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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: 34    9
Total shares held : 
2,836,458  
% of shares held : 
23.15%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  11  
Amount of shares held : 
244,406  
% of shares held change : 
  1.99%  
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 :
11
 513,897
 18.12%
 
Increased Positions :
11
 123,095
 4.34%
 
Unchanged Positions :
3
 39,285
 1.39%
 
Decreased Positions :
9
-376,414
-13.27%
 
Closed Positions :
2
-16,172
-0.57%
 
Guru Positions :
0
 0%
 
View holdings for period: 
3-31-2022 View holdings for period: 
6-30-2022 View holdings for period: 
9-30-2022 View holdings for period: 
12-31-2022 View holdings for period: 
3-31-2023 View holdings for period: 
6-30-2023 View holdings for period: 
09-30-2023 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. 1007 - 2023-12-31 949,327 $13,585,000 -12,221
   VANGUARD GROUP INC 3284 - 2023-12-31 352,345 $5,042,000 -11,444
   US BANCORP 565 *New 2023-12-31 351,048 $5,023,000 351,048
   GILDER GAGNON HOWE & CO LLC 159 - 2023-12-31 246,017 $3,520,000 -5,489
   EMERALD MUTUAL FUND ADVISERS TRUST 114 - 2023-12-31 241,964 $3,463,000 -102,173
   Siena Capital Management LLC 58 - 2023-12-31 113,718 $1,627,000 16,282
   BRIDGEWAY CAPITAL MANAGEMENT INC 719 - 2023-12-31 81,528 $1,167,000 1,536
   GEODE CAPITAL MANAGEMENT LLC 3353 - 2023-12-31 69,987 $1,002,000 3,418
   DIMENSIONAL FUND ADVISORS INC 2985 - 2023-12-31 50,139 $717,000 14,423
   RENAISSANCE TECHNOLOGIES LLC 2628 - 2023-12-31 47,000 $673,000 31,100
   EUDAIMONIA ASSET MANAGEMENT LLC 220 *New 2023-12-31 39,924 $571,000 39,924
   Advisor Group Holdings Inc. 3172 - 2023-12-31 34,398 $492,000 34,158
   BLACKROCK INC. 4108 - 2023-12-31 32,450 $464,000 7,386
   SMITH MOORE & CO. 303 - 2023-12-31 25,000 $358,000 0
   MILLENNIUM MANAGEMENT LLC 3273 *New 2023-12-31 21,918 $314,000 21,918
   JANE STREET GROUP LLC 4428 *New 2023-12-31 20,485 $293,000 20,485
   NORDEN GROUP LLC 688 - 2024-03-31 28,400 $285,000 14,200
   683 CAPITAL MANAGEMENT, LLC 106 *New 2023-12-31 19,913 $285,000 19,913
   Empowered Funds LLC 1155 - 2023-12-31 17,536 $251,000 1,536
   CITIGROUP INC 2952 *New 2023-12-31 16,414 $235,000 16,414
   STATE STREET CORP 3696 - 2023-12-31 14,285 $204,000 0
   TOWNSQUARE CAPITAL LLC 1064 - 2023-12-31 14,200 $203,000 -1,495
   BALYASNY ASSET MANAGEMENT LLC 1725 *New 2023-12-31 13,924 $199,000 13,924
   ExodusPoint Capital Management LP 1222 *New 2023-12-31 12,771 $183,000 12,771
   GOLDMAN SACHS GROUP INC/ 4244 *New 2023-12-31 11,311 $162,000 11,311
   EA Series Trust 1090 - 2023-06-30 14,736 $132,000 0
   MORGAN STANLEY 5710 - 2023-12-31 7,720 $110,000 7,720
   BANK OF AMERICA CORP /DE/ 5364 - 2023-12-31 5,562 $80,000 5,533
   BASSWOOD CAPITAL MANAGEMENT LLC 96 - 2023-12-31 4,537 $65,000 -239,613
   GLOBEFLEX CAPITAL L P 419 *New 2023-12-31 3,300 $47,000 3,300
   J P MORGAN CHASE & CO 4773 *New 2023-12-31 2,889 $41,000 2,889
   BARCLAYS PLC 3888 - 2023-12-31 473 $7,000 -794
   TOWER RESEARCH CAPITAL LLC 5299 - 2023-12-31 124 $2,000 -1,690
   WELLS FARGO & CO/MN 5432 - 2023-12-31 51 $1,000 3
   UBS Group AG 8577 *Closed 2023-12-31 0 $0 -477
   MENDON CAPITAL ADVISORS CORP 63 *Closed 2023-12-31 0 $0 -58,783
   PROEQUITIES INC. 10226 - 2023-12-31 0 $0 0

  37 Records found
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