WHG / Westwood Holdings Group, Inc. - Institutionellt ägande - Säljare

Westwood Holdings Group, Inc.
US ˙ NYSE ˙ US9617651040

Institutionellt ägande och fondägande - Säljare

Denna sida visar institutioner, fonder och större aktieägare som har minskat sina innehav eller stängt sina positioner under den senaste rapporteringsperioden. Röda rader indikerar stängda 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
(%)
2025-08-05 13F Prosperity Consulting Group, LLC 16 787 −3,82 262 −7,45
2025-08-26 NP NORTHERN FUNDS - NORTHERN SMALL CAP CORE FUND Class K 1 815 −5,52 28 −9,68
2025-05-15 13F Citadel Advisors Llc Call 0 −100,00 0
2025-06-30 NP PRFZ - Invesco FTSE RAFI US 1500 Small-Mid ETF This fund is a listed as child fund of Invesco Ltd. 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 622 −96,42 10 −95,12
2025-08-26 NP PENN SERIES FUNDS INC - Small Cap Index Fund 300 −3,54 5 0,00
2025-08-28 NP IWM - iShares Russell 2000 ETF This fund is a listed as child fund of BlackRock 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 84 461 −62,51 1 318 −59,56
2025-08-28 NP IWC - iShares Micro-Cap ETF This fund is a listed as child fund of BlackRock 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 16 832 −11,14 263 −14,38
2025-08-14 13F Goldman Sachs Group Inc 0 −100,00 0
2025-08-13 13F Gabelli Funds Llc 79 206 −8,76 1 236 −12,16
2025-07-24 NP FSMAX - Fidelity Extended Market Index Fund This fund is a listed as child fund of Fmr Llc 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 33 726 −1,09 499 −7,43
2025-05-15 13F Citadel Advisors Llc 0 −100,00 0
2025-08-29 NP GFSIX - The Gabelli Global Financial Services Fund CLASS I 53 858 −12,37 840 −15,58
2025-08-27 NP VITNX - Vanguard Institutional Total Stock Market Index Fund Institutional Shares 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 4 638 −34,13 72 −29,41
2025-08-26 NP EQ ADVISORS TRUST - EQ/2000 Managed Volatility Portfolio Class IB 5 346 −60,92 83 −57,87
2025-08-18 NP PACIFIC SELECT FUND - Small-Cap Index Portfolio Class I 1 418 −48,36 22 −43,59
2025-08-28 NP IWN - iShares Russell 2000 Value ETF This fund is a listed as child fund of BlackRock 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 50 070 −46,77 781 −42,57
2025-06-26 NP DFQTX - U.s. Core Equity 2 Portfolio - Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp 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 25 506 −9,57 426 −2,07
2025-08-11 13F Aegis Financial Corp 99 926 −0,08 1 559 −3,83
2025-08-26 NP EQ ADVISORS TRUST - ATM Small Cap Managed Volatility Portfolio Class K 1 152 −79,53 18 −79,01
2025-08-27 NP BBVSX - Bridge Builder Small/Mid Cap Value Fund 2 508 −10,84 39 −2,50
2025-04-09 13F Marquette Asset Management, LLC 0 −100,00 0
2025-07-31 13F Peapod Lane Capital LLC 87 068 −30,21 1 358 −32,81
2025-08-13 13F Russell Investments Group, Ltd. 48 223 −74,55 752 −75,50
2025-05-29 NP JAFEX - Total Stock Market Index Trust NAV 17 −98,76 0 −100,00
2025-08-14 13F Susquehanna International Group, Llp 18 098 −77,60 282 −78,44
2025-08-20 NP NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Small Cap Index Fund Class II 1 107 −23,18 17 −15,00
2025-08-28 NP SSTIX - State Street Total Return V.I.S. Fund Class 1 Shares This fund is a listed as child fund of State Street Corp 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 244 −90,10 4 −88,89
2025-05-02 13F Cullen/frost Bankers, Inc. 0 −100,00 0
2025-06-26 NP USMIX - Extended Market Index Fund 726 −15,97 12 −7,69
2025-08-14 13F Millennium Management Llc 0 −100,00 0
2025-08-26 NP Profunds - Profund Vp Ultrasmall-cap 26 −35,00 0
2025-08-26 NP Profunds - Profund Vp Small-cap 17 −41,38 0
2025-08-14 13F Jane Street Group, Llc 0 −100,00 0 −100,00
2025-08-28 NP BlackRock Variable Series Funds, Inc. - BlackRock Small Cap Index V.I. Fund Class I This fund is a listed as child fund of BlackRock, 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 691 −36,14 11 −33,33
2025-08-27 NP VEXMX - Vanguard Extended Market Index Fund Investor Shares 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 80 558 −28,87 1 257 −31,52
2025-05-15 13F 683 Capital Management, LLC 0 −100,00 0
2025-08-14 13F Hrt Financial Lp 0 −100,00 0
2025-08-22 NP DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Small Cap Index VIP Class A 1 138 −13,06 18 −5,56
2025-08-14 13F Arete Wealth Advisors, LLC 20 275 −0,41 0
2025-08-13 13F Renaissance Technologies Llc 401 658 −1,23 6 266 −4,89
2025-09-17 NP GMRAX - Nationwide Small Cap Index Fund Class A 624 −22,87 11 −28,57
2025-06-26 NP DFSVX - U.s. Small Cap Value Portfolio - Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp 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 12 595 −10,04 210 −2,33
2025-08-13 13F Garner Asset Management Corp 133 184 −9,03 2 079 −12,32
2025-08-26 NP QUANTITATIVE MASTER SERIES LLC - Master Small Cap Index Series 9 783 −13,18 153 −6,17
2025-08-15 13F Tower Research Capital LLC (TRC) 8 −97,65 0 −100,00
2025-08-29 NP JAEWX - Small Cap Index Trust NAV 2 235 −15,76 35 −17,07
2025-08-07 13F Connor, Clark & Lunn Investment Management Ltd. 11 395 −15,34 178 −18,81
2025-08-26 NP NSIDX - Northern Small Cap Index Fund 3 469 −23,74 54 −16,92
2025-04-16 13F Wealth Enhancement Advisory Services, Llc 0 −100,00 0 −100,00
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Cap Index Fund Standard Class 5 900 −39,88 92 −34,75
2025-08-13 13F Gamco Investors, Inc. Et Al 444 000 −2,03 6 926 −5,65
2025-08-11 13F Citigroup Inc 2 498 −61,64 39 −63,81
2025-08-13 13F Northwestern Mutual Wealth Management Co 0 −100,00 0
2025-08-14 13F Deprince Race & Zollo Inc 0 −100,00 0
2025-05-15 13F Qube Research & Technologies Ltd 0 −100,00 0
2025-06-26 NP DFVEX - U.s. Vector Equity Portfolio - Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp 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 10 863 −12,66 181 −5,24
2025-06-18 NP NWHDX - Nationwide Bailard Cognitive Value Fund Class A 0 −100,00 0 −100,00
2025-08-26 NP EQ ADVISORS TRUST - 1290 VT Small Cap Value Portfolio Class IB 697 −31,40 11 −28,57
2025-08-19 NP RIFBX - U.S. Small Cap Equity Fund 6 618 −68,50 103 −69,71
2025-08-14 13F Ancora Advisors, LLC 10 009 −21,88 156 −24,64
2025-09-04 13F/A Advisor Group Holdings, Inc. 668 −28,94 10 −33,33
2025-06-18 NP REBYX - U.S. Small Cap Equity Fund Class Y 61 192 −22,97 1 022 −16,45
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