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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
   North Reef Capital Management LP 30 - 2023-12-31 443,491 $8,794,000 -20,814
   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
   TIETON CAPITAL MANAGEMENT, LLC 24 - 2023-12-31 152,760 $3,029,000 -851
   FIRST WESTERN TRUST BANK 62 - 2023-12-31 121,120 $2,402,000 -9,660
   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
   Cherry Creek Investment Advisors Inc. 41 - 2024-03-31 51,939 $757,000 -6,000
   SCHWAB CHARLES INVESTMENT MANAGEMENT INC 3136 - 2023-12-31 20,962 $416,000 -1,434
   BANK OF NEW YORK MELLON CORP 3643 - 2024-03-31 22,449 $327,000 -811
   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
   DEUTSCHE BANK AG 3003 - 2023-12-31 6,561 $130,000 -569
   AMERICAN INTERNATIONAL GROUP INC 2682 - 2023-12-31 3,984 $79,000 -17
   CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 2841 - 2023-12-31 1,319 $26,000 -450
   LEGAL & GENERAL GROUP PLC 3187 - 2023-12-31 660 $13,000 -119
   TOWER RESEARCH CAPITAL LLC 4249 - 2023-12-31 522 $10,000 -329
   AMALGAMATED BANK 2760 - 2024-03-31 274 $4,000 -461
   FMR LLC 4524 - 2023-12-31 88 $2,000 -817
   Covestor Ltd 1949 - 2023-12-31 39 $1,000 -1
  22 Records found
  1    
  Page 1 of 1
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