Institutional Ownership First Western Financial Inc (MYFW)
This table provides information about the institutional ownership of First Western Financial Inc (MYFW). We have compiled data on the 57 institutions that hold shares in the stock, with a total of 5.47 Million shares, which have been reported (via 13F filing form) to have a value of $92.3 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Banc Funds CO LLC
Chicago, IL |
May 10, 2024 Q1 2024 |
766,386
shares
|
$12.9 Million
1.26% of portfolio
|
Q1 2024
Added 1.05%
|
|
|
Black Rock Inc.
New York, NY |
May 10, 2024 Q1 2024 |
510,210
shares
|
$8.61 Million
0.0% of portfolio
|
Q1 2024
Reduced 4.54%
|
|
|
North Reef Capital Management LP
Laguna Beach, CA |
May 15, 2024 Q1 2024 |
401,832
shares
|
$6.78 Million
0.31% of portfolio
|
Q1 2024
Reduced 9.39%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
May 10, 2024 Q1 2024 |
369,313
shares
|
$6.23 Million
0.0% of portfolio
|
Q1 2024
Added 1.21%
|
|
|
Fj Capital Management LLC
Mclean, VA |
May 14, 2024 Q1 2024 |
369,263
shares
|
$6.23 Million
0.57% of portfolio
|
Q4 2022
Added 0.07%
|
|
|
Wasatch Advisors Inc
Salt Lake City, UT |
Apr 18, 2024 Q1 2024 |
363,990
shares
|
$6.14 Million
0.03% of portfolio
|
Q1 2024
Added 14.53%
|
|
|
Punch & Associates Investment Management, Inc.
Edina, MN |
May 15, 2024 Q1 2024 |
346,915
shares
|
$5.86 Million
0.3% of portfolio
|
Q1 2024
Added 29.75%
|
|
|
Alliancebernstein L.P.
New York, NY |
May 14, 2024 Q1 2024 |
330,023
shares
|
$5.57 Million
0.0% of portfolio
|
Q1 2024
Reduced 1.41%
|
|
|
Kennedy Capital Management, Inc.
St Louis, MO |
May 15, 2024 Q1 2024 |
246,196
shares
|
$4.16 Million
0.08% of portfolio
|
Q1 2024
Reduced 18.69%
|
|
|
Strategic Value Bank Partners LLC
Cleveland, OH |
May 14, 2024 Q1 2024 |
220,663
shares
|
$3.72 Million
2.44% of portfolio
|
Q1 2024
New holding
|
|
|
Diamond Hill Capital Management Inc
Columbus, OH |
May 13, 2024 Q1 2024 |
168,354
shares
|
$2.84 Million
0.01% of portfolio
|
Q1 2024
Added 4.04%
|
|
|
Geode Capital Management, LLC
Boston, MA |
May 13, 2024 Q1 2024 |
163,613
shares
|
$2.76 Million
0.0% of portfolio
|
Q1 2024
Added 1.68%
|
|
|
Tieton Capital Management, LLC
Yakima, WA |
May 10, 2024 Q1 2024 |
151,150
shares
|
$2.55 Million
1.16% of portfolio
|
Q1 2024
Reduced 1.05%
|
|
|
Dimensional Fund Advisors LP
Austin, TX |
May 10, 2024 Q1 2024 |
148,443
shares
|
$2.51 Million
0.0% of portfolio
|
Q1 2024
Added 3.22%
|
|
|
First Western Trust Bank
Denver, CO |
May 16, 2024 Q1 2024 |
121,120
shares
|
$2.04 Million
0.08% of portfolio
|
Q4 2023
Reduced 7.39%
|
|
|
State Street Corp
Boston, MA |
May 15, 2024 Q1 2024 |
107,495
shares
|
$1.81 Million
0.0% of portfolio
|
Q4 2023
Reduced 7.77%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2024 Q1 2024 |
77,000
shares
|
$1.3 Million
0.0% of portfolio
|
Q1 2021
Added 11.59%
|
|
|
Northern Trust Corp
Chicago, IL |
May 14, 2024 Q1 2024 |
67,552
shares
|
$1.14 Million
0.0% of portfolio
|
Q1 2024
Added 6.09%
|
|
|
Cherry Creek Investment Advisors, Inc.
|
Apr 23, 2024 Q1 2024 |
51,939
shares
|
$876,730
0.42% of portfolio
|
Q1 2024
Reduced 10.36%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 15, 2024 Q1 2024 |
45,316
shares
|
$764,934
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Bridgeway Capital Management, LLC
Houston, TX |
May 15, 2024 Q1 2024 |
43,655
shares
|
$736,896
0.01% of portfolio
|
Q1 2024
Reduced 49.23%
|
|
|
Rmb Capital Management, LLC
|
May 14, 2024 Q1 2024 |
41,967
shares
|
$708,402
0.01% of portfolio
|
Q1 2024
Added 112.72%
|
|
|
Strs Ohio
|
May 13, 2024 Q1 2024 |
31,300
shares
|
$528,344
0.0% of portfolio
|
Q1 2024
Added 158.68%
|
|
|
Mendon Capital Advisors Corp
Rochester, NY |
May 15, 2024 Q1 2024 |
31,277
shares
|
$527,955
0.63% of portfolio
|
Q1 2024
Reduced 45.19%
|
|
|
Nuveen Asset Management, LLC
Chicago, IL |
May 13, 2024 Q1 2024 |
25,505
shares
|
$430,524
0.0% of portfolio
|
Q4 2023
Added 20.75%
|
|