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 | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $10,000 | -52.4% | 692 | -52.3% | 0.00% | – |
| Q4 2020 | $21,000 | +31.2% | 1,452 | 0.0% | 0.00% | – |
| Q3 2020 | $16,000 | -44.8% | 1,452 | -20.4% | 0.00% | – |
| Q2 2020 | $29,000 | -27.5% | 1,825 | -15.2% | 0.00% | – |
| Q1 2020 | $40,000 | -42.9% | 2,153 | -8.7% | 0.00% | – |
| Q4 2019 | $70,000 | +7.7% | 2,359 | 0.0% | 0.00% | – |
| Q3 2019 | $65,000 | +22.6% | 2,359 | +47.5% | 0.00% | – |
| Q2 2019 | $53,000 | -7.0% | 1,599 | 0.0% | 0.00% | – |
| Q1 2019 | $57,000 | +5.6% | 1,599 | 0.0% | 0.00% | – |
| Q4 2018 | $54,000 | -18.2% | 1,599 | +25.8% | 0.00% | – |
| Q3 2018 | $66,000 | -13.2% | 1,271 | 0.0% | 0.00% | – |
| Q2 2018 | $76,000 | -6.2% | 1,271 | -11.6% | 0.00% | – |
| Q1 2018 | $81,000 | -43.0% | 1,438 | -32.4% | 0.00% | – |
| Q4 2017 | $142,000 | -0.7% | 2,128 | 0.0% | 0.00% | – |
| Q3 2017 | $143,000 | +33.6% | 2,128 | +12.2% | 0.00% | – |
| Q2 2017 | $107,000 | +7.0% | 1,896 | 0.0% | 0.00% | – |
| Q1 2017 | $100,000 | -13.8% | 1,896 | -1.5% | 0.00% | – |
| Q4 2016 | $116,000 | +70.6% | 1,924 | +47.7% | 0.00% | – |
| Q3 2016 | $68,000 | 0.0% | 1,303 | 0.0% | 0.00% | – |
| Q2 2016 | $68,000 | -10.5% | 1,303 | 0.0% | 0.00% | – |
| Q1 2016 | $76,000 | +11.8% | 1,303 | 0.0% | 0.00% | – |
| Q4 2015 | $68,000 | -2.9% | 1,303 | 0.0% | 0.00% | – |
| Q3 2015 | $70,000 | -10.3% | 1,303 | 0.0% | 0.00% | – |
| Q2 2015 | $78,000 | -1.3% | 1,303 | 0.0% | 0.00% | – |
| Q1 2015 | $79,000 | +29.5% | 1,303 | +35.2% | 0.00% | – |
| Q4 2014 | $61,000 | 0.0% | 964 | -10.4% | 0.00% | – |
| Q3 2014 | $61,000 | – | 1,076 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Zuckerman Investment Group, LLC | 179,496 | $11,096,000 | 2.34% |
| Conestoga Capital Advisors, LLC | 530,177 | $32,776,000 | 2.28% |
| Hilton Capital Management, LLC | 66,852 | $4,133,000 | 1.34% |
| Greenwich Investment Management, Inc. | 23,586 | $1,458,000 | 1.16% |
| Hendershot Investments Inc. | 33,106 | $2,047,000 | 1.07% |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 129,680 | $8,017,000 | 1.03% |
| North Star Investment Management Corp. | 19,800 | $1,224,000 | 0.23% |
| GLOBEFLEX CAPITAL L P | 18,726 | $1,158,000 | 0.22% |
| Ativo Capital Management LLC | 8,261 | $511,000 | 0.21% |
| GAMCO INVESTORS, INC. ET AL | 632,418 | $39,096,000 | 0.20% |