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Norwood Financial (NWFL) Institutional Ownership

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$25.64 -0.36 (-1.38%)
Closing price 04:00 PM Eastern
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$25.67 +0.03 (+0.12%)
As of 05:15 PM Eastern
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Institutional Ownership Changes (13F Filings) for Norwood Financial (NASDAQ:NWFL)

Current
Institutional Ownership
Percentage
28.08%
Number of
Institutional Buyers
(last 12 months)
34
Total
Institutional Inflows
(last 12 months)
$53.27M
Number of
Institutional Sellers
(last 12 months)
17
Total
Institutional Outflows
(last 12 months)
$3.37M
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NWFL Institutional Buying and Selling by Quarter

Norwood Financial Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/4/2025Osaic Holdings Inc.1,061$27K0.0%+130.7%0.011%
8/15/2025Tower Research Capital LLC TRC 1,771$46K0.0%+293.6%0.019%
8/15/2025Raffles Associates LP13,863$357K0.4%-30.7%0.150%
8/15/2025Bridgeway Capital Management LLC10,276$265K0.0%-39.6%0.111%
8/15/2025Bank of America Corp DE5,285$136K0.0%-18.7%0.057%
8/14/2025Raymond James Financial Inc.89,419$2.31M0.0%+20.8%0.966%
8/14/2025Fourthstone LLC19,792$510K0.1%N/A0.214%
8/13/2025Marshall Wace LLP25,151$648K0.0%N/A0.272%
8/13/2025Fisher Asset Management LLC11,815$305K0.0%N/A0.128%
8/12/2025JPMorgan Chase & Co.7,473$193K0.0%-45.6%0.081%
8/8/2025Cetera Investment Advisers61,743$1.59M0.0%+1.0%0.667%
8/8/2025Geode Capital Management LLC201,858$5.21M0.0%+3.2%2.180%
8/7/2025Los Angeles Capital Management LLC14,085$363K0.0%N/A0.152%
7/29/2025John G Ullman & Associates Inc.13,600$351K0.1%-38.7%0.147%
6/27/2025Goldman Sachs Group Inc.12,740$308K0.0%-38.6%0.138%
5/16/2025Goldman Sachs Group Inc.12,740$308K0.0%-38.6%0.138%
5/16/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.4,909$119K0.0%+18.5%0.053%
5/16/2025EJF Capital LLC52,877$1.28M0.8%-32.3%0.571%
5/14/2025Jacobs Asset Management LLC60,000$1.45M0.9%-2.3%0.648%
5/14/2025Corebridge Financial Inc.4,079$99K0.0%+13.0%0.044%
5/14/2025Wellington Management Group LLP630,867$15.25M0.0%+2.1%6.811%
5/12/2025Nuveen LLC13,214$319K0.0%N/A0.143%
5/9/2025Deutsche Bank AG6,610$160K0.0%-22.5%0.071%
5/9/2025Charles Schwab Investment Management Inc.23,165$560K0.0%+12.8%0.250%
5/6/2025Cetera Investment Advisers61,139$1.48M0.0%-18.6%0.660%
5/6/2025John G Ullman & Associates Inc.22,200$537K0.1%+18.1%0.240%
4/30/2025Code Waechter LLC14,159$342K0.3%-49.2%0.153%
4/29/2025Bank of New York Mellon Corp23,801$575K0.0%+15.8%0.257%
4/7/2025GAMMA Investing LLC5,076$123K0.0%+42,200.0%0.055%
3/24/2025Wellington Management Group LLP618,052$16.81M0.0%N/A6.672%
3/24/2025Mascagni Wealth Management Inc.5,053$137K0.1%N/A0.055%
2/17/2025Jacobs Asset Management LLC61,423$1.67M1.0%N/A0.759%
2/17/2025Deutsche Bank AG8,533$232K0.0%N/A0.105%
2/17/2025Cetera Investment Advisers75,068$2.04M0.0%-11.6%0.928%
2/17/2025Bridgeway Capital Management LLC20,509$558K0.0%-27.1%0.254%
2/17/2025Bank of America Corp DE9,086$247K0.0%+48.9%0.112%
2/14/2025Raffles Associates LP20,000$544K0.6%N/A0.247%
2/14/2025Emerald Mutual Fund Advisers Trust47,500$1.29M0.1%N/A0.587%
2/14/2025Northern Trust Corp66,149$1.80M0.0%+7.6%0.818%
2/14/2025The Manufacturers Life Insurance Company177,912$4.84M0.0%N/A2.199%
2/14/2025Dimensional Fund Advisors LP106,786$2.91M0.0%+2.9%1.320%
2/13/2025Barclays PLC10,926$298K0.0%+11.6%0.135%
2/13/2025Raymond James Financial Inc.51,247$1.39M0.0%N/A0.633%
2/13/2025Renaissance Technologies LLC42,875$1.17M0.0%-2.5%0.530%
