Westwood Holdings Group Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

NYSE:WHG Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Shares	Max Price
06 Mar 24	SellUS$168,087	Matthew Lockridge	Individual	14,000	US$12.01
07 Dec 23	BuyUS$6,660,000	Hoak & Co.	Company	600,000	US$11.10
29 Nov 23	SellUS$3,482,656	JCP Investment Management, LLC	Company	316,576	US$11.00
22 Nov 23	SellUS$2,220,638	JCP Investment Management, LLC	Company	201,727	US$11.77
11 Sep 23	SellUS$16,481	John Montgomery	Individual	1,665	US$9.90
06 Sep 23	SellUS$20	John Montgomery	Individual	2	US$10.20
09 Aug 23	SellUS$9,327	Leah Bennett	Individual	850	US$10.97

Insider Buying: WHG insiders have only sold shares in the past 3 months.

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Top 25 shareholders own 75.04% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
7.32%	Hoak & Co.	600,000	US$7.7m	0%	13.29%
6.98%	Allspring Global Investments, LLC	572,565	US$7.4m	0.03%	0.01%
6.69%	GAMCO Investors, Inc.	548,046	US$7.0m	-0.08%	0.03%
5.86%	Brian Casey	480,214	US$6.2m	9.72%	no data
5.74%	Renaissance Technologies LLC	470,651	US$6.0m	6.95%	0.01%
5.67%	DePrince, Race & Zollo, Inc.	464,919	US$6.0m	11.4%	0.13%
4.93%	The Vanguard Group, Inc.	404,387	US$5.2m	0%	no data
4.27%	North Star Investment Management Corporation	350,317	US$4.5m	12%	0.34%
3.36%	Susan Montgomery	275,444	US$3.5m	0%	no data
2.97%	Luther King Capital Management Corporation	243,740	US$3.1m	0%	0.01%
2.86%	Dimensional Fund Advisors LP	234,293	US$3.0m	6.36%	no data
2.69%	BlackRock, Inc.	220,424	US$2.8m	20%	no data
2.53%	Russell Investment Management, LLC	207,627	US$2.7m	19.8%	no data
1.91%	Adrian Helfert	156,504	US$2.0m	23.8%	no data
1.47%	Acuitas Investments, LLC	120,536	US$1.5m	0.26%	0.57%
1.27%	Allred Capital Management, LLC	104,139	US$1.3m	0%	0.54%
1.22%	Aegis Financial Corporation	100,002	US$1.3m	0%	0.33%
1.18%	Bridgeway Capital Management, LLC	96,564	US$1.2m	3.71%	0.02%
1.03%	Fabian Gomez	84,138	US$1.1m	51.8%	no data
0.97%	John Montgomery	79,922	US$1.0m	0%	no data
0.92%	Geode Capital Management, LLC	75,717	US$973.0k	12%	no data
0.91%	Richard Frank	74,681	US$959.7k	0%	no data
0.85%	Julie Gerron	69,920	US$898.5k	0%	no data
0.74%	Garner Asset Management Corporation	60,395	US$776.1k	352%	0.25%
0.69%	Matthew Lockridge	56,283	US$723.2k	-27%	no data