MYFW Institutionellt ägande, köpare - First Western Financial, Inc.

Institutionellt ägande och fondägande - Köpare

Större innehavare som har öppnat nya positioner i First Western Financial, Inc. inkluderar Marshall Wace, Llp, Colorado Capital Management, Inc., Los Angeles Capital Management Llc, Arrowstreet Capital, Limited Partnership, Cubist Systematic Strategies, LLC, Jane Street Group, Llc, AUERX - Auer Growth Fund, Quadrature Capital Ltd, Trexquant Investment LP, SLPAX - Siit Small Cap Fund - Class A, SECAX - SIIT Small Cap II Fund - Class A, SLLAX - SIMT Small Cap Fund Class F, DTSGX - Small Company Growth Portfolio Investment Class, GAMMA Investing LLC, Point72 (DIFC) Ltd, Allworth Financial LP, och IFP Advisors, Inc .

Denna sida visar förändringar i ägarstrukturen genom att lista institutioner, fonder och större aktieägare som har ökat sina innehav eller öppnat nya positioner under den senaste rapporteringsperioden. Gröna rader indikerar nya positioner. Klicka på länk symbolen för att se hela transaktionshistoriken.

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Fil Datum	Källa	Investerare	Aktier	Δ Aktier (%)	Rapporterat värde (1000 USD)	Δ Värde (%)
2025-08-15	13F	Morgan Stanley	27 974	32,68	631	52,42
2025-07-29	NP	VRTIX - Vanguard Russell 2000 Index Fund Institutional Shares 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	40 179	9,21	837	14,50
2025-06-27	NP	RSSL - Global X Russell 2000 ETF	5 001	5,91	105	6,06
2025-08-12	13F	Charles Schwab Investment Management Inc	24 018	6,49	542	22,12
2025-06-26	NP	FLXSX - Fidelity Flex Small Cap Index Fund This fund is a listed as child fund of Fmr Llc 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	1 519	18,49	32	18,52
2025-06-27	NP	EBIT - Harbor AlphaEdge Small Cap Earners ETF	119	2,59	3	0,00
2025-08-28	NP	IWO - iShares Russell 2000 Growth ETF This fund is a listed as child fund of BlackRock 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	25 917	18,13	585	35,50
2025-08-26	NP	EQ ADVISORS TRUST - 1290 VT Micro Cap Portfolio Class IB	1 713	16,37	39	35,71
2025-08-26	NP	EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IB	1 700	132,88	38	171,43
2025-05-29	NP	JAFEX - Total Stock Market Index Trust NAV	158	327,03	3
2025-08-13	13F	Jacobs Asset Management, Llc	340 000	4,56	7 670	20,05
2025-07-29	NP	SLPAX - Siit Small Cap Fund - Class A	3 510		73
2025-08-13	13F	Arrowstreet Capital, Limited Partnership	15 823		357
2025-07-28	NP	VCSLX - Small Cap Index Fund	3 447	11,30	72	16,39
2025-08-14	13F	State Street Corp	123 866	14,25	2 794	31,17
2025-08-13	13F	Marshall Wace, Llp	97 234		2 194
2025-08-12	13F	Proequities, Inc.	0		0
2025-08-13	13F	Federated Hermes, Inc.	31		1
2025-07-29	NP	SECAX - SIIT Small Cap II Fund - Class A	2 940		61
2025-08-11	13F	Empowered Funds, LLC	27 051	9,24	610	25,51
2025-07-28	NP	HDG - ProShares Hedge Replication ETF	11	10,00	0
2025-08-14	13F	Bridgeway Capital Management Inc	82 533	2,85	1 862	18,08
2025-08-14	13F	Millennium Management Llc	38 824		876
2025-08-07	13F	Acadian Asset Management Llc	71 638	76,34	2
2025-07-09	13F	Harbor Capital Advisors, Inc.	120	2,56	0
2025-06-26	NP	FSSNX - Fidelity Small Cap Index Fund This fund is a listed as child fund of Fmr Llc 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	79 075	1,43	1 668	1,40
2025-07-28	NP	AVSC - Avantis U.S. Small Cap Equity ETF This fund is a listed as child fund of American Century Companies 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	1 939	50,31	40	60,00
2025-08-14	13F/A	Barclays Plc	22 957	31,45	1
2025-08-14	13F	Royal Bank Of Canada	11 723	67,45	265	93,43
2025-07-24	NP	FSMAX - Fidelity Extended Market Index Fund This fund is a listed as child fund of Fmr Llc 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	39 928	0,79	832	5,72
2025-06-26	NP	DFSVX - U.s. Small Cap Value Portfolio - Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp 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	15 089	13,91	318	13,98
2025-08-12	13F	Rhumbline Advisers	13 112	3,27	296	18,47
2025-08-08	13F/A	Sterling Capital Management LLC	169	59,43	4	50,00
2025-08-28	NP	ITOT - iShares Core S&P Total U.S. Stock Market ETF This fund is a listed as child fund of BlackRock 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	29 279	2,69	661	17,86
2025-08-27	NP	RYRUX - Russell 2000 2x Strategy Fund A-Class Shares	42	2,44	1
2025-08-14	13F	Boothbay Fund Management, Llc	98 717	5,52	2 227	21,16
2025-08-12	13F	Trexquant Investment LP	9 079		205
2025-08-26	NP	EQ ADVISORS TRUST - ATM Small Cap Managed Volatility Portfolio Class K	2 791	20,77	63	37,78
