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Get Institutions for : 
First Western Financial Inc (MYFW)  
$13.65 0.12 (0.89%) as of 4:30 Thu 4/18


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 60    0
Total shares held : 
 5,328,527  
% of shares held : 
 66.86%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -3  
Amount of shares held : 
 39,807  
% of shares held change : 
   0.5%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $17.68  
Last Quarter's Ending Price : 
 $19.83  
Last Quarter's Average Price : 
 $16.89  
Change from last quarter's     
avg. price to the last closing  : 
3.24 (19.18%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
4
 48,102
 0.9%
 
Increased Positions :
19
 196,202
 3.68%
 
Unchanged Positions :
15
 1,414,370
 26.54%
 
Decreased Positions :
22
-117,272
-2.2%
 
Closed Positions :
4
-87,225
-1.64%
 
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  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   BANC FUNDS CO LLC 19 - 2023-12-31 758,386 $15,039,000 0
   BLACKROCK INC. 3247 - 2023-12-31 534,458 $10,598,000 48,066
   North Reef Capital Management LP 30 - 2023-12-31 443,491 $8,794,000 -20,814
   FJ Capital Management LLC 32 - 2023-12-31 369,263 $7,322,000 0
   VANGUARD GROUP INC 3127 - 2023-12-31 364,898 $7,236,000 7,897
   ALLIANCEBERNSTEIN L.P. 1356 - 2023-12-31 334,735 $6,638,000 10,565
   WASATCH ADVISORS INC 186 - 2023-12-31 317,818 $6,302,000 28,962
   KENNEDY CAPITAL MANAGEMENT INC 274 - 2023-12-31 302,798 $6,004,000 -8,781
   PUNCH & ASSOCIATES INVESTMENT MANAGEMENT INC 122 - 2023-12-31 267,370 $5,302,000 -18,667
   DIAMOND HILL CAPITAL MANAGEMENT INC 141 - 2023-12-31 161,818 $3,209,000 -16,328
   GEODE CAPITAL MANAGEMENT LLC 2915 - 2023-12-31 160,916 $3,191,000 13,454
   TIETON CAPITAL MANAGEMENT, LLC 24 - 2023-12-31 152,760 $3,029,000 -851
   DIMENSIONAL FUND ADVISORS INC 2708 - 2023-12-31 143,806 $2,852,000 16,307
   FIRST WESTERN TRUST BANK 62 - 2023-12-31 121,120 $2,402,000 -9,660
   FRANKLIN RESOURCES INC 1305 - 2023-12-31 110,706 $2,195,000 0
   STATE STREET CORP 3098 - 2023-12-31 107,495 $2,132,000 -9,053
   BRIDGEWAY CAPITAL MANAGEMENT INC 637 - 2023-12-31 85,980 $1,705,000 -18,272
   STIFEL FINANCIAL CORP 1853 - 2023-12-31 77,000 $1,527,000 0
   NORTHERN TRUST CORP 3227 - 2023-12-31 63,673 $1,263,000 169
   Cherry Creek Investment Advisors Inc. - 2023-12-31 57,939 $1,149,000 -1,501
   MENDON CAPITAL ADVISORS CORP 40 - 2023-12-31 57,063 $1,132,000 21,122
   Biltmore Family Office LLC 81 - 2023-12-31 45,316 $899,000 0
   FAMILY MANAGEMENT CORP 82 - 2023-12-31 30,515 $605,000 30,515
   NUVEEN ASSET MANAGEMENT, LLC 2956 - 2023-12-31 25,505 $506,000 4,383
   RAYMOND JAMES & ASSOCIATES 2925 - 2023-12-31 25,000 $496,000 0
   BANK OF NEW YORK MELLON CORP 3526 - 2023-12-31 23,260 $461,000 -4,197
