Purchases and Sales Made in Q2 2023 in First Western Financial Inc (MYFW)
This table provides information about the institutional ownership of First Western Financial Inc (MYFW) during Q2 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 |
---|---|---|---|---|---|---|---|
Aug 07, 2023
Q2 2023
|
Wasatch Advisors Inc
Salt Lake City, UT |
BUY
|
- |
83.2KNew |
$1.19M - $1.64M
|
83.2K
$1.7M
|
|
Aug 08, 2023
Q2 2023
|
Diamond Hill Capital Management Inc
Columbus, OH |
BUY
|
- |
63.9K+ 53.65% |
$913K - $1.26M
|
183K
$3.74M
|
|
Aug 11, 2023
Q2 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
56.7K+ 13.02% |
$811K - $1.12M
|
493K
$10.1M
|
|
Aug 11, 2023
Q2 2023
|
Banc Funds CO LLC
Chicago, IL |
BUY
|
- |
30K+ 4.12% |
$429K - $590K
|
758K
$15.5M
|
|
Aug 14, 2023
Q2 2023
|
Kennedy Capital Management, Inc.
St Louis, MO |
BUY
|
- |
24.9K+ 9.03% |
$356K - $490K
|
301K
$6.15M
|
|
Aug 14, 2023
Q2 2023
|
North Reef Capital Management LP
Laguna Beach, CA |
BUY
|
- |
23.2K+ 5.39% |
$331K - $456K
|
453K
$9.26M
|
|
Aug 14, 2023
Q2 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
21.2K+ 8.75% |
$303K - $417K
|
264K
$5.39M
|
|
Jul 27, 2023
Q2 2023
|
Empowered Funds, LLC
|
BUY
|
- |
20.5KNew |
$292K - $403K
|
20.5K
$418K
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
20.5KNew |
$292K - $403K
|
20.5K
$418K
|
|
Aug 15, 2023
Q2 2023
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
17.8K+ 5.8% |
$254K - $350K
|
324K
$6.63M
|
|
May 14, 2024
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
10.7KNew |
$153K - $210K
|
10.7K
$218K
|
|
Aug 14, 2023
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
10.7KNew |
$153K - $210K
|
10.7K
$218K
|
|
Aug 14, 2023
Q2 2023
|
State Street Corp
Boston, MA |
BUY
|
- |
4.75K+ 4.31% |
$67.9K - $93.6K
|
115K
$2.35M
|
|
Aug 11, 2023
Q2 2023
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
4.61K+ 3.32% |
$65.9K - $90.8K
|
143K
$2.93M
|
|
Apr 29, 2024
Q2 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
4.22KNew |
$60.3K - $83K
|
4.22K
$86.3K
|
|
Aug 10, 2023
Q2 2023
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
4.01K+ 3.16% |
$57.3K - $78.9K
|
131K
$2.67M
|
|
Aug 14, 2023
Q2 2023
|
Tieton Capital Management, LLC
Yakima, WA |
BUY
|
- |
2.83K+ 1.78% |
$40.4K - $55.6K
|
161K
$3.3M
|
|
Aug 10, 2023
Q2 2023
|
Citigroup Inc
|
BUY
|
- |
2.54K+ 126950.0% |
$36.3K - $50K
|
2.54K
$51.9K
|
|
Aug 14, 2023
Q2 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
2.4K+ 49.41% |
$34.3K - $47.3K
|
7.26K
$148K
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
2.05K+ 81.11% |
$29.3K - $40.4K
|
4.58K
$93.7K
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.95K+ 25.34% |
$27.8K - $38.3K
|
9.62K
$197K
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.84K+ 27.98% |
$26.3K - $36.2K
|
8.42K
$172K
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.65K+ 32.99% |
$23.6K - $32.5K
|
6.65K
$136K
|
|
Jul 14, 2023
Q2 2023
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
1.5K+ 2.63% |
$21.4K - $29.5K
|
58.4K
$1.19M
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.08K+ 18.33% |
$15.4K - $21.3K
|
6.98K
$143K
|
|
Aug 09, 2023
Q2 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
327+ 1.58% |
$4.67K - $6.44K
|
21K
$430K
|
|
Aug 11, 2023
Q2 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
83New |
$1.19K - $1.63K
|
83
$1.7K
|
|
Aug 04, 2023
Q2 2023
|
American International Group, Inc.
New York, NY |
BUY
|
- |
48+ 1.26% |
$686 - $945
|
3.86K
$78.9K
|
|
Aug 11, 2023
Q2 2023
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
25New |
$357 - $492
|
25
$511
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-231- 29.09% |
$3.3K - $4.55K
|
563
$11.5K
|
|
Aug 21, 2023
Q2 2023
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-268- 9.13% |
$3.83K - $5.27K
|
2.67K
$54.5K
|
|
Aug 11, 2023
Q2 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-289- 0.46% |
$4.13K - $5.69K
|
62.9K
$1.29M
|
|
Aug 08, 2023
Q2 2023
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-374- 3.02% |
$5.34K - $7.36K
|
12K
$245K
|
|
Aug 11, 2023
Q2 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-1.3K- 7.18% |
$18.6K - $25.6K
|
16.8K
$343K
|
|
Jul 14, 2023
Q2 2023
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-1.72K- 12.94% |
$24.6K - $33.8K
|
11.6K
$236K
|
|
Aug 03, 2023
Q2 2023
|
Barclays PLC
London, X0 |
SELL
|
- |
-2.42K- 43.53% |
$34.6K - $47.7K
|
3.14K
$64.2K
|
|
Aug 14, 2023
Q2 2023
|
Bridgeway Capital Management, LLC
Houston, TX |
SELL
|
- |
-2.81K- 2.52% |
$40.1K - $55.2K
|
109K
$2.22M
|
|
Aug 09, 2023
Q2 2023
|
Dimensional Fund Advisors LP
Austin, TX |
SELL
|
- |
-12.6K- 9.43% |
$181K - $249K
|
121K
$2.48M
|
|
Aug 14, 2023
Q2 2023
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-18.8K- 5.09% |
$268K - $369K
|
350K
$7.15M
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-26K- 77.81% |
$372K - $512K
|
7.42K
$152K
|