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Bankwell Financial Group (BWFG) Institutional Ownership

$24.74
+0.14 (+0.57%)
(As of 05/31/2024 ET)

Institutional Ownership Changes (13F Filings) for Bankwell Financial Group (NASDAQ:BWFG)

Current
Institutional Ownership
Percentage
35.80%
Number of
Institutional Buyers
(last 12 months)
16
Total
Institutional Inflows
(last 12 months)
$7.26M
Number of
Institutional Sellers
(last 12 months)
7
Total
Institutional Outflows
(last 12 months)
$1.45M
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BWFG Institutional Buying and Selling by Quarter

Bankwell Financial Group Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/10/2024 Vanguard Group Inc.329,246$8.54M0.0%+0.6%4.163%
5/10/2024 GM Advisory Group LLC82,813$2.15M0.2%+0.8%1.047%
5/9/2024 Pacific Ridge Capital Partners LLC128,266$3.33M0.7%-4.9%1.622%
5/7/2024 Empowered Funds LLC17,444$452K0.0%+7.6%0.221%
5/6/2024 LSV Asset Management128,446$3.33M0.0%-0.8%1.624%
5/1/2024 BNP Paribas Financial Markets2,901$75K0.0%+119.9%0.037%
4/23/2024 Summit Trail Advisors LLC32,866$853K0.0%-9.3%0.415%
4/12/2024 Bridge City Capital LLC11,718$304K0.1%+17.9%0.148%
2/15/2024 BHZ Capital Management LP28,036$846K0.4%+7.4%0.358%
2/12/2024 GM Advisory Group LLC82,173$2.48M0.2%N/A1.048%
2/12/2024 Pacific Ridge Capital Partners LLC134,940$4.07M0.8%+28.1%1.721%
2/9/2024 Hillsdale Investment Management Inc.3,200$97K0.0%-30.4%0.041%
2/6/2024 Summit Trail Advisors LLC36,218$1.09M0.0%-22.3%0.462%
2/6/2024 AJOVista LLC2,230$67K0.1%N/A0.028%
2/6/2024 LSV Asset Management129,446$3.91M0.0%-1.9%1.651%
1/30/2024 Carl P. Sherr & Co. LLC8,000$241K0.1%N/A0.102%
11/15/2023 Kennedy Capital Management LLC15,043$365K0.0%N/A0.192%
11/13/2023 Pacific Ridge Capital Partners LLC105,324$2.56M0.6%+134.6%1.343%
11/7/2023 Barclays PLC9,685$235K0.0%+16.1%0.124%
11/4/2023 LSV Asset Management131,946$3.20M0.0%+9.6%1.685%
10/27/2023 Allspring Global Investments Holdings LLC3,413$83K0.0%-58.2%0.044%
8/11/2023 Banc Funds Co. LLC281,623$6.87M0.8%+1.8%3.592%
8/11/2023 Trexquant Investment LP12,692$309K0.0%+3.0%0.162%
8/11/2023 BHZ Capital Management LP30,607$746K0.5%-41.5%0.390%
8/7/2023 Acadian Asset Management LLC81,107$1.98M0.0%-3.3%1.035%
8/2/2023 Bank of Montreal Can25,502$657K0.0%N/A0.325%
8/2/2023 LSV Asset Management120,354$2.93M0.0%+3.4%1.535%
7/27/2023EA Series Trust13,769$336K0.0%N/A0.176%
7/25/2023 Summit Trail Advisors LLC46,918$1.14M0.0%-1.8%0.598%
5/12/2023 SeaCrest Wealth Management LLC17,026$423K0.1%+9.7%0.217%
5/11/2023 Acadian Asset Management LLC83,906$2.08M0.0%+1.8%1.070%
5/4/2023 Summit Trail Advisors LLC47,795$1.19M0.0%-6.6%0.609%
5/2/2023 LSV Asset Management116,446$2.90M0.0%+44.8%1.485%
4/27/2023 Benjamin F. Edwards & Company Inc.3,993$99K0.0%N/A0.051%
4/13/2023 Allspring Global Investments Holdings LLC8,539$212K0.0%-10.8%0.109%
3/23/2023 MetLife Investment Management LLC3,003$88K0.0%N/A0.038%
2/13/2023 BHZ Capital Management LP47,870$1.41M0.6%+15.7%0.621%
2/13/2023 Banc Funds Co. LLC276,623$8.14M0.7%+1.1%3.588%
2/10/2023 Connor Clark & Lunn Investment Management Ltd.18,909$556K0.0%-20.7%0.245%
2/9/2023 First Trust Advisors LP22,221$654K0.0%+10.5%0.288%
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2/8/2023 LSV Asset Management80,434$2.37M0.0%+39.9%1.043%
2/8/2023 Russell Investments Group Ltd.3,391$100K0.0%N/A0.044%
2/7/2023 Summit Trail Advisors LLC51,159$1.51M0.1%-1.2%0.664%
2/1/2023 Bank of Montreal Can19,744$611K0.0%N/A0.256%
1/26/2023 Strs Ohio4,700$138K0.0%N/A0.061%
1/23/2023 Allspring Global Investments Holdings LLC9,574$282K0.0%+441.5%0.124%
