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Norwood Financial (NWFL) Institutional Ownership

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$29.67
+0.34 (+1.16%)
(As of 11/1/2024 ET)

Institutional Ownership Changes (13F Filings) for Norwood Financial (NASDAQ:NWFL)

Current
Institutional Ownership
Percentage
28.08%
Number of
Institutional Buyers
(last 12 months)
11
Total
Institutional Inflows
(last 12 months)
$4.75M
Number of
Institutional Sellers
(last 12 months)
2
Total
Institutional Outflows
(last 12 months)
$739.10K
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NWFL Institutional Buying and Selling by Quarter

Norwood Financial Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/10/2024 Code Waechter LLC29,536$815K0.8%N/A0.365%
8/22/2024Cetera Investment Advisers84,919$2.16M0.0%+258.7%1.049%
8/9/2024Dimensional Fund Advisors LP100,067$2.54M0.0%-2.3%1.236%
7/26/2024Bank of New York Mellon Corp30,657$778K0.0%+9.1%0.378%
5/10/2024Vanguard Group Inc.379,847$10.34M0.0%+0.8%4.684%
5/6/2024John G Ullman & Associates Inc.23,360$636K0.1%+233.7%0.288%
5/1/2024BNP Paribas Financial Markets3,402$93K0.0%+58.8%0.042%
4/23/2024Raymond James Financial Services Advisors Inc.45,606$1.24M0.0%+5.9%0.562%
2/8/2024Strategic Financial Services Inc28,611$942K0.1%+34.1%0.355%
2/5/2024 Eagle Wealth Strategies LLC23,528$774K0.5%N/A0.292%
1/31/2024John G Ullman & Associates Inc.7,000$230K0.0%N/A0.087%
1/16/2024Raymond James Financial Services Advisors Inc.43,060$1.42M0.0%+5.3%0.534%
1/12/2024 SG Americas Securities LLC3,958$130K0.0%N/A0.049%
1/12/2024 Cedar Brook Financial Partners LLC7,268$239K0.1%N/A0.090%
1/12/2024Norwood Financial Corp425,201$13.99M21.2%-4.6%5.269%
10/24/2023Bank of New York Mellon Corp28,429$732K0.0%+2.2%0.352%
10/24/2023Raymond James Financial Services Advisors Inc.40,907$1.05M0.0%+5.2%0.507%
10/16/2023Norwood Financial Corp445,854$11.48M18.6%-3.7%5.526%
9/21/2023Barclays PLC1,476$43K0.0%+62.0%0.018%
8/4/2023American International Group Inc.3,552$105K0.0%N/A0.044%
7/27/2023Norwood Financial Corp463,147$13.67M20.5%+16.4%5.711%
7/25/2023Raymond James Financial Services Advisors Inc.38,867$1.15M0.0%-21.2%0.479%
5/16/2023Fourthstone LLC119,805$3.53M1.2%-45.0%1.464%
4/14/2023Raymond James Financial Services Advisors Inc.49,304$1.45M0.0%+53.3%0.603%
2/8/2023Raymond James Financial Services Advisors Inc.32,161$1.08M0.0%+21.2%0.395%
2/1/2023 Cedar Brook Financial Partners LLC7,383$247K0.1%N/A0.091%
1/13/2023Norwood Financial Corp398,117$13.31M21.0%+1.5%4.893%
10/28/2022Community Bank N.A.3,992$106K0.0%-50.1%0.049%
10/25/2022Raymond James Financial Services Advisors Inc.26,541$705K0.0%-2.6%0.325%
10/18/2022 Allworth Financial LP2,769$74K0.0%N/A0.034%
10/11/2022Norwood Financial Corp392,222$10.42M18.4%+0.5%4.804%
8/11/2022 Zullo Investment Group Inc.1,500$36K0.0%N/A0.018%
7/26/2022Community Bank N.A.7,992$194K0.0%-11.1%0.097%
7/7/2022 Peoples Financial Services CORP.3,555$86K0.0%-36.9%0.043%
4/26/2022Strategic Financial Services Inc21,824$624K0.0%-17.1%0.266%
4/15/2022 Peoples Financial Services CORP.5,630$161K0.1%-34.8%0.069%
4/6/2022 Cedar Brook Financial Partners LLC7,498$214K0.1%N/A0.091%
2/15/2022Strategic Financial Services Inc26,341$685K0.1%-29.6%0.322%
2/9/2022Dimensional Fund Advisors LP93,209$2.42M0.0%-3.4%1.140%
2/8/2022Norwood Financial Corp390,522$10.15M14.1%N/A4.776%
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2/8/2022Northern Trust Corp17,374$451K0.0%+4.4%0.213%
1/24/2022Tompkins Financial Corp5,000$130K0.0%N/A0.061%
