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Get Institutions for : 
Bankwell Financial Group, Inc. (BWFG)  
$37.86 0.78 (2.1%) as of 4:30 Thu 7/3


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 78    8
Total shares held : 
 3,052,253  
% of shares held : 
 39.61%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   2  
Amount of shares held : 
 33,334  
% of shares held change : 
   0.43%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $30.30  
Last Quarter's Ending Price : 
 $30.18  
Last Quarter's Average Price : 
 $30.37  
Change from last quarter's     
avg. price to the last closing  : 
7.49 (24.66%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
10
 94,676
 3.1%
 
Increased Positions :
21
 102,920
 3.37%
 
Unchanged Positions :
20
 202,272
 6.63%
 
Decreased Positions :
27
-157,513
-5.16%
 
Closed Positions :
2
-6,749
-0.22%
 
Guru Positions :
0
 0%
 
View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for period: 12-31-2023 View holdings for period: 3-31-2024 View holdings for period: 6-30-2024 View holdings for period: 9-30-2024 View holdings for period: 12-31-2024 View holdings for the current period

  Page 1 of 1  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   BlackRock Inc. 3084 - 2025-03-31 421,891 $12,733,000 -7,436
   VANGUARD GROUP INC 2832 - 2025-03-31 338,071 $10,203,000 -437
   DIMENSIONAL FUND ADVISORS INC 2302 - 2025-03-31 293,293 $8,851,000 4,422
   Pacific Ridge Capital Partners LLC 28 - 2025-03-31 179,127 $5,406,000 4,543
   Fourthstone LLC 20 - 2025-03-31 166,563 $5,027,000 60,978
   BANC FUNDS CO LLC 49 - 2025-03-31 159,377 $4,810,000 -90,046
   GEODE CAPITAL MANAGEMENT LLC 2695 - 2025-03-31 151,206 $4,564,000 3,171
   RENAISSANCE TECHNOLOGIES LLC 1529 - 2025-03-31 142,348 $4,296,000 -7,900
   Siena Capital Management LLC 40 - 2025-03-31 110,338 $3,330,000 0
   LSV ASSET MANAGEMENT 521 - 2025-03-31 109,800 $3,314,000 -5,900
   GM Advisory Group Inc. 63 - 2025-03-31 104,477 $3,153,000 14,119
   ACADIAN ASSET MANAGEMENT LLC 687 - 2025-03-31 88,343 $2,664,000 2,368
   STATE STREET CORP 2994 - 2025-03-31 78,309 $2,363,000 142
   NORTHERN TRUST CORP 2900 - 2025-03-31 68,974 $2,082,000 -1,676
   COMMONWEALTH EQUITY SERVICES LLC. 1909 *New 2025-03-31 62,367 $1,882,000 62,367
   GOLDMAN SACHS GROUP INC/ 3462 - 2025-03-31 48,830 $1,474,000 -2,669
   BRIDGEWAY CAPITAL MANAGEMENT INC 584 - 2025-03-31 46,264 $1,396,000 -8,501
   AMERICAN CENTURY COMPANIES INC 2206 - 2025-03-31 37,217 $1,123,000 -158
   KENNEDY CAPITAL MANAGEMENT INC 496 - 2025-03-31 36,312 $1,096,000 0
   BANK OF NEW YORK MELLON CORP 3101 - 2025-03-31 29,073 $877,000 -1,189
   Summit Trail Advisors LLC 189 - 2025-03-31 25,523 $770,000 -300
   SeaCrest Wealth Management LLC 230 - 2025-03-31 25,118 $758,000 5,077
   MORGAN STANLEY 4972 - 2025-03-31 24,494 $739,000 -8,847
   Northeast Financial Consultants Inc 177 - 2025-03-31 21,903 $661,000 0
   Empowered Funds LLC 1130 - 2025-03-31 21,262 $642,000 702
   SCHWAB CHARLES INVESTMENT MANAGEMENT INC 3034 - 2025-03-31 18,636 $562,000 1,000
   BARCLAYS PLC 2697 - 2025-03-31 18,590 $561,000 -3,239
   UBS Group AG 4571 - 2025-03-31 18,010 $544,000 98
   CAPTRUST FINANCIAL ADVISORS 1623 - 2025-03-31 16,652 $503,000 165
   CITADEL ADVISORS LLC 3893 - 2025-03-31 14,726 $444,000 2,370
   J P MORGAN CHASE & CO 3857 - 2025-03-31 13,447 $406,000 -10,143
