Kennedy Capital Management, Inc. First Western Financial Inc Transaction History

Kennedy Capital Management, Inc.

$3.99 Billion
Q1 2025

27 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	SELL	$18.65 - $22.21 $98,602 - $117,424	-5,287 Reduced 3.88%	131,145 $2.56 Million
Q3 2024 Nov 14, 2024	SELL	$15.61 - $20.03 $865,480 - $1.11 Million	-55,444 Reduced 28.9%	136,432 $2.73 Million
Q2 2024 Aug 14, 2024	SELL	$13.52 - $18.34 $734,406 - $996,228	-54,320 Reduced 22.06%	191,876 $3.26 Million
Q1 2024 May 15, 2024	SELL	$13.12 - $19.62 $742,618 - $1.11 Million	-56,602 Reduced 18.69%	246,196 $3.59 Million
Q4 2023 Feb 14, 2024	SELL	$13.18 - $20.96 $115,733 - $184,049	-8,781 Reduced 2.82%	302,798 $6 Million
Q3 2023 Nov 14, 2023	BUY	$18.15 - $21.86 $198,361 - $238,907	10,929 Added 3.64%	311,579 $5.66 Million
Q2 2023 Aug 14, 2023	BUY	$14.29 - $19.68 $355,778 - $489,972	24,897 Added 9.03%	300,650 $5.59 Million
Q1 2023 May 15, 2023	BUY	$19.17 - $27.36 $958,519 - $1.37 Million	50,001 Added 22.15%	275,753 $5.46 Million
Q4 2022 Feb 14, 2023	SELL	$24.52 - $30.53 $923,276 - $1.15 Million	-37,654 Reduced 14.3%	225,752 $6.35 Million
Q3 2022 Nov 14, 2022	SELL	$24.65 - $29.4 $38,404 - $45,805	-1,558 Reduced 0.59%	263,406 $6.49 Million
Q2 2022 Aug 10, 2022	SELL	$27.19 - $33.4 $1.8 Million - $2.22 Million	-66,329 Reduced 20.02%	264,964 $7.2 Million
Q1 2022 May 16, 2022	SELL	$30.9 - $33.45 $1.07 Million - $1.15 Million	-34,472 Reduced 9.42%	331,293 $10.4 Million
Q4 2021 Feb 14, 2022	SELL	$28.06 - $31.82 $370,869 - $420,564	-13,217 Reduced 3.49%	365,765 $11.1 Million
Q3 2021 Nov 15, 2021	SELL	$24.62 - $29.4 $538,193 - $642,684	-21,860 Reduced 5.45%	378,982 $10.9 Million
Q2 2021 Aug 16, 2021	SELL	$24.55 - $28.97 $1.94 Million - $2.28 Million	-78,832 Reduced 16.43%	400,842 $10.4 Million
Q1 2021 May 14, 2021	SELL	$18.04 - $29.47 $787,860 - $1.29 Million	-43,673 Reduced 8.34%	479,674 $12 Million
Q4 2020 Feb 12, 2021	BUY	$12.5 - $19.94 $177,725 - $283,506	14,218 Added 2.79%	523,347 $10.2 Million
Q3 2020 Nov 16, 2020	BUY	$12.05 - $14.88 $56,912 - $70,278	4,723 Added 0.94%	509,129 $6.59 Million
Q2 2020 Aug 14, 2020	BUY	$11.91 - $15.48 $3.02 Million - $3.93 Million	253,750 Added 101.23%	504,406 $7.19 Million
Q1 2020 May 15, 2020	BUY	$11.81 - $18.96 $297,588 - $477,754	25,198 Added 11.18%	250,656 $3.54 Million
Q4 2019 Feb 28, 2020	BUY	$15.11 - $17.49 $2.85 Million - $3.3 Million	188,732 Added 513.89%	225,458 $3.71 Million
Q4 2019 Feb 14, 2020	SELL	$15.11 - $17.49 $2.92 Million - $3.38 Million	-193,202 Reduced 84.03%	36,726 $3.71 Million
Q3 2019 Nov 14, 2019	SELL	$13.11 - $17.29 $261,623 - $345,039	-19,956 Reduced 7.99%	229,928 $3.93 Million
Q2 2019 Aug 14, 2019	BUY	$12.71 - $14.5 $314,153 - $358,396	24,717 Added 10.98%	249,884 $3.31 Million
Q1 2019 May 13, 2019	BUY	$11.66 - $14.55 $469,198 - $585,492	40,240 Added 21.76%	225,167 $2.95 Million
Q4 2018 Feb 12, 2019	SELL	$10.96 - $16.6 $1.5 Million - $2.28 Million	-137,128 Reduced 42.58%	184,927 $2.17 Million
Q3 2018 Nov 14, 2018	BUY	$16.36 - $19.7 $5.27 Million - $6.34 Million	322,055 New	322,055 $5.63 Million

Others Institutions Holding MYFW

# of Institutions

Shares Held

5.81M

Call Options Held

Put Options Held

Banc Funds CO LLC Chicago, IL

636K
Shares

$14.8 Million
2.25% of portfolio
Black Rock Inc. New York, NY

510K
Shares

$11.9 Million
0.0% of portfolio
Vanguard Group Inc Valley Forge, PA

401K
Shares

$9.36 Million
0.0% of portfolio
North Reef Capital Management LP Laguna Beach, CA

379K
Shares

$8.84 Million
0.32% of portfolio
Alliancebernstein L.P. New York, NY

370K
Shares

$8.62 Million
0.0% of portfolio

View Full List

About First Western Financial Inc

Ticker MYFW
Exchange NASDAQ
Sector Financial Services
Industry Banks—Regional
Shares Outstandng 9,492,010
Market Cap $221M
Description
First Western Financial, Inc., a financial holding company, provides wealth management, private banking, personal trust, investment management, mortgage lending, and institutional asset management services. The company operates through two segments: Wealth Management and Mortgage. The Wealth Management segment provides deposit, loan, insurance, ...

More about MYFW

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