Bankwell Financial Group Ownership 2024 | Who Owns Bankwell Financial Group Now?


OverviewRevenueFinancialsChart

Institutional Ownership

35.79%

Insider Ownership

11.64%

Retail Ownership

52.57%

Institutional Holders

64.00

Bankwell Financial Group Institutional Shareholders


Institutional Shareholders by % of Total Shares

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
BLACKROCK INC.5.65%0.00%433,10927,0256.66%10,987,976Jun 30, 2024
VANGUARD GROUP INC4.34%0.00%332,3933,1470.96%8,432,810Jun 30, 2024
BANC FUNDS CO LLC3.69%0.85%282,623--7,170,146Jun 30, 2024
DIMENSIONAL FUND ADVISORS LP3.65%0.00%279,8677550.27%7,100,066Jun 30, 2024
RENAISSANCE TECHNOLOGIES LLC1.87%0.01%143,603-12,300-7.89%3,643,208Jun 30, 2024
GEODE CAPITAL MANAGEMENT, LLC1.85%0.00%141,90411,6818.97%3,600,533Jun 30, 2024
LSV ASSET MANAGEMENT1.65%0.01%126,746-1,700-1.32%3,216,000Jun 30, 2024
PACIFIC RIDGE CAPITAL PARTNERS, LLC1.61%0.75%123,020-5,246-4.09%3,121,017Jun 30, 2024
SIENA CAPITAL PARTNERS GP, LLC1.44%0.92%110,338--2,799,275Jun 30, 2024
GM ADVISORY GROUP, INC.1.16%0.15%89,1546,3417.66%2,261,843Jun 30, 2024
ACADIAN ASSET MANAGEMENT LLC1.02%0.01%78,329-2,778-3.43%1,985,000Jun 30, 2024
STATE STREET CORP1.01%0.00%77,5171,3511.77%1,966,606,000Jun 30, 2024
NORTHERN TRUST CORP0.88%0.00%67,090-1,878-2.72%1,702,074,000Jun 30, 2024
BRIDGEWAY CAPITAL MANAGEMENT, LLC0.69%0.03%52,9091,2602.44%1,342,301Jun 30, 2024
AMERICAN CENTURY COMPANIES INC0.49%0.00%37,375--948,204Jun 30, 2024
KENNEDY CAPITAL MANAGEMENT LLC0.43%0.02%33,096-116-0.35%839,646Jun 30, 2024
SUMMIT TRAIL ADVISORS, LLC0.39%0.02%30,158-2,708-8.24%765,108Jun 30, 2024
BANK OF NEW YORK MELLON CORP0.37%0.00%28,5481,6766.24%724,249Jun 30, 2024
MORGAN STANLEY0.33%-25,273-882-3.37%641,192Jun 30, 2024
EMPOWERED FUNDS, LLC0.24%0.01%18,7041,2607.22%474,520Jun 30, 2024

Bankwell Financial Group's largest institutional shareholder is BLACKROCK INC., holding 5.65% of the company's total share outstanding, currently valued at $10.99M. The top 10 institutional shareholders own together 26.92% of the company.

Institutional Shareholders by % of Total Assets

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
SIENA CAPITAL PARTNERS GP, LLC1.44%0.92%110,338--2,799,275Jun 30, 2024
BANC FUNDS CO LLC3.69%0.85%282,623--7,170,146Jun 30, 2024
PACIFIC RIDGE CAPITAL PARTNERS, LLC1.61%0.75%123,020-5,246-4.09%3,121,017Jun 30, 2024
GM ADVISORY GROUP, INC.1.16%0.15%89,1546,3417.66%2,261,843Jun 30, 2024
BRIDGE CITY CAPITAL, LLC0.18%0.12%13,5501,83215.63%343,764Jun 30, 2024
BRIDGEWAY CAPITAL MANAGEMENT, LLC0.69%0.03%52,9091,2602.44%1,342,301Jun 30, 2024
SIERRA CAPITAL LLC0.12%0.03%9,009740.83%229,000Jun 30, 2024
SUMMIT TRAIL ADVISORS, LLC0.39%0.02%30,158-2,708-8.24%765,108Jun 30, 2024
KENNEDY CAPITAL MANAGEMENT LLC0.43%0.02%33,096-116-0.35%839,646Jun 30, 2024
KEY FINANCIAL INC0.04%0.02%2,900--73,573Jun 30, 2024
EMPOWERED FUNDS, LLC0.24%0.01%18,7041,2607.22%474,520Jun 30, 2024
LSV ASSET MANAGEMENT1.65%0.01%126,746-1,700-1.32%3,216,000Jun 30, 2024
RENAISSANCE TECHNOLOGIES LLC1.87%0.01%143,603-12,300-7.89%3,643,208Jun 30, 2024
ACADIAN ASSET MANAGEMENT LLC1.02%0.01%78,329-2,778-3.43%1,985,000Jun 30, 2024
BENJAMIN F. EDWARDS & COMPANY, INC.0.06%0.00%4,6903608.31%119,000Jun 30, 2024
DIMENSIONAL FUND ADVISORS LP3.65%0.00%279,8677550.27%7,100,066Jun 30, 2024
CAPITAL ADVISORS, LTD. LLC0.01%0.00%458281158.76%12,000Jun 30, 2024
CAPTRUST FINANCIAL ADVISORS0.22%0.00%16,522-190-1.14%419,163Jun 30, 2024
COVESTOR LTD0.00%0.00%831929.69%2,000Jun 30, 2024
TOWER RESEARCH CAPITAL LLC (TRC)0.03%0.00%2,1041,857751.82%53,378Jun 30, 2024

The largest Bankwell Financial Group shareholder by % of total assets is SIENA CAPITAL PARTNERS GP, LLC. The company owns 110.34K shares of Bankwell Financial Group (BWFG), representing 0.92% of its total assets.

