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 75 institutions that hold shares in the stock, with a total of 3.53 Million shares, which have been reported (via 13F filing form) to have a value of $93.5 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wellington Management Group LLP
Boston, MA |
May 13, 2025 Q1 2025 |
630,867
shares
|
$16.7 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
551,738
shares
|
$14.6 Million
0.0% of portfolio
|
Q2 2024
Added 1.63%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
May 09, 2025 Q1 2025 |
440,887
shares
|
$11.7 Million
0.0% of portfolio
|
Q1 2025
Added 13.89%
|
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
424,801
shares
|
$11.2 Million
16.85% of portfolio
|
Q1 2024
Reduced 0.09%
|
|
|
Geode Capital Management, LLC
Boston, MA |
May 13, 2025 Q1 2025 |
195,620
shares
|
$5.18 Million
0.0% of portfolio
|
Q1 2025
Added 17.52%
|
|
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
May 15, 2025 Q1 2025 |
177,783
shares
|
$4.7 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.07%
|
|
|
Dimensional Fund Advisors LP
Austin, TX |
May 13, 2025 Q1 2025 |
113,207
shares
|
$3 Million
0.0% of portfolio
|
Q1 2025
Added 6.01%
|
|
|
State Street Corp
Boston, MA |
May 15, 2025 Q1 2025 |
104,175
shares
|
$2.76 Million
0.0% of portfolio
|
Q1 2025
Added 5.25%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
74,011
shares
|
$1.96 Million
0.0% of portfolio
|
Q1 2025
Added 44.42%
|
|
|
Northern Trust Corp
Chicago, IL |
May 13, 2025 Q1 2025 |
72,088
shares
|
$1.91 Million
0.0% of portfolio
|
Q1 2025
Added 8.98%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
61,139
shares
|
$1.62 Million
0.0% of portfolio
|
Q1 2025
Reduced 18.56%
|
|
|
Jacobs Asset Management, LLC
New York, NY |
May 14, 2025 Q1 2025 |
60,000
shares
|
$1.59 Million
1.03% of portfolio
|
Q1 2025
Reduced 2.32%
|
|
|
Ejf Capital LLC
Arlington, VA |
May 15, 2025 Q1 2025 |
52,877
shares
|
$1.4 Million
0.89% of portfolio
|
Q1 2025
Reduced 32.27%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
48,287
shares
|
$1.28 Million
0.0% of portfolio
|
Q3 2024
Added 0.57%
|
|
|
Emerald Mutual Fund Advisers Trust
|
May 01, 2025 Q1 2025 |
47,500
shares
|
$1.26 Million
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
May 14, 2025 Q1 2025 |
43,375
shares
|
$1.15 Million
0.0% of portfolio
|
Q1 2025
Added 1.17%
|
|
|
Alliancebernstein L.P.
New York, NY |
May 15, 2025 Q1 2025 |
35,058
shares
|
$927,634
0.0% of portfolio
|
Q1 2025
Reduced 54.42%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
25,249
shares
|
$668,088
0.0% of portfolio
|
Q1 2025
Added 0.78%
|
|
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
Apr 14, 2025 Q1 2025 |
23,528
shares
|
$622,550
0.35% of portfolio
|
Q4 2023
New holding
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
May 09, 2025 Q1 2025 |
23,165
shares
|
$612,945
0.0% of portfolio
|
Q1 2025
Added 12.8%
|
|
|
John G Ullman & Associates Inc
|
May 06, 2025 Q1 2025 |
22,200
shares
|
$587,412
0.09% of portfolio
|
Q1 2025
Added 18.09%
|
|
|
Raffles Associates LP
New York, NY |
May 15, 2025 Q1 2025 |
20,000
shares
|
$529,200
0.66% of portfolio
|
Q4 2024
New holding
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
19,868
shares
|
$525,707
0.0% of portfolio
|
Q1 2025
Reduced 23.43%
|
|
|
Strategic Financial Services, Inc,
Utica, NY |
Feb 11, 2025 Q4 2024 |
19,846
shares
|
$525,125
0.03% of portfolio
|
Q4 2024
Reduced 7.04%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
17,776
shares
|
$470,352
0.0% of portfolio
|
Q1 2025
Added 81.68%
|