Westwood Holdings Group, Inc. (WHG) Insider Trading Activity

NYSE$19.03+0.21 (1.12%)
Market Cap
$178.5M
Sector
Financial Services
Industry
Asset Management
Rank in Sector
620 of 628
Rank in Industry
116 of 116

WHG Insider Trading Activity

WHG Median Price and Trade Amounts History Chart

Statistics of Insider Transactions

Amount of Insider Buys and Sells

Buys
$0
0
0
Sells
$2,315,402
73
100

Related Transactions

Linton David OHead of Distribution
0
$0
1
$43,048
$-43,048
Forbes Murray IIIChief Financial Officer
0
$0
1
$46,373
$-46,373
Lockridge MatthewHead, U.S. Value Inv.
0
$0
1
$87,247
$-87,247
Gomez FabianPresident
0
$0
1
$100,937
$-100,937
Helfert AdrianCIO, Multi-Asset Inv.
0
$0
1
$174,722
$-174,722
CASEY BRIAN OCEO
0
$0
8
$531,443
$-531,443
BYRNE SUSAN MDirector Emerita
0
$0
60
$1.33M
$-1.33M

About Westwood Holdings Group, Inc.

Westwood Holdings Group, Inc. is an investment management firm that, operating through its various subsidiaries, offers a suite of financial services and actively manages client investment portfolios. The company's business activities are divided into two primary divisions: Advisory and Trust. The Advisory segment specializes in providing investment guidance and portfolio management services directly to a diverse client base, which includes corporate and public pension plans, endowments, foundations, private individuals, and the company's own …

Insider Activity of Westwood Holdings Group, Inc.

Over the last 12 months, insiders at Westwood Holdings Group, Inc. have bought $0 and sold $2.32M worth of Westwood Holdings Group, Inc. stock.

On average, over the past 5 years, insiders at Westwood Holdings Group, Inc. have bought $292,116 and sold $592,094 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.

2026-07-02SaleBYRNE SUSAN MDirector Emerita
4,481
0.047%
$19.88
$89,065
-3.98%
2026-07-01SaleBYRNE SUSAN MDirector Emerita
3,584
0.038%
$19.35
$69,361
-0.16%
2026-06-30SaleBYRNE SUSAN MDirector Emerita
1,091
0.0115%
$19.17
$20,911
+0.18%
2026-06-29SaleBYRNE SUSAN MDirector Emerita
7,192
0.0754%
$20.03
$144,045
-4.75%
2026-06-26SaleBYRNE SUSAN MDirector Emerita
4,274
0.0439%
$19.39
$82,856
-3.67%
2026-06-25SaleBYRNE SUSAN MDirector Emerita
500
0.0052%
$18.21
$9,104
+4.96%
2026-06-24SaleBYRNE SUSAN MDirector Emerita
1,300
0.0135%
$18.32
$23,820
+6.22%
2026-06-23SaleBYRNE SUSAN MDirector Emerita
2,500
0.0262%
$18.45
$46,118
+3.48%
2026-06-22SaleBYRNE SUSAN MDirector Emerita
1,000
0.0106%
$18.31
$18,305
+5.54%
2026-06-18SaleBYRNE SUSAN MDirector Emerita
1,594
0.0166%
$18.35
$29,243
+3.25%
2026-06-17SaleBYRNE SUSAN MDirector Emerita
350
0.0037%
$18.10
$6,335
+6.58%
2026-06-16SaleBYRNE SUSAN MDirector Emerita
1,634
0.0175%
$18.29
$29,893
+5.84%
2026-06-15SaleBYRNE SUSAN MDirector Emerita
2,910
0.0306%
$17.96
$52,266
+6.55%
2026-06-12SaleBYRNE SUSAN MDirector Emerita
4,367
0.0472%
$17.86
$78,000
+10.00%
2026-06-11SaleBYRNE SUSAN MDirector Emerita
3,300
0.0345%
$17.43
$57,519
+9.05%
2026-06-10SaleBYRNE SUSAN MDirector Emerita
1,800
0.0189%
$17.55
$31,587
+9.05%
2026-06-09SaleBYRNE SUSAN MDirector Emerita
1,900
0.0205%
$17.46
$33,171
+9.53%
2026-06-08SaleBYRNE SUSAN MDirector Emerita
607
0.0064%
$17.11
$10,386
+12.54%
2026-06-05SaleBYRNE SUSAN MDirector Emerita
616
0.0065%
$17.34
$10,684
+10.97%
2026-06-02SaleBYRNE SUSAN MDirector Emerita
406
0.0044%
$16.33
$6,631
+15.00%
Total: 772
*Gray background shows transactions not older than one year

Insider Historical Profitability

9.69%
CASEY BRIAN OCEO
530610
5.5945%
$9.99M443
<0.0001%
BYRNE SUSAN MDirector Emerita
230444
2.4297%
$4.34M11193
<0.0001%
GAMCO INVESTORS, INC. ET AL10 percent owner
804430
8.4815%
$15.14M164240
+19.73%
GABELLI MARIO J10 percent owner
647150
6.8233%
$12.18M10
JCP Investment Management, LLC10 percent owner
430214
4.536%
$8.1M10
+9.63%
WOOLDRIDGE RAYMOND Edirector
77597
0.8181%
$1.46M315
+4.98%
FRANK RICHARD Mdirector
60866
0.6417%
$1.15M124
+2.25%
RIGGS LEONARD M JRdirector
10000
0.1054%
$188,200.0020
Norman Geoffreydirector
3250
0.0343%
$61,165.0018
+51.82%
DAVIS TOM Cdirector
2500
0.0264%
$47,050.0017
+31.46%
McTeer Robert Doyaldirector
2500
0.0264%
$47,050.0010
+13.73%
*Gray background shows insiders who have made transactions during last year

WHG Institutional Investors: Active Positions

Increased Positions28+45.16%523,046+11.91%
Decreased Positions23-37.1%97,917-2.23%
New Positions7New455,687New
Sold Out Positions5Sold Out43,276Sold Out
Total Postitions67+8.06%5M+9.68%

WHG Ownership Change vs Market

Institutional Investor Ownership

Top Shareholders
Top Buyers
Top Sellers
New Shareholders
Sold-Out Shareholders
Active Shareholders
Allspring Global Investments Holdings, Llc$10,468.006.6%593,753+5,033+0.85%2025-09-30
Blackrock, Inc.$8,623.005.44%489,137+65,878+15.56%2025-09-30
Settian Capital Lp$8,295.005.23%470,515+40,507+9.42%2025-09-30
Vanguard Group Inc$7,004.004.41%397,265+11,223+2.91%2025-09-30
Renaissance Technologies Llc$6,852.004.32%388,658-13,000-3.24%2025-09-30
North Star Investment Management Corp.$6,479.004.08%367,477+17+<0.01%2025-09-30
Dimensional Fund Advisors Lp$4,815.003.03%273,088-5,191-1.86%2025-09-30
King Luther Capital Management Corp$3,262.002.06%185,00000%2025-09-30
Geode Capital Management, Llc$2,861.001.8%162,270+1,065+0.66%2025-09-30
Garner Asset Management Corp$2,384.001.5%135,211+2,027+1.52%2025-09-30

Financial Ratios

Summary
Comparison with Competitors

Price to Earnings

Price/Earnings to Growth

Price to Sales

Price to Book

Price/Free Cash Flow

Analyst Recommendations

Analyst Price Targets

No data is available at this moment.
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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.