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.
Over the last 12 months, insiders at Westwood Holdings Group, Inc. have bought $0 and sold $193,915 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.
2024-03-06 | Sale | Lockridge Matthew | Head, U.S. Value Inv. | 14,000 0.1532% | $12.01 | $168,087 | +2.67% | |
2023-09-11 | Sale | Montgomery John Porter | Chief Operating Officer | 827 0.0091% | $9.90 | $8,185 | +22.45% | |
2023-09-06 | Sale | Montgomery John Porter | Chief Operating Officer | 840 0.0092% | $9.90 | $8,317 | +22.20% | |
2023-08-09 | Sale | Bennett Leah | President-Westwood Wealth Mgmt | 850 0.0093% | $10.97 | $9,327 | +8.80% | |
2023-03-14 | Sale | Bennett Leah | President-Westwood Wealth Mgmt | 2,000 0.0264% | $12.90 | $25,807 | -6.19% | |
2023-03-07 | Sale | Lockridge Matthew | Head, U.S. Value Inv. | 1,500 0.019% | $13.42 | $20,129 | -13.48% | |
2023-03-06 | Sale | Lockridge Matthew | Head, U.S. Value Inv. | 3,000 0.0387% | $13.91 | $41,719 | -14.87% | |
2023-02-22 | Sale | Lockridge Matthew | Head, U.S. Value Inv. | 6,713 0.0861% | $11.70 | $78,542 | +1.84% | |
2022-11-28 | Sale | Bennett Leah | President-Westwood Wealth Mgmt | 240 0.003% | $10.60 | $2,544 | +8.97% | |
2022-06-09 | Sale | Pappas James C | 482 0.0064% | $15.69 | $7,564 | -19.10% | ||
2022-06-01 | Sale | Bennett Leah | President-Westwood Wealth Mgmt | 3,000 0.0362% | $14.95 | $44,850 | -22.26% | |
2021-11-30 | FRANK RICHARD M | director | 578 0.0075% | $16.65 | $9,624 | -5.52% | ||
2021-11-29 | FRANK RICHARD M | director | 406 0.0051% | $16.65 | $6,760 | -8.45% | ||
2021-11-22 | CASEY BRIAN O | President & CEO | 3,000 0.0381% | $16.75 | $50,250 | -8.26% | ||
2021-11-22 | FRANK RICHARD M | director | 1,516 0.0191% | $16.65 | $25,241 | -8.26% | ||
2021-11-19 | FRANK RICHARD M | director | 8,996 0.1207% | $17.50 | $157,430 | -7.11% | ||
2021-11-18 | FRANK RICHARD M | director | 2,520 0.0309% | $16.99 | $42,811 | -12.42% | ||
2021-11-03 | FRANK RICHARD M | director | 5,000 0.0643% | $17.75 | $88,750 | -10.73% | ||
2021-11-02 | CASEY BRIAN O | President & CEO | 522 0.0065% | $17.25 | $9,005 | -11.20% | ||
2021-11-01 | CASEY BRIAN O | President & CEO | 2,500 0.031% | $17.25 | $43,125 | -11.14% |
Lockridge Matthew | Head, U.S. Value Inv. | 56283 0.8518% | $12.00 | 0 | 4 | |
Montgomery John Porter | Chief Operating Officer | 75816 0.829% | $12.00 | 0 | 2 | |
Bennett Leah | President-Westwood Wealth Mgmt | 37962 0.4151% | $12.00 | 0 | 4 | |
GAMCO INVESTORS, INC. ET AL | 10 percent owner | 804430 8.7958% | $12.00 | 164 | 240 | +19.78% |
GABELLI MARIO J | 10 percent owner | 647150 7.076% | $12.00 | 1 | 0 | |
JCP Investment Management, LLC | 10 percent owner | 430214 4.704% | $12.00 | 1 | 0 | +9.57% |
CASEY BRIAN O | President & CEO | 369217 4.0371% | $12.00 | 4 | 34 | <0.0001% |
BYRNE SUSAN M | director | 252293 2.7586% | $12.00 | 11 | 133 | <0.0001% |
WOOLDRIDGE RAYMOND E | director | 77597 0.8485% | $12.00 | 3 | 15 | +5% |
Freeman Mark | Chief Investment Officer | 64250 0.7025% | $12.00 | 0 | 9 | |
FRANK RICHARD M | director | 60866 0.6655% | $12.00 | 12 | 4 | +2.22% |
HARDCASTLE WILLIAM R JR | Chief Financial Officer | 56000 0.6123% | $12.00 | 0 | 3 | |
SCHAER JOYCE A | SVP - Westwood Management | 43328 0.4738% | $12.00 | 0 | 1 | |
Root Randall L. | Pres., Westwood Trust Dallas | 35317 0.3862% | $12.00 | 0 | 3 | |
FRAZE PATRICIA | EVP - Westwood Management | 34595 0.3783% | $12.00 | 0 | 2 | |
Gomez Fabian | Chief Operating Officer | 29242 0.3197% | $12.00 | 0 | 6 | |
Gerron Julie Kramer | General Counsel & CCO | 27631 0.3021% | $12.00 | 0 | 8 | |
