Broadwind Ownership | Who Owns Broadwind?

Overview Forecast RevenueFinancials Chart Transcripts

Broadwind Ownership Summary

Broadwind is owned by 28.01% institutional investors, 11.03% insiders, and 60.96% retail investors. Grace & white inc /ny is the largest institutional shareholder, holding 7.49% of BWEN shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 3.14% of its assets in Broadwind shares.

BWEN Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Broadwind	28.01%	11.03%	60.96%
Sector	Industrials Stocks	63.03%	10.59%	26.38%
Industry	Industrial Machinery Stocks	78.85%	6.56%	14.59%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Grace & white inc /ny	1.62M	7.49%	$5.30M
Vanguard group	982.78K	4.55%	$3.22M
Quinn opportunity partners	492.60K	2.28%	$1.62M
Blackrock	362.95K	1.68%	$1.19M
Russell investments group	360.81K	1.67%	$1.18M
Dimensional fund advisors lp	329.59K	1.53%	$1.08M
Geode capital management	214.80K	0.99%	$704.72K
Boston partners	181.36K	0.84%	$594.87K
Perritt capital management	150.00K	0.69%	$492.00K
Us bancorp \de\	143.13K	0.66%	$469.47K

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Grace & white inc /ny	1.62M	1.00%	$5.30M
Perritt capital management	150.00K	0.27%	$492.00K
Quinn opportunity partners	492.60K	0.18%	$1.62M
Essex investment management	67.81K	0.04%	$222.42K
Gsa capital partners llp	118.29K	0.03%	$388.00K
Lincoln capital	14.49K	0.02%	$47.53K
Laidlaw wealth management	10.60K	0.02%	$34.77K
Rbf capital	44.95K	0.01%	$147.43K
Legato capital management	14.81K	0.01%	$48.56K
James investment research	12.63K	0.00%	$41.43K

Top Buyers

Holder	Shares	% Assets	Change
Acadian asset management	129.57K	0.00%	129.57K
Boston partners	181.36K	0.00%	96.37K
Goldman sachs group	63.58K	-	63.58K
Newedge advisors	58.65K	0.00%	58.54K
Dimensional fund advisors lp	329.59K	0.00%	35.18K

Top Sellers

Holder	Shares	% Assets	Change
Mather group, llc.	-	-	-151.00K
Essex investment management	67.81K	0.04%	-128.05K
Quinn opportunity partners	492.60K	0.18%	-71.72K
Gsa capital partners llp	118.29K	0.03%	-56.71K
Xtx topco	-	-	-48.60K

New Positions

Holder	Shares	% Assets	Change	Value
Acadian asset management	129.57K	0.00%	129.57K	$423.00K
Goldman sachs group	63.58K	-	63.58K	$208.54K
O'shaughnessy asset management	32.09K	0.00%	32.09K	$105.27K
Cubist systematic strategies	25.71K	0.00%	25.71K	$84.34K
Ritholtz wealth management	25.21K	0.00%	25.21K	$82.68K

Sold Out

Holder	Change
Kelly financial services	-25.00
Jpmorgan chase	-47.00
Fmr	-50.00
Steph	-2.00K
Group one trading	-2.19K

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Sep 30, 2024	44	-18.52%	6,170,275	-2.00%	28	3.30%	17	-41.38%	12	9.09%
Jun 30, 2024	54	10.20%	6,295,936	7.68%	29	3.83%	29	61.11%	11	-21.43%
Mar 31, 2024	49	-9.26%	5,846,690	0.22%	27	3.69%	18	-28.00%	14	-17.65%
Dec 31, 2023	54	1.89%	5,833,612	-14.98%	27	2.58%	25	25.00%	17	-5.56%
Sep 30, 2023	53	-8.62%	6,861,570	0.15%	32	3.02%	20	-25.93%	18	-

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Vanguard Total Stock Mkt Idx Inv	689.28K	3.14%	-
Vanguard Institutional Extnd Mkt Idx Tr	275.64K	1.25%	-
Russell Inv US Small Cap Equity E	133.19K	0.60%	-
Fidelity Extended Market Index	119.69K	0.54%	2.36K
Dunham Small Cap Value N	97.77K	0.44%	-3.81K
WPG Partners Micro Cap Opportunities	86.38K	0.39%	945.00
Perritt MicroCap Opportunities Investor	85.00K	0.39%	-65.00K
EA Bridgeway Omni Small-Cap Value ETF	83.29K	0.38%	102.00
DFA US Targeted Value I	66.95K	0.30%	10.67K
Dimensional US Targeted Value ETF	64.05K	0.29%	-

Recent Insider Transactions

Date	Name	Role	Activity	Value
Aug 16, 2024	Blashford Eric B.	President and CEO	Buy	$11.34K
May 28, 2024	Schueller Daniel E.	Pres., Broadwind Heavy Fab.	Sell	$26.28K
Nov 16, 2023	Shivaram Sachin M	-	Buy	$21.80K
Sep 06, 2023	Wagner Thomas A.	-	Sell	$39.93K
Aug 21, 2023	Press Jeanette A.	-	Buy	$980.00

Insider Transactions Trends

Date	Buy	Sell
2024 Q2	-	1
2023 Q4	1	-
2023 Q3	7	1
2023 Q2	-	1
2023 Q1	-	-

BWEN Ownership FAQ

Who Owns Broadwind?

Broadwind shareholders are primarily institutional investors at 28.01%, followed by 11.03% insiders and 60.96% retail investors. The average institutional ownership in Broadwind's industry, Industrial Machinery Stocks, is 78.85%, which Broadwind falls below.

Who owns the most shares of Broadwind?

Broadwind’s largest shareholders are Grace & white inc /ny (1.62M shares, 7.49%), Vanguard group (982.78K shares, 4.55%), and Quinn opportunity partners (492.6K shares, 2.28%). Together, they hold 14.32% of Broadwind’s total shares outstanding.

Does Blackrock own Broadwind?

Yes, BlackRock owns 1.68% of Broadwind, totaling 362.96K shares as of Jun 2024. This represents 0% of BlackRock's total assets, with a market value of 1.19M$. In the last quarter, BlackRock increased its holdings by 141 shares, a 0.04% change.

Who is Broadwind’s biggest shareholder by percentage of total assets invested?

Grace & white inc /ny is Broadwind’s biggest shareholder by percentage of total assets invested, with 1.00% of its assets in 1.62M Broadwind shares, valued at 5.3M$.

Who is the top mutual fund holder of Broadwind shares?

Vanguard Total Stock Mkt Idx Inv is the top mutual fund holder of Broadwind shares, with 3.14% of its total shares outstanding invested in 689.28K Broadwind shares.

Try Tickergate Pro Free

Customize Everything. 100% Flexibility. Fast and Easy to Use (No code or Excel Needed)

Customize your own personal stocks lists, views and charts
Choose from hundreds of fields, up to 15 years of history
Conduct deep comparison analysis

Discover trending investment themes
Find your next best investment
Research stocks using tools