Latest Institutional Transactions on Finwise Bancorp (FINW)
This table provides information on the latest institutional transactions involving Finwise Bancorp (FINW) 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 |
---|---|---|---|---|---|---|---|
Nov 15, 2024
Q3 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
3.04KNew |
$31.3K - $47.3K
|
3.04K
$53.5K
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
26.6KNew |
$274K - $415K
|
26.6K
$468K
|
|
Nov 14, 2024
Q3 2024
|
Bridgeway Capital Management, LLC
Houston, TX |
SELL
|
- |
-7.42K- 7.89% |
$76.5K - $116K
|
86.6K
$1.53M
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-491- 54.8% |
$5.06K - $7.66K
|
405
$7.14K
|
|
Nov 14, 2024
Q3 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
59.3K+ 6.01% |
$611K - $925K
|
1.05M
$18.4M
|
|
Nov 14, 2024
Q3 2024
|
Gilder Gagnon Howe & CO LLC
New York, NY |
SELL
|
- |
-50K- 65.78% |
$516K - $780K
|
26K
$458K
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
15+ 27.27% |
$155 - $234
|
70
$1.23K
|
|
Nov 14, 2024
Q3 2024
|
Wasatch Advisors Inc
Salt Lake City, UT |
BUY
|
- |
398KNew |
$4.1M - $6.21M
|
398K
$7.01M
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-3.39K- 6.57% |
$35K - $52.9K
|
48.2K
$850K
|
|
Nov 13, 2024
Q3 2024
|
M3 F, Inc.
Salt Lake City, UT |
SELL
|
- |
-9.91K- 3.56% |
$102K - $155K
|
269K
$4.74M
|
|
Nov 13, 2024
Q3 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
17.5K+ 4.38% |
$180K - $272K
|
416K
$7.33M
|
|
Nov 13, 2024
Q3 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
1.6K+ 3.41% |
$16.5K - $25K
|
48.5K
$855K
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
668New |
$6.89K - $10.4K
|
668
$11.8K
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-247- 1.71% |
$2.55K - $3.85K
|
14.2K
$250K
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
BUY
|
- |
2.79K+ 68.36% |
$28.8K - $43.6K
|
6.88K
$121K
|
|
Nov 12, 2024
Q3 2024
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
16.3K+ 21.66% |
$168K - $254K
|
91.6K
$1.61M
|
|
Nov 07, 2024
Q3 2024
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
4.03K+ 4.29% |
$41.5K - $62.8K
|
97.9K
$1.72M
|
|
Nov 06, 2024
Q3 2024
|
Empowered Funds, LLC
|
BUY
|
- |
1.07K+ 5.26% |
$11.1K - $16.7K
|
21.4K
$378K
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-11.5K- 53.46% |
$119K - $180K
|
10.1K
$177K
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q2 2024 | |||||||
Aug 14, 2024
Q2 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
1.03K+ 8.55% |
$9.88K - $11.2K
|
13.1K
$231K
|
|
Aug 14, 2024
Q2 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-20.4K- 41.63% |
$195K - $221K
|
28.6K
$504K
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
20.3KNew |
$194K - $220K
|
20.3K
$357K
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-5.16K- 16.73% |
$49.3K - $56K
|
25.7K
$453K
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-2.51K- 99.96% |
$24K - $27.2K
|
1
$17.6
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-12.1K- 26.57% |
$116K - $131K
|
33.4K
$588K
|
|
Aug 13, 2024
Q2 2024
|
Globeflex Capital L P
San Diego, CA |
SELL
|
- |
-24.1K- 87.95% |
$230K - $261K
|
3.3K
$58.1K
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1.5K- 12.4% |
$14.3K - $16.3K
|
10.6K
$187K
|
|
Aug 06, 2024
Q2 2024
|
Emerald Mutual Fund Advisers Trust
|
SELL
|
- |
-11K- 11.43% |
$105K - $120K
|
85.4K
$1.51M
|
|
Q1 2024 | |||||||
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
8.85KNew |
$77.6K - $132K
|
8.85K
$156K
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
5.13K+ 45.39% |
$45K - $76.6K
|
16.4K
$290K
|
|
May 14, 2024
Q1 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
16.3KNew |
$143K - $243K
|
16.3K
$287K
|
|
May 13, 2024
Q1 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
14KNew |
$123K - $209K
|
14K
$247K
|
|
Apr 30, 2024
Q1 2024
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-14.2K- 50.0% |
$125K - $212K
|
14.2K
$250K
|
|
Q4 2023 | |||||||
Feb 23, 2024
Q4 2023
|
Mendon Capital Advisors Corp
Rochester, NY |
SELL
|
- |
-58.8KClosed |
$489K - $841K
|
0
$0
|
|
Feb 14, 2024
Q4 2023
|
Basswood Capital Management, L.L.C.
New York, NY |
SELL
|
- |
-240K- 98.14% |
$1.99M - $3.43M
|
4.54K
$79.9K
|
|
Feb 14, 2024
Q4 2023
|
Siena Capital Partners Gp, LLC
|
BUY
|
- |
16.3K+ 16.71% |
$135K - $233K
|
114K
$2M
|
|
Feb 14, 2024
Q4 2023
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
13.9KNew |
$116K - $199K
|
13.9K
$245K
|
|
Feb 14, 2024
Q4 2023
|
683 Capital Management, LLC
New York, NY |
BUY
|
- |
19.9KNew |
$166K - $285K
|
19.9K
$351K
|
|
Feb 13, 2024
Q4 2023
|
Eam Investors, LLC
Solana Beach, CA |
BUY
|
- |
39.9KNew |
$332K - $571K
|
39.9K
$703K
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.89KNew |
$24K - $41.3K
|
2.89K
$50.9K
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
BUY
|
- |
351KNew |
$2.92M - $5.02M
|
351K
$6.19M
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
3+ 6.25% |
$25 - $42.9
|
51
$899
|
|
Q3 2023 | |||||||
Nov 14, 2023
Q3 2023
|
State Street Corp
Boston, MA |
BUY
|
- |
800+ 5.93% |
$6.8K - $8.4K
|
14.3K
$252K
|
|
Nov 13, 2023
Q3 2023
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
15.7KNew |
$133K - $165K
|
15.7K
$277K
|
|
Q2 2023 | |||||||
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
29New |
$225 - $263
|
29
$511
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
14.7KNew |
$114K - $134K
|
14.7K
$260K
|
|
Q4 2022 | |||||||
Feb 14, 2023
Q4 2022
|
Elco Management Co., LLC
New York, NY |
SELL
|
- |
-11.4K- 28.5% |
$96.5K - $113K
|
28.6K
$504K
|
|
Q3 2022 | |||||||
Nov 14, 2022
Q3 2022
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-129- 0.39% |
$1.13K - $1.42K
|
33.3K
$587K
|
|
Oct 28, 2022
Q3 2022
|
Jcsd Capital, LLC
|
SELL
|
- |
-17.7K- 99.94% |
$155K - $195K
|
10
$176
|