Bankwell Financial Group (BWFG) Institutional Ownership

$24.90
-0.09 (-0.36%)
(As of 09:39 AM ET)

Institutional Ownership Changes (13F Filings) for Bankwell Financial Group (NASDAQ:BWFG)

Current
Institutional Ownership
Percentage
35.80%
Number of
Institutional Buyers
(last 12 months)
16
Total
Institutional Inflows
(last 12 months)
$8.19M
Number of
Institutional Sellers
(last 12 months)
6
Total
Institutional Outflows
(last 12 months)
$1.34M
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BWFG Institutional Buying and Selling by Quarter

Bankwell Financial Group Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/23/2024 Summit Trail Advisors LLC32,866$853K0.0%-9.3%0.415%
4/12/2024 Bridge City Capital LLC11,718$304K0.1%+17.9%0.148%
2/15/2024BHZ Capital Management LP28,036$846K0.4%+7.4%0.358%
2/12/2024GM Advisory Group LLC82,173$2.48M0.2%N/A1.048%
2/12/2024Pacific Ridge Capital Partners LLC134,940$4.07M0.8%+28.1%1.721%
2/9/2024Hillsdale Investment Management Inc.3,200$97K0.0%-30.4%0.041%
2/6/2024 Summit Trail Advisors LLC36,218$1.09M0.0%-22.3%0.462%
2/6/2024AJOVista LLC2,230$67K0.1%N/A0.028%
2/6/2024LSV Asset Management129,446$3.91M0.0%-1.9%1.651%
1/30/2024Carl P. Sherr & Co. LLC8,000$241K0.1%N/A0.102%
11/15/2023Kennedy Capital Management LLC15,043$365K0.0%N/A0.192%
11/13/2023Pacific Ridge Capital Partners LLC105,324$2.56M0.6%+134.6%1.343%
11/7/2023Barclays PLC9,685$235K0.0%+16.1%0.124%
11/4/2023LSV Asset Management131,946$3.20M0.0%+9.6%1.685%
10/27/2023 Allspring Global Investments Holdings LLC3,413$83K0.0%-58.2%0.044%
8/11/2023Banc Funds Co. LLC281,623$6.87M0.8%+1.8%3.592%
8/11/2023Trexquant Investment LP12,692$309K0.0%+3.0%0.162%
8/11/2023BHZ Capital Management LP30,607$746K0.5%-41.5%0.390%
8/7/2023Acadian Asset Management LLC81,107$1.98M0.0%-3.3%1.035%
8/2/2023Bank of Montreal Can25,502$657K0.0%N/A0.325%
8/2/2023LSV Asset Management120,354$2.93M0.0%+3.4%1.535%
7/27/2023EA Series Trust13,769$336K0.0%N/A0.176%
7/25/2023 Summit Trail Advisors LLC46,918$1.14M0.0%-1.8%0.598%
5/12/2023 SeaCrest Wealth Management LLC17,026$423K0.1%+9.7%0.217%
5/11/2023Acadian Asset Management LLC83,906$2.08M0.0%+1.8%1.070%
5/4/2023 Summit Trail Advisors LLC47,795$1.19M0.0%-6.6%0.609%
5/2/2023LSV Asset Management116,446$2.90M0.0%+44.8%1.485%
4/27/2023Benjamin F. Edwards & Company Inc.3,993$99K0.0%N/A0.051%
4/13/2023 Allspring Global Investments Holdings LLC8,539$212K0.0%-10.8%0.109%
3/23/2023MetLife Investment Management LLC3,003$88K0.0%N/A0.038%
2/13/2023BHZ Capital Management LP47,870$1.41M0.6%+15.7%0.621%
2/13/2023Banc Funds Co. LLC276,623$8.14M0.7%+1.1%3.588%
2/10/2023Connor Clark & Lunn Investment Management Ltd.18,909$556K0.0%-20.7%0.245%
2/9/2023First Trust Advisors LP22,221$654K0.0%+10.5%0.288%
2/8/2023LSV Asset Management80,434$2.37M0.0%+39.9%1.043%
2/8/2023Russell Investments Group Ltd.3,391$100K0.0%N/A0.044%
2/7/2023 Summit Trail Advisors LLC51,159$1.51M0.1%-1.2%0.664%
2/1/2023Bank of Montreal Can19,744$611K0.0%N/A0.256%
1/26/2023Strs Ohio4,700$138K0.0%N/A0.061%
1/23/2023 Allspring Global Investments Holdings LLC9,574$282K0.0%+441.5%0.124%
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11/15/2022Quadrature Capital Ltd15,283$446K0.0%-39.9%0.198%
11/14/2022Renaissance Technologies LLC189,303$5.51M0.0%-11.2%2.455%
11/14/2022Lazard Asset Management LLC2,139$62K0.0%+299.1%0.028%
11/10/2022Connor Clark & Lunn Investment Management Ltd.23,837$694K0.0%+35.6%0.307%
11/10/2022Hillsdale Investment Management Inc.21,912$638K0.1%-17.0%0.282%
11/10/2022 Summit Trail Advisors LLC51,795$1.51M0.1%-14.3%0.667%
