Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
WESTWOOD HOLDINGS GROUP INC 11-14-2023 09-30-2023 447 10,721,062,000
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
ENERGY TRANSFER L P COM UT LTD PTN 1 $220,275,000 15,700,270 2.05 0.28 13,148,381 515.24 09-30-2023
MICROSOFT CORP COM 2 $192,302,000 609,033 1.79 2.02 -110,445 -15.35 09-30-2023
CHENIERE ENERGY INC COM NEW 3 $182,031,000 1,096,838 1.70 0.02 1,085,638 9693.20 09-30-2023
JOHNSON & JOHNSON COM 4 $148,889,000 955,949 1.39 1.64 108,912 12.86 09-30-2023
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