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First Western Financial (MYFW) Institutional Ownership

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$23.36 +0.23 (+0.97%)
As of 01:00 PM Eastern
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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)
38
Total
Institutional Inflows
(last 12 months)
$25.69M
Number of
Institutional Sellers
(last 12 months)
15
Total
Institutional Outflows
(last 12 months)
$9.62M
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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
6/27/2025Goldman Sachs Group Inc.36,257$712K0.0%-25.1%0.373%
5/28/2025Strs Ohio24,900$489K0.0%N/A0.256%
5/21/2025Acadian Asset Management LLC40,626$796K0.0%+122.7%0.418%
5/16/2025Empowered Funds LLC24,763$487K0.0%+8.0%0.255%
5/16/2025Goldman Sachs Group Inc.36,257$712K0.0%-25.1%0.373%
5/16/2025Punch & Associates Investment Management Inc.210,475$4.14M0.3%-40.8%2.166%
5/14/2025Jacobs Asset Management LLC325,177$6.39M4.0%+4.2%3.364%
5/14/2025Rhino Investment Partners Inc225,710$4.44M1.1%-2.8%2.335%
5/14/2025Hsbc Holdings PLC10,657$201K0.0%-27.1%0.110%
5/13/2025Persistent Asset Partners Ltd17,384$342K0.3%+19.6%0.180%
5/12/2025Nuveen LLC28,148$553K0.0%N/A0.291%
5/12/2025First Western Trust Bank112,170$2.20M0.1%+0.4%1.160%
5/6/2025Diamond Hill Capital Management Inc.158,544$3.12M0.0%+2.4%1.640%
4/30/2025Rosenthal Henry Capital Advisors Inc.56,187$1.10M1.1%-5.5%0.579%
4/29/2025Bank of New York Mellon Corp18,664$367K0.0%+12.3%0.192%
4/28/2025Sippican Capital Advisors40,070$787K0.6%+61.9%0.413%
2/17/2025Jacobs Asset Management LLC312,124$6.10M3.7%+50.0%3.231%
2/17/2025Bridgeway Capital Management LLC66,690$1.30M0.0%+42.2%0.690%
2/17/2025Citadel Advisors LLC17,296$338K0.0%+10.7%0.179%
2/17/2025Bank of America Corp DE15,159$296K0.0%+40.7%0.157%
2/17/2025BNP Paribas Financial Markets1,398$27K0.0%-30.4%0.014%
2/14/2025Rhino Investment Partners Inc232,189$4.54M1.0%+322.6%2.404%
2/14/2025Northern Trust Corp63,945$1.25M0.0%-1.7%0.662%
2/14/2025Boothbay Fund Management LLC60,461$1.18M0.0%+75.4%0.626%
2/14/2025North Reef Capital Management LP312,423$6.11M0.3%+3.0%3.234%
2/14/2025Mendon Capital Advisors Corp257,598$5.04M2.5%+152.1%2.667%
2/14/2025Hsbc Holdings PLC14,619$285K0.0%+5.0%0.151%
2/14/2025Tower Research Capital LLC TRC1,259$25K0.0%+244.9%0.013%
2/14/2025Dimensional Fund Advisors LP192,681$3.77M0.0%+8.1%1.995%
2/14/2025Curi RMB Capital LLC196,656$3.85M0.1%+120.0%2.036%
2/14/2025Banc Funds Co. LLC636,177$12.44M1.4%-11.9%6.586%
2/13/2025Fourthstone LLC24,972$488K0.1%N/A0.259%
2/13/2025Wasatch Advisors LP329,817$6.45M0.0%-26.1%3.414%
2/13/2025Barclays PLC21,808$427K0.0%+24.0%0.226%
2/13/2025Kennedy Capital Management LLC131,145$2.56M0.1%-3.9%1.358%
2/13/2025Raymond James Financial Inc.25,000$489K0.0%N/A0.259%
2/13/2025ELCO Management Co. LLC18,763$367K0.2%+46.7%0.194%
2/13/2025Wells Fargo & Company MN5,885$115K0.0%+23.2%0.061%
2/13/2025First Western Trust Bank111,675$2.18M0.1%-7.1%1.156%
2/12/2025Biltmore Family Office LLC45,316$886K0.1%N/A0.469%
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2/12/2025Geode Capital Management LLC171,906$3.36M0.0%-1.5%1.780%
2/12/2025Alliancebernstein L.P.354,571$6.93M0.0%+0.9%3.671%
2/12/2025JPMorgan Chase & Co.29,752$582K0.0%+117.6%0.308%
2/11/2025Tieton Capital Management LLC184,612$3.61M1.5%+22.4%1.911%
2/10/2025Diamond Hill Capital Management Inc.154,878$3.03M0.0%+9.5%1.603%
2/6/2025Raymond James Financial Inc.25,000$489K0.0%N/A0.259%
1/30/2025Rhumbline Advisers12,623$247K0.0%+9.5%0.131%
1/28/2025Empowered Funds LLC22,939$448K0.0%+4.9%0.237%
1/24/2025Rosenthal Henry Capital Advisors Inc.59,445$1.16M1.1%N/A0.615%
1/23/2025Sippican Capital Advisors24,745$484K0.4%+81.9%0.256%
12/26/2024JPMorgan Chase & Co.13,674$273K0.0%+284.0%0.141%
11/19/2024Barclays PLC17,583$353K0.0%+112.5%0.182%
11/16/2024Geode Capital Management LLC174,570$3.49M0.0%+1.5%1.806%
11/15/2024Barclays PLC17,583$353K0.0%+112.5%0.182%
11/15/2024State Street Corp112,268$2.25M0.0%+5.3%1.162%
11/15/2024Stifel Financial Corp19,853$397K0.0%-49.6%0.205%
11/15/2024Jacobs Asset Management LLC208,114$4.16M2.8%+31.4%2.153%
11/15/2024Banc Funds Co. LLC722,320$14.45M1.6%-4.3%7.474%
11/14/2024Wasatch Advisors LP446,009$8.92M0.0%+22.5%4.617%
11/13/2024FMR LLC3,117$62K0.0%+347.2%0.032%
11/12/2024Tieton Capital Management LLC150,790$3.02M1.6%-0.4%1.561%
11/12/2024Charles Schwab Investment Management Inc.22,554$451K0.0%+7.6%0.233%
11/7/2024First Western Trust Bank120,157$2.40M0.1%+6.2%1.243%
11/6/2024Empowered Funds LLC21,859$437K0.0%+5.2%0.226%
11/6/2024Curi RMB Capital LLC89,374$1.79M0.0%+25.1%0.925%
11/4/2024Diamond Hill Capital Management Inc.141,416$2.83M0.0%-12.5%1.464%
10/28/2024Sippican Capital Advisors13,600$272K0.2%N/A0.141%
8/30/2024Mendon Capital Advisors Corp71,415$1.21M1.0%+128.3%0.742%
8/15/2024ELCO Management Co. LLC11,414$194K0.1%N/A0.119%
8/12/2024Hsbc Holdings PLC12,368$210K0.0%N/A0.129%
8/9/2024Dimensional Fund Advisors LP159,563$2.71M0.0%+7.5%1.658%
8/9/2024Diamond Hill Capital Management Inc.161,588$2.75M0.0%-4.0%1.680%
8/8/2024Strategic Value Bank Partners LLC249,226$4.24M2.8%+12.9%2.590%
8/5/2024First Western Trust Bank113,194$1.92M0.1%-6.5%1.177%
5/16/2024Kennedy Capital Management LLC246,196$3.59M0.1%-18.7%2.559%
5/10/2024Vanguard Group Inc.369,313$5.39M0.0%+1.2%3.883%
5/7/2024Empowered Funds LLC22,304$325K0.0%+7.6%0.235%
5/1/2024BNP Paribas Financial Markets3,968$58K0.0%+67.5%0.042%
4/23/2024Cherry Creek Investment Advisors Inc.51,939$757K0.4%-10.4%0.540%
4/18/2024Wasatch Advisors LP363,990$5.31M0.0%+14.5%3.784%
2/23/2024Mendon Capital Advisors Corp57,063$1.13M0.5%N/A0.597%
2/14/2024Wasatch 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%
1/26/2024Cherry 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%
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10/26/2023Punch & Associates Investment Management Inc.286,037$5.19M0.3%+8.5%2.995%
10/13/2023Cherry 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%
8/8/2023Wasatch Advisors LP83,204$1.55M0.0%N/A0.871%
7/27/2023EA Series Trust20,465$381K0.0%N/A0.215%
7/17/2023Mesirow Financial Investment Management Inc.11,554$215K0.9%-12.9%0.121%
7/14/2023Cherry Creek Investment Advisors Inc.58,440$1.09M0.7%+2.6%0.613%
(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, 49 institutional investors and hedge funds held shares of First Western Financial. The most heavily invested institutionals were Banc Funds Co. LLC ($12.44M), Alliancebernstein L.P. ($6.93M), Wasatch Advisors LP ($6.45M), Jacobs Asset Management LLC ($6.39M), North Reef Capital Management LP ($6.11M), Vanguard Group Inc. ($5.39M), and Mendon Capital Advisors Corp ($5.04M).Learn more on First Western Financial's institutional investors.

