Norwood Financial Ownership | Who Owns Norwood Financial?

Norwood Financial Ownership Summary

Norwood Financial is owned by 23.39% institutional investors, 9.57% insiders, and 67.04% retail investors. Blackrock is the largest institutional shareholder, holding 6.85% of NWFL shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 2.89% of its assets in Norwood Financial shares.

NWFL Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Norwood Financial	23.39%	9.57%	67.04%
Sector	Financial Services Stocks	43.55%	12.63%	43.82%
Industry	Regional Banks Stocks	49.57%	11.62%	38.81%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Blackrock	551.74K	6.85%	$14.00M
Vanguard group	381.28K	4.73%	$9.68M
Geode capital management	166.57K	2.07%	$4.23M
Dimensional fund advisors lp	100.07K	1.24%	$2.54M
State street	97.49K	1.21%	$2.47M
Cetera investment advisers	84.92K	1.05%	$2.16M
Northern trust	63.24K	0.78%	$1.61M
Raymond james financial services advisors	48.01K	0.60%	$1.22M
Renaissance	43.88K	0.54%	$1.11M
Bank of new york mellon	30.66K	0.38%	$778.08K

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Eagle wealth strategies	23.53K	0.48%	$597.14K
Minerva advisors	13.68K	0.23%	$342.71K
John g ullman & associates	21.91K	0.08%	$556.00K
Peoples financial services	3.56K	0.04%	$90.19K
Strategic financial services	24.28K	0.04%	$616.33K
Bridgeway capital management	29.33K	0.02%	$744.39K
Community bank, n.a.	3.99K	0.01%	$101.28K
Cetera investment advisers	84.92K	0.01%	$2.16M
Bangor savings bank	1.68K	0.00%	$42.51K
Stone house investment management	379.00	0.00%	$9.61K

Top Buyers

Holder	Shares	% Assets	Change
Cetera investment advisers	84.92K	0.01%	61.25K
Blackrock	551.74K	0.00%	8.88K
Geode capital management	166.57K	0.00%	8.49K
Corebridge financial	4.01K	0.00%	4.01K
Mirae asset global etfs	3.25K	0.00%	3.25K

Top Sellers

Holder	Shares	% Assets	Change
Citadel advisors	-	-	-13.96K
Jpmorgan chase	3.97K	-	-10.12K
Wealth enhancement advisory services	-	-	-7.85K
Ubs group	2.30K	-	-5.00K
Deutsche bank ag\	-	-	-4.34K

New Positions

Holder	Shares	% Assets	Change	Value
Corebridge financial	4.01K	0.00%	4.01K	$101.90K
Mirae asset global etfs	3.25K	0.00%	3.25K	$82.59K
Russell investments group	794.00	-	794.00	$20.15K
Creative financial designs inc /adv	81.00	0.00%	81.00	$2.06K

Sold Out

Holder	Change
Nelson, van denburg & campbell wealth management group	-1.00
Metropolitan life insurance co/ny	-411.00
American group	-3.59K
Deutsche bank ag\	-4.34K
Wealth enhancement advisory services	-7.85K

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Jun 30, 2024	51	-7.27%	1,885,143	-17.90%	23	2.88%	21	-	15	-28.57%
Mar 31, 2024	55	3.77%	2,296,079	1.97%	28	3.70%	21	-25.00%	21	75.00%
Dec 31, 2023	53	-	2,251,689	5.43%	27	3.92%	28	27.27%	12	-25.00%
Sep 30, 2023	53	3.92%	2,135,814	0.12%	26	3.80%	22	-31.25%	16	100.00%
Jun 30, 2023	51	8.51%	2,133,161	25.67%	26	6.07%	32	60.00%	8	-38.46%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Vanguard Total Stock Mkt Idx Inv	233.55K	2.89%	-
iShares Russell 2000 ETF	183.96K	2.27%	-420.00
Vanguard Institutional Extnd Mkt Idx Tr	101.05K	1.25%	-
Fidelity Small Cap Index	76.89K	0.95%	-260.00
iShares Russell 2000 Value ETF	71.44K	0.88%	-
Fidelity Extended Market Index	42.43K	0.52%	561.00
Vanguard Russell 2000 ETF	32.77K	0.41%	-204.00
State St Russell Sm Cap® Indx SL Cl I	27.90K	0.34%	-
Bridgeway Ultra-Small Company Market	24.92K	0.31%	-
iShares Core S&P Total US Stock Mkt ETF	23.22K	0.29%	-

Recent Insider Transactions

Date	Name	Role	Activity	Value
Sep 10, 2024	Schmalzle Ronald R	-	Buy	$199.80K
Aug 14, 2024	McCaffery John Martin JR	EVP & CFO	Buy	$5.00K
Aug 13, 2024	McCaffery John Martin JR	EVP & CFO	Buy	$5.03K
Aug 12, 2024	McCaffery John Martin JR	EVP & CFO	Buy	$3.70K
Aug 09, 2024	McCaffery John Martin JR	EVP & CFO	Buy	$5.78K

Insider Transactions Trends

Date	Buy	Sell
2024 Q3	12	-
2024 Q2	4	-
2024 Q1	1	-
2023 Q4	2	1
2023 Q2	5	-

NWFL Ownership FAQ

Who Owns Norwood Financial?

Norwood Financial shareholders are primarily institutional investors at 23.39%, followed by 9.57% insiders and 67.04% retail investors. The average institutional ownership in Norwood Financial's industry, Regional Banks Stocks, is 49.57%, which Norwood Financial falls below.

Who owns the most shares of Norwood Financial?

Norwood Financial’s largest shareholders are Blackrock (551.74K shares, 6.85%), Vanguard group (381.28K shares, 4.73%), and Geode capital management (166.57K shares, 2.07%). Together, they hold 13.64% of Norwood Financial’s total shares outstanding.

Does Blackrock own Norwood Financial?

Yes, BlackRock owns 6.85% of Norwood Financial, totaling 551.74K shares as of Jun 2024. This represents 0.00% of BlackRock's total assets, with a market value of 14M$. In the last quarter, BlackRock increased its holdings by 8.88K shares, a 1.63% change.

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

Eagle wealth strategies is Norwood Financial’s biggest shareholder by percentage of total assets invested, with 0.48% of its assets in 23.53K Norwood Financial shares, valued at 597.14K$.

Who is the top mutual fund holder of Norwood Financial shares?

Vanguard Total Stock Mkt Idx Inv is the top mutual fund holder of Norwood Financial shares, with 2.89% of its total shares outstanding invested in 233.55K Norwood Financial shares.

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