Whitten Michael Craig | Principal Accounting Officer | 22880 0.2502% | $12.00 | 0 | 11 | |
Pappas James C | 16795 0.1836% | $12.00 | 0 | 1 | ||
RIGGS LEONARD M JR | director | 10000 0.1093% | $12.00 | 2 | 0 | |
Weiland Martin J | director | 7554 0.0826% | $12.00 | 0 | 1 | |
Norman Geoffrey | director | 3250 0.0355% | $12.00 | 1 | 8 | +51.84% |
DAVIS TOM C | director | 2500 0.0273% | $12.00 | 1 | 7 | +31.55% |
McTeer Robert Doyal | director | 2500 0.0273% | $12.00 | 1 | 0 | +13.72% |
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 | |
North Star Investment Management Corp | $4.36M | 3.8 | 353,837 | +1% | +$43,366.44 | 0.31 | |
Russell Investments Group Ltd | $2.99M | 2.6 | 242,324 | +16.71% | +$427,467.37 | <0.01 | |
Luther King Capital Management | $2.94M | 2.56 | 238,740 | -2.05% | -$61,600.00 | 0.01 | |
Dimensional Fund Advisors | $2.93M | 2.56 | 238,104 | +1.63% | +$46,951.52 | <0.01 | |
BlackRock | $2.67M | 2.33 | 217,103 | -1.51% | -$40,914.72 | <0.0001 | |
Acuitas Investments, LLC | $1.67M | 1.46 | 135,890 | +12.74% | +$189,161.30 | 0.88 | |
Gabelli Funds Llc | $1.29M | 1.12 | 104,673 | +5.15% | +$63,164.62 | 0.01 | |
Allred Capital Management Llc | $1.28M | 1.12 | 104,139 | 0% | +$0 | 0.5 | |
Aegis Financial Corporation | $1.23M | 1.07 | 100,002 | 0% | +$0 | 0.27 | |
Bridgeway Capital Management | $953,975.00 | 0.83 | 77,433 | +2.08% | +$19,404.01 | 0.02 | |
Geode Capital Management | $916,835.00 | 0.8 | 74,399 | -1.74% | -$16,242.00 | <0.0001 | |
Garner Asset Management Corp | $777,000.00 | 0.68 | 63,067 | +4.42% | +$32,919.66 | 0.4 | |
Bank of America | $705,998.00 | 0.62 | 57,305 | +10.61% | +$67,698.44 | <0.0001 | |
The Prosperity Consulting Group, LLC | $536,893.00 | 0.47 | 43,579 | New | +$536,893.00 | 0.07 | |
Northern Trust | $368,923.00 | 0.32 | 29,945 | -5.17% | -$20,093.95 | <0.0001 | |
State Street | $356,804.00 | 0.31 | 28,613 | 0% | +$0 | <0.0001 | |
Tealwood Asset Management | $317,056.00 | 0.28 | 25,735 | 0% | +$0 | 0.07 | |
Levin Capital Strategies | $314,259.00 | 0.27 | 25,508 | 0% | +$0 | 0.03 | |
Empowered Funds Llc | $274,502.00 | 0.24 | 22,281 | +7.61% | +$19,404.01 | 0.01 | |
Arete Wealth | $230,803.00 | 0.2 | 18,734 | +10.65% | +$22,212.97 | 0.02 | |
Wealth Enhancement Advisory Services LLC | $183,088.00 | 0.16 | 14,861 | New | +$183,088.00 | <0.01 | |
Citadel Advisors LLC | $182,533.00 | 0.16 | 14,816 | -43.58% | -$141,002.31 | <0.0001 | |
Connor Clark & Lunn Investment Management Ltd | $171,174.00 | 0.15 | 13,894 | +24.08% | +$33,214.70 | <0.0001 | |
T. Rowe Price | $163,000.00 | 0.14 | 13,200 | 0% | +$0 | <0.0001 | |
Gabelli Co Investment Advisers Inc | $135,520.00 | 0.12 | 11,000 | 0% | +$0 | 0.03 | |
Jane Street Capital | $131,799.00 | 0.12 | 10,698 | New | +$131,799.00 | <0.0001 | |
Highland Capital Management | $125,159.00 | 0.11 | 10,159 | 0% | +$0 | 0.02 | |
Morgan Stanley | $121,616.00 | 0.11 | 9,871 | +113.8% | +$64,732.09 | <0.0001 | |
Royal Bank of Canada | $90,000.00 | 0.08 | 7,280 | 0% | +$0 | <0.0001 | |
UBS | $24,936.00 | 0.02 | 2,024 | +70.51% | +$10,311.97 | <0.0001 | |
Wells Fargo | $18,772.00 | 0.02 | 1,524 | +14.67% | +$2,401.93 | <0.0001 | |
Advisor Group Holdings Inc | $8,624.00 | 0.01 | 700 | 0% | +$0 | <0.0001 | |
JPMorgan Chase | $6,073.00 | 0.01 | 493 | -21.75% | -$1,687.63 | <0.0001 | |
Qube Research & Technologies | $2,476.00 | <0.01 | 201 | 0% | +$0 | <0.0001 | |
Frost Bank | $1,639.00 | <0.01 | 133 | New | +$1,639.00 | <0.0001 | |
Fidelity Investments | $404.00 | <0.01 | 33 | -2.94% | -$12.24 | <0.0001 | |
Tower Research Capital | $74.00 | <0.01 | 6 | New | +$74.00 | <0.0001 |