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Norwood Financial (NWFL) Institutional Ownership

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$26.90 +0.99 (+3.82%)
Closing price 05/2/2025 04:00 PM Eastern
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$26.84 -0.05 (-0.20%)
As of 05/2/2025 04:05 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.
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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)
26
Total
Institutional Inflows
(last 12 months)
$52.16M
Number of
Institutional Sellers
(last 12 months)
11
Total
Institutional Outflows
(last 12 months)
$1.27M
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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
4/30/2025 Code Waechter LLC14,159$342K0.3%-49.2%0.153%
4/29/2025 Bank of New York Mellon Corp23,801$575K0.0%+15.8%0.257%
4/7/2025 GAMMA Investing LLC5,076$123K0.0%+42,200.0%0.055%
3/24/2025Wellington Management Group LLP618,052$16.81M0.0%N/A6.672%
3/24/2025 Mascagni 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%
2/14/2025 Emerald 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 Company 177,912$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%
2/11/2025 Emerald Advisers LLC4,500$122K0.0%N/A0.056%
2/11/2025 Community 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%
2/4/2025 Bank of New York Mellon Corp20,550$559K0.0%-16.1%0.254%
1/13/2025 Code 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%
10/10/2024 Code Waechter LLC29,536$815K0.8%N/A0.365%
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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%
7/26/2024 Bank 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%
2/5/2024 Eagle 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%
1/12/2024 SG 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%
10/24/2023 Bank 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%
10/28/2022 Community 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%
10/18/2022 Allworth Financial LP2,769$74K0.0%N/A0.034%
10/11/2022Norwood Financial Corp392,222$10.42M18.4%+0.5%4.804%
8/11/2022 Zullo Investment Group Inc.1,500$36K0.0%N/A0.018%
7/26/2022 Community Bank N.A.7,992$194K0.0%-11.1%0.097%
7/7/2022 Peoples Financial Services CORP.3,555$86K0.0%-36.9%0.043%
4/26/2022Strategic Financial Services Inc21,824$624K0.0%-17.1%0.266%
4/15/2022 Peoples Financial Services CORP.5,630$161K0.1%-34.8%0.069%
4/6/2022Cedar Brook Financial Partners LLC7,498$214K0.1%N/A0.091%
2/15/2022Strategic Financial Services Inc26,341$685K0.1%-29.6%0.322%
2/9/2022Dimensional Fund Advisors LP93,209$2.42M0.0%-3.4%1.140%
2/8/2022Norwood Financial Corp390,522$10.15M14.1%N/A4.776%
2/8/2022Northern Trust Corp17,374$451K0.0%+4.4%0.213%
1/24/2022 Tompkins Financial Corp5,000$130K0.0%N/A0.061%
11/16/2021Cetera Advisor Networks LLC14,289$364K0.0%-11.2%0.174%
11/15/2021Dimensional Fund Advisors LP96,472$2.48M0.0%-2.8%1.173%
11/15/2021M3F Inc.19,459$496K0.2%-57.1%0.237%
11/12/2021Renaissance Technologies LLC74,325$1.90M0.0%-23.9%0.904%
11/12/2021Geode Capital Management LLC65,753$1.69M0.0%+10.0%0.800%
11/9/2021BlackRock Inc.30,785$785K0.0%-10.2%0.375%
11/4/2021LSV Asset Management7,000$179K0.0%N/A0.085%
10/28/2021 Community Bank N.A.8,992$229K0.0%-16.5%0.109%
10/15/2021 Peoples Financial Services CORP.8,630$220K0.1%-28.1%0.105%
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9/3/2021Parametric Portfolio Associates LLC8,698$226K0.0%N/A0.106%
8/17/2021Millennium Management LLC89,335$2.32M0.0%N/A1.086%
8/17/2021Bridgeway Capital Management LLC26,112$679K0.0%+72.8%0.318%
8/16/2021Cedar Brook Financial Partners LLC7,711$200K0.1%N/A0.094%
8/16/2021State Street Corp10,940$284K0.0%-88.6%0.133%
8/13/2021Renaissance Technologies LLC97,625$2.54M0.0%+25.4%1.187%
8/13/2021Northern Trust Corp17,084$445K0.0%-73.6%0.208%
8/13/2021WBI Investments Inc.13,606$354K0.1%N/A0.165%
8/13/2021Stifel Financial Corp11,684$304K0.0%-7.9%0.142%
8/13/2021Geode Capital Management LLC59,792$1.55M0.0%-36.1%0.727%
(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, 40 institutional investors and hedge funds held shares of Norwood Financial. The most heavily invested institutionals were Wellington Management Group LLP ($16.81M), Norwood Financial Corp ($13.99M), Vanguard Group Inc. ($10.34M), The Manufacturers Life Insurance Company ($4.84M), Geode Capital Management LLC ($4.53M), Fourthstone LLC ($3.53M), and Dimensional Fund Advisors LP ($2.91M).Learn more on NWFL's institutional investors.

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

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

Which institutional investors have been buying Norwood Financial stock?

Of the 34 institutional investors that purchased Norwood Financial stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Wellington Management Group LLP ($1.24M), The Manufacturers Life Insurance Company ($177.91K), Raymond James Financial Inc. ($102.49K), Alliancebernstein L.P. ($76.91K), Norwood Financial Corp ($65.23K), Jacobs Asset Management LLC ($61.42K), and Cetera Investment Advisers ($61.25K).

How much institutional buying is happening at Norwood Financial?

Institutional investors have bought a total of 2,048,985 shares in the last 24 months. This purchase volume represents approximately $56.07M in transactions.

Which Norwood Financial major shareholders have been selling company stock?

Of the 14 institutional investors that sold Norwood Financial stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Fourthstone LLC ($97.96K), Norwood Financial Corp ($37.95K), Code Waechter LLC ($15.38K), Raymond James Financial Services Advisors Inc. ($10.44K), Cetera Investment Advisers ($9.88K), Bridgeway Capital Management LLC ($7.64K), and Bank of New York Mellon Corp ($3.95K).

How much institutional selling is happening at Norwood Financial?

Institutional investors have sold a total of 194,493 shares in the last 24 months. This volume of shares sold represents approximately $5.58M in transactions.


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This page (NASDAQ:NWFL) was last updated on 5/3/2025 by MarketBeat.com Staff
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