Q1 2024 13F Holders as of 3/31/2024
-
Type / Class
-
Equity / COM
-
Number of holders
-
55
-
Total 13F shares, excl. options
-
5.43M
-
Shares change
-
+105K
-
Total reported value, excl. options
-
$79.2M
-
Value change
-
+$386K
-
Number of buys
-
23
-
Number of sells
-
-21
-
Price
-
$14.58
Significant Holders of First Western Financial Inc - COM (MYFW) as of Q1 2024
62 filings reported holding MYFW - First Western Financial Inc - COM as of Q1 2024.
First Western Financial Inc - COM (MYFW) has 55 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 5.43M shares
.
Largest 10 shareholders include BANC FUNDS CO LLC (766K shares), BlackRock Inc. (510K shares), North Reef Capital Management LP (402K shares), VANGUARD GROUP INC (369K shares), FJ Capital Management LLC (369K shares), WASATCH ADVISORS LP (364K shares), PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. (347K shares), ALLIANCEBERNSTEIN L.P. (330K shares), KENNEDY CAPITAL MANAGEMENT LLC (246K shares), and Strategic Value Bank Partners LLC (221K shares).
This table shows the top 55 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.