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Bankwell Financial Group (BWFG) Institutional Ownership

Bankwell Financial Group logo
$31.18 -0.47 (-1.48%)
Closing price 01/31/2025 04:00 PM Eastern
Extended Trading
$31.16 -0.02 (-0.05%)
As of 01/31/2025 04:01 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
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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)
17
Total
Institutional Inflows
(last 12 months)
$6.24M
Number of
Institutional Sellers
(last 12 months)
7
Total
Institutional Outflows
(last 12 months)
$1.57M
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BWFG Institutional Buying and Selling by Quarter

Bankwell Financial Group Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
12/26/2024JPMorgan Chase & Co.11,638$349K0.0%+164.5%0.148%
11/19/2024Barclays PLC20,781$623K0.0%+47.7%0.264%
11/16/2024Geode Capital Management LLC147,342$4.41M0.0%+3.8%1.875%
11/15/2024Barclays PLC20,781$623K0.0%+47.7%0.264%
11/15/2024State Street Corp78,017$2.34M0.0%+0.6%0.993%
11/14/2024Fourthstone LLC25,912$776K0.2%N/A0.330%
11/13/2024BNP Paribas Financial Markets1,890$57K0.0%+60.9%0.024%
11/12/2024 Summit Trail Advisors LLC28,035$840K0.0%-7.0%0.357%
11/12/2024GM 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%
8/16/2024Pacific 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%
8/13/2024GM Advisory Group LLC89,154$2.26M0.1%+7.7%1.129%
8/9/2024Renaissance Technologies LLC143,603$3.64M0.0%-7.9%1.818%
8/9/2024Dimensional Fund Advisors LP279,867$7.10M0.0%+0.3%3.544%
8/6/2024LSV Asset Management126,746$3.22M0.0%-1.3%1.604%
8/6/2024Acadian 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%
7/26/2024Bank of New York Mellon Corp28,548$724K0.0%+6.2%0.361%
5/10/2024Vanguard Group Inc.329,246$8.54M0.0%+0.6%4.163%
5/10/2024GM Advisory Group LLC82,813$2.15M0.2%+0.8%1.047%
5/9/2024Pacific 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%
5/6/2024LSV Asset Management128,446$3.33M0.0%-0.8%1.624%
5/1/2024BNP Paribas Financial Markets2,901$75K0.0%+119.9%0.037%
4/23/2024 Summit Trail Advisors LLC32,866$853K0.0%-9.3%0.415%
4/12/2024Bridge City Capital LLC11,718$304K0.1%+17.9%0.148%
2/15/2024BHZ Capital Management LP28,036$846K0.4%+7.4%0.358%
2/12/2024GM Advisory Group LLC82,173$2.48M0.2%N/A1.048%
2/12/2024Pacific Ridge Capital Partners LLC134,940$4.07M0.8%+28.1%1.721%
2/9/2024Hillsdale 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%
2/6/2024LSV Asset Management129,446$3.91M0.0%-1.9%1.651%
1/30/2024Carl P. Sherr & Co. LLC8,000$241K0.1%N/A0.102%
11/15/2023Kennedy Capital Management LLC15,043$365K0.0%N/A0.192%
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11/13/2023Pacific Ridge Capital Partners LLC105,324$2.56M0.6%+134.6%1.343%
11/7/2023Barclays PLC9,685$235K0.0%+16.1%0.124%
11/4/2023LSV 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%
8/11/2023Banc Funds Co. LLC281,623$6.87M0.8%+1.8%3.592%
8/11/2023Trexquant Investment LP12,692$309K0.0%+3.0%0.162%
8/11/2023BHZ Capital Management LP30,607$746K0.5%-41.5%0.390%
8/7/2023Acadian Asset Management LLC81,107$1.98M0.0%-3.3%1.035%
8/2/2023Bank of Montreal Can25,502$657K0.0%N/A0.325%
8/2/2023LSV 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%
5/11/2023Acadian 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%
5/2/2023LSV 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%
3/23/2023MetLife Investment Management LLC3,003$88K0.0%N/A0.038%
2/13/2023BHZ Capital Management LP47,870$1.41M0.6%+15.7%0.621%
2/13/2023Banc Funds Co. LLC276,623$8.14M0.7%+1.1%3.588%
2/10/2023Connor Clark & Lunn Investment Management Ltd.18,909$556K0.0%-20.7%0.245%
2/9/2023First Trust Advisors LP22,221$654K0.0%+10.5%0.288%
2/8/2023LSV Asset Management80,434$2.37M0.0%+39.9%1.043%
2/8/2023Russell 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%
2/1/2023Bank of Montreal Can19,744$611K0.0%N/A0.256%
1/26/2023Strs Ohio4,700$138K0.0%N/A0.061%
1/23/2023 Allspring Global Investments Holdings LLC9,574$282K0.0%+441.5%0.124%
11/15/2022Quadrature Capital Ltd15,283$446K0.0%-39.9%0.198%
11/14/2022Renaissance Technologies LLC189,303$5.51M0.0%-11.2%2.455%
11/14/2022Lazard Asset Management LLC2,139$62K0.0%+299.1%0.028%
11/10/2022Connor Clark & Lunn Investment Management Ltd.23,837$694K0.0%+35.6%0.307%
11/10/2022Hillsdale 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%
11/7/2022LSV 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%
10/25/2022Eidelman Virant Capital20,000$589K0.4%N/A0.258%
10/25/2022Raymond James Financial Services Advisors Inc.7,665$223K0.0%+5.3%0.099%
8/12/2022Banc Funds Co. LLC273,623$8.50M0.8%-2.5%3.526%
8/11/2022Trexquant Investment LP16,586$515K0.0%N/A0.214%
8/9/2022 Summit Trail Advisors LLC60,416$1.88M0.1%-14.1%0.779%
8/5/2022Connor Clark & Lunn Investment Management Ltd.17,585$546K0.0%+11.1%0.227%
8/5/2022 Better Money Decisions LLC1,093$34K0.0%N/A0.014%
8/1/2022US Bancorp DE1,689$52K0.0%-23.9%0.022%
7/12/2022 FNY Investment Advisers LLC7,000$217K0.2%+250.0%0.090%
5/12/2022Acadian Asset Management LLC35,671$1.21M0.0%+8.6%0.460%
5/12/2022Connor Clark & Lunn Investment Management Ltd.15,826$535K0.0%+29.5%0.204%
5/11/2022Banc Funds Co. LLC280,623$9.49M0.7%+7.7%3.616%
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5/11/2022BHZ Capital Management LP32,242$1.09M0.4%+1.1%0.415%
5/3/2022 Bourgeon Capital Management LLC7,710$261K0.1%-11.2%0.099%
4/28/2022Hillsdale Investment Management Inc.26,412$894K0.1%-10.2%0.340%
4/25/2022 FNY Investment Advisers LLC2,000$67K0.1%N/A0.026%
2/11/2022 Summit Trail Advisors LLC76,370$2.51M0.2%-12.6%0.974%
2/11/2022Renaissance Technologies LLC220,286$7.23M0.0%-0.4%2.809%
2/10/2022Acadian Asset Management LLC32,849$1.08M0.0%+28.4%0.419%
2/10/2022Connor Clark & Lunn Investment Management Ltd.12,224$401K0.0%+26.8%0.156%
2/9/2022Dimensional Fund Advisors LP204,546$6.72M0.0%+2.8%2.608%
2/8/2022Northern Trust Corp31,396$1.03M0.0%-9.5%0.400%
(Data available from 1/1/2016 forward)

