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First Western Financial (MYFW) Institutional Ownership

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$17.68
-0.14 (-0.79%)
(As of 05/10/2024 08:55 PM ET)
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Institutional Ownership Changes (13F Filings) for First Western Financial (NASDAQ:MYFW)

Current
Institutional Ownership
Percentage
60.26%
Number of
Institutional Buyers
(last 12 months)
14
Total
Institutional Inflows
(last 12 months)
$7.71M
Number of
Institutional Sellers
(last 12 months)
7
Total
Institutional Outflows
(last 12 months)
$660.97K
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MYFW Institutional Buying and Selling by Quarter

First Western Financial Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/10/2024Vanguard Group Inc.369,313$5.39M0.0%+1.2%3.883%
5/7/2024 Empowered Funds LLC22,304$325K0.0%+7.6%0.235%
5/1/2024 BNP Paribas Financial Markets3,968$58K0.0%+67.5%0.042%
4/23/2024 Cherry Creek Investment Advisors Inc.51,939$757K0.4%-10.4%0.540%
4/18/2024 Wasatch Advisors LP363,990$5.31M0.0%+14.5%3.784%
2/23/2024Mendon Capital Advisors Corp57,063$1.13M0.5%N/A0.597%
2/14/2024 Wasatch Advisors LP317,818$6.30M0.0%+10.0%3.324%
2/9/2024Tieton Capital Management LLC152,760$3.03M1.7%-0.6%1.598%
2/7/2024First Western Trust Bank121,120$2.40M0.1%-7.4%1.267%
1/30/2024Strs Ohio12,100$239K0.0%N/A0.127%
1/26/2024 Cherry Creek Investment Advisors Inc.57,939$1.15M0.7%-2.5%0.606%
11/15/2023Kennedy Capital Management LLC311,579$5.66M0.1%+3.6%3.259%
11/13/2023North Reef Capital Management LP464,305$8.43M0.5%+2.5%4.857%
11/2/2023Diamond Hill Capital Management Inc.178,146$3.23M0.0%-2.6%1.865%
11/1/2023Tieton Capital Management LLC153,611$2.79M1.8%-4.8%1.608%
10/26/2023Punch & Associates Investment Management Inc.286,037$5.19M0.3%+8.5%2.995%
10/13/2023 Cherry Creek Investment Advisors Inc.59,440$1.08M0.7%+1.7%0.622%
9/21/2023Barclays PLC3,142$58K0.0%-43.5%0.033%
8/11/2023Banc Funds Co. LLC758,386$14.11M1.7%+4.1%7.941%
8/11/2023First Western Trust Bank130,780$2.43M0.1%+3.2%1.369%
8/8/2023Diamond Hill Capital Management Inc.182,912$3.40M0.0%+53.6%1.915%
8/8/2023 Wasatch Advisors LP83,204$1.55M0.0%N/A0.871%
7/27/2023EA Series Trust20,465$381K0.0%N/A0.215%
7/17/2023 Mesirow Financial Investment Management Inc.11,554$215K0.9%-12.9%0.121%
7/14/2023 Cherry Creek Investment Advisors Inc.58,440$1.09M0.7%+2.6%0.613%
5/15/2023ELCO Management Co. LLC10,046$199K0.1%-13.8%0.105%
5/15/2023North Reef Capital Management LP430,000$8.51M1.0%+4.6%4.508%
5/11/2023Diamond Hill Capital Management Inc.119,046$2.36M0.0%+281.3%1.248%
5/10/2023Tieton Capital Management LLC158,501$3.14M2.2%-9.2%1.661%
5/9/2023 Obermeyer Wood Investment Counsel Lllp35,180$697K0.1%-17.1%0.370%
5/1/2023CM Wealth Advisors LLC12,402$209K0.0%N/A0.130%
4/24/2023 Cherry Creek Investment Advisors Inc.56,940$1.13M0.8%+1.8%0.599%
2/14/2023Family Management Corp33,912$955K0.2%-11.5%0.357%
2/10/2023First Western Trust Bank126,772$3.57M0.2%-7.3%1.336%
2/10/2023Tieton Capital Management LLC174,641$4.92M3.2%-1.5%1.840%
2/10/2023Gator Capital Management LLC12,466$351K0.3%N/A0.131%
2/8/2023 Obermeyer Wood Investment Counsel Lllp42,435$1.20M0.1%-19.7%0.447%
2/1/2023 Legato Capital Management LLC7,394$208K0.0%N/A0.078%
11/15/2022Family Management Corp38,336$945K0.2%-2.5%0.404%
11/14/2022Elizabeth Park Capital Advisors Ltd.234,019$5.77M2.6%-9.3%2.465%
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11/10/2022North Reef Capital Management LP287,296$7.08M1.8%+502.1%3.027%
11/8/2022 Riverwater Partners LLC9,332$230K0.2%-39.3%0.098%
11/4/2022River Oaks Capital LLC32,997$813K0.9%-20.1%0.348%
10/25/2022 Raymond James & Associates25,000$616K0.0%-3.3%0.263%
