Purchases and Sales Made in Q4 2023 in First Western Financial Inc (MYFW)
This table provides information about the institutional ownership of First Western Financial Inc (MYFW) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 15, 2024
Q4 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
267KNew |
$3.52M - $5.6M
|
267K
$5.47M
|
|
|
Feb 13, 2024
Q4 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
48.1K+ 9.88% |
$634K - $1.01M
|
534K
$10.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Family Management Corp
New York, NY |
BUY
|
- |
30.5KNew |
$402K - $640K
|
30.5K
$624K
|
|
|
Feb 14, 2024
Q4 2023
|
Wasatch Advisors Inc
Salt Lake City, UT |
BUY
|
- |
29K+ 10.03% |
$382K - $607K
|
318K
$6.5M
|
|
|
Feb 23, 2024
Q4 2023
|
Mendon Capital Advisors Corp
Rochester, NY |
BUY
|
- |
21.1K+ 58.77% |
$278K - $443K
|
57.1K
$1.17M
|
|
|
Feb 14, 2024
Q4 2023
|
Rmb Capital Management, LLC
|
BUY
|
- |
19.7KNew |
$260K - $414K
|
19.7K
$403K
|
|
|
Feb 07, 2024
Q4 2023
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
16.3K+ 12.79% |
$215K - $342K
|
144K
$2.94M
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
16.1KNew |
$212K - $337K
|
16.1K
$329K
|
|
|
Feb 13, 2024
Q4 2023
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
13.5K+ 9.12% |
$177K - $282K
|
161K
$3.29M
|
|
|
Jan 30, 2024
Q4 2023
|
Strs Ohio
|
BUY
|
- |
12.1KNew |
$159K - $254K
|
12.1K
$247K
|
|
|
Feb 15, 2024
Q4 2023
|
Barclays PLC
London, X0 |
BUY
|
- |
10.6K+ 371.05% |
$140K - $222K
|
13.5K
$275K
|
|
|
Feb 14, 2024
Q4 2023
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
10.6K+ 3.26% |
$139K - $221K
|
335K
$6.84M
|
|
|
Feb 14, 2024
Q4 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
7.9K+ 2.21% |
$104K - $166K
|
365K
$7.46M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
7.58K+ 95.36% |
$99.9K - $159K
|
15.5K
$317K
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
7.5K+ 93.41% |
$98.9K - $157K
|
15.5K
$317K
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
6.76K+ 80.36% |
$89.1K - $142K
|
15.2K
$310K
|
|
|
Feb 14, 2024
Q4 2023
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
4.38K+ 20.75% |
$57.8K - $91.9K
|
25.5K
$521K
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
3.43K+ 76.84% |
$45.2K - $71.9K
|
7.89K
$161K
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
3.4K+ 64.41% |
$44.9K - $71.3K
|
8.69K
$178K
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
BUY
|
- |
1.09K+ 686.16% |
$14.4K - $22.9K
|
1.25K
$25.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
999+ 12.57% |
$13.2K - $20.9K
|
8.95K
$183K
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
488+ 13.64% |
$6.43K - $10.2K
|
4.07K
$83.1K
|
|
|
Feb 05, 2024
Q4 2023
|
Russell Investments Group, Ltd.
|
BUY
|
- |
189New |
$2.49K - $3.96K
|
189
$3.86K
|
|
|
Feb 13, 2024
Q4 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
169+ 0.27% |
$2.23K - $3.54K
|
63.7K
$1.3M
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-1- 2.5% |
$13.2 - $21
|
39
$797
|
|
|
Feb 13, 2024
Q4 2023
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-17- 0.42% |
$224 - $356
|
3.98K
$81.4K
|
|
|
Feb 06, 2024
Q4 2023
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-82- 10.04% |
$1.08K - $1.72K
|
735
$15K
|
|
|
Feb 15, 2024
Q4 2023
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-119- 15.28% |
$1.57K - $2.49K
|
660
$13.5K
|
|
|
Feb 08, 2024
Q4 2023
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-230- 1.88% |
$3.03K - $4.82K
|
12K
$246K
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-329- 38.66% |
$4.34K - $6.9K
|
522
$10.7K
|
|
|
Feb 13, 2024
Q4 2023
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-450- 25.44% |
$5.93K - $9.43K
|
1.32K
$27K
|
|
|
Feb 14, 2024
Q4 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-569- 7.98% |
$7.5K - $11.9K
|
6.56K
$134K
|
|
|
Feb 09, 2024
Q4 2023
|
Tieton Capital Management, LLC
Yakima, WA |
SELL
|
- |
-851- 0.55% |
$11.2K - $17.8K
|
153K
$3.12M
|
|
|
Feb 14, 2024
Q4 2023
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
SELL
|
- |
-1.4K- 11.67% |
$18.5K - $29.3K
|
10.6K
$217K
|
|
|
Feb 06, 2024
Q4 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-1.43K- 6.4% |
$18.9K - $30.1K
|
21K
$428K
|
|
|
Jan 26, 2024
Q4 2023
|
Cherry Creek Investment Advisors, Inc.
|
SELL
|
- |
-1.5K- 2.53% |
$19.8K - $31.5K
|
57.9K
$1.18M
|
|
|
Feb 13, 2024
Q4 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-3.7K- 26.81% |
$48.8K - $77.6K
|
10.1K
$206K
|
|
|
Feb 14, 2024
Q4 2023
|
Kennedy Capital Management, Inc.
St Louis, MO |
SELL
|
- |
-8.78K- 2.82% |
$116K - $184K
|
303K
$6.19M
|
|
|
Feb 14, 2024
Q4 2023
|
State Street Corp
Boston, MA |
SELL
|
- |
-9.05K- 7.77% |
$119K - $190K
|
107K
$2.2M
|
|
|
Feb 07, 2024
Q4 2023
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-9.66K- 7.39% |
$127K - $202K
|
121K
$2.48M
|
|
|
Feb 05, 2024
Q4 2023
|
Diamond Hill Capital Management Inc
Columbus, OH |
SELL
|
- |
-16.3K- 9.17% |
$215K - $342K
|
162K
$3.31M
|
|
|
Feb 14, 2024
Q4 2023
|
Bridgeway Capital Management, LLC
Houston, TX |
SELL
|
- |
-18.3K- 17.53% |
$241K - $383K
|
86K
$1.76M
|
|
|
Feb 14, 2024
Q4 2023
|
North Reef Capital Management LP
Laguna Beach, CA |
SELL
|
- |
-20.8K- 4.48% |
$274K - $436K
|
443K
$9.06M
|