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First Western Financial (MYFW) Institutional Ownership

First Western Financial logo
$19.70 -0.35 (-1.75%)
(As of 12/20/2024 05:16 PM ET)
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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)
19
Total
Institutional Inflows
(last 12 months)
$8.53M
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
11/19/2024 Barclays PLC17,583$353K0.0%+112.5%0.182%
11/16/2024 Geode Capital Management LLC174,570$3.49M0.0%+1.5%1.806%
11/15/2024 Barclays PLC17,583$353K0.0%+112.5%0.182%
11/15/2024 State Street Corp112,268$2.25M0.0%+5.3%1.162%
11/15/2024 Stifel Financial Corp19,853$397K0.0%-49.6%0.205%
11/15/2024 Jacobs Asset Management LLC208,114$4.16M2.8%+31.4%2.153%
11/15/2024 Banc Funds Co. LLC722,320$14.45M1.6%-4.3%7.474%
11/14/2024 Wasatch Advisors LP446,009$8.92M0.0%+22.5%4.617%
11/13/2024 FMR LLC3,117$62K0.0%+347.2%0.032%
11/12/2024 Tieton Capital Management LLC150,790$3.02M1.6%-0.4%1.561%
11/12/2024 Charles Schwab Investment Management Inc.22,554$451K0.0%+7.6%0.233%
11/7/2024 First Western Trust Bank120,157$2.40M0.1%+6.2%1.243%
11/6/2024 Empowered Funds LLC21,859$437K0.0%+5.2%0.226%
11/6/2024 Curi RMB Capital LLC89,374$1.79M0.0%+25.1%0.925%
11/4/2024 Diamond Hill Capital Management Inc.141,416$2.83M0.0%-12.5%1.464%
10/28/2024 Sippican Capital Advisors13,600$272K0.2%N/A0.141%
8/30/2024 Mendon Capital Advisors Corp71,415$1.21M1.0%+128.3%0.742%
8/15/2024 ELCO Management Co. LLC11,414$194K0.1%N/A0.119%
8/12/2024 Hsbc Holdings PLC12,368$210K0.0%N/A0.129%
8/9/2024 Dimensional Fund Advisors LP159,563$2.71M0.0%+7.5%1.658%
8/9/2024 Diamond Hill Capital Management Inc.161,588$2.75M0.0%-4.0%1.680%
8/8/2024 Strategic Value Bank Partners LLC249,226$4.24M2.8%+12.9%2.590%
8/5/2024 First Western Trust Bank113,194$1.92M0.1%-6.5%1.177%
5/16/2024 Kennedy Capital Management LLC246,196$3.59M0.1%-18.7%2.559%
5/10/2024 Vanguard Group Inc.369,313$5.39M0.0%+1.2%3.883%
5/7/2024 Empowered Funds LLC22,304$325K0.0%+7.6%0.235%
5/1/2024 BNP Paribas Financial Markets3,968$58K0.0%+67.5%0.042%
4/23/2024 Cherry Creek Investment Advisors Inc.51,939$757K0.4%-10.4%0.540%
4/18/2024 Wasatch Advisors LP363,990$5.31M0.0%+14.5%3.784%
2/23/2024 Mendon Capital Advisors Corp57,063$1.13M0.5%N/A0.597%
2/14/2024 Wasatch Advisors LP317,818$6.30M0.0%+10.0%3.324%
2/9/2024 Tieton Capital Management LLC152,760$3.03M1.7%-0.6%1.598%
2/7/2024 First Western Trust Bank121,120$2.40M0.1%-7.4%1.267%
1/30/2024 Strs Ohio12,100$239K0.0%N/A0.127%
1/26/2024 Cherry Creek Investment Advisors Inc.57,939$1.15M0.7%-2.5%0.606%
11/15/2023 Kennedy Capital Management LLC311,579$5.66M0.1%+3.6%3.259%
11/13/2023 North Reef Capital Management LP464,305$8.43M0.5%+2.5%4.857%
11/2/2023 Diamond Hill Capital Management Inc.178,146$3.23M0.0%-2.6%1.865%
11/1/2023 Tieton Capital Management LLC153,611$2.79M1.8%-4.8%1.608%
10/26/2023 Punch & Associates Investment Management Inc.286,037$5.19M0.3%+8.5%2.995%
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10/13/2023 Cherry Creek Investment Advisors Inc.59,440$1.08M0.7%+1.7%0.622%
9/21/2023 Barclays PLC3,142$58K0.0%-43.5%0.033%
8/11/2023 Banc Funds Co. LLC758,386$14.11M1.7%+4.1%7.941%
8/11/2023 First Western Trust Bank130,780$2.43M0.1%+3.2%1.369%
8/8/2023 Diamond Hill Capital Management Inc.182,912$3.40M0.0%+53.6%1.915%
8/8/2023 Wasatch Advisors LP83,204$1.55M0.0%N/A0.871%
7/27/2023EA Series Trust20,465$381K0.0%N/A0.215%
7/17/2023 Mesirow Financial Investment Management Inc.11,554$215K0.9%-12.9%0.121%
7/14/2023 Cherry Creek Investment Advisors Inc.58,440$1.09M0.7%+2.6%0.613%
5/15/2023 ELCO Management Co. LLC10,046$199K0.1%-13.8%0.105%
