WESTWOOD HLDGS GROUP INC shareholder history

Current and past WESTWOOD HLDGS GROUP INC shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
KING LUTHER CAPITAL MANAGEMENT CORP 42420.00%0.02%0.04%Q2 2013Q3 202342
GEODE CAPITAL MANAGEMENT, LLC 42420.00%0.00%0.00%Q2 2013Q3 202342
Renaissance Technologies 42420.01%0.02%0.02%Q2 2013Q3 202342
STATE STREET CORP 42420.00%0.00%0.00%Q2 2013Q3 202342
VANGUARD GROUP INC 42420.00%0.00%0.00%Q2 2013Q3 202342
NORTHERN TRUST CORP 42420.00%0.00%0.00%Q2 2013Q3 202342
WELLS FARGO & COMPANY/MN 42420.00%0.01%0.01%Q2 2013Q3 202342
DIMENSIONAL FUND ADVISORS LP 42420.00%0.01%0.01%Q2 2013Q3 202342
BlackRock Inc. 42420.00%0.00%0.00%Q2 2013Q3 202342
GAMCO INVESTORS, INC. ET AL 42420.05%0.16%0.26%Q2 2013Q3 202342
BANK OF AMERICA CORP /DE/ 42420.00%0.00%0.00%Q2 2013Q3 202342
North Star Investment Management Corp. 42420.00%0.25%0.46%Q2 2013Q3 202342
ROYAL BANK OF CANADA 42420.00%0.00%0.00%Q2 2013Q3 202342
MORGAN STANLEY 40400.00%0.00%0.00%Q4 2013Q3 202340
TWO SIGMA ADVISERS, LP 27110.00%0.00%0.00%Q4 2013Q3 202338
PARAMETRIC PORTFOLIO ASSOCIATES LLC 36360.00%0.00%0.00%Q2 2013Q1 202236
Bank of New York Mellon Corp 3240.00%0.00%0.00%Q2 2013Q3 202236
UBS Group AG 36360.00%0.00%0.00%Q4 2014Q3 202336
CITIGROUP INC 33330.00%0.00%0.00%Q2 2013Q2 202133
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 33330.00%0.00%0.00%Q1 2013Q1 202133
RHUMBLINE ADVISERS 3210.00%0.00%0.00%Q2 2013Q2 202333
BARCLAYS PLC 22110.00%0.00%0.00%Q2 2013Q3 202133
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 32320.00%0.00%0.00%Q2 2013Q1 202132
AMERICAN INTERNATIONAL GROUP, INC. 32320.00%0.00%0.00%Q2 2013Q1 202132
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 32320.00%0.00%0.00%Q2 2013Q1 202132
DEUTSCHE BANK AG\ 31310.00%0.00%0.00%Q3 2013Q1 202131
Copeland Capital Management, LLC 31310.00%0.03%0.07%Q2 2013Q4 202031
DEPRINCE RACE & ZOLLO INC 2910.02%0.13%0.31%Q2 2013Q3 202330
Citadel Advisors 1210.00%0.00%0.00%Q4 2013Q3 202330
Tower Research Capital LLC (TRC) 1110.00%0.00%0.01%Q2 2014Q3 202329
BNP PARIBAS FINANCIAL MARKETS 2230.00%0.00%0.00%Q1 2014Q3 202129
TWO SIGMA INVESTMENTS, LP 1430.00%0.00%0.01%Q2 2013Q1 202229
AMERIPRISE FINANCIAL INC 29290.00%0.00%0.00%Q2 2013Q2 202029
PRICE T ROWE ASSOCIATES INC /MD/ 1210.00%0.00%0.00%Q2 2013Q1 202328
ROYCE & ASSOCIATES LP 28280.01%0.14%0.22%Q2 2013Q1 202028
JPMORGAN CHASE & CO 2440.00%0.00%0.00%Q3 2016Q3 202328
ALLIANCEBERNSTEIN L.P. 1980.00%0.00%0.00%Q2 2013Q4 202027
Legal & General Group Plc 27270.00%0.00%0.00%Q3 2014Q1 202127
Invesco Ltd. 15120.00%0.00%0.00%Q2 2013Q4 202027
MILLENNIUM MANAGEMENT LLC 1210.00%0.00%0.00%Q4 2013Q2 202327
METROPOLITAN LIFE INSURANCE CO/NY 27270.00%0.00%0.00%Q2 2013Q4 201927
GOLDMAN SACHS GROUP INC 1710.00%0.00%0.00%Q2 2012Q2 202127
