Recent Quarter Total Invested
$95.29 M
Recent Quarter Institutional Ownership Percentage
57.79%
Total Invested of Last Quarter
$80.34 M
Ownership Percentage of Last Quarter
57.13%
First Western Financial, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BANC FUNDS CO LLC | 08/14/2024 | 755,007 | $12.84 M | -1.48% | 7.85% |
| BLACKROCK INC. | 08/13/2024 | 509,507 | $8.66 M | -0.14% | 5.30% |
| VANGUARD GROUP INC | 08/13/2024 | 394,189 | $6.70 M | 6.74% | 4.10% |
| WASATCH ADVISORS LP | 08/14/2024 | 363,990 | $6.19 M | 0.00% | 3.78% |
| ALLIANCEBERNSTEIN L.P. | 08/14/2024 | 343,670 | $5.84 M | 4.14% | 3.57% |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 08/14/2024 | 338,837 | $5.76 M | -2.33% | 3.52% |
| FJ CAPITAL MANAGEMENT LLC | 08/14/2024 | 336,833 | $5.73 M | -8.78% | 3.50% |
| NORTH REEF CAPITAL MANAGEMENT LP | 08/14/2024 | 298,530 | $5.08 M | -25.71% | 3.10% |
| STRATEGIC VALUE BANK PARTNERS LLC | 08/08/2024 | 249,226 | $4.24 M | 12.94% | 2.59% |
| KENNEDY CAPITAL MANAGEMENT LLC | 08/14/2024 | 191,876 | $3.26 M | -22.06% | 1.99% |
| GEODE CAPITAL MANAGEMENT, LLC | 08/09/2024 | 171,909 | $2.92 M | 5.07% | 1.79% |
| DIAMOND HILL CAPITAL MANAGEMENT INC | 08/08/2024 | 161,588 | $2.75 M | -4.02% | 1.68% |
| DIMENSIONAL FUND ADVISORS LP | 08/09/2024 | 159,563 | $2.71 M | 7.49% | 1.66% |
| JACOBS ASSET MANAGEMENT, LLC | 08/06/2024 | 158,435 | $2.69 M | 100.00% | 1.65% |
| TIETON CAPITAL MANAGEMENT, LLC | 08/09/2024 | 151,405 | $2.57 M | 0.17% | 1.57% |
| FIRST WESTERN TRUST BANK | 08/05/2024 | 113,194 | $1.92 M | -6.54% | 1.18% |
| STATE STREET CORP | 08/14/2024 | 106,657 | $1.81 M | -0.78% | 1.11% |
| MENDON CAPITAL ADVISORS CORP | 08/30/2024 | 71,415 | $1.98 M | 128.33% | 0.74% |
| RMB CAPITAL MANAGEMENT, LLC | 08/13/2024 | 71,415 | $1.21 M | 70.17% | 0.74% |
| NORTHERN TRUST CORP | 08/14/2024 | 65,792 | $1.12 M | -2.61% | 0.68% |
| CHERRY CREEK INVESTMENT ADVISORS, INC. | 07/18/2024 | 51,939 | $882,963 | 0.00% | 0.54% |
| CRESSET ASSET MANAGEMENT, LLC | 08/14/2024 | 45,316 | $770,372 | 0.00% | 0.47% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 08/14/2024 | 42,138 | $716,346 | -3.48% | 0.44% |
| STIFEL FINANCIAL CORP | 08/13/2024 | 39,383 | $669,511 | -48.85% | 0.41% |
| GOLDMAN SACHS GROUP INC | 08/13/2024 | 36,787 | $625,379 | 75.06% | 0.38% |
| STRS OHIO | 08/05/2024 | 28,500 | $484,500 | -8.95% | 0.30% |
| NUVEEN ASSET MANAGEMENT, LLC | 08/09/2024 | 27,338 | $464,746 | 7.19% | 0.28% |
| RAYMOND JAMES & ASSOCIATES | 07/19/2024 | 25,000 | $425,000 | 0.00% | 0.26% |
| BANK OF NEW YORK MELLON CORP | 07/25/2024 | 22,959 | $390,303 | 2.27% | 0.24% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 08/12/2024 | 20,962 | $356,354 | 0.00% | 0.22% |
| EMPOWERED FUNDS, LLC | 07/30/2024 | 20,787 | $353,379 | -6.80% | 0.22% |
| INVESCO LTD. | 08/13/2024 | 18,204 | $309,468 | -17.17% | 0.19% |
| CITADEL ADVISORS LLC | 08/14/2024 | 17,263 | $293,471 | 100.00% | 0.18% |
| LIDO ADVISORS, LLC | 08/15/2024 | 13,924 | $236,708 | 0.00% | 0.14% |
| HSBC HOLDINGS PLC | 08/12/2024 | 12,368 | $209,514 | 100.00% | 0.13% |
| BANK OF AMERICA CORP /DE/ | 08/14/2024 | 12,360 | $210,120 | 34.01% | 0.13% |
| RHUMBLINE ADVISERS | 08/01/2024 | 11,949 | $203,133 | -2.85% | 0.12% |
| ELCO MANAGEMENT CO., LLC | 08/14/2024 | 11,414 | $194,038 | 100.00% | 0.12% |
| TWO SIGMA ADVISERS, LP | 08/14/2024 | 10,500 | $178,500 | -0.94% | 0.11% |
| UBS GROUP AG | 08/14/2024 | 8,424 | $143,208 | 5.63% | 0.09% |
| BARCLAYS PLC | 08/14/2024 | 8,274 | $141,000 | -10.74% | 0.09% |
| MORGAN STANLEY | 08/14/2024 | 8,031 | $136,527 | -26.02% | 0.08% |
| ROYAL BANK OF CANADA | 08/14/2024 | 7,351 | $125,000 | 8.42% | 0.08% |
| DEUTSCHE BANK AG\ | 08/14/2024 | 7,035 | $119,595 | -2.31% | 0.07% |
| NEW YORK STATE COMMON RETIREMENT FUND | 07/31/2024 | 5,568 | $95,000 | -0.02% | 0.06% |
| WELLS FARGO & COMPANY/MN | 08/13/2024 | 4,837 | $82,229 | 9.21% | 0.05% |
| METLIFE INVESTMENT MANAGEMENT, LLC | 08/13/2024 | 4,620 | $78,540 | 100.00% | 0.05% |
| COREBRIDGE FINANCIAL, INC. | 08/14/2024 | 4,293 | $72,981 | 100.00% | 0.04% |
| ACADIAN ASSET MANAGEMENT LLC | 08/06/2024 | 3,867 | $65,000 | 0.00% | 0.04% |
| JPMORGAN CHASE & CO | 08/12/2024 | 3,561 | $60,537 | -66.29% | 0.04% |
First Western Financial, Inc.institutional Ownership - Frequently Asked Questions
-
Who are the largest shareholders of MYFW shares?
During the previous two years, 69 institutional investors and hedge funds held shares of First Western Financial, Inc.. The most heavily invested institutionals were:
BANC FUNDS CO LLC: 755,007
BlackRock Inc.: 509,507
VANGUARD GROUP INC: 394,189
WASATCH ADVISORS LP: 363,990
ALLIANCEBERNSTEIN L.P.: 343,670
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.: 338,837
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What percentage of First Western Financial, Inc. stock is owned by institutional investors?
57.79% of First Western Financial, Inc. stock is owned by institutional investors.
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How much institutional buying is happening at MYFW ?
Institutional investors have bought a total of 5.62 M shares in the last 24 months. This purchase volume represents approximately $113.28 M in transactions.