Latest Institutional Transactions on Bankwell Financial Group, Inc. (BWFG)
This table provides information on the latest institutional transactions involving Bankwell Financial Group, Inc. (BWFG) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-3- 0.04% |
$83.1 - $109
|
7.18K
$316K
|
|
|
Aug 07, 2025
Q2 2025
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
4.89K+ 5.54% |
$136K - $178K
|
93.2K
$4.1M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
8.1K+ 12.98% |
$224K - $295K
|
70.5K
$3.1M
|
|
|
Aug 06, 2025
Q2 2025
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
74+ 66.67% |
$2.05K - $2.7K
|
185
$8.14K
|
|
|
Aug 06, 2025
Q2 2025
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-1- 50.0% |
$27.7 - $36.5
|
1
$44
|
|
|
Aug 04, 2025
Q2 2025
|
Strs Ohio
|
BUY
|
- |
400+ 8.16% |
$11.1K - $14.6K
|
5.3K
$233K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
149+ 32.6% |
$4.13K - $5.43K
|
606
$26.7K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
1New |
$27.7 - $36.5
|
1
$44
|
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
5.59KNew |
$155K - $204K
|
5.59K
$246K
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-15- 41.67% |
$416 - $547
|
21
$924
|
|
| Q1 2025 | |||||||
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-2.22K- 91.74% |
$62.1K - $72.7K
|
200
$8.8K
|
|
|
May 14, 2025
Q1 2025
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-145- 13.15% |
$4.06K - $4.74K
|
958
$42.2K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
68New |
$1.9K - $2.22K
|
68
$2.99K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-10.1K- 43.0% |
$284K - $332K
|
13.4K
$592K
|
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
SELL
|
- |
-15- 37.5% |
$420 - $491
|
25
$1.1K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
52New |
$1.45K - $1.7K
|
52
$2.29K
|
|
|
May 07, 2025
Q1 2025
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-2.25K- 24.94% |
$63K - $73.6K
|
6.77K
$298K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
20New |
$559 - $654
|
20
$880
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
5.08K+ 25.33% |
$142K - $166K
|
25.1K
$1.11M
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
3.33KNew |
$93K - $115K
|
3.33K
$147K
|
|
|
Feb 13, 2025
Q4 2024
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
21.9KNew |
$612K - $757K
|
21.9K
$964K
|
|
|
Feb 13, 2025
Q4 2024
|
Kennedy Capital Management, Inc.
St Louis, MO |
BUY
|
- |
13.7K+ 60.82% |
$383K - $474K
|
36.3K
$1.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Connor, Clark & Lunn Investment Management Ltd.
|
BUY
|
- |
6.72KNew |
$188K - $232K
|
6.72K
$296K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
219New |
$6.11K - $7.56K
|
219
$9.64K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
148New |
$3.39K - $4.57K
|
148
$6.51K
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-1.51K- 15.97% |
$34.5K - $46.5K
|
7.93K
$349K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
13New |
$297 - $401
|
13
$572
|
|
|
Oct 18, 2024
Q3 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-2.95K- 60.51% |
$67.5K - $91.1K
|
1.93K
$84.7K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-125- 21.11% |
$2.87K - $3.17K
|
467
$20.5K
|
|
|
Aug 13, 2024
Q2 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
17New |
$390 - $431
|
17
$748
|
|
|
Aug 13, 2024
Q2 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-1.74K- 9.11% |
$39.9K - $44.1K
|
17.4K
$764K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
27K+ 6.66% |
$620K - $686K
|
433K
$19.1M
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
360+ 8.31% |
$8.25K - $9.13K
|
4.69K
$206K
|
|
|
Aug 09, 2024
Q2 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
8.1KNew |
$186K - $205K
|
8.1K
$356K
|
|
|
Jul 31, 2024
Q2 2024
|
New York State Common Retirement Fund
|
BUY
|
- |
2+ 0.05% |
$45.9 - $50.7
|
3.95K
$174K
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
3New |
$68.8 - $76.1
|
3
$132
|
|
|
Jul 25, 2024
Q2 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
281+ 158.76% |
$6.44K - $7.13K
|
458
$20.2K
|
|
| Q1 2024 | |||||||
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-26- 0.89% |
$640 - $780
|
2.9K
$128K
|
|
|
May 10, 2024
Q1 2024
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
400+ 12.5% |
$9.85K - $12K
|
3.6K
$158K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1New |
$24.6 - $30
|
1
$44
|
|
|
Apr 23, 2024
Q1 2024
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-329- 62.67% |
$8.1K - $9.87K
|
196
$8.62K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-5.55K- 26.85% |
$130K - $170K
|
15.1K
$665K
|
|
|
Feb 14, 2024
Q4 2023
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
SELL
|
- |
-4.4K- 37.61% |
$103K - $135K
|
7.3K
$321K
|
|
|
Feb 14, 2024
Q4 2023
|
Bhz Capital Management, LP
San Jose, CA |
BUY
|
- |
1.93K+ 7.39% |
$45.1K - $59.3K
|
28K
$1.23M
|
|
|
Feb 12, 2024
Q4 2023
|
Martingale Asset Management L P
Boston, MA |
BUY
|
- |
6.67KNew |
$156K - $205K
|
6.67K
$294K
|
|
|
Feb 06, 2024
Q4 2023
|
Ajo Vista, LLC
Boston, MA |
BUY
|
- |
2.23KNew |
$52.1K - $68.5K
|
2.23K
$98.1K
|
|
|
Jan 30, 2024
Q4 2023
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
8KNew |
$187K - $246K
|
8K
$352K
|
|
|
Jan 25, 2024
Q4 2023
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-500- 51.12% |
$11.7K - $15.4K
|
478
$21K
|
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
45New |
$1.05K - $1.38K
|
45
$1.98K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Man Group PLC
London, X0 |
SELL
|
- |
-2.39K- 16.22% |
$57.7K - $67.7K
|
12.3K
$543K
|
|