WESTWOOD HLDGS GROUP INC's ticker is WHG and the CUSIP is 961765104. A total of 43 filers reported holding WESTWOOD HLDGS GROUP INC in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $111,305 | -30.1% | 10,966 | -14.6% | 0.00% | – |
| Q2 2023 | $159,241 | +5.5% | 12,842 | -4.7% | 0.00% | – |
| Q1 2023 | $150,988 | -32.6% | 13,469 | +14.2% | 0.00% | – |
| Q3 2021 | $224,000 | -29.3% | 11,792 | -58.6% | 0.00% | – |
| Q3 2020 | $317,000 | +100.6% | 28,498 | +182.6% | 0.00% | – |
| Q2 2020 | $158,000 | -67.5% | 10,084 | -62.0% | 0.00% | – |
| Q1 2020 | $486,000 | -47.9% | 26,528 | -15.7% | 0.00% | – |
| Q4 2019 | $932,000 | -2.4% | 31,482 | -8.8% | 0.00% | – |
| Q3 2019 | $955,000 | +17.2% | 34,529 | +49.1% | 0.00% | – |
| Q2 2019 | $815,000 | -3.7% | 23,165 | -3.5% | 0.00% | – |
| Q1 2019 | $846,000 | -39.0% | 24,001 | -41.1% | 0.00% | -100.0% |
| Q4 2018 | $1,386,000 | +4.5% | 40,774 | +59.0% | 0.00% | 0.0% |
| Q3 2018 | $1,326,000 | +193.4% | 25,641 | +238.0% | 0.00% | – |
| Q2 2018 | $452,000 | +46.8% | 7,587 | +39.1% | 0.00% | – |
| Q1 2018 | $308,000 | -22.2% | 5,453 | -8.9% | 0.00% | – |
| Q4 2017 | $396,000 | +110.6% | 5,986 | +66.0% | 0.00% | – |
| Q4 2015 | $188,000 | -59.2% | 3,605 | -57.5% | 0.00% | – |
| Q3 2015 | $461,000 | -59.1% | 8,480 | -55.1% | 0.00% | -100.0% |
| Q2 2015 | $1,126,000 | +2.1% | 18,903 | +3.4% | 0.00% | 0.0% |
| Q1 2015 | $1,103,000 | +61.7% | 18,289 | +65.7% | 0.00% | 0.0% |
| Q4 2014 | $682,000 | +35.9% | 11,038 | +24.8% | 0.00% | 0.0% |
| Q3 2014 | $502,000 | +88.7% | 8,846 | +99.6% | 0.00% | – |
| Q2 2014 | $266,000 | -40.9% | 4,431 | -38.3% | 0.00% | -100.0% |
| Q1 2014 | $450,000 | +3.9% | 7,179 | +2.6% | 0.00% | 0.0% |
| Q4 2013 | $433,000 | – | 6,998 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Zuckerman Investment Group, LLC | 183,453 | $11,015,000 | 2.37% |
| Conestoga Capital Advisors, LLC | 555,511 | $33,353,000 | 2.24% |
| Hilton Capital Management, LLC | 66,748 | $4,008,000 | 1.31% |
| Hendershot Investments Inc. | 26,110 | $1,568,000 | 0.92% |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 102,734 | $6,168,000 | 0.83% |
| Greenwich Investment Management, Inc. | 13,675 | $821,000 | 0.53% |
| THIRD AVENUE MANAGEMENT LLC | 414,877 | $24,909,000 | 0.48% |
| North Star Investment Management Corp. | 19,775 | $1,187,000 | 0.24% |
| FENIMORE ASSET MANAGEMENT INC | 63,596 | $3,818,000 | 0.21% |
| GAMCO INVESTORS, INC. ET AL | 657,135 | $39,454,000 | 0.21% |