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 85 institutions that hold shares in the stock, with a total of 3.19 Million shares, which have been reported (via 13F filing form) to have a value of $140 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
22
shares
|
$968
0.0% of portfolio
|
Q1 2021
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
21
shares
|
$924
0.0% of portfolio
|
Q2 2025
Reduced 41.67%
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
20
shares
|
$880
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Aug 11, 2025 Q2 2025 |
17
shares
|
$748
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
10
shares
|
$440
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
8
shares
|
$352
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
3
shares
|
$132
0.0% of portfolio
|
Q2 2025
Reduced 40.0%
|
|
|
True Wealth Design, LLC
Akron, OH |
Aug 06, 2025 Q2 2025 |
1
shares
|
$44
0.0% of portfolio
|
Q2 2025
Reduced 50.0%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
1
shares
|
$44
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|