Broadwind Ownership 2024 | Who Owns Broadwind Now?

Overview Forecast RevenueFinancials Chart Transcripts

Institutional Ownership

29.16%

Insider Ownership

11.41%

Retail Ownership

59.43%

Institutional Holders

54.00

Broadwind Institutional Shareholders

Institutional Shareholders by % of Total Shares

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
GRACE & WHITE INC /NY	7.49%	1.00%	1,616,590	10,000	0.62%	5,302,415	Jun 30, 2024
VANGUARD GROUP INC	4.55%	0.00%	982,784	-	-	3,223,531	Jun 30, 2024
QUINN OPPORTUNITY PARTNERS LLC	2.28%	0.18%	492,598	-71,719	-12.71%	1,615,721	Jun 30, 2024
BLACKROCK INC.	1.68%	-	362,955	141	0.04%	1,190,493	Jun 30, 2024
RUSSELL INVESTMENTS GROUP, LTD.	1.67%	0.00%	360,808	443	0.12%	1,183,448	Jun 30, 2024
DIMENSIONAL FUND ADVISORS LP	1.53%	0.00%	329,592	35,182	11.95%	1,081,061	Jun 30, 2024
GEODE CAPITAL MANAGEMENT, LLC	0.99%	0.00%	214,802	6,704	3.22%	704,715	Jun 30, 2024
BOSTON PARTNERS	0.84%	0.00%	181,363	96,369	113.38%	594,870	Jun 30, 2024
MATHER GROUP, LLC.	0.70%	0.00%	150,995	150,995	100.00%	359,368	Jun 30, 2024
PERRITT CAPITAL MANAGEMENT INC	0.69%	0.27%	150,000	-	-	492,000	Jun 30, 2024
US BANCORP \DE\	0.66%	0.00%	143,130	-	-	469,466	Jun 30, 2024
ACADIAN ASSET MANAGEMENT LLC	0.60%	0.00%	129,568	129,568	100.00%	423,000	Jun 30, 2024
GSA CAPITAL PARTNERS LLP	0.55%	0.03%	118,287	-56,711	-32.41%	388,000	Jun 30, 2024
RENAISSANCE TECHNOLOGIES LLC	0.39%	0.00%	83,800	33,064	65.17%	274,864	Jun 30, 2024
MILLENNIUM MANAGEMENT LLC	0.38%	0.00%	82,389	24,082	41.30%	270,236	Jun 30, 2024
ESSEX INVESTMENT MANAGEMENT CO LLC	0.31%	0.04%	67,812	-128,047	-65.38%	222,423	Jun 30, 2024
STATE STREET CORP	0.30%	-	64,665	-	-	212,101,000	Jun 30, 2024
GOLDMAN SACHS GROUP INC	0.29%	-	63,580	63,580	100.00%	208,542	Jun 30, 2024
NEWEDGE ADVISORS, LLC	0.27%	0.00%	58,645	58,542	56836.89%	192,356	Jun 30, 2024
BRIDGEWAY CAPITAL MANAGEMENT, LLC	0.25%	0.00%	53,190	3,780	7.65%	174,463	Jun 30, 2024

Broadwind's largest institutional shareholder is GRACE & WHITE INC /NY, holding 7.49% of the company's total share outstanding, currently valued at $5.30M. The top 10 institutional shareholders own together 22.42% of the company.

Institutional Shareholders by % of Total Assets

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
GRACE & WHITE INC /NY	7.49%	1.00%	1,616,590	10,000	0.62%	5,302,415	Jun 30, 2024
PERRITT CAPITAL MANAGEMENT INC	0.69%	0.27%	150,000	-	-	492,000	Jun 30, 2024
QUINN OPPORTUNITY PARTNERS LLC	2.28%	0.18%	492,598	-71,719	-12.71%	1,615,721	Jun 30, 2024
ESSEX INVESTMENT MANAGEMENT CO LLC	0.31%	0.04%	67,812	-128,047	-65.38%	222,423	Jun 30, 2024
GSA CAPITAL PARTNERS LLP	0.55%	0.03%	118,287	-56,711	-32.41%	388,000	Jun 30, 2024
LINCOLN CAPITAL CORP	0.07%	0.02%	14,490	-6,110	-29.66%	47,527	Jun 30, 2024
LAIDLAW WEALTH MANAGEMENT LLC	0.05%	0.02%	10,600	-	-	34,768	Jun 30, 2024
XTX TOPCO LTD	0.23%	0.01%	48,603	48,603	100.00%	159,418	Jun 30, 2024
RBF CAPITAL, LLC	0.21%	0.01%	44,947	-	-	147,426	Jun 30, 2024
LEGATO CAPITAL MANAGEMENT LLC	0.07%	0.01%	14,806	-	-	48,564	Jun 30, 2024
JAMES INVESTMENT RESEARCH INC	0.06%	0.00%	12,631	12,631	100.00%	41,430	Jun 30, 2024
MATHER GROUP, LLC.	0.70%	0.00%	150,995	150,995	100.00%	359,368	Jun 30, 2024
BRIDGEWAY CAPITAL MANAGEMENT, LLC	0.25%	0.00%	53,190	3,780	7.65%	174,463	Jun 30, 2024
ALERUS FINANCIAL NA	0.06%	0.00%	13,239	-	-	43,424	Jun 30, 2024
EMPOWERED FUNDS, LLC	0.25%	0.00%	53,190	3,780	7.65%	174,463	Jun 30, 2024
RITHOLTZ WEALTH MANAGEMENT	0.12%	0.00%	25,206	25,206	100.00%	82,676	Jun 30, 2024
PFG INVESTMENTS, LLC	0.05%	0.00%	10,000	-10	-0.10%	32,800	Jun 30, 2024
STEPH & CO	0.01%	0.00%	2,000	-	-	6,560	Jun 30, 2024
RUSSELL INVESTMENTS GROUP, LTD.	1.67%	0.00%	360,808	443	0.12%	1,183,448	Jun 30, 2024
NEWEDGE ADVISORS, LLC	0.27%	0.00%	58,645	58,542	56836.89%	192,356	Jun 30, 2024

The largest Broadwind shareholder by % of total assets is GRACE & WHITE INC /NY. The company owns 1.62M shares of Broadwind (BWEN), representing 1.00% of its total assets.

