Propriedade Institucional e de Fundos - Compradores
Os principais detentores que abriram novas posições em First Western Financial, Inc. incluem Vanguard Capital Management Llc, Vanguard Fiduciary Trust Co, Vanguard Portfolio Management Llc, Vanguard Global Advisers, LLC, Root Financial Partners, LLC, e Rothschild Investment Llc .
Esta página mostra mudanças na estrutura de propriedade listando instituições, fundos e principais acionistas que aumentaram suas participações ou abriram novas posições no último período de relatório. Linhas verdes indicam novas posições. Clique no link ícone para ver o histórico completo de transações.
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| Data do Arquivo | Fonte | Investidor | Tipo | Preço Médio (Est) |
Ações | Δ Ações (%) |
Valor Reportado (US$1000) |
Δ Valor (%) |
Aloc. de Portf. (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-15 | 13F | Round Rock Advisors, LLC | 47,431 | 15.46 | 1,166 | 5.81 | ||||
| 2026-05-12 | 13F | First Western Trust Bank | 98,231 | 7.38 | 2,415 | -1.55 | ||||
| 2026-05-07 | 13F | Dimensional Fund Advisors Lp | 261,734 | 2.52 | 6,434 | -5.99 | ||||
| 2026-05-12 | 13F | Rhumbline Advisers | 10,030 | 0.73 | 247 | -7.52 | ||||
| 2026-05-14 | 13F | Banc Funds Co Llc | 348,404 | 0.67 | 8,564 | -7.71 | ||||
| 2026-04-20 | 13F | State of Alaska, Department of Revenue | 696 | 46.22 | 0 | |||||
| 2026-05-14 | 13F | Northern Trust Corp | 57,951 | 4.43 | 1,424 | -4.24 | ||||
| 2026-04-30 | 13F | Nuveen, LLC | 24,272 | 0.71 | 597 | -7.74 | ||||
| 2026-05-15 | 13F | Hotchkis & Wiley Capital Management Llc | 131,158 | 0.28 | 3,224 | -8.07 | ||||
| 2026-05-15 | 13F | Empowered Funds, LLC | 36,468 | 9.40 | 896 | 0.34 | ||||
| 2026-05-11 | 13F | Citigroup Inc | 402 | 113.83 | 10 | 80.00 | ||||
| 2026-05-13 | 13F | Algebris (uk) Ltd | 344,049 | 0.95 | 8,443 | -7.65 | ||||
| 2026-05-15 | 13F/A | Vanguard Capital Management Llc | 353,829 | 8,697 | ||||||
| 2026-05-15 | 13F | Wellington Management Group Llp | 520,329 | 114.41 | 12,790 | 96.57 | ||||
| 2026-05-15 | 13F | Aqr Capital Management Llc | 14,061 | 6.39 | 346 | -2.54 | ||||
| 2026-05-15 | 13F | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 3,931 | 2.66 | 97 | -5.88 | ||||
| 2026-05-15 | 13F | State Street Corp | 129,319 | 0.71 | 3,179 | -7.67 | ||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 33,771 | 21.10 | 830 | 11.11 | ||||
| 2026-05-14 | 13F | Allworth Financial LP | 17 | 112.50 | 0 | |||||
| 2026-04-06 | 13F | GAMMA Investing LLC | 111 | 20.65 | 3 | 0.00 | ||||
| 2026-05-15 | 13F | Bridgeway Capital Management Inc | 83,850 | 3.88 | 2,061 | -4.76 | ||||
| 2026-04-24 | 13F | Root Financial Partners, LLC | 4 | 0 | ||||||
| 2026-01-29 | 13F | Vanguard Group Inc | 455,597 | 6.59 | 12,215 | 24.11 | ||||
| 2026-05-07 | 13F | Diamond Hill Capital Management Inc | 159,832 | 0.75 | 3,929 | -7.64 | ||||
| 2026-05-07 | 13F | Rothschild Investment Llc | 3 | 0 | ||||||
| 2026-05-15 | 13F/A | EverSource Wealth Advisors, LLC | 50 | 4.17 | 1 | 0.00 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 6 | 20.00 | 0 | |||||
| 2026-05-08 | 13F | Vanguard Global Advisers, LLC | 2,689 | 66 | ||||||
| 2026-05-08 | 13F | Vanguard Fiduciary Trust Co This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 51,130 | 1,257 | ||||||
| 2026-05-05 | 13F | UBS Group AG | 28,860 | 432.77 | 709 | 388.97 | ||||
| 2026-05-15 | 13F | MAI Capital Management | 5 | 25.00 | 0 | |||||
| 2026-05-15 | 13F | Tower Research Capital LLC (TRC) | 1,166 | 180.29 | 29 | 154.55 | ||||
| 2026-02-13 | 13F | Barclays Plc | 21,788 | 6.06 | 584 | 23.47 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 12,053 | 10.83 | 296 | 1.72 | ||||
| 2026-05-15 | 13F | Alliancebernstein L.p. | 206,929 | 1.42 | 5,548 | 1.43 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 719 | 4.66 | 18 | |||||
| 2026-02-05 | 13F | Northwestern Mutual Wealth Management Co | 76,048 | 36,113.33 | 3,701 | 92,400.00 | ||||
| 2026-05-15 | 13F | Brevan Howard Capital Management LP | 100,000 | 46.62 | 2,458 | 34.46 | ||||
| 2026-04-28 | 13F | Harbor Capital Advisors, Inc. | 163 | 32.52 | 0 | |||||
| 2026-05-08 | 13F | Vanguard Portfolio Management Llc | 48,518 | 1,193 | ||||||
| 2026-05-15 | 13F | North Reef Capital Management LP | 716,609 | 4.47 | 17,614 | -4.22 | ||||
| 2026-05-08 | 13F | Tieton Capital Management, LLC | 190,094 | 3.53 | 5 | 0.00 |
