First Western Financial (MYFW) Institutional Ownership $21.51 -0.23 (-1.06%) Closing price 05/22/2025 04:00 PM EasternExtended Trading$21.46 -0.05 (-0.21%) As of 05/22/2025 04:01 PM Eastern Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more. Add Compare Share Share Ownership Stock AnalysisAnalyst ForecastsChartCompetitorsEarningsHeadlinesInsider TradesOwnershipSEC FilingsShort InterestSustainabilityTrendsBuy This Stock Institutional Ownership Changes (13F Filings) for First Western Financial (NASDAQ:MYFW)CurrentInstitutional OwnershipPercentage60.26%Number ofInstitutional Buyers(last 12 months)37TotalInstitutional Inflows(last 12 months)$25.20MNumber ofInstitutional Sellers(last 12 months)15TotalInstitutional Outflows(last 12 months)$9.38M Get MYFW Insider Trade Alerts Want to know when executives and insiders are buying or selling First Western Financial stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily. Email Address Skip Chart & View Institutional Buying and Selling Data MYFW Institutional Buying and Selling by Quarter First Western Financial Major Shareholders & Ownership History Export to ExcelReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails5/21/2025 Acadian Asset Management LLC40,626$796K0.0%+122.7%0.418% 5/16/2025 Empowered Funds LLC24,763$487K0.0%+8.0%0.255% 5/16/2025 Goldman Sachs Group Inc.36,257$712K0.0%-25.1%0.373% 5/16/2025 Punch & Associates Investment Management Inc.210,475$4.14M0.3%-40.8%2.166% 5/14/2025 Jacobs Asset Management LLC325,177$6.39M4.0%+4.2%3.364% 5/14/2025 Rhino Investment Partners Inc225,710$4.44M1.1%-2.8%2.335% 5/14/2025 Hsbc Holdings PLC10,657$201K0.0%-27.1%0.110% 5/13/2025 Persistent Asset Partners Ltd17,384$342K0.3%+19.6%0.180% 5/12/2025 Nuveen LLC28,148$553K0.0%N/A0.291% 5/12/2025 First Western Trust Bank112,170$2.20M0.1%+0.4%1.160% Get the Latest News and Ratings for MYFW and Related StocksEnter your email address below to receive the latest news and analysts' ratings for First Western Financial and its competitors with MarketBeat's FREE daily newsletter. 5/6/2025 Diamond Hill Capital Management Inc.158,544$3.12M0.0%+2.4%1.640% 4/30/2025 Rosenthal Henry Capital Advisors Inc.56,187$1.10M1.1%-5.5%0.579% 4/29/2025 Bank of New York Mellon Corp18,664$367K0.0%+12.3%0.192% 4/28/2025 Sippican Capital Advisors40,070$787K0.6%+61.9%0.413% 2/17/2025 Jacobs Asset Management LLC312,124$6.10M3.7%+50.0%3.231% 2/17/2025 Bridgeway Capital Management LLC66,690$1.30M0.0%+42.2%0.690% 2/17/2025 Citadel Advisors LLC17,296$338K0.0%+10.7%0.179% 2/17/2025 Bank of America Corp DE15,159$296K0.0%+40.7%0.157% 2/17/2025 BNP Paribas Financial Markets1,398$27K0.0%-30.4%0.014% 2/14/2025 Rhino Investment Partners Inc232,189$4.54M1.0%+322.6%2.404% 2/14/2025 Northern Trust Corp63,945$1.25M0.0%-1.7%0.662% 2/14/2025 Boothbay Fund Management LLC60,461$1.18M0.0%+75.4%0.626% 2/14/2025 North Reef Capital Management LP312,423$6.11M0.3%+3.0%3.234% 2/14/2025 Mendon Capital Advisors Corp257,598$5.04M2.5%+152.1%2.667% 2/14/2025 Hsbc Holdings PLC14,619$285K0.0%+5.0%0.151% 2/14/2025 Tower Research Capital LLC TRC1,259$25K0.0%+244.9%0.013% 2/14/2025 Dimensional Fund Advisors LP192,681$3.77M0.0%+8.1%1.995% 2/14/2025 Curi RMB Capital LLC196,656$3.85M0.1%+120.0%2.036% 2/14/2025 Banc Funds Co. LLC636,177$12.44M1.4%-11.9%6.586% 2/13/2025 Fourthstone LLC24,972$488K0.1%N/A0.259% 2/13/2025 Wasatch Advisors LP329,817$6.45M0.0%-26.1%3.414% 2/13/2025 Barclays PLC21,808$427K0.0%+24.0%0.226% 2/13/2025 Kennedy Capital Management LLC131,145$2.56M0.1%-3.9%1.358% 2/13/2025 Raymond James Financial Inc.25,000$489K0.0%N/A0.259% 2/13/2025 ELCO Management Co. LLC18,763$367K0.2%+46.7%0.194% 2/13/2025 Wells Fargo & Company MN5,885$115K0.0%+23.2%0.061% 2/13/2025 First Western Trust Bank111,675$2.18M0.1%-7.1%1.156% 2/12/2025 Biltmore Family Office LLC45,316$886K0.1%N/A0.469% 2/12/2025 Geode Capital Management LLC171,906$3.36M0.0%-1.5%1.780% 2/12/2025 Alliancebernstein L.P.354,571$6.93M0.0%+0.9%3.671% Trump wipes out trillions overnight… (Ad)Is there anybody more powerful than Donald Trump right now? In a single tariff announcement, he wiped out nearly $5 trillion in wealth from the S&P 500 and $6.4 trillion from the Dow Jones… Not to mention the countless trillions of dollars lost in every market around the world… leaving the major political powers scrambling in fear of Trump’s next move.Whether you take some of that wealth for yourself depends on if you watch this controversial exposé 2/12/2025 JPMorgan Chase & Co.29,752$582K0.0%+117.6%0.308% 2/11/2025 Tieton Capital Management LLC184,612$3.61M1.5%+22.4%1.911% 