Institutional Buyers

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
MATHER GROUP, LLC.	0.70%	0.00%	150,995	150,995	100.00%	359,368	Jun 30, 2024
ACADIAN ASSET MANAGEMENT LLC	0.60%	0.00%	129,568	129,568	100.00%	423,000	Jun 30, 2024
BOSTON PARTNERS	0.84%	0.00%	181,363	96,369	113.38%	594,870	Jun 30, 2024
GOLDMAN SACHS GROUP INC	0.29%	-	63,580	63,580	100.00%	208,542	Jun 30, 2024
NEWEDGE ADVISORS, LLC	0.27%	0.00%	58,645	58,542	56836.89%	192,356	Jun 30, 2024
XTX TOPCO LTD	0.23%	0.01%	48,603	48,603	100.00%	159,418	Jun 30, 2024
DIMENSIONAL FUND ADVISORS LP	1.53%	0.00%	329,592	35,182	11.95%	1,081,061	Jun 30, 2024
RENAISSANCE TECHNOLOGIES LLC	0.39%	0.00%	83,800	33,064	65.17%	274,864	Jun 30, 2024
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	0.15%	0.00%	32,093	32,093	100.00%	105,265	Jun 30, 2024
AMERICAN CENTURY COMPANIES INC	0.21%	0.00%	46,032	29,653	181.04%	150,985	Jun 30, 2024
CUBIST SYSTEMATIC STRATEGIES, LLC	0.12%	0.00%	25,713	25,713	100.00%	84,339	Jun 30, 2024
RITHOLTZ WEALTH MANAGEMENT	0.12%	0.00%	25,206	25,206	100.00%	82,676	Jun 30, 2024
MILLENNIUM MANAGEMENT LLC	0.38%	0.00%	82,389	24,082	41.30%	270,236	Jun 30, 2024
SQUAREPOINT OPS LLC	0.07%	0.00%	16,034	16,034	100.00%	52,592	Jun 30, 2024
LPL FINANCIAL LLC	0.19%	0.00%	40,200	13,050	48.07%	131,856	Jun 30, 2024
ROYAL BANK OF CANADA	0.21%	-	45,400	12,700	38.84%	149,000	Jun 30, 2024
JAMES INVESTMENT RESEARCH INC	0.06%	0.00%	12,631	12,631	100.00%	41,430	Jun 30, 2024
GRACE & WHITE INC /NY	7.49%	1.00%	1,616,590	10,000	0.62%	5,302,415	Jun 30, 2024
GEODE CAPITAL MANAGEMENT, LLC	0.99%	0.00%	214,802	6,704	3.22%	704,715	Jun 30, 2024
ADVISOR GROUP HOLDINGS, INC.	0.05%	0.00%	11,286	6,150	119.74%	37,017	Jun 30, 2024

As of Jun 30 2024, Broadwind's largest institutional buyer is MATHER GROUP, LLC.. The company purchased 151.00K stocks of BWEN, valued at $359.37K.

Institutional Sellers

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
ESSEX INVESTMENT MANAGEMENT CO LLC	0.31%	0.04%	67,812	-128,047	-65.38%	222,423	Jun 30, 2024
QUINN OPPORTUNITY PARTNERS LLC	2.28%	0.18%	492,598	-71,719	-12.71%	1,615,721	Jun 30, 2024
GSA CAPITAL PARTNERS LLP	0.55%	0.03%	118,287	-56,711	-32.41%	388,000	Jun 30, 2024
MARSHALL WACE, LLP	-	-	-	-43,849	-100.00%	-	Jun 30, 2024
SCHONFELD STRATEGIC ADVISORS LLC	0.05%	0.00%	10,900	-25,500	-70.05%	35,752	Jun 30, 2024
MARINER, LLC	-	-	-	-19,687	-100.00%	-	Jun 30, 2024
TSA WEALTH MANAGMENT LLC	-	-	-	-14,923	-100.00%	-	Jun 30, 2024
MORGAN STANLEY	0.01%	-	1,494	-8,362	-84.84%	4,901	Jun 30, 2024
SIMPLEX TRADING, LLC	-	-	-	-7,159	-100.00%	-	Jun 30, 2024
UBS GROUP AG	0.02%	-	5,284	-6,382	-54.71%	17,331	Jun 30, 2024
LINCOLN CAPITAL CORP	0.07%	0.02%	14,490	-6,110	-29.66%	47,527	Jun 30, 2024
GROUP ONE TRADING, L.P.	-	-	-	-2,188	-100.00%	-	Jun 30, 2024
TOWER RESEARCH CAPITAL LLC (TRC)	0.01%	0.00%	2,178	-312	-12.53%	7,144	Jun 30, 2024
WELLS FARGO & COMPANY/MN	0.01%	-	1,965	-51	-2.53%	6,445	Jun 30, 2024
JPMORGAN CHASE & CO	-	-	-	-47	-100.00%	-	Jun 30, 2024
PFG INVESTMENTS, LLC	0.05%	0.00%	10,000	-10	-0.10%	32,800	Jun 30, 2024
PERRITT CAPITAL MANAGEMENT INC	0.69%	0.27%	150,000	-	-	492,000	Jun 30, 2024
LAIDLAW WEALTH MANAGEMENT LLC	0.05%	0.02%	10,600	-	-	34,768	Jun 30, 2024
RBF CAPITAL, LLC	0.21%	0.01%	44,947	-	-	147,426	Jun 30, 2024
LEGATO CAPITAL MANAGEMENT LLC	0.07%	0.01%	14,806	-	-	48,564	Jun 30, 2024