BANK OF MONTREAL /CAN/ 1320.00%0.00%0.00%Q2 2013Q1 202126
STRS OHIO 25250.00%0.00%0.00%Q2 2013Q2 201925
SCHRODER INVESTMENT MANAGEMENT GROUP 25250.00%0.00%0.00%Q2 2013Q2 201925
Conestoga Capital Advisors, LLC 25250.39%1.79%2.32%Q1 2013Q1 201925
NEW YORK STATE COMMON RETIREMENT FUND 25250.00%0.00%0.00%Q2 2015Q2 202125
BRYN MAWR TRUST Co 25250.04%0.11%0.15%Q1 2013Q1 201925
PANAGORA ASSET MANAGEMENT INC 13120.00%0.00%0.01%Q1 2014Q1 202125
TIAA CREF INVESTMENT MANAGEMENT LLC 24240.00%0.00%0.00%Q2 2013Q1 201924
Hendershot Investments Inc. 24240.43%1.28%1.83%Q2 2013Q1 201924
TEACHERS ADVISORS, LLC 24240.00%0.00%0.00%Q2 2013Q1 201924
Russell Investments Group, Ltd. 14100.00%0.00%0.01%Q4 2016Q3 202324
PNC FINANCIAL SERVICES GROUP, INC. 13100.00%0.00%0.00%Q1 2014Q3 202023
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 23230.31%0.86%1.11%Q2 2013Q4 201823
GLENMEDE TRUST CO NA 2120.00%0.00%0.00%Q2 2013Q1 201923
VOYA INVESTMENT MANAGEMENT LLC 22220.00%0.00%0.00%Q2 2013Q3 201822
Swiss National Bank 22220.00%0.00%0.00%Q4 2014Q1 202022
MANUFACTURERS LIFE INSURANCE COMPANY, THE 2110.00%0.00%0.00%Q2 2013Q2 201922
SUSQUEHANNA INTERNATIONAL GROUP, LLP 510.00%0.00%0.00%Q4 2013Q3 202322
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 22220.00%0.00%0.00%Q2 2013Q3 201822
US BANCORP \DE\ 2010.00%0.00%0.00%Q4 2013Q1 201921
CREDIT SUISSE AG/ 1650.00%0.00%0.00%Q1 2013Q3 201921
FMR LLC 21210.00%0.00%0.00%Q3 2018Q3 202321
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.00%0.00%Q3 2018Q3 202321
FIRST TRUST ADVISORS LP 1640.00%0.00%0.00%Q3 2014Q2 202020
FENIMORE ASSET MANAGEMENT INC 20200.16%0.24%0.35%Q2 2013Q1 201820
Allred Capital Management, LLC 20200.53%1.13%2.39%Q4 2018Q3 202320
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1450.00%0.00%0.00%Q2 2015Q1 202019
WELLINGTON MANAGEMENT GROUP LLP 1720.00%0.00%0.01%Q4 2013Q1 202119
Nationwide Fund Advisors 18180.00%0.00%0.00%Q2 2013Q3 201718
Ameritas Investment Partners, Inc. 17170.00%0.00%0.00%Q1 2017Q1 202117
CWM, LLC 1060.00%0.00%0.00%Q1 2019Q1 202316
BLACKROCK ADVISORS LLC 15150.00%0.00%0.00%Q2 2013Q4 201615
BlackRock Institutional Trust Company, N.A. 15150.00%0.00%0.00%Q2 2013Q4 201615
GABELLI FUNDS LLC 1320.00%0.01%0.01%Q4 2018Q3 202315
BlackRock Fund Advisors 15150.00%0.00%0.00%Q2 2013Q4 201615
BlackRock Investment Management, LLC 15150.00%0.00%0.00%Q2 2013Q4 201615
GREAT WEST LIFE ASSURANCE CO /CAN/ 1220.00%0.00%0.00%Q3 2016Q1 202014
MARTINGALE ASSET MANAGEMENT L P 1220.01%0.02%0.03%Q4 2013Q2 202014
JOHNSON INVESTMENT COUNSEL INC 14140.01%0.02%0.02%Q2 2016Q3 201914
MENTA CAPITAL LLC 910.03%0.17%0.25%Q2 2013Q2 201914
Granite Investment Partners, LLC 14140.05%0.09%0.15%Q2 2013Q3 201614
