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 | 11/14/2024 | 722,320 | $14.45 M | -4.33% | 7.49% |
| BLACKROCK FUNDING, INC. /DE | 11/13/2024 | 527,380 | $10.55 M | 100.00% | 5.47% |
| WASATCH ADVISORS LP | 11/14/2024 | 446,009 | $8.92 M | 22.53% | 4.62% |
| VANGUARD GROUP INC | 11/13/2024 | 401,626 | $8.03 M | 1.89% | 4.16% |
| ALLIANCEBERNSTEIN L.P. | 11/14/2024 | 351,564 | $7.03 M | 2.30% | 3.64% |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 11/14/2024 | 347,915 | $6.96 M | 2.68% | 3.61% |
| NORTH REEF CAPITAL MANAGEMENT LP | 11/14/2024 | 303,421 | $6.07 M | 1.64% | 3.15% |
| STRATEGIC VALUE BANK PARTNERS LLC | 11/14/2024 | 249,226 | $4.98 M | 0.00% | 2.58% |
| JACOBS ASSET MANAGEMENT, LLC | 11/14/2024 | 208,114 | $4.16 M | 31.36% | 2.16% |
| DIMENSIONAL FUND ADVISORS LP | 11/07/2024 | 178,246 | $3.56 M | 11.71% | 1.85% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2024 | 174,570 | $3.49 M | 1.55% | 1.81% |
| TIETON CAPITAL MANAGEMENT, LLC | 11/12/2024 | 150,790 | $3.02 M | -0.41% | 1.56% |
| DIAMOND HILL CAPITAL MANAGEMENT INC | 11/04/2024 | 141,416 | $2.83 M | -12.48% | 1.47% |
| KENNEDY CAPITAL MANAGEMENT LLC | 11/14/2024 | 136,432 | $2.73 M | -28.90% | 1.41% |
| FIRST WESTERN TRUST BANK | 11/07/2024 | 120,157 | $2.40 M | 6.15% | 1.25% |
| STATE STREET CORP | 11/14/2024 | 112,268 | $2.25 M | 5.26% | 1.16% |
| FJ CAPITAL MANAGEMENT LLC | 11/14/2024 | 105,611 | $2.11 M | -68.65% | 1.09% |
| MENDON CAPITAL ADVISORS CORP | 11/14/2024 | 102,166 | $2.04 M | 43.06% | 1.06% |
| RMB CAPITAL MANAGEMENT, LLC | 11/06/2024 | 89,374 | $1.79 M | 25.15% | 0.93% |
| RHINO INVESTMENT PARTNERS, INC | 11/12/2024 | 54,941 | $1.10 M | 100.00% | 0.57% |
| CHERRY CREEK INVESTMENT ADVISORS, INC. | 10/22/2024 | 51,939 | $1.04 M | 0.00% | 0.54% |
| GOLDMAN SACHS GROUP INC | 11/14/2024 | 49,208 | $984,160 | 33.76% | 0.51% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 11/14/2024 | 46,915 | $938,300 | 11.34% | 0.49% |
| CRESSET ASSET MANAGEMENT, LLC | 11/14/2024 | 45,316 | $906,320 | 0.00% | 0.47% |
| BOOTHBAY FUND MANAGEMENT, LLC | 11/14/2024 | 34,475 | $689,500 | 100.00% | 0.36% |
| NUVEEN ASSET MANAGEMENT, LLC | 11/14/2024 | 28,148 | $562,960 | 2.96% | 0.29% |
| STRS OHIO | 11/01/2024 | 26,500 | $530,000 | -7.02% | 0.27% |
| RAYMOND JAMES & ASSOCIATES | 10/18/2024 | 25,000 | $500,000 | 0.00% | 0.26% |
| MORGAN STANLEY | 11/14/2024 | 22,978 | $459,560 | 186.12% | 0.24% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 11/12/2024 | 22,554 | $451,080 | 7.59% | 0.23% |
| EMPOWERED FUNDS, LLC | 11/06/2024 | 21,859 | $437,180 | 5.16% | 0.23% |
| STIFEL FINANCIAL CORP | 11/14/2024 | 19,853 | $397,060 | -49.59% | 0.21% |
| BARCLAYS PLC | 11/19/2024 | 17,583 | $353,000 | 112.51% | 0.18% |
| BANK OF NEW YORK MELLON CORP | 11/12/2024 | 16,617 | $332,340 | -27.62% | 0.17% |
| CITADEL ADVISORS LLC | 11/14/2024 | 15,618 | $312,360 | -9.53% | 0.16% |
| LIDO ADVISORS, LLC | 11/14/2024 | 13,924 | $278,480 | 0.00% | 0.14% |
| JPMORGAN CHASE & CO | 12/26/2024 | 13,674 | $273,480 | 283.99% | 0.14% |
| SIPPICAN CAPITAL ADVISORS | 10/28/2024 | 13,600 | $272,000 | 100.00% | 0.14% |
| ELCO MANAGEMENT CO., LLC | 11/14/2024 | 12,792 | $255,840 | 12.07% | 0.13% |
| RHUMBLINE ADVISERS | 11/12/2024 | 11,533 | $230,660 | -3.48% | 0.12% |
| BANK OF AMERICA CORP /DE/ | 11/14/2024 | 10,776 | $215,520 | -12.82% | 0.11% |
| ROYAL BANK OF CANADA | 11/14/2024 | 7,415 | $148,000 | 0.87% | 0.08% |
| ACADIAN ASSET MANAGEMENT LLC | 11/12/2024 | 5,690 | $113,000 | 47.14% | 0.06% |
| WELLS FARGO & COMPANY/MN | 11/13/2024 | 4,775 | $95,500 | -1.28% | 0.05% |
| METLIFE INVESTMENT MANAGEMENT, LLC | 11/13/2024 | 4,620 | $92,400 | 0.00% | 0.05% |
| NEW YORK STATE COMMON RETIREMENT FUND | 10/28/2024 | 4,568 | $91,000 | -17.96% | 0.05% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 11/14/2024 | 4,338 | $86,760 | 33.31% | 0.05% |
| COREBRIDGE FINANCIAL, INC. | 11/13/2024 | 4,336 | $86,720 | 1.00% | 0.04% |
| UBS GROUP AG | 11/14/2024 | 3,847 | $76,940 | -54.33% | 0.04% |
| FMR LLC | 11/13/2024 | 3,117 | $62,340 | 347.20% | 0.03% |
First Western Financial, Inc.institutional Ownership - FAQ's
During the previous two years, 71 institutional investors and hedge funds held shares of First Western Financial, Inc.. The most heavily invested institutionals were:
BANC FUNDS CO LLC: 722,320
BlackRock Funding, Inc. /DE: 527,380
WASATCH ADVISORS LP: 446,009
VANGUARD GROUP INC: 401,626
ALLIANCEBERNSTEIN L.P.: 351,564
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.: 347,915
57.92% of First Western Financial, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 6.10 M shares in the last 24 months. This purchase volume represents approximately $109.54 M in transactions.