   SCHWAB CHARLES INVESTMENT MANAGEMENT INC 3136 - 2023-12-31 20,962 $416,000 -1,434
   Empowered Funds LLC 1028 - 2023-12-31 20,729 $411,000 1,728
   Sargent Bickham Lagudis LLC 200 - 2022-12-31 13,924 $392,000 0
   RMB CAPITAL MANAGEMENT LLC 410 *New 2023-12-31 19,729 $391,000 19,729
   EA Series Trust 890 - 2023-06-30 20,465 $381,000 0
   CITADEL ADVISORS LLC 4034 *New 2023-12-31 16,084 $319,000 16,084
   MORGAN STANLEY 5352 - 2023-12-31 15,533 $308,000 7,582
   BANK OF AMERICA CORP /DE/ 4786 - 2023-12-31 15,177 $301,000 5,654
   Lido Advisors LLC 947 - 2023-12-31 13,924 $276,000 0
   BARCLAYS PLC 3261 - 2023-12-31 13,458 $266,000 10,601
   STRS OHIO 1512 *New 2023-12-31 12,100 $239,000 12,100
   RHUMBLINE ADVISERS 3091 - 2023-12-31 12,021 $238,000 -230
   TWO SIGMA ADVISERS, LLC 2211 - 2023-12-31 10,600 $210,000 -1,400
   RENAISSANCE TECHNOLOGIES LLC 3133 - 2023-12-31 10,100 $200,000 -3,700
   ROYAL BANK OF CANADA 4557 - 2023-12-31 8,945 $178,000 999
   J P MORGAN CHASE & CO 4261 - 2023-12-31 8,689 $172,000 3,404
   UBS Group AG 4690 - 2023-12-31 7,894 $157,000 3,430
   DEUTSCHE BANK AG 3003 - 2023-12-31 6,561 $130,000 -569
   NEW YORK STATE COMMON RETIREMENT FUND 2657 - 2023-12-31 5,569 $110,000 0
   MetLife Investment Advisors LLC 2674 - 2023-12-31 4,220 $84,000 0
   WELLS FARGO & CO/MN 4408 - 2023-12-31 4,065 $81,000 488
   AMERICAN INTERNATIONAL GROUP INC 2682 - 2023-12-31 3,984 $79,000 -17
   ACADIAN ASSET MANAGEMENT LLC 1402 - 2023-12-31 3,867 $76,000 0
   BNP PARIBAS ARBITRAGE SA 2741 - 2023-12-31 2,369 $47,000 907
   CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 2841 - 2023-12-31 1,319 $26,000 -450
   CITIGROUP INC 3925 - 2023-12-31 1,250 $25,000 1,091
   AMALGAMATED BANK 2761 - 2023-12-31 735 $15,000 -82
   LEGAL & GENERAL GROUP PLC 3187 - 2023-12-31 660 $13,000 -119
   SUMMIT INVESTMENT ADVISORS INC 2776 - 2023-12-31 592 $12,000 0
   TOWER RESEARCH CAPITAL LLC 4249 - 2023-12-31 522 $10,000 -329
   METROPOLITAN LIFE INSURANCE CO/NY 2191 - 2023-12-31 490 $10,000 0
   Russell Investments Group Ltd. 2840 *New 2023-12-31 189 $4,000 189
   FMR LLC 4524 - 2023-12-31 88 $2,000 -817
   Covestor Ltd 1949 - 2023-12-31 39 $1,000 -1
   OBERMEYER ASSET MANAGEMENT CO 217 *Closed 2023-12-31 0 $0 -35,180
   Versant Capital Management Inc 1806 - 2024-03-31 12 $0 0
   Gator Capital Management LLC 65 *Closed 2023-12-31 0 $0 -26,000
   TWO SIGMA INVESTMENTS LLC 3106 *Closed 2023-12-31 0 $0 -14,401
   NISA INVESTMENT ADVISORS L L C - 2023-12-31 25 $0 0
   MESIROW FINANCIAL INVESTMENT MANAGEMENT INTERNATIO 90 *Closed 2023-09-30 0 $0 -11,554
   SEGALL BRYANT & HAMILL 435 *Closed 2023-12-31 0 $0 -11,644
   PROEQUITIES INC. 7564 - 2023-12-31 0 $0 0
  68 Records found
  1    
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