Institutional Ownership Bankwell Financial Group, Inc. (BWFG)
This table provides information about the institutional ownership of Bankwell Financial Group, Inc. (BWFG). We have compiled data on the 69 institutions that hold shares in the stock, with a total of 2.84 Million shares, which have been reported (via 13F filing form) to have a value of $91 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Nisa Investment Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
478
shares
|
$15,190
0.0% of portfolio
|
Q4 2023
Reduced 51.12%
|
|
|
California State Teachers Retirement System
West Sacramento, CA |
Nov 14, 2024 Q3 2024 |
467
shares
|
$14,841
0.0% of portfolio
|
Q2 2024
Reduced 21.11%
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 24, 2024 Q3 2024 |
458
shares
|
$14,555
0.0% of portfolio
|
Q2 2024
Added 158.76%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 13, 2024 Q3 2024 |
423
shares
|
$13,442
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
242
shares
|
$7,690
0.0% of portfolio
|
Q3 2024
Added 53.16%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
207
shares
|
$6,578
0.0% of portfolio
|
Q3 2024
Reduced 90.16%
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
200
shares
|
$6,356
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Amalgamated Bank
New York, NY |
Oct 30, 2024 Q3 2024 |
196
shares
|
$6,228
0.0% of portfolio
|
Q1 2024
Reduced 62.67%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
148
shares
|
$4,703
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Covestor LTD
Boston, MA |
Nov 01, 2024 Q3 2024 |
82
shares
|
$2,605
0.0% of portfolio
|
Q3 2024
Reduced 1.2%
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2024 Q3 2024 |
73
shares
|
$2,319
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Oct 24, 2024 Q3 2024 |
45
shares
|
$1,430
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
30
shares
|
$953
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Massmutual Trust CO Fsb
|
Oct 02, 2024 Q3 2024 |
22
shares
|
$699
0.0% of portfolio
|
Q1 2021
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Oct 04, 2024 Q3 2024 |
21
shares
|
$667
0.0% of portfolio
|
Q2 2024
Reduced 50.0%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
20
shares
|
$635
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 05, 2024 Q3 2024 |
17
shares
|
$540
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Capital Performance Advisors LLP
|
Nov 01, 2024 Q3 2024 |
13
shares
|
$413
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|