Norwood Financial Ownership 2024 | Who Owns Norwood Financial Now?
Institutional Ownership
22.34%
Insider Ownership
9.58%
Retail Ownership
68.09%
Institutional Holders
50.00
Norwood Financial Institutional Shareholders
Institutional Shareholders by % of Total Shares
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
BLACKROCK INC. | 6.85% | 0.00% | 551,738 | 8,875 | 1.63% | 14,003,111 | Jun 30, 2024 |
VANGUARD GROUP INC | 4.73% | 0.00% | 381,277 | 1,430 | 0.38% | 9,676,810 | Jun 30, 2024 |
GEODE CAPITAL MANAGEMENT, LLC | 2.07% | 0.00% | 166,571 | 8,490 | 5.37% | 4,228,066 | Jun 30, 2024 |
DIMENSIONAL FUND ADVISORS LP | 1.24% | 0.00% | 100,067 | -2,341 | -2.29% | 2,539,514 | Jun 30, 2024 |
STATE STREET CORP | 1.21% | 0.00% | 97,487 | 213 | 0.22% | 2,474,220,000 | Jun 30, 2024 |
NORTHERN TRUST CORP | 0.78% | 0.00% | 63,239 | -3,082 | -4.65% | 1,605,007,000 | Jun 30, 2024 |
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. | 0.60% | 0.00% | 48,011 | 2,405 | 5.27% | 1,218,526 | Jun 30, 2024 |
RENAISSANCE TECHNOLOGIES LLC | 0.54% | 0.00% | 43,875 | - | - | 1,113,548 | Jun 30, 2024 |
BANK OF NEW YORK MELLON CORP | 0.38% | 0.00% | 30,657 | 2,563 | 9.12% | 778,079 | Jun 30, 2024 |
BRIDGEWAY CAPITAL MANAGEMENT, LLC | 0.36% | 0.02% | 29,330 | - | - | 744,395 | Jun 30, 2024 |
COMMONWEALTH EQUITY SERVICES, LLC | 0.33% | 0.00% | 26,877 | 69 | 0.26% | 682,000 | Jun 30, 2024 |
STRATEGIC FINANCIAL SERVICES, INC, | 0.30% | 0.04% | 24,284 | -1,500 | -5.82% | 616,328 | Jun 30, 2024 |
EAGLE WEALTH STRATEGIES LLC | 0.29% | 0.48% | 23,528 | - | - | 597,141 | Jun 30, 2024 |
JOHN G ULLMAN & ASSOCIATES INC | 0.27% | 0.08% | 21,907 | -1,453 | -6.22% | 556,000 | Jun 30, 2024 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 0.25% | 0.00% | 19,937 | - | - | 506,001 | Jun 30, 2024 |
MORGAN STANLEY | 0.21% | - | 17,062 | -3,113 | -15.43% | 433,050 | Jun 30, 2024 |
INVESCO LTD. | 0.17% | 0.00% | 13,971 | 23 | 0.16% | 354,584 | Jun 30, 2024 |
MINERVA ADVISORS LLC | 0.17% | 0.23% | 13,681 | - | - | 342,709 | Jun 30, 2024 |
PNC FINANCIAL SERVICES GROUP, INC. | 0.17% | 0.00% | 13,439 | - | - | 341,082 | Jun 30, 2024 |
NUVEEN ASSET MANAGEMENT, LLC | 0.16% | 0.00% | 13,214 | - | - | 335,372 | Jun 30, 2024 |
Institutional Shareholders by % of Total Assets
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
EAGLE WEALTH STRATEGIES LLC | 0.29% | 0.48% | 23,528 | - | - | 597,141 | Jun 30, 2024 |
MINERVA ADVISORS LLC | 0.17% | 0.23% | 13,681 | - | - | 342,709 | Jun 30, 2024 |
JOHN G ULLMAN & ASSOCIATES INC | 0.27% | 0.08% | 21,907 | -1,453 | -6.22% | 556,000 | Jun 30, 2024 |
PEOPLES FINANCIAL SERVICES CORP. | 0.04% | 0.04% | 3,555 | - | - | 90,189 | Jun 30, 2024 |
STRATEGIC FINANCIAL SERVICES, INC, | 0.30% | 0.04% | 24,284 | -1,500 | -5.82% | 616,328 | Jun 30, 2024 |
BRIDGEWAY CAPITAL MANAGEMENT, LLC | 0.36% | 0.02% | 29,330 | - | - | 744,395 | Jun 30, 2024 |
COMMUNITY BANK, N.A. | 0.05% | 0.01% | 3,992 | - | - | 101,276 | Jun 30, 2024 |
BANGOR SAVINGS BANK | 0.02% | 0.00% | 1,675 | 119 | 7.65% | 42,505 | Jun 30, 2024 |
STONE HOUSE INVESTMENT MANAGEMENT, LLC | 0.00% | 0.00% | 379 | - | - | 9,611 | Jun 30, 2024 |
RENAISSANCE TECHNOLOGIES LLC | 0.54% | 0.00% | 43,875 | - | - | 1,113,548 | Jun 30, 2024 |
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. | 0.60% | 0.00% | 48,011 | 2,405 | 5.27% | 1,218,526 | Jun 30, 2024 |
TOWER RESEARCH CAPITAL LLC (TRC) | 0.04% | 0.00% | 2,856 | 2,780 | 3657.89% | 72,485 | Jun 30, 2024 |
COMMONWEALTH EQUITY SERVICES, LLC | 0.33% | 0.00% | 26,877 | 69 | 0.26% | 682,000 | Jun 30, 2024 |
DIMENSIONAL FUND ADVISORS LP | 1.24% | 0.00% | 100,067 | -2,341 | -2.29% | 2,539,514 | Jun 30, 2024 |
METLIFE INVESTMENT MANAGEMENT, LLC | 0.05% | 0.00% | 4,376 | 411 | 10.37% | 111,063 | Jun 30, 2024 |
COREBRIDGE FINANCIAL, INC. | 0.05% | 0.00% | 4,015 | 4,015 | 100.00% | 101,901 | Jun 30, 2024 |
AMERITAS INVESTMENT PARTNERS, INC. | 0.01% | 0.00% | 609 | - | - | 15,456 | Jun 30, 2024 |
GEODE CAPITAL MANAGEMENT, LLC | 2.07% | 0.00% | 166,571 | 8,490 | 5.37% | 4,228,066 | Jun 30, 2024 |
BLACKROCK INC. | 6.85% | 0.00% | 551,738 | 8,875 | 1.63% | 14,003,111 | Jun 30, 2024 |
NORTHERN TRUST CORP | 0.78% | 0.00% | 63,239 | -3,082 | -4.65% | 1,605,007,000 | Jun 30, 2024 |
Institutional Buyers
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
BLACKROCK INC. | 6.85% | 0.00% | 551,738 | 8,875 | 1.63% | 14,003,111 | Jun 30, 2024 |