As of Jun 30 2024, Broadwind's biggest institutional seller is ESSEX INVESTMENT MANAGEMENT CO LLC. The company sold -0.13M shares of BWEN, valued at $222.42K.

Institutional New positions

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
MATHER GROUP, LLC.	0.70%	0.00%	150,995	150,995	100.00%	359,368	Jun 30, 2024
ACADIAN ASSET MANAGEMENT LLC	0.60%	0.00%	129,568	129,568	100.00%	423,000	Jun 30, 2024
GOLDMAN SACHS GROUP INC	0.29%	-	63,580	63,580	100.00%	208,542	Jun 30, 2024
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	0.15%	0.00%	32,093	32,093	100.00%	105,265	Jun 30, 2024
CUBIST SYSTEMATIC STRATEGIES, LLC	0.12%	0.00%	25,713	25,713	100.00%	84,339	Jun 30, 2024
RITHOLTZ WEALTH MANAGEMENT	0.12%	0.00%	25,206	25,206	100.00%	82,676	Jun 30, 2024
JAMES INVESTMENT RESEARCH INC	0.06%	0.00%	12,631	12,631	100.00%	41,430	Jun 30, 2024
FMR LLC	0.00%	-	50	50	100.00%	164	Jun 30, 2024
COPPELL ADVISORY SOLUTIONS LLC	0.00%	-	17	17	100.00%	56	Jun 30, 2024

Broadwind's largest new institutional shareholder by number of shares is MATHER GROUP, LLC., purchased 151.00K shares, valued at $359.37K, as of undefined.

Institutional Sold Out

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
MARSHALL WACE, LLP	-	-	-	-43,849	-100.00%	-	Jun 30, 2024
MARINER, LLC	-	-	-	-19,687	-100.00%	-	Jun 30, 2024
TSA WEALTH MANAGMENT LLC	-	-	-	-14,923	-100.00%	-	Jun 30, 2024
SIMPLEX TRADING, LLC	-	-	-	-7,159	-100.00%	-	Jun 30, 2024
GROUP ONE TRADING, L.P.	-	-	-	-2,188	-100.00%	-	Jun 30, 2024
JPMORGAN CHASE & CO	-	-	-	-47	-100.00%	-	Jun 30, 2024

Broadwind's largest sold out institutional shareholder by shares sold is MARSHALL WACE, LLP, sold -43.85K shares, valued at -, as of undefined.

Broadwind Mutual Fund Holders

Name	% Total Assets	Total Shares	Change Amount	Change %	Date
PERRITT FUNDS INC	1.22%	150,000	40,000	36.36%	Jan 31, 2024
HUSSMAN INVESTMENT TRUST	0.05%	170,500	-	-	Dec 31, 2023
INVESCO EXCHANGE-TRADED FUND TRUST	0.03%	2,097,564	-	-	Jan 31, 2024
VANGUARD VALLEY FORGE FUNDS	0.02%	12,171	-	-	Mar 31, 2024
UNIFIED SERIES TRUST	0.01%	207,000	-	-	Feb 29, 2024
FIRST TRUST EXCHANGE-TRADED FUND II	0.01%	60,889	-	-	Mar 31, 2024
BRIDGEWAY FUNDS INC	0.00%	10,792	-	-	Mar 28, 2024
NORTHERN LIGHTS FUND TRUST II	0.00%	47,109	-	-	Mar 31, 2024
ADVISORS' INNER CIRCLE FUND	0.00%	84,980	-	-	Jan 31, 2024
VICTORY PORTFOLIOS	0.00%	84,980	-	-	Mar 31, 2024
VANGUARD INDEX FUNDS	0.00%	964,922	-275,644	-22.22%	Mar 31, 2024
FIDELITY CONCORD STREET TRUST	0.00%	189,829	10,727	5.99%	Feb 29, 2024
RUSSELL INVESTMENT CO	0.00%	133,195	-	-	Jan 31, 2024
VANGUARD INSTITUTIONAL INDEX FUNDS	0.00%	11,334	-	-	Mar 31, 2024
RBC FUNDS TRUST	0.00%	32,700	-	-	Mar 28, 2024
RUSSELL INVESTMENT FUNDS	0.00%	31,246	-	-	Mar 31, 2024
DFA INVESTMENT DIMENSIONS GROUP INC	0.00%	209,558	35,871	20.65%	Jan 31, 2024
SCHWAB CAPITAL TRUST	0.00%	7,298	-	-	Jan 31, 2024
AMERICAN CENTURY ETF TRUST	0.00%	16,379	-8,675	-34.63%	Feb 29, 2024
Dimensional ETF Trust	0.00%	29,272	-4	-0.01%	Jan 31, 2024
Tidal Trust II	0.00%	682	91	15.40%	Jan 31, 2024
NATIONWIDE MUTUAL FUNDS	0.00%	2,432	-	-	Jan 31, 2024
USAA MUTUAL FUNDS TRUST	0.00%	2,013	-	-	Jan 31, 2024
Blackstone Alternative Investment Funds	0.00%	700	-	-	Mar 31, 2024
iSHARES TRUST	0.00%	40,275	-1,382	-3.32%	Mar 31, 2024
EQ ADVISORS TRUST	0.00%	2,692	-33	-1.21%	Mar 31, 2024

Broadwind's largest mutual fund holder by % of total assets is "PERRITT FUNDS INC", owning 150.00K shares, compromising 1.22% of its total assets.

