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First Western Financial (MYFW) Institutional Ownership

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$16.88
+0.17 (+1.02%)
(As of 05/31/2024 ET)
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Institutional Ownership Changes (13F Filings) for First Western Financial (NASDAQ:MYFW)

Current
Institutional Ownership
Percentage
60.26%
Number of
Institutional Buyers
(last 12 months)
14
Total
Institutional Inflows
(last 12 months)
$7.33M
Number of
Institutional Sellers
(last 12 months)
7
Total
Institutional Outflows
(last 12 months)
$1.45M
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MYFW Institutional Buying and Selling by Quarter

First Western Financial Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/16/2024 Kennedy Capital Management LLC246,196$3.59M0.1%-18.7%2.559%
5/10/2024 Vanguard Group Inc.369,313$5.39M0.0%+1.2%3.883%
5/7/2024 Empowered Funds LLC22,304$325K0.0%+7.6%0.235%
5/1/2024 BNP Paribas Financial Markets3,968$58K0.0%+67.5%0.042%
4/23/2024 Cherry Creek Investment Advisors Inc.51,939$757K0.4%-10.4%0.540%
4/18/2024 Wasatch Advisors LP363,990$5.31M0.0%+14.5%3.784%
2/23/2024 Mendon Capital Advisors Corp57,063$1.13M0.5%N/A0.597%
2/14/2024 Wasatch Advisors LP317,818$6.30M0.0%+10.0%3.324%
2/9/2024 Tieton Capital Management LLC152,760$3.03M1.7%-0.6%1.598%
2/7/2024 First Western Trust Bank121,120$2.40M0.1%-7.4%1.267%
1/30/2024 Strs Ohio12,100$239K0.0%N/A0.127%
1/26/2024 Cherry Creek Investment Advisors Inc.57,939$1.15M0.7%-2.5%0.606%
11/15/2023 Kennedy Capital Management LLC311,579$5.66M0.1%+3.6%3.259%
11/13/2023 North Reef Capital Management LP464,305$8.43M0.5%+2.5%4.857%
11/2/2023 Diamond Hill Capital Management Inc.178,146$3.23M0.0%-2.6%1.865%
11/1/2023 Tieton Capital Management LLC153,611$2.79M1.8%-4.8%1.608%
10/26/2023 Punch & Associates Investment Management Inc.286,037$5.19M0.3%+8.5%2.995%
10/13/2023 Cherry Creek Investment Advisors Inc.59,440$1.08M0.7%+1.7%0.622%
9/21/2023 Barclays PLC3,142$58K0.0%-43.5%0.033%
8/11/2023 Banc Funds Co. LLC758,386$14.11M1.7%+4.1%7.941%
8/11/2023 First Western Trust Bank130,780$2.43M0.1%+3.2%1.369%
8/8/2023 Diamond Hill Capital Management Inc.182,912$3.40M0.0%+53.6%1.915%
8/8/2023 Wasatch Advisors LP83,204$1.55M0.0%N/A0.871%
7/27/2023EA Series Trust20,465$381K0.0%N/A0.215%
7/17/2023 Mesirow Financial Investment Management Inc.11,554$215K0.9%-12.9%0.121%
7/14/2023 Cherry Creek Investment Advisors Inc.58,440$1.09M0.7%+2.6%0.613%
5/15/2023 ELCO Management Co. LLC10,046$199K0.1%-13.8%0.105%
5/15/2023 North Reef Capital Management LP430,000$8.51M1.0%+4.6%4.508%
5/11/2023 Diamond Hill Capital Management Inc.119,046$2.36M0.0%+281.3%1.248%
5/10/2023 Tieton Capital Management LLC158,501$3.14M2.2%-9.2%1.661%
5/9/2023 Obermeyer Wood Investment Counsel Lllp35,180$697K0.1%-17.1%0.370%
5/1/2023 CM Wealth Advisors LLC12,402$209K0.0%N/A0.130%
4/24/2023 Cherry Creek Investment Advisors Inc.56,940$1.13M0.8%+1.8%0.599%
2/14/2023 Family Management Corp33,912$955K0.2%-11.5%0.357%
2/10/2023 First Western Trust Bank126,772$3.57M0.2%-7.3%1.336%
2/10/2023 Tieton Capital Management LLC174,641$4.92M3.2%-1.5%1.840%
2/10/2023 Gator Capital Management LLC12,466$351K0.3%N/A0.131%
2/8/2023 Obermeyer Wood Investment Counsel Lllp42,435$1.20M0.1%-19.7%0.447%
2/1/2023 Legato Capital Management LLC7,394$208K0.0%N/A0.078%
11/15/2022 Family Management Corp38,336$945K0.2%-2.5%0.404%
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11/14/2022 Elizabeth Park Capital Advisors Ltd.234,019$5.77M2.6%-9.3%2.465%
11/10/2022 North Reef Capital Management LP287,296$7.08M1.8%+502.1%3.027%
11/8/2022 Riverwater Partners LLC9,332$230K0.2%-39.3%0.098%
11/4/2022River Oaks Capital LLC32,997$813K0.9%-20.1%0.348%
