Bankwell Financial Group Ownership | Who Owns Bankwell Financial Group?
Bankwell Financial Group Ownership Summary
Bankwell Financial Group is owned by 36.69% institutional investors, 11.64% insiders, and 51.67% retail investors. Blackrock is the largest institutional shareholder, holding 5.65% of BWFG shares. iShares Russell 2000 ETF is the top mutual fund, with 2.60% of its assets in Bankwell Financial Group shares.
BWFG Ownership Benchmark
Type | Name | % Inst | % Insiders | % Retail |
---|---|---|---|---|
Stock | Bankwell Financial Group | 36.69% | 11.64% | 51.67% |
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 |
---|---|---|---|
Blackrock | 433.11K | 5.65% | $10.99M |
Vanguard group | 332.39K | 4.34% | $8.43M |
Banc funds | 282.62K | 3.69% | $7.17M |
Dimensional fund advisors lp | 279.87K | 3.65% | $7.10M |
Renaissance | 143.60K | 1.87% | $3.64M |
Geode capital management | 141.90K | 1.85% | $3.60M |
Lsv asset management | 126.75K | 1.65% | $3.22M |
Pacific ridge capital partners | 123.02K | 1.61% | $3.12M |
Siena capital partners gp | 110.34K | 1.44% | $2.80M |
Gm advisory group | 89.15K | 1.16% | $2.26M |
Top Institutional Shareholders by % of Total Assets
Holder | Shares | % Assets | Value |
---|---|---|---|
Siena capital partners gp | 110.34K | 0.92% | $2.80M |
Banc funds | 282.62K | 0.85% | $7.17M |
Pacific ridge capital partners | 123.02K | 0.75% | $3.12M |
Gm advisory group | 89.15K | 0.15% | $2.26M |
Bridge city capital | 13.55K | 0.12% | $343.76K |
Seacrest wealth management | 20.04K | 0.07% | $624.28K |
Bridgeway capital management | 52.91K | 0.03% | $1.34M |
Sierra capital | 9.01K | 0.03% | $229.00K |
Summit trail advisors | 25.82K | 0.03% | $804.39K |
Kennedy capital management | 33.10K | 0.02% | $839.65K |
Top Buyers
Holder | Shares | % Assets | Change |
---|---|---|---|
Blackrock | 433.11K | 0.00% | 27.02K |
Seacrest wealth management | 20.04K | 0.07% | 20.04K |
Geode capital management | 141.90K | 0.00% | 11.68K |
Nuveen asset management | 8.10K | 0.00% | 8.10K |
Gm advisory group | 89.15K | 0.15% | 6.34K |
Top Sellers
Holder | Shares | % Assets | Change |
---|---|---|---|
Renaissance | 143.60K | 0.01% | -12.30K |
Carl p. sherr | - | - | -8.00K |
Jpmorgan chase | 4.40K | - | -6.87K |
Pacific ridge capital partners | 123.02K | 0.75% | -5.25K |
Ubs group | 4.93K | - | -3.84K |
New Positions
Holder | Shares | % Assets | Change | Value |
---|---|---|---|---|
Seacrest wealth management | 20.04K | 0.07% | 20.04K | $624.28K |
Corebridge financial | 3.47K | 0.00% | 3.47K | $88.06K |
Mirae asset global etfs | 3.25K | 0.00% | 3.25K | $82.55K |
Ronald blue trust | 219.00 | 0.00% | 219.00 | $6.56K |
Pnc financial services group | 42.00 | - | 42.00 | $1.07K |
Sold Out
Holder | Change |
---|---|
Nelson, van denburg & campbell wealth management group | -1.00 |
Innealta capital | -3.00 |
Russell investments group | -19.00 |
Picton mahoney asset management | -65.00 |
Metropolitan life insurance co/ny | -354.00 |
Institutional Ownership Trends
Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
---|---|---|---|---|---|---|---|---|---|---|
Sep 30, 2024 | 69 | 4.55% | 2,830,813 | 3.21% | 36 | 2.86% | 34 | -2.86% | 13 | -35.00% |
Jun 30, 2024 | 65 | 1.56% | 2,742,801 | 0.90% | 35 | 2.80% | 35 | 59.09% | 19 | -17.39% |
Mar 31, 2024 | 64 | -9.86% | 2,718,235 | -4.25% | 35 | 2.56% | 22 | -38.89% | 23 | 53.33% |
Dec 31, 2023 | 71 | 5.97% | 2,838,899 | 8.66% | 37 | 3.16% | 36 | 38.46% | 15 | -25.00% |
Sep 30, 2023 | 67 | -1.47% | 2,612,742 | 1.79% | 34 | 2.98% | 26 | -13.33% | 20 | -23.08% |
Top Mutual Funds Shareholders
Holder | Shares | % Holding | Change |
---|---|---|---|
iShares Russell 2000 ETF | 204.43K | 2.60% | -775.00 |
Vanguard Total Stock Mkt Idx Inv | 201.81K | 2.57% | - |
Pacific Ridge Capital Ptnrs Micro Cp Val | 114.10K | 1.45% | -6.70K |
Vanguard Institutional Extnd Mkt Idx Tr | 90.47K | 1.15% | - |
Adara Smaller Companies | 66.34K | 0.84% | -230.00 |
Fidelity Small Cap Index | 64.65K | 0.82% | -46.00 |
iShares Russell 2000 Value ETF | 63.38K | 0.81% | -1.76K |
DFA US Targeted Value I | 42.35K | 0.54% | - |
Fidelity Extended Market Index | 37.03K | 0.47% | -244.00 |
Kennedy Bank Sector | 36.31K | 0.46% | 13.73K |
Recent Insider Transactions
Date | Name | Role | Activity | Value |
---|---|---|---|---|
Jan 27, 2025 | Leitao Kevin D | - | Buy | $60.76K |
Dec 13, 2024 | Demos Darryl | - | Buy | $49.72K |
Dec 13, 2024 | Demos Darryl | - | Buy | $24.95K |
Dec 16, 2024 | Brunner Steven H | EVP & Chief Risk & Operations | Sell | $43.86K |
Dec 09, 2024 | Dale Eric J | - | Buy | $11.39K |
Insider Transactions Trends
Date | Buy | Sell |
---|---|---|
2024 Q4 | 23 | 1 |
2024 Q3 | 34 | 5 |
2024 Q2 | 33 | 5 |
2024 Q1 | 15 | - |
2023 Q4 | 10 | 1 |
BWFG Ownership FAQ
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