Własność instytucjonalna i funduszowa – Kupujący
Główni posiadacze, którzy otworzyli nowe pozycje w First Western Financial, Inc., to m.in Vanguard Capital Management Llc, Vanguard Fiduciary Trust Co, Vanguard Portfolio Management Llc, Vanguard Global Advisers, LLC, Root Financial Partners, LLC, i Rothschild Investment Llc .
Na tej stronie przedstawiono zmiany w strukturze własności, wymieniając instytucje, fundusze i głównych akcjonariuszy, którzy zwiększyli swoje udziały lub otworzyli nowe pozycje w ostatnim okresie sprawozdawczym. Zielone rzędy wskazują nowe pozycje. Kliknij w ikonę linku, aby zobaczyć pełną historię transakcji.
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| Data pliku | Źródło | Inwestor | Typ | Średnia cena (Est) |
Akcje | Akcje; Δ (%) |
Zgłoszono Wartość ($1000) |
Wartość; Δ (%) |
Przydział portu (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 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 |