10/24/2022 Cherry Creek Investment Advisors Inc.55,940$1.38M1.1%+1.8%0.590%
8/15/2022Basswood Capital Management L.L.C.178,828$4.86M0.3%-65.7%1.885%
8/12/2022Banc Funds Co. LLC728,386$19.81M1.8%-1.6%7.675%
8/12/2022ELCO Management Co. LLC11,604$316K0.3%-33.9%0.122%
8/10/2022Kennedy Capital Management Inc.264,964$7.20M0.2%-20.0%2.799%
8/10/2022Tieton Capital Management LLC177,294$4.82M3.3%-2.1%1.873%
8/10/2022River Oaks Capital LLC41,277$1.12M1.2%-9.3%0.436%
8/5/2022 Riverwater Partners LLC15,372$418K0.4%-12.1%0.162%
8/1/2022 Victory Capital Management Inc.27,602$750K0.0%-6.0%0.292%
5/17/2022Family Management Corp39,328$1.23M0.3%N/A0.415%
5/13/2022First Western Trust Bank143,487$4.51M0.2%N/A1.515%
5/11/2022Banc Funds Co. LLC740,253$23.14M1.8%+4.2%7.850%
5/11/2022BHZ Capital Management LP13,886$434K0.1%-68.6%0.147%
5/10/2022Tieton Capital Management LLC181,149$5.66M3.1%-0.9%1.921%
5/4/2022 Victory Capital Management Inc.29,353$963K0.0%+284.1%0.311%
5/2/2022 Mesirow Financial Investment Management Inc.12,892$403K1.4%-28.0%0.137%
4/27/2022Sargent Bickham Lagudis LLC13,924$435K0.0%N/A0.148%
4/22/2022River Oaks Capital LLC45,499$1.42M1.4%-1.1%0.482%
2/15/2022Kennedy Capital Management Inc.365,765$11.11M0.2%-3.5%4.553%
2/10/2022Tieton Capital Management LLC182,884$5.55M3.1%-8.0%2.277%
2/4/2022River Oaks Capital LLC46,000$1.40M1.3%N/A0.573%
2/3/2022River Oaks Capital LLC1,396,560$1.40M1.3%N/A17.385%
1/31/2022 Obermeyer Wood Investment Counsel Lllp102,983$3.13M0.2%-6.0%1.282%
1/31/2022 Riverwater Partners LLC17,480$531K0.5%N/A0.218%
11/15/2021Second Curve Capital LLC21,818$629K0.8%N/A0.272%
11/12/2021Banc Funds Co. LLC709,917$20.48M1.6%+4.5%8.838%
11/10/2021Tieton Capital Management LLC198,814$5.74M3.1%+19.0%2.486%
11/10/2021O Shaughnessy Asset Management LLC4,753$137K0.0%-33.9%0.059%
11/9/2021Sawtooth Solutions LLC11,810$341K0.1%N/A0.148%
11/9/2021Mendon Capital Advisors Corp15,941$459K0.2%-5.1%0.199%
11/9/2021Barclays PLC3,905$112K0.0%-16.4%0.049%
11/9/2021BlackRock Inc.28,308$816K0.0%-17.6%0.354%
11/4/2021BHZ Capital Management LP44,361$1.28M0.4%+4.3%0.555%
11/2/2021 Victory Capital Management Inc.7,607$219K0.0%N/A0.095%
10/20/2021 Mesirow Financial Investment Management Inc.17,909$517K1.5%N/A0.224%
10/19/2021 Obermeyer Wood Investment Counsel Lllp109,562$3.16M0.2%+18.4%1.370%
8/17/2021Millennium Management LLC70,607$1.83M0.0%N/A0.883%
8/17/2021Price T Rowe Associates Inc. MD145,000$3.75M0.0%+104.8%1.813%
8/17/2021Basswood Capital Management L.L.C.230,740$5.97M0.2%+174.4%2.886%
8/17/2021Bridgeway Capital Management LLC34,951$905K0.0%-12.5%0.437%
8/16/2021Kennedy Capital Management Inc.400,842$10.38M0.2%-16.4%5.013%
8/16/2021State Street Corp23,742$615K0.0%-75.9%0.297%
8/16/2021Tibra Equities Europe Ltd11,600$300K0.1%N/A0.145%
8/16/2021Punch & Associates Investment Management Inc.337,800$8.75M0.4%+52.2%4.225%
8/16/2021Goldman Sachs Group Inc.7,773$201K0.0%N/A0.097%
8/13/2021Northern Trust Corp11,876$307K0.0%-80.5%0.149%
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8/13/2021 Cherry Creek Investment Advisors Inc.51,939$1.35M0.9%N/A0.650%
8/13/2021Franklin Resources Inc.110,706$2.87M0.0%+61.6%1.385%
8/13/2021Geode Capital Management LLC54,380$1.41M0.0%-29.9%0.680%
8/13/2021Vanguard Group Inc.246,161$6.37M0.0%+7.2%3.079%
8/12/2021Dimensional Fund Advisors LP32,438$840K0.0%+56.7%0.406%
8/12/2021Ergoteles LLC16,000$414K0.0%N/A0.200%
8/12/2021Banc Funds Co. LLC679,117$17.58M1.3%+3.8%8.493%
8/11/2021ELCO Management Co. LLC17,455$452K0.3%-15.5%0.218%
8/10/2021Tieton Capital Management LLC167,079$4.33M2.3%+303.7%2.090%
8/10/2021BHZ Capital Management LP42,523$1.10M0.4%+69.1%0.532%
(Data available from 1/1/2016 forward)

