Broadwind Ownership | Who Owns Broadwind?
Broadwind Ownership Summary
Broadwind is owned by 16.92% institutional investors, 10.97% insiders, and 72.11% retail investors. Grace & white inc /ny is the largest institutional shareholder, holding 8.99% of BWEN shares. Vanguard US Total Market Shares ETF is the top mutual fund, with 3.09% of its assets in Broadwind shares.
BWEN Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Broadwind | 16.92% | 10.97% | 72.11% |
| Sector | Industrials Stocks | 50.65% | 11.75% | 37.60% |
| Industry | Industrial Machinery Stocks | 57.70% | 9.34% | 32.96% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Grace & white inc /ny | 1.98M | 8.99% | $3.72M |
| Vanguard group | 968.47K | 4.40% | $1.82M |
| Quinn opportunity partners | 492.60K | 2.24% | $926.08K |
| Blackrock | 362.95K | 1.68% | $1.19M |
| Blackrock funding, inc. /de | 364.73K | 1.66% | $685.69K |
| Dimensional fund advisors lp | 253.73K | 1.15% | $477.02K |
| Geode capital management | 232.77K | 1.06% | $437.71K |
| Us bancorp \de\ | 143.13K | 0.65% | $269.08K |
| Renaissance | 109.30K | 0.50% | $205.48K |
| Perritt capital management | 105.59K | 0.48% | $198.51K |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Grace & white inc /ny | 1.98M | 0.70% | $3.72M |
| Perritt capital management | 105.59K | 0.10% | $198.51K |
| Quinn opportunity partners | 492.60K | 0.06% | $926.08K |
| Essex investment management | 60.78K | 0.02% | $114.27K |
| Bridgeway capital management | 90.39K | 0.00% | $169.93K |
| Legato capital management | 14.81K | 0.00% | $27.84K |
| James investment research | 12.10K | 0.00% | $22.75K |
| Empowered funds | 85.39K | 0.00% | $160.53K |
| Alerus financial na | 13.24K | 0.00% | $24.89K |
| Ritholtz wealth management | 31.36K | 0.00% | $58.95K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Grace & white inc /ny | 1.98M | 0.70% | 265.34K |
| Goldman sachs group | 63.58K | - | 63.58K |
| Squarepoint ops | 40.53K | 0.00% | 40.53K |
| Mariner | 30.00K | 0.00% | 30.00K |
| Cubist systematic strategies | 25.71K | 0.00% | 25.71K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Russell investments group | - | - | -359.10K |
| Boston partners | - | - | -184.15K |
| Mather group, llc. | - | - | -151.00K |
| Gsa capital partners llp | - | - | -150.08K |
| Dimensional fund advisors lp | 253.73K | 0.00% | -101.69K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Goldman sachs group | 63.58K | - | 63.58K | $208.54K |
