Institutional Ownership Broadwind, Inc. (BWEN)
This table provides information about the institutional ownership of Broadwind, Inc. (BWEN). We have compiled data on the 42 institutions that hold shares in the stock, with a total of 5.76 Million shares, which have been reported (via 13F filing form) to have a value of $14.3 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Legato Capital Management LLC
|
May 06, 2025 Q1 2025 |
14,806
shares
|
$36,126
0.0% of portfolio
|
Q1 2024
Added 32.29%
|
|
|
Alerus Financial Na
Grand Forks, ND |
May 13, 2025 Q1 2025 |
13,239
shares
|
$32,303
0.0% of portfolio
|
Q2 2022
Reduced 63.77%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
12,390
shares
|
$30,231
0.0% of portfolio
|
Q4 2024
Reduced 21.31%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
12,200
shares
|
$29,768
0.0% of portfolio
|
Q4 2024
Reduced 56.02%
|
|
|
James Investment Research Inc
|
May 02, 2025 Q1 2025 |
12,100
shares
|
$29,524
0.0% of portfolio
|
Q4 2024
Reduced 3.19%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
10,000
shares
|
$24,400
0.0% of portfolio
|
Q2 2024
Reduced 0.1%
|
|
|
Simplex Trading, LLC
|
May 12, 2025 Q1 2025 |
4,806
shares
|
$11,726
0.0% of portfolio
|
Q1 2025
Added 211.47%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
May 01, 2025 Q1 2025 |
2,155
shares
|
$5,258
0.0% of portfolio
|
Q1 2025
Added 8.45%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
865
shares
|
$2,110
0.0% of portfolio
|
Q4 2024
Reduced 55.98%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
678
shares
|
$1,654
0.0% of portfolio
|
Q1 2025
Added 1.35%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
451
shares
|
$1,100
0.0% of portfolio
|
Q1 2025
Added 40.5%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
100
shares
|
$244
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
43
shares
|
$104
0.0% of portfolio
|
Q1 2025
Reduced 6.52%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
1
shares
|
$2
0.0% of portfolio
|
Q1 2025
Reduced 99.89%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|