Purchases and Sales Made in Q3 2024 in First Western Financial Inc (MYFW)
This table provides information about the institutional ownership of First Western Financial Inc (MYFW) during Q3 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Wasatch Advisors Inc
Salt Lake City, UT |
BUY
|
- |
82K+ 22.53% |
$1.28M - $1.64M
|
446K
$9.39M
|
|
|
Nov 12, 2024
Q3 2024
|
Rhino Investment Partners, Inc
West Conshohocken, PA |
BUY
|
- |
54.9KNew |
$858K - $1.1M
|
54.9K
$1.16M
|
|
|
Nov 14, 2024
Q3 2024
|
Jacobs Asset Management, LLC
New York, NY |
BUY
|
- |
49.7K+ 31.36% |
$775K - $995K
|
208K
$4.38M
|
|
|
Nov 14, 2024
Q3 2024
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
34.5KNew |
$538K - $691K
|
34.5K
$726K
|
|
|
Nov 14, 2024
Q3 2024
|
Mendon Capital Advisors Corp
Rochester, NY |
BUY
|
- |
30.8K+ 43.06% |
$480K - $616K
|
102K
$2.15M
|
|
|
Nov 07, 2024
Q3 2024
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
18.7K+ 11.71% |
$292K - $374K
|
178K
$3.75M
|
|
|
Nov 06, 2024
Q3 2024
|
Rmb Capital Management, LLC
|
BUY
|
- |
18K+ 25.15% |
$280K - $360K
|
89.4K
$1.88M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
14.9K+ 186.12% |
$233K - $299K
|
23K
$484K
|
|
|
Oct 28, 2024
Q3 2024
|
Sippican Capital Advisors
|
BUY
|
- |
13.6KNew |
$212K - $272K
|
13.6K
$286K
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
12.4K+ 33.76% |
$194K - $249K
|
49.2K
$1.04M
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
10.1K+ 283.99% |
$158K - $203K
|
13.7K
$288K
|
|
|
Nov 15, 2024
Q3 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
9.31K+ 112.51% |
$145K - $186K
|
17.6K
$370K
|
|
|
Nov 14, 2024
Q3 2024
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
9.08K+ 2.68% |
$142K - $182K
|
348K
$7.32M
|
|
|
Nov 14, 2024
Q3 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
7.89K+ 2.3% |
$123K - $158K
|
352K
$7.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
7.44K+ 1.89% |
$116K - $149K
|
402K
$8.45M
|
|
|
Nov 07, 2024
Q3 2024
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
6.96K+ 6.15% |
$109K - $139K
|
120K
$2.53M
|
|
|
Nov 14, 2024
Q3 2024
|
State Street Corp
Boston, MA |
BUY
|
- |
5.61K+ 5.26% |
$87.6K - $112K
|
112K
$2.36M
|
|
|
Nov 14, 2024
Q3 2024
|
North Reef Capital Management LP
Laguna Beach, CA |
BUY
|
- |
4.89K+ 1.64% |
$76.3K - $98K
|
303K
$6.39M
|
|
|
Nov 14, 2024
Q3 2024
|
Bridgeway Capital Management, LLC
Houston, TX |
BUY
|
- |
4.78K+ 11.34% |
$74.6K - $95.7K
|
46.9K
$988K
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
BUY
|
- |
4.12K+ 216.44% |
$64.3K - $82.5K
|
6.03K
$127K
|
|
|
Nov 13, 2024
Q3 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
2.93K+ 41.58% |
$45.7K - $58.6K
|
9.96K
$210K
|
|
|
Nov 12, 2024
Q3 2024
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
2.66K+ 1.55% |
$41.5K - $53.3K
|
175K
$3.67M
|
|
|
Nov 12, 2024
Q3 2024
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
1.82K+ 47.14% |
$28.5K - $36.5K
|
5.69K
$120K
|
|
|
Nov 12, 2024
Q3 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
1.59K+ 7.59% |
$24.9K - $31.9K
|
22.6K
$475K
|
|
|
Nov 14, 2024
Q3 2024
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
1.56K+ 12.57% |
$24.3K - $31.1K
|
13.9K
$293K
|
|
|
Nov 14, 2024
Q3 2024
|
Elco Management Co., LLC
New York, NY |
BUY
|
- |
1.38K+ 12.07% |
$21.5K - $27.6K
|
12.8K
$269K
|
|
|
Nov 14, 2024
Q3 2024
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
BUY
|
- |
1.08K+ 33.31% |
$16.9K - $21.7K
|
4.34K
$91.3K
|
|
|
Nov 06, 2024
Q3 2024
|
Empowered Funds, LLC
|
BUY
|
- |
1.07K+ 5.16% |
$16.7K - $21.5K
|
21.9K
$460K
|
|
|
Nov 14, 2024
Q3 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
810+ 2.96% |
$12.6K - $16.2K
|
28.1K
$593K
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
200New |
$3.12K - $4.01K
|
200
$4.21K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
109+ 838.46% |
$1.7K - $2.18K
|
122
$2.57K
|
|
|
Nov 13, 2024
Q3 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
84New |
$1.31K - $1.68K
|
84
$1.77K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
73New |
$1.14K - $1.46K
|
73
$1.54K
|
|
|
Oct 29, 2024
Q3 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
67New |
$1.05K - $1.34K
|
67
$1.41K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
64+ 0.87% |
$999 - $1.28K
|
7.42K
$156K
|
|
|
Nov 12, 2024
Q3 2024
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
20New |
$312 - $401
|
20
$421
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-62- 1.28% |
$968 - $1.24K
|
4.78K
$101K
|
|
|
Nov 12, 2024
Q3 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-416- 3.48% |
$6.49K - $8.33K
|
11.5K
$243K
|
|
|
Nov 12, 2024
Q3 2024
|
Tieton Capital Management, LLC
Yakima, WA |
SELL
|
- |
-615- 0.41% |
$9.6K - $12.3K
|
151K
$3.17M
|
|
|
Nov 13, 2024
Q3 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-770- 1.17% |
$12K - $15.4K
|
65K
$1.37M
|
|
|
Oct 28, 2024
Q3 2024
|
New York State Common Retirement Fund
|
SELL
|
- |
-1K- 17.96% |
$15.6K - $20K
|
4.57K
$96.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.58K- 12.82% |
$24.7K - $31.7K
|
10.8K
$227K
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-1.65K- 9.53% |
$25.7K - $32.9K
|
15.6K
$329K
|
|
|
Nov 01, 2024
Q3 2024
|
Strs Ohio
|
SELL
|
- |
-2K- 7.02% |
$31.2K - $40.1K
|
26.5K
$558K
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-2.05K- 84.87% |
$32K - $41K
|
365
$7.68K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-4.58K- 54.33% |
$71.4K - $91.7K
|
3.85K
$81K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-19.5K- 49.59% |
$305K - $391K
|
19.9K
$418K
|
|
|
Nov 04, 2024
Q3 2024
|
Diamond Hill Capital Management Inc
Columbus, OH |
SELL
|
- |
-20.2K- 12.48% |
$315K - $404K
|
141K
$2.98M
|
|
|
Nov 14, 2024
Q3 2024
|
Banc Funds CO LLC
Chicago, IL |
SELL
|
- |
-32.7K- 4.33% |
$510K - $655K
|
722K
$15.2M
|