   Bridge City Capital LLC 96 - 2025-03-31 13,135 $396,000 -442
   WELLS FARGO & CO/MN 3709 - 2025-03-31 11,623 $351,000 285
   ROYAL BANK OF CANADA 3800 - 2025-03-31 11,530 $347,000 -70
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 4786 *New 2025-03-31 9,953 $300,000 9,953
   Sierra Capital LLC 109 - 2025-03-31 9,188 $277,000 110
   BANK OF AMERICA CORP /DE/ 4832 - 2025-03-31 9,026 $272,000 -2,808
   RHUMBLINE ADVISERS 2947 - 2025-03-31 8,784 $265,000 -451
   NUVEEN ASSET MANAGEMENT, LLC 3115 - 2024-12-31 8,096 $252,000 0
   JANE STREET GROUP LLC 4275 *New 2025-03-31 8,269 $250,000 8,269
   Nuveen LLC 3028 - 2025-03-31 8,096 $244,000 0
   ARROWSTREET CAPITAL LIMITED PARTNERSHIP 1728 - 2025-03-31 7,653 $231,000 0
   KESTRA PRIVATE WEALTH SERVICES LLC 1325 *New 2025-03-31 7,185 $217,000 7,185
   HSBC HOLDINGS PLC 2154 - 2025-03-31 6,835 $206,000 -788
   MACKENZIE FINANCIAL CORP 1516 - 2025-03-31 6,773 $204,000 -2,251
   Trexquant Investment LP 1467 *New 2025-03-31 6,755 $204,000 6,755
   STRS OHIO 1577 - 2025-03-31 4,900 $148,000 0
   CITIGROUP INC 3434 - 2025-03-31 4,863 $147,000 -504
   NEW YORK STATE COMMON RETIREMENT FUND 2379 - 2025-03-31 3,951 $119,000 0
   MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 2555 - 2025-03-31 3,896 $118,000 156
   MetLife Investment Advisors LLC 2516 - 2025-03-31 3,357 $101,000 0
   DEUTSCHE BANK AG 3079 - 2025-03-31 3,330 $100,000 0
   Corebridge Financial Inc. 2461 - 2025-03-31 3,161 $95,000 -46
   Key Financial Inc 383 - 2025-03-31 2,900 $88,000 0
   US BANCORP 2715 - 2025-03-31 1,689 $51,000 0
   FMR LLC 3663 - 2025-03-31 1,593 $48,000 -212
   BNP PARIBAS ARBITRAGE SA 3489 - 2024-12-31 1,304 $41,000 -586
   PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 2052 - 2025-03-31 958 $29,000 -145
   BNP PARIBAS ARBITRAGE SA 3478 - 2025-03-31 810 $24,000 695
   LEGAL & GENERAL GROUP PLC 2971 - 2025-03-31 637 $19,000 0
   Capital Advisors Ltd. LLC 690 - 2025-03-31 458 $14,000 0
   CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 2653 - 2025-03-31 467 $14,000 0
   NISA INVESTMENT ADVISORS L L C 2015 - 2025-03-31 478 $14,000 0
   CWM LLC 3878 - 2025-03-31 457 $14,000 214
   SUMMIT INVESTMENT ADVISORS INC 2712 - 2025-03-31 423 $13,000 0
   TOWER RESEARCH CAPITAL LLC 3676 - 2025-03-31 320 $10,000 -1,244
   JONES FINANCIAL COMPANIES LLLP - 2025-03-31 200 $6,000 0
   AMALGAMATED BANK 2632 - 2025-03-31 196 $6,000 0
   Russell Investments Group Ltd. 3282 - 2025-03-31 138 $4,000 82
   STERLING CAPITAL MANAGEMENT LLC 2478 - 2025-03-31 111 $3,000 -96
   COLDSTREAM CAPITAL MANAGEMENT INC 2934 *New 2025-03-31 68 $2,000 68
   PNC FINANCIAL SERVICES GROUP INC 4250 *New 2025-03-31 52 $2,000 52
   Cornerstone Planning Group LLC 1102 - 2025-03-31 17 $1,000 0
   GAMMA Investing LLC 3459 - 2025-03-31 36 $1,000 1
   MASSMUTUAL TRUST CO FSB/ADV 2176 - 2025-03-31 22 $1,000 0
   Spire Wealth Management 2440 *New 2025-03-31 20 $1,000 20
   Fortitude Family Office LLC 1049 - 2025-03-31 45 $1,000 0
   Covestor Ltd 1922 - 2025-03-31 25 $1,000 -15
   Connor Clark & Lunn Investment Management Ltd. 1430 *Closed 2025-03-31 0 $0 -6,719
   Advisor Group Holdings Inc. 6940 *Closed 2025-03-31 0 $0 -30
   PROEQUITIES INC. 9643 - 2025-03-31 0 $0 0
   EverSource Wealth Advisors LLC 4162 *New 2025-03-31 5 $0 5
   True Wealth Design LLC 1699 *New 2025-03-31 2 $0 2
  83 Records found
  1    
  Page 1 of 1
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