11/7/2022LSV Asset Management57,514$1.67M0.0%+28.8%0.741%
10/26/2022 Allspring Global Investments Holdings LLC1,768$51K0.0%N/A0.023%
10/25/2022Janney Montgomery Scott LLC9,093$265K0.0%N/A0.117%
10/25/2022Eidelman Virant Capital20,000$589K0.4%N/A0.258%
10/25/2022 Raymond James Financial Services Advisors Inc.7,665$223K0.0%+5.3%0.099%
8/12/2022Banc Funds Co. LLC273,623$8.50M0.8%-2.5%3.526%
8/11/2022Trexquant Investment LP16,586$515K0.0%N/A0.214%
8/9/2022 Summit Trail Advisors LLC60,416$1.88M0.1%-14.1%0.779%
8/5/2022Connor Clark & Lunn Investment Management Ltd.17,585$546K0.0%+11.1%0.227%
8/5/2022Better Money Decisions LLC1,093$34K0.0%N/A0.014%
8/1/2022US Bancorp DE1,689$52K0.0%-23.9%0.022%
7/12/2022FNY Investment Advisers LLC7,000$217K0.2%+250.0%0.090%
5/12/2022Acadian Asset Management LLC35,671$1.21M0.0%+8.6%0.460%
5/12/2022Connor Clark & Lunn Investment Management Ltd.15,826$535K0.0%+29.5%0.204%
5/11/2022Banc Funds Co. LLC280,623$9.49M0.7%+7.7%3.616%
5/11/2022BHZ Capital Management LP32,242$1.09M0.4%+1.1%0.415%
5/3/2022 Bourgeon Capital Management LLC7,710$261K0.1%-11.2%0.099%
4/28/2022Hillsdale Investment Management Inc.26,412$894K0.1%-10.2%0.340%
4/25/2022FNY Investment Advisers LLC2,000$67K0.1%N/A0.026%
2/11/2022 Summit Trail Advisors LLC76,370$2.51M0.2%-12.6%0.974%
2/11/2022Renaissance Technologies LLC220,286$7.23M0.0%-0.4%2.809%
2/10/2022Acadian Asset Management LLC32,849$1.08M0.0%+28.4%0.419%
2/10/2022Connor Clark & Lunn Investment Management Ltd.12,224$401K0.0%+26.8%0.156%
2/9/2022Dimensional Fund Advisors LP204,546$6.72M0.0%+2.8%2.608%
2/8/2022Northern Trust Corp31,396$1.03M0.0%-9.5%0.400%
2/7/2022American Century Companies Inc.15,264$501K0.0%+37.1%0.195%
2/7/2022BHZ Capital Management LP31,887$1.05M0.4%-2.0%0.407%
2/7/2022Hillsdale Investment Management Inc.29,412$966K0.1%+1,448.0%0.375%
1/28/2022LSV Asset Management19,187$630K0.0%N/A0.245%
1/21/2022Russell Investments Group Ltd.970$31K0.0%-84.1%0.012%
11/16/2021Captrust Financial Advisors16,563$487K0.0%N/A0.211%
11/16/2021Two Sigma Advisers LP17,600$513K0.0%N/A0.224%
11/16/2021Two Sigma Investments LP15,181$443K0.0%N/A0.194%
11/16/2021Millennium Management LLC78,869$2.32M0.0%-19.2%1.006%
11/15/2021Marshall Wace LLP20,094$591K0.0%-29.2%0.256%
11/15/2021Dimensional Fund Advisors LP198,941$5.86M0.0%+6.1%2.537%
11/12/2021Renaissance Technologies LLC221,200$6.45M0.0%-4.7%2.820%
11/12/2021Fourthstone LLC10,308$301K0.1%-22.2%0.131%
11/12/2021Hotchkis & Wiley Capital Management LLC74,170$2.18M0.0%N/A0.946%
11/12/2021Arrowstreet Capital Limited Partnership7,700$227K0.0%N/A0.098%
11/12/2021Geode Capital Management LLC68,850$2.03M0.0%+2.3%0.878%
11/12/2021Connor Clark & Lunn Investment Management Ltd.9,643$284K0.0%N/A0.123%
11/10/2021American Century Companies Inc.11,134$328K0.0%+17.5%0.142%
11/9/2021Barclays PLC973$28K0.0%-62.5%0.012%
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11/9/2021BlackRock Inc.25,094$732K0.0%-4.5%0.320%
11/8/2021Russell Investments Group Ltd.6,100$179K0.0%+454.5%0.078%
11/4/2021BHZ Capital Management LP32,538$949K0.3%-42.6%0.415%
11/3/2021Carl P. Sherr & Co. LLC8,000$233K0.2%+8.1%0.102%
10/21/2021Hillsdale Investment Management Inc.1,900$55K0.0%N/A0.024%
8/25/2021Marshall Wace LLP28,392$785K0.0%N/A0.362%
8/17/2021Millennium Management LLC97,655$2.70M0.0%N/A1.245%
8/17/2021Bridgeway Capital Management LLC54,600$1.51M0.0%+534.9%0.696%
8/16/2021Public Employees Retirement System of Ohio2,000$55K0.0%+81.8%0.026%
8/16/2021Royal Bank of Canada7,573$209K0.0%+42.6%0.097%
(Data available from 1/1/2016 forward)