Institutional Buyers

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
BLACKROCK INC.5.65%0.00%433,10927,0256.66%10,987,976Jun 30, 2024
GEODE CAPITAL MANAGEMENT, LLC1.85%0.00%141,90411,6818.97%3,600,533Jun 30, 2024
NUVEEN ASSET MANAGEMENT, LLC0.11%0.00%8,0968,096100.00%205,396Jun 30, 2024
GM ADVISORY GROUP, INC.1.16%0.15%89,1546,3417.66%2,261,843Jun 30, 2024
GOLDMAN SACHS GROUP INC0.24%0.00%18,1084,35131.63%459,400Jun 30, 2024
COREBRIDGE FINANCIAL, INC.0.05%0.00%3,4713,471100.00%88,059Jun 30, 2024
MIRAE ASSET GLOBAL ETFS HOLDINGS LTD.0.04%0.00%3,2543,254100.00%82,554Jun 30, 2024
VANGUARD GROUP INC4.34%0.00%332,3933,1470.96%8,432,810Jun 30, 2024
TOWER RESEARCH CAPITAL LLC (TRC)0.03%0.00%2,1041,857751.82%53,378Jun 30, 2024
BRIDGE CITY CAPITAL, LLC0.18%0.12%13,5501,83215.63%343,764Jun 30, 2024
CHARLES SCHWAB INVESTMENT MANAGEMENT INC0.23%0.00%17,6361,68010.53%447,425Jun 30, 2024
BANK OF NEW YORK MELLON CORP0.37%0.00%28,5481,6766.24%724,249Jun 30, 2024
ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC0.06%0.00%4,8751,44942.29%123,678Jun 30, 2024
STATE STREET CORP1.01%0.00%77,5171,3511.77%1,966,606,000Jun 30, 2024
EMPOWERED FUNDS, LLC0.24%0.01%18,7041,2607.22%474,520Jun 30, 2024
BRIDGEWAY CAPITAL MANAGEMENT, LLC0.69%0.03%52,9091,2602.44%1,342,301Jun 30, 2024
WELLS FARGO & COMPANY/MN0.14%0.00%11,0859999.90%281,221Jun 30, 2024
BANK OF AMERICA CORP /DE/0.12%-9,1427669.15%231,932Jun 30, 2024
DIMENSIONAL FUND ADVISORS LP3.65%0.00%279,8677550.27%7,100,066Jun 30, 2024
STRS OHIO0.06%0.00%4,90050011.36%124,313,000Jun 30, 2024

As of Jun 30 2024, Bankwell Financial Group's largest institutional buyer is BLACKROCK INC.. The company purchased 27.02K stocks of BWFG, valued at $10.99M.

Institutional Sellers

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
RENAISSANCE TECHNOLOGIES LLC1.87%0.01%143,603-12,300-7.89%3,643,208Jun 30, 2024
CARL P. SHERR & CO., LLC----8,000-100.00%-Jun 30, 2024
JPMORGAN CHASE & CO0.06%-4,400-6,870-60.96%111,628Jun 30, 2024
PACIFIC RIDGE CAPITAL PARTNERS, LLC1.61%0.75%123,020-5,246-4.09%3,121,017Jun 30, 2024
UBS GROUP AG0.06%-4,933-3,838-43.76%125,150Jun 30, 2024
HILLSDALE INVESTMENT MANAGEMENT INC.----3,600-100.00%-Jun 30, 2024
AMERICAN INTERNATIONAL GROUP, INC.----2,901-100.00%-Jun 30, 2024
ACADIAN ASSET MANAGEMENT LLC1.02%0.01%78,329-2,778-3.43%1,985,000Jun 30, 2024
SUMMIT TRAIL ADVISORS, LLC0.39%0.02%30,158-2,708-8.24%765,108Jun 30, 2024
NORTHERN TRUST CORP0.88%0.00%67,090-1,878-2.72%1,702,074,000Jun 30, 2024
INVESCO LTD.0.23%0.00%17,365-1,740-9.11%440,550Jun 30, 2024
BNP PARIBAS ARBITRAGE, SNC0.02%-1,175-1,726-59.50%29,810Jun 30, 2024
LSV ASSET MANAGEMENT1.65%0.01%126,746-1,700-1.32%3,216,000Jun 30, 2024
BARCLAYS PLC0.18%0.00%14,071-1,015-6.73%357,000Jun 30, 2024
MORGAN STANLEY0.33%-25,273-882-3.37%641,192Jun 30, 2024
METROPOLITAN LIFE INSURANCE CO/NY----354-100.00%-Jun 30, 2024
TWO SIGMA INVESTMENTS, LP0.12%0.00%9,431-300-3.08%239,264Jun 30, 2024
CAPTRUST FINANCIAL ADVISORS0.22%0.00%16,522-190-1.14%419,163Jun 30, 2024
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM0.01%-467-125-21.11%11,848Jun 30, 2024
KENNEDY CAPITAL MANAGEMENT LLC0.43%0.02%33,096-116-0.35%839,646Jun 30, 2024

As of Jun 30 2024, Bankwell Financial Group's biggest institutional seller is RENAISSANCE TECHNOLOGIES LLC. The company sold -12.30K shares of BWFG, valued at $3.64M.

