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FinWise Bancorp (FINW) Institutional Ownership

FinWise Bancorp logo
$17.68 -0.01 (-0.06%)
(As of 11/15/2024 ET)

Institutional Ownership Changes (13F Filings) for FinWise Bancorp (NASDAQ:FINW)

Current
Institutional Ownership
Percentage
35.41%
Number of
Institutional Buyers
(last 12 months)
10
Total
Institutional Inflows
(last 12 months)
$12.53M
Number of
Institutional Sellers
(last 12 months)
5
Total
Institutional Outflows
(last 12 months)
$3.77M
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FINW Institutional Buying and Selling by Quarter

FinWise Bancorp Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/16/2024 Geode Capital Management LLC91,608$1.43M0.0%+21.7%0.693%
11/15/2024Barclays PLC3,035$47K0.0%N/A0.023%
11/14/2024 Wasatch Advisors LP397,994$6.21M0.0%N/A3.013%
11/6/2024 Empowered Funds LLC21,448$335K0.0%+5.3%0.162%
10/21/2024 Foundations Investment Advisors LLC10,052$157K0.0%-53.5%0.079%
8/9/2024 Renaissance Technologies LLC46,900$479K0.0%-4.9%0.367%
8/9/2024 Dimensional Fund Advisors LP93,853$958K0.0%+25.8%0.734%
8/6/2024 Emerald Mutual Fund Advisers Trust85,424$872K0.0%-11.4%0.668%
8/2/2024 Foundations Investment Advisors LLC21,600$221K0.0%N/A0.169%
5/15/2024 Quadrature Capital Ltd16,311$164K0.0%N/A0.128%
5/10/2024 Vanguard Group Inc.376,802$3.79M0.0%+6.9%2.945%
5/7/2024 Empowered Funds LLC18,936$190K0.0%+8.0%0.148%
4/19/2024Norden Group LLC28,400$285K0.0%+100.0%0.222%
2/14/2024 Basswood Capital Management L.L.C.4,537$65K0.0%-98.1%0.036%
2/9/2024 US Bancorp DE351,048$5.02M0.0%N/A2.811%
2/5/2024Norden Group LLC14,200$203K0.0%-9.5%0.114%
11/13/2023 Siena Capital Partners GP LLC97,436$872K0.3%+195.6%0.766%
10/27/2023 Emerald Mutual Fund Advisers Trust344,137$2.97M0.2%-1.4%2.705%
8/10/2023 Siena Capital Partners GP LLC32,966$295K0.1%N/A0.257%
7/27/2023EA Series Trust14,736$132K0.0%N/A0.115%
5/4/2023 Emerald Mutual Fund Advisers Trust352,664$3.11M0.2%-21.5%2.750%
2/3/2023 Emerald Mutual Fund Advisers Trust449,211$4.16M0.3%-9.4%3.485%
8/15/2022 Basswood Capital Management L.L.C.901,332$8.41M0.5%-9.7%7.048%
8/8/2022 TownSquare Capital LLC12,000$112K0.0%N/A0.094%
7/29/2022 Emerald Mutual Fund Advisers Trust495,675$4.63M0.3%-8.2%3.875%
7/26/2022JCSD Capital LLC17,697$165K0.2%N/A0.138%
5/13/2022 EAM Investors LLC79,619$1.37M0.3%N/A0.623%
5/12/2022 Smith Moore & CO.25,000$429K0.1%+150.0%0.196%
5/11/2022 State of Tennessee Treasury Department8,722$150K0.0%N/A0.068%
5/10/2022 Cornercap Investment Counsel Inc.32,381$555K0.1%N/A0.253%
5/4/2022 Stephens Inc. AR18,600$319K0.0%+23.2%0.145%
4/29/2022 Emerald Mutual Fund Advisers Trust540,128$9.26M0.4%-4.7%4.223%
4/29/2022Full18 Capital LLC103,690$1.94M0.4%N/A0.811%
3/7/2022 Stephens Inc. AR15,100$208K0.0%N/A0.123%
2/16/2022 Wasatch Advisors Inc.526,781$7.26M0.0%N/A4.301%
2/14/2022 Philadelphia Financial Management of San Francisco LLC39,201$541K0.2%N/A0.320%
2/14/2022 Rockefeller Capital Management L.P.30,000$413K0.0%N/A0.245%
2/8/2022 Smith Moore & CO.10,000$138K0.0%N/A0.082%
(Data available from 1/1/2016 forward)

FINW Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of FINW shares?

During the previous two years, 15 institutional investors and hedge funds held shares of FinWise Bancorp. The most heavily invested institutionals were Wasatch Advisors LP ($6.21M), US Bancorp DE ($5.02M), Vanguard Group Inc. ($3.79M), Geode Capital Management LLC ($1.43M), Dimensional Fund Advisors LP ($958K), Emerald Mutual Fund Advisers Trust ($872K), and Siena Capital Partners GP LLC ($872K).Learn more on FINW's institutional investors.

What percentage of FinWise Bancorp stock is owned by institutional investors?

35.41% of FinWise Bancorp stock is owned by institutional investors. Learn more on FINW's institutional investor holdings.

Which institutional investors have been buying FinWise Bancorp stock?

Of the 12 institutional investors that purchased FinWise Bancorp stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Wasatch Advisors LP ($397.99K), US Bancorp DE ($351.05K), Siena Capital Partners GP LLC ($97.44K), Vanguard Group Inc. ($24.46K), Foundations Investment Advisors LLC ($21.60K), Dimensional Fund Advisors LP ($19.24K), and Quadrature Capital Ltd ($16.31K).

How much institutional buying is happening at FinWise Bancorp?

Institutional investors have bought a total of 978,833 shares in the last 24 months. This purchase volume represents approximately $13.52M in transactions.

Which FinWise Bancorp major shareholders have been selling company stock?

The following institutional investors have sold FinWise Bancorp stock in the last 24 months: Basswood Capital Management L.L.C. ($239.61K), Emerald Mutual Fund Advisers Trust ($159.08K), Foundations Investment Advisors LLC ($11.55K), Renaissance Technologies LLC ($2.40K), and Norden Group LLC ($1.50K).

How much institutional selling is happening at FinWise Bancorp?

Institutional investors have sold a total of 414,132 shares in the last 24 months. This volume of shares sold represents approximately $5.09M in transactions.



This page (NASDAQ:FINW) was last updated on 11/17/2024 by MarketBeat.com Staff
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