Broadwind Ownership | Who Owns Broadwind?
Broadwind Ownership Summary
Broadwind is owned by 28.01% institutional investors, 11.03% insiders, and 60.96% retail investors. Grace & white inc /ny is the largest institutional shareholder, holding 8.99% of BWEN shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 3.05% of its assets in Broadwind shares.
BWEN Ownership Benchmark
Type | Name | % Inst | % Insiders | % Retail |
---|---|---|---|---|
Stock | Broadwind | 28.01% | 11.03% | 60.96% |
Sector | Industrials Stocks | 64.11% | 10.54% | 25.36% |
Industry | Industrial Machinery Stocks | 76.55% | 7.59% | 15.86% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
Holder | Shares | % Holding | Value |
---|---|---|---|
Grace & white inc /ny | 1.98M | 8.99% | $3.72M |
Vanguard group | 982.78K | 4.55% | $3.22M |
Quinn opportunity partners | 492.60K | 2.28% | $1.62M |
Blackrock | 362.95K | 1.68% | $1.19M |
Russell investments group | 360.81K | 1.67% | $1.18M |
Blackrock funding, inc. /de | 364.73K | 1.66% | $685.69K |
Dimensional fund advisors lp | 329.59K | 1.53% | $1.08M |
Geode capital management | 214.80K | 0.99% | $704.72K |
Perritt capital management | 150.00K | 0.69% | $492.00K |
Us bancorp \de\ | 143.13K | 0.65% | $269.08K |
Top Institutional Shareholders by % of Total Assets
Holder | Shares | % Assets | Value |
---|---|---|---|
Grace & white inc /ny | 1.98M | 0.70% | $3.72M |
Perritt capital management | 150.00K | 0.27% | $492.00K |
Quinn opportunity partners | 492.60K | 0.18% | $1.62M |
Essex investment management | 60.78K | 0.02% | $114.27K |
Lincoln capital | 19.80K | 0.02% | $37.23K |
Rbf capital | 44.95K | 0.01% | $147.43K |
Bridgeway capital management | 53.19K | 0.00% | $174.46K |
Legato capital management | 14.81K | 0.00% | $27.84K |
Alerus financial na | 13.24K | 0.00% | $43.42K |
James investment research | 12.10K | 0.00% | $22.75K |
Top Buyers
Holder | Shares | % Assets | Change |
---|---|---|---|
Grace & white inc /ny | 1.98M | 0.70% | 265.34K |
Acadian asset management | 129.57K | 0.00% | 129.57K |
Goldman sachs group | 63.58K | - | 63.58K |
Newedge advisors | 58.65K | 0.00% | 58.54K |
Dimensional fund advisors lp | 329.59K | 0.00% | 35.18K |
Top Sellers
Holder | Shares | % Assets | Change |
---|---|---|---|
Boston partners | - | - | -184.15K |
Mather group, llc. | - | - | -151.00K |
Gsa capital partners llp | - | - | -150.08K |
Quinn opportunity partners | 492.60K | 0.18% | -71.72K |
Xtx topco | - | - | -48.60K |
New Positions
Holder | Shares | % Assets | Change | Value |
---|---|---|---|---|
Acadian asset management | 129.57K | 0.00% | 129.57K | $423.00K |
Goldman sachs group | 63.58K | - | 63.58K | $208.54K |
O'shaughnessy asset management | 32.09K | 0.00% | 32.09K | $105.27K |
Cubist systematic strategies | 25.71K | 0.00% | 25.71K | $84.34K |
Ifp advisors | 191.00 | - | 191.00 | $359.00 |
Sold Out
Holder | Change |
---|---|
Kelly financial services | -25.00 |
Jpmorgan chase | -47.00 |
Fmr | -50.00 |
Fairway wealth | -170.00 |
Steph | -2.00K |
Institutional Ownership Trends
Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
---|---|---|---|---|---|---|---|---|---|---|
Sep 30, 2024 | 44 | -18.52% | 6,170,275 | -2.00% | 28 | 3.30% | 17 | -41.38% | 12 | 9.09% |
Jun 30, 2024 | 54 | 10.20% | 6,295,936 | 7.68% | 29 | 3.83% | 29 | 61.11% | 11 | -21.43% |
Mar 31, 2024 | 49 | -9.26% | 5,846,690 | 0.22% | 27 | 3.69% | 18 | -28.00% | 14 | -17.65% |
Dec 31, 2023 | 54 | 1.89% | 5,833,612 | -14.98% | 27 | 2.58% | 25 | 25.00% | 17 | -5.56% |
Sep 30, 2023 | 53 | -8.62% | 6,861,570 | 0.15% | 32 | 3.02% | 20 | -25.93% | 18 | - |
Top Mutual Funds Shareholders
Holder | Shares | % Holding | Change |
---|---|---|---|
Vanguard Total Stock Mkt Idx Inv | 674.96K | 3.05% | - |
Vanguard Institutional Extnd Mkt Idx Tr | 275.64K | 1.25% | - |
Russell Inv US Small Cap Equity E | 133.19K | 0.60% | - |
Perritt MicroCap Opportunities Investor | 120.00K | 0.54% | 35.00K |
Fidelity Extended Market Index | 115.37K | 0.52% | -929.00 |
Dunham Small Cap Value N | 97.77K | 0.44% | - |
EA Bridgeway Omni Small-Cap Value ETF | 88.86K | 0.40% | 256.00 |
WPG Partners Micro Cap Opportunities | 86.38K | 0.39% | 945.00 |
DFA US Targeted Value I | 53.88K | 0.24% | -18.89K |
Dimensional US Targeted Value ETF | 51.95K | 0.23% | - |
Recent Insider Transactions
Date | Name | Role | Activity | Value |
---|---|---|---|---|
Aug 16, 2024 | Blashford Eric B. | President and CEO | Buy | $11.34K |
May 28, 2024 | Schueller Daniel E. | Pres., Broadwind Heavy Fab. | Sell | $26.28K |
Nov 16, 2023 | Shivaram Sachin M | - | Buy | $21.80K |
Sep 06, 2023 | Wagner Thomas A. | - | Sell | $39.93K |
Aug 21, 2023 | Press Jeanette A. | - | Buy | $980.00 |
Insider Transactions Trends
Date | Buy | Sell |
---|---|---|
2024 Q2 | - | 1 |
2023 Q4 | 1 | - |
2023 Q3 | 7 | 1 |
2023 Q2 | - | 1 |
2023 Q1 | - | - |
BWEN Ownership FAQ
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