Recent Quarter Total Invested
$47.84 M
Recent Quarter Institutional Ownership Percentage
23.39%
Total Invested of Last Quarter
$62.50 M
Ownership Percentage of Last Quarter
28.49%
Norwood Financial Corp. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK INC. | 08/13/2024 | 551,738 | $14.00 M | 1.63% | 6.85% |
| VANGUARD GROUP INC | 08/13/2024 | 381,277 | $9.68 M | 0.38% | 4.73% |
| GEODE CAPITAL MANAGEMENT, LLC | 08/09/2024 | 166,571 | $4.23 M | 5.37% | 2.07% |
| DIMENSIONAL FUND ADVISORS LP | 08/09/2024 | 100,067 | $2.54 M | -2.29% | 1.24% |
| STATE STREET CORP | 08/14/2024 | 97,487 | $2.47 M | 0.22% | 1.21% |
| CETERA INVESTMENT ADVISERS | 08/22/2024 | 84,919 | $2.16 M | 258.73% | 1.05% |
| NORTHERN TRUST CORP | 08/14/2024 | 63,239 | $1.61 M | -4.65% | 0.78% |
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. | 07/19/2024 | 48,011 | $1.22 M | 5.27% | 0.60% |
| RENAISSANCE TECHNOLOGIES LLC | 08/09/2024 | 43,875 | $1.11 M | 0.00% | 0.54% |
| BANK OF NEW YORK MELLON CORP | 07/25/2024 | 30,657 | $778,079 | 9.12% | 0.38% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 08/14/2024 | 29,330 | $744,395 | 0.00% | 0.36% |
| COMMONWEALTH EQUITY SERVICES, LLC | 07/31/2024 | 26,877 | $682,000 | 0.26% | 0.33% |
| STRATEGIC FINANCIAL SERVICES, INC, | 08/12/2024 | 24,284 | $616,328 | -5.82% | 0.30% |
| EAGLE WEALTH STRATEGIES LLC | 07/18/2024 | 23,528 | $597,141 | 0.00% | 0.29% |
| JOHN G ULLMAN & ASSOCIATES INC | 08/08/2024 | 21,907 | $556,000 | -6.22% | 0.27% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 08/12/2024 | 19,937 | $506,001 | 0.00% | 0.25% |
| MORGAN STANLEY | 08/14/2024 | 17,062 | $433,050 | -15.43% | 0.21% |
| INVESCO LTD. | 08/13/2024 | 13,971 | $354,584 | 0.16% | 0.17% |
| MINERVA ADVISORS LLC | 08/12/2024 | 13,681 | $342,709 | 0.00% | 0.17% |
| PNC FINANCIAL SERVICES GROUP, INC. | 08/09/2024 | 13,439 | $341,082 | 0.00% | 0.17% |
| NUVEEN ASSET MANAGEMENT, LLC | 08/09/2024 | 13,214 | $335,372 | 0.00% | 0.16% |
| AMERICAN CENTURY COMPANIES INC | 08/07/2024 | 9,871 | $250,526 | -3.67% | 0.12% |
| LPL FINANCIAL LLC | 08/07/2024 | 9,784 | $248,318 | 0.00% | 0.12% |
| STIFEL FINANCIAL CORP | 08/13/2024 | 8,922 | $226,445 | 0.00% | 0.11% |
| ROYAL BANK OF CANADA | 08/14/2024 | 8,498 | $216,000 | 6.64% | 0.11% |
| RHUMBLINE ADVISERS | 08/01/2024 | 8,073 | $204,886 | -3.72% | 0.10% |
| BANK OF AMERICA CORP /DE/ | 08/14/2024 | 6,026 | $152,940 | 44.86% | 0.07% |
| METLIFE INVESTMENT MANAGEMENT, LLC | 08/13/2024 | 4,376 | $111,063 | 10.37% | 0.05% |
| COREBRIDGE FINANCIAL, INC. | 08/14/2024 | 4,015 | $101,901 | 100.00% | 0.05% |
| COMMUNITY BANK, N.A. | 08/14/2024 | 3,992 | $101,276 | 0.00% | 0.05% |
| JPMORGAN CHASE & CO | 08/12/2024 | 3,972 | $100,809 | -71.81% | 0.05% |
| PEOPLES FINANCIAL SERVICES CORP. | 07/25/2024 | 3,555 | $90,189 | 0.00% | 0.04% |
| WELLS FARGO & COMPANY/MN | 08/13/2024 | 3,278 | $83,199 | 27.35% | 0.04% |
| NEW YORK STATE COMMON RETIREMENT FUND | 07/31/2024 | 3,261 | $83,000 | 0.06% | 0.04% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 08/14/2024 | 3,254 | $82,587 | 100.00% | 0.04% |
| TOWER RESEARCH CAPITAL LLC (TRC) | 08/13/2024 | 2,856 | $72,485 | 3,657.89% | 0.04% |
| ADVISOR GROUP HOLDINGS, INC. | 08/13/2024 | 2,761 | $70,073 | -9.65% | 0.03% |
| BARCLAYS PLC | 08/14/2024 | 2,572 | $65,000 | -49.23% | 0.03% |
| UBS GROUP AG | 08/14/2024 | 2,304 | $58,476 | -68.43% | 0.03% |
| BANGOR SAVINGS BANK | 07/15/2024 | 1,675 | $42,505 | 7.65% | 0.02% |
| CITIGROUP INC | 08/12/2024 | 1,674 | $42,486 | 22.73% | 0.02% |
| BNP PARIBAS ARBITRAGE, SNC | 08/13/2024 | 1,317 | $33,425 | -61.29% | 0.02% |
| RUSSELL INVESTMENTS GROUP, LTD. | 08/08/2024 | 794 | $20,151 | 100.00% | 0.01% |
| AMERITAS INVESTMENT PARTNERS, INC. | 08/13/2024 | 609 | $15,456 | 0.00% | 0.01% |
| LEGAL & GENERAL GROUP PLC | 08/14/2024 | 567 | $14,390 | 0.00% | 0.01% |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 08/14/2024 | 541 | $13,731 | -26.09% | 0.01% |
| GREAT WEST LIFE ASSURANCE CO /CAN/ | 08/12/2024 | 448 | $11,000 | -1.54% | 0.01% |
| STONE HOUSE INVESTMENT MANAGEMENT, LLC | 08/14/2024 | 379 | $9,611 | 0.00% | 0.00% |
| FMR LLC | 08/13/2024 | 368 | $9,340 | -25.66% | 0.00% |
| AMALGAMATED BANK | 08/12/2024 | 249 | $6,000 | 0.00% | 0.00% |
Norwood Financial Corp.institutional Ownership - Frequently Asked Questions
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Who are the largest shareholders of NWFL shares?
During the previous two years, 72 institutional investors and hedge funds held shares of Norwood Financial Corp.. The most heavily invested institutionals were:
BlackRock Inc.: 551,738
VANGUARD GROUP INC: 381,277
GEODE CAPITAL MANAGEMENT, LLC: 166,571
DIMENSIONAL FUND ADVISORS LP: 100,067
STATE STREET CORP: 97,487
Cetera Investment Advisers: 84,919
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What percentage of Norwood Financial Corp. stock is owned by institutional investors?
23.39% of Norwood Financial Corp. stock is owned by institutional investors.
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How much institutional buying is happening at NWFL ?
Institutional investors have bought a total of 2.47 M shares in the last 24 months. This purchase volume represents approximately $68.95 M in transactions.