Westwood Holdings Group, Inc. (WHG)
Largest Insider Buys in Sector
WHG Stock Price History Chart
WHG Stock Performance
About Westwood Holdings Group, Inc.
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 …
Insider Activity of Westwood Holdings Group, Inc.
Over the last 12 months, insiders at Westwood Holdings Group, Inc. have bought $0 and sold $168,087 worth of Westwood Holdings Group, Inc. stock.
On average, over the past 5 years, insiders at Westwood Holdings Group, Inc. have bought $489,258 and sold $136,313 worth of stock each year.
There was no buying activity among insiders over the last 12 months.
The last purchase of 578 shares for transaction amount of $9,624 was made by FRANK RICHARD M (director) on 2021‑11‑30.
List of Insider Buy and Sell Transactions, Westwood Holdings Group, Inc.
| 2024-03-06 | Sale | Head, U.S. Value Inv. | 14,000 0.1532% | $12.01 | $168,087 | +5.92% | ||
| 2023-09-11 | Sale | Chief Operating Officer | 827 0.0091% | $9.90 | $8,185 | +23.27% | ||
| 2023-09-06 | Sale | Chief Operating Officer | 840 0.0092% | $9.90 | $8,317 | +22.81% | ||
| 2023-08-09 | Sale | President-Westwood Wealth Mgmt | 850 0.0093% | $10.97 | $9,327 | +9.44% | ||
| 2023-03-14 | Sale | President-Westwood Wealth Mgmt | 2,000 0.0264% | $12.90 | $25,807 | -6.19% | ||
| 2023-03-07 | Sale | Head, U.S. Value Inv. | 1,500 0.019% | $13.42 | $20,129 | -13.48% | ||
| 2023-03-06 | Sale | Head, U.S. Value Inv. | 3,000 0.0387% | $13.91 | $41,719 | -14.87% | ||
| 2023-02-22 | Sale | Head, U.S. Value Inv. | 6,713 0.0861% | $11.70 | $78,542 | +1.84% | ||
| 2022-11-28 | Sale | President-Westwood Wealth Mgmt | 240 0.003% | $10.60 | $2,544 | +8.97% | ||
| 2022-06-09 | Sale | 482 0.0064% | $15.69 | $7,564 | -19.10% | |||
| 2022-06-01 | Sale | President-Westwood Wealth Mgmt | 3,000 0.0362% | $14.95 | $44,850 | -22.26% | ||
| 2021-11-30 | director | 578 0.0075% | $16.65 | $9,624 | -5.52% | |||
| 2021-11-29 | director | 406 0.0051% | $16.65 | $6,760 | -8.45% | |||
| 2021-11-22 | President & CEO | 3,000 0.0381% | $16.75 | $50,250 | -8.26% | |||
| 2021-11-22 | director | 1,516 0.0191% | $16.65 | $25,241 | -8.26% | |||
| 2021-11-19 | director | 8,996 0.1207% | $17.50 | $157,430 | -7.11% | |||
| 2021-11-18 | director | 2,520 0.0309% | $16.99 | $42,811 | -12.42% | |||
| 2021-11-03 | director | 5,000 0.0643% | $17.75 | $88,750 | -10.73% | |||
| 2021-11-02 | President & CEO | 522 0.0065% | $17.25 | $9,005 | -11.20% | |||
| 2021-11-01 | President & CEO | 2,500 0.031% | $17.25 | $43,125 | -11.14% |
Insider Historical Profitability
| GAMCO INVESTORS, INC. ET AL | 10 percent owner | 804430 8.6763% | $15.41 | 164 | 240 | +19.78% |
| GABELLI MARIO J | 10 percent owner | 647150 6.9799% | $15.41 | 1 | 0 | |
| JCP Investment Management, LLC | 10 percent owner | 430214 4.6401% | $15.41 | 1 | 0 | +9.57% |
| CASEY BRIAN O | President & CEO | 369217 3.9822% | $15.41 | 4 | 34 | <0.0001% |
| BYRNE SUSAN M | director | 252293 2.7211% | $15.41 | 11 | 133 | <0.0001% |
Institutional Investor Ownership
| Allspring Global Investments | $7.05M | 6.15 | 572,565 | +0.03% | +$1,872.64 | 0.01 | |
| GAMCO Investors | $5.64M | 4.92 | 458,000 | +2.12% | +$117,040.00 | 0.06 | |
| Renaissance Technologies | $5.59M | 4.87 | 453,648 | -3.61% | -$209,479.08 | 0.01 | |
| DePrince, Race & Zollo, Inc. | $5.5M | 4.79 | 446,308 | -4% | -$229,287.54 | 0.12 | |
| The Vanguard Group | $4.98M | 4.34 | 404,387 | 0% | +$0 | <0.0001 |