GEODE CAPITAL MANAGEMENT, LLC | 2.07% | 0.00% | 166,571 | 8,490 | 5.37% | 4,228,066 | Jun 30, 2024 |
COREBRIDGE FINANCIAL, INC. | 0.05% | 0.00% | 4,015 | 4,015 | 100.00% | 101,901 | Jun 30, 2024 |
MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 0.04% | 0.00% | 3,254 | 3,254 | 100.00% | 82,587 | Jun 30, 2024 |
TOWER RESEARCH CAPITAL LLC (TRC) | 0.04% | 0.00% | 2,856 | 2,780 | 3657.89% | 72,485 | Jun 30, 2024 |
BANK OF NEW YORK MELLON CORP | 0.38% | 0.00% | 30,657 | 2,563 | 9.12% | 778,079 | Jun 30, 2024 |
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. | 0.60% | 0.00% | 48,011 | 2,405 | 5.27% | 1,218,526 | Jun 30, 2024 |
BANK OF AMERICA CORP /DE/ | 0.07% | - | 6,026 | 1,866 | 44.86% | 152,940 | Jun 30, 2024 |
VANGUARD GROUP INC | 4.73% | 0.00% | 381,277 | 1,430 | 0.38% | 9,676,810 | Jun 30, 2024 |
RUSSELL INVESTMENTS GROUP, LTD. | 0.01% | - | 794 | 794 | 100.00% | 20,151 | Jun 30, 2024 |
WELLS FARGO & COMPANY/MN | 0.04% | - | 3,278 | 704 | 27.35% | 83,199 | Jun 30, 2024 |
ROYAL BANK OF CANADA | 0.11% | - | 8,498 | 529 | 6.64% | 216,000 | Jun 30, 2024 |
METLIFE INVESTMENT MANAGEMENT, LLC | 0.05% | 0.00% | 4,376 | 411 | 10.37% | 111,063 | Jun 30, 2024 |
STATE STREET CORP | 1.21% | 0.00% | 97,487 | 213 | 0.22% | 2,474,220,000 | Jun 30, 2024 |
BANGOR SAVINGS BANK | 0.02% | 0.00% | 1,675 | 119 | 7.65% | 42,505 | Jun 30, 2024 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 0.00% | 0.00% | 81 | 81 | 100.00% | 2,056 | Jun 30, 2024 |
COMMONWEALTH EQUITY SERVICES, LLC | 0.33% | 0.00% | 26,877 | 69 | 0.26% | 682,000 | Jun 30, 2024 |
INVESCO LTD. | 0.17% | 0.00% | 13,971 | 23 | 0.16% | 354,584 | Jun 30, 2024 |
NEW YORK STATE COMMON RETIREMENT FUND | 0.04% | 0.00% | 3,261 | 2 | 0.06% | 83,000 | Jun 30, 2024 |
LEGAL & GENERAL GROUP PLC | 0.01% | - | 567 | - | - | 14,390 | Jun 30, 2024 |
Institutional Sellers
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
JPMORGAN CHASE & CO | 0.05% | - | 3,972 | -10,118 | -71.81% | 100,809 | Jun 30, 2024 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | - | - | - | -7,852 | -100.00% | - | Jun 30, 2024 |
UBS GROUP AG | 0.03% | - | 2,304 | -4,995 | -68.43% | 58,476 | Jun 30, 2024 |
DEUTSCHE BANK AG\ | - | - | - | -4,339 | -100.00% | - | Jun 30, 2024 |
AMERICAN INTERNATIONAL GROUP, INC. | - | - | - | -3,588 | -100.00% | - | Jun 30, 2024 |
MORGAN STANLEY | 0.21% | - | 17,062 | -3,113 | -15.43% | 433,050 | Jun 30, 2024 |
NORTHERN TRUST CORP | 0.78% | 0.00% | 63,239 | -3,082 | -4.65% | 1,605,007,000 | Jun 30, 2024 |
BARCLAYS PLC | 0.03% | - | 2,572 | -2,494 | -49.23% | 65,000 | Jun 30, 2024 |
DIMENSIONAL FUND ADVISORS LP | 1.24% | 0.00% | 100,067 | -2,341 | -2.29% | 2,539,514 | Jun 30, 2024 |
BNP PARIBAS ARBITRAGE, SNC | 0.02% | - | 1,317 | -2,085 | -61.29% | 33,425 | Jun 30, 2024 |
STRATEGIC FINANCIAL SERVICES, INC, | 0.30% | 0.04% | 24,284 | -1,500 | -5.82% | 616,328 | Jun 30, 2024 |
JOHN G ULLMAN & ASSOCIATES INC | 0.27% | 0.08% | 21,907 | -1,453 | -6.22% | 556,000 | Jun 30, 2024 |
METROPOLITAN LIFE INSURANCE CO/NY | - | - | - | -411 | -100.00% | - | Jun 30, 2024 |
AMERICAN CENTURY COMPANIES INC | 0.12% | 0.00% | 9,871 | -376 | -3.67% | 250,526 | Jun 30, 2024 |
RHUMBLINE ADVISERS | 0.10% | 0.00% | 8,073 | -312 | -3.72% | 204,886 | Jun 30, 2024 |
ADVISOR GROUP HOLDINGS, INC. | 0.03% | 0.00% | 2,761 | -295 | -9.65% | 70,073 | Jun 30, 2024 |
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 0.01% | - | 541 | -191 | -26.09% | 13,731 | Jun 30, 2024 |
FMR LLC | 0.00% | - | 368 | -127 | -25.66% | 9,340 | Jun 30, 2024 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 0.01% | - | 448 | -7 | -1.54% | 11,000 | Jun 30, 2024 |
NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC | - | - | - | -1 | -100.00% | - | Jun 30, 2024 |
Institutional New positions
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
COREBRIDGE FINANCIAL, INC. | 0.05% | 0.00% | 4,015 | 4,015 | 100.00% | 101,901 | Jun 30, 2024 |
MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 0.04% | 0.00% | 3,254 | 3,254 | 100.00% | 82,587 | Jun 30, 2024 |
RUSSELL INVESTMENTS GROUP, LTD. | 0.01% | - | 794 | 794 | 100.00% | 20,151 | Jun 30, 2024 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 0.00% | 0.00% | 81 | 81 | 100.00% | 2,056 | Jun 30, 2024 |
Institutional Sold Out
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | - | - | - | -7,852 | -100.00% | - | Jun 30, 2024 |
DEUTSCHE BANK AG\ | - | - | - | -4,339 | -100.00% | - | Jun 30, 2024 |
