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Bankwell Financial Group (BWFG) Institutional Ownership

Bankwell Financial Group logo
$32.00 +1.39 (+4.54%)
(As of 12/20/2024 05:15 PM ET)

Institutional Ownership Changes (13F Filings) for Bankwell Financial Group (NASDAQ:BWFG)

Current
Institutional Ownership
Percentage
35.80%
Number of
Institutional Buyers
(last 12 months)
16
Total
Institutional Inflows
(last 12 months)
$5.61M
Number of
Institutional Sellers
(last 12 months)
7
Total
Institutional Outflows
(last 12 months)
$1.50M
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BWFG Institutional Buying and Selling by Quarter

Bankwell Financial Group Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
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%
2/6/2024 AJOVista 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%
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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%
1/26/2023 Strs Ohio4,700$138K0.0%N/A0.061%
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%
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%
8/12/2022 Banc Funds Co. LLC273,623$8.50M0.8%-2.5%3.526%
8/11/2022 Trexquant Investment LP16,586$515K0.0%N/A0.214%
8/9/2022 Summit Trail Advisors LLC60,416$1.88M0.1%-14.1%0.779%
8/5/2022 Connor 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%
8/1/2022 US Bancorp DE1,689$52K0.0%-23.9%0.022%
7/12/2022FNY Investment Advisers LLC7,000$217K0.2%+250.0%0.090%
5/12/2022 Acadian Asset Management LLC35,671$1.21M0.0%+8.6%0.460%
5/12/2022 Connor Clark & Lunn Investment Management Ltd.15,826$535K0.0%+29.5%0.204%
5/11/2022 Banc Funds Co. LLC280,623$9.49M0.7%+7.7%3.616%
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%
4/28/2022 Hillsdale Investment Management Inc.26,412$894K0.1%-10.2%0.340%
4/25/2022FNY Investment Advisers LLC2,000$67K0.1%N/A0.026%
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2/11/2022 Summit Trail Advisors LLC76,370$2.51M0.2%-12.6%0.974%
2/11/2022 Renaissance Technologies LLC220,286$7.23M0.0%-0.4%2.809%
2/10/2022 Acadian Asset Management LLC32,849$1.08M0.0%+28.4%0.419%
2/10/2022 Connor Clark & Lunn Investment Management Ltd.12,224$401K0.0%+26.8%0.156%
2/9/2022 Dimensional Fund Advisors LP204,546$6.72M0.0%+2.8%2.608%
2/8/2022 Northern Trust Corp31,396$1.03M0.0%-9.5%0.400%
2/7/2022 American Century Companies Inc.15,264$501K0.0%+37.1%0.195%
2/7/2022BHZ Capital Management LP31,887$1.05M0.4%-2.0%0.407%
2/7/2022 Hillsdale Investment Management Inc.29,412$966K0.1%+1,448.0%0.375%
1/28/2022 LSV Asset Management19,187$630K0.0%N/A0.245%
(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), Kennedy Capital Management LLC ($15.04K), and Barclays PLC ($14.76K).

How much institutional buying is happening at Bankwell Financial Group?

Institutional investors have bought a total of 442,058 shares in the last 24 months. This purchase volume represents approximately $12.16M 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 ($23.46K), 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 95,250 shares in the last 24 months. This volume of shares sold represents approximately $2.50M in transactions.



This page (NASDAQ:BWFG) was last updated on 12/21/2024 by MarketBeat.com Staff
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