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Get Institutions for : 
First Western Financial Inc (MYFW)  
$16.95 0.28 (1.68%) as of 4:30 Wed 5/1


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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  : 
0.06 (0.36%)  




 
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  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   BLACKROCK INC. 3247 - 2023-12-31 534,458 $10,598,000 48,066
   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 197 - 2024-03-31 363,990 $5,307,000 46,172
   GEODE CAPITAL MANAGEMENT LLC 2915 - 2023-12-31 160,916 $3,191,000 13,454
   DIMENSIONAL FUND ADVISORS INC 2708 - 2023-12-31 143,806 $2,852,000 16,307
   NORTHERN TRUST CORP 3227 - 2023-12-31 63,673 $1,263,000 169
   MENDON CAPITAL ADVISORS CORP 40 - 2023-12-31 57,063 $1,132,000 21,122
   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
   Empowered Funds LLC 1028 - 2023-12-31 20,729 $411,000 1,728
   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
   BARCLAYS PLC 3261 - 2023-12-31 13,458 $266,000 10,601
   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
   WELLS FARGO & CO/MN 4408 - 2023-12-31 4,065 $81,000 488
   BNP PARIBAS ARBITRAGE SA 2741 - 2023-12-31 2,369 $47,000 907
   CITIGROUP INC 3925 - 2023-12-31 1,250 $25,000 1,091
  20 Records found
  1    
  Page 1 of 1
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