11/15/2022 Quadrature Capital Ltd15,283$446K0.0%-39.9%0.198%
11/14/2022 Renaissance Technologies LLC189,303$5.51M0.0%-11.2%2.455%
11/14/2022 Lazard Asset Management LLC2,139$62K0.0%+299.1%0.028%
11/10/2022 Connor Clark & Lunn Investment Management Ltd.23,837$694K0.0%+35.6%0.307%
11/10/2022 Hillsdale Investment Management Inc.21,912$638K0.1%-17.0%0.282%
11/10/2022 Summit Trail Advisors LLC51,795$1.51M0.1%-14.3%0.667%
11/7/2022 LSV Asset Management57,514$1.67M0.0%+28.8%0.741%
10/26/2022 Allspring Global Investments Holdings LLC1,768$51K0.0%N/A0.023%
10/25/2022 Janney Montgomery Scott LLC9,093$265K0.0%N/A0.117%
10/25/2022Eidelman Virant Capital20,000$589K0.4%N/A0.258%
10/25/2022 Raymond James Financial Services Advisors Inc.7,665$223K0.0%+5.3%0.099%
8/12/2022 Banc Funds Co. LLC273,623$8.50M0.8%-2.5%3.526%
8/11/2022 Trexquant Investment LP16,586$515K0.0%N/A0.214%
8/9/2022 Summit Trail Advisors LLC60,416$1.88M0.1%-14.1%0.779%
8/5/2022 Connor Clark & Lunn Investment Management Ltd.17,585$546K0.0%+11.1%0.227%
8/5/2022 Better Money Decisions LLC1,093$34K0.0%N/A0.014%
8/1/2022 US Bancorp DE1,689$52K0.0%-23.9%0.022%
7/12/2022 FNY Investment Advisers LLC7,000$217K0.2%+250.0%0.090%
5/12/2022 Acadian Asset Management LLC35,671$1.21M0.0%+8.6%0.460%
5/12/2022 Connor Clark & Lunn Investment Management Ltd.15,826$535K0.0%+29.5%0.204%
5/11/2022 Banc Funds Co. LLC280,623$9.49M0.7%+7.7%3.616%
5/11/2022 BHZ Capital Management LP32,242$1.09M0.4%+1.1%0.415%
5/3/2022 Bourgeon Capital Management LLC7,710$261K0.1%-11.2%0.099%
4/28/2022 Hillsdale Investment Management Inc.26,412$894K0.1%-10.2%0.340%
4/25/2022 FNY Investment Advisers LLC2,000$67K0.1%N/A0.026%
2/11/2022 Summit Trail Advisors LLC76,370$2.51M0.2%-12.6%0.974%
2/11/2022 Renaissance Technologies LLC220,286$7.23M0.0%-0.4%2.809%
2/10/2022 Acadian Asset Management LLC32,849$1.08M0.0%+28.4%0.419%
2/10/2022 Connor Clark & Lunn Investment Management Ltd.12,224$401K0.0%+26.8%0.156%
2/9/2022 Dimensional Fund Advisors LP204,546$6.72M0.0%+2.8%2.608%
2/8/2022 Northern Trust Corp31,396$1.03M0.0%-9.5%0.400%
2/7/2022 American Century Companies Inc.15,264$501K0.0%+37.1%0.195%
2/7/2022 BHZ Capital Management LP31,887$1.05M0.4%-2.0%0.407%
2/7/2022 Hillsdale Investment Management Inc.29,412$966K0.1%+1,448.0%0.375%
1/28/2022 LSV Asset Management19,187$630K0.0%N/A0.245%
1/21/2022 Russell Investments Group Ltd.970$31K0.0%-84.1%0.012%
11/16/2021 Captrust Financial Advisors16,563$487K0.0%N/A0.211%
11/16/2021 Two Sigma Advisers LP17,600$513K0.0%N/A0.224%
11/16/2021 Two Sigma Investments LP15,181$443K0.0%N/A0.194%
11/16/2021 Millennium Management LLC78,869$2.32M0.0%-19.2%1.006%
11/15/2021 Marshall Wace LLP20,094$591K0.0%-29.2%0.256%
11/15/2021 Dimensional Fund Advisors LP198,941$5.86M0.0%+6.1%2.537%
11/12/2021 Renaissance Technologies LLC221,200$6.45M0.0%-4.7%2.820%
11/12/2021 Fourthstone LLC10,308$301K0.1%-22.2%0.131%
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11/12/2021 Hotchkis & Wiley Capital Management LLC74,170$2.18M0.0%N/A0.946%
11/12/2021 Arrowstreet Capital Limited Partnership7,700$227K0.0%N/A0.098%
11/12/2021 Geode Capital Management LLC68,850$2.03M0.0%+2.3%0.878%
11/12/2021 Connor Clark & Lunn Investment Management Ltd.9,643$284K0.0%N/A0.123%
11/10/2021 American Century Companies Inc.11,134$328K0.0%+17.5%0.142%
11/9/2021 Barclays PLC973$28K0.0%-62.5%0.012%
11/9/2021 BlackRock Inc.25,094$732K0.0%-4.5%0.320%
11/8/2021 Russell Investments Group Ltd.6,100$179K0.0%+454.5%0.078%
11/4/2021 BHZ Capital Management LP32,538$949K0.3%-42.6%0.415%
11/3/2021 Carl P. Sherr & Co. LLC8,000$233K0.2%+8.1%0.102%
(Data available from 1/1/2016 forward)