Institutional New positions

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
COREBRIDGE FINANCIAL, INC.0.05%0.00%3,4713,471100.00%88,059Jun 30, 2024
MIRAE ASSET GLOBAL ETFS HOLDINGS LTD.0.04%0.00%3,2543,254100.00%82,554Jun 30, 2024
PICTON MAHONEY ASSET MANAGEMENT0.00%0.00%6565100.00%2,000Jun 30, 2024
PNC FINANCIAL SERVICES GROUP, INC.0.00%-4242100.00%1,066Jun 30, 2024
ADVISOR GROUP HOLDINGS, INC.0.00%-3030100.00%761Jun 30, 2024
CORNERSTONE PLANNING GROUP LLC0.00%0.00%1717100.00%426Jun 30, 2024
INNEALTA CAPITAL, LLC--33100.00%76Jun 30, 2024

Bankwell Financial Group's largest new institutional shareholder by number of shares is COREBRIDGE FINANCIAL, INC., purchased 3.47K shares, valued at $88.06K, as of undefined.

Institutional Sold Out

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
CARL P. SHERR & CO., LLC----8,000-100.00%-Jun 30, 2024
HILLSDALE INVESTMENT MANAGEMENT INC.----3,600-100.00%-Jun 30, 2024
AMERICAN INTERNATIONAL GROUP, INC.----2,901-100.00%-Jun 30, 2024
METROPOLITAN LIFE INSURANCE CO/NY----354-100.00%-Jun 30, 2024
RUSSELL INVESTMENTS GROUP, LTD.----19-100.00%-Jun 30, 2024
NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC----1-100.00%-Jun 30, 2024

Bankwell Financial Group's largest sold out institutional shareholder by shares sold is CARL P. SHERR & CO., LLC, sold -8.00K shares, valued at -, as of undefined.

