Institutional Ownership First Watch Restaurant Group, Inc. (FWRG)
This table provides information about the institutional ownership of First Watch Restaurant Group, Inc. (FWRG). We have compiled data on the 138 institutions that hold shares in the stock, with a total of 65.2 Million shares, which have been reported (via 13F filing form) to have a value of $1.19 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sg Americas Securities, LLC
|
Oct 03, 2024 Q3 2024 |
7,630
shares
|
$141,994
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Rocky Mountain Advisers, LLC
|
Nov 01, 2024 Q3 2024 |
6,610
shares
|
$123,012
0.08% of portfolio
|
Q3 2024
Added 180.08%
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
Nov 14, 2024 Q3 2024 |
5,295
shares
|
$98,539
0.0% of portfolio
|
Q4 2023
Reduced 14.78%
|
|
|
Accent Capital Management, LLC
Dayton, OH |
Nov 06, 2024 Q3 2024 |
5,000
shares
|
$93,050
0.04% of portfolio
|
Q3 2024
Reduced 52.38%
|
|
|
Quest Partners LLC
New York, NY |
Nov 07, 2024 Q3 2024 |
4,883
shares
|
$90,872
0.01% of portfolio
|
Q3 2024
Reduced 47.39%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
3,547
shares
|
$66,009
0.0% of portfolio
|
Q3 2024
Reduced 86.71%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 13, 2024 Q3 2024 |
2,973
shares
|
$55,327
0.0% of portfolio
|
Q2 2024
Added 33.5%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
2,360
shares
|
$43,919
0.0% of portfolio
|
Q3 2024
Reduced 9.99%
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
1,455
shares
|
$27,077
0.0% of portfolio
|
Q3 2024
Added 219.78%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
1,397
shares
|
$25,998
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
1,260
shares
|
$23,448
0.0% of portfolio
|
Q3 2024
Added 0.32%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
1,239
shares
|
$23,057
0.0% of portfolio
|
Q3 2024
Added 80.09%
|
|
|
Point72 Hong Kong LTD
Hong Kong, K3 |
Nov 14, 2024 Q3 2024 |
1,152
shares
|
$21,438
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
State Of Wyoming
Cheyenne, WY |
Nov 14, 2024 Q3 2024 |
1,028
shares
|
$19,131
0.0% of portfolio
|
Q3 2024
Reduced 78.82%
|
|
|
Amalgamated Bank
New York, NY |
Oct 30, 2024 Q3 2024 |
756
shares
|
$14,069
0.0% of portfolio
|
Q1 2024
Reduced 68.22%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
620
shares
|
$11,538
0.0% of portfolio
|
Q3 2024
Reduced 9.88%
|
|
|
Clear Street Markets LLC
|
Nov 07, 2024 Q3 2024 |
381
shares
|
$7,090
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
First Horizon Advisors, Inc.
|
Nov 08, 2024 Q3 2024 |
380
shares
|
$7,071
0.0% of portfolio
|
Q3 2024
Added 190.08%
|
|
|
Gamma Investing LLC
Foster City, CA |
Oct 04, 2024 Q3 2024 |
299
shares
|
$5,564
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
240
shares
|
$4,466
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
236
shares
|
$4,391
0.0% of portfolio
|
Q3 2024
Added 6.31%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
200
shares
|
$3,722
0.0% of portfolio
|
Q2 2024
Reduced 20.0%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2024 Q3 2024 |
194
shares
|
$3,610
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
178
shares
|
$3,312
0.0% of portfolio
|
Q3 2024
Added 13.38%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Oct 24, 2024 Q3 2024 |
167
shares
|
$3,107
0.0% of portfolio
|
Q3 2024
New holding
|