BWFG Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of BWFG shares?

During the previous two years, 34 institutional investors and hedge funds held shares of Bankwell Financial Group. The most heavily invested institutionals were Banc Funds Co. LLC ($6.87M), Renaissance Technologies LLC ($5.51M), Pacific Ridge Capital Partners LLC ($4.07M), LSV Asset Management ($3.91M), GM Advisory Group LLC ($2.48M), Acadian Asset Management LLC ($1.98M), and Summit Trail Advisors LLC ($853K).Learn more on BWFG's institutional investors.

What percentage of Bankwell Financial Group stock is owned by institutional investors?

35.80% of Bankwell Financial Group stock is owned by institutional investors. Learn more on BWFG's institutional investor holdings.

Which institutional investors have been buying Bankwell Financial Group stock?

Of the 28 institutional investors that purchased Bankwell Financial Group stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Pacific Ridge Capital Partners LLC ($90.05K), LSV Asset Management ($87.28K), GM Advisory Group LLC ($82.17K), Bank of Montreal Can ($45.25K), Banc Funds Co. LLC ($28K), Eidelman Virant Capital ($20K), and Trexquant Investment LP ($16.96K).

How much institutional buying is happening at Bankwell Financial Group?

Institutional investors have bought a total of 484,050 shares in the last 24 months. This purchase volume represents approximately $13.58M in transactions.

Which Bankwell Financial Group major shareholders have been selling company stock?

Of the 12 institutional investors that sold Bankwell Financial Group stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Summit Trail Advisors LLC ($37.17K), Renaissance Technologies LLC ($23.90K), BHZ Capital Management LP ($21.73K), Quadrature Capital Ltd ($10.15K), Hillsdale Investment Management Inc. ($8.90K), Banc Funds Co. LLC ($7K), and Allspring Global Investments Holdings LLC ($5.79K).

How much institutional selling is happening at Bankwell Financial Group?

Institutional investors have sold a total of 126,359 shares in the last 24 months. This volume of shares sold represents approximately $3.58M in transactions.


This page (NASDAQ:BWFG) was last updated on 4/25/2024 by MarketBeat.com Staff

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