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First Western Financial (MYFW) Institutional Ownership

First Western Financial logo
$17.68 +0.09 (+0.51%)
As of 01/17/2025 04:00 PM Eastern
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Institutional Ownership Changes (13F Filings) for First Western Financial (NASDAQ:MYFW)

Current
Institutional Ownership
Percentage
60.26%
Number of
Institutional Buyers
(last 12 months)
20
Total
Institutional Inflows
(last 12 months)
$8.74M
Number of
Institutional Sellers
(last 12 months)
7
Total
Institutional Outflows
(last 12 months)
$2.86M
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MYFW Institutional Buying and Selling by Quarter

First Western Financial Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
12/26/2024JPMorgan Chase & Co.13,674$273K0.0%+284.0%0.141%
11/19/2024Barclays PLC17,583$353K0.0%+112.5%0.182%
11/16/2024Geode Capital Management LLC174,570$3.49M0.0%+1.5%1.806%
11/15/2024Barclays PLC17,583$353K0.0%+112.5%0.182%
11/15/2024State Street Corp112,268$2.25M0.0%+5.3%1.162%
11/15/2024Stifel Financial Corp19,853$397K0.0%-49.6%0.205%
11/15/2024Jacobs Asset Management LLC208,114$4.16M2.8%+31.4%2.153%
11/15/2024Banc Funds Co. LLC722,320$14.45M1.6%-4.3%7.474%
11/14/2024Wasatch Advisors LP446,009$8.92M0.0%+22.5%4.617%
11/13/2024FMR LLC3,117$62K0.0%+347.2%0.032%
11/12/2024Tieton Capital Management LLC150,790$3.02M1.6%-0.4%1.561%
11/12/2024Charles Schwab Investment Management Inc.22,554$451K0.0%+7.6%0.233%
11/7/2024First Western Trust Bank120,157$2.40M0.1%+6.2%1.243%
11/6/2024Empowered Funds LLC21,859$437K0.0%+5.2%0.226%
11/6/2024Curi RMB Capital LLC89,374$1.79M0.0%+25.1%0.925%
11/4/2024Diamond Hill Capital Management Inc.141,416$2.83M0.0%-12.5%1.464%
10/28/2024Sippican Capital Advisors13,600$272K0.2%N/A0.141%
8/30/2024Mendon Capital Advisors Corp71,415$1.21M1.0%+128.3%0.742%
8/15/2024ELCO Management Co. LLC11,414$194K0.1%N/A0.119%
8/12/2024Hsbc Holdings PLC12,368$210K0.0%N/A0.129%
8/9/2024Dimensional Fund Advisors LP159,563$2.71M0.0%+7.5%1.658%
8/9/2024Diamond Hill Capital Management Inc.161,588$2.75M0.0%-4.0%1.680%
8/8/2024Strategic Value Bank Partners LLC249,226$4.24M2.8%+12.9%2.590%
8/5/2024First Western Trust Bank113,194$1.92M0.1%-6.5%1.177%
5/16/2024Kennedy Capital Management LLC246,196$3.59M0.1%-18.7%2.559%
5/10/2024Vanguard Group Inc.369,313$5.39M0.0%+1.2%3.883%
5/7/2024Empowered Funds LLC22,304$325K0.0%+7.6%0.235%
5/1/2024BNP Paribas Financial Markets3,968$58K0.0%+67.5%0.042%
4/23/2024Cherry Creek Investment Advisors Inc.51,939$757K0.4%-10.4%0.540%
4/18/2024Wasatch Advisors LP363,990$5.31M0.0%+14.5%3.784%
2/23/2024Mendon Capital Advisors Corp57,063$1.13M0.5%N/A0.597%
2/14/2024Wasatch Advisors LP317,818$6.30M0.0%+10.0%3.324%
2/9/2024Tieton Capital Management LLC152,760$3.03M1.7%-0.6%1.598%
2/7/2024First Western Trust Bank121,120$2.40M0.1%-7.4%1.267%
1/30/2024Strs Ohio12,100$239K0.0%N/A0.127%
1/26/2024Cherry Creek Investment Advisors Inc.57,939$1.15M0.7%-2.5%0.606%
11/15/2023Kennedy Capital Management LLC311,579$5.66M0.1%+3.6%3.259%
11/13/2023North Reef Capital Management LP464,305$8.43M0.5%+2.5%4.857%
11/2/2023Diamond Hill Capital Management Inc.178,146$3.23M0.0%-2.6%1.865%
11/1/2023Tieton Capital Management LLC153,611$2.79M1.8%-4.8%1.608%
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10/26/2023Punch & Associates Investment Management Inc.286,037$5.19M0.3%+8.5%2.995%
10/13/2023Cherry Creek Investment Advisors Inc.59,440$1.08M0.7%+1.7%0.622%
9/21/2023Barclays PLC3,142$58K0.0%-43.5%0.033%
8/11/2023Banc Funds Co. LLC758,386$14.11M1.7%+4.1%7.941%
8/11/2023First Western Trust Bank130,780$2.43M0.1%+3.2%1.369%