11/16/2021Cetera Advisor Networks LLC14,289$364K0.0%-11.2%0.174%
11/15/2021Dimensional Fund Advisors LP96,472$2.48M0.0%-2.8%1.173%
11/15/2021M3F Inc.19,459$496K0.2%-57.1%0.237%
11/12/2021Renaissance Technologies LLC74,325$1.90M0.0%-23.9%0.904%
11/12/2021Geode Capital Management LLC65,753$1.69M0.0%+10.0%0.800%
11/9/2021BlackRock Inc.30,785$785K0.0%-10.2%0.375%
11/4/2021LSV Asset Management7,000$179K0.0%N/A0.085%
10/28/2021Community Bank N.A.8,992$229K0.0%-16.5%0.109%
10/15/2021 Peoples Financial Services CORP.8,630$220K0.1%-28.1%0.105%
9/3/2021Parametric Portfolio Associates LLC8,698$226K0.0%N/A0.106%
8/17/2021Millennium Management LLC89,335$2.32M0.0%N/A1.086%
8/17/2021Bridgeway Capital Management LLC26,112$679K0.0%+72.8%0.318%
8/16/2021 Cedar Brook Financial Partners LLC7,711$200K0.1%N/A0.094%
8/16/2021State Street Corp10,940$284K0.0%-88.6%0.133%
8/13/2021Renaissance Technologies LLC97,625$2.54M0.0%+25.4%1.187%
8/13/2021Northern Trust Corp17,084$445K0.0%-73.6%0.208%
8/13/2021WBI Investments Inc.13,606$354K0.1%N/A0.165%
8/13/2021Stifel Financial Corp11,684$304K0.0%-7.9%0.142%
8/13/2021Geode Capital Management LLC59,792$1.55M0.0%-36.1%0.727%
8/13/2021Vanguard Group Inc.312,029$8.11M0.0%-5.8%3.794%
8/12/2021Dimensional Fund Advisors LP99,210$2.58M0.0%+12.3%1.206%
8/12/2021JPMorgan Chase & Co.22,753$592K0.0%-42.9%0.277%
8/12/2021Ergoteles LLC25,200$655K0.0%N/A0.306%
8/11/2021Bank of New York Mellon Corp20,911$543K0.0%-42.7%0.254%
8/5/2021Fourthstone LLC13,600$352K0.1%N/A0.165%
5/17/2021Nuveen Asset Management LLC23,251$618K0.0%-2.5%0.283%
5/17/2021Goldman Sachs Group Inc.12,240$326K0.0%N/A0.149%
5/14/2021Dimensional Fund Advisors LP88,366$2.34M0.0%+1.0%1.075%
5/13/2021Barclays PLC4,863$130K0.0%+159.1%0.059%
5/13/2021Renaissance Technologies LLC77,825$2.07M0.0%+34.5%0.947%
5/13/2021Bank of New York Mellon Corp36,495$971K0.0%+1.2%0.444%
5/12/2021Northern Trust Corp64,729$1.72M0.0%-4.0%0.788%
5/12/2021Geode Capital Management LLC93,643$2.49M0.0%+21.6%1.139%
5/12/2021JPMorgan Chase & Co.39,857$1.06M0.0%+124.5%0.484%
5/7/2021BlackRock Inc.355,274$9.45M0.0%+10.5%4.317%
5/7/2021BNP Paribas Arbitrage SA2,747$73K0.0%+90.9%0.033%
5/6/2021Strategic Financial Services Inc37,432$996K0.1%-10.7%0.455%
3/8/2021Dimensional Fund Advisors LP87,463$2.29M0.0%+1.4%1.066%
2/25/2021Dimensional Fund Advisors LP87,463$2.29M0.0%+1.4%1.066%
2/19/2021JPMorgan Chase & Co.17,752$464K0.0%+157.6%0.216%
2/17/2021Cetera Advisor Networks LLC19,272$504K0.0%-14.7%0.235%
2/16/2021Nuveen Asset Management LLC23,840$624K0.0%+88.0%0.291%
2/12/2021LPL Financial LLC12,453$326K0.0%+9.1%0.152%
2/11/2021Northern Trust Corp67,398$1.76M0.0%-4.6%0.822%
2/11/2021Barclays PLC1,877$49K0.0%-29.5%0.023%
2/11/2021Citigroup Inc.1,116$29K0.0%+298.6%0.014%
2/10/2021Rhumbline Advisers9,995$262K0.0%+14.2%0.122%
2/10/2021Renaissance Technologies LLC57,875$1.52M0.0%-4.6%0.706%
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2/9/2021Wells Fargo & Company MN16,116$421K0.0%+8.3%0.197%
2/9/2021Bank of New York Mellon Corp36,052$943K0.0%+18.8%0.440%
2/8/2021Strategic Financial Services Inc41,901$1.10M0.1%+1.0%0.511%
2/5/2021BlackRock Inc.321,585$8.42M0.0%+9.6%3.921%
11/13/2020Morgan Stanley12,144$296K0.0%-9.5%0.148%
11/13/2020Cetera Advisor Networks LLC22,599$550K0.0%-3.5%0.276%
11/12/2020JPMorgan Chase & Co.6,892$166K0.0%+31.3%0.084%
11/6/2020BlackRock Inc.293,522$7.14M0.0%-1.1%3.582%
11/5/2020Wells Fargo & Company MN14,886$362K0.0%-7.5%0.182%
11/5/2020Clark Estates Inc. NY129,516$3.15M0.5%N/A1.581%
(Data available from 1/1/2016 forward)