2025-07-30	NP	AUERX - Auer Growth Fund	10 000		208
2025-08-13	13F	Northern Trust Corp	61 760	1,10	1 393	16,08
2025-08-14	13F	Mendon Capital Advisors Corp	280 524	9,07	6 329	25,21
2025-07-14	13F	GAMMA Investing LLC	92		2
2025-08-07	13F	Allworth Financial LP	8		0
2025-08-11	13F	Vanguard Group Inc	433 452	7,96	9 779	23,94
2025-08-14	13F	Cubist Systematic Strategies, LLC	10 874		245
2025-08-27	NP	BBGSX - Bridge Builder Small/Mid Cap Growth Fund	636	72,36	14	100,00
2025-08-14	13F	Point72 (DIFC) Ltd	80		2
2025-08-22	NP	FECGX - Fidelity Small Cap Growth Index Fund This fund is a listed as child fund of Fmr Llc 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	1 977	37,67	45	57,14
2025-08-28	NP	DTSGX - Small Company Growth Portfolio Investment Class	354		8
2025-08-26	NP	AFMCX - Acuitas US Microcap Fund Institutional Shares	34 236	18,43	772	35,92
2025-08-26	NP	NSIDX - Northern Small Cap Index Fund	3 926	16,43	89	33,33
2025-08-14	13F	Wells Fargo & Company/mn	6 351	6,10	143	22,22
2025-06-23	NP	PJARX - SmallCap Value Fund II R-3	423	22,97	9	14,29
2025-08-08	13F	Geode Capital Management, Llc	181 708	3,67	4 100	19,02
2025-08-14	13F	Fmr Llc	3 144	0,38	71	14,75
2025-08-29	NP	JAEWX - Small Cap Index Trust NAV	1 756	2,99	40	18,18
2025-08-13	13F	EverSource Wealth Advisors, LLC	51	920,00	1
2025-07-24	13F	IFP Advisors, Inc	0		0
2025-06-26	NP	DFSV - Dimensional US Small Cap Value ETF	7 890	30,52	166	30,71
2025-08-11	13F	Persistent Asset Partners Ltd	23 406	34,64	528	54,84
2025-08-13	13F	Quadrature Capital Ltd	9 682		219
2025-07-11	13F	Colorado Capital Management, Inc.	39 744		1
2025-06-27	NP	SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1	920	2,34	19	5,56
2025-08-26	NP	QABA - First Trust NASDAQ ABA Community Bank Index Fund This fund is a listed as child fund of First Trust Advisors Lp 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	6 200	6,88	140	23,01
2025-08-28	NP	SLLAX - SIMT Small Cap Fund Class F	1 850		42
2025-07-24	NP	FCFMX - Fidelity Series Total Market Index Fund This fund is a listed as child fund of Fmr Llc 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	10 366	8,32	216	13,68
2025-06-26	NP	DFSTX - U.s. Small Cap Portfolio - Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp 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	11 838	6,16	250	5,96
2025-08-14	13F	PMC FIG Opportunities LLC	67 877	133,54	1 531	168,13
2025-08-14	13F	Punch & Associates Investment Management, Inc.	314 737	49,54	7 100	71,70
2025-08-26	NP	EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IB	2 760	52,49	62	77,14
2025-06-26	NP	DFAT - Dimensional U.S. Targeted Value ETF	24 201	13,08	510	13,08
2025-08-14	13F	UBS Group AG	18 491	30,59	417	50,00
2025-06-26	NP	DFFVX - U.S. Targeted Value Portfolio - Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp 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	48 929	5,67	1 032	5,53
2025-08-27	NP	VEXMX - Vanguard Extended Market Index Fund Investor Shares 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	129 001	29,41	2 910	48,62
2025-08-13	13F	Renaissance Technologies Llc	74 800		1 687
2025-08-14	13F	North Reef Capital Management LP	545 722	43,92	12 311	65,25
2025-08-12	13F	Nuveen, LLC	32 251	14,58	728	31,46
2025-08-14	13F	Citadel Advisors Llc	58 941	159,72	1 330	198,65
2025-08-29	NP	JAFVX - Strategic Equity Allocation Trust Series NAV	1 371	13,87	31	30,43
2025-08-28	NP	QCSTRX - Stock Account Class R1	8 150		184
2025-08-14	13F	Bnp Paribas Arbitrage, Sa	1 190	44,59	27	62,50
2025-08-08	13F	First Western Trust Bank	112 665	0,44	2 542	15,29
2025-08-28	NP	IWC - iShares Micro-Cap ETF This fund is a listed as child fund of BlackRock 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	18 495	1,51	417	16,48
2025-07-25	13F	Cwm, Llc	363	62,78	0
2025-08-07	13F	Los Angeles Capital Management Llc	33 481		755
2025-08-12	13F	Dimensional Fund Advisors Lp	237 347	17,89	5 355	35,37
2025-08-12	13F	Legal & General Group Plc	810	12,66	18	28,57
2025-08-14	13F	Jane Street Group, Llc	10 853		245
2025-08-29	NP	BSVO - EA Bridgeway Omni Small-Cap Value ETF	27 015	9,09	609	25,31
2025-08-14	13F	RMB Capital Management, LLC	197 056	0,20	4 446	15,04
2025-08-15	13F	Tower Research Capital LLC (TRC)	1 329	92,89	30	123,08
2025-08-26	NP	Profunds - Profund Vp Small-cap	19	5,56	0
2025-07-25	13F	Sippican Capital Advisors	45 100	12,55	1 017	29,22

MYFW / First Western Financial, Inc. - Institutionellt ägande - Köpare

Institutionellt ägande och fondägande - Köpare

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