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 |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | SMALL CP ETF | 751 | $234,000 | 1,236 | 0.00 | 1,236 | +Inf | 09-30-2023 | |
| COLGATE PALMOLIVE CO | COM | 752 | $228,000 | 3,211 | 0.00 | 0.00 | 99 | 3.18 | 09-30-2023 |
| VANGUARD ADMIRAL FDS INC | MIDCP 400 GRTH | 753 | $225,000 | 2,494 | 0.00 | 0.00 | 202 | 8.81 | 09-30-2023 |
| TIMKEN CO | COM | 754 | $220,000 | 2,996 | 0.00 | 2,996 | +Inf | 09-30-2023 |