8/8/2023Diamond Hill Capital Management Inc.182,912$3.40M0.0%+53.6%1.915%
8/8/2023Wasatch Advisors LP83,204$1.55M0.0%N/A0.871%
7/27/2023EA Series Trust20,465$381K0.0%N/A0.215%
7/17/2023Mesirow Financial Investment Management Inc.11,554$215K0.9%-12.9%0.121%
7/14/2023Cherry Creek Investment Advisors Inc.58,440$1.09M0.7%+2.6%0.613%
5/15/2023ELCO Management Co. LLC10,046$199K0.1%-13.8%0.105%
5/15/2023North Reef Capital Management LP430,000$8.51M1.0%+4.6%4.508%
5/11/2023Diamond Hill Capital Management Inc.119,046$2.36M0.0%+281.3%1.248%
5/10/2023Tieton Capital Management LLC158,501$3.14M2.2%-9.2%1.661%
5/9/2023Obermeyer Wood Investment Counsel Lllp35,180$697K0.1%-17.1%0.370%
5/1/2023CM Wealth Advisors LLC12,402$209K0.0%N/A0.130%
4/24/2023Cherry Creek Investment Advisors Inc.56,940$1.13M0.8%+1.8%0.599%
2/14/2023Family Management Corp33,912$955K0.2%-11.5%0.357%
2/10/2023First Western Trust Bank126,772$3.57M0.2%-7.3%1.336%
2/10/2023Tieton Capital Management LLC174,641$4.92M3.2%-1.5%1.840%
2/10/2023Gator Capital Management LLC12,466$351K0.3%N/A0.131%
2/8/2023Obermeyer Wood Investment Counsel Lllp42,435$1.20M0.1%-19.7%0.447%
2/1/2023Legato Capital Management LLC7,394$208K0.0%N/A0.078%
11/15/2022Family Management Corp38,336$945K0.2%-2.5%0.404%
11/14/2022Elizabeth Park Capital Advisors Ltd.234,019$5.77M2.6%-9.3%2.465%
11/10/2022North Reef Capital Management LP287,296$7.08M1.8%+502.1%3.027%
11/8/2022Riverwater Partners LLC9,332$230K0.2%-39.3%0.098%
11/4/2022River Oaks Capital LLC32,997$813K0.9%-20.1%0.348%
10/25/2022Raymond James & Associates25,000$616K0.0%-3.3%0.263%
10/24/2022Cherry Creek Investment Advisors Inc.55,940$1.38M1.1%+1.8%0.590%
8/15/2022Basswood Capital Management L.L.C.178,828$4.86M0.3%-65.7%1.885%
8/12/2022Banc Funds Co. LLC728,386$19.81M1.8%-1.6%7.675%
8/12/2022ELCO Management Co. LLC11,604$316K0.3%-33.9%0.122%
8/10/2022Kennedy Capital Management Inc.264,964$7.20M0.2%-20.0%2.799%
8/10/2022Tieton Capital Management LLC177,294$4.82M3.3%-2.1%1.873%
8/10/2022River Oaks Capital LLC41,277$1.12M1.2%-9.3%0.436%
8/5/2022Riverwater Partners LLC15,372$418K0.4%-12.1%0.162%
8/1/2022Victory Capital Management Inc.27,602$750K0.0%-6.0%0.292%
5/17/2022Family Management Corp39,328$1.23M0.3%N/A0.415%
5/13/2022First Western Trust Bank143,487$4.51M0.2%N/A1.515%
5/11/2022Banc Funds Co. LLC740,253$23.14M1.8%+4.2%7.850%
5/11/2022BHZ Capital Management LP13,886$434K0.1%-68.6%0.147%
5/10/2022Tieton Capital Management LLC181,149$5.66M3.1%-0.9%1.921%
5/4/2022Victory Capital Management Inc.29,353$963K0.0%+284.1%0.311%
5/2/2022Mesirow Financial Investment Management Inc.12,892$403K1.4%-28.0%0.137%
4/27/2022Sargent Bickham Lagudis LLC13,924$435K0.0%N/A0.148%
4/22/2022River Oaks Capital LLC45,499$1.42M1.4%-1.1%0.482%
2/15/2022Kennedy Capital Management Inc.365,765$11.11M0.2%-3.5%4.553%
2/10/2022Tieton Capital Management LLC182,884$5.55M3.1%-8.0%2.277%
2/4/2022River Oaks Capital LLC46,000$1.40M1.3%N/A0.573%
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2/3/2022River Oaks Capital LLC1,396,560$1.40M1.3%N/A17.385%
1/31/2022Obermeyer Wood Investment Counsel Lllp102,983$3.13M0.2%-6.0%1.282%
1/31/2022Riverwater Partners LLC17,480$531K0.5%N/A0.218%
11/15/2021Second Curve Capital LLC21,818$629K0.8%N/A0.272%
11/12/2021Banc Funds Co. LLC709,917$20.48M1.6%+4.5%8.838%
11/10/2021Tieton Capital Management LLC198,814$5.74M3.1%+19.0%2.486%
11/10/2021O Shaughnessy Asset Management LLC4,753$137K0.0%-33.9%0.059%
11/9/2021Sawtooth Solutions LLC11,810$341K0.1%N/A0.148%
11/9/2021Mendon Capital Advisors Corp15,941$459K0.2%-5.1%0.199%
11/9/2021Barclays PLC3,905$112K0.0%-16.4%0.049%
(Data available from 1/1/2016 forward)