AMERICAN INTERNATIONAL GROUP, INC. | - | - | - | -3,588 | -100.00% | - | Jun 30, 2024 |
METROPOLITAN LIFE INSURANCE CO/NY | - | - | - | -411 | -100.00% | - | Jun 30, 2024 |
NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC | - | - | - | -1 | -100.00% | - | Jun 30, 2024 |
Norwood Financial Mutual Fund Holders
Name | % Total Assets | Total Shares | Change Amount | Change % | Date |
---|---|---|---|---|---|
Absolute Shares Trust | 0.04% | 13,606 | - | - | Mar 31, 2024 |
BRIDGEWAY FUNDS INC | 0.01% | 29,330 | -596 | -1.99% | Mar 28, 2024 |
Vericimetry Funds | 0.01% | 960 | - | - | Mar 31, 2024 |
VANGUARD VALLEY FORGE FUNDS | 0.01% | 3,727 | - | - | Mar 31, 2024 |
QUANTITATIVE MASTER SERIES LLC | 0.00% | 12,876 | - | - | Mar 31, 2024 |
DEUTSCHE DWS INVESTMENTS VIT FUNDS | 0.00% | 1,119 | - | - | Mar 31, 2024 |
TIAA SEPARATE ACCOUNT VA 1 | 0.00% | 223 | - | - | Mar 31, 2024 |
VANGUARD INDEX FUNDS | 0.00% | 333,649 | -99,356 | -22.95% | Mar 31, 2024 |
SCHWAB CAPITAL TRUST | 0.00% | 19,937 | - | - | Jan 31, 2024 |
FIRST TRUST EXCHANGE-TRADED FUND | 0.00% | 3,555 | - | - | Mar 31, 2024 |
FIDELITY CONCORD STREET TRUST | 0.00% | 66,128 | 2,423 | 3.80% | Feb 29, 2024 |
Calvert Variable Products, Inc. | 0.00% | 609 | - | - | Mar 31, 2024 |
PFM Multi-Manager Series Trust | 0.00% | 100 | - | - | Dec 31, 2023 |
VANGUARD INSTITUTIONAL INDEX FUNDS | 0.00% | 3,621 | -351 | -8.84% | Mar 31, 2024 |
Voya VARIABLE PORTFOLIOS INC | 0.00% | 2,987 | -837 | -21.89% | Mar 31, 2024 |
SunAmerica Specialty Series | 0.00% | 48 | - | - | Apr 30, 2021 |
AMERICAN CENTURY ETF TRUST | 0.00% | 10,335 | - | - | Feb 29, 2024 |
Global X Funds | 0.00% | 3,961 | - | - | Jan 31, 2024 |
DFA INVESTMENT DIMENSIONS GROUP INC | 0.00% | 72,834 | 9,172 | 14.41% | Jan 31, 2024 |
STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 0.00% | 312 | -113 | -26.59% | Mar 31, 2024 |
Invesco Exchange-Traded Self-Indexed Fund Trust | 0.00% | 10,471 | 4,748 | 82.96% | Feb 29, 2024 |
Meeder Funds | 0.00% | 213 | - | - | Mar 31, 2024 |
Goldman Sachs ETF Trust | 0.00% | 4,228 | -162 | -3.69% | Feb 29, 2024 |
STATE STREET INSTITUTIONAL INVESTMENT TRUST | 0.00% | 2,300 | - | - | Mar 31, 2024 |
Janus Detroit Street Trust | 0.00% | 4,951 | 532 | 12.04% | Jan 31, 2024 |
Dimensional ETF Trust | 0.00% | 13,020 | - | - | Jan 31, 2024 |
NORTHERN FUNDS | 0.00% | 3,955 | -214 | -5.13% | Mar 28, 2024 |
TIAA-CREF LIFE FUNDS | 0.00% | 64 | - | - | Mar 31, 2024 |
RBC FUNDS TRUST | 0.00% | 2,600 | - | - | Mar 28, 2024 |
T. Rowe Price Index Trust, Inc. | 0.00% | 471 | 52 | 12.41% | Mar 31, 2024 |
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST | 0.00% | 1,120 | - | - | Dec 31, 2023 |
iSHARES TRUST | 0.00% | 290,069 | -16,881 | -5.50% | Mar 31, 2024 |
RYDEX SERIES FUNDS | 0.00% | 68 | - | - | Dec 31, 2023 |
VANGUARD SCOTTSDALE FUNDS | 0.00% | 31,975 | 2,934 | 10.10% | Feb 29, 2024 |
EQ ADVISORS TRUST | 0.00% | 12,868 | 214 | 1.69% | Mar 31, 2024 |
PENN SERIES FUNDS INC | 0.00% | 300 | - | - | Mar 28, 2024 |
PGIM ETF TRUST | 0.00% | 646 | - | - | Feb 29, 2024 |
NATIONWIDE VARIABLE INSURANCE TRUST | 0.00% | 1,304 | - | - | Mar 31, 2024 |
VALIC Co I | 0.00% | 2,794 | -50 | -1.76% | Feb 29, 2024 |
RUSSELL INVESTMENT CO | 0.00% | 2,759 | - | - | Jan 31, 2024 |
NATIONWIDE MUTUAL FUNDS | 0.00% | 1,187 | - | - | Jan 31, 2024 |
RYDEX DYNAMIC FUNDS | 0.00% | 33 | - | - | Dec 31, 2023 |
ALLSPRING MASTER TRUST | 0.00% | 508 | - | - | Feb 29, 2024 |
HC CAPITAL TRUST | 0.00% | 169 | - | - | Mar 31, 2024 |
ProFunds | 0.00% | 56 | -6 | -9.68% | Mar 31, 2024 |
PROSHARES TRUST | 0.00% | 1,066 | 113 | 11.86% | Feb 29, 2024 |
USAA MUTUAL FUNDS TRUST | 0.00% | 959 | 170 | 21.55% | Jan 31, 2024 |
WisdomTree Trust | 0.00% | 7,420 | -304 | -3.94% | Mar 31, 2024 |
RYDEX VARIABLE TRUST | 0.00% | 4 | - | - | Dec 31, 2023 |
COLLEGE RETIREMENT EQUITIES FUND | 0.00% | 3,544 | - | - | Mar 31, 2024 |
TIAA-CREF FUNDS | 0.00% | 9,670 | - | - | Jan 31, 2024 |
SEI INSTITUTIONAL MANAGED TRUST | 0.00% | 8,698 | - | - | Dec 31, 2023 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 0.00% | 7,221 | - | - | Mar 31, 2024 |
Brighthouse Funds Trust II | 0.00% | 2,522 | - | - | Mar 31, 2024 |
OLD WESTBURY FUNDS INC | 0.00% | 350 | - | - | Jan 31, 2024 |
Brinker Capital Destinations Trust | 0.00% | 135 | - | - | Feb 29, 2024 |
SUNAMERICA SERIES TRUST | 0.00% | 825 | -15 | -1.79% | Jan 31, 2024 |
MORGAN STANLEY PATHWAY FUNDS | 0.00% | 194 | - | - | Feb 29, 2024 |