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

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

Which institutional investors have been buying First Western Financial's stock?

Of the 45 institutional investors that purchased First Western Financial's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Mendon Capital Advisors Corp ($252.63K), Wasatch Advisors LP ($240.36K), Rhino Investment Partners Inc ($177.25K), Jacobs Asset Management LLC ($166.74K), Curi RMB Capital LLC ($125.24K), Diamond Hill Capital Management Inc. ($80.99K), and Rosenthal Henry Capital Advisors Inc. ($59.45K).

How much institutional buying is happening at First Western Financial?

Institutional investors have bought a total of 1,322,140 shares in the last 24 months. This purchase volume represents approximately $25.69M in transactions.

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

Of the 15 institutional investors that sold First Western Financial's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Punch & Associates Investment Management Inc. ($145K), Banc Funds Co. LLC ($118.83K), Wasatch Advisors LP ($116.19K), Diamond Hill Capital Management Inc. ($26.94K), Goldman Sachs Group Inc. ($24.30K), Stifel Financial Corp ($19.53K), and First Western Trust Bank ($16.41K).

How much institutional selling is happening at First Western Financial?

Institutional investors have sold a total of 491,155 shares in the last 24 months. This volume of shares sold represents approximately $9.62M in transactions.


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This page (NASDAQ:MYFW) was last updated on 7/3/2025 by MarketBeat.com Staff
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