CWBC / Community West Bancshares - Institutionellt ägande - Säljare

Community West Bancshares

Institutionellt ägande och fondägande - Säljare

Denna sida visar institutioner, fonder och större aktieägare som har minskat sina innehav eller stängt sina positioner under den senaste rapporteringsperioden. Röda rader indikerar stängda positioner. Klicka på länk-symbolen för att se hela transaktionshistoriken.

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Fil Datum Källa Investerare Typ Genomsnittligt pris
(beräknat)
Aktier Δ Aktier
(%)
Rapporterat
värde
(1000 USD)
Δ Värde
(%)
Portföljallokering
(%)
2025-05-15 13F/A Orion Portfolio Solutions, LLC 27 210 −1,09 503 −5,64
2025-08-08 13F Pnc Financial Services Group, Inc. 2 532 −1,29 49 4,26
2025-08-14 13F Goldman Sachs Group Inc 38 070 −20,00 743 −15,59
2025-05-15 13F GWM Advisors LLC 0 −100,00 0 −100,00
2025-08-04 13F Spire Wealth Management 1 297 −5,74 25 0,00
2025-08-22 NP FISVX - Fidelity Small Cap Value 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 14 675 −18,59 286 −14,11
2025-08-11 13F Empowered Funds, LLC 0 −100,00 0
2025-08-14 13F Arbiter Partners Capital Management LLC 43 864 −13,55 856 −8,75
2025-08-19 NP GARTX - Goldman Sachs Absolute Return Tracker Fund Class A 5 816 −42,81 113 −39,57
2025-08-14 13F Point72 (DIFC) Ltd 0 −100,00 0
2025-06-26 NP TSLCX - Transamerica Small Cap Value C 5 450 −6,03 95 −15,93
2025-08-18 NP PACIFIC SELECT FUND - PD Small-Cap Value Index Portfolio Class P 2 907 −19,36 57 −15,15
2025-07-28 NP AVUV - Avantis U.S. Small Cap Value 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 52 389 −21,50 933 −27,58
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 165 991 −1,08 2 905 −11,19
2025-06-26 NP USMIX - Extended Market Index Fund 1 909 −7,01 33 −17,50
2025-06-23 NP UAPIX - Ultrasmall-cap Profund Investor Class 174 −29,55 3 −25,00
2025-08-14 13F Royal Bank Of Canada 11 413 −5,09 222 0,00
2025-07-14 13F GAMMA Investing LLC 47 −30,88 1 −100,00
2025-08-14 13F Cubist Systematic Strategies, LLC 10 878 −4,07 212 1,44
2025-08-13 13F Northern Trust Corp 148 091 −2,60 2 889 2,85
2025-08-14 13F MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 9 175 −9,94 179 −4,79
2025-07-29 NP VTWV - Vanguard Russell 2000 Value Index Fund ETF 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 11 184 −4,46 199 −11,56
2025-08-11 13F Rothschild Investment Llc 0 −100,00 0
2025-08-13 13F Victory Capital Management Inc 54 300 −3,04 1 059 2,42
2025-08-26 NP Profunds - Profund Vp Ultrasmall-cap 58 −4,92 1 0,00
2025-08-12 13F Deutsche Bank Ag\ 12 685 −24,93 247 −20,83
2025-08-14 13F Potentia Wealth 0 −100,00 0
2025-08-14 13F Jane Street Group, Llc 23 843 −25,45 465 −21,32
2025-08-13 13F Russell Investments Group, Ltd. 274 −67,30 5 −66,67
2025-06-25 NP CSMIX - Columbia Small Cap Value Fund I Class A 206 963 −0,10 3 622 −10,30
2025-08-14 13F Citadel Advisors Llc Call 0 −100,00 0
2025-06-26 NP DFQTX - U.s. Core Equity 2 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 27 567 −14,59 482 −23,37
2025-06-30 NP PRFZ - Invesco FTSE RAFI US 1500 Small-Mid ETF This fund is a listed as child fund of Invesco Ltd. 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 14 623 −17,66 256 −26,30
2025-08-26 NP IWV - iShares Russell 3000 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 7 082 −0,78 138 5,34
2025-06-26 NP DFSCX - U.s. Micro 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 73 020 −3,45 1 278 −13,36
2025-05-14 13F Arrowstreet Capital, Limited Partnership 0 −100,00 0
2025-08-14 13F California State Teachers Retirement System 0 −100,00 0
2025-08-12 13F Private Management Group Inc 548 634 −0,26 10 704 5,29
2025-06-23 NP SLPIX - Small-cap Profund Investor Class 16 −11,11 0