MYFW Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of MYFW shares?

During the previous two years, 35 institutional investors and hedge funds held shares of First Western Financial. The most heavily invested institutionals were Banc Funds Co. LLC ($14.45M), Wasatch Advisors LP ($8.92M), North Reef Capital Management LP ($8.43M), Vanguard Group Inc. ($5.39M), Punch & Associates Investment Management Inc. ($5.19M), Strategic Value Bank Partners LLC ($4.24M), and Jacobs Asset Management LLC ($4.16M).Learn more on MYFW's institutional investors.

What percentage of First Western Financial stock is owned by institutional investors?

60.26% of First Western Financial stock is owned by institutional investors. Learn more on MYFW's institutional investor holdings.

Which institutional investors have been buying First Western Financial stock?

Of the 30 institutional investors that purchased First Western Financial stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Wasatch Advisors LP ($240.36K), Diamond Hill Capital Management Inc. ($151.69K), Mendon Capital Advisors Corp ($97.20K), Jacobs Asset Management LLC ($49.68K), North Reef Capital Management LP ($30.03K), Banc Funds Co. LLC ($30K), and Strategic Value Bank Partners LLC ($28.56K).

How much institutional buying is happening at First Western Financial?

Institutional investors have bought a total of 856,378 shares in the last 24 months. This purchase volume represents approximately $16.28M in transactions.

Which First Western Financial major shareholders have been selling company stock?

Of the 12 institutional investors that sold First Western Financial stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Kennedy Capital Management LLC ($56.60K), Banc Funds Co. LLC ($32.69K), Diamond Hill Capital Management Inc. ($31.70K), Tieton Capital Management LLC ($27.99K), First Western Trust Bank ($27.57K), Stifel Financial Corp ($19.53K), and Obermeyer Wood Investment Counsel Lllp ($17.64K).

How much institutional selling is happening at First Western Financial?

Institutional investors have sold a total of 231,401 shares in the last 24 months. This volume of shares sold represents approximately $4.43M in transactions.


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This page (NASDAQ:MYFW) was last updated on 1/21/2025 by MarketBeat.com Staff
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