BWFG Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of BWFG shares?

During the previous two years, 33 institutional investors and hedge funds held shares of Bankwell Financial Group. The most heavily invested institutionals were Vanguard Group Inc. ($8.54M), Dimensional Fund Advisors LP ($7.10M), Banc Funds Co. LLC ($6.87M), Geode Capital Management LLC ($4.41M), Renaissance Technologies LLC ($3.64M), LSV Asset Management ($3.22M), and Pacific Ridge Capital Partners LLC ($3.12M).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 29 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 ($90.05K), GM Advisory Group LLC ($89.81K), LSV Asset Management ($74.43K), Bank of Montreal Can ($45.25K), Fourthstone LLC ($25.91K), SeaCrest Wealth Management LLC ($21.54K), and Kennedy Capital Management LLC ($15.04K).

How much institutional buying is happening at Bankwell Financial Group?

Institutional investors have bought a total of 457,749 shares in the last 24 months. This purchase volume represents approximately $12.66M in transactions.

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

Of the 9 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: Summit Trail Advisors LLC ($25.67K), BHZ Capital Management LP ($21.73K), Renaissance Technologies LLC ($12.30K), Pacific Ridge Capital Partners LLC ($11.92K), Allspring Global Investments Holdings LLC ($8.74K), Acadian Asset Management LLC ($5.58K), and LSV Asset Management ($5.20K).

How much institutional selling is happening at Bankwell Financial Group?

Institutional investors have sold a total of 97,462 shares in the last 24 months. This volume of shares sold represents approximately $2.57M in transactions.


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This page (NASDAQ:BWFG) was last updated on 2/1/2025 by MarketBeat.com Staff
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