Broadwind Institutional Ownership Trends

Institutional Holdings Trend

Date	Holdings	Change %
30 Jun, 24	54	10.20%
31 Mar, 24	49	-9.26%
31 Dec, 23	54	1.89%
30 Sep, 23	53	-8.62%
30 Jun, 23	58	-1.69%
31 Mar, 23	59	47.50%
31 Dec, 22	40	8.11%
30 Sep, 22	37	19.35%
30 Jun, 22	31	-3.13%
31 Mar, 22	32	-15.79%
31 Dec, 21	38	-20.83%
30 Sep, 21	48	9.09%
30 Jun, 21	44	-4.35%
31 Mar, 21	46	-4.17%
31 Dec, 20	48	33.33%
30 Sep, 20	36	-
30 Jun, 20	36	28.57%
31 Mar, 20	28	-3.45%
31 Dec, 19	29	3.57%
30 Sep, 19	28	-12.50%
30 Jun, 19	32	18.52%
31 Mar, 19	27	-12.90%
31 Dec, 18	31	-3.13%
30 Sep, 18	32	-11.11%
30 Jun, 18	36	2.86%
31 Mar, 18	35	-10.26%
31 Dec, 17	39	-15.22%
30 Sep, 17	46	-14.81%
30 Jun, 17	54	-8.47%
31 Mar, 17	59	20.41%
31 Dec, 16	49	-2.00%
30 Sep, 16	50	11.11%
30 Jun, 16	45	60.71%
31 Mar, 16	28	-6.67%
31 Dec, 15	30	-14.29%
30 Sep, 15	35	-5.41%
30 Jun, 15	37	-21.28%
31 Mar, 15	47	-17.54%
31 Dec, 14	57	-12.31%
30 Sep, 14	65	-7.14%
30 Jun, 14	70	18.64%
31 Mar, 14	59	20.41%
31 Dec, 13	49	-2.00%
30 Sep, 13	50	66.67%
30 Jun, 13	30	400.00%
31 Mar, 13	6	-14.29%
31 Dec, 12	7	-30.00%
30 Sep, 12	10	-

As of 30 Jun 24, 54 institutions are holding Broadwind's shares, representing an increase of 10.20% compared to the previous quarter.

Shares Outstanding Trend

Date	Shares Outstanding	Change %
30 Jun, 24	6,295,936	7.68%
31 Mar, 24	5,846,690	0.22%
31 Dec, 23	5,833,612	-14.98%
30 Sep, 23	6,861,570	0.15%
30 Jun, 23	6,850,983	-9.84%
31 Mar, 23	7,598,845	66.18%
31 Dec, 22	4,572,791	-9.66%
30 Sep, 22	5,061,753	22.26%
30 Jun, 22	4,140,128	-0.62%
31 Mar, 22	4,166,064	-7.17%
31 Dec, 21	4,487,709	-21.05%
30 Sep, 21	5,684,140	-21.61%
30 Jun, 21	7,251,485	3.06%
31 Mar, 21	7,036,307	-13.34%
31 Dec, 20	8,119,427	16.39%
30 Sep, 20	6,976,226	7.06%
30 Jun, 20	6,515,946	-8.92%
31 Mar, 20	7,153,826	1.62%
31 Dec, 19	7,039,944	7.18%
30 Sep, 19	6,568,422	0.00%
30 Jun, 19	6,568,303	11.15%
31 Mar, 19	5,909,598	-5.72%
31 Dec, 18	6,268,249	1.51%
30 Sep, 18	6,174,862	0.43%
30 Jun, 18	6,148,667	-4.74%
31 Mar, 18	6,454,931	-3.31%
31 Dec, 17	6,675,667	-16.75%
30 Sep, 17	8,018,753	-2.42%
30 Jun, 17	8,217,451	38.85%
31 Mar, 17	5,918,015	6.74%
31 Dec, 16	5,544,394	2.39%
30 Sep, 16	5,414,712	10.09%
30 Jun, 16	4,918,303	8.39%
31 Mar, 16	4,537,635	-8.86%
31 Dec, 15	4,978,530	-47.47%
30 Sep, 15	9,477,850	97.63%
30 Jun, 15	4,795,747	-7.25%
31 Mar, 15	5,170,358	-5.87%
31 Dec, 14	5,493,050	-12.01%
30 Sep, 14	6,243,136	-2.66%
30 Jun, 14	6,413,723	16.55%
31 Mar, 14	5,503,039	21.35%
31 Dec, 13	4,534,830	21.43%
30 Sep, 13	3,734,409	45.76%
30 Jun, 13	2,562,034	2308.42%
31 Mar, 13	106,378	-94.46%
31 Dec, 12	1,921,176	341.45%
30 Sep, 12	435,198	-

Broadwind (BWEN) has 6.30M shares outstanding as of 30 Jun 24, up 7.68% compared to the previous quarter.

