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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
   BANC FUNDS CO LLC 19 - 2023-12-31 758,386 $15,039,000 0
   FJ Capital Management LLC 32 - 2023-12-31 369,263 $7,322,000 0
   FRANKLIN RESOURCES INC 1305 - 2023-12-31 110,706 $2,195,000 0
   STIFEL FINANCIAL CORP 1853 - 2023-12-31 77,000 $1,527,000 0
   Biltmore Family Office LLC 81 - 2023-12-31 45,316 $899,000 0
   Sargent Bickham Lagudis LLC 200 - 2022-12-31 13,924 $392,000 0
   RAYMOND JAMES & ASSOCIATES 3220 - 2024-03-31 25,000 $365,000 0
   Lido Advisors LLC 947 - 2023-12-31 13,924 $276,000 0
   NEW YORK STATE COMMON RETIREMENT FUND 2657 - 2023-12-31 5,569 $110,000 0
   MetLife Investment Advisors LLC 2673 - 2023-12-31 4,220 $84,000 0
   ACADIAN ASSET MANAGEMENT LLC 1402 - 2023-12-31 3,867 $76,000 0
   SUMMIT INVESTMENT ADVISORS INC 2776 - 2023-12-31 592 $12,000 0
   METROPOLITAN LIFE INSURANCE CO/NY 2191 - 2023-12-31 490 $10,000 0
   Versant Capital Management Inc 1806 - 2024-03-31 12 $0 0
   NISA INVESTMENT ADVISORS L L C - 2023-12-31 25 $0 0
   PROEQUITIES INC. 7564 - 2023-12-31 0 $0 0

  16 Records found
  1    
  Page 1 of 1
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