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Bankwell Financial Group (BWFG) Institutional Ownership

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$29.20 -0.86 (-2.86%)
Closing price 04:00 PM Eastern
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$29.54 +0.34 (+1.16%)
As of 04:01 PM Eastern
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Institutional Ownership Changes (13F Filings) for Bankwell Financial Group (NASDAQ:BWFG)

Current
Institutional Ownership
Percentage
35.80%
Number of
Institutional Buyers
(last 12 months)
23
Total
Institutional Inflows
(last 12 months)
$9.06M
Number of
Institutional Sellers
(last 12 months)
10
Total
Institutional Outflows
(last 12 months)
$2.93M
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BWFG Institutional Buying and Selling by Quarter

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Bankwell Financial Group Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/20/2025 Mackenzie Financial Corp9,024$281K0.0%N/A0.115%
2/17/2025 Northeast Financial Consultants Inc21,903$682K0.0%N/A0.279%
2/17/2025 Deutsche Bank AG3,330$104K0.0%N/A0.042%
2/17/2025 Bridgeway Capital Management LLC54,765$1.71M0.0%+1.7%0.697%
2/17/2025 Citadel Advisors LLC12,356$385K0.0%-39.2%0.157%
2/17/2025 Bank of America Corp DE11,834$369K0.0%+20.0%0.151%
2/17/2025 BNP Paribas Financial Markets1,304$41K0.0%-31.0%0.017%
2/14/2025 Hsbc Holdings PLC7,623$241K0.0%-15.0%0.097%
2/14/2025 Tower Research Capital LLC TRC 1,564$49K0.0%+655.6%0.020%
2/14/2025 Dimensional Fund Advisors LP288,871$9.00M0.0%+2.6%3.675%
2/14/2025 Banc Funds Co. LLC249,423$7.77M0.9%-11.7%3.173%
2/13/2025 Fourthstone LLC105,585$3.29M0.6%+307.5%1.343%
2/13/2025 Barclays PLC21,829$681K0.0%+5.0%0.278%
2/13/2025 Kennedy Capital Management LLC36,312$1.13M0.0%+60.8%0.462%
2/13/2025 LSV Asset Management115,700$3.60M0.0%-6.0%1.472%
2/13/2025 Renaissance Technologies LLC150,248$4.68M0.0%-4.6%1.912%
2/13/2025 Wells Fargo & Company MN11,338$353K0.0%+9.4%0.144%
2/12/2025 Geode Capital Management LLC148,035$4.61M0.0%+0.5%1.883%
2/12/2025 Pacific Ridge Capital Partners LLC174,584$5.44M1.2%+30.2%2.221%
2/12/2025 JPMorgan Chase & Co.23,590$735K0.0%+102.7%0.300%
2/11/2025 GM Advisory Group LLC90,358$2.82M0.2%+0.6%1.150%
2/4/2025 Bank of New York Mellon Corp30,262$943K0.0%+35.4%0.385%
1/29/2025 Summit Trail Advisors LLC25,823$804K0.0%-7.9%0.329%
1/28/2025 Empowered Funds LLC20,560$640K0.0%+4.7%0.262%
1/14/2025 SeaCrest Wealth Management LLC20,041$624K0.1%N/A0.255%
12/26/2024 JPMorgan Chase & Co.11,638$349K0.0%+164.5%0.148%
11/19/2024 Barclays PLC20,781$623K0.0%+47.7%0.264%
11/16/2024 Geode Capital Management LLC147,342$4.41M0.0%+3.8%1.875%
11/15/2024 Barclays PLC20,781$623K0.0%+47.7%0.264%
11/15/2024 State Street Corp78,017$2.34M0.0%+0.6%0.993%
11/14/2024 Fourthstone LLC25,912$776K0.2%N/A0.330%
11/13/2024 BNP Paribas Financial Markets1,890$57K0.0%+60.9%0.024%
11/12/2024 Summit Trail Advisors LLC28,035$840K0.0%-7.0%0.357%
11/12/2024 GM Advisory Group LLC89,807$2.69M0.2%+0.7%1.143%
11/6/2024 Empowered Funds LLC19,642$588K0.0%+5.0%0.250%
10/19/2024 Allspring Global Investments Holdings LLC1,925$58K0.0%-60.5%0.024%
8/16/2024 Pacific Ridge Capital Partners LLC123,020$3.12M0.8%-4.1%1.558%
8/13/2024 Summit Trail Advisors LLC30,158$765K0.0%-8.2%0.382%
8/13/2024 GM Advisory Group LLC89,154$2.26M0.1%+7.7%1.129%
8/9/2024 Renaissance Technologies LLC143,603$3.64M0.0%-7.9%1.818%
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8/9/2024 Dimensional Fund Advisors LP279,867$7.10M0.0%+0.3%3.544%
8/6/2024 LSV Asset Management126,746$3.22M0.0%-1.3%1.604%
8/6/2024 Acadian Asset Management LLC78,329$1.99M0.0%-3.4%0.992%
