Bridgewater Bancshares Ownership | Who Owns Bridgewater Bancshares?
Bridgewater Bancshares Ownership Summary
Bridgewater Bancshares is owned by 49.61% institutional investors, 20.74% insiders, and 29.66% retail investors. Thrivent financial for lutherans is the largest institutional shareholder, holding 9.85% of BWB shares. Thrivent Small Cap Stock A is the top mutual fund, with 6.67% of its assets in Bridgewater Bancshares shares.
BWB Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Bridgewater Bancshares | 49.61% | 20.74% | 29.66% |
| Sector | Financial Services Stocks | 86.48% | 14.02% | -0.50% |
| Industry | Regional Banks Stocks | 51.80% | 12.03% | 36.18% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Thrivent financial for lutherans | 2.73M | 9.85% | $31.66M |
| Blackrock | 1.62M | 5.85% | $18.80M |
| Vanguard group | 1.07M | 3.88% | $12.46M |
| Dimensional fund advisors lp | 789.99K | 2.85% | $9.17M |
| Punch & associates investment management | 615.00K | 2.22% | $7.14M |
| Geode capital management | 453.43K | 1.64% | $5.26M |
| State street | 444.47K | 1.61% | $5.16M |
| Alliancebernstein | 409.59K | 1.48% | $4.76M |
| Renaissance | 405.84K | 1.47% | $4.71M |
| Tradition wealth management | 374.87K | 1.35% | $4.35M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| John w. rosenthal capital management | 90.61K | 1.13% | $1.22M |
| Sippican capital advisors | 90.41K | 0.89% | $1.22M |
| Stieven capital advisors | 290.44K | 0.75% | $3.37M |
| Gator capital management | 101.67K | 0.60% | $1.18M |
| Ejf capital | 49.63K | 0.43% | $576.18K |
| Tradition wealth management | 374.87K | 0.42% | $4.35M |
| Punch & associates investment management | 615.00K | 0.42% | $7.14M |
| Elgethun capital management | 104.71K | 0.31% | $1.22M |
| Pacific ridge capital partners | 108.80K | 0.30% | $1.26M |
| Maltese capital management | 130.29K | 0.28% | $1.51M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Acadian asset management | 342.20K | 0.01% | 53.02K |
| Alliancebernstein | 409.59K | 0.00% | 43.24K |
| Dimensional fund advisors lp | 789.99K | 0.00% | 37.09K |
| Punch & associates investment management | 615.00K | 0.42% | 33.00K |
| Vanguard group | 1.07M | 0.00% | 21.65K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Ameriprise financial | 38.20K | 0.00% | -64.67K |
| Zacks investment management | - | - | -49.63K |
| Man group | - | - | -31.55K |
| Morgan stanley | 132.64K | 0.00% | -27.36K |
| Arrowstreet capital, limited partnership | 114.79K | 0.00% | -25.58K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Riverwater partners | 17.87K | 0.15% | 17.87K | $207.48K |
| Corebridge financial | 10.84K | 0.00% | 10.84K | $125.82K |
| Mirae asset global etfs | 9.76K | 0.00% | 9.76K | $113.34K |
| Northwestern mutual wealth management | 3.00K | - | 3.00K | $34.83K |
| Mcf advisors | 361.00 | 0.00% | 361.00 | $4.88K |
Sold Out
| Holder | Change |
|---|---|
| Nelson, van denburg & campbell wealth management group | -6.00 |
| Advisor group | -19.00 |
| Massmutual trust co fsb/adv | -74.00 |
| Clear street markets | -416.00 |
| Comerica bank | -927.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Sep 30, 2024 | 106 | 17.78% | 13,583,307 | 3.86% | 49 | 2.18% | 56 | 36.59% | 28 | -12.50% |
| Jun 30, 2024 | 89 | -9.18% | 13,076,986 | 0.50% | 47 | 2.16% | 41 | 2.50% | 31 | -11.43% |
| Mar 31, 2024 | 98 | -10.09% | 13,012,117 | 0.55% | 46 | 2.24% | 40 | -31.03% | 35 | 16.67% |
| Dec 31, 2023 | 109 | 26.74% | 12,941,236 | -4.96% | 45 | 1.92% | 58 | 45.00% | 30 | 7.14% |
| Sep 30, 2023 | 86 | -7.53% | 13,616,237 | -0.85% | 48 | 1.99% | 40 | -18.37% | 28 | -12.50% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Thrivent Small Cap Stock A | 1.83M | 6.67% | 38.94K |
| Thrivent Small Cap Stock | 601.06K | 2.19% | -8.23K |
| Vanguard Total Stock Mkt Idx Inv | 598.66K | 2.18% | - |
| iShares Russell 2000 ETF | 567.79K | 2.07% | -2.17K |
| Vanguard Institutional Extnd Mkt Idx Tr | 307.50K | 1.12% | -38.29K |
| Foundry Partners Micro Cap Value | 289.35K | 1.05% | 42.42K |
| Avantis US Small Cap Value ETF | 267.06K | 0.97% | 284.00 |
| Fidelity Small Cap Index | 198.82K | 0.72% | -142.00 |
| iShares Russell 2000 Value ETF | 193.10K | 0.70% | -5.42K |
| Kennedy Extended Small Cap | 157.84K | 0.58% | 63.55K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Dec 11, 2024 | Chybowski Joseph M. | PRESIDENT & CFO | Sell | $46.53K |
| Nov 21, 2024 | Johnson James S. | - | Sell | $70.58K |
| Nov 18, 2024 | Johnson James S. | - | Sell | $10.26K |
| Nov 14, 2024 | Parish Douglas J. | - | Sell | $86.53K |
| Nov 07, 2024 | Trutna Thomas P. | - | Sell | $30.26K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2024 Q4 | 1 | 9 |
| 2024 Q3 | - | 2 |
| 2024 Q2 | - | 1 |
| 2024 Q1 | - | 4 |
| 2023 Q4 | 2 | - |
BWB Ownership FAQ
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