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 $118 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Boothbay Fund Management, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
34,475
shares
|
$725,698
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Nuveen Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
28,148
shares
|
$592,515
0.0% of portfolio
|
Q3 2024
Added 2.96%
|
|
|
Strs Ohio
|
Nov 01, 2024 Q3 2024 |
26,500
shares
|
$557,825
0.0% of portfolio
|
Q3 2024
Reduced 7.02%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
25,000
shares
|
$526,250
0.0% of portfolio
|
Q3 2022
Reduced 3.31%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
22,978
shares
|
$483,686
0.0% of portfolio
|
Q3 2024
Added 186.12%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
22,554
shares
|
$474,761
0.0% of portfolio
|
Q3 2024
Added 7.59%
|
|
|
Empowered Funds, LLC
|
Nov 06, 2024 Q3 2024 |
21,859
shares
|
$460,131
0.01% of portfolio
|
Q3 2024
Added 5.16%
|
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
20,465
shares
|
$430,788
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
19,853
shares
|
$417,905
0.0% of portfolio
|
Q3 2024
Reduced 49.59%
|
|
|
Barclays PLC
London, X0 |
Nov 19, 2024 Q3 2024 |
17,583
shares
|
$370,122
0.0% of portfolio
|
Q3 2024
Added 112.51%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
15,618
shares
|
$328,758
0.0% of portfolio
|
Q3 2024
Reduced 9.53%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
13,924
shares
|
$293,100
0.03% of portfolio
|
Q1 2022
New holding
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
13,924
shares
|
$293,100
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Hsbc Holdings PLC
London, X0 |
Nov 14, 2024 Q3 2024 |
13,923
shares
|
$293,079
0.0% of portfolio
|
Q3 2024
Added 12.57%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
13,674
shares
|
$287,837
0.0% of portfolio
|
Q3 2024
Added 283.99%
|
|
|
Sippican Capital Advisors
|
Oct 28, 2024 Q3 2024 |
13,600
shares
|
$286,280
0.21% of portfolio
|
Q3 2024
New holding
|
|
|
Elco Management Co., LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
12,792
shares
|
$269,271
0.14% of portfolio
|
Q3 2024
Added 12.07%
|
|
|
Rhumbline Advisers
Boston, MA |
Nov 12, 2024 Q3 2024 |
11,533
shares
|
$242,769
0.0% of portfolio
|
Q3 2024
Reduced 3.48%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
10,776
shares
|
$226,834
0.0% of portfolio
|
Q3 2024
Reduced 12.82%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Nov 13, 2024 Q3 2024 |
9,960
shares
|
$209,658
0.0% of portfolio
|
Q3 2024
Added 41.58%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
7,415
shares
|
$156,085
0.0% of portfolio
|
Q3 2024
Added 0.87%
|
|
|
Citigroup Inc
|
Nov 12, 2024 Q3 2024 |
6,025
shares
|
$126,826
0.0% of portfolio
|
Q3 2024
Added 216.44%
|
|
|
Acadian Asset Management LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
5,690
shares
|
$119,774
0.0% of portfolio
|
Q3 2024
Added 47.14%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
4,775
shares
|
$100,513
0.0% of portfolio
|
Q3 2024
Reduced 1.28%
|
|
|
Met Life Investment Management, LLC
Whippany, NJ |
Nov 13, 2024 Q3 2024 |
4,620
shares
|
$97,251
0.0% of portfolio
|
Q2 2024
New holding
|