Institutional Ownership Trend

Date	Ownership %	Change %
30 Jun, 24	29.16%	3.83%
31 Mar, 24	27.59%	3.69%
31 Dec, 23	27.34%	2.58%
30 Sep, 23	32.53%	3.02%
30 Jun, 23	32.83%	2.48%
31 Mar, 23	36.41%	7.18%
31 Dec, 22	22.53%	3.70%
30 Sep, 22	24.68%	5.90%
30 Jun, 22	20.45%	4.58%
31 Mar, 22	21.14%	4.00%
31 Dec, 21	23.00%	2.68%
30 Sep, 21	29.27%	1.96%
30 Jun, 21	38.65%	2.30%
31 Mar, 21	40.96%	1.74%
31 Dec, 20	48.49%	2.83%
30 Sep, 20	41.36%	2.74%
30 Jun, 20	38.88%	2.09%
31 Mar, 20	43.11%	2.35%
31 Dec, 19	42.84%	2.62%
30 Sep, 19	40.46%	2.41%
30 Jun, 19	40.93%	2.92%
31 Mar, 19	37.44%	2.28%
31 Dec, 18	40.52%	2.57%
30 Sep, 18	39.73%	2.50%
30 Jun, 18	39.87%	2.23%
31 Mar, 18	42.31%	2.15%
31 Dec, 17	44.35%	1.57%
30 Sep, 17	53.12%	1.77%
30 Jun, 17	54.73%	3.48%
31 Mar, 17	39.64%	2.85%
31 Dec, 16	37.27%	2.81%
30 Sep, 16	36.40%	3.31%
30 Jun, 16	33.15%	3.51%
31 Mar, 16	30.75%	2.69%
31 Dec, 15	33.78%	0.81%
30 Sep, 15	64.44%	6.02%
30 Jun, 15	32.71%	2.61%
31 Mar, 15	35.42%	2.54%
31 Dec, 14	37.33%	2.10%
30 Sep, 14	42.21%	2.23%
30 Jun, 14	43.54%	3.09%
31 Mar, 14	37.54%	3.82%
31 Dec, 13	31.37%	4.75%
30 Sep, 13	25.71%	8.15%
30 Jun, 13	17.76%	3195.47%
31 Mar, 13	0.75%	0.40%
31 Dec, 12	13.67%	143.31%
30 Sep, 12	3.09%	-

As of 30 Jun 24, Broadwind is held by 29.16% institutional shareholders, representing a 3.83% growth compared to 31 Mar 24.

Institutional Increased Positions Trend

Date	Increased Positions	Change %
30 Jun, 24	29	61.11%
31 Mar, 24	18	-28.00%
31 Dec, 23	25	25.00%
30 Sep, 23	20	-25.93%
30 Jun, 23	27	-27.03%
31 Mar, 23	37	76.19%
31 Dec, 22	21	40.00%
30 Sep, 22	15	-
30 Jun, 22	15	-
31 Mar, 22	15	-
31 Dec, 21	15	-31.82%
30 Sep, 21	22	15.79%
30 Jun, 21	19	-24.00%
31 Mar, 21	25	-
31 Dec, 20	25	25.00%
30 Sep, 20	20	5.26%
30 Jun, 20	19	58.33%
31 Mar, 20	12	-7.69%
31 Dec, 19	13	85.71%
30 Sep, 19	7	-41.67%
30 Jun, 19	12	200.00%
31 Mar, 19	4	-60.00%
31 Dec, 18	10	-16.67%
30 Sep, 18	12	9.09%
30 Jun, 18	11	10.00%
31 Mar, 18	10	-33.33%
31 Dec, 17	15	-
30 Sep, 17	15	-48.28%
30 Jun, 17	29	-17.14%
31 Mar, 17	35	75.00%
31 Dec, 16	20	-23.08%
30 Sep, 16	26	8.33%
30 Jun, 16	24	200.00%
31 Mar, 16	8	-33.33%
31 Dec, 15	12	-40.00%
30 Sep, 15	20	5.26%
30 Jun, 15	19	-13.64%
31 Mar, 15	22	-4.35%
31 Dec, 14	23	4.55%
30 Sep, 14	22	-47.62%
30 Jun, 14	42	55.56%
31 Mar, 14	27	35.00%
31 Dec, 13	20	-39.39%
30 Sep, 13	33	37.50%
30 Jun, 13	24	380.00%
31 Mar, 13	5	-16.67%
31 Dec, 12	6	-40.00%
30 Sep, 12	10	-

29 institutional shareholders have increased their position in BWEN stock as of 30 Jun 24 compared to 18 in the previous quarter (a 61.11% increase).