2025-07-09 13F Massmutual Trust Co Fsb/adv 23 −76,77 0 −100,00
2025-08-08 13F SG Americas Securities, LLC 0 −100,00 0
2025-08-12 13F CIBC Private Wealth Group, LLC 1 200 −4,61 23 15,00
2025-08-27 NP RYMKX - Russell 2000 1.5x Strategy Fund Class H 24 −7,69 0
2025-08-11 13F Citigroup Inc 7 297 −45,18 142 −42,04
2025-08-27 NP RYRUX - Russell 2000 2x Strategy Fund A-Class Shares 85 −1,16 2 0,00
2025-08-06 13F True Wealth Design, LLC 1 −97,56 0
2025-08-14 13F UBS Group AG 7 604 −27,62 148 −23,71
2025-08-14 13F Susquehanna International Group, Llp 22 725 −2,76 443 2,78
2025-06-26 NP TISBX - TIAA-CREF Small-Cap Blend Index Fund Institutional Class 20 065 −12,01 351 −20,95
2025-08-12 13F Nuveen, LLC 23 297 −25,48 455 −21,32
2025-08-28 NP IWM - iShares Russell 2000 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 447 974 −8,39 8 740 −3,29
2025-08-27 NP BBVSX - Bridge Builder Small/Mid Cap Value Fund 6 413 −13,11 125 −8,09
2025-08-18 NP PACIFIC SELECT FUND - Small-Cap Equity Portfolio Class I 1 280 −10,80 25 −7,69
2025-08-14 13F Bnp Paribas Arbitrage, Sa 4 705 −74,75 92 −73,55
2025-08-26 NP EQ ADVISORS TRUST - 1290 VT Small Cap Value Portfolio Class IB 2 404 −16,59 47 −13,21
2025-08-27 NP RYRRX - Russell 2000 Fund Class A 39 −2,50 1
2025-08-14 13F Citadel Advisors Llc Put 0 −100,00 0
2025-07-24 NP FSRBX - Banking Portfolio 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 195 900 −9,81 3 487 −16,76
2025-08-13 13F Kennedy Capital Management, Inc. 0 −100,00 0
2025-05-30 NP BSVO - EA Bridgeway Omni Small-Cap Value ETF 31 579 −52,83 584 −55,02
2025-08-12 13F Corebridge Financial, Inc. 0 −100,00 0
2025-07-28 NP ITWO - ProShares Russell 2000 High Income ETF 286 −3,38 5 0,00
2025-08-28 NP IWN - iShares Russell 2000 Value 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 121 532 −22,55 2 371 −18,21
2025-08-29 NP EES - WisdomTree U.S. SmallCap Fund N/A 4 255 −2,61 83 3,75
2025-07-30 13F Forum Financial Management, LP 0 −100,00 0
2025-08-28 NP MMEAX - Victory Integrity Discovery Fund Class A 29 200 −5,50 570 −0,35
2025-08-14 13F Manufacturers Life Insurance Company, The 352 351 −0,73 6 874 4,80
2025-08-12 13F Coldstream Capital Management Inc 0 −100,00 0
2025-08-12 13F American Century Companies Inc 90 053 −4,56 1 757 0,75
2025-07-28 NP URTY - ProShares UltraPro Russell2000 1 237 −28,50 22 −33,33
2025-08-13 13F Invesco Ltd. 19 471 −3,81 380 1,34
2025-08-13 13F MetLife Investment Management, LLC 9 107 −1,25 178 4,12
2025-08-26 NP NORTHERN FUNDS - NORTHERN SMALL CAP CORE FUND Class K 5 527 −5,54 108 −0,93
2025-08-12 13F Picton Mahoney Asset Management 0 −100,00 0
2025-08-14 13F Fourthstone LLC 1 573 924 −12,34 30 707 −7,46
2025-08-27 13F/A Squarepoint Ops LLC 0 −100,00 0 −100,00
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 274 084 −0,17 5 347 5,40
2025-08-14 13F Bridgeway Capital Management Inc 46 701 −40,34 911 −37,00
2025-08-14 13F Fmr Llc 196 756 −7,74 3 839 −2,59
2025-08-08 13F Geode Capital Management, Llc 396 070 −0,21 7 729 5,36
2025-08-14 13F Private Wealth Advisors, LLC 0 −100,00 0
2025-07-11 13F Farther Finance Advisors, LLC 4 −98,45 0 −100,00
2025-06-26 NP FRBAX - Regional Bank Fund Class A 185 577 −0,78 3 248 −10,92
2025-06-23 NP PJARX - SmallCap Value Fund II R-3 1 228 −0,49 21 −12,50
2025-06-18 NP GMRAX - Nationwide Small Cap Index Fund Class A 1 284 −20,79 22 −29,03
2025-08-28 NP SSMHX - State Street Small/mid Cap Equity Index Portfolio This fund is a listed as child fund of State Street Corp 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 5 400 −10,00 105 −4,55
2025-07-28 NP UWM - ProShares Ultra Russell2000 1 688 −18,81 30 −25,00
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