7/26/2024 Allspring Global Investments Holdings LLC4,875$124K0.0%+42.3%0.062%
7/26/2024 Bank of New York Mellon Corp28,548$724K0.0%+6.2%0.361%
5/10/2024 Vanguard Group Inc.329,246$8.54M0.0%+0.6%4.163%
5/10/2024 GM Advisory Group LLC82,813$2.15M0.2%+0.8%1.047%
5/9/2024 Pacific Ridge Capital Partners LLC128,266$3.33M0.7%-4.9%1.622%
5/7/2024 Empowered Funds LLC17,444$452K0.0%+7.6%0.221%
5/6/2024 LSV Asset Management128,446$3.33M0.0%-0.8%1.624%
5/1/2024 BNP Paribas Financial Markets2,901$75K0.0%+119.9%0.037%
4/23/2024 Summit Trail Advisors LLC32,866$853K0.0%-9.3%0.415%
4/12/2024 Bridge City Capital LLC11,718$304K0.1%+17.9%0.148%
2/15/2024BHZ Capital Management LP28,036$846K0.4%+7.4%0.358%
2/12/2024 GM Advisory Group LLC82,173$2.48M0.2%N/A1.048%
2/12/2024 Pacific Ridge Capital Partners LLC134,940$4.07M0.8%+28.1%1.721%
2/9/2024 Hillsdale Investment Management Inc.3,200$97K0.0%-30.4%0.041%
2/6/2024 Summit Trail Advisors LLC36,218$1.09M0.0%-22.3%0.462%
2/6/2024AJOVista LLC2,230$67K0.1%N/A0.028%
2/6/2024 LSV Asset Management129,446$3.91M0.0%-1.9%1.651%
1/30/2024 Carl P. Sherr & Co. LLC8,000$241K0.1%N/A0.102%
11/15/2023 Kennedy Capital Management LLC15,043$365K0.0%N/A0.192%
11/13/2023 Pacific Ridge Capital Partners LLC105,324$2.56M0.6%+134.6%1.343%
11/7/2023 Barclays PLC9,685$235K0.0%+16.1%0.124%
11/4/2023 LSV Asset Management131,946$3.20M0.0%+9.6%1.685%
10/27/2023 Allspring Global Investments Holdings LLC3,413$83K0.0%-58.2%0.044%
8/11/2023 Banc Funds Co. LLC281,623$6.87M0.8%+1.8%3.592%
8/11/2023 Trexquant Investment LP12,692$309K0.0%+3.0%0.162%
8/11/2023BHZ Capital Management LP30,607$746K0.5%-41.5%0.390%
8/7/2023 Acadian Asset Management LLC81,107$1.98M0.0%-3.3%1.035%
8/2/2023 Bank of Montreal Can25,502$657K0.0%N/A0.325%
8/2/2023 LSV Asset Management120,354$2.93M0.0%+3.4%1.535%
7/27/2023EA Series Trust13,769$336K0.0%N/A0.176%
7/25/2023 Summit Trail Advisors LLC46,918$1.14M0.0%-1.8%0.598%
5/12/2023 SeaCrest Wealth Management LLC17,026$423K0.1%+9.7%0.217%
5/11/2023 Acadian Asset Management LLC83,906$2.08M0.0%+1.8%1.070%
5/4/2023 Summit Trail Advisors LLC47,795$1.19M0.0%-6.6%0.609%
5/2/2023 LSV Asset Management116,446$2.90M0.0%+44.8%1.485%
4/27/2023Benjamin F. Edwards & Company Inc.3,993$99K0.0%N/A0.051%
4/13/2023 Allspring Global Investments Holdings LLC8,539$212K0.0%-10.8%0.109%
3/23/2023 MetLife Investment Management LLC3,003$88K0.0%N/A0.038%
2/13/2023BHZ Capital Management LP47,870$1.41M0.6%+15.7%0.621%
2/13/2023 Banc Funds Co. LLC276,623$8.14M0.7%+1.1%3.588%
2/10/2023 Connor Clark & Lunn Investment Management Ltd.18,909$556K0.0%-20.7%0.245%
2/9/2023 First Trust Advisors LP22,221$654K0.0%+10.5%0.288%
2/8/2023 LSV Asset Management80,434$2.37M0.0%+39.9%1.043%
2/8/2023 Russell Investments Group Ltd.3,391$100K0.0%N/A0.044%
2/7/2023 Summit Trail Advisors LLC51,159$1.51M0.1%-1.2%0.664%
2/1/2023 Bank of Montreal Can19,744$611K0.0%N/A0.256%
1/26/2023Strs Ohio4,700$138K0.0%N/A0.061%
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1/23/2023 Allspring Global Investments Holdings LLC9,574$282K0.0%+441.5%0.124%
11/15/2022 Quadrature Capital Ltd15,283$446K0.0%-39.9%0.198%
11/14/2022 Renaissance Technologies LLC189,303$5.51M0.0%-11.2%2.455%
11/14/2022 Lazard Asset Management LLC2,139$62K0.0%+299.1%0.028%
11/10/2022 Connor Clark & Lunn Investment Management Ltd.23,837$694K0.0%+35.6%0.307%
11/10/2022 Hillsdale Investment Management Inc.21,912$638K0.1%-17.0%0.282%
11/10/2022 Summit Trail Advisors LLC51,795$1.51M0.1%-14.3%0.667%
11/7/2022 LSV Asset Management57,514$1.67M0.0%+28.8%0.741%
10/26/2022 Allspring Global Investments Holdings LLC1,768$51K0.0%N/A0.023%
10/25/2022 Janney Montgomery Scott LLC9,093$265K0.0%N/A0.117%
(Data available from 1/1/2016 forward)