Institutional Reduced Positions Trend

Date	Reduced Positions	Change %
30 Jun, 24	11	-21.43%
31 Mar, 24	14	-17.65%
31 Dec, 23	17	-5.56%
30 Sep, 23	18	-
30 Jun, 23	18	63.64%
31 Mar, 23	11	266.67%
31 Dec, 22	3	-70.00%
30 Sep, 22	10	100.00%
30 Jun, 22	5	-44.44%
31 Mar, 22	9	-25.00%
31 Dec, 21	12	-7.69%
30 Sep, 21	13	18.18%
30 Jun, 21	11	10.00%
31 Mar, 21	10	-28.57%
31 Dec, 20	14	75.00%
30 Sep, 20	8	-20.00%
30 Jun, 20	10	42.86%
31 Mar, 20	7	133.33%
31 Dec, 19	3	-25.00%
30 Sep, 19	4	-20.00%
30 Jun, 19	5	-37.50%
31 Mar, 19	8	-11.11%
31 Dec, 18	9	125.00%
30 Sep, 18	4	-42.86%
30 Jun, 18	7	-12.50%
31 Mar, 18	8	-11.11%
31 Dec, 17	9	-43.75%
30 Sep, 17	16	60.00%
30 Jun, 17	10	-9.09%
31 Mar, 17	11	-
31 Dec, 16	11	120.00%
30 Sep, 16	5	-
30 Jun, 16	5	-28.57%
31 Mar, 16	7	-22.22%
31 Dec, 15	9	50.00%
30 Sep, 15	6	-14.29%
30 Jun, 15	7	-41.67%
31 Mar, 15	12	-29.41%
31 Dec, 14	17	-32.00%
30 Sep, 14	25	78.57%
30 Jun, 14	14	7.69%
31 Mar, 14	13	-18.75%
31 Dec, 13	16	166.67%
30 Sep, 13	6	200.00%
30 Jun, 13	2	-
31 Mar, 13	-	-
31 Dec, 12	-	-
30 Sep, 12	-	-

11 institutional shareholders have reduced their position in BWEN stock as of 30 Jun 24 compared to 14 in the previous quarter (a -21.43% decrease).

All Institutional Ownership Trend Data

Date	Holdings	Change %	Shares Outstanding	Change %	Ownership %	Change %	Increased Positions	Change %	Reduced Positions	Change %
30 Jun, 24	54	10.20%	6,295,936	7.68%	29.16%	3.83%	29	61.11%	11	-21.43%
31 Mar, 24	49	-9.26%	5,846,690	0.22%	27.59%	3.69%	18	-28.00%	14	-17.65%
31 Dec, 23	54	1.89%	5,833,612	-14.98%	27.34%	2.58%	25	25.00%	17	-5.56%
30 Sep, 23	53	-8.62%	6,861,570	0.15%	32.53%	3.02%	20	-25.93%	18	-
30 Jun, 23	58	-1.69%	6,850,983	-9.84%	32.83%	2.48%	27	-27.03%	18	63.64%
31 Mar, 23	59	47.50%	7,598,845	66.18%	36.41%	7.18%	37	76.19%	11	266.67%
31 Dec, 22	40	8.11%	4,572,791	-9.66%	22.53%	3.70%	21	40.00%	3	-70.00%
30 Sep, 22	37	19.35%	5,061,753	22.26%	24.68%	5.90%	15	-	10	100.00%
30 Jun, 22	31	-3.13%	4,140,128	-0.62%	20.45%	4.58%	15	-	5	-44.44%
31 Mar, 22	32	-15.79%	4,166,064	-7.17%	21.14%	4.00%	15	-	9	-25.00%
31 Dec, 21	38	-20.83%	4,487,709	-21.05%	23.00%	2.68%	15	-31.82%	12	-7.69%
30 Sep, 21	48	9.09%	5,684,140	-21.61%	29.27%	1.96%	22	15.79%	13	18.18%
30 Jun, 21	44	-4.35%	7,251,485	3.06%	38.65%	2.30%	19	-24.00%	11	10.00%
31 Mar, 21	46	-4.17%	7,036,307	-13.34%	40.96%	1.74%	25	-	10	-28.57%
31 Dec, 20	48	33.33%	8,119,427	16.39%	48.49%	2.83%	25	25.00%	14	75.00%
30 Sep, 20	36	-	6,976,226	7.06%	41.36%	2.74%	20	5.26%	8	-20.00%
30 Jun, 20	36	28.57%	6,515,946	-8.92%	38.88%	2.09%	19	58.33%	10	42.86%
31 Mar, 20	28	-3.45%	7,153,826	1.62%	43.11%	2.35%	12	-7.69%	7	133.33%
31 Dec, 19	29	3.57%	7,039,944	7.18%	42.84%	2.62%	13	85.71%	3	-25.00%
30 Sep, 19	28	-12.50%	6,568,422	0.00%	40.46%	2.41%	7	-41.67%	4	-20.00%
30 Jun, 19	32	18.52%	6,568,303	11.15%	40.93%	2.92%	12	200.00%	5	-37.50%
31 Mar, 19	27	-12.90%	5,909,598	-5.72%	37.44%	2.28%	4	-60.00%	8	-11.11%
31 Dec, 18	31	-3.13%	6,268,249	1.51%	40.52%	2.57%	10	-16.67%	9	125.00%
30 Sep, 18	32	-11.11%	6,174,862	0.43%	39.73%	2.50%	12	9.09%	4	-42.86%
30 Jun, 18	36	2.86%	6,148,667	-4.74%	39.87%	2.23%	11	10.00%	7	-12.50%
31 Mar, 18	35	-10.26%	6,454,931	-3.31%	42.31%	2.15%	10	-33.33%	8	-11.11%
31 Dec, 17	39	-15.22%	6,675,667	-16.75%	44.35%	1.57%	15	-	9	-43.75%
30 Sep, 17	46	-14.81%	8,018,753	-2.42%	53.12%	1.77%	15	-48.28%	16	60.00%
30 Jun, 17	54	-8.47%	8,217,451	38.85%	54.73%	3.48%	29	-17.14%	10	-9.09%
31 Mar, 17	59	20.41%	5,918,015	6.74%	39.64%	2.85%	35	75.00%	11	-
31 Dec, 16	49	-2.00%	5,544,394	2.39%	37.27%	2.81%	20	-23.08%	11	120.00%
30 Sep, 16	50	11.11%	5,414,712	10.09%	36.40%	3.31%	26	8.33%	5	-
30 Jun, 16	45	60.71%	4,918,303	8.39%	33.15%	3.51%	24	200.00%	5	-28.57%
31 Mar, 16	28	-6.67%	4,537,635	-8.86%	30.75%	2.69%	8	-33.33%	7	-22.22%
31 Dec, 15	30	-14.29%	4,978,530	-47.47%	33.78%	0.81%	12	-40.00%	9	50.00%
30 Sep, 15	35	-5.41%	9,477,850	97.63%	64.44%	6.02%	20	5.26%	6	-14.29%
30 Jun, 15	37	-21.28%	4,795,747	-7.25%	32.71%	2.61%	19	-13.64%	7	-41.67%
31 Mar, 15	47	-17.54%	5,170,358	-5.87%	35.42%	2.54%	22	-4.35%	12	-29.41%
31 Dec, 14	57	-12.31%	5,493,050	-12.01%	37.33%	2.10%	23	4.55%	17	-32.00%
30 Sep, 14	65	-7.14%	6,243,136	-2.66%	42.21%	2.23%	22	-47.62%	25	78.57%
30 Jun, 14	70	18.64%	6,413,723	16.55%	43.54%	3.09%	42	55.56%	14	7.69%
31 Mar, 14	59	20.41%	5,503,039	21.35%	37.54%	3.82%	27	35.00%	13	-18.75%
31 Dec, 13	49	-2.00%	4,534,830	21.43%	31.37%	4.75%	20	-39.39%	16	166.67%
30 Sep, 13	50	66.67%	3,734,409	45.76%	25.71%	8.15%	33	37.50%	6	200.00%
30 Jun, 13	30	400.00%	2,562,034	2308.42%	17.76%	3195.47%	24	380.00%	2	-
31 Mar, 13	6	-14.29%	106,378	-94.46%	0.75%	0.40%	5	-16.67%	-	-
31 Dec, 12	7	-30.00%	1,921,176	341.45%	13.67%	143.31%	6	-40.00%	-	-
30 Sep, 12	10	-	435,198	-	3.09%	-	10	-	-	-