Bankwell Financial Group Mutual Fund Holders


Name% Total AssetsTotal SharesChange AmountChange %Date
PERRITT FUNDS INC0.07%8,000--Jan 31, 2024
BRIDGEWAY FUNDS INC0.01%34,005--Mar 28, 2024
FORUM FUNDS II0.01%10,8891,78019.54%Mar 31, 2024
Vericimetry Funds0.01%515--Mar 31, 2024
VANGUARD VALLEY FORGE FUNDS0.01%2,772--Mar 31, 2024
PFM Multi-Manager Series Trust0.00%1,634--Dec 31, 2023
FIRST TRUST EXCHANGE-TRADED FUND0.00%17,671--Mar 31, 2024
QUANTITATIVE MASTER SERIES LLC0.00%10,372--Mar 31, 2024
DEUTSCHE DWS INVESTMENTS VIT FUNDS0.00%828--Mar 31, 2024
Lattice Strategies Trust0.00%1,789--Mar 31, 2024
HOTCHKIS & WILEY FUNDS /DE/0.00%14,200--Mar 31, 2024
TIAA SEPARATE ACCOUNT VA 10.00%217--Mar 31, 2024
Legg Mason ETF Investment Trust0.00%1,557-1,691-52.06%Mar 31, 2024
VANGUARD INDEX FUNDS0.00%292,279-90,204-23.58%Mar 31, 2024
CLEARWATER INVESTMENT TRUST0.00%5,236--Mar 28, 2024
RBB FUND, INC.0.00%46,1256,70016.99%Feb 29, 2024
SCHWAB CAPITAL TRUST0.00%15,956--Jan 31, 2024
AMERICAN CENTURY ETF TRUST0.00%37,375--Feb 29, 2024
UNIFIED SERIES TRUST0.00%5,000--Mar 31, 2024
FIDELITY CONCORD STREET TRUST0.00%58,7632,7474.90%Feb 29, 2024
DFA INVESTMENT DIMENSIONS GROUP INC0.00%202,07830,51517.79%Jan 31, 2024
Calvert Variable Products, Inc.0.00%423--Mar 31, 2024
Forethought Variable Insurance Trust0.00%631--Mar 28, 2024
Dimensional ETF Trust0.00%48,0852,7776.13%Jan 31, 2024
SunAmerica Specialty Series0.00%55--Apr 30, 2021
VANGUARD INSTITUTIONAL INDEX FUNDS0.00%2,912-265-8.34%Mar 31, 2024
Invesco Exchange-Traded Self-Indexed Fund Trust0.00%16,8006604.09%Feb 29, 2024
TARGET PORTFOLIO TRUST0.00%1,400--Jan 31, 2024
NORTHERN FUNDS0.00%9,523-322-3.27%Mar 28, 2024
Voya VARIABLE PORTFOLIOS INC0.00%1,999--Mar 31, 2024
STATE STREET VARIABLE INSURANCE SERIES FUNDS INC0.00%294--Mar 31, 2024
RBC FUNDS TRUST0.00%7,000--Mar 28, 2024
VALIC Co II0.00%2,000--Feb 28, 2021
Global X Funds0.00%2,541--Jan 31, 2024
Goldman Sachs ETF Trust0.00%5,182-199-3.70%Feb 29, 2024
HC CAPITAL TRUST0.00%1,471--Mar 31, 2024
TIAA-CREF LIFE FUNDS0.00%81--Mar 31, 2024
STATE STREET INSTITUTIONAL INVESTMENT TRUST0.00%1,842--Mar 31, 2024
NATIONWIDE VARIABLE INSURANCE TRUST0.00%2,989--Mar 31, 2024
SA FUNDS INVESTMENT TRUST0.00%326--Mar 31, 2024
MASTER INVESTMENT PORTFOLIO0.00%1,692--Mar 31, 2024
T. Rowe Price Index Trust, Inc.0.00%3846821.52%Mar 31, 2024
iSHARES TRUST0.00%257,836-15,699-5.74%Mar 31, 2024
JPMORGAN TRUST II0.00%15,600--Feb 29, 2024
Columbia Funds Variable Series Trust II0.00%471--Mar 31, 2024
RYDEX SERIES FUNDS0.00%54--Dec 31, 2023
VANGUARD SCOTTSDALE FUNDS0.00%25,8352,81712.24%Feb 29, 2024
NORTHERN LIGHTS FUND TRUST II0.00%141--Mar 31, 2024
EQ ADVISORS TRUST0.00%11,0452202.03%Mar 31, 2024
PGIM ETF TRUST0.00%588--Feb 29, 2024
MAINSTAY VP FUNDS TRUST0.00%1,066--Mar 31, 2024
VALIC Co I0.00%2,260-9-0.40%Feb 29, 2024
PENN SERIES FUNDS INC0.00%200--Mar 28, 2024
RYDEX DYNAMIC FUNDS0.00%27--Dec 31, 2023
ALLSPRING MASTER TRUST0.00%362--Feb 29, 2024
NATIONWIDE MUTUAL FUNDS0.00%706--Jan 31, 2024
MAINSTAY FUNDS TRUST0.00%1,100--Jan 31, 2024
EMPOWER FUNDS, INC.0.00%5,900--Mar 31, 2024
WisdomTree Trust0.00%9,275--Feb 29, 2024
ProFunds0.00%46-3-6.12%Mar 31, 2024
RYDEX VARIABLE TRUST0.00%4--Dec 31, 2023
PROSHARES TRUST0.00%86310313.55%Feb 29, 2024
MORGAN STANLEY PATHWAY FUNDS0.00%327--Feb 29, 2024
USAA MUTUAL FUNDS TRUST0.00%74213121.44%Jan 31, 2024
Janus Detroit Street Trust0.00%405--Jan 31, 2024
TIAA-CREF FUNDS0.00%7,880--Jan 31, 2024
Brinker Capital Destinations Trust0.00%135--Feb 29, 2024
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST0.00%5,504--Mar 31, 2024
Brighthouse Funds Trust II0.00%1,932--Mar 31, 2024
RUSSELL INVESTMENT CO0.00%542--Jan 31, 2024
SUNAMERICA SERIES TRUST0.00%667-3-0.45%Jan 31, 2024
ETF Series Solutions0.00%32--Jan 31, 2024
WILSHIRE MUTUAL FUNDS INC0.00%400--Dec 31, 2023
JOHN HANCOCK VARIABLE INSURANCE TRUST0.00%2,532-311-10.94%Mar 31, 2024
FIDELITY SALEM STREET TRUST0.00%4,248-199-4.47%Mar 31, 2024
Brighthouse Funds Trust I0.00%7,400--Mar 31, 2024
COLUMBIA FUNDS SERIES TRUST I0.00%4,27365918.23%Feb 29, 2024
MASSMUTUAL SELECT FUNDS0.00%801--Dec 31, 2023
Franklin Templeton ETF Trust0.00%143--Mar 31, 2024
SEI INSTITUTIONAL MANAGED TRUST0.00%2,178--Dec 31, 2023
PACIFIC SELECT FUND0.00%2,584-88-3.29%Mar 31, 2024
Bridge Builder Trust0.00%2,712-540-16.61%Mar 31, 2024
GOLDMAN SACHS TRUST0.00%2,063--Jan 31, 2024
BlackRock Variable Series Funds, Inc.0.00%1,001--Mar 31, 2024
AMERICAN BEACON FUNDS0.00%777--Feb 29, 2024
COLLEGE RETIREMENT EQUITIES FUND0.00%190--Mar 31, 2024
Advisors' Inner Circle Fund III0.00%1714466.67%Jan 31, 2024
PRINCIPAL FUNDS, INC.0.00%730-79-9.77%Jan 31, 2024

Bankwell Financial Group's largest mutual fund holder by % of total assets is "PERRITT FUNDS INC", owning 8.00K shares, compromising 0.07% of its total assets.

Bankwell Financial Group Institutional Ownership Trends


Institutional Holdings Trend

DateHoldingsChange %
30 Jun, 2464-
31 Mar, 2464-9.86%
31 Dec, 23715.97%
30 Sep, 2367-1.47%
30 Jun, 23681.49%
31 Mar, 2367-9.46%
31 Dec, 22745.71%
30 Sep, 22704.48%
30 Jun, 226724.07%
31 Mar, 225410.20%
31 Dec, 2149-9.26%
30 Sep, 21545.88%
30 Jun, 21514.08%
31 Mar, 21496.52%
31 Dec, 2046-2.13%
30 Sep, 2047-11.32%
30 Jun, 2053-1.85%
31 Mar, 2054-3.57%
31 Dec, 19561.82%
30 Sep, 1955-3.51%
30 Jun, 19571.79%
31 Mar, 1956-6.67%
31 Dec, 18609.09%
30 Sep, 18551.85%
30 Jun, 18541.89%
31 Mar, 1853-11.67%
31 Dec, 176020.00%
30 Sep, 17504.17%
30 Jun, 17482.13%
31 Mar, 1747-11.32%
31 Dec, 165315.22%
30 Sep, 164612.20%
30 Jun, 164151.85%
31 Mar, 16278.00%
31 Dec, 1525-3.85%
30 Sep, 152613.04%
30 Jun, 15239.52%
31 Mar, 1521-4.55%
31 Dec, 142222.22%
30 Sep, 141828.57%
30 Jun, 1414-

As of 30 Jun 24, 64 institutions are holding Bankwell Financial Group's shares, representing an increase of 0.00% compared to the previous quarter.

