Recent Quarter Total Invested
$54.69 M
Recent Quarter Institutional Ownership Percentage
24.65%
Total Invested of Last Quarter
$47.84 M
Ownership Percentage of Last Quarter
23.39%
Norwood Financial Corp. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK FUNDING, INC. /DE | 11/13/2024 | 565,680 | $15.60 M | 100.00% | 7.03% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2024 | 165,639 | $4.57 M | -0.56% | 2.06% |
| DIMENSIONAL FUND ADVISORS LP | 11/07/2024 | 103,769 | $2.86 M | 3.70% | 1.29% |
| STATE STREET CORP | 11/14/2024 | 99,889 | $2.75 M | 2.46% | 1.24% |
| CETERA INVESTMENT ADVISERS | 11/13/2024 | 84,950 | $2.34 M | 0.04% | 1.06% |
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. | 10/18/2024 | 48,287 | $1.33 M | 0.57% | 0.60% |
| RENAISSANCE TECHNOLOGIES LLC | 11/13/2024 | 43,975 | $1.21 M | 0.23% | 0.55% |
| 10/10/2024 | 29,536 | $815,000 | 100.00% | 0.37% | |
| MORGAN STANLEY | 11/14/2024 | 29,222 | $805,945 | 71.27% | 0.36% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 11/14/2024 | 28,147 | $776,294 | -4.03% | 0.35% |
| COMMONWEALTH EQUITY SERVICES, LLC | 10/18/2024 | 26,937 | $743,000 | 0.22% | 0.33% |
| BANK OF NEW YORK MELLON CORP | 11/12/2024 | 24,497 | $675,634 | -20.09% | 0.30% |
| EAGLE WEALTH STRATEGIES LLC | 10/08/2024 | 23,528 | $648,902 | 0.00% | 0.29% |
| STRATEGIC FINANCIAL SERVICES, INC, | 11/14/2024 | 21,348 | $588,778 | -12.09% | 0.27% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 11/12/2024 | 20,537 | $566,410 | 3.01% | 0.26% |
| JOHN G ULLMAN & ASSOCIATES INC | 11/08/2024 | 19,800 | $546,084 | -9.62% | 0.25% |
| GOLDMAN SACHS GROUP INC | 11/14/2024 | 18,303 | $504,797 | 100.00% | 0.23% |
| JPMORGAN CHASE & CO | 11/08/2024 | 13,922 | $383,968 | 250.50% | 0.17% |
| MINERVA ADVISORS LLC | 11/08/2024 | 13,681 | $375,817 | 0.00% | 0.17% |
| PNC FINANCIAL SERVICES GROUP, INC. | 11/08/2024 | 13,439 | $370,648 | 0.00% | 0.17% |
| NUVEEN ASSET MANAGEMENT, LLC | 11/14/2024 | 13,214 | $364,443 | 0.00% | 0.16% |
| CITADEL ADVISORS LLC | 11/14/2024 | 12,857 | $354,596 | 100.00% | 0.16% |
| AMERICAN CENTURY COMPANIES INC | 11/12/2024 | 9,799 | $270,256 | -0.73% | 0.12% |
| BARCLAYS PLC | 11/19/2024 | 9,787 | $270,000 | 280.52% | 0.12% |
| LPL FINANCIAL LLC | 11/08/2024 | 9,784 | $269,843 | 0.00% | 0.12% |
| STIFEL FINANCIAL CORP | 11/14/2024 | 8,873 | $244,717 | -0.55% | 0.11% |
| ROYAL BANK OF CANADA | 11/14/2024 | 8,582 | $238,000 | 0.99% | 0.11% |
| RHUMBLINE ADVISERS | 11/12/2024 | 7,677 | $211,726 | -4.91% | 0.10% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 11/06/2024 | 7,268 | $200,451 | 100.00% | 0.09% |
| BANK OF AMERICA CORP /DE/ | 11/14/2024 | 6,101 | $168,265 | 1.24% | 0.08% |
| METLIFE INVESTMENT MANAGEMENT, LLC | 11/13/2024 | 4,376 | $120,690 | 0.00% | 0.05% |
| WELLS FARGO & COMPANY/MN | 11/13/2024 | 4,275 | $117,892 | 30.41% | 0.05% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 11/14/2024 | 3,992 | $110,099 | 22.68% | 0.05% |
| COMMUNITY BANK, N.A. | 11/14/2024 | 3,992 | $110,058 | 0.00% | 0.05% |
| COREBRIDGE FINANCIAL, INC. | 11/13/2024 | 3,883 | $107,093 | -3.29% | 0.05% |
| PEOPLES FINANCIAL SERVICES CORP. | 10/16/2024 | 3,555 | $98,010 | 0.00% | 0.04% |
| UBS GROUP AG | 11/14/2024 | 3,431 | $94,627 | 48.91% | 0.04% |
| NEW YORK STATE COMMON RETIREMENT FUND | 10/28/2024 | 3,261 | $90,000 | 0.00% | 0.04% |
| NBT BANK N A /NY | 11/14/2024 | 2,011 | $55,463 | 100.00% | 0.03% |
| BANGOR SAVINGS BANK | 10/07/2024 | 1,692 | $46,659 | 1.01% | 0.02% |
| LEGAL & GENERAL GROUP PLC | 11/14/2024 | 721 | $19,885 | 27.16% | 0.01% |
| AMERITAS INVESTMENT PARTNERS, INC. | 11/13/2024 | 609 | $16,796 | 0.00% | 0.01% |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 11/14/2024 | 541 | $14,921 | 0.00% | 0.01% |
| GREAT WEST LIFE ASSURANCE CO /CAN/ | 11/13/2024 | 516 | $14,000 | 15.18% | 0.01% |
| ADVISOR GROUP HOLDINGS, INC. | 11/13/2024 | 460 | $12,686 | -83.34% | 0.01% |
| STONE HOUSE INVESTMENT MANAGEMENT, LLC | 11/13/2024 | 379 | $10,444 | 0.00% | 0.00% |
| AMALGAMATED BANK | 10/30/2024 | 249 | $7,000 | 0.00% | 0.00% |
| CWM, LLC | 10/08/2024 | 97 | $3,000 | 100.00% | 0.00% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 10/28/2024 | 82 | $2,257 | 1.23% | 0.00% |
| HARBOR CAPITAL ADVISORS, INC. | 10/29/2024 | 51 | $1,000 | 100.00% | 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, 69 institutional investors and hedge funds held shares of Norwood Financial Corp.. The most heavily invested institutionals were:
BlackRock Funding, Inc. /DE: 565,680
GEODE CAPITAL MANAGEMENT, LLC: 165,639
DIMENSIONAL FUND ADVISORS LP: 103,769
STATE STREET CORP: 99,889
Cetera Investment Advisers: 84,950
Raymond James Financial Services Advisors, Inc.: 48,287
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What percentage of Norwood Financial Corp. stock is owned by institutional investors?
24.65% 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 2.63 M shares in the last 24 months. This purchase volume represents approximately $80.07 M in transactions.