FinWise Bancorp (FINW) Institutional Ownership

$10.61
+0.01 (+0.09%)
(As of 09:30 AM ET)

Institutional Ownership Changes (13F Filings) for FinWise Bancorp (NASDAQ:FINW)

Current
Institutional Ownership
Percentage
35.41%
Number of
Institutional Buyers
(last 12 months)
6
Total
Institutional Inflows
(last 12 months)
$6.41M
Number of
Institutional Sellers
(last 12 months)
3
Total
Institutional Outflows
(last 12 months)
$3.49M
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FINW Institutional Buying and Selling by Quarter

FinWise Bancorp Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/10/2024 Vanguard Group Inc.376,802$3.79M0.0%+6.9%2.945%
5/7/2024 Empowered Funds LLC18,936$190K0.0%+8.0%0.148%
4/19/2024 Norden Group LLC28,400$285K0.0%+100.0%0.222%
2/14/2024Basswood Capital Management L.L.C.4,537$65K0.0%-98.1%0.036%
2/9/2024 US Bancorp DE351,048$5.02M0.0%N/A2.811%
2/5/2024 Norden Group LLC14,200$203K0.0%-9.5%0.114%
11/13/2023Siena Capital Partners GP LLC97,436$872K0.3%+195.6%0.766%
10/27/2023 Emerald Mutual Fund Advisers Trust344,137$2.97M0.2%-1.4%2.705%
8/10/2023Siena Capital Partners GP LLC32,966$295K0.1%N/A0.257%
7/27/2023EA Series Trust14,736$132K0.0%N/A0.115%
5/4/2023 Emerald Mutual Fund Advisers Trust352,664$3.11M0.2%-21.5%2.750%
2/3/2023 Emerald Mutual Fund Advisers Trust449,211$4.16M0.3%-9.4%3.485%
8/15/2022Basswood Capital Management L.L.C.901,332$8.41M0.5%-9.7%7.048%
8/8/2022TownSquare Capital LLC12,000$112K0.0%N/A0.094%
7/29/2022 Emerald Mutual Fund Advisers Trust495,675$4.63M0.3%-8.2%3.875%
7/26/2022JCSD Capital LLC17,697$165K0.2%N/A0.138%
5/13/2022EAM Investors LLC79,619$1.37M0.3%N/A0.623%
5/12/2022Smith Moore & CO.25,000$429K0.1%+150.0%0.196%
5/11/2022State of Tennessee Treasury Department8,722$150K0.0%N/A0.068%
5/10/2022 Cornercap Investment Counsel Inc.32,381$555K0.1%N/A0.253%
5/4/2022Stephens Inc. AR18,600$319K0.0%+23.2%0.145%
4/29/2022 Emerald Mutual Fund Advisers Trust540,128$9.26M0.4%-4.7%4.223%
4/29/2022Full18 Capital LLC103,690$1.94M0.4%N/A0.811%
3/7/2022Stephens Inc. AR15,100$208K0.0%N/A0.123%
2/16/2022 Wasatch Advisors Inc.526,781$7.26M0.0%N/A4.301%
2/14/2022Philadelphia Financial Management of San Francisco LLC39,201$541K0.2%N/A0.320%
2/14/2022Rockefeller Capital Management L.P.30,000$413K0.0%N/A0.245%
2/8/2022Smith Moore & CO.10,000$138K0.0%N/A0.082%
(Data available from 1/1/2016 forward)

FINW Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of FINW shares?

During the previous two years, 10 institutional investors and hedge funds held shares of FinWise Bancorp. The most heavily invested institutionals were US Bancorp DE ($5.02M), Vanguard Group Inc. ($3.79M), Emerald Mutual Fund Advisers Trust ($2.97M), Siena Capital Partners GP LLC ($872K), Norden Group LLC ($285K), Empowered Funds LLC ($190K), and JCSD Capital LLC ($165K).Learn more on FINW's institutional investors.

What percentage of FinWise Bancorp stock is owned by institutional investors?

35.41% of FinWise Bancorp stock is owned by institutional investors. Learn more on FINW's institutional investor holdings.

Which institutional investors have been buying FinWise Bancorp stock?

The following institutional investors have purchased FinWise Bancorp stock in the last 24 months: US Bancorp DE ($351.05K), Siena Capital Partners GP LLC ($97.44K), Vanguard Group Inc. ($24.46K), JCSD Capital LLC ($17.70K), EA Series Trust ($14.74K), Norden Group LLC ($14.20K), and TownSquare Capital LLC ($12K).

How much institutional buying is happening at FinWise Bancorp?

Institutional investors have bought a total of 532,974 shares in the last 24 months. This purchase volume represents approximately $6.69M in transactions.

Which FinWise Bancorp major shareholders have been selling company stock?

The following institutional investors have sold FinWise Bancorp stock in the last 24 months: Basswood Capital Management L.L.C. ($336.92K), Emerald Mutual Fund Advisers Trust ($192.51K), and Norden Group LLC ($1.50K).

How much institutional selling is happening at FinWise Bancorp?

Institutional investors have sold a total of 530,924 shares in the last 24 months. This volume of shares sold represents approximately $6.10M in transactions.


This page (NASDAQ:FINW) was last updated on 5/14/2024 by MarketBeat.com Staff

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