Propriedade Institucional e de Fundos - Compradores
Os principais detentores que abriram novas posições em Westwood Holdings Group, Inc. incluem Vanguard Capital Management Llc, Vanguard Fiduciary Trust Co, Vanguard Portfolio Management Llc, Advisor OS, LLC, Vanguard Global Advisers, LLC, Allworth Financial LP, e Root Financial Partners, LLC .
Esta página mostra mudanças na estrutura de propriedade listando instituições, fundos e principais acionistas que aumentaram suas participações ou abriram novas posições no último período de relatório. Linhas verdes indicam novas posições. Clique no link ícone para ver o histórico completo de transações.
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| Data do Arquivo | Fonte | Investidor | Tipo | Preço Médio (Est) |
Ações | Δ Ações (%) |
Valor Reportado (US$1000) |
Δ Valor (%) |
Aloc. de Portf. (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 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 |