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BWFG Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of BWFG shares?

During the previous two years, 39 institutional investors and hedge funds held shares of Bankwell Financial Group. The most heavily invested institutionals were Dimensional Fund Advisors LP ($9.00M), Vanguard Group Inc. ($8.54M), Banc Funds Co. LLC ($7.77M), Pacific Ridge Capital Partners LLC ($5.44M), Renaissance Technologies LLC ($4.68M), Geode Capital Management LLC ($4.61M), and LSV Asset Management ($3.60M).Learn more on BWFG's institutional investors.

What percentage of Bankwell Financial Group stock is owned by institutional investors?

35.80% of Bankwell Financial Group stock is owned by institutional investors. Learn more on BWFG's institutional investor holdings.

Which institutional investors have been buying Bankwell Financial Group stock?

Of the 34 institutional investors that purchased Bankwell Financial Group stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Pacific Ridge Capital Partners LLC ($130.51K), Fourthstone LLC ($105.59K), GM Advisory Group LLC ($90.36K), LSV Asset Management ($51.51K), Kennedy Capital Management LLC ($28.78K), Bank of Montreal Can ($25.50K), and Northeast Financial Consultants Inc ($21.90K).

How much institutional buying is happening at Bankwell Financial Group?

Institutional investors have bought a total of 602,928 shares in the last 24 months. This purchase volume represents approximately $17.29M in transactions.

Which Bankwell Financial Group major shareholders have been selling company stock?

Of the 12 institutional investors that sold Bankwell Financial Group stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Banc Funds Co. LLC ($33.20K), Summit Trail Advisors LLC ($25.04K), BHZ Capital Management LP ($21.73K), Renaissance Technologies LLC ($19.56K), LSV Asset Management ($12.55K), Pacific Ridge Capital Partners LLC ($11.92K), and Allspring Global Investments Holdings LLC ($8.74K).

How much institutional selling is happening at Bankwell Financial Group?

Institutional investors have sold a total of 149,611 shares in the last 24 months. This volume of shares sold represents approximately $4.21M in transactions.


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This page (NASDAQ:BWFG) was last updated on 3/10/2025 by MarketBeat.com Staff
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