FinWise Bancorp (FINW) Institutional Ownership

$10.65
+0.05 (+0.47%)
(As of 04/26/2024 ET)

Institutional Ownership Changes (13F Filings) for FinWise Bancorp (NASDAQ:FINW)

Current
Institutional Ownership
Percentage
35.41%
Number of
Institutional Buyers
(last 12 months)
4
Total
Institutional Inflows
(last 12 months)
$6.15M
Number of
Institutional Sellers
(last 12 months)
3
Total
Institutional Outflows
(last 12 months)
$4.34M
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FINW Institutional Buying and Selling by Quarter

FinWise Bancorp Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/19/2024 Norden Group LLC28,400$285K0.0%+100.0%0.222%
2/14/2024Basswood Capital Management L.L.C.4,537$65K0.0%-98.1%0.036%
2/9/2024US Bancorp DE351,048$5.02M0.0%N/A2.811%
2/5/2024 Norden Group LLC14,200$203K0.0%-9.5%0.114%
11/13/2023Siena Capital Partners GP LLC97,436$872K0.3%+195.6%0.766%
10/27/2023Emerald Mutual Fund Advisers Trust344,137$2.97M0.2%-1.4%2.705%
8/10/2023Siena Capital Partners GP LLC32,966$295K0.1%N/A0.257%
7/27/2023EA Series Trust14,736$132K0.0%N/A0.115%
5/4/2023Emerald Mutual Fund Advisers Trust352,664$3.11M0.2%-21.5%2.750%
2/3/2023Emerald Mutual Fund Advisers Trust449,211$4.16M0.3%-9.4%3.485%
8/15/2022Basswood Capital Management L.L.C.901,332$8.41M0.5%-9.7%7.048%
8/8/2022TownSquare Capital LLC12,000$112K0.0%N/A0.094%
7/29/2022Emerald Mutual Fund Advisers Trust495,675$4.63M0.3%-8.2%3.875%
7/26/2022JCSD Capital LLC17,697$165K0.2%N/A0.138%
5/13/2022EAM Investors LLC79,619$1.37M0.3%N/A0.623%
5/12/2022Smith Moore & CO.25,000$429K0.1%+150.0%0.196%
5/11/2022State of Tennessee Treasury Department8,722$150K0.0%N/A0.068%
5/10/2022Cornercap Investment Counsel Inc.32,381$555K0.1%N/A0.253%
5/4/2022Stephens Inc. AR18,600$319K0.0%+23.2%0.145%
4/29/2022Emerald Mutual Fund Advisers Trust540,128$9.26M0.4%-4.7%4.223%
4/29/2022Full18 Capital LLC103,690$1.94M0.4%N/A0.811%
3/7/2022Stephens Inc. AR15,100$208K0.0%N/A0.123%
2/16/2022 Wasatch Advisors Inc.526,781$7.26M0.0%N/A4.301%
2/14/2022Philadelphia Financial Management of San Francisco LLC39,201$541K0.2%N/A0.320%
2/14/2022Rockefeller Capital Management L.P.30,000$413K0.0%N/A0.245%
2/8/2022Smith Moore & CO.10,000$138K0.0%N/A0.082%
(Data available from 1/1/2016 forward)

FINW Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of FINW shares?

During the previous two years, 14 institutional investors and hedge funds held shares of FinWise Bancorp. The most heavily invested institutionals were US Bancorp DE ($5.02M), Emerald Mutual Fund Advisers Trust ($2.97M), Full18 Capital LLC ($1.94M), EAM Investors LLC ($1.37M), Siena Capital Partners GP LLC ($872K), Cornercap Investment Counsel Inc. ($555K), and Smith Moore & CO. ($429K).Learn more on FINW's institutional investors.

What percentage of FinWise Bancorp stock is owned by institutional investors?

35.41% of FinWise Bancorp stock is owned by institutional investors. Learn more on FINW's institutional investor holdings.

Which institutional investors have been buying FinWise Bancorp stock?

Of the 12 institutional investors that purchased FinWise Bancorp stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: US Bancorp DE ($351.05K), Full18 Capital LLC ($103.69K), Siena Capital Partners GP LLC ($97.44K), EAM Investors LLC ($79.62K), Cornercap Investment Counsel Inc. ($32.38K), JCSD Capital LLC ($17.70K), and Smith Moore & CO. ($15K).

How much institutional buying is happening at FinWise Bancorp?

Institutional investors have bought a total of 750,029 shares in the last 24 months. This purchase volume represents approximately $10.59M in transactions.

Which FinWise Bancorp major shareholders have been selling company stock?

The following institutional investors have sold FinWise Bancorp stock in the last 24 months: Basswood Capital Management L.L.C. ($336.92K), Emerald Mutual Fund Advisers Trust ($219.00K), and Norden Group LLC ($1.50K).

How much institutional selling is happening at FinWise Bancorp?

Institutional investors have sold a total of 557,415 shares in the last 24 months. This volume of shares sold represents approximately $6.55M in transactions.


This page (NASDAQ:FINW) was last updated on 4/27/2024 by MarketBeat.com Staff

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