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 73 institutions that hold shares in the stock, with a total of 5.85 Million shares, which have been reported (via 13F filing form) to have a value of $143 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Colorado Capital Management, Inc.
|
Jul 11, 2025 Q2 2025 |
39,744
shares
|
$971,343
0.38% of portfolio
|
Q2 2025
New holding
|
|
|
Goldman Sachs Group Inc
New York, NY |
Jun 26, 2025 Q1 2025 |
36,257
shares
|
$886,121
0.0% of portfolio
|
Q1 2025
Reduced 25.1%
|
|
|
Pmc Fig Opportunities LLC
Jerusalem, L3 |
May 15, 2025 Q1 2025 |
29,064
shares
|
$710,324
1.39% of portfolio
|
Q1 2025
Added 65.37%
|
|
|
Nuveen Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
28,148
shares
|
$687,937
0.0% of portfolio
|
Q3 2024
Added 2.96%
|
|
|
Nuveen, LLC
Charlotte, NC |
May 12, 2025 Q1 2025 |
28,148
shares
|
$687,937
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
25,000
shares
|
$611,000
0.0% of portfolio
|
Q3 2022
Reduced 3.31%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
25,000
shares
|
$611,000
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Strs Ohio
|
May 28, 2025 Q1 2025 |
24,900
shares
|
$608,556
0.0% of portfolio
|
Q4 2024
Added 6.43%
|
|
|
Empowered Funds, LLC
|
May 16, 2025 Q1 2025 |
24,763
shares
|
$605,207
0.01% of portfolio
|
Q1 2025
Added 7.95%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
22,694
shares
|
$554,641
0.0% of portfolio
|
Q1 2025
Added 31.21%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
May 09, 2025 Q1 2025 |
22,554
shares
|
$551,219
0.0% of portfolio
|
Q3 2024
Added 7.59%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
21,084
shares
|
$515,292
0.0% of portfolio
|
Q1 2025
Reduced 1.18%
|
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
20,465
shares
|
$500,164
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Elco Management Co., LLC
New York, NY |
May 01, 2025 Q1 2025 |
18,372
shares
|
$449,011
0.2% of portfolio
|
Q1 2025
Reduced 2.08%
|
|
|
Barclays PLC
London, X0 |
May 15, 2025 Q1 2025 |
17,464
shares
|
$426,820
0.0% of portfolio
|
Q1 2025
Reduced 19.92%
|
|
|
Persistent Asset Partners LTD
Hong Kong, K3 |
May 13, 2025 Q1 2025 |
17,384
shares
|
$424,864
0.29% of portfolio
|
Q1 2025
Added 19.58%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
15,285
shares
|
$373,565
0.0% of portfolio
|
Q1 2025
Reduced 48.63%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
14,160
shares
|
$346,070
0.0% of portfolio
|
Q1 2025
Reduced 70.68%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
13,924
shares
|
$340,302
0.03% of portfolio
|
Q1 2022
New holding
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
13,924
shares
|
$340,302
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Rhumbline Advisers
Boston, MA |
May 29, 2025 Q1 2025 |
12,697
shares
|
$310,314
0.0% of portfolio
|
Q4 2024
Reduced 0.58%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
11,299
shares
|
$276,147
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
11,070
shares
|
$270,550
0.0% of portfolio
|
Q1 2025
Reduced 26.97%
|
|
|
Hsbc Holdings PLC
London, X0 |
May 14, 2025 Q1 2025 |
10,657
shares
|
$260,457
0.0% of portfolio
|
Q1 2025
Reduced 27.1%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
7,001
shares
|
$171,104
0.0% of portfolio
|
Q1 2025
Reduced 7.7%
|