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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $11,019 | +27.8% | 905 | +29.3% | 0.00% | – |
| Q1 2024 | $8,624 | -2.0% | 700 | 0.0% | 0.00% | – |
| Q4 2023 | $8,799 | -38.1% | 700 | -50.0% | 0.00% | – |
| Q3 2023 | $14,210 | +195.4% | 1,400 | +260.8% | 0.00% | – |
| Q2 2023 | $4,811 | +10.6% | 388 | 0.0% | 0.00% | – |
| Q1 2023 | $4,349 | +45.0% | 388 | +38.6% | 0.00% | – |
| Q3 2022 | $3,000 | -25.0% | 280 | +13.8% | 0.00% | – |
| Q2 2022 | $4,000 | -20.0% | 246 | -17.2% | 0.00% | – |
| Q1 2022 | $5,000 | +400.0% | 297 | +379.0% | 0.00% | – |
| Q4 2021 | $1,000 | 0.0% | 62 | 0.0% | 0.00% | – |
| Q3 2021 | $1,000 | 0.0% | 62 | 0.0% | 0.00% | – |
| Q2 2021 | $1,000 | 0.0% | 62 | 0.0% | 0.00% | – |
| Q1 2021 | $1,000 | 0.0% | 62 | 0.0% | 0.00% | – |
| Q4 2020 | $1,000 | – | 62 | +210.0% | 0.00% | – |
| Q3 2020 | $0 | -100.0% | 20 | -90.4% | 0.00% | – |
| Q1 2020 | $4,000 | – | 208 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hendershot Investments Inc. | 72,861 | $4,116,000 | 1.67% |
| Conestoga Capital Advisors, LLC | 700,565 | $39,575,000 | 1.52% |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 125,629 | $7,097,000 | 0.63% |
| HANCOCK WHITNEY CORP | 151,946 | $8,583,000 | 0.38% |
| North Star Investment Management Corp. | 51,794 | $2,926,000 | 0.35% |
| GAMCO INVESTORS, INC. ET AL | 556,891 | $31,459,000 | 0.21% |
| FENIMORE ASSET MANAGEMENT INC | 95,706 | $5,406,000 | 0.21% |
| ROYCE & ASSOCIATES LP | 436,800 | $24,675,000 | 0.17% |
| BRIDGES INVESTMENT MANAGEMENT INC | 63,156 | $3,568,000 | 0.16% |
| NORTHSTAR WEALTH PARTNERS LLC | 4,620 | $260,000 | 0.13% |