Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Westwood Holdings Group, Inc. inkluderar Vanguard Capital Management Llc, Vanguard Fiduciary Trust Co, Vanguard Portfolio Management Llc, Advisor OS, LLC, Vanguard Global Advisers, LLC, Allworth Financial LP, och Root Financial Partners, LLC .
Denna sida visar förändringar i ägarstrukturen genom att lista institutioner, fonder och större aktieägare som har ökat sina innehav eller öppnat nya positioner under den senaste rapporteringsperioden. Gröna rader indikerar nya positioner. Klicka på länk symbolen för att se hela transaktionshistoriken.
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| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-11 | 13F | Connor, Clark & Lunn Investment Management Ltd. | 13 786 | 0,21 | 227 | −3,81 | ||||
| 2026-05-15 | 13F/A | Vanguard Capital Management Llc | 320 516 | 5 279 | ||||||
| 2026-05-15 | 13F | Westwood Holdings Group Inc | 444 245 | 7 317 | ||||||
| 2026-05-15 | 13F | Bridgeway Capital Management Inc | 97 350 | 3,80 | 1 603 | −0,68 | ||||
| 2026-05-15 | 13F | Tower Research Capital LLC (TRC) | 1 085 | 79,64 | 18 | 70,00 | ||||
| 2026-05-14 | 13F | GABELLI & Co INVESTMENT ADVISERS, INC. | 11 192 | 6,59 | 184 | 2,22 | ||||
| 2026-05-14 | 13F | Allworth Financial LP | 3 | 0 | ||||||
| 2026-05-15 | 13F | Empowered Funds, LLC | 41 898 | 9,29 | 690 | 4,70 | ||||
| 2026-05-21 | 13F | Essential Partners LLC | 7 | 250,00 | 0 | |||||
| 2026-05-08 | 13F | Vanguard Global Advisers, LLC | 2 622 | 43 | ||||||
| 2026-05-15 | 13F | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 3 582 | 2,58 | 59 | −3,33 | ||||
| 2026-04-23 | 13F | North Star Investment Management Corp. | 380 809 | 2,37 | 6 272 | −2,05 | ||||
| 2026-05-15 | 13F/A | EverSource Wealth Advisors, LLC | 3 | 200,00 | 0 | |||||
| 2026-01-29 | 13F | Vanguard Group Inc | 398 354 | 0,27 | 6 856 | 4,66 | ||||
| 2026-02-13 | 13F | Barclays Plc | 12 396 | 10,62 | 213 | 15,76 | ||||
| 2026-04-24 | 13F | Root Financial Partners, LLC | 3 | 0 | ||||||
| 2026-05-14 | 13F | Cwm, Llc | 51 | 240,00 | 1 | |||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 55 856 | 1,86 | 920 | −2,55 | ||||
| 2026-05-07 | 13F | Dimensional Fund Advisors Lp | 279 685 | 1,88 | 4 607 | −2,50 | ||||
| 2026-05-15 | 13F | MAI Capital Management | 87 | 155,88 | 1 | |||||
| 2026-02-13 | 13F | Sei Investments Co | 24 116 | 37,85 | 415 | 44,10 | ||||
| 2026-05-14 | 13F | Gabelli Funds Llc | 82 210 | 6,48 | 1 354 | 1,88 | ||||
| 2026-05-08 | 13F | Vanguard Portfolio Management Llc | 42 866 | 706 | ||||||
| 2026-05-05 | 13F | Bank of New York Mellon Corp | 21 436 | 1,05 | 353 | −3,29 | ||||
| 2026-05-05 | 13F | Allspring Global Investments Holdings, LLC | 613 114 | 1,04 | 9 749 | −8,88 | ||||
| 2026-04-28 | 13F | SBI Securities Co., Ltd. | 22 | 10,00 | 0 | |||||
| 2026-05-15 | 13F | State Street Corp | 88 397 | 1,93 | 1 469 | −2,33 | ||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 12 270 | 6,30 | 202 | 2,02 | ||||
| 2026-04-13 | 13F | True Wealth Design, LLC | 1 | 0 | ||||||
| 2026-05-08 | 13F | Vanguard Fiduciary Trust Co This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 46 448 | 765 | ||||||
| 2026-05-05 | 13F | Covestor Ltd | 13 | 62,50 | 0 | |||||
| 2026-05-15 | 13F | Price T Rowe Associates Inc /md/ | 18 102 | 8,90 | 0 | |||||
| 2026-05-15 | 13F | Cerity Partners LLC | 10 407 | 0,19 | 171 | −3,93 | ||||
| 2026-05-14 | 13F | Northern Trust Corp | 69 256 | 5,36 | 1 141 | 0,80 | ||||
| 2026-05-15 | 13F | Keating Financial Advisory Services, Inc. | 134 | 1,52 | 2 | 0,00 | ||||
| 2026-05-06 | 13F | Deutsche Bank Ag\ | 6 685 | 110 | ||||||
| 2026-05-07 | 13F | Advisor OS, LLC | 20 035 | 330 | ||||||
| 2026-05-11 | 13F | Citigroup Inc | 346 | 103,53 | 6 | 150,00 |
