Proprietà istituzionale e dei fondi - Acquirenti
I principali detentori che hanno aperto nuove posizioni in First Western Financial, Inc. includono Vanguard Capital Management Llc, Vanguard Fiduciary Trust Co, Vanguard Portfolio Management Llc, Vanguard Global Advisers, LLC, Root Financial Partners, LLC, e Rothschild Investment Llc .
Questa pagina mostra i cambiamenti nella struttura proprietaria elencando le istituzioni, i fondi e i principali azionisti che hanno aumentato le loro partecipazioni o aperto nuove posizioni nell'ultimo periodo di riferimento. Le righe verdi indicano le nuove posizioni. Fai clic sull'icona del link per visualizzare la cronologia completa delle transazioni.
Esegui l'upgradeper sbloccare i dati premium.
| Data di deposito | Fonte | Investitore | Tipo | Prezzo medio (Stima) |
Azioni | Δ Azioni (%) |
Valore dichiarato ($ 1000) |
Δ Valore (%) |
Allocazione del portafoglio (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-15 | 13F | Round Rock Advisors, LLC | 47.431 | 15,46 | 1.166 | 5,81 | ||||
| 2026-05-12 | 13F | First Western Trust Bank | 98.231 | 7,38 | 2.415 | -1,55 | ||||
| 2026-05-07 | 13F | Dimensional Fund Advisors Lp | 261.734 | 2,52 | 6.434 | -5,99 | ||||
| 2026-05-12 | 13F | Rhumbline Advisers | 10.030 | 0,73 | 247 | -7,52 | ||||
| 2026-05-14 | 13F | Banc Funds Co Llc | 348.404 | 0,67 | 8.564 | -7,71 | ||||
| 2026-04-20 | 13F | State of Alaska, Department of Revenue | 696 | 46,22 | 0 | |||||
| 2026-05-14 | 13F | Northern Trust Corp | 57.951 | 4,43 | 1.424 | -4,24 | ||||
| 2026-04-30 | 13F | Nuveen, LLC | 24.272 | 0,71 | 597 | -7,74 | ||||
| 2026-05-15 | 13F | Hotchkis & Wiley Capital Management Llc | 131.158 | 0,28 | 3.224 | -8,07 | ||||
| 2026-05-15 | 13F | Empowered Funds, LLC | 36.468 | 9,40 | 896 | 0,34 | ||||
| 2026-05-11 | 13F | Citigroup Inc | 402 | 113,83 | 10 | 80,00 | ||||
| 2026-05-13 | 13F | Algebris (uk) Ltd | 344.049 | 0,95 | 8.443 | -7,65 | ||||
| 2026-05-15 | 13F/A | Vanguard Capital Management Llc | 353.829 | 8.697 | ||||||
| 2026-05-15 | 13F | Wellington Management Group Llp | 520.329 | 114,41 | 12.790 | 96,57 | ||||
| 2026-05-15 | 13F | Aqr Capital Management Llc | 14.061 | 6,39 | 346 | -2,54 | ||||
| 2026-05-15 | 13F | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 3.931 | 2,66 | 97 | -5,88 | ||||
| 2026-05-15 | 13F | State Street Corp | 129.319 | 0,71 | 3.179 | -7,67 | ||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 33.771 | 21,10 | 830 | 11,11 | ||||
| 2026-05-14 | 13F | Allworth Financial LP | 17 | 112,50 | 0 | |||||
| 2026-04-06 | 13F | GAMMA Investing LLC | 111 | 20,65 | 3 | 0,00 | ||||
| 2026-05-15 | 13F | Bridgeway Capital Management Inc | 83.850 | 3,88 | 2.061 | -4,76 | ||||
| 2026-04-24 | 13F | Root Financial Partners, LLC | 4 | 0 | ||||||
| 2026-01-29 | 13F | Vanguard Group Inc | 455.597 | 6,59 | 12.215 | 24,11 | ||||
| 2026-05-07 | 13F | Diamond Hill Capital Management Inc | 159.832 | 0,75 | 3.929 | -7,64 | ||||
| 2026-05-07 | 13F | Rothschild Investment Llc | 3 | 0 | ||||||
| 2026-05-15 | 13F/A | EverSource Wealth Advisors, LLC | 50 | 4,17 | 1 | 0,00 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 6 | 20,00 | 0 | |||||
| 2026-05-08 | 13F | Vanguard Global Advisers, LLC | 2.689 | 66 | ||||||
| 2026-05-08 | 13F | Vanguard Fiduciary Trust Co This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 51.130 | 1.257 | ||||||
| 2026-05-05 | 13F | UBS Group AG | 28.860 | 432,77 | 709 | 388,97 | ||||
| 2026-05-15 | 13F | MAI Capital Management | 5 | 25,00 | 0 | |||||
| 2026-05-15 | 13F | Tower Research Capital LLC (TRC) | 1.166 | 180,29 | 29 | 154,55 | ||||
| 2026-02-13 | 13F | Barclays Plc | 21.788 | 6,06 | 584 | 23,47 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 12.053 | 10,83 | 296 | 1,72 | ||||
| 2026-05-15 | 13F | Alliancebernstein L.p. | 206.929 | 1,42 | 5.548 | 1,43 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 719 | 4,66 | 18 | |||||
| 2026-02-05 | 13F | Northwestern Mutual Wealth Management Co | 76.048 | 36.113,33 | 3.701 | 92.400,00 | ||||
| 2026-05-15 | 13F | Brevan Howard Capital Management LP | 100.000 | 46,62 | 2.458 | 34,46 | ||||
| 2026-04-28 | 13F | Harbor Capital Advisors, Inc. | 163 | 32,52 | 0 | |||||
| 2026-05-08 | 13F | Vanguard Portfolio Management Llc | 48.518 | 1.193 | ||||||
| 2026-05-15 | 13F | North Reef Capital Management LP | 716.609 | 4,47 | 17.614 | -4,22 | ||||
| 2026-05-08 | 13F | Tieton Capital Management, LLC | 190.094 | 3,53 | 5 | 0,00 |