Shares Outstanding Trend

DateShares OutstandingChange %
30 Jun, 242,742,7790.90%
31 Mar, 242,718,235-4.25%
31 Dec, 232,838,8998.66%
30 Sep, 232,612,7421.79%
30 Jun, 232,566,8330.84%
31 Mar, 232,545,547-3.07%
31 Dec, 222,626,1821.73%
30 Sep, 222,581,431-1.36%
30 Jun, 222,617,1309.10%
31 Mar, 222,398,766-3.97%
31 Dec, 212,497,807-5.05%
30 Sep, 212,630,7850.04%
30 Jun, 212,629,725-15.91%
31 Mar, 213,127,382-20.61%
31 Dec, 203,939,0521.91%
30 Sep, 203,865,347-5.47%
30 Jun, 204,088,92319.25%
31 Mar, 203,428,837-18.52%
31 Dec, 194,208,4131.42%
30 Sep, 194,149,333-0.95%
30 Jun, 194,189,0790.81%
31 Mar, 194,155,5220.48%
31 Dec, 184,135,5978.33%
30 Sep, 183,817,7241.39%
30 Jun, 183,765,277-2.51%
31 Mar, 183,862,1011.00%
31 Dec, 173,823,8702.60%
30 Sep, 173,726,8982.03%
30 Jun, 173,652,6001.63%
31 Mar, 173,594,08211.57%
31 Dec, 163,221,2732.98%
30 Sep, 163,127,951-0.15%
30 Jun, 163,132,55119.43%
31 Mar, 162,622,8743.17%
31 Dec, 152,542,368-63.23%
30 Sep, 156,914,100194.25%
30 Jun, 152,349,776-0.36%
31 Mar, 152,358,2731.60%
31 Dec, 142,321,1776.24%
30 Sep, 142,184,8955.67%
30 Jun, 142,067,738-

Bankwell Financial Group (BWFG) has 2.74M shares outstanding as of 30 Jun 24, up 0.90% compared to the previous quarter.

Institutional Ownership Trend

DateOwnership %Change %
30 Jun, 2435.79%2.80%
31 Mar, 2435.75%2.56%
31 Dec, 2337.36%3.16%
30 Sep, 2334.41%2.98%
30 Jun, 2333.98%2.99%
31 Mar, 2333.69%2.79%
31 Dec, 2234.72%2.97%
30 Sep, 2234.17%2.85%
30 Jun, 2234.63%3.51%
31 Mar, 2231.41%2.95%
31 Dec, 2132.61%2.78%
30 Sep, 2134.26%2.95%
30 Jun, 2134.05%2.10%
31 Mar, 2140.31%1.55%
31 Dec, 2050.97%2.03%
30 Sep, 2050.06%1.78%
30 Jun, 2053.00%2.71%
31 Mar, 2044.24%1.50%
31 Dec, 1954.25%1.89%
30 Sep, 1953.54%1.84%
30 Jun, 1953.89%1.88%
31 Mar, 1953.55%1.88%
31 Dec, 1853.37%2.19%
30 Sep, 1849.34%2.08%
30 Jun, 1848.75%1.93%
31 Mar, 1850.31%1.97%
31 Dec, 1750.50%2.09%
30 Sep, 1749.12%2.10%
30 Jun, 1748.37%2.12%
31 Mar, 1747.76%2.53%
31 Dec, 1643.42%2.43%
30 Sep, 1642.29%2.35%
30 Jun, 1642.40%3.36%
31 Mar, 1635.54%2.83%
31 Dec, 1535.46%0.37%
30 Sep, 1598.15%8.82%
30 Jun, 1533.37%2.96%
31 Mar, 1533.55%3.05%
31 Dec, 1433.17%2.98%
30 Sep, 1433.36%2.03%
30 Jun, 1440.54%-

As of 30 Jun 24, Bankwell Financial Group is held by 35.79% institutional shareholders, representing a 2.80% growth compared to 31 Mar 24.

Institutional Increased Positions Trend

DateIncreased PositionsChange %
30 Jun, 243559.09%
31 Mar, 2422-38.89%
31 Dec, 233638.46%
30 Sep, 2326-13.33%
30 Jun, 2330-
31 Mar, 2330-26.83%
31 Dec, 224132.26%
30 Sep, 2231-26.19%
30 Jun, 224231.25%
31 Mar, 223268.42%
31 Dec, 2119-24.00%
30 Sep, 21254.17%
30 Jun, 21249.09%
31 Mar, 212222.22%
31 Dec, 201863.64%
30 Sep, 2011-57.69%
30 Jun, 202618.18%
31 Mar, 2022-15.38%
31 Dec, 19268.33%
30 Sep, 1924-25.00%
30 Jun, 193233.33%
31 Mar, 1924-11.11%
31 Dec, 182712.50%
30 Sep, 1824-27.27%
30 Jun, 183337.50%
31 Mar, 1824-38.46%
31 Dec, 173944.44%
30 Sep, 17278.00%
30 Jun, 172513.64%
31 Mar, 1722-12.00%
31 Dec, 162525.00%
30 Sep, 1620-31.03%
30 Jun, 162961.11%
31 Mar, 1618-
31 Dec, 151850.00%
30 Sep, 15129.09%
30 Jun, 151122.22%
31 Mar, 15912.50%
31 Dec, 148-33.33%
30 Sep, 1412-14.29%
30 Jun, 1414-

35 institutional shareholders have increased their position in BWFG stock as of 30 Jun 24 compared to 22 in the previous quarter (a 59.09% increase).