JOHN HANCOCK VARIABLE INSURANCE TRUST | 0.00% | 4,100 | -386 | -8.60% | Mar 31, 2024 |
FIDELITY SALEM STREET TRUST | 0.00% | 5,371 | -262 | -4.65% | Mar 31, 2024 |
PACIFIC SELECT FUND | 0.00% | 3,306 | -85 | -2.51% | Mar 31, 2024 |
MASSMUTUAL SELECT FUNDS | 0.00% | 747 | - | - | Dec 31, 2023 |
Bridge Builder Trust | 0.00% | 3,184 | - | - | Mar 31, 2024 |
Franklin Templeton ETF Trust | 0.00% | 104 | - | - | Mar 31, 2024 |
Advisors' Inner Circle Fund III | 0.00% | 23 | 19 | 475.00% | Jan 31, 2024 |
BlackRock Variable Series Funds, Inc. | 0.00% | 849 | - | - | Mar 31, 2024 |
PRINCIPAL FUNDS, INC. | 0.00% | 922 | -164 | -15.10% | Jan 31, 2024 |
Norwood Financial Institutional Ownership Trends
Institutional Holdings Trend
Date | Holdings | Change % |
---|---|---|
30 Jun, 24 | 50 | -9.09% |
31 Mar, 24 | 55 | 3.77% |
31 Dec, 23 | 53 | - |
30 Sep, 23 | 53 | 3.92% |
30 Jun, 23 | 51 | 8.51% |
31 Mar, 23 | 47 | 4.44% |
31 Dec, 22 | 45 | 21.62% |
30 Sep, 22 | 37 | 5.71% |
30 Jun, 22 | 35 | 2.94% |
31 Mar, 22 | 34 | -2.86% |
31 Dec, 21 | 35 | 6.06% |
30 Sep, 21 | 33 | -10.81% |
30 Jun, 21 | 37 | -15.91% |
31 Mar, 21 | 44 | 4.76% |
31 Dec, 20 | 42 | 2.44% |
30 Sep, 20 | 41 | 2.50% |
30 Jun, 20 | 40 | -9.09% |
31 Mar, 20 | 44 | -4.35% |
31 Dec, 19 | 46 | 2.22% |
30 Sep, 19 | 45 | - |
30 Jun, 19 | 45 | 4.65% |
31 Mar, 19 | 43 | -2.27% |
31 Dec, 18 | 44 | -6.38% |
30 Sep, 18 | 47 | -6.00% |
30 Jun, 18 | 50 | 2.04% |
31 Mar, 18 | 49 | -3.92% |
31 Dec, 17 | 51 | 8.51% |
30 Sep, 17 | 47 | 17.50% |
30 Jun, 17 | 40 | 66.67% |
31 Mar, 17 | 24 | 9.09% |
31 Dec, 16 | 22 | -4.35% |
30 Sep, 16 | 23 | 15.00% |
30 Jun, 16 | 20 | -13.04% |
31 Mar, 16 | 23 | 4.55% |
31 Dec, 15 | 22 | -4.35% |
30 Sep, 15 | 23 | - |
30 Jun, 15 | 23 | 21.05% |
31 Mar, 15 | 19 | -5.00% |
31 Dec, 14 | 20 | - |
30 Sep, 14 | 20 | 5.26% |
30 Jun, 14 | 19 | 18.75% |
31 Mar, 14 | 16 | -23.81% |
31 Dec, 13 | 21 | 16.67% |
30 Sep, 13 | 18 | -5.26% |
30 Jun, 13 | 19 | 850.00% |
31 Mar, 13 | 2 | -50.00% |
31 Dec, 12 | 4 | 33.33% |
30 Sep, 12 | 3 | -40.00% |
30 Jun, 12 | 5 | - |
31 Mar, 12 | 5 | -16.67% |
31 Dec, 11 | 6 | - |
30 Sep, 11 | 6 | -25.00% |
30 Jun, 11 | 8 | 100.00% |
31 Mar, 11 | 4 | 100.00% |
31 Dec, 10 | 2 | -33.33% |
30 Sep, 10 | 3 | -40.00% |
30 Jun, 10 | 5 | - |
31 Mar, 10 | 5 | -16.67% |
31 Dec, 09 | 6 | - |
30 Sep, 09 | 6 | -14.29% |
30 Jun, 09 | 7 | - |
30 Sep, 08 | 1 | - |
30 Jun, 08 | 1 | - |
31 Mar, 08 | 1 | - |
31 Dec, 07 | 1 | - |
30 Sep, 07 | 1 | - |
30 Jun, 07 | 1 | -50.00% |
31 Mar, 07 | 2 | -33.33% |
31 Dec, 06 | 3 | 50.00% |
30 Sep, 06 | 2 | - |
30 Mar, 06 | 1 | - |
31 Dec, 04 | 1 | - |
30 Sep, 03 | 1 | - |
30 Jun, 03 | 1 | - |
30 Sep, 02 | 1 | - |
30 Sep, 99 | 1 | - |
30 Jun, 99 | 1 | - |
31 Mar, 99 | 1 | - |
Shares Outstanding Trend
Date | Shares Outstanding | Change % |
---|---|---|
30 Jun, 24 | 1,800,224 | -21.60% |
31 Mar, 24 | 2,296,079 | 1.97% |
31 Dec, 23 | 2,251,689 | 5.43% |
30 Sep, 23 | 2,135,814 | 0.12% |
30 Jun, 23 | 2,133,161 | 25.67% |
31 Mar, 23 | 1,697,367 | 4.43% |
31 Dec, 22 | 1,625,433 | 18.38% |
30 Sep, 22 | 1,373,057 | 0.49% |
30 Jun, 22 | 1,366,368 | -3.27% |
31 Mar, 22 | 1,412,612 | 2.26% |
31 Dec, 21 | 1,381,355 | 40.84% |
30 Sep, 21 | 980,765 | -9.67% |
30 Jun, 21 | 1,085,769 | -34.31% |
31 Mar, 21 | 1,652,856 | 3.12% |
31 Dec, 20 | 1,602,780 | 5.63% |
30 Sep, 20 | 1,517,393 | 16.41% |
30 Jun, 20 | 1,303,543 | -1.16% |
31 Mar, 20 | 1,318,886 | -0.33% |
31 Dec, 19 | 1,323,287 | 3.98% |
30 Sep, 19 | 1,272,691 | 10.93% |
30 Jun, 19 | 1,147,253 | 2.56% |
31 Mar, 19 | 1,118,612 | 1.36% |
31 Dec, 18 | 1,103,603 | -2.73% |
30 Sep, 18 | 1,134,575 | -0.61% |
30 Jun, 18 | 1,141,490 | 10.68% |
31 Mar, 18 | 1,031,338 | -3.03% |
31 Dec, 17 | 1,063,532 | -2.04% |
30 Sep, 17 | 1,085,726 | 51.71% |
30 Jun, 17 | 715,672 | 53.95% |
31 Mar, 17 | 464,859 | 17.65% |
31 Dec, 16 | 395,120 | 5.25% |
30 Sep, 16 | 375,413 | 4.19% |
30 Jun, 16 | 360,304 | -23.00% |
31 Mar, 16 | 467,957 | -4.18% |
31 Dec, 15 | 488,379 | -2.81% |
30 Sep, 15 | 502,505 | -1.29% |
30 Jun, 15 | 509,088 | -0.19% |
31 Mar, 15 | 510,072 | 5.33% |
31 Dec, 14 | 484,277 | 4.48% |
30 Sep, 14 | 463,531 | 3.60% |
30 Jun, 14 | 447,422 | 33.01% |
31 Mar, 14 | 336,387 | -23.16% |
31 Dec, 13 | 437,788 | 4.16% |
30 Sep, 13 | 420,292 | -0.66% |
30 Jun, 13 | 423,080 | 219.64% |
31 Mar, 13 | 132,360 | -14.71% |
31 Dec, 12 | 155,184 | -1.75% |
30 Sep, 12 | 157,955 | -10.71% |
