Morgan Stanley First Western Financial Inc Transaction History

Morgan Stanley

$1.35 Trillion
Q3 2024

A detailed history of Morgan Stanley transactions in First Western Financial Inc stock. As of the latest transaction made, Morgan Stanley holds 22,978 shares of MYFW stock, worth $469,670. This represents 0.0% of its overall portfolio holdings.

Number of Shares

22,978

Previous 8,031 186.12%

Holding current value

$469,670

Previous $136,000 237.5%

% of portfolio

0.0%

Previous 0.0%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	BUY	$15.61 - $20.03 $233,322 - $299,388	14,947 Added 186.12%	22,978 $459,000
Q2 2024 Oct 17, 2024	SELL	$13.52 - $18.34 $38,180 - $51,792	-2,824 Reduced 26.02%	8,031 $136,000
Q2 2024 Aug 14, 2024	SELL	$13.52 - $18.34 $38,180 - $51,792	-2,824 Reduced 26.02%	8,031 $136,000
Q1 2024 Oct 17, 2024	BUY	$13.12 - $19.62 $37,050 - $55,406	2,824 Added 35.16%	10,855 $158,000
Q1 2024 Aug 16, 2024	SELL	$13.12 - $19.62 $61,375 - $91,782	-4,678 Reduced 30.12%	10,855 $158,000
Q1 2024 May 15, 2024	SELL	$13.12 - $19.62 $61,375 - $91,782	-4,678 Reduced 30.12%	10,855 $158,000
Q4 2023 Aug 16, 2024	BUY	$13.18 - $20.96 $98,876 - $157,241	7,502 Added 93.41%	15,533 $308,000
Q4 2023 Feb 13, 2024	BUY	$13.18 - $20.96 $99,930 - $158,918	7,582 Added 95.36%	15,533 $308,000
Q3 2023 Nov 15, 2023	SELL	$18.15 - $21.86 $30,328 - $36,528	-1,671 Reduced 17.37%	7,951 $144,000
Q2 2023 Aug 14, 2023	BUY	$14.29 - $19.68 $27,794 - $38,277	1,945 Added 25.34%	9,622 $178,000
Q1 2023 May 15, 2023	BUY	$19.17 - $27.36 $49,554 - $70,725	2,585 Added 50.77%	7,677 $152,000
Q4 2022 Feb 14, 2023	SELL	$24.52 - $30.53 $195,105 - $242,927	-7,957 Reduced 60.98%	5,092 $143,000
Q3 2022 Nov 14, 2022	BUY	$24.65 - $29.4 $165,302 - $197,156	6,706 Added 105.72%	13,049 $323,000
Q2 2022 Oct 27, 2022	SELL	$27.19 - $33.4 $14,465 - $17,768	-532 Reduced 7.74%	6,343 $173,000
Q2 2022 Aug 15, 2022	SELL	$27.19 - $33.4 $14,465 - $17,768	-532 Reduced 7.74%	6,343 $173,000
Q1 2022 Oct 27, 2022	BUY	$30.9 - $33.45 $16,438 - $17,795	532 Added 8.39%	6,875 $215,000
Q1 2022 May 13, 2022	BUY	$30.9 - $33.45 $100,672 - $108,980	3,258 Added 90.07%	6,875 $215,000
Q4 2021 Feb 14, 2022	BUY	$28.06 - $31.82 $757 - $859	27 Added 0.75%	3,617 $110,000
Q3 2021 Nov 15, 2021	BUY	$24.62 - $29.4 $88,385 - $105,546	3,590 New	3,590 $103,000

Others Institutions Holding MYFW

# of Institutions

Shares Held

5.58M

Call Options Held

Put Options Held

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 $194M
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, ...

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