10/25/2022 Raymond James & Associates25,000$616K0.0%-3.3%0.263%
10/24/2022 Cherry Creek Investment Advisors Inc.55,940$1.38M1.1%+1.8%0.590%
8/15/2022 Basswood Capital Management L.L.C.178,828$4.86M0.3%-65.7%1.885%
8/12/2022 Banc Funds Co. LLC728,386$19.81M1.8%-1.6%7.675%
8/12/2022 ELCO Management Co. LLC11,604$316K0.3%-33.9%0.122%
8/10/2022 Kennedy Capital Management Inc.264,964$7.20M0.2%-20.0%2.799%
8/10/2022 Tieton Capital Management LLC177,294$4.82M3.3%-2.1%1.873%
8/10/2022River Oaks Capital LLC41,277$1.12M1.2%-9.3%0.436%
8/5/2022 Riverwater Partners LLC15,372$418K0.4%-12.1%0.162%
8/1/2022 Victory Capital Management Inc.27,602$750K0.0%-6.0%0.292%
5/17/2022 Family Management Corp39,328$1.23M0.3%N/A0.415%
5/13/2022 First Western Trust Bank143,487$4.51M0.2%N/A1.515%
5/11/2022 Banc Funds Co. LLC740,253$23.14M1.8%+4.2%7.850%
5/11/2022 BHZ Capital Management LP13,886$434K0.1%-68.6%0.147%
5/10/2022 Tieton Capital Management LLC181,149$5.66M3.1%-0.9%1.921%
5/4/2022 Victory Capital Management Inc.29,353$963K0.0%+284.1%0.311%
5/2/2022 Mesirow Financial Investment Management Inc.12,892$403K1.4%-28.0%0.137%
4/27/2022Sargent Bickham Lagudis LLC13,924$435K0.0%N/A0.148%
4/22/2022River Oaks Capital LLC45,499$1.42M1.4%-1.1%0.482%
2/15/2022 Kennedy Capital Management Inc.365,765$11.11M0.2%-3.5%4.553%
2/10/2022 Tieton Capital Management LLC182,884$5.55M3.1%-8.0%2.277%
2/4/2022River Oaks Capital LLC46,000$1.40M1.3%N/A0.573%
2/3/2022River Oaks Capital LLC1,396,560$1.40M1.3%N/A17.385%
1/31/2022 Obermeyer Wood Investment Counsel Lllp102,983$3.13M0.2%-6.0%1.282%
1/31/2022 Riverwater Partners LLC17,480$531K0.5%N/A0.218%
11/15/2021Second Curve Capital LLC21,818$629K0.8%N/A0.272%
11/12/2021 Banc Funds Co. LLC709,917$20.48M1.6%+4.5%8.838%
11/10/2021 Tieton Capital Management LLC198,814$5.74M3.1%+19.0%2.486%
11/10/2021 O Shaughnessy Asset Management LLC4,753$137K0.0%-33.9%0.059%
11/9/2021Sawtooth Solutions LLC11,810$341K0.1%N/A0.148%
11/9/2021 Mendon Capital Advisors Corp15,941$459K0.2%-5.1%0.199%
11/9/2021 Barclays PLC3,905$112K0.0%-16.4%0.049%
11/9/2021 BlackRock Inc.28,308$816K0.0%-17.6%0.354%
11/4/2021 BHZ Capital Management LP44,361$1.28M0.4%+4.3%0.555%
11/2/2021 Victory Capital Management Inc.7,607$219K0.0%N/A0.095%
10/20/2021 Mesirow Financial Investment Management Inc.17,909$517K1.5%N/A0.224%
10/19/2021 Obermeyer Wood Investment Counsel Lllp109,562$3.16M0.2%+18.4%1.370%
8/17/2021 Millennium Management LLC70,607$1.83M0.0%N/A0.883%
8/17/2021 Price T Rowe Associates Inc. MD145,000$3.75M0.0%+104.8%1.813%
8/17/2021 Basswood Capital Management L.L.C.230,740$5.97M0.2%+174.4%2.886%
8/17/2021 Bridgeway Capital Management LLC34,951$905K0.0%-12.5%0.437%
8/16/2021 Kennedy Capital Management Inc.400,842$10.38M0.2%-16.4%5.013%
8/16/2021 State Street Corp23,742$615K0.0%-75.9%0.297%
8/16/2021Tibra Equities Europe Ltd11,600$300K0.1%N/A0.145%
8/16/2021 Punch & Associates Investment Management Inc.337,800$8.75M0.4%+52.2%4.225%
8/16/2021 Goldman Sachs Group Inc.7,773$201K0.0%N/A0.097%
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8/13/2021 Northern Trust Corp11,876$307K0.0%-80.5%0.149%
8/13/2021 Cherry Creek Investment Advisors Inc.51,939$1.35M0.9%N/A0.650%
8/13/2021 Franklin Resources Inc.110,706$2.87M0.0%+61.6%1.385%
8/13/2021 Geode Capital Management LLC54,380$1.41M0.0%-29.9%0.680%
8/13/2021 Vanguard Group Inc.246,161$6.37M0.0%+7.2%3.079%
8/12/2021 Dimensional Fund Advisors LP32,438$840K0.0%+56.7%0.406%
8/12/2021Ergoteles LLC16,000$414K0.0%N/A0.200%
8/12/2021 Banc Funds Co. LLC679,117$17.58M1.3%+3.8%8.493%
8/11/2021 ELCO Management Co. LLC17,455$452K0.3%-15.5%0.218%
8/10/2021 Tieton Capital Management LLC167,079$4.33M2.3%+303.7%2.090%
(Data available from 1/1/2016 forward)