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 13130.00%0.00%0.00%Q1 2019Q1 202213
Grantham, Mayo, Van Otterloo & Co. LLC 13130.00%0.01%0.02%Q2 2019Q2 202213
Marquette Asset Management, LLC 13130.05%0.09%0.12%Q3 2020Q3 202313
BRIDGEWAY CAPITAL MANAGEMENT, LLC 13130.01%0.02%0.03%Q3 2020Q3 202313
OSAIC HOLDINGS, INC. 910.00%0.00%0.00%Q1 2020Q3 202313
D. E. Shaw & Co., Inc. 1210.00%0.00%0.00%Q3 2018Q4 202113
Greenwich Investment Management, Inc. 13130.53%1.82%3.25%Q4 2013Q4 201613
BROWN ADVISORY INC 13130.00%0.00%0.00%Q1 2016Q1 201913
OXFORD ASSET MANAGEMENT LLP 12120.01%0.03%0.04%Q1 2017Q4 201912
ENVESTNET ASSET MANAGEMENT INC 12120.00%0.00%0.00%Q3 2015Q2 201812
Stanley-Laman Group, Ltd. 810.04%0.12%0.17%Q4 2013Q3 201812
BESSEMER GROUP INC 12120.00%0.00%0.00%Q3 2017Q2 202012
FNY Investment Advisers, LLC 710.00%0.00%0.00%Q2 2018Q3 202312
RUSSELL FRANK CO/ 12120.00%0.00%0.01%Q2 2013Q1 201612
Hodges Capital Management Inc. 840.04%0.09%0.18%Q4 2016Q2 202212
Wallace Capital Management Inc. 12120.02%0.02%0.03%Q4 2020Q3 202312
HANCOCK WHITNEY CORP 11110.22%0.35%0.42%Q1 2016Q3 201811
GSA CAPITAL PARTNERS LLP 410.02%0.04%0.06%Q2 2014Q4 202011
GLOBEFLEX CAPITAL L P 910.00%0.08%0.22%Q2 2013Q2 202110
BlackRock Japan Co. Ltd 10100.00%0.00%0.00%Q3 2013Q4 201510
Zuckerman Investment Group, LLC 10100.52%1.92%2.75%Q4 2012Q1 201510
Aperio Group, LLC 910.00%0.00%0.00%Q4 2016Q2 201910
Ativo Capital Management LLC 10100.11%0.17%0.21%Q1 2014Q2 201610
Hillsdale Investment Management Inc. 910.01%0.13%0.18%Q1 2014Q4 202110
GUGGENHEIM CAPITAL LLC 990.00%0.00%0.01%Q1 2017Q1 20199
ProShare Advisors LLC 410.00%0.04%0.08%Q3 2013Q4 20199
Hilton Capital Management, LLC 990.08%1.23%1.71%Q4 2013Q4 20159
MetLife Investment Management, LLC 990.00%0.00%0.00%Q4 2017Q4 20199
PRUDENTIAL FINANCIAL INC 880.00%0.00%0.00%Q4 2013Q3 20158
KENNEDY CAPITAL MANAGEMENT LLC 880.01%0.08%0.11%Q4 2014Q3 20168
Stone Ridge Asset Management LLC 440.01%0.02%0.03%Q4 2017Q4 20198
LOOMIS SAYLES & CO L P 880.00%0.00%0.00%Q4 2015Q3 20178
BlackRock Group LTD 610.00%0.00%0.00%Q3 2013Q4 20168
JCP Investment Management, LLC 885.55%7.91%10.66%Q4 2021Q3 20238
Allspring Global Investments Holdings, LLC 880.01%0.01%0.01%Q4 2021Q3 20238
LORD, ABBETT & CO. LLC 880.00%0.01%0.01%Q3 2013Q2 20158
Nuveen Asset Management, LLC 880.00%0.00%0.00%Q2 2019Q1 20218
AQR Capital Management 880.00%0.00%0.00%Q3 2018Q2 20208
BRIDGES INVESTMENT MANAGEMENT INC 770.04%0.09%0.18%Q1 2018Q3 20197
TRUIST FINANCIAL CORP 430.00%0.00%0.01%Q2 2016Q1 20187
Alberta Investment Management Corp 770.00%0.00%0.01%Q4 2018Q2 20207
TEACHER RETIREMENT SYSTEM OF TEXAS 770.00%0.00%0.00%Q4 2014Q2 20167
Capital Impact Advisors, LLC 770.00%0.15%0.27%Q2 2014Q4 20157
CAPTRUST FINANCIAL ADVISORS 770.00%0.00%0.00%Q4 2020Q2 20227