30 Jun, 12 | 176,909 | 10.78% |
31 Mar, 12 | 159,690 | -7.75% |
31 Dec, 11 | 173,111 | 0.08% |
30 Sep, 11 | 172,971 | -14.48% |
30 Jun, 11 | 202,259 | 79.98% |
31 Mar, 11 | 112,377 | 42.05% |
31 Dec, 10 | 79,109 | 9.23% |
30 Sep, 10 | 72,421 | -0.62% |
30 Jun, 10 | 72,876 | 9.81% |
31 Mar, 10 | 66,364 | -18.85% |
31 Dec, 09 | 81,783 | 169.98% |
30 Sep, 09 | 30,292 | -15.96% |
30 Jun, 09 | 36,043 | - |
30 Sep, 08 | 1,880 | - |
30 Jun, 08 | 1,880 | - |
31 Mar, 08 | 1,880 | 11.90% |
31 Dec, 07 | 1,680 | - |
30 Sep, 07 | 1,680 | - |
30 Jun, 07 | 1,680 | -85.59% |
31 Mar, 07 | 11,655 | -1.33% |
31 Dec, 06 | 11,812 | 543.00% |
30 Sep, 06 | 1,837 | - |
30 Mar, 06 | 157 | - |
31 Dec, 04 | 12,700 | - |
30 Sep, 03 | 130 | - |
30 Jun, 03 | 130 | - |
30 Sep, 02 | 10,000 | - |
30 Sep, 99 | 902 | - |
30 Jun, 99 | 902 | - |
31 Mar, 99 | 902 | - |
Institutional Ownership Trend
Date | Ownership % | Change % |
---|---|---|
30 Jun, 24 | 22.34% | 2.75% |
31 Mar, 24 | 28.49% | 3.70% |
31 Dec, 23 | 27.76% | 3.92% |
30 Sep, 23 | 26.61% | 3.80% |
30 Jun, 23 | 26.47% | 6.07% |
31 Mar, 23 | 20.88% | 5.23% |
31 Dec, 22 | 19.98% | 6.98% |
30 Sep, 22 | 16.91% | 6.03% |
30 Jun, 22 | 16.75% | 5.61% |
31 Mar, 22 | 17.29% | 6.08% |
31 Dec, 21 | 16.86% | 11.75% |
30 Sep, 21 | 11.98% | 6.80% |
30 Jun, 21 | 13.27% | 3.26% |
31 Mar, 21 | 20.18% | 4.08% |
31 Dec, 20 | 22.25% | 6.24% |
30 Sep, 20 | 18.88% | 4.40% |
30 Jun, 20 | 20.71% | 4.72% |
31 Mar, 20 | 20.95% | 4.69% |
31 Dec, 19 | 21.14% | 5.12% |
30 Sep, 19 | 20.33% | 6.04% |
30 Jun, 19 | 18.34% | 5.74% |
31 Mar, 19 | 17.87% | 5.70% |
31 Dec, 18 | 17.71% | 5.35% |
30 Sep, 18 | 18.20% | 5.41% |
30 Jun, 18 | 18.34% | 6.68% |
31 Mar, 18 | 16.57% | 5.65% |
31 Dec, 17 | 17.12% | 5.69% |
30 Sep, 17 | 17.35% | 12.98% |
30 Jun, 17 | 11.56% | 20.91% |
31 Mar, 17 | 7.43% | 15.94% |
31 Dec, 16 | 6.83% | 18.15% |
30 Sep, 16 | 6.13% | 14.42% |
30 Jun, 16 | 6.52% | 9.07% |
31 Mar, 16 | 8.48% | 10.84% |
31 Dec, 15 | 8.85% | 10.80% |
30 Sep, 15 | 9.05% | 10.78% |
30 Jun, 15 | 9.16% | 10.91% |
31 Mar, 15 | 9.16% | 11.84% |
31 Dec, 14 | 8.80% | 12.29% |
30 Sep, 14 | 8.46% | 12.55% |
30 Jun, 14 | 8.21% | 21.60% |
31 Mar, 14 | 6.17% | 9.55% |
31 Dec, 13 | 8.03% | 13.41% |
30 Sep, 13 | 7.74% | 12.65% |
30 Jun, 13 | 7.82% | 158.08% |
31 Mar, 13 | 2.22% | 27.06% |
31 Dec, 12 | 2.87% | 33.73% |
30 Sep, 12 | 2.92% | 27.16% |
30 Jun, 12 | 3.28% | 55.25% |
31 Mar, 12 | 2.44% | 20.96% |
31 Dec, 11 | 3.41% | 33.90% |
30 Sep, 11 | 3.17% | 18.59% |
30 Jun, 11 | 4.13% | 68.15% |
31 Mar, 11 | 2.46% | 81.69% |
31 Dec, 10 | 1.74% | 69.60% |
30 Sep, 10 | 1.58% | 61.58% |
30 Jun, 10 | 1.60% | 75.67% |
31 Mar, 10 | 1.45% | 45.28% |
31 Dec, 09 | 1.79% | 404.26% |
30 Sep, 09 | 0.67% | 104.86% |
30 Jun, 09 | 0.80% | - |
30 Sep, 08 | 0.04% | 2402.16% |
30 Jun, 08 | 0.04% | 2430.43% |
31 Mar, 08 | 0.04% | 3090.16% |
31 Dec, 07 | 0.04% | 2728.42% |
30 Sep, 07 | 0.04% | 2779.61% |
30 Jun, 07 | 0.04% | 57.63% |
31 Mar, 07 | 0.25% | 389.99% |
31 Dec, 06 | 0.25% | 16263.04% |
30 Sep, 06 | 0.04% | - |
30 Mar, 06 | 0.00% | - |
31 Dec, 04 | 0.28% | - |
30 Sep, 03 | 0.00% | 34665.52% |
30 Jun, 03 | 0.00% | - |
30 Sep, 02 | 0.23% | - |
30 Sep, 99 | 0.02% | 5102.03% |
30 Jun, 99 | 0.02% | 5183.59% |
31 Mar, 99 | 0.02% | - |
Institutional Increased Positions Trend
Date | Increased Positions | Change % |
---|---|---|
30 Jun, 24 | 20 | -4.76% |
31 Mar, 24 | 21 | -25.00% |
31 Dec, 23 | 28 | 27.27% |
30 Sep, 23 | 22 | -31.25% |
30 Jun, 23 | 32 | 60.00% |
31 Mar, 23 | 20 | -16.67% |
31 Dec, 22 | 24 | 71.43% |
30 Sep, 22 | 14 | -6.67% |
30 Jun, 22 | 15 | 25.00% |
31 Mar, 22 | 12 | -14.29% |
31 Dec, 21 | 14 | 55.56% |
30 Sep, 21 | 9 | -30.77% |
30 Jun, 21 | 13 | -27.78% |
31 Mar, 21 | 18 | -14.29% |
31 Dec, 20 | 21 | 50.00% |
30 Sep, 20 | 14 | -12.50% |
30 Jun, 20 | 16 | -20.00% |
31 Mar, 20 | 20 | -4.76% |
31 Dec, 19 | 21 | 5.00% |
30 Sep, 19 | 20 | -20.00% |
30 Jun, 19 | 25 | 66.67% |
31 Mar, 19 | 15 | -16.67% |
31 Dec, 18 | 18 | -10.00% |
30 Sep, 18 | 20 | 17.65% |
30 Jun, 18 | 17 | 30.77% |
31 Mar, 18 | 13 | -53.57% |
31 Dec, 17 | 28 | -36.36% |
30 Sep, 17 | 44 | 57.14% |
30 Jun, 17 | 28 | 115.38% |
31 Mar, 17 | 13 | 44.44% |
31 Dec, 16 | 9 | 80.00% |
30 Sep, 16 | 5 | -16.67% |
30 Jun, 16 | 6 | 20.00% |
31 Mar, 16 | 5 | -28.57% |
31 Dec, 15 | 7 | 40.00% |
30 Sep, 15 | 5 | -37.50% |
30 Jun, 15 | 8 | 60.00% |
31 Mar, 15 | 5 | -16.67% |
31 Dec, 14 | 6 | - |
