hillsdale Investment Management Inc.	13,200	$0.17M	0.0%	N/A	0.144%
2/5/2024	Russell Investments Group Ltd.	207,627	$2.61M	0.0%	+19.8%	2.269%
1/26/2024	Cerity Partners LLC	20,520	$0.26M	0.0%	N/A	0.224%
1/17/2024	Assenagon Asset Management S.A.	10,105	$0.13M	0.0%	N/A	0.110%
1/10/2024	North Star Investment Management Corp.	350,317	$4.40M	0.3%	+12.0%	3.829%
11/14/2023	Repertoire Partners LP	83,829	$0.85M	1.3%	N/A	0.917%
11/8/2023	Gabelli Funds LLC	97,496	$0.99M	0.0%	+19.3%	1.066%
11/8/2023	Gamco Investors INC. ET AL	451,000	$4.58M	0.1%	-0.2%	4.929%
10/30/2023	Arete Wealth Advisors LLC	14,448	$0.15M	0.0%	N/A	0.157%
10/27/2023	Allspring Global Investments Holdings LLC	572,456	$5.81M	0.0%	-0.8%	6.236%
8/10/2023	GABELLI & Co INVESTMENT ADVISERS INC.	11,500	$0.14M	0.0%	N/A	0.125%
8/10/2023	Russell Investments Group Ltd.	172,418	$2.14M	0.0%	+1.4%	1.878%
8/2/2023	North Star Investment Management Corp.	295,697	$3.67M	0.3%	+6.2%	3.235%
7/31/2023	Levin Capital Strategies L.P.	25,508	$0.32M	0.0%	+60.6%	0.279%
7/27/2023	EA Series Trust	17,556	$0.22M	0.0%	N/A	0.192%
7/24/2023	Allspring Global Investments Holdings LLC	576,862	$7.15M	0.0%	-0.3%	6.309%
7/18/2023	Allspring Global Investments Holdings LLC	576,862	$7.15M	0.0%	-0.3%	6.311%
5/9/2023	Russell Investments Group Ltd.	170,106	$1.91M	0.0%	-2.5%	1.861%
4/27/2023	North Star Investment Management Corp.	278,493	$3.12M	0.3%	+23.6%	3.011%
4/24/2023	Levin Capital Strategies L.P.	15,879	$0.18M	0.0%	N/A	0.172%
4/18/2023	Assenagon Asset Management S.A.	13,512	$0.15M	0.0%	N/A	0.146%
2/10/2023	Prescott Group Capital Management L.L.C.	48,128	$0.54M	0.1%	N/A	0.572%
2/10/2023	Aegis Financial Corp	99,771	$1.11M	1.0%	N/A	1.186%
2/8/2023	Russell Investments Group Ltd.	174,532	$1.94M	0.0%	-36.5%	2.075%
1/11/2023	North Star Investment Management Corp.	225,400	$2.51M	0.2%	+23.7%	2.679%
11/14/2022	Gabelli Funds LLC	73,587	$0.71M	0.0%	+2.4%	0.875%
11/14/2022	Renaissance Technologies LLC	475,316	$4.58M	0.0%	-6.8%	5.650%
11/10/2022	Gabelli Funds LLC	73,587	$0.71M	0.0%	+2.4%	0.875%
11/4/2022	Russell Investments Group Ltd.	275,037	$2.65M	0.0%	-28.6%	3.270%
11/2/2022	North Star Investment Management Corp.	182,180	$1.75M	0.2%	+22.8%	2.166%
10/26/2022	Allspring Global Investments Holdings LLC	579,199	$5.58M	0.0%	-0.8%	6.846%
8/13/2022	Gamco Investors INC. ET AL	457,458	$6.31M	0.1%	+1.0%	5.407%
8/12/2022	Grantham Mayo Van Otterloo & Co. LLC	19,114	$0.26M	0.0%	-24.2%	0.226%
8/11/2022	King Luther Capital Management Corp	243,740	$3.36M	0.0%	-3.6%	2.881%
8/8/2022	JCP Investment Management LLC	812,203	$11.21M	7.9%	-5.6%	9.601%
8/8/2022	Employees Retirement System of Texas	114,000	$1.57M	0.0%	+39.0%	1.348%
7/29/2022	Russell Investments Group Ltd.	385,278	$5.32M	0.0%	+36.3%	4.491%
7/28/2022	Hodges Capital Management Inc.	51,200	$0.71M	0.1%	-5.5%	0.597%
7/27/2022	Assenagon Asset Management S.A.	17,857	$0.25M	0.0%	N/A	0.208%
7/25/2022	Allspring Global Investments Holdings LLC	583,908	$8.06M	0.0%	-0.4%	6.807%
7/19/2022	North Star Investment Management Corp.	148,375	$2.05M	0.2%	+74.6%	1.729%
5/12/2022	Hodges Capital Management Inc.	54,200	$0.83M	0.1%	-3.6%	0.632%
5/5/2022	Russell Investments Group Ltd.	282,718	$4.33M	0.0%	+56.1%	3.296%
5/3/2022	North Star Investment Management Corp.	84,975	$1.30M	0.1%	+14.9%	0.990%
2/11/2022	Gamco Investors INC. ET AL	453,959	$7.69M	0.1%	-0.9%	5.466%
2/11/2022	Renaissance Technologies LLC	531,209	$9M	0.0%	-2.4%	6.396%
2/9/2022	Dimensional Fund Advisors LP	263,131	$4.46M	0.0%	-4.8%	3.168%
2/7/2022	Hodges Capital Management Inc.	56,200	$0.95M	0.1%	-1.7%	0.677%
2/7/2022	JCP Investment Management LLC	860,416	$14.58M	10.7%	N/A	10.360%
2/7/2022	Hillsdale Investment Management Inc.	4,500	$76K	0.0%	N/A	0.054%