NWFL Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of NWFL shares?

During the previous two years, 16 institutional investors and hedge funds held shares of Norwood Financial. The most heavily invested institutionals were Norwood Financial Corp ($13.99M), Vanguard Group Inc. ($10.34M), Fourthstone LLC ($3.53M), Dimensional Fund Advisors LP ($2.54M), Cetera Investment Advisers ($2.16M), Raymond James Financial Services Advisors Inc. ($1.24M), and Strategic Financial Services Inc ($942K).Learn more on NWFL's institutional investors.

What percentage of Norwood Financial stock is owned by institutional investors?

28.08% of Norwood Financial stock is owned by institutional investors. Learn more on NWFL's institutional investor holdings.

Which institutional investors have been buying Norwood Financial stock?

Of the 14 institutional investors that purchased Norwood Financial stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Norwood Financial Corp ($71.13K), Cetera Investment Advisers ($61.25K), Code Waechter LLC ($29.54K), Raymond James Financial Services Advisors Inc. ($29.50K), Eagle Wealth Strategies LLC ($23.53K), John G Ullman & Associates Inc. ($23.36K), and Cedar Brook Financial Partners LLC ($14.65K).

How much institutional buying is happening at Norwood Financial?

Institutional investors have bought a total of 275,708 shares in the last 24 months. This purchase volume represents approximately $8.00M in transactions.

Which Norwood Financial major shareholders have been selling company stock?

The following institutional investors have sold Norwood Financial stock in the last 24 months: Fourthstone LLC ($97.96K), Norwood Financial Corp ($37.95K), Raymond James Financial Services Advisors Inc. ($10.44K), and Dimensional Fund Advisors LP ($2.34K).

How much institutional selling is happening at Norwood Financial?

Institutional investors have sold a total of 148,682 shares in the last 24 months. This volume of shares sold represents approximately $4.37M in transactions.



This page (NASDAQ:NWFL) was last updated on 11/2/2024 by MarketBeat.com Staff
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