MYFW Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of MYFW shares?

During the previous two years, 30 institutional investors and hedge funds held shares of First Western Financial. The most heavily invested institutionals were Banc Funds Co. LLC ($14.11M), North Reef Capital Management LP ($8.43M), Kennedy Capital Management Inc. ($7.20M), Elizabeth Park Capital Advisors Ltd. ($5.77M), Vanguard Group Inc. ($5.39M), Wasatch Advisors LP ($5.31M), and Punch & Associates Investment Management Inc. ($5.19M).Learn more on MYFW's institutional investors.

What percentage of First Western Financial stock is owned by institutional investors?

60.26% of First Western Financial stock is owned by institutional investors. Learn more on MYFW's institutional investor holdings.

Which institutional investors have been buying First Western Financial stock?

Of the 17 institutional investors that purchased First Western Financial stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: North Reef Capital Management LP ($269.61K), Wasatch Advisors LP ($158.34K), Diamond Hill Capital Management Inc. ($151.69K), Mendon Capital Advisors Corp ($57.06K), Banc Funds Co. LLC ($30K), Punch & Associates Investment Management Inc. ($22.50K), and EA Series Trust ($20.47K).

How much institutional buying is happening at First Western Financial?

Institutional investors have bought a total of 781,050 shares in the last 24 months. This purchase volume represents approximately $16.20M in transactions.

Which First Western Financial major shareholders have been selling company stock?

Of the 18 institutional investors that sold First Western Financial stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Basswood Capital Management L.L.C. ($343.21K), Kennedy Capital Management Inc. ($66.33K), Kennedy Capital Management LLC ($56.60K), Tieton Capital Management LLC ($31.23K), Elizabeth Park Capital Advisors Ltd. ($24K), First Western Trust Bank ($19.65K), and Obermeyer Wood Investment Counsel Lllp ($17.64K).

How much institutional selling is happening at First Western Financial?

Institutional investors have sold a total of 623,161 shares in the last 24 months. This volume of shares sold represents approximately $15.66M in transactions.


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This page (NASDAQ:MYFW) was last updated on 6/1/2024 by MarketBeat.com Staff

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