Latest Institutional Transactions on First Western Financial Inc (MYFW)
This table provides information on the latest institutional transactions involving First Western Financial Inc (MYFW) 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Rmb Capital Management, LLC
|
BUY
|
- |
107K+ 120.04% |
$2M - $2.38M
|
197K
$4.59M
|
|
|
Feb 13, 2025
Q4 2024
|
Fourthstone LLC
St Louis, MO |
BUY
|
- |
25KNew |
$466K - $555K
|
25K
$582K
|
|
|
Feb 13, 2025
Q4 2024
|
Banc Funds CO LLC
Chicago, IL |
SELL
|
- |
-86.1K- 11.93% |
$1.61M - $1.91M
|
636K
$14.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Biltmore Family Office, LLC
|
BUY
|
- |
45.3KNew |
$845K - $1.01M
|
45.3K
$1.06M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
25KNew |
$466K - $555K
|
25K
$583K
|
|
| Q3 2024 | |||||||
|
Jun 26, 2025
Q3 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
9.96KNew |
$155K - $199K
|
9.96K
$232K
|
|
|
Nov 14, 2024
Q3 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
810+ 2.96% |
$12.6K - $16.2K
|
28.1K
$656K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-19.5K- 49.59% |
$305K - $391K
|
19.9K
$463K
|
|
|
Nov 14, 2024
Q3 2024
|
Fj Capital Management LLC
Mclean, VA |
SELL
|
- |
-231K- 68.65% |
$3.61M - $4.63M
|
106K
$2.46M
|
|
|
Nov 13, 2024
Q3 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
84New |
$1.31K - $1.68K
|
84
$1.96K
|
|
|
Nov 12, 2024
Q3 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
1.59K+ 7.59% |
$24.9K - $31.9K
|
22.6K
$526K
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
200New |
$3.12K - $4.01K
|
200
$4.66K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
73New |
$1.14K - $1.46K
|
73
$1.7K
|
|
|
Oct 28, 2024
Q3 2024
|
New York State Common Retirement Fund
|
SELL
|
- |
-1K- 17.96% |
$15.6K - $20K
|
4.57K
$107K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-228- 28.29% |
$3.08K - $4.18K
|
578
$13.5K
|
|
|
Aug 14, 2024
Q2 2024
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
SELL
|
- |
-100- 0.94% |
$1.35K - $1.83K
|
10.5K
$245K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-703- 0.14% |
$9.5K - $12.9K
|
510K
$11.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
4.62KNew |
$62.5K - $84.7K
|
4.62K
$108K
|
|
|
Aug 13, 2024
Q2 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-3.77K- 17.17% |
$51K - $69.2K
|
18.2K
$425K
|
|
|
Aug 09, 2024
Q2 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-22Closed |
$297 - $403
|
0
$0
|
|
|
Aug 08, 2024
Q2 2024
|
Strategic Value Bank Partners LLC
Cleveland, OH |
BUY
|
- |
28.6K+ 12.94% |
$386K - $524K
|
249K
$5.81M
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
5New |
$67.6 - $91.7
|
5
$117
|
|
|
Jul 19, 2024
Q2 2024
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-15- 60.0% |
$203 - $275
|
10
$233
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
45.3KNew |
$595K - $889K
|
45.3K
$1.06M
|
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-34- 0.85% |
$446 - $667
|
3.95K
$92.1K
|
|
|
Apr 23, 2024
Q1 2024
|
Cherry Creek Investment Advisors, Inc.
|
SELL
|
- |
-6K- 10.36% |
$78.7K - $118K
|
51.9K
$1.21M
|
|
|
Apr 23, 2024
Q1 2024
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-461- 62.72% |
$6.05K - $9.04K
|
274
$6.39K
|
|
| Q4 2023 | |||||||
|
May 29, 2025
Q4 2023
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-59- 8.21% |
$778 - $1.24K
|
660
$15.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Family Management Corp
New York, NY |
BUY
|
- |
30.5KNew |
$402K - $640K
|
30.5K
$712K
|
|
|
Feb 14, 2024
Q4 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
CALL |
267KNew |
$3.52M - $5.6M
|
267K
$6.24M
|
|
|
Feb 13, 2024
Q4 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-3.7K- 26.81% |
$48.8K - $77.6K
|
10.1K
$236K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
14.4KNew |
$261K - $315K
|
14.4K
$336K
|
|
|
Oct 11, 2023
Q3 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
12New |
$218 - $262
|
12
$280
|
|
| Q2 2023 | |||||||
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
20.5KNew |
$292K - $403K
|
20.5K
$477K
|
|
|
Jul 14, 2023
Q2 2023
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-1.72K- 12.94% |
$24.6K - $33.8K
|
11.6K
$269K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
13.9KNew |
$267K - $381K
|
13.9K
$325K
|
|
|
May 15, 2023
Q1 2023
|
Elizabeth Park Capital Advisors, Ltd.
Pepper Pike, OH |
SELL
|
- |
-143K- 64.37% |
$2.75M - $3.92M
|
79.3K
$1.85M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
67New |
$1.28K - $1.83K
|
67
$1.56K
|
|
|
May 11, 2023
Q1 2023
|
Gator Capital Management, LLC
|
BUY
|
- |
13.5K+ 108.57% |
$259K - $370K
|
26K
$606K
|
|
|
May 09, 2023
Q1 2023
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-7.26K- 17.1% |
$139K - $198K
|
35.2K
$820K
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
27.2KNew |
$522K - $744K
|
27.2K
$634K
|
|
|
May 01, 2023
Q1 2023
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
12.4KNew |
$238K - $339K
|
12.4K
$289K
|
|
|
Apr 13, 2023
Q1 2023
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-269- 74.72% |
$5.16K - $7.36K
|
91
$2.12K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
SELL
|
- |
-8.37K- 52.09% |
$205K - $255K
|
7.7K
$179K
|
|
|
Feb 14, 2023
Q4 2022
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
11.6KNew |
$286K - $355K
|
11.6K
$272K
|
|
|
Feb 10, 2023
Q4 2022
|
Victory Capital Management Inc
|
BUY
|
- |
15.1KNew |
$369K - $460K
|
15.1K
$351K
|
|
|
Feb 01, 2023
Q4 2022
|
Legato Capital Management LLC
|
BUY
|
- |
7.39KNew |
$181K - $226K
|
7.39K
$172K
|
|
| Q3 2022 | |||||||
|
Nov 15, 2022
Q3 2022
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
2KNew |
$49.3K - $58.8K
|
2K
$46.6K
|
|
|
Nov 10, 2022
Q3 2022
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
43+ 1075.0% |
$1.06K - $1.26K
|
47
$1.1K
|
|
|
Nov 08, 2022
Q3 2022
|
Riverwater Partners LLC
|
SELL
|
- |
-6.04K- 39.29% |
$149K - $178K
|
9.33K
$218K
|
|