2/10/2025 Diamond Hill Capital Management Inc.154,878$3.03M0.0%+9.5%1.603% 2/6/2025 Raymond James Financial Inc.25,000$489K0.0%N/A0.259% 1/30/2025 Rhumbline Advisers12,623$247K0.0%+9.5%0.131% 1/28/2025 Empowered Funds LLC22,939$448K0.0%+4.9%0.237% 1/24/2025 Rosenthal Henry Capital Advisors Inc.59,445$1.16M1.1%N/A0.615% 1/23/2025 Sippican Capital Advisors24,745$484K0.4%+81.9%0.256% 12/26/2024 JPMorgan Chase & Co.13,674$273K0.0%+284.0%0.141% 11/19/2024 Barclays PLC17,583$353K0.0%+112.5%0.182% 11/16/2024 Geode Capital Management LLC174,570$3.49M0.0%+1.5%1.806% 11/15/2024 Barclays PLC17,583$353K0.0%+112.5%0.182% 11/15/2024 State Street Corp112,268$2.25M0.0%+5.3%1.162% 11/15/2024 Stifel Financial Corp19,853$397K0.0%-49.6%0.205% 11/15/2024 Jacobs Asset Management LLC208,114$4.16M2.8%+31.4%2.153% 11/15/2024 Banc Funds Co. LLC722,320$14.45M1.6%-4.3%7.474% 11/14/2024 Wasatch Advisors LP446,009$8.92M0.0%+22.5%4.617% 11/13/2024 FMR LLC3,117$62K0.0%+347.2%0.032% 11/12/2024 Tieton Capital Management LLC150,790$3.02M1.6%-0.4%1.561% 11/12/2024 Charles Schwab Investment Management Inc.22,554$451K0.0%+7.6%0.233% 11/7/2024 First Western Trust Bank120,157$2.40M0.1%+6.2%1.243% 11/6/2024 Empowered Funds LLC21,859$437K0.0%+5.2%0.226% 11/6/2024 Curi RMB Capital LLC89,374$1.79M0.0%+25.1%0.925% 11/4/2024 Diamond Hill Capital Management Inc.141,416$2.83M0.0%-12.5%1.464% 10/28/2024 Sippican Capital Advisors13,600$272K0.2%N/A0.141% 8/30/2024 Mendon Capital Advisors Corp71,415$1.21M1.0%+128.3%0.742% 8/15/2024 ELCO Management Co. LLC11,414$194K0.1%N/A0.119% 8/12/2024 Hsbc Holdings PLC12,368$210K0.0%N/A0.129% 8/9/2024 Dimensional Fund Advisors LP159,563$2.71M0.0%+7.5%1.658% 8/9/2024 Diamond Hill Capital Management Inc.161,588$2.75M0.0%-4.0%1.680% 8/8/2024 Strategic Value Bank Partners LLC249,226$4.24M2.8%+12.9%2.590% 8/5/2024 First Western Trust Bank113,194$1.92M0.1%-6.5%1.177% 5/16/2024 Kennedy Capital Management LLC246,196$3.59M0.1%-18.7%2.559% 5/10/2024 Vanguard 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% 2/23/2024 Mendon Capital Advisors Corp57,063$1.13M0.5%N/A0.597% 2/14/2024 Wasatch Advisors LP317,818$6.30M0.0%+10.0%3.324% 2/9/2024 Tieton Capital Management LLC152,760$3.03M1.7%-0.6%1.598% 2/7/2024 First 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% 11/15/2023 Kennedy Capital Management LLC311,579$5.66M0.1%+3.6%3.259% 11/13/2023 North Reef Capital Management LP464,305$8.43M0.5%+2.5%4.857% 11/2/2023 Diamond Hill Capital Management Inc.178,146$3.23M0.0%-2.6%1.865% 11/1/2023 Tieton Capital Management LLC153,611$2.79M1.8%-4.8%1.608% 10/26/2023 Punch & 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% Trump wipes out trillions overnight… (Ad)Is there anybody more powerful than Donald Trump right now? In a single tariff announcement, he wiped out nearly $5 trillion in wealth from the S&P 500 and $6.4 trillion from the Dow Jones… Not to mention the countless trillions of dollars lost in every market around the world… leaving the major political powers scrambling in fear of Trump’s next move.Whether you take some of that wealth for yourself depends on if you watch this controversial exposé 9/21/2023 Barclays PLC3,142$58K0.0%-43.5%0.033% 8/11/2023 Banc Funds Co. LLC758,386$14.11M1.7%+4.1%7.941% 8/11/2023 First Western Trust Bank130,780$2.43M0.1%+3.2%1.369% 8/8/2023 Diamond 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% 5/15/2023 ELCO Management Co. LLC10,046$199K0.1%-13.8%0.105% 5/15/2023 North Reef Capital Management LP430,000$8.51M1.0%+4.6%4.508% (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 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 45 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: 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 1,697,713 shares in the last 24 months. This purchase volume represents approximately $32.53M in transactions. Which First Western Financial major shareholders have been selling company stock? Of the 18 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: Punch & Associates Investment Management Inc. ($145K), Banc Funds Co. LLC ($118.83K), Wasatch Advisors LP ($116.19K), Kennedy Capital Management LLC ($61.89K), Diamond Hill Capital Management Inc. ($31.70K), First Western Trust Bank ($26.07K), and Stifel Financial Corp ($19.53K). How much institutional selling is happening at First Western Financial? Institutional investors have sold a total of 570,238 shares in the last 24 months. This volume of shares sold represents approximately $10.83M in transactions. 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