30 Sep, 14 | 6 | -14.29% |
30 Jun, 14 | 7 | 75.00% |
31 Mar, 14 | 4 | -60.00% |
31 Dec, 13 | 10 | 400.00% |
30 Sep, 13 | 2 | -88.89% |
30 Jun, 13 | 18 | 1700.00% |
31 Mar, 13 | 1 | -50.00% |
31 Dec, 12 | 2 | 100.00% |
30 Sep, 12 | 1 | -50.00% |
30 Jun, 12 | 2 | 100.00% |
31 Mar, 12 | 1 | - |
31 Dec, 11 | 1 | -66.67% |
30 Sep, 11 | 3 | -50.00% |
30 Jun, 11 | 6 | 100.00% |
31 Mar, 11 | 3 | 200.00% |
31 Dec, 10 | 1 | - |
30 Sep, 10 | 1 | -66.67% |
30 Jun, 10 | 3 | 200.00% |
31 Mar, 10 | 1 | -75.00% |
31 Dec, 09 | 4 | 300.00% |
30 Sep, 09 | 1 | -85.71% |
30 Jun, 09 | 7 | - |
30 Sep, 08 | - | - |
30 Jun, 08 | - | -100.00% |
31 Mar, 08 | 1 | - |
31 Dec, 07 | - | - |
30 Sep, 07 | - | - |
30 Jun, 07 | - | - |
31 Mar, 07 | - | -100.00% |
31 Dec, 06 | 1 | -50.00% |
30 Sep, 06 | 2 | - |
30 Mar, 06 | 1 | - |
31 Dec, 04 | 1 | - |
30 Sep, 03 | - | -100.00% |
30 Jun, 03 | 1 | - |
30 Sep, 02 | 1 | - |
30 Sep, 99 | - | - |
30 Jun, 99 | - | -100.00% |
31 Mar, 99 | 1 | - |
Institutional Reduced Positions Trend
Date | Reduced Positions | Change % |
---|---|---|
30 Jun, 24 | 15 | -28.57% |
31 Mar, 24 | 21 | 75.00% |
31 Dec, 23 | 12 | -25.00% |
30 Sep, 23 | 16 | 100.00% |
30 Jun, 23 | 8 | -38.46% |
31 Mar, 23 | 13 | 44.44% |
31 Dec, 22 | 9 | -10.00% |
30 Sep, 22 | 10 | -16.67% |
30 Jun, 22 | 12 | - |
31 Mar, 22 | 12 | 33.33% |
31 Dec, 21 | 9 | -47.06% |
30 Sep, 21 | 17 | 6.25% |
30 Jun, 21 | 16 | -11.11% |
31 Mar, 21 | 18 | 100.00% |
31 Dec, 20 | 9 | -50.00% |
30 Sep, 20 | 18 | 28.57% |
30 Jun, 20 | 14 | -6.67% |
31 Mar, 20 | 15 | 15.38% |
31 Dec, 19 | 13 | 18.18% |
30 Sep, 19 | 11 | 57.14% |
30 Jun, 19 | 7 | -36.36% |
31 Mar, 19 | 11 | -15.38% |
31 Dec, 18 | 13 | - |
30 Sep, 18 | 13 | -23.53% |
30 Jun, 18 | 17 | -15.00% |
31 Mar, 18 | 20 | 53.85% |
31 Dec, 17 | 13 | 550.00% |
30 Sep, 17 | 2 | -71.43% |
30 Jun, 17 | 7 | 40.00% |
31 Mar, 17 | 5 | 66.67% |
31 Dec, 16 | 3 | -40.00% |
30 Sep, 16 | 5 | 150.00% |
30 Jun, 16 | 2 | -71.43% |
31 Mar, 16 | 7 | 75.00% |
31 Dec, 15 | 4 | - |
30 Sep, 15 | 4 | - |
30 Jun, 15 | 4 | - |
31 Mar, 15 | 4 | -42.86% |
31 Dec, 14 | 7 | 40.00% |
30 Sep, 14 | 5 | 25.00% |
30 Jun, 14 | 4 | 33.33% |
31 Mar, 14 | 3 | - |
31 Dec, 13 | - | -100.00% |
30 Sep, 13 | 6 | 500.00% |
30 Jun, 13 | 1 | - |
31 Mar, 13 | - | -100.00% |
31 Dec, 12 | 1 | - |
30 Sep, 12 | - | - |
30 Jun, 12 | - | - |
31 Mar, 12 | - | - |
31 Dec, 11 | - | - |
30 Sep, 11 | - | - |
30 Jun, 11 | - | - |
31 Mar, 11 | - | - |
31 Dec, 10 | - | -100.00% |
30 Sep, 10 | 1 | - |
30 Jun, 10 | - | - |
31 Mar, 10 | - | -100.00% |
31 Dec, 09 | 1 | - |
30 Sep, 09 | 1 | - |
30 Jun, 09 | - | - |
30 Sep, 08 | - | - |
30 Jun, 08 | - | - |
31 Mar, 08 | - | - |
31 Dec, 07 | - | - |
30 Sep, 07 | - | - |
30 Jun, 07 | - | - |
31 Mar, 07 | - | - |
31 Dec, 06 | - | - |
30 Sep, 06 | - | - |
30 Mar, 06 | - | - |
31 Dec, 04 | - | - |
30 Sep, 03 | - | - |
30 Jun, 03 | - | - |
30 Sep, 02 | - | - |
30 Sep, 99 | - | - |
30 Jun, 99 | - | - |
31 Mar, 99 | - | - |
All Institutional Ownership Trend Data
Date | Holdings | Change % | Shares Outstanding | Change % | Ownership % | Change % | Increased Positions | Change % | Reduced Positions | Change % |
---|---|---|---|---|---|---|---|---|---|---|
30 Jun, 24 | 50 | -9.09% | 1,800,224 | -21.60% | 22.34% | 2.75% | 20 | -4.76% | 15 | -28.57% |
31 Mar, 24 | 55 | 3.77% | 2,296,079 | 1.97% | 28.49% | 3.70% | 21 | -25.00% | 21 | 75.00% |
31 Dec, 23 | 53 | - | 2,251,689 | 5.43% | 27.76% | 3.92% | 28 | 27.27% | 12 | -25.00% |
30 Sep, 23 | 53 | 3.92% | 2,135,814 | 0.12% | 26.61% | 3.80% | 22 | -31.25% | 16 | 100.00% |
30 Jun, 23 | 51 | 8.51% | 2,133,161 | 25.67% | 26.47% | 6.07% | 32 | 60.00% | 8 | -38.46% |
31 Mar, 23 | 47 | 4.44% | 1,697,367 | 4.43% | 20.88% | 5.23% | 20 | -16.67% | 13 | 44.44% |
31 Dec, 22 | 45 | 21.62% | 1,625,433 | 18.38% | 19.98% | 6.98% | 24 | 71.43% | 9 | -10.00% |
30 Sep, 22 | 37 | 5.71% | 1,373,057 | 0.49% | 16.91% | 6.03% | 14 | -6.67% | 10 | -16.67% |
30 Jun, 22 | 35 | 2.94% | 1,366,368 | -3.27% | 16.75% | 5.61% | 15 | 25.00% | 12 | - |
31 Mar, 22 | 34 | -2.86% | 1,412,612 | 2.26% | 17.29% | 6.08% | 12 | -14.29% | 12 | 33.33% |
31 Dec, 21 | 35 | 6.06% | 1,381,355 | 40.84% | 16.86% | 11.75% | 14 | 55.56% | 9 | -47.06% |
30 Sep, 21 | 33 | -10.81% | 980,765 | -9.67% | 11.98% | 6.80% | 9 | -30.77% | 17 | 6.25% |
30 Jun, 21 | 37 | -15.91% | 1,085,769 | -34.31% | 13.27% | 3.26% | 13 | -27.78% | 16 | -11.11% |
