Institutional Ownership Norwood Financial Corp (NWFL)
This table provides information about the institutional ownership of Norwood Financial Corp (NWFL). We have compiled data on the 67 institutions that hold shares in the stock, with a total of 3.51 Million shares, which have been reported (via 13F filing form) to have a value of $89.3 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wellington Management Group LLP
Boston, MA |
Feb 12, 2025 Q4 2024 |
618,052
shares
|
$15.6 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
551,738
shares
|
$13.9 Million
0.0% of portfolio
|
Q2 2024
Added 1.63%
|
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
424,801
shares
|
$10.7 Million
16.85% of portfolio
|
Q1 2024
Reduced 0.09%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Feb 11, 2025 Q4 2024 |
387,100
shares
|
$9.76 Million
0.0% of portfolio
|
Q4 2024
Added 0.16%
|
|
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
177,912
shares
|
$4.49 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Geode Capital Management, LLC
Boston, MA |
Feb 12, 2025 Q4 2024 |
166,450
shares
|
$4.2 Million
0.0% of portfolio
|
Q4 2024
Added 0.49%
|
|
|
Dimensional Fund Advisors LP
Austin, TX |
Feb 13, 2025 Q4 2024 |
106,786
shares
|
$2.69 Million
0.0% of portfolio
|
Q4 2024
Added 2.91%
|
|
|
State Street Corp
Boston, MA |
Feb 14, 2025 Q4 2024 |
98,975
shares
|
$2.5 Million
0.0% of portfolio
|
Q4 2024
Reduced 0.92%
|
|
|
Ejf Capital LLC
Arlington, VA |
Feb 14, 2025 Q4 2024 |
78,075
shares
|
$1.97 Million
1.54% of portfolio
|
Q4 2024
New holding
|
|
|
Alliancebernstein L.P.
New York, NY |
Feb 12, 2025 Q4 2024 |
76,910
shares
|
$1.94 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
75,068
shares
|
$1.89 Million
0.0% of portfolio
|
Q4 2024
Reduced 11.63%
|
|
|
Northern Trust Corp
Chicago, IL |
Feb 14, 2025 Q4 2024 |
66,149
shares
|
$1.67 Million
0.0% of portfolio
|
Q4 2024
Added 7.56%
|
|
|
Jacobs Asset Management, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
61,423
shares
|
$1.55 Million
1.02% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
51,247
shares
|
$1.29 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
48,287
shares
|
$1.22 Million
0.0% of portfolio
|
Q3 2024
Added 0.57%
|
|
|
Emerald Mutual Fund Advisers Trust
|
Feb 14, 2025 Q4 2024 |
47,500
shares
|
$1.2 Million
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Feb 13, 2025 Q4 2024 |
42,875
shares
|
$1.08 Million
0.0% of portfolio
|
Q4 2024
Reduced 2.5%
|
|
|
Code Waechter LLC
Tampa, FL |
Jan 13, 2025 Q4 2024 |
27,864
shares
|
$702,730
0.66% of portfolio
|
Q4 2024
Reduced 5.66%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
26,314
shares
|
$663,639
0.0% of portfolio
|
Q4 2024
Added 89.01%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
25,947
shares
|
$654,383
0.0% of portfolio
|
Q4 2024
Reduced 11.21%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
25,053
shares
|
$631,836
0.0% of portfolio
|
Q4 2024
Reduced 6.99%
|
|
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
Jan 17, 2025 Q4 2024 |
23,528
shares
|
$593,376
0.46% of portfolio
|
Q4 2023
New holding
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
20,751
shares
|
$523,340
0.0% of portfolio
|
Q4 2024
Added 13.37%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Feb 06, 2025 Q4 2024 |
20,537
shares
|
$517,943
0.0% of portfolio
|
Q3 2024
Added 3.01%
|
|
|
Bridgeway Capital Management, LLC
Houston, TX |
Feb 14, 2025 Q4 2024 |
20,509
shares
|
$517,236
0.01% of portfolio
|
Q4 2024
Reduced 27.14%
|