Broadwind Insider Shareholders Trades

Open Market Insider Trades

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held	Source
May 30, 2024	Schueller Daniel E.	officer	Pres., Broadwind Heavy Fab.	S-Sale	Sell	5,800	$4.53	$26.28K	146,694

Open Market Insider Buys

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held	Source

Insider Sells

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held
May 30, 2024	Blashford Eric B.	officer	President and CEO	F-InKind	Sell	4,794	$4.42	$21.19K	463,487
May 30, 2024	Schueller Daniel E.	officer	Pres., Broadwind Heavy Fab.	S-Sale	Sell	5,800	$4.53	$26.28K	146,694
May 30, 2024	Schueller Daniel E.	officer	Pres., Broadwind Heavy Fab.	F-InKind	Sell	1,245	$4.42	$5.50K	145,449
May 30, 2024	Ciccone Thomas A	officer	VP and CFO	F-InKind	Sell	1,128	$4.42	$4.99K	67,719
May 30, 2024	Mayo Gilbert W. Jr.	officer	Pres., Broadwind Ind. Solution	F-InKind	Sell	666	$4.42	$2.94K	95,095
May 09, 2024	Blashford Eric B.	officer	President and CEO	F-InKind	Sell	2,928	$2.17	$6.35K	413,685
May 09, 2024	Schueller Daniel E.	officer	Pres., Broadwind Heavy Fab.	F-InKind	Sell	939	$2.17	$2.04K	134,426
May 09, 2024	Kennedy Hayes M.	officer	Chief Human Resources Officer	F-InKind	Sell	551	$2.17	$1.20K	30,889
May 09, 2024	Ciccone Thomas A	officer	VP and CFO	F-InKind	Sell	351	$2.17	$761.67	49,155
Apr 29, 2024	Ciccone Thomas A	officer	VP and CFO	F-InKind	Sell	772	$2.08	$1.61K	49,506
Apr 29, 2024	Kennedy Hayes M.	officer	Chief Human Resources Officer	F-InKind	Sell	1,285	$2.08	$2.67K	31,440

All Insider Owners Trades

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held
May 30, 2024	Blashford Eric B.	officer	President and CEO	F-InKind	Sell	4,794	$4.42	$21.19K	463,487
May 30, 2024	Schueller Daniel E.	officer	Pres., Broadwind Heavy Fab.	S-Sale	Sell	5,800	$4.53	$26.28K	146,694
May 30, 2024	Schueller Daniel E.	officer	Pres., Broadwind Heavy Fab.	F-InKind	Sell	1,245	$4.42	$5.50K	145,449
May 30, 2024	Ciccone Thomas A	officer	VP and CFO	F-InKind	Sell	1,128	$4.42	$4.99K	67,719
May 30, 2024	Mayo Gilbert W. Jr.	officer	Pres., Broadwind Ind. Solution	F-InKind	Sell	666	$4.42	$2.94K	95,095
May 20, 2024	Schueller Daniel E.	officer	Pres., Broadwind Heavy Fab.	A-Award	Buy	18,068	-	-	152,494
May 20, 2024	Mayo Gilbert W. Jr.	officer	Pres., Broadwind Ind. Solution	A-Award	Buy	10,903	-	-	95,761
May 20, 2024	Ciccone Thomas A	officer	VP and CFO	A-Award	Buy	19,692	-	-	68,847
May 20, 2024	Blashford Eric B.	officer	President and CEO	A-Award	Buy	54,596	-	-	468,281
May 20, 2024	Press Jeanette A.	director	-	A-Award	Buy	18,382	-	-	32,195
May 20, 2024	Wood Cary B	director	-	A-Award	Buy	18,382	-	-	129,702
May 20, 2024	Shivaram Sachin M	director	-	A-Award	Buy	18,382	-	-	82,894
May 20, 2024	Christman Philip J	director	-	A-Award	Buy	18,382	-	-	110,560
May 20, 2024	REILAND DAVID P	director	-	A-Award	Buy	18,382	-	-	181,542
May 09, 2024	Blashford Eric B.	officer	President and CEO	F-InKind	Sell	2,928	$2.17	$6.35K	413,685
May 09, 2024	Schueller Daniel E.	officer	Pres., Broadwind Heavy Fab.	F-InKind	Sell	939	$2.17	$2.04K	134,426
May 09, 2024	Kennedy Hayes M.	officer	Chief Human Resources Officer	F-InKind	Sell	551	$2.17	$1.20K	30,889
May 09, 2024	Ciccone Thomas A	officer	VP and CFO	F-InKind	Sell	351	$2.17	$761.67	49,155
Apr 29, 2024	Ciccone Thomas A	officer	VP and CFO	F-InKind	Sell	772	$2.08	$1.61K	49,506
Apr 29, 2024	Kennedy Hayes M.	officer	Chief Human Resources Officer	F-InKind	Sell	1,285	$2.08	$2.67K	31,440

