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 68 institutions that hold shares in the stock, with a total of 5.58 Million shares, which have been reported (via 13F filing form) to have a value of $106 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Banc Funds CO LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
722,320
shares
|
$13.7 Million
2.12% of portfolio
|
Q3 2024
Reduced 4.33%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
509,507
shares
|
$9.7 Million
0.0% of portfolio
|
Q2 2024
Reduced 0.14%
|
|
|
Wasatch Advisors Inc
Salt Lake City, UT |
Nov 14, 2024 Q3 2024 |
446,009
shares
|
$8.49 Million
0.04% of portfolio
|
Q3 2024
Added 22.53%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Nov 13, 2024 Q3 2024 |
401,626
shares
|
$7.64 Million
0.0% of portfolio
|
Q3 2024
Added 1.89%
|
|
|
Alliancebernstein L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
351,564
shares
|
$6.69 Million
0.0% of portfolio
|
Q3 2024
Added 2.3%
|
|
|
Punch & Associates Investment Management, Inc.
Edina, MN |
Nov 14, 2024 Q3 2024 |
347,915
shares
|
$6.62 Million
0.41% of portfolio
|
Q3 2024
Added 2.68%
|
|
|
North Reef Capital Management LP
Laguna Beach, CA |
Nov 14, 2024 Q3 2024 |
303,421
shares
|
$5.77 Million
0.28% of portfolio
|
Q3 2024
Added 1.64%
|
|
|
Strategic Value Bank Partners LLC
Cleveland, OH |
Nov 14, 2024 Q3 2024 |
249,226
shares
|
$4.74 Million
3.62% of portfolio
|
Q2 2024
Added 12.94%
|
|
|
Jacobs Asset Management, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
208,114
shares
|
$3.96 Million
2.81% of portfolio
|
Q3 2024
Added 31.36%
|
|
|
Dimensional Fund Advisors LP
Austin, TX |
Nov 07, 2024 Q3 2024 |
178,246
shares
|
$3.39 Million
0.0% of portfolio
|
Q3 2024
Added 11.71%
|
|
|
Geode Capital Management, LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
174,570
shares
|
$3.32 Million
0.0% of portfolio
|
Q3 2024
Added 1.55%
|
|
|
Tieton Capital Management, LLC
Yakima, WA |
Nov 12, 2024 Q3 2024 |
150,790
shares
|
$2.87 Million
1.56% of portfolio
|
Q3 2024
Reduced 0.41%
|
|
|
Diamond Hill Capital Management Inc
Columbus, OH |
Nov 04, 2024 Q3 2024 |
141,416
shares
|
$2.69 Million
0.01% of portfolio
|
Q3 2024
Reduced 12.48%
|
|
|
Kennedy Capital Management, Inc.
St Louis, MO |
Nov 14, 2024 Q3 2024 |
136,432
shares
|
$2.6 Million
0.06% of portfolio
|
Q3 2024
Reduced 28.9%
|
|
|
First Western Trust Bank
Denver, CO |
Nov 07, 2024 Q3 2024 |
120,157
shares
|
$2.29 Million
0.11% of portfolio
|
Q3 2024
Added 6.15%
|
|
|
State Street Corp
Boston, MA |
Nov 14, 2024 Q3 2024 |
112,268
shares
|
$2.14 Million
0.0% of portfolio
|
Q3 2024
Added 5.26%
|
|
|
Fj Capital Management LLC
Mclean, VA |
Nov 14, 2024 Q3 2024 |
105,611
shares
|
$2.01 Million
0.23% of portfolio
|
Q3 2024
Reduced 68.65%
|
|
|
Mendon Capital Advisors Corp
Rochester, NY |
Nov 14, 2024 Q3 2024 |
102,166
shares
|
$1.94 Million
1.32% of portfolio
|
Q3 2024
Added 43.06%
|
|
|
Rmb Capital Management, LLC
|
Nov 06, 2024 Q3 2024 |
89,374
shares
|
$1.7 Million
0.04% of portfolio
|
Q3 2024
Added 25.15%
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 13, 2024 Q3 2024 |
65,022
shares
|
$1.24 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.17%
|
|
|
Rhino Investment Partners, Inc
West Conshohocken, PA |
Nov 12, 2024 Q3 2024 |
54,941
shares
|
$1.05 Million
0.25% of portfolio
|
Q3 2024
New holding
|
|
|
Cherry Creek Investment Advisors, Inc.
|
Oct 22, 2024 Q3 2024 |
51,939
shares
|
$988,399
0.55% of portfolio
|
Q1 2024
Reduced 10.36%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
49,208
shares
|
$936,428
0.0% of portfolio
|
Q3 2024
Added 33.76%
|
|
|
Bridgeway Capital Management, LLC
Houston, TX |
Nov 14, 2024 Q3 2024 |
46,915
shares
|
$892,792
0.02% of portfolio
|
Q3 2024
Added 11.34%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
45,316
shares
|
$862,363
0.0% of portfolio
|
Q1 2024
New holding
|