MYFW Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of MYFW shares?

During the previous two years, 30 institutional investors and hedge funds held shares of First Western Financial. The most heavily invested institutionals were Banc Funds Co. LLC ($14.11M), North Reef Capital Management LP ($8.43M), Kennedy Capital Management Inc. ($7.20M), Elizabeth Park Capital Advisors Ltd. ($5.77M), Kennedy Capital Management LLC ($5.66M), Vanguard Group Inc. ($5.39M), and Wasatch Advisors LP ($5.31M).Learn more on MYFW's institutional investors.

What percentage of First Western Financial stock is owned by institutional investors?

60.26% of First Western Financial stock is owned by institutional investors. Learn more on MYFW's institutional investor holdings.

Which institutional investors have been buying First Western Financial stock?

Of the 18 institutional investors that purchased First Western Financial stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: North Reef Capital Management LP ($269.61K), Wasatch Advisors LP ($158.34K), Diamond Hill Capital Management Inc. ($151.69K), First Western Trust Bank ($147.50K), Mendon Capital Advisors Corp ($57.06K), Family Management Corp ($39.33K), and Banc Funds Co. LLC ($30K).

How much institutional buying is happening at First Western Financial?

Institutional investors have bought a total of 963,865 shares in the last 24 months. This purchase volume represents approximately $21.92M in transactions.

Which First Western Financial major shareholders have been selling company stock?

Of the 17 institutional investors that sold First Western Financial stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Basswood Capital Management L.L.C. ($343.21K), Kennedy Capital Management Inc. ($66.33K), Tieton Capital Management LLC ($31.23K), Elizabeth Park Capital Advisors Ltd. ($24K), First Western Trust Bank ($19.65K), Obermeyer Wood Investment Counsel Lllp ($17.64K), and River Oaks Capital LLC ($12.50K).

How much institutional selling is happening at First Western Financial?

Institutional investors have sold a total of 566,559 shares in the last 24 months. This volume of shares sold represents approximately $14.83M in transactions.


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This page (NASDAQ:MYFW) was last updated on 5/13/2024 by MarketBeat.com Staff

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