2/13/2025Wells Fargo & Company MN5,203$142K0.0%+21.7%0.064%
2/12/2025Geode Capital Management LLC166,450$4.53M0.0%+0.5%2.057%
2/12/2025Alliancebernstein L.P.76,910$2.09M0.0%N/A0.951%
2/12/2025Wellington Management Group LLP618,052$16.81M0.0%N/A7.640%
2/12/2025JPMorgan Chase & Co.26,314$716K0.0%+89.0%0.325%
2/11/2025Emerald Advisers LLC4,500$122K0.0%N/A0.056%
2/11/2025Community Bank N.A.3,550$97K0.0%-11.1%0.044%
2/11/2025Strategic Financial Services Inc.19,846$540K0.0%-7.0%0.245%
2/10/2025Commonwealth Equity Services LLC25,053$682K0.0%-7.0%0.310%
2/6/2025Raymond James Financial Inc.51,247$1.39M0.0%N/A0.633%
2/5/2025John G Ullman & Associates Inc.18,800$511K0.1%-5.1%0.232%
2/4/2025Bank of New York Mellon Corp20,550$559K0.0%-16.1%0.254%
1/13/2025Code Waechter LLC27,864$758K0.7%-5.7%0.344%
12/26/2024JPMorgan Chase & Co.13,922$384K0.0%+250.5%0.172%
11/19/2024Barclays PLC9,787$270K0.0%+280.5%0.121%
11/16/2024Geode Capital Management LLC165,639$4.57M0.0%-0.6%2.047%
11/15/2024Barclays PLC9,787$270K0.0%+280.5%0.121%
11/15/2024State Street Corp99,889$2.76M0.0%+2.5%1.235%
11/12/2024Charles Schwab Investment Management Inc.20,537$566K0.0%+3.0%0.254%
11/9/2024John G Ullman & Associates Inc.19,800$546K0.1%-9.6%0.245%
11/6/2024Signature Estate & Investment Advisors LLC7,268$200K0.0%N/A0.090%
10/10/2024Code Waechter LLC29,536$815K0.8%N/A0.365%
8/22/2024Cetera Investment Advisers84,919$2.16M0.0%+258.7%1.049%
8/9/2024Dimensional Fund Advisors LP100,067$2.54M0.0%-2.3%1.236%
7/26/2024Bank of New York Mellon Corp30,657$778K0.0%+9.1%0.378%
5/10/2024Vanguard Group Inc.379,847$10.34M0.0%+0.8%4.684%
5/6/2024John G Ullman & Associates Inc.23,360$636K0.1%+233.7%0.288%
5/1/2024BNP Paribas Financial Markets3,402$93K0.0%+58.8%0.042%
4/23/2024Raymond James Financial Services Advisors Inc.45,606$1.24M0.0%+5.9%0.562%
2/8/2024Strategic Financial Services Inc28,611$942K0.1%+34.1%0.355%
2/5/2024Eagle Wealth Strategies LLC23,528$774K0.5%N/A0.292%
1/31/2024John G Ullman & Associates Inc.7,000$230K0.0%N/A0.087%
1/16/2024Raymond James Financial Services Advisors Inc.43,060$1.42M0.0%+5.3%0.534%
1/12/2024SG Americas Securities LLC3,958$130K0.0%N/A0.049%
1/12/2024Cedar Brook Financial Partners LLC7,268$239K0.1%N/A0.090%
1/12/2024Norwood Financial Corp425,201$13.99M21.2%-4.6%5.269%
10/24/2023Bank of New York Mellon Corp28,429$732K0.0%+2.2%0.352%
10/24/2023Raymond James Financial Services Advisors Inc.40,907$1.05M0.0%+5.2%0.507%
10/16/2023Norwood Financial Corp445,854$11.48M18.6%-3.7%5.526%
9/21/2023Barclays PLC1,476$43K0.0%+62.0%0.018%
8/4/2023American International Group Inc.3,552$105K0.0%N/A0.044%
7/27/2023Norwood Financial Corp463,147$13.67M20.5%+16.4%5.711%
7/25/2023Raymond James Financial Services Advisors Inc.38,867$1.15M0.0%-21.2%0.479%
5/16/2023Fourthstone LLC119,805$3.53M1.2%-45.0%1.464%
4/14/2023Raymond James Financial Services Advisors Inc.49,304$1.45M0.0%+53.3%0.603%
2/8/2023Raymond James Financial Services Advisors Inc.32,161$1.08M0.0%+21.2%0.395%
2/1/2023Cedar Brook Financial Partners LLC7,383$247K0.1%N/A0.091%
1/13/2023Norwood Financial Corp398,117$13.31M21.0%+1.5%4.893%
10/28/2022Community Bank N.A.3,992$106K0.0%-50.1%0.049%
10/25/2022Raymond James Financial Services Advisors Inc.26,541$705K0.0%-2.6%0.325%
10/18/2022Allworth Financial LP2,769$74K0.0%N/A0.034%
10/11/2022Norwood Financial Corp392,222$10.42M18.4%+0.5%4.804%
8/11/2022Zullo Investment Group Inc.1,500$36K0.0%N/A0.018%
7/26/2022Community Bank N.A.7,992$194K0.0%-11.1%0.097%
7/7/2022Peoples Financial Services CORP.3,555$86K0.0%-36.9%0.043%
4/26/2022Strategic Financial Services Inc21,824$624K0.0%-17.1%0.266%
(Data available from 1/1/2016 forward)

