Norwood Financial Ownership | Who Owns Norwood Financial?
Norwood Financial Ownership Summary
Norwood Financial is owned by 24.65% institutional investors, 9.57% insiders, and 65.78% 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 | 24.65% | 9.57% | 65.78% |
| Sector | Financial Services Stocks | 49.66% | 13.98% | 36.36% |
| Industry | Regional Banks Stocks | 51.67% | 12.06% | 36.27% |
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 % |
|---|---|---|---|---|---|---|---|---|---|---|
| Sep 30, 2024 | 58 | 13.73% | 1,982,982 | 5.19% | 24 | 4.51% | 33 | 57.14% | 12 | -20.00% |
| 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% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Total Stock Mkt Idx Inv | 233.55K | 2.89% | - |
| iShares Russell 2000 ETF | 198.18K | 2.45% | -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 | 73.46K | 0.91% | 94.00 |
| 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 | 23.73K | 0.29% | -1.18K |
| iShares Core S&P Total US Stock Mkt ETF | 23.38K | 0.29% | 22.00 |
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
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