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Get Institutions for : 
Finwise Bancorp (FINW)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 41    4
Total shares held : 
3,673,793  
% of shares held : 
29.99%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  13  
Amount of shares held : 
224,265  
% of shares held change : 
  1.83%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
N/A  
Last Quarter's Ending Price : 
N/A  
Last Quarter's Average Price
N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
10
 134,226
 3.65%
 
Increased Positions :
16
 388,267
 10.57%
 
Unchanged Positions :
8
 507,177
 13.81%
 
Decreased Positions :
7
-237,652
-6.47%
 
Closed Positions :
6
-60,576
-1.65%
 
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  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   ALLIANCEBERNSTEIN L.P. 986 - 2025-03-31 810,266 $14,188,000 -174,519
   WASATCH ADVISORS INC 150 - 2025-03-31 704,109 $12,329,000 74,710
   VANGUARD GROUP INC 3007 - 2025-03-31 421,942 $7,388,000 4,685
   US BANCORP 524 - 2025-03-31 351,048 $6,147,000 0
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 1642 - 2025-03-31 191,320 $3,350,000 68,276
   MILLENNIUM MANAGEMENT LLC 2194 - 2025-03-31 171,647 $3,006,000 129,136
   Siena Capital Management LLC 50 - 2025-03-31 137,123 $2,401,000 23,405
   DIMENSIONAL FUND ADVISORS INC 2741 - 2025-03-31 107,130 $1,876,000 9,113
   GEODE CAPITAL MANAGEMENT LLC 3099 - 2025-03-31 97,640 $1,711,000 4,212
   BRIDGEWAY CAPITAL MANAGEMENT INC 555 - 2025-03-31 90,252 $1,580,000 2,591
   EMERALD MUTUAL FUND ADVISERS TRUST 117 - 2025-03-31 85,424 $1,496,000 0
   BlackRock Inc. 3854 - 2025-03-31 59,083 $1,035,000 12,953
   Militia Capital Partners LP 31 - 2025-03-31 50,000 $876,000 49,700
   Andina Capital Management LLC 42 *New 2025-03-31 46,000 $805,000 46,000
   GOLDMAN SACHS GROUP INC/ 3933 - 2025-03-31 40,136 $703,000 26,115
   RENAISSANCE TECHNOLOGIES LLC 2649 - 2025-03-31 35,700 $625,000 -11,000
   JANE STREET GROUP LLC 3446 - 2025-03-31 33,196 $581,000 20,866
   UBS Group AG 4613 - 2025-03-31 28,853 $505,000 5,411
   Tempus Wealth Planning LLC 148 *New 2025-03-31 28,022 $491,000 28,022
   SMITH MOORE & CO. 302 - 2025-03-31 25,000 $438,000 0
   Empowered Funds LLC 1282 - 2025-03-31 24,052 $421,000 1,591
   Qube Research & Technologies Ltd 2067 - 2025-03-31 19,816 $347,000 -33,087
   NORTHERN TRUST CORP 3766 - 2025-03-31 18,129 $317,000 1,833
   HRT FINANCIAL LLC 1536 *New 2025-03-31 18,006 $315,000 18,006
   STATE STREET CORP 3535 - 2025-03-31 17,615 $308,000 930
   NORDEN GROUP LLC 477 - 2025-03-31 14,200 $249,000 0
   TOWNSQUARE CAPITAL LLC 1427 - 2025-03-31 14,205 $249,000 0
   GREENWICH WEALTH MANAGEMENT LLC 211 - 2025-03-31 14,000 $245,000 0
   Schonfeld Strategic Advisors LLC 1795 - 2025-03-31 10,499 $184,000 -6,031
   BALYASNY ASSET MANAGEMENT LLC 1815 *New 2025-03-31 10,289 $180,000 10,289
   PFG Investments LLC 894 *New 2025-03-31 10,250 $179,000 10,250
   Jain Global LLC 834 *New 2025-03-31 10,144 $178,000 10,144
   BARCLAYS PLC 3523 - 2025-03-31 5,967 $105,000 -5,237
   Cubist Systematic Strategies LLC 1258 *New 2025-03-31 5,940 $104,000 5,940
   Point72 Asia (Singapore) Pte. Ltd. 424 *New 2025-03-31 5,423 $95,000 5,423
   MORGAN STANLEY 5915 - 2025-03-31 4,168 $73,000 2,440
   CITIGROUP INC 3844 - 2025-03-31 3,674 $64,000 -4,388
   GLOBEFLEX CAPITAL L P 404 - 2025-03-31 3,300 $58,000 0
   Point72 (DIFC) Ltd 855 *New 2025-03-31 151 $3,000 151
   BANK OF AMERICA CORP /DE/ 6103 - 2025-03-31 73 $1,000 -3,390
   CITADEL ADVISORS LLC 5435 *Closed 2025-03-31 0 $0 -10,979
   ROYAL BANK OF CANADA 6067 *New 2025-03-31 1 $0 1
   683 CAPITAL MANAGEMENT, LLC 125 *Closed 2025-03-31 0 $0 -19,430
   PROEQUITIES INC. 2925 - 2025-03-31 0 $0 0
   GILDER GAGNON HOWE & CO LLC 265 *Closed 2025-03-31 0 $0 -19,011
   Advisor Group Holdings Inc. 6914 *Closed 2025-03-31 0 $0 -668
   TOWER RESEARCH CAPITAL LLC 5493 *Closed 2025-03-31 0 $0 -436
   Foundations Investment Advisors LLC 912 *Closed 2025-03-31 0 $0 -10,052

  48 Records found
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