COMERICA BANK 770.00%0.00%0.01%Q3 2017Q1 20197
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 410.00%0.00%0.00%Q1 2014Q3 20217
Squarepoint Ops LLC 520.00%0.00%0.01%Q1 2019Q4 20207
Stephens Consulting, LLC 770.00%0.00%0.00%Q4 2021Q2 20237
Advisor Group, Inc. 610.00%0.00%0.00%Q4 2017Q4 20197
MEEDER ASSET MANAGEMENT INC 770.00%0.00%0.00%Q1 2017Q3 20187
THIRD AVENUE MANAGEMENT LLC 660.35%0.43%0.50%Q2 2013Q3 20146
SEI INVESTMENTS CO 410.00%0.00%0.00%Q3 2015Q2 20206
IFP Advisors, Inc 660.00%0.00%0.00%Q1 2020Q2 20216
BARROW HANLEY MEWHINNEY & STRAUSS LLC 660.00%0.00%0.00%Q4 2018Q1 20206
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 660.01%0.01%0.02%Q1 2019Q2 20206
Independent Portfolio Consultants, Inc. 660.01%0.07%0.11%Q2 2014Q3 20156
Berman Capital Advisors, LLC 660.00%0.00%0.00%Q2 2019Q3 20206
Penserra Capital Management LLC 510.00%0.00%0.00%Q4 2015Q3 20176
UBS AG 660.00%0.00%0.00%Q2 2013Q3 20146
SIMPLEX TRADING, LLC 420.00%0.00%0.00%Q2 2019Q3 20216
WINTON GROUP Ltd 550.01%0.01%0.01%Q3 2019Q3 20205
PRINCIPAL FINANCIAL GROUP INC 320.00%0.00%0.00%Q4 2013Q2 20185
Assenagon Asset Management S.A. 110.00%0.00%0.01%Q4 2018Q1 20235
Ancora Advisors LLC 550.03%0.07%0.09%Q2 2021Q2 20225
Centiva Capital, LP 550.00%0.00%0.01%Q3 2021Q3 20225
PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. 410.11%0.16%0.31%Q3 2020Q3 20235
FIRST QUADRANT LLC/CA 410.01%0.01%0.02%Q2 2017Q2 20205
Advisors Asset Management, Inc. 440.00%0.00%0.00%Q2 2013Q1 20144
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 440.00%0.01%0.01%Q2 2021Q1 20224
Quantamental Technologies LLC 440.01%0.01%0.02%Q4 2018Q3 20194
ETF MANAGERS GROUP, LLC 440.00%0.00%0.01%Q2 2017Q1 20184
NATIONAL PENN INVESTORS TRUST CO /PA 310.03%0.03%0.04%Q2 2013Q1 20164
Zurcher Kantonalbank (Zurich Cantonalbank) 440.00%0.00%0.00%Q2 2019Q1 20204
CIGNA INVESTMENTS INC /NEW 440.02%0.02%0.02%Q2 2017Q1 20184
IMPAX ASSET MANAGEMENT LLC 440.01%0.03%0.06%Q2 2013Q1 20144
AMERICAN CENTURY COMPANIES INC 210.00%0.00%0.00%Q3 2014Q2 20194
AEGIS FINANCIAL CORP 440.62%0.83%0.98%Q4 2022Q3 20234
Acrospire Investment Management LLC 220.02%0.03%0.04%Q1 2016Q2 20174
STIFEL FINANCIAL CORP 440.00%0.00%0.00%Q1 2020Q4 20204
Employees Retirement System of Texas 440.01%0.02%0.02%Q3 2021Q2 20224
TOCQUEVILLE ASSET MANAGEMENT L.P. 330.00%0.00%0.00%Q4 2013Q2 20143
GROUP ONE TRADING, L.P. 210.00%0.00%0.00%Q3 2020Q2 20213
Rafferty Asset Management, LLC 330.03%0.03%0.04%Q2 2015Q4 20153
NORTHSTAR WEALTH PARTNERS LLC 330.12%0.13%0.14%Q1 2018Q3 20183
Glassman Wealth Services 330.00%0.00%0.00%Q2 2019Q4 20193
Cove Street Capital, LLC 330.09%0.12%0.13%Q4 2018Q2 20193
HRT FINANCIAL LP 210.00%0.00%0.01%Q3 2019Q3 20213
Brandywine Global Investment Management, LLC 330.00%0.00%0.00%Q3 2015Q1 20163