BWFG Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of BWFG shares?

During the previous two years, 36 institutional investors and hedge funds held shares of Bankwell Financial Group. The most heavily invested institutionals were Vanguard Group Inc. ($8.54M), Banc Funds Co. LLC ($6.87M), Renaissance Technologies LLC ($5.51M), LSV Asset Management ($3.33M), Pacific Ridge Capital Partners LLC ($3.33M), GM Advisory Group LLC ($2.15M), and Acadian Asset Management LLC ($1.98M).Learn more on BWFG's institutional investors.

What percentage of Bankwell Financial Group stock is owned by institutional investors?

35.80% of Bankwell Financial Group stock is owned by institutional investors. Learn more on BWFG's institutional investor holdings.

Which institutional investors have been buying Bankwell Financial Group stock?

Of the 31 institutional investors that purchased Bankwell Financial Group stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Pacific Ridge Capital Partners LLC ($90.05K), LSV Asset Management ($87.28K), GM Advisory Group LLC ($82.81K), Bank of Montreal Can ($45.25K), Eidelman Virant Capital ($20K), Trexquant Investment LP ($16.96K), and Kennedy Capital Management LLC ($15.04K).

How much institutional buying is happening at Bankwell Financial Group?

Institutional investors have bought a total of 460,651 shares in the last 24 months. This purchase volume represents approximately $12.75M in transactions.

Which Bankwell Financial Group major shareholders have been selling company stock?

Of the 12 institutional investors that sold Bankwell Financial Group stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Summit Trail Advisors LLC ($37.17K), Renaissance Technologies LLC ($23.90K), BHZ Capital Management LP ($21.73K), Quadrature Capital Ltd ($10.15K), Banc Funds Co. LLC ($7K), Pacific Ridge Capital Partners LLC ($6.67K), and Hillsdale Investment Management Inc. ($5.90K).

How much institutional selling is happening at Bankwell Financial Group?

Institutional investors have sold a total of 130,064 shares in the last 24 months. This volume of shares sold represents approximately $3.64M in transactions.


This page (NASDAQ:BWFG) was last updated on 6/2/2024 by MarketBeat.com Staff

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