Purchases and Sales Made in Q1 2023 in First Western Financial Inc (MYFW)
This table provides information about the institutional ownership of First Western Financial Inc (MYFW) during Q1 2023. The information is specifically focused on institutions that hold shares of First Western Financial Inc.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 11, 2023
Q1 2023
|
Diamond Hill Capital Management Inc
Columbus, OH |
BUY
|
- |
87.8K+ 281.3% |
$1.68M - $2.4M
|
119K
$2.5M
|
|
May 15, 2023
Q1 2023
|
Kennedy Capital Management, Inc.
St Louis, MO |
BUY
|
- |
50K+ 22.15% |
$959K - $1.37M
|
276K
$5.79M
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
27.2KNew |
$522K - $744K
|
27.2K
$571K
|
|
May 12, 2023
Q1 2023
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
21.8K+ 19.37% |
$417K - $595K
|
134K
$2.81M
|
|
May 12, 2023
Q1 2023
|
North Reef Capital Management LP
Laguna Beach, CA |
BUY
|
- |
18.9K+ 4.6% |
$362K - $517K
|
430K
$9.03M
|
|
May 15, 2023
Q1 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
13.9KNew |
$267K - $381K
|
13.9K
$292K
|
|
May 11, 2023
Q1 2023
|
Gator Capital Management, LLC
|
BUY
|
- |
13.5K+ 108.57% |
$259K - $370K
|
26K
$546K
|
|
May 01, 2023
Q1 2023
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
12.4KNew |
$238K - $339K
|
12.4K
$260K
|
|
May 15, 2023
Q1 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
12.2K+ 5.31% |
$234K - $335K
|
242K
$5.09M
|
|
May 15, 2023
Q1 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
11.2K+ 3.12% |
$214K - $305K
|
368K
$7.73M
|
|
May 15, 2023
Q1 2023
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
8.5K+ 2.85% |
$163K - $233K
|
306K
$6.43M
|
|
May 18, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
6.05K+ 22.09% |
$116K - $165K
|
33.4K
$702K
|
|
May 09, 2024
Q1 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
4.22KNew |
$80.9K - $115K
|
4.22K
$88.6K
|
|
May 12, 2023
Q1 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
3.51K+ 0.81% |
$67.4K - $96.1K
|
436K
$9.15M
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.59K+ 50.77% |
$49.6K - $70.7K
|
7.68K
$161K
|
|
May 15, 2023
Q1 2023
|
State Street Corp
Boston, MA |
BUY
|
- |
2.53K+ 2.35% |
$48.5K - $69.2K
|
110K
$2.32M
|
|
May 04, 2023
Q1 2023
|
Barclays PLC
London, X0 |
BUY
|
- |
1.89K+ 51.36% |
$36.2K - $51.7K
|
5.56K
$117K
|
|
May 15, 2023
Q1 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
1.6K+ 48.96% |
$30.6K - $43.7K
|
4.86K
$102K
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.4K+ 38.86% |
$26.8K - $38.3K
|
5K
$105K
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.25K+ 23.54% |
$24K - $34.3K
|
6.58K
$138K
|
|
Apr 24, 2023
Q1 2023
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
1K+ 1.79% |
$19.2K - $27.4K
|
56.9K
$1.2M
|
|
May 15, 2023
Q1 2023
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
700+ 5.74% |
$13.4K - $19.2K
|
12.9K
$271K
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
423+ 114.02% |
$8.11K - $11.6K
|
794
$16.7K
|
|
Apr 12, 2023
Q1 2023
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
413+ 3.21% |
$7.92K - $11.3K
|
13.3K
$279K
|
|
May 15, 2023
Q1 2023
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
372+ 0.27% |
$7.13K - $10.2K
|
139K
$2.91M
|
|
May 11, 2023
Q1 2023
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
365+ 3.04% |
$7K - $9.99K
|
12.4K
$260K
|
|
May 12, 2023
Q1 2023
|
American International Group, Inc.
New York, NY |
BUY
|
- |
77+ 2.06% |
$1.48K - $2.11K
|
3.81K
$80K
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
67New |
$1.28K - $1.83K
|
67
$1.41K
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 15, 2023
Q1 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
SELL
|
- |
-53- 96.36% |
$1.02K - $1.45K
|
2
$42
|
|
May 15, 2023
Q1 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-56- 0.09% |
$1.07K - $1.53K
|
63.2K
$1.33M
|
|
May 02, 2023
Q1 2023
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-183- 18.3% |
$3.51K - $5.01K
|
817
$17.1K
|
|
May 09, 2023
Q1 2023
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-217- 6.88% |
$4.16K - $5.94K
|
2.94K
$61.6K
|
|
Apr 13, 2023
Q1 2023
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-269- 74.72% |
$5.16K - $7.36K
|
91
$1.91K
|
|
May 15, 2023
Q1 2023
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-336- 1.57% |
$6.44K - $9.19K
|
21.1K
$443K
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-502- 7.84% |
$9.62K - $13.7K
|
5.9K
$124K
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-899- 26.21% |
$17.2K - $24.6K
|
2.53K
$53.1K
|
|
May 12, 2023
Q1 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-1.2K- 6.22% |
$23K - $32.8K
|
18.1K
$380K
|
|
May 11, 2023
Q1 2023
|
Acadian Asset Management LLC
Boston, MA |
SELL
|
- |
-1.3K- 25.2% |
$25K - $35.7K
|
3.87K
$81.2K
|
|
May 15, 2023
Q1 2023
|
Elco Management Co., LLC
New York, NY |
SELL
|
- |
-1.6K- 13.77% |
$30.7K - $43.9K
|
10K
$211K
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-5.65K- 17.11% |
$108K - $155K
|
27.4K
$575K
|
|
May 09, 2023
Q1 2023
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-7.26K- 17.1% |
$139K - $198K
|
35.2K
$738K
|
|
May 10, 2023
Q1 2023
|
Tieton Capital Management, LLC
Yakima, WA |
SELL
|
- |
-16.1K- 9.24% |
$309K - $442K
|
159K
$3.33M
|
|
May 15, 2023
Q1 2023
|
Bridgeway Capital Management, LLC
Houston, TX |
SELL
|
- |
-22.6K- 16.87% |
$434K - $619K
|
112K
$2.34M
|
|
May 15, 2023
Q1 2023
|
Elizabeth Park Capital Advisors, Ltd.
Pepper Pike, OH |
SELL
|
- |
-143K- 64.37% |
$2.75M - $3.92M
|
79.3K
$1.66M
|