Institutional Reduced Positions Trend

DateReduced PositionsChange %
30 Jun, 2419-17.39%
31 Mar, 242353.33%
31 Dec, 2315-25.00%
30 Sep, 2320-23.08%
30 Jun, 232630.00%
31 Mar, 23205.26%
31 Dec, 2219-9.52%
30 Sep, 222190.91%
30 Jun, 2211-8.33%
31 Mar, 2212-20.00%
31 Dec, 211515.38%
30 Sep, 2113-27.78%
30 Jun, 211820.00%
31 Mar, 21157.14%
31 Dec, 2014-33.33%
30 Sep, 202150.00%
30 Jun, 2014-36.36%
31 Mar, 202257.14%
31 Dec, 1914-6.67%
30 Sep, 191515.38%
30 Jun, 191344.44%
31 Mar, 199-43.75%
31 Dec, 18166.67%
30 Sep, 181566.67%
30 Jun, 189-30.77%
31 Mar, 18138.33%
31 Dec, 171233.33%
30 Sep, 179-18.18%
30 Jun, 1711-15.38%
31 Mar, 171362.50%
31 Dec, 168-27.27%
30 Sep, 1611120.00%
30 Jun, 165-
31 Mar, 165150.00%
31 Dec, 152-66.67%
30 Sep, 156100.00%
30 Jun, 15350.00%
31 Mar, 152-50.00%
31 Dec, 144300.00%
30 Sep, 141-
30 Jun, 14--

19 institutional shareholders have reduced their position in BWFG stock as of 30 Jun 24 compared to 23 in the previous quarter (a -17.39% decrease).

All Institutional Ownership Trend Data

DateHoldingsChange %Shares OutstandingChange %Ownership %Change %Increased PositionsChange %Reduced PositionsChange %
30 Jun, 2464-2,742,7790.90%35.79%2.80%3559.09%19-17.39%
31 Mar, 2464-9.86%2,718,235-4.25%35.75%2.56%22-38.89%2353.33%
31 Dec, 23715.97%2,838,8998.66%37.36%3.16%3638.46%15-25.00%
30 Sep, 2367-1.47%2,612,7421.79%34.41%2.98%26-13.33%20-23.08%
30 Jun, 23681.49%2,566,8330.84%33.98%2.99%30-2630.00%
31 Mar, 2367-9.46%2,545,547-3.07%33.69%2.79%30-26.83%205.26%
31 Dec, 22745.71%2,626,1821.73%34.72%2.97%4132.26%19-9.52%
30 Sep, 22704.48%2,581,431-1.36%34.17%2.85%31-26.19%2190.91%
30 Jun, 226724.07%2,617,1309.10%34.63%3.51%4231.25%11-8.33%
31 Mar, 225410.20%2,398,766-3.97%31.41%2.95%3268.42%12-20.00%
31 Dec, 2149-9.26%2,497,807-5.05%32.61%2.78%19-24.00%1515.38%
30 Sep, 21545.88%2,630,7850.04%34.26%2.95%254.17%13-27.78%
30 Jun, 21514.08%2,629,725-15.91%34.05%2.10%249.09%1820.00%
31 Mar, 21496.52%3,127,382-20.61%40.31%1.55%2222.22%157.14%
31 Dec, 2046-2.13%3,939,0521.91%50.97%2.03%1863.64%14-33.33%
30 Sep, 2047-11.32%3,865,347-5.47%50.06%1.78%11-57.69%2150.00%
30 Jun, 2053-1.85%4,088,92319.25%53.00%2.71%2618.18%14-36.36%
31 Mar, 2054-3.57%3,428,837-18.52%44.24%1.50%22-15.38%2257.14%
31 Dec, 19561.82%4,208,4131.42%54.25%1.89%268.33%14-6.67%
30 Sep, 1955-3.51%4,149,333-0.95%53.54%1.84%24-25.00%1515.38%
30 Jun, 19571.79%4,189,0790.81%53.89%1.88%3233.33%1344.44%
31 Mar, 1956-6.67%4,155,5220.48%53.55%1.88%24-11.11%9-43.75%
31 Dec, 18609.09%4,135,5978.33%53.37%2.19%2712.50%166.67%
30 Sep, 18551.85%3,817,7241.39%49.34%2.08%24-27.27%1566.67%
30 Jun, 18541.89%3,765,277-2.51%48.75%1.93%3337.50%9-30.77%
31 Mar, 1853-11.67%3,862,1011.00%50.31%1.97%24-38.46%138.33%
31 Dec, 176020.00%3,823,8702.60%50.50%2.09%3944.44%1233.33%
30 Sep, 17504.17%3,726,8982.03%49.12%2.10%278.00%9-18.18%
30 Jun, 17482.13%3,652,6001.63%48.37%2.12%2513.64%11-15.38%
31 Mar, 1747-11.32%3,594,08211.57%47.76%2.53%22-12.00%1362.50%
31 Dec, 165315.22%3,221,2732.98%43.42%2.43%2525.00%8-27.27%
30 Sep, 164612.20%3,127,951-0.15%42.29%2.35%20-31.03%11120.00%
30 Jun, 164151.85%3,132,55119.43%42.40%3.36%2961.11%5-
31 Mar, 16278.00%2,622,8743.17%35.54%2.83%18-5150.00%
31 Dec, 1525-3.85%2,542,368-63.23%35.46%0.37%1850.00%2-66.67%
30 Sep, 152613.04%6,914,100194.25%98.15%8.82%129.09%6100.00%
30 Jun, 15239.52%2,349,776-0.36%33.37%2.96%1122.22%350.00%
31 Mar, 1521-4.55%2,358,2731.60%33.55%3.05%912.50%2-50.00%
31 Dec, 142222.22%2,321,1776.24%33.17%2.98%8-33.33%4300.00%
30 Sep, 141828.57%2,184,8955.67%33.36%2.03%12-14.29%1-
30 Jun, 1414-2,067,738-40.54%-14---

