Broadwind Ownership | Who Owns Broadwind?


OverviewForecastRevenueFinancialsChartTranscripts

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 8.99% of BWEN shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 3.05% of its assets in Broadwind shares.

BWEN Ownership Benchmark


TypeName% Inst% Insiders% Retail
StockBroadwind28.01%11.03%60.96%
SectorIndustrials Stocks 64.16%10.53%25.31%
IndustryIndustrial Machinery Stocks76.78%7.61%15.61%

Institutional Shareholders


Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Grace & white inc /ny1.98M8.99%$3.72M
Vanguard group982.78K4.55%$3.22M
Quinn opportunity partners492.60K2.28%$1.62M
Blackrock362.95K1.68%$1.19M
Russell investments group360.81K1.67%$1.18M
Dimensional fund advisors lp329.59K1.53%$1.08M
Geode capital management214.80K0.99%$704.72K
Boston partners181.36K0.84%$594.87K
Perritt capital management150.00K0.69%$492.00K
Us bancorp \de\143.13K0.66%$469.47K

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Grace & white inc /ny1.98M0.70%$3.72M
Perritt capital management150.00K0.27%$492.00K
Quinn opportunity partners492.60K0.18%$1.62M
Essex investment management67.81K0.04%$222.42K
Gsa capital partners llp118.29K0.03%$388.00K
Laidlaw wealth management10.60K0.02%$34.77K
Lincoln capital19.80K0.02%$37.23K
Rbf capital44.95K0.01%$147.43K
James investment research12.63K0.00%$41.43K
Bridgeway capital management53.19K0.00%$174.46K

Top Buyers

HolderShares% AssetsChange
Grace & white inc /ny1.98M0.70%265.34K
Acadian asset management129.57K0.00%129.57K
Boston partners181.36K0.00%96.37K
Goldman sachs group63.58K-63.58K
Newedge advisors58.65K0.00%58.54K

Top Sellers

HolderShares% AssetsChange
Mather group, llc.---151.00K
Essex investment management67.81K0.04%-128.05K
Quinn opportunity partners492.60K0.18%-71.72K
Gsa capital partners llp118.29K0.03%-56.71K
Xtx topco---48.60K

New Positions

HolderShares% AssetsChangeValue
Acadian asset management129.57K0.00%129.57K$423.00K
Goldman sachs group63.58K-63.58K$208.54K
O'shaughnessy asset management32.09K0.00%32.09K$105.27K
Cubist systematic strategies25.71K0.00%25.71K$84.34K
James investment research12.63K0.00%12.63K$41.43K

Sold Out

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

Institutional Ownership Trends


DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Sep 30, 202444-18.52%6,170,275-2.00%283.30%17-41.38%129.09%
Jun 30, 20245410.20%6,295,9367.68%293.83%2961.11%11-21.43%
Mar 31, 202449-9.26%5,846,6900.22%273.69%18-28.00%14-17.65%
Dec 31, 2023541.89%5,833,612-14.98%272.58%2525.00%17-5.56%
Sep 30, 202353-8.62%6,861,5700.15%323.02%20-25.93%18-

Top Mutual Funds Shareholders


HolderShares% HoldingChange
Vanguard Total Stock Mkt Idx Inv674.96K3.05%-
Vanguard Institutional Extnd Mkt Idx Tr275.64K1.25%-
Russell Inv US Small Cap Equity E133.19K0.60%-
Fidelity Extended Market Index116.30K0.53%-767.00
Dunham Small Cap Value N97.77K0.44%-
WPG Partners Micro Cap Opportunities86.38K0.39%945.00
Perritt MicroCap Opportunities Investor85.00K0.39%-65.00K
EA Bridgeway Omni Small-Cap Value ETF85.30K0.39%112.00
DFA US Targeted Value I72.78K0.33%-
DFA US Small Cap Value I52.41K0.24%-

Recent Insider Transactions


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

Insider Transactions Trends


DateBuySell
2024 Q2-1
2023 Q41-
2023 Q371
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 76.78%, which Broadwind falls below.

Who owns the most shares of Broadwind?

Broadwind’s largest shareholders are Grace & white inc /ny (1.98M shares, 8.99%), Vanguard group (982.78K shares, 4.55%), and Quinn opportunity partners (492.6K shares, 2.28%). Together, they hold 15.82% 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 0.70% of its assets in 1.98M Broadwind shares, valued at 3.72M$.

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 3.05% of its total shares outstanding invested in 674.96K 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