Bridgewater Bancshares Ownership | Who Owns Bridgewater Bancshares?
Bridgewater Bancshares Ownership Summary
Bridgewater Bancshares is owned by 49.61% institutional investors, 20.74% insiders, and 29.66% retail investors. Thrivent financial for lutherans is the largest institutional shareholder, holding 9.97% of BWB shares. Thrivent Small Cap Stock A is the top mutual fund, with 6.64% of its assets in Bridgewater Bancshares shares.
BWB Ownership Benchmark
Type | Name | % Inst | % Insiders | % Retail |
---|---|---|---|---|
Stock | Bridgewater Bancshares | 49.61% | 20.74% | 29.66% |
Sector | Financial Services Stocks | 86.48% | 14.02% | -0.50% |
Industry | Regional Banks Stocks | 51.80% | 12.03% | 36.18% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
Holder | Shares | % Holding | Value |
---|---|---|---|
Thrivent financial for lutherans | 2.73M | 9.97% | $36.88M |
Blackrock funding, inc. /de | 1.65M | 6.03% | $22.32M |
Blackrock | 1.62M | 5.85% | $18.80M |
Vanguard group | 1.06M | 3.86% | $14.29M |
Dimensional fund advisors lp | 789.99K | 2.85% | $9.17M |
Punch & associates investment management | 615.00K | 2.22% | $7.14M |
Alliancebernstein | 493.59K | 1.80% | $6.67M |
Geode capital management | 445.40K | 1.63% | $6.02M |
State street | 444.47K | 1.61% | $5.16M |
Renaissance | 405.84K | 1.47% | $4.71M |
Top Institutional Shareholders by % of Total Assets
Holder | Shares | % Assets | Value |
---|---|---|---|
John w. rosenthal capital management | 90.61K | 1.13% | $1.22M |
Sippican capital advisors | 90.41K | 0.89% | $1.22M |
Gator capital management | 101.67K | 0.60% | $1.18M |
Stieven capital advisors | 239.99K | 0.58% | $3.24M |
Ejf capital | 49.63K | 0.43% | $576.18K |
Tradition wealth management | 374.87K | 0.42% | $4.35M |
Punch & associates investment management | 615.00K | 0.42% | $7.14M |
Elgethun capital management | 104.71K | 0.31% | $1.22M |
Maltese capital management | 130.29K | 0.28% | $1.51M |
Dougherty wealth advisers | 25.00K | 0.26% | $337.75K |
Top Buyers
Holder | Shares | % Assets | Change |
---|---|---|---|
Goldman sachs group | 276.14K | 0.00% | 145.05K |
Jpmorgan chase | 123.42K | 0.00% | 92.86K |
Stieven capital advisors | 239.99K | 0.58% | 86.20K |
Alliancebernstein | 493.59K | 0.00% | 57.98K |
Dimensional fund advisors lp | 789.99K | 0.00% | 37.09K |
Top Sellers
Holder | Shares | % Assets | Change |
---|---|---|---|
Ameriprise financial | 38.20K | 0.00% | -64.67K |
Zacks investment management | - | - | -49.63K |
Vanguard group | 1.06M | 0.00% | -31.71K |
Man group | - | - | -31.55K |
Morgan stanley | 132.64K | 0.00% | -27.36K |
New Positions
Holder | Shares | % Assets | Change | Value |
---|---|---|---|---|
Campbell & co investment adviser | 18.96K | 0.02% | 18.96K | $256.15K |
Franklin resources | 12.86K | - | 12.86K | $173.79K |
Proficio capital partners | 11.65K | 0.00% | 11.65K | $11.65K |
Mirae asset global etfs | 9.76K | 0.00% | 9.76K | $113.34K |
Northwestern mutual wealth management | 3.00K | - | 3.00K | $34.83K |
Sold Out
Holder | Change |
---|---|
Nelson, van denburg & campbell wealth management group | -6.00 |
Capital performance advisors llp | -20.00 |
Massmutual trust co fsb/adv | -74.00 |
Clear street markets | -416.00 |
Larson financial group | -829.00 |
Institutional Ownership Trends
Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
---|---|---|---|---|---|---|---|---|---|---|
Sep 30, 2024 | 106 | 17.78% | 13,583,307 | 3.86% | 49 | 2.18% | 56 | 36.59% | 28 | -12.50% |
Jun 30, 2024 | 89 | -9.18% | 13,076,986 | 0.50% | 47 | 2.16% | 41 | 2.50% | 31 | -11.43% |
Mar 31, 2024 | 98 | -10.09% | 13,012,117 | 0.55% | 46 | 2.24% | 40 | -31.03% | 35 | 16.67% |
Dec 31, 2023 | 109 | 26.74% | 12,941,236 | -4.96% | 45 | 1.92% | 58 | 45.00% | 30 | 7.14% |
Sep 30, 2023 | 86 | -7.53% | 13,616,237 | -0.85% | 48 | 1.99% | 40 | -18.37% | 28 | -12.50% |
Top Mutual Funds Shareholders
Holder | Shares | % Holding | Change |
---|---|---|---|
Thrivent Small Cap Stock A | 1.83M | 6.64% | - |
Vanguard Total Stock Mkt Idx Inv | 598.66K | 2.18% | - |
Thrivent Small Cap Stock | 601.06K | 2.18% | - |
iShares Russell 2000 ETF | 573.79K | 2.08% | -4.35K |
Vanguard Institutional Extnd Mkt Idx Tr | 307.50K | 1.12% | -38.29K |
Avantis US Small Cap Value ETF | 293.48K | 1.06% | 792.00 |
Foundry Partners Micro Cap Value | 289.35K | 1.05% | 42.42K |
Fidelity Small Cap Index | 194.67K | 0.71% | -4.15K |
iShares Russell 2000 Value ETF | 189.10K | 0.69% | 258.00 |
Kennedy Extended Small Cap | 157.84K | 0.58% | 63.55K |
Recent Insider Transactions
Date | Name | Role | Activity | Value |
---|---|---|---|---|
Dec 11, 2024 | Chybowski Joseph M. | PRESIDENT & CFO | Sell | $46.53K |
Nov 21, 2024 | Johnson James S. | - | Sell | $70.58K |
Nov 18, 2024 | Johnson James S. | - | Sell | $10.26K |
Nov 14, 2024 | Parish Douglas J. | - | Sell | $86.53K |
Nov 07, 2024 | Trutna Thomas P. | - | Sell | $30.26K |
Insider Transactions Trends
Date | Buy | Sell |
---|---|---|
2025 Q1 | - | - |
2024 Q4 | 1 | 9 |
2024 Q3 | - | 2 |
2024 Q2 | - | 1 |
2024 Q1 | - | 4 |
BWB Ownership FAQ
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