Bankwell Financial Group Insider Shareholders Trades


Open Market Insider Trades

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Jul 31, 2024Leitao Kevin Ddirector-P-PurchaseBuy2,500$26.83$67.08K2,500
Jul 03, 2024Hildebrand Ryan Jasonofficer Chief Innovation OfficerS-SaleSell1,448$25.02$36.23K1,885
Jul 03, 2024Chivily Christineofficer EVP & Chief Credit OfficerS-SaleSell750$24.99$18.74K16,264
Jun 12, 2024Dunne Jeffrey Rdirector-P-PurchaseBuy37$23.97$886.892,734
Jun 12, 2024Dunne Jeffrey Rdirector-P-PurchaseBuy204$23.99$4.89K2,697
Jun 12, 2024Porto Carl Mdirector-P-PurchaseBuy38$23.97$910.8618,068
Jun 12, 2024Porto Carl Mdirector-P-PurchaseBuy212$24.00$5.09K18,030
Jun 12, 2024SEIDMAN LAWRENCE Bdirector-P-PurchaseBuy40$23.97$958.801,184
Jun 12, 2024SEIDMAN LAWRENCE Bdirector-P-PurchaseBuy221$24.00$5.30K1,144
Jun 12, 2024Drexler Blake Sdirector-P-PurchaseBuy3$23.97$71.9135,851
Jun 12, 2024Drexler Blake Sdirector-P-PurchaseBuy14$24.08$337.1235,848
Jun 12, 2024Dale Eric Jdirector-P-PurchaseBuy63$23.97$1.51K35,976
Jun 12, 2024Dale Eric Jdirector-P-PurchaseBuy348$24.00$8.35K35,913
Jun 10, 2024Dale Eric Jdirector-P-PurchaseBuy349$24.46$8.54K35,565
Jun 10, 2024Dale Eric Jdirector-P-PurchaseBuy174$24.79$4.31K35,216
Jun 10, 2024Drexler Blake Sdirector-P-PurchaseBuy14$24.45$342.3035,834
Jun 10, 2024Drexler Blake Sdirector-P-PurchaseBuy7$24.76$173.3235,820
Jun 10, 2024Dunne Jeffrey Rdirector-P-PurchaseBuy204$24.46$4.99K2,493
Jun 10, 2024Dunne Jeffrey Rdirector-P-PurchaseBuy102$24.78$2.53K2,289

Open Market Insider Buys

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Jul 31, 2024Leitao Kevin Ddirector-P-PurchaseBuy2,500$26.83$67.08K2,500
Jun 12, 2024Dunne Jeffrey Rdirector-P-PurchaseBuy37$23.97$886.892,734
Jun 12, 2024Dunne Jeffrey Rdirector-P-PurchaseBuy204$23.99$4.89K2,697
Jun 12, 2024Porto Carl Mdirector-P-PurchaseBuy38$23.97$910.8618,068
Jun 12, 2024Porto Carl Mdirector-P-PurchaseBuy212$24.00$5.09K18,030
Jun 12, 2024SEIDMAN LAWRENCE Bdirector-P-PurchaseBuy40$23.97$958.801,184
Jun 12, 2024SEIDMAN LAWRENCE Bdirector-P-PurchaseBuy221$24.00$5.30K1,144
Jun 12, 2024Drexler Blake Sdirector-P-PurchaseBuy3$23.97$71.9135,851
Jun 12, 2024Drexler Blake Sdirector-P-PurchaseBuy14$24.08$337.1235,848
Jun 12, 2024Dale Eric Jdirector-P-PurchaseBuy63$23.97$1.51K35,976
Jun 12, 2024Dale Eric Jdirector-P-PurchaseBuy348$24.00$8.35K35,913
Jun 10, 2024Dale Eric Jdirector-P-PurchaseBuy349$24.46$8.54K35,565
Jun 10, 2024Dale Eric Jdirector-P-PurchaseBuy174$24.79$4.31K35,216
Jun 10, 2024Drexler Blake Sdirector-P-PurchaseBuy14$24.45$342.3035,834
Jun 10, 2024Drexler Blake Sdirector-P-PurchaseBuy7$24.76$173.3235,820
Jun 10, 2024Dunne Jeffrey Rdirector-P-PurchaseBuy204$24.46$4.99K2,493
Jun 10, 2024Dunne Jeffrey Rdirector-P-PurchaseBuy102$24.78$2.53K2,289

Insider Sells

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Jul 03, 2024Hildebrand Ryan Jasonofficer Chief Innovation OfficerS-SaleSell1,448$25.02$36.23K1,885
Jul 03, 2024Chivily Christineofficer EVP & Chief Credit OfficerS-SaleSell750$24.99$18.74K16,264

