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Bankwell Financial Group (BWFG) Institutional Ownership

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$29.42 +0.38 (+1.31%)
As of 02:20 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)
$9.20M
Number of
Institutional Sellers
(last 12 months)
12
Total
Institutional Outflows
(last 12 months)
$2.96M
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BWFG Institutional Buying and Selling by Quarter

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Bankwell Financial Group Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/14/2025 Bridge City Capital LLC13,135$396K0.1%-3.3%0.166%
4/11/2025 SeaCrest Wealth Management LLC25,118$758K0.1%+25.3%0.318%
4/8/2025 Rhumbline Advisers8,784$265K0.0%-4.9%0.111%
4/7/2025 GAMMA Investing LLC1,086$36K0.0%+3,002.9%0.014%
2/20/2025Mackenzie Financial Corp9,024$281K0.0%N/A0.115%
2/17/2025Northeast Financial Consultants Inc21,903$682K0.0%N/A0.279%
2/17/2025Deutsche Bank AG3,330$104K0.0%N/A0.042%
2/17/2025Bridgeway Capital Management LLC54,765$1.71M0.0%+1.7%0.697%
2/17/2025Citadel Advisors LLC12,356$385K0.0%-39.2%0.157%
2/17/2025Bank of America Corp DE11,834$369K0.0%+20.0%0.151%
2/17/2025BNP Paribas Financial Markets1,304$41K0.0%-31.0%0.017%
2/14/2025Hsbc Holdings PLC7,623$241K0.0%-15.0%0.097%
2/14/2025Tower Research Capital LLC TRC 1,564$49K0.0%+655.6%0.020%
2/14/2025Dimensional Fund Advisors LP288,871$9.00M0.0%+2.6%3.675%
2/14/2025Banc Funds Co. LLC249,423$7.77M0.9%-11.7%3.173%
2/13/2025Fourthstone LLC105,585$3.29M0.6%+307.5%1.343%
2/13/2025Barclays PLC21,829$681K0.0%+5.0%0.278%
2/13/2025Kennedy Capital Management LLC36,312$1.13M0.0%+60.8%0.462%
2/13/2025LSV Asset Management115,700$3.60M0.0%-6.0%1.472%
2/13/2025Renaissance Technologies LLC150,248$4.68M0.0%-4.6%1.912%
2/13/2025Wells Fargo & Company MN11,338$353K0.0%+9.4%0.144%
2/12/2025Geode Capital Management LLC148,035$4.61M0.0%+0.5%1.883%
2/12/2025Pacific Ridge Capital Partners LLC174,584$5.44M1.2%+30.2%2.221%
2/12/2025JPMorgan Chase & Co.23,590$735K0.0%+102.7%0.300%
2/11/2025GM Advisory Group LLC90,358$2.82M0.2%+0.6%1.150%
2/4/2025Bank of New York Mellon Corp30,262$943K0.0%+35.4%0.385%
1/29/2025Summit Trail Advisors LLC25,823$804K0.0%-7.9%0.329%
1/28/2025Empowered 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%
11/12/2024Summit Trail Advisors LLC28,035$840K0.0%-7.0%0.357%
11/12/2024GM Advisory Group LLC89,807$2.69M0.2%+0.7%1.143%
11/6/2024Empowered Funds LLC19,642$588K0.0%+5.0%0.250%
10/19/2024Allspring Global Investments Holdings LLC1,925$58K0.0%-60.5%0.024%
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8/16/2024Pacific Ridge Capital Partners LLC123,020$3.12M0.8%-4.1%1.558%
8/13/2024Summit 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%
7/26/2024Allspring 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%
5/7/2024Empowered 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%
4/23/2024Summit 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%
2/12/2024GM 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%
2/6/2024Summit 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%
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%
10/27/2023Allspring 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%
7/25/2023Summit 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%
5/4/2023Summit 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%
4/13/2023Allspring 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%
Feds Just Admitted It—They Can Take Your Cash (Ad)

Here’s the cold truth: If your money is sitting idle in a bank account, it’s vulnerable. That’s why thousands of smart, forward-thinking individuals are making the move—out of the system and into real, untouchable assets. Because once your funds are frozen, it’s too late.

👉 Click here to find out how to protect every dollar you’ve earned—before it disappears behind red
2/8/2023Russell Investments Group Ltd.3,391$100K0.0%N/A0.044%
2/7/2023Summit 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%
1/23/2023Allspring 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%
(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, 40 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), SeaCrest Wealth Management LLC ($26.62K), and Bank of Montreal Can ($25.50K).

How much institutional buying is happening at Bankwell Financial Group?

Institutional investors have bought a total of 606,053 shares in the last 24 months. This purchase volume represents approximately $17.38M in transactions.

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

Of the 14 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 Citadel Advisors LLC ($7.98K).

How much institutional selling is happening at Bankwell Financial Group?

Institutional investors have sold a total of 149,469 shares in the last 24 months. This volume of shares sold represents approximately $4.21M in transactions.



This page (NASDAQ:BWFG) was last updated on 4/17/2025 by MarketBeat.com Staff
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