WHG Logo

Westwood Holdings Group, Inc. (WHG) 

NYSE
Market Cap
$150.85M
Sector
Financial Services
Industry
Financial—Capital Markets
Rank in Sector
380 of 529
Rank in Industry
19 of 35

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.

2024-03-06SaleHead, U.S. Value Inv.
14,000
0.1532%
$12.01$168,087+6.25%
2023-09-11SaleChief Operating Officer
827
0.0091%
$9.90$8,185+23.27%
2023-09-06SaleChief Operating Officer
840
0.0092%
$9.90$8,317+22.81%
2023-08-09SalePresident-Westwood Wealth Mgmt
850
0.0093%
$10.97$9,327+9.44%
2023-03-14SalePresident-Westwood Wealth Mgmt
2,000
0.0264%
$12.90$25,807-6.19%
2023-03-07SaleHead, U.S. Value Inv.
1,500
0.019%
$13.42$20,129-13.48%
2023-03-06SaleHead, U.S. Value Inv.
3,000
0.0387%
$13.91$41,719-14.87%
2023-02-22SaleHead, U.S. Value Inv.
6,713
0.0861%
$11.70$78,542+1.84%
2022-11-28SalePresident-Westwood Wealth Mgmt
240
0.003%
$10.60$2,544+8.97%
2022-06-09Sale
482
0.0064%
$15.69$7,564-19.10%
2022-06-01SalePresident-Westwood Wealth Mgmt
3,000
0.0362%
$14.95$44,850-22.26%
2021-11-30Purchasedirector
578
0.0075%
$16.65$9,624-5.52%
2021-11-29Purchasedirector
406
0.0051%
$16.65$6,760-8.45%
2021-11-22PurchasePresident & CEO
3,000
0.0381%
$16.75$50,250-8.26%
2021-11-22Purchasedirector
1,516
0.0191%
$16.65$25,241-8.26%
2021-11-19Purchasedirector
8,996
0.1207%
$17.50$157,430-7.11%
2021-11-18Purchasedirector
2,520
0.0309%
$16.99$42,811-12.42%
2021-11-03Purchasedirector
5,000
0.0643%
$17.75$88,750-10.73%
2021-11-02PurchasePresident & CEO
522
0.0065%
$17.25$9,005-11.20%
2021-11-01PurchasePresident & CEO
2,500
0.031%
$17.25$43,125-11.14%

Insider Historical Profitability

9.7%
GAMCO INVESTORS, INC. ET AL10 percent owner
804430
8.6763%
$16.27164240+19.78%
GABELLI MARIO J10 percent owner
647150
6.9799%
$16.2710
JCP Investment Management, LLC10 percent owner
430214
4.6401%
$16.2710+9.57%
CASEY BRIAN OPresident & CEO
369217
3.9822%
$16.27434<0.0001%
BYRNE SUSAN Mdirector
252293
2.7211%
$16.2711133<0.0001%

Institutional Investor Ownership

Top Shareholders
Top Buyers
Top Sellers
New Shareholders
Sold-Out Shareholders
Allspring Global Investments$7.05M6.15572,565+0.03%+$1,872.640.01
GAMCO Investors$5.64M4.92458,000+2.12%+$117,040.000.06
Renaissance Technologies$5.59M4.87453,648-3.61%-$209,479.080.01
DePrince, Race & Zollo, Inc.$5.5M4.79446,308-4%-$229,287.540.12
The Vanguard Group$4.98M4.34404,3870%+$0<0.0001
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Information is provided 'as-is' and solely for informational purposes and is not advice. Prismo does not bear any responsibility for any losses or damage that may occur as a result of reliance on this data.