Broadwind Ownership | Who Owns Broadwind?

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Broadwind Ownership Summary

Broadwind is owned by 29.16% institutional investors, 11.03% insiders, and 59.82% 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	29.16%	11.03%	59.82%
Sector	Industrials Stocks	61.06%	10.27%	28.67%
Industry	Industrial Machinery Stocks	75.33%	6.55%	18.12%

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
Mather group, llc.	151.00K	0.70%	$359.37K
Perritt capital management	150.00K	0.69%	$492.00K

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
Xtx topco	48.60K	0.01%	$159.42K
Rbf capital	44.95K	0.01%	$147.43K
Legato capital management	14.81K	0.01%	$48.56K

Top Buyers

Holder	Shares	% Assets	Change
Mather group, llc.	151.00K	0.00%	151.00K
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

Top Sellers

Holder	Shares	% Assets	Change
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
Marshall wace, llp	-	-	-43.85K
Schonfeld strategic advisors	10.90K	0.00%	-25.50K

New Positions

Holder	Shares	% Assets	Change	Value
Mather group, llc.	151.00K	0.00%	151.00K	$359.37K
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

Sold Out

Holder	Change
Jpmorgan chase	-47.00
Group one trading	-2.19K
Simplex trading	-7.16K
Susquehanna group, llp	-12.30K
Tsa wealth managment	-14.92K

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
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	-
Jun 30, 2023	58	-1.69%	6,850,983	-9.84%	32	2.48%	27	-27.03%	18	63.64%

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	0.61%	-
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	82.14K	0.37%	-
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 29.16%, followed by 11.03% insiders and 59.81% retail investors. The average institutional ownership in Broadwind's industry, Industrial Machinery Stocks, is 75.33%, 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.

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