1/28/2022	Allspring Global Investments Holdings LLC	586,389	$9.93M	0.0%	N/A	7.061%
1/21/2022	Russell Investments Group Ltd.	181,123	$3.07M	0.0%	+56.6%	2.181%
11/17/2021	Centiva Capital LP	10,000	$0.19M	0.0%	N/A	0.120%
11/17/2021	Deprince Race & Zollo Inc.	354,815	$6.74M	0.2%	+8.9%	4.272%
11/16/2021	Two Sigma Advisers LP	24,700	$0.47M	0.0%	+26.7%	0.297%
11/16/2021	Centiva Capital LP	10,000	$0.19M	0.0%	N/A	0.120%
11/15/2021	Ancora Advisors LLC	190,153	$3.61M	0.1%	+36.8%	2.290%
11/15/2021	Dimensional Fund Advisors LP	276,386	$5.25M	0.0%	-0.5%	3.328%
11/12/2021	Renaissance Technologies LLC	544,216	$10.34M	0.0%	-8.9%	6.553%
11/12/2021	Gamco Investors INC. ET AL	457,909	$8.70M	0.1%	-5.3%	5.514%
11/12/2021	Gabelli Funds LLC	69,957	$1.33M	0.0%	-6.8%	0.842%
11/12/2021	Geode Capital Management LLC	66,177	$1.26M	0.0%	+3.0%	0.797%
11/10/2021	King Luther Capital Management Corp	252,877	$4.81M	0.0%	+6.4%	3.045%
11/9/2021	BlackRock Inc.	186,258	$3.54M	0.0%	-9.8%	2.243%
11/8/2021	Russell Investments Group Ltd.	115,654	$2.20M	0.0%	+21.9%	1.393%
10/20/2021	North Star Investment Management Corp.	73,975	$1.41M	0.1%	-3.6%	0.888%
10/6/2021	Hodges Capital Management Inc.	57,200	$1.09M	0.1%	+76.0%	0.687%
9/3/2021	Parametric Portfolio Associates LLC	31,282	$0.68M	0.0%	-10.3%	0.376%
8/17/2021	Wells Fargo & Company MN	595,885	$12.97M	0.0%	-0.4%	7.153%
8/17/2021	Millennium Management LLC	90,692	$1.97M	0.0%	N/A	1.089%
8/17/2021	Price T Rowe Associates Inc. MD	14,900	$0.32M	0.0%	-16.1%	0.179%
8/17/2021	Bridgeway Capital Management LLC	56,200	$1.22M	0.0%	-8.9%	0.675%
8/16/2021	Bank of America Corp DE	52,188	$1.14M	0.0%	-29.7%	0.627%
8/16/2021	State Street Corp	35,923	$0.79M	0.0%	-75.3%	0.431%
8/16/2021	Tibra Equities Europe Ltd	15,400	$0.34M	0.1%	N/A	0.185%
8/16/2021	Goldman Sachs Group Inc.	25,991	$0.57M	0.0%	-36.7%	0.312%
8/13/2021	Renaissance Technologies LLC	597,316	$13M	0.0%	-16.1%	7.171%
8/13/2021	Ancora Advisors LLC	138,976	$3.02M	0.1%	N/A	1.668%
8/13/2021	King Luther Capital Management Corp	237,654	$5.17M	0.0%	+111.0%	2.853%
8/13/2021	Northern Trust Corp	20,269	$0.44M	0.0%	-74.7%	0.243%
8/13/2021	Gabelli Funds LLC	75,077	$1.63M	0.0%	+22.0%	0.901%
8/13/2021	Gamco Investors INC. ET AL	483,501	$10.52M	0.1%	-5.7%	5.804%
8/13/2021	Geode Capital Management LLC	64,236	$1.40M	0.0%	-39.8%	0.771%
8/13/2021	Vanguard Group Inc.	338,689	$7.37M	0.0%	-34.7%	4.066%
8/13/2021	FMR LLC	58,896	$1.28M	0.0%	+37,897.4%	0.707%
8/12/2021	Dimensional Fund Advisors LP	277,759	$6.04M	0.0%	+0.6%	3.334%
8/12/2021	Globeflex Capital L P	20,591	$0.45M	0.1%	N/A	0.247%
8/12/2021	Deprince Race & Zollo Inc.	325,861	$7.09M	0.2%	+25.0%	3.912%
8/12/2021	JPMorgan Chase & Co.	17,684	$0.39M	0.0%	-50.1%	0.212%

Data available starting January 2016

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.

Today's Range

Now: $13.37

$13.25

$13.37

50 Day Range

MA: $12.39

$11.93

$13.40

52 Week Range

Now: $13.37

$8.91

$13.63

Volume

11,020 shs

Average Volume

11,223 shs

Market Capitalization

$124.47 million

P/E Ratio

9.83

Dividend Yield

4.52%

Beta

1.17

Who are the company insiders with the largest holdings of Westwood Holdings Group?: Westwood Holdings Group's top insider shareholders include:
Matthew Lockridge (Insider)
John Porter Montgomery (COO)
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:
Allspring Global Investments Holdings LLC — 6.14%
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:
Allspring Global Investments Holdings LLC
In the previous year, company insiders that have sold Westwood Holdings Group company stock include:
Matthew Lockridge (Insider)
John Porter Montgomery (COO)
Learn More investors selling Westwood Holdings Group stock.