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Westwood Holdings Group
WHG
WHG
18.85
USD
-0.20
1.05%
At close
Updated
Sep 4, 4:00 PM EDT
Pre-market
After hours
1 day
-1.05%
5 days
-4.65%
1 month
-2.13%
3 months
11.41%
6 months
7.65%
Year to date
6.92%
1 year
8.15%
5 years
-14.32%
10 years
-62.25%
New
Increased
Maintained
Reduced
Closed
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
| # | Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|---|
| 26 |
PWMA
26
Pension & Wealth Management Advisors
Waltham,
Massachusetts
| $111K | +$105K | +9,938 | New |
|
| 27 |
27
Royal Bank of Canada
Toronto,
Ontario, Canada
| $62K | – | – | – |
|
| 28 |
28
Morgan Stanley
New York
| $47K | -$65.4K | -6,210 | -60% |
|
| 29 |
29
Wells Fargo
San Francisco,
California
| $21.1K | -$116 | -11 | -0.6% |
|
| 30 |
30
UBS Group
Zurich,
Switzerland
| $15K | -$29.4K | -2,787 | -67% |
|
| 31 |
31
Rockefeller Capital Management
New York
| $3K | -$305 | -29 | -9% |
|
| 32 |
SC
32
Stephens Consulting
Flint,
Michigan
| $1.15K | +$11 | +1 | +1% |
|
| 33 |
33
Fidelity Investments
Boston,
Massachusetts
| $365 | -$3.17K | -301 | -90% |
|
| 34 |
34
Bank of New York Mellon
New York
| – | -$246K | -25,448 | Closed |
|
| 35 |
CC
35
Centiva Capital
New York
| – | -$96K | -10,000 | Closed |
|
| 36 |
TRCT
36
Tower Research Capital (TRC)
New York
| – | -$6K | -690 | Closed |
|
| 37 |
37
Osaic Holdings
Scottsdale,
Arizona
| – | -$3K | -280 | Closed |
|
| 38 |
38
JP Morgan Chase
New York
| – | -$1.05K | -100 | -88% |
|