LEVIN CAPITAL STRATEGIES, L.P. 330.02%0.03%0.04%Q1 2023Q3 20233
Rockefeller Capital Management L.P. 330.00%0.00%0.00%Q2 2022Q4 20223
DENALI ADVISORS LLC 330.00%0.00%0.00%Q2 2019Q4 20193
LOS ANGELES CAPITAL MANAGEMENT LLC 330.00%0.00%0.00%Q1 2020Q3 20203
Dynamic Technology Lab Private Ltd 110.04%0.16%0.39%Q1 2013Q2 20203
VICTORY CAPITAL MANAGEMENT INC 330.00%0.00%0.00%Q3 2019Q1 20203
Parallel Advisors, LLC 330.00%0.00%0.00%Q4 2018Q2 20193
Ergoteles LLC 330.01%0.02%0.02%Q2 2021Q4 20213
JACOBS LEVY EQUITY MANAGEMENT, INC 330.00%0.00%0.00%Q2 2020Q4 20203
TORONTO DOMINION BANK 330.00%0.00%0.00%Q1 2013Q3 20133
BALYASNY ASSET MANAGEMENT L.P. 330.00%0.00%0.00%Q4 2017Q2 20183
IHT Wealth Management, LLC 220.01%0.01%0.01%Q4 2016Q1 20172
QUADRANT CAPITAL GROUP LLC 110.00%0.00%0.00%Q1 2019Q3 20202
Mawer Investment Management Ltd. 220.08%0.12%0.17%Q2 2013Q3 20132
TFS CAPITAL LLC 110.03%0.04%0.06%Q4 2013Q4 20162
GABELLI & Co INVESTMENT ADVISERS, INC. 220.02%0.02%0.02%Q2 2023Q3 20232
Emerald Acquisition Ltd. 220.00%0.00%0.00%Q2 2016Q3 20162
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS 220.02%0.02%0.02%Q2 2013Q3 20132
Empowered Funds, LLC 220.01%0.01%0.01%Q2 2023Q3 20232
Callodine Capital Management, LP 220.03%0.03%0.03%Q4 2022Q1 20232
WESTWOOD HOLDINGS GROUP INC 110.02%0.03%0.03%Q3 2017Q1 20202
PDT Partners, LLC 220.01%0.01%0.01%Q1 2018Q2 20182
WBI INVESTMENTS, LLC 110.02%0.03%0.03%Q4 2017Q2 20182
Creative Planning 110.00%0.00%0.00%Q1 2016Q1 20172
Gotham Asset Management, LLC 110.01%0.01%0.02%Q2 2013Q1 20142
Municipal Employees' Retirement System of Michigan 220.02%0.03%0.04%Q2 2019Q3 20192
Winchester Group Inc. 220.27%0.29%0.31%Q2 2013Q3 20132
Eagle Bay Advisors LLC 220.00%0.00%0.00%Q2 2021Q3 20212
Man Group plc 220.00%0.00%0.00%Q2 2018Q3 20182
Wealthspire Advisors, L.P. 220.00%0.00%0.00%Q4 2018Q1 20192
PRELUDE CAPITAL MANAGEMENT, LLC 220.00%0.00%0.00%Q1 2019Q2 20192
Acuitas Investments, LLC 220.72%0.79%0.87%Q2 2023Q3 20232
Ground Swell Capital, LLC 220.01%0.02%0.03%Q2 2014Q3 20142
THRIVENT FINANCIAL FOR LUTHERANS 220.00%0.00%0.00%Q2 2017Q3 20172
MOODY NATIONAL BANK TRUST DIVISION 220.00%0.00%0.00%Q4 2018Q1 20192
SG Americas Securities, LLC 110.00%0.00%0.00%Q4 2015Q2 20182
Parallax Volatility Advisers, L.P. 110.00%0.00%0.00%Q4 2017Q4 20182
NISA INVESTMENT ADVISORS, LLC 110.00%0.00%0.00%Q1 2019Q4 20192
NORDEA INVESTMENT MANAGEMENT AB 220.00%0.00%0.00%Q4 2018Q1 20192
FENIMORE ASSET MANAGEMENT TRUST 110.17%0.17%0.17%Q3 2013Q3 20131
BENJAMIN F. EDWARDS & COMPANY, INC. 110.00%0.00%0.00%Q2 2019Q2 20191
WEALTHCARE CAPITAL MANAGEMENT LLC 110.00%0.00%0.00%Q1 2021Q1 20211
MOODY ALDRICH PARTNERS LLC 111.04%1.04%1.04%Q1 2016Q1 20161
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 110.00%0.00%0.00%Q4 2019Q4 20191