31 Mar, 21 | 44 | 4.76% | 1,652,856 | 3.12% | 20.18% | 4.08% | 18 | -14.29% | 18 | 100.00% |
31 Dec, 20 | 42 | 2.44% | 1,602,780 | 5.63% | 22.25% | 6.24% | 21 | 50.00% | 9 | -50.00% |
30 Sep, 20 | 41 | 2.50% | 1,517,393 | 16.41% | 18.88% | 4.40% | 14 | -12.50% | 18 | 28.57% |
30 Jun, 20 | 40 | -9.09% | 1,303,543 | -1.16% | 20.71% | 4.72% | 16 | -20.00% | 14 | -6.67% |
31 Mar, 20 | 44 | -4.35% | 1,318,886 | -0.33% | 20.95% | 4.69% | 20 | -4.76% | 15 | 15.38% |
31 Dec, 19 | 46 | 2.22% | 1,323,287 | 3.98% | 21.14% | 5.12% | 21 | 5.00% | 13 | 18.18% |
30 Sep, 19 | 45 | - | 1,272,691 | 10.93% | 20.33% | 6.04% | 20 | -20.00% | 11 | 57.14% |
30 Jun, 19 | 45 | 4.65% | 1,147,253 | 2.56% | 18.34% | 5.74% | 25 | 66.67% | 7 | -36.36% |
31 Mar, 19 | 43 | -2.27% | 1,118,612 | 1.36% | 17.87% | 5.70% | 15 | -16.67% | 11 | -15.38% |
31 Dec, 18 | 44 | -6.38% | 1,103,603 | -2.73% | 17.71% | 5.35% | 18 | -10.00% | 13 | - |
30 Sep, 18 | 47 | -6.00% | 1,134,575 | -0.61% | 18.20% | 5.41% | 20 | 17.65% | 13 | -23.53% |
30 Jun, 18 | 50 | 2.04% | 1,141,490 | 10.68% | 18.34% | 6.68% | 17 | 30.77% | 17 | -15.00% |
31 Mar, 18 | 49 | -3.92% | 1,031,338 | -3.03% | 16.57% | 5.65% | 13 | -53.57% | 20 | 53.85% |
31 Dec, 17 | 51 | 8.51% | 1,063,532 | -2.04% | 17.12% | 5.69% | 28 | -36.36% | 13 | 550.00% |
30 Sep, 17 | 47 | 17.50% | 1,085,726 | 51.71% | 17.35% | 12.98% | 44 | 57.14% | 2 | -71.43% |
30 Jun, 17 | 40 | 66.67% | 715,672 | 53.95% | 11.56% | 20.91% | 28 | 115.38% | 7 | 40.00% |
31 Mar, 17 | 24 | 9.09% | 464,859 | 17.65% | 7.43% | 15.94% | 13 | 44.44% | 5 | 66.67% |
31 Dec, 16 | 22 | -4.35% | 395,120 | 5.25% | 6.83% | 18.15% | 9 | 80.00% | 3 | -40.00% |
30 Sep, 16 | 23 | 15.00% | 375,413 | 4.19% | 6.13% | 14.42% | 5 | -16.67% | 5 | 150.00% |
30 Jun, 16 | 20 | -13.04% | 360,304 | -23.00% | 6.52% | 9.07% | 6 | 20.00% | 2 | -71.43% |
31 Mar, 16 | 23 | 4.55% | 467,957 | -4.18% | 8.48% | 10.84% | 5 | -28.57% | 7 | 75.00% |
31 Dec, 15 | 22 | -4.35% | 488,379 | -2.81% | 8.85% | 10.80% | 7 | 40.00% | 4 | - |
30 Sep, 15 | 23 | - | 502,505 | -1.29% | 9.05% | 10.78% | 5 | -37.50% | 4 | - |
30 Jun, 15 | 23 | 21.05% | 509,088 | -0.19% | 9.16% | 10.91% | 8 | 60.00% | 4 | - |
31 Mar, 15 | 19 | -5.00% | 510,072 | 5.33% | 9.16% | 11.84% | 5 | -16.67% | 4 | -42.86% |
31 Dec, 14 | 20 | - | 484,277 | 4.48% | 8.80% | 12.29% | 6 | - | 7 | 40.00% |
30 Sep, 14 | 20 | 5.26% | 463,531 | 3.60% | 8.46% | 12.55% | 6 | -14.29% | 5 | 25.00% |
30 Jun, 14 | 19 | 18.75% | 447,422 | 33.01% | 8.21% | 21.60% | 7 | 75.00% | 4 | 33.33% |
31 Mar, 14 | 16 | -23.81% | 336,387 | -23.16% | 6.17% | 9.55% | 4 | -60.00% | 3 | - |
31 Dec, 13 | 21 | 16.67% | 437,788 | 4.16% | 8.03% | 13.41% | 10 | 400.00% | - | -100.00% |
30 Sep, 13 | 18 | -5.26% | 420,292 | -0.66% | 7.74% | 12.65% | 2 | -88.89% | 6 | 500.00% |
30 Jun, 13 | 19 | 850.00% | 423,080 | 219.64% | 7.82% | 158.08% | 18 | 1700.00% | 1 | - |
31 Mar, 13 | 2 | -50.00% | 132,360 | -14.71% | 2.22% | 27.06% | 1 | -50.00% | - | -100.00% |
31 Dec, 12 | 4 | 33.33% | 155,184 | -1.75% | 2.87% | 33.73% | 2 | 100.00% | 1 | - |
30 Sep, 12 | 3 | -40.00% | 157,955 | -10.71% | 2.92% | 27.16% | 1 | -50.00% | - | - |
30 Jun, 12 | 5 | - | 176,909 | 10.78% | 3.28% | 55.25% | 2 | 100.00% | - | - |
31 Mar, 12 | 5 | -16.67% | 159,690 | -7.75% | 2.44% | 20.96% | 1 | - | - | - |
31 Dec, 11 | 6 | - | 173,111 | 0.08% | 3.41% | 33.90% | 1 | -66.67% | - | - |
30 Sep, 11 | 6 | -25.00% | 172,971 | -14.48% | 3.17% | 18.59% | 3 | -50.00% | - | - |
30 Jun, 11 | 8 | 100.00% | 202,259 | 79.98% | 4.13% | 68.15% | 6 | 100.00% | - | - |
31 Mar, 11 | 4 | 100.00% | 112,377 | 42.05% | 2.46% | 81.69% | 3 | 200.00% | - | - |
31 Dec, 10 | 2 | -33.33% | 79,109 | 9.23% | 1.74% | 69.60% | 1 | - | - | -100.00% |
30 Sep, 10 | 3 | -40.00% | 72,421 | -0.62% | 1.58% | 61.58% | 1 | -66.67% | 1 | - |
30 Jun, 10 | 5 | - | 72,876 | 9.81% | 1.60% | 75.67% | 3 | 200.00% | - | - |
31 Mar, 10 | 5 | -16.67% | 66,364 | -18.85% | 1.45% | 45.28% | 1 | -75.00% | - | -100.00% |
31 Dec, 09 | 6 | - | 81,783 | 169.98% | 1.79% | 404.26% | 4 | 300.00% | 1 | - |
30 Sep, 09 | 6 | -14.29% | 30,292 | -15.96% | 0.67% | 104.86% | 1 | -85.71% | 1 | - |
30 Jun, 09 | 7 | - | 36,043 | - | 0.80% | - | 7 | - | - | - |
30 Sep, 08 | 1 | - | 1,880 | - | 0.04% | 2402.16% | - | - | - | - |
30 Jun, 08 | 1 | - | 1,880 | - | 0.04% | 2430.43% | - | -100.00% | - | - |
31 Mar, 08 | 1 | - | 1,880 | 11.90% | 0.04% | 3090.16% | 1 | - | - | - |
31 Dec, 07 | 1 | - | 1,680 | - | 0.04% | 2728.42% | - | - | - | - |