NWFL Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of NWFL shares?

During the previous two years, 49 institutional investors and hedge funds held shares of Norwood Financial. The most heavily invested institutionals were Wellington Management Group LLP ($15.25M), Norwood Financial Corp ($13.99M), Vanguard Group Inc. ($10.34M), Geode Capital Management LLC ($5.21M), The Manufacturers Life Insurance Company ($4.84M), Dimensional Fund Advisors LP ($2.91M), and State Street Corp ($2.76M).Learn more on Norwood Financial's institutional investors.

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

28.08% of Norwood Financial's stock is owned by institutional investors. Learn more on NWFL's institutional investor holdings.

Which institutional investors have been buying Norwood Financial's stock?

Of the 41 institutional investors that purchased Norwood Financial's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Wellington Management Group LLP ($1.25M), The Manufacturers Life Insurance Company ($177.91K), Raymond James Financial Inc. ($117.90K), Alliancebernstein L.P. ($76.91K), Cetera Investment Advisers ($61.85K), Jacobs Asset Management LLC ($61.42K), and Emerald Mutual Fund Advisers Trust ($47.50K).

How much institutional buying is happening at Norwood Financial?

Institutional investors have bought a total of 1,967,159 shares in the last 24 months. This purchase volume represents approximately $53.27M in transactions.

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

Of the 17 institutional investors that sold Norwood Financial's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: EJF Capital LLC ($25.20K), Cetera Investment Advisers ($23.81K), Goldman Sachs Group Inc. ($16.02K), Code Waechter LLC ($15.38K), Bridgeway Capital Management LLC ($14.37K), John G Ullman & Associates Inc. ($11.71K), and JPMorgan Chase & Co. ($6.26K).

How much institutional selling is happening at Norwood Financial?

Institutional investors have sold a total of 133,249 shares in the last 24 months. This volume of shares sold represents approximately $3.37M in transactions.


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This page (NASDAQ:NWFL) was last updated on 9/29/2025 by MarketBeat.com Staff
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