Hutchin Hill Capital, LP 110.08%0.08%0.08%Q4 2017Q4 20171
EA Series Trust 110.01%0.01%0.01%Q2 2023Q2 20231
Garner Asset Management Corp 110.08%0.08%0.08%Q3 2023Q3 20231
Virtu Financial LLC 110.01%0.01%0.01%Q1 2018Q1 20181
FIFTH THIRD BANCORP 110.00%0.00%0.00%Q1 2019Q1 20191
Marshall Wace North America L.P. 110.00%0.00%0.00%Q3 2019Q3 20191
Arete Wealth Advisors, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
ELLINGTON MANAGEMENT GROUP LLC 110.11%0.11%0.11%Q4 2013Q4 20131
Weaver C. Barksdale & Associates, Inc. 110.56%0.56%0.56%Q2 2017Q2 20171
Tibra Equities Europe Ltd 110.10%0.10%0.10%Q2 2021Q2 20211
NOMURA HOLDINGS INC 110.00%0.00%0.00%Q4 2014Q4 20141
Osmium Partners, LLC 113.69%3.69%3.69%Q4 2020Q4 20201
Advisory Services Network, LLC 110.00%0.00%0.00%Q3 2018Q3 20181
Cornerstone Advisors, Inc. 110.00%0.00%0.00%Q3 2020Q3 20201
Repertoire Partners LP 111.32%1.32%1.32%Q3 2023Q3 20231
Connor, Clark & Lunn Investment Management Ltd. 110.00%0.00%0.00%Q2 2019Q2 20191
PEAK6 Group LLC 110.00%0.00%0.00%Q3 2016Q3 20161
Qube Research & Technologies Ltd 110.00%0.00%0.00%Q3 2023Q3 20231
Delpha Capital Management, LLC 110.01%0.01%0.01%Q4 2017Q4 20171
Virtus Fund Advisers, LLC 110.00%0.00%0.00%Q2 2014Q2 20141
ALPS ADVISORS INC 110.00%0.00%0.00%Q2 2018Q2 20181
Pinnacle Wealth Planning Services, Inc. 110.00%0.00%0.00%Q4 2020Q4 20201
State of Tennessee, Treasury Department 110.00%0.00%0.00%Q2 2019Q2 20191
Caption Management, LLC 110.01%0.01%0.01%Q2 2023Q2 20231
Virtu KCG Holdings LLC 110.01%0.01%0.01%Q4 2016Q4 20161
Opus Capital Group, LLC 110.06%0.06%0.06%Q3 2018Q3 20181
Simplicity Solutions, LLC 110.07%0.07%0.07%Q4 2015Q4 20151
BROWN BROTHERS HARRIMAN & CO 110.00%0.00%0.00%Q1 2020Q1 20201
MARSHALL WACE, LLP 110.01%0.01%0.01%Q3 2018Q3 20181
Summit Trail Advisors, LLC 110.00%0.00%0.00%Q4 2017Q4 20171
Campbell Wealth Management 110.00%0.00%0.00%Q2 2020Q2 20201
ACADIAN ASSET MANAGEMENT LLC 110.00%0.00%0.00%Q4 2017Q4 20171
J.Safra Asset Management Corp 110.25%0.25%0.25%Q4 2015Q4 20151
SECOR Capital Advisors, LP 110.01%0.01%0.01%Q4 2017Q4 20171
Clean Yield Group 110.01%0.01%0.01%Q1 2020Q1 20201
DUPONT CAPITAL MANAGEMENT CORP 110.01%0.01%0.01%Q2 2020Q2 20201
Regent Peak Wealth Advisors LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Paloma Partners Management Co 110.02%0.02%0.02%Q4 2013Q4 20131
Cutler Group LLC / CA 110.00%0.00%0.00%Q3 2017Q3 20171
PIEDMONT INVESTMENT ADVISORS INC 110.00%0.00%0.00%Q2 2018Q2 20181
CANADA PENSION PLAN INVESTMENT BOARD 110.00%0.00%0.00%Q1 2019Q1 20191
TOMPKINS FINANCIAL CORP 110.00%0.00%0.00%Q2 2016Q2 20161
External links

This page lists all the filers that currently own WESTWOOD HLDGS GROUP INC or have owned WESTWOOD HLDGS GROUP INC in the past.