All Insider Owners Trades

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Jul 31, 2024Leitao Kevin Ddirector-P-PurchaseBuy2,500$26.83$67.08K2,500
Jul 10, 2024Leitao Kevin Ddirector Buy----
Jul 03, 2024Hildebrand Ryan Jasonofficer Chief Innovation OfficerS-SaleSell1,448$25.02$36.23K1,885
Jul 03, 2024Chivily Christineofficer EVP & Chief Credit OfficerS-SaleSell750$24.99$18.74K16,264
Jun 12, 2024Dunne Jeffrey Rdirector-P-PurchaseBuy37$23.97$886.892,734
Jun 12, 2024Dunne Jeffrey Rdirector-P-PurchaseBuy204$23.99$4.89K2,697
Jun 12, 2024Porto Carl Mdirector-P-PurchaseBuy38$23.97$910.8618,068
Jun 12, 2024Porto Carl Mdirector-P-PurchaseBuy212$24.00$5.09K18,030
Jun 12, 2024SEIDMAN LAWRENCE Bdirector-P-PurchaseBuy40$23.97$958.801,184
Jun 12, 2024SEIDMAN LAWRENCE Bdirector-P-PurchaseBuy221$24.00$5.30K1,144
Jun 12, 2024Drexler Blake Sdirector-P-PurchaseBuy3$23.97$71.9135,851
Jun 12, 2024Drexler Blake Sdirector-P-PurchaseBuy14$24.08$337.1235,848
Jun 12, 2024Dale Eric Jdirector-P-PurchaseBuy63$23.97$1.51K35,976
Jun 12, 2024Dale Eric Jdirector-P-PurchaseBuy348$24.00$8.35K35,913
Jun 10, 2024Dale Eric Jdirector-P-PurchaseBuy349$24.46$8.54K35,565
Jun 10, 2024Dale Eric Jdirector-P-PurchaseBuy174$24.79$4.31K35,216
Jun 10, 2024Drexler Blake Sdirector-P-PurchaseBuy14$24.45$342.3035,834
Jun 10, 2024Drexler Blake Sdirector-P-PurchaseBuy7$24.76$173.3235,820
Jun 10, 2024Dunne Jeffrey Rdirector-P-PurchaseBuy204$24.46$4.99K2,493
Jun 10, 2024Dunne Jeffrey Rdirector-P-PurchaseBuy102$24.78$2.53K2,289

The last insider sell of Bankwell Financial Group's stock was made by Hildebrand Ryan Jason on Jul 03 2024, selling 1,448 shares at $25.02 per share (valued at $36.23K). The last insider buy of BWFG was made by Leitao Kevin D on Jul 31 2024, buying 2,500 shares at $26.83 per share (worth $67.08K).

Bankwell Financial Group Insider Ownership Trends


All Insider Trades Trend

DateBuySellBuy/Sell Ratio
Q3 20241250.00%
Q2 2024335660.00%
Q1 20242221104.76%
Q4 20233021500.00%
Q3 20232321150.00%
Q2 202320--
Q1 20233914278.57%
Q4 20223921950.00%
Q3 2022184450.00%
Q2 202223--
Q1 2022368450.00%
Q4 20215722850.00%
Q3 20212212200.00%
Q2 202130--
Q1 20212910290.00%
Q4 2020359388.89%
Q3 2020162800.00%
Q2 202044--
Q1 2020344850.00%
Q4 2019144350.00%

1 total buy trades, and 2 total sell trades (buy/sell ratio of 0.50%) were made by Bankwell Financial Group's insiders, as of Q3 2024.

Open Market Insider Trades Trend

DateBuySellBuy/Sell Ratio
Q3 20241250.00%
Q2 2024335660.00%
Q1 202415--
Q4 20231011000.00%
Q3 20232121050.00%
Q2 202320--
Q1 202324--
Q4 20222212200.00%
Q3 2022164400.00%
Q2 202223--
Q1 202226--
Q4 20214414400.00%
Q3 202122--
Q2 202130--
Q1 2021233766.67%
Q4 202023--
Q3 20201611600.00%
Q2 202043--
Q1 20202212200.00%
Q4 2019---

As of Q3 2024, Insider owners conducted 1 open market buy trades and 2 open market sell trades of Bankwell Financial Group's stocks.

Bankwell Financial Group Peer Ownership


TickerCompany
OFEDOconee Federal Financial Corp.
LSBKLake Shore Bancorp, Inc.
PLBCPlumas Bancorp
FNWDFinward Bancorp
CWBCCommunity West Bancshares
HMNFHMN Financial, Inc.
HVBCHV Bancorp, Inc.
NKSHNational Bankshares, Inc.
FBMSThe First Bancshares, Inc.
HFBLHome Federal Bancorp, Inc. of Louisiana
RBKBRhinebeck Bancorp, Inc.
FRAFFranklin Financial Services Corporation

BWFG Ownership FAQ


Bankwell Financial Group is owned by institutional shareholders (35.79%), insiders (11.64%), and public (52.57%). The largest institutional shareholder of Bankwell Financial Group is BLACKROCK INC. (5.65% of total shares) and the top mutual fund owner is PERRITT FUNDS INC (0.07% of total shares).

Bankwell Financial Group's major institutional shareholders are BLACKROCK INC., VANGUARD GROUP INC, BANC FUNDS CO LLC, DIMENSIONAL FUND ADVISORS LP, and RENAISSANCE TECHNOLOGIES LLC. The top five shareholders own together 19.20% of the company's share outstanding.

As of Jun 2024, there are 64 institutional shareholders of Bankwell Financial Group.

BLACKROCK INC owns 433.11K shares of Bankwell Financial Group, representing 5.65% of the company's total shares outstanding, valued at $10.99M (as of Jun 2024).

As of Jun 2024, VANGUARD GROUP INC holds 332.39K shares of Bankwell Financial Group (BWFG), compromising 4.34% of the company, valued at $8.43M.

BANC FUNDS CO LLC is the third largest holder of Bankwell Financial Group. The company owns 282.62K of the company's shares outstanding (worth $7.17M).