5/15/2023 North Reef Capital Management LP430,000$8.51M1.0%+4.6%4.508%
5/11/2023 Diamond Hill Capital Management Inc.119,046$2.36M0.0%+281.3%1.248%
5/10/2023 Tieton Capital Management LLC158,501$3.14M2.2%-9.2%1.661%
5/9/2023 Obermeyer Wood Investment Counsel Lllp35,180$697K0.1%-17.1%0.370%
5/1/2023 CM Wealth Advisors LLC12,402$209K0.0%N/A0.130%
4/24/2023 Cherry Creek Investment Advisors Inc.56,940$1.13M0.8%+1.8%0.599%
2/14/2023 Family Management Corp33,912$955K0.2%-11.5%0.357%
2/10/2023 First Western Trust Bank126,772$3.57M0.2%-7.3%1.336%
2/10/2023 Tieton Capital Management LLC174,641$4.92M3.2%-1.5%1.840%
2/10/2023 Gator Capital Management LLC12,466$351K0.3%N/A0.131%
2/8/2023 Obermeyer Wood Investment Counsel Lllp42,435$1.20M0.1%-19.7%0.447%
2/1/2023 Legato Capital Management LLC7,394$208K0.0%N/A0.078%
11/15/2022 Family Management Corp38,336$945K0.2%-2.5%0.404%
11/14/2022 Elizabeth Park Capital Advisors Ltd.234,019$5.77M2.6%-9.3%2.465%
11/10/2022 North Reef Capital Management LP287,296$7.08M1.8%+502.1%3.027%
11/8/2022 Riverwater 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%
10/24/2022 Cherry Creek Investment Advisors Inc.55,940$1.38M1.1%+1.8%0.590%
8/15/2022 Basswood Capital Management L.L.C.178,828$4.86M0.3%-65.7%1.885%
8/12/2022 Banc Funds Co. LLC728,386$19.81M1.8%-1.6%7.675%
8/12/2022 ELCO Management Co. LLC11,604$316K0.3%-33.9%0.122%
8/10/2022 Kennedy Capital Management Inc.264,964$7.20M0.2%-20.0%2.799%
8/10/2022 Tieton 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%
8/5/2022 Riverwater Partners LLC15,372$418K0.4%-12.1%0.162%
8/1/2022 Victory Capital Management Inc.27,602$750K0.0%-6.0%0.292%
5/17/2022 Family Management Corp39,328$1.23M0.3%N/A0.415%
5/13/2022 First Western Trust Bank143,487$4.51M0.2%N/A1.515%
5/11/2022 Banc Funds Co. LLC740,253$23.14M1.8%+4.2%7.850%
5/11/2022BHZ Capital Management LP13,886$434K0.1%-68.6%0.147%
5/10/2022 Tieton Capital Management LLC181,149$5.66M3.1%-0.9%1.921%
5/4/2022 Victory Capital Management Inc.29,353$963K0.0%+284.1%0.311%
5/2/2022 Mesirow 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%
2/15/2022 Kennedy Capital Management Inc.365,765$11.11M0.2%-3.5%4.553%
2/10/2022 Tieton Capital Management LLC182,884$5.55M3.1%-8.0%2.277%
2/4/2022River Oaks Capital LLC46,000$1.40M1.3%N/A0.573%
2/3/2022River Oaks Capital LLC1,396,560$1.40M1.3%N/A17.385%
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Today, I have another controversial prediction. One which I will take no pleasure in seeing come true. See, even with President Trump returning as the leader of our free country, I believe Elon Musk is in mortal danger.

I share with you in this special investigative documentary.
1/31/2022 Obermeyer Wood Investment Counsel Lllp102,983$3.13M0.2%-6.0%1.282%
1/31/2022 Riverwater Partners LLC17,480$531K0.5%N/A0.218%
11/15/2021Second Curve Capital LLC21,818$629K0.8%N/A0.272%
11/12/2021 Banc Funds Co. LLC709,917$20.48M1.6%+4.5%8.838%
11/10/2021 Tieton Capital Management LLC198,814$5.74M3.1%+19.0%2.486%
11/10/2021 O Shaughnessy Asset Management LLC4,753$137K0.0%-33.9%0.059%
11/9/2021Sawtooth Solutions LLC11,810$341K0.1%N/A0.148%
11/9/2021 Mendon Capital Advisors Corp15,941$459K0.2%-5.1%0.199%
11/9/2021 Barclays PLC3,905$112K0.0%-16.4%0.049%
11/9/2021BlackRock Inc.28,308$816K0.0%-17.6%0.354%
(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, 34 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 29 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 846,265 shares in the last 24 months. This purchase volume represents approximately $16.08M 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 12/21/2024 by MarketBeat.com Staff
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