30 Sep, 07 | 1 | - | 1,680 | - | 0.04% | 2779.61% | - | - | - | - |
30 Jun, 07 | 1 | -50.00% | 1,680 | -85.59% | 0.04% | 57.63% | - | - | - | - |
31 Mar, 07 | 2 | -33.33% | 11,655 | -1.33% | 0.25% | 389.99% | - | -100.00% | - | - |
31 Dec, 06 | 3 | 50.00% | 11,812 | 543.00% | 0.25% | 16263.04% | 1 | -50.00% | - | - |
30 Sep, 06 | 2 | - | 1,837 | - | 0.04% | - | 2 | - | - | - |
30 Mar, 06 | 1 | - | 157 | - | 0.00% | - | 1 | - | - | - |
31 Dec, 04 | 1 | - | 12,700 | - | 0.28% | - | 1 | - | - | - |
30 Sep, 03 | 1 | - | 130 | - | 0.00% | 34665.52% | - | -100.00% | - | - |
30 Jun, 03 | 1 | - | 130 | - | 0.00% | - | 1 | - | - | - |
30 Sep, 02 | 1 | - | 10,000 | - | 0.23% | - | 1 | - | - | - |
30 Sep, 99 | 1 | - | 902 | - | 0.02% | 5102.03% | - | - | - | - |
30 Jun, 99 | 1 | - | 902 | - | 0.02% | 5183.59% | - | -100.00% | - | - |
31 Mar, 99 | 1 | - | 902 | - | 0.02% | - | 1 | - | - | - |
Norwood Financial Insider Shareholders Trades
Open Market Insider Trades
Open Market Insider Buys
Insider Sells
Date | Name | Relation | Role | Transaction | Buy/Sell | Shares | Price | Value | Shares Held | Source |
---|
All Insider Owners Trades
Norwood Financial Insider Ownership Trends
All Insider Trades Trend
Date | Buy | Sell | Buy/Sell Ratio |
---|---|---|---|
Q3 2024 | 11 | - | - |
Q2 2024 | 4 | - | - |
Q1 2024 | 1 | - | - |
Q4 2023 | 18 | 6 | 300.00% |
Q2 2023 | 5 | - | - |
Q1 2023 | 3 | 3 | 100.00% |
Q4 2022 | 19 | 10 | 190.00% |
Q3 2022 | 9 | 19 | 47.37% |
Q2 2022 | 6 | - | - |
Q1 2022 | 1 | 1 | 100.00% |
Q4 2021 | 20 | 11 | 181.82% |
Q3 2021 | 8 | - | - |
Q2 2021 | 7 | 4 | 175.00% |
Q1 2021 | 2 | - | - |
Q4 2020 | 26 | 13 | 200.00% |
Q3 2020 | 13 | 6 | 216.67% |
Q1 2020 | 6 | 3 | 200.00% |
Q4 2019 | 24 | 6 | 400.00% |
Q3 2019 | 7 | 12 | 58.33% |
Q2 2019 | 2 | 3 | 66.67% |
Open Market Insider Trades Trend
Date | Buy | Sell | Buy/Sell Ratio |
---|---|---|---|
Q3 2024 | 11 | - | - |
Q2 2024 | 4 | - | - |
Q1 2024 | 1 | - | - |
Q4 2023 | 2 | 1 | 200.00% |
Q2 2023 | 5 | - | - |
Q1 2023 | 1 | 1 | 100.00% |
Q4 2022 | - | 3 | - |
Q3 2022 | 2 | 7 | 28.57% |
Q2 2022 | 4 | - | - |
Q1 2022 | - | - | - |
Q4 2021 | - | 4 | - |
Q3 2021 | 8 | - | - |
Q2 2021 | 6 | 1 | 600.00% |
Q1 2021 | 2 | - | - |
Q4 2020 | 4 | 2 | 200.00% |
Q3 2020 | 10 | 2 | 500.00% |
Q1 2020 | 4 | 1 | 400.00% |
Q4 2019 | - | - | - |
Q3 2019 | 3 | 6 | 50.00% |
Q2 2019 | 1 | 1 | 100.00% |
Norwood Financial Peer Ownership
Ticker | Company |
---|---|
OFED | Oconee Federal Financial Corp. |
HBCP | Home Bancorp, Inc. |
FSBW | FS Bancorp, Inc. |
CHMG | Chemung Financial Corporation |
OVLY | Oak Valley Bancorp |
FNWD | Finward Bancorp |
FCCO | First Community Corporation |
OPOF | Old Point Financial Corporation |
CWBC | Community West Bancshares |
ESSA | ESSA Bancorp, Inc. |
FFNW | First Financial Northwest, Inc. |
HMNF | HMN Financial, Inc. |
HFBL | Home Federal Bancorp, Inc. of Louisiana |
RBKB | Rhinebeck Bancorp, Inc. |
FNWB | First Northwest Bancorp |
NWFL Ownership FAQ
Who Owns Norwood Financial?
Norwood Financial is owned by institutional shareholders (22.34%), insiders (9.58%), and public (68.09%). The largest institutional shareholder of Norwood Financial is BLACKROCK INC. (6.85% of total shares) and the top mutual fund owner is Absolute Shares Trust (0.04% of total shares).
Who are the major institutional shareholders of Norwood Financial?
Norwood Financial's major institutional shareholders are BLACKROCK INC., VANGUARD GROUP INC, GEODE CAPITAL MANAGEMENT, LLC, DIMENSIONAL FUND ADVISORS LP, and STATE STREET CORP. The top five shareholders own together 16.09% of the company's share outstanding.
How many Norwood Financial shareholders are there?
As of Jun 2024, there are 50 institutional shareholders of Norwood Financial.
What percentage of Norwood Financial is owned by BLACKROCK INC?
BLACKROCK INC owns 551.74K shares of Norwood Financial, representing 6.85% of the company's total shares outstanding, valued at $14M (as of Jun 2024).
What percentage of Norwood Financial is owned by VANGUARD GROUP INC?
As of Jun 2024, VANGUARD GROUP INC holds 381.28K shares of Norwood Financial (NWFL), compromising 4.73% of the company, valued at $9.68M.
What percentage of Norwood Financial is owned by GEODE CAPITAL MANAGEMENT, LLC?
GEODE CAPITAL MANAGEMENT, LLC is the third largest holder of Norwood Financial. The company owns 166.57K of the company's shares outstanding (worth $4.23M).