Purchases and Sales Made in Q4 2024 in First Watch Restaurant Group, Inc. (FWRG)
This table provides information about the institutional ownership of First Watch Restaurant Group, Inc. (FWRG) during Q4 2024. The information is specifically focused on institutions that hold shares of First Watch Restaurant Group, Inc..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 28, 2025
Q4 2024
|
Wcm Investment Management, LLC
Laguna Beach, CA |
BUY
|
- |
290K+ 44.16% |
$3.86M - $6.22M
|
947K
$19.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Investment Management Group LLC
|
BUY
|
- |
190K+ 37.66% |
$2.52M - $4.06M
|
693K
$14.5M
|
|
|
Jan 31, 2025
Q4 2024
|
New York State Common Retirement Fund
|
BUY
|
- |
176K+ 51.37% |
$2.35M - $3.78M
|
520K
$10.9M
|
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
49.8K+ 9.45% |
$663K - $1.07M
|
577K
$12.1M
|
|
|
Jan 13, 2025
Q4 2024
|
Moody National Bank Trust Division
|
BUY
|
- |
30.4K+ 46.95% |
$404K - $650K
|
95K
$1.99M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
21.3K+ 41.66% |
$283K - $456K
|
72.4K
$1.52M
|
|
|
Jan 30, 2025
Q4 2024
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
17.8KNew |
$237K - $381K
|
17.8K
$373K
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
BUY
|
- |
13.3K+ 84.45% |
$177K - $285K
|
29.1K
$609K
|
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
7.55K+ 98.91% |
$100K - $162K
|
15.2K
$318K
|
|
|
Jan 29, 2025
Q4 2024
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
5.58K+ 84.34% |
$74.1K - $119K
|
12.2K
$256K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
4.38KNew |
$58.2K - $93.7K
|
4.38K
$91.8K
|
|
|
Jan 30, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
386+ 0.87% |
$5.13K - $8.27K
|
44.9K
$942K
|
|
|
Jan 10, 2025
Q4 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
335+ 2.34% |
$4.46K - $7.18K
|
14.6K
$307K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
128New |
$1.7K - $2.74K
|
128
$2.69K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
70New |
$931 - $1.5K
|
70
$1.47K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
18+ 6.02% |
$239 - $386
|
317
$6.65K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-25- 40.32% |
$333 - $536
|
37
$776
|
|
|
Jan 17, 2025
Q4 2024
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-68- 52.31% |
$904 - $1.46K
|
62
$1.3K
|
|
|
Jan 31, 2025
Q4 2024
|
Rice Hall James & Associates, LLC
|
SELL
|
- |
-333- 0.38% |
$4.43K - $7.13K
|
87.5K
$1.84M
|
|
|
Jan 24, 2025
Q4 2024
|
Loup Funds, LLC
Minneapolis, MN |
SELL
|
- |
-14.2K- 1.76% |
$188K - $303K
|
788K
$16.5M
|