The last insider sell of Broadwind's stock was made by Blashford Eric B. on May 30 2024, selling 4,794 shares at $4.42 per share (valued at $21.19K).

Broadwind Insider Ownership Trends

All Insider Trades Trend

Date	Buy	Sell	Buy/Sell Ratio
Q2 2024	9	14	64.29%
Q4 2023	1	-	-
Q3 2023	7	1	700.00%
Q2 2023	16	22	72.73%
Q1 2023	1	1	100.00%
Q4 2022	3	2	150.00%
Q3 2022	-	1	-
Q2 2022	10	13	76.92%
Q1 2022	5	4	125.00%
Q4 2021	-	7	-
Q3 2021	-	7	-
Q2 2021	12	21	57.14%
Q1 2021	11	14	78.57%
Q4 2020	1	1	100.00%
Q3 2020	-	2	-
Q2 2020	11	3	366.67%
Q1 2020	1	9	11.11%
Q4 2019	3	1	300.00%
Q3 2019	8	3	266.67%
Q2 2019	11	1	1100.00%

9 total buy trades, and 14 total sell trades (buy/sell ratio of 0.64%) were made by Broadwind's insiders, as of Q2 2024.

Open Market Insider Trades Trend

Date	Buy	Sell	Buy/Sell Ratio
Q2 2024	-	1	-
Q4 2023	1	-	-
Q3 2023	7	1	700.00%
Q2 2023	-	1	-
Q1 2023	-	-	-
Q4 2022	2	-	-
Q3 2022	-	-	-
Q2 2022	-	-	-
Q1 2022	-	-	-
Q4 2021	-	5	-
Q3 2021	-	6	-
Q2 2021	-	10	-
Q1 2021	1	-	-
Q4 2020	-	1	-
Q3 2020	-	1	-
Q2 2020	-	-	-
Q1 2020	1	-	-
Q4 2019	3	-	-
Q3 2019	8	-	-
Q2 2019	-	1	-

As of Q2 2024, Insider owners conducted 0 open market buy trades and 1 open market sell trades of Broadwind's stocks.

Broadwind Peer Ownership

Ticker	Company
LXFR	Luxfer Holdings PLC
WTS	Watts Water Technologies, Inc.
EPAC	Enerpac Tool Group Corp.
CXT	Crane NXT, Co.
CR	Crane NXT, Co.
FELE	Franklin Electric Co., Inc.
NPO	EnPro Industries, Inc.
ITT	ITT Inc.
IEX	IDEX Corporation
GRC	The Gorman-Rupp Company
DCI	Donaldson Company, Inc.
THR	Thermon Group Holdings, Inc.
GTES	Gates Industrial Corporation plc

BWEN Ownership FAQ

Who Owns Broadwind?

Broadwind is owned by institutional shareholders (29.16%), insiders (11.41%), and public (59.43%). The largest institutional shareholder of Broadwind is GRACE & WHITE INC /NY (7.49% of total shares) and the top mutual fund owner is PERRITT FUNDS INC (1.22% of total shares).

Who are the major institutional shareholders of Broadwind?

Broadwind's major institutional shareholders are GRACE & WHITE INC /NY, VANGUARD GROUP INC, QUINN OPPORTUNITY PARTNERS LLC, BLACKROCK INC., and RUSSELL INVESTMENTS GROUP, LTD.. The top five shareholders own together 17.67% of the company's share outstanding.

How many Broadwind shareholders are there?

As of Jun 2024, there are 54 institutional shareholders of Broadwind.

What percentage of Broadwind is owned by GRACE & WHITE INC /NY?

GRACE & WHITE INC /NY owns 1.62M shares of Broadwind, representing 7.49% of the company's total shares outstanding, valued at $5.3M (as of Jun 2024).

What percentage of Broadwind is owned by VANGUARD GROUP INC?

As of Jun 2024, VANGUARD GROUP INC holds 982.78K shares of Broadwind (BWEN), compromising 4.55% of the company, valued at $3.22M.

What percentage of Broadwind is owned by QUINN OPPORTUNITY PARTNERS LLC?

QUINN OPPORTUNITY PARTNERS LLC is the third largest holder of Broadwind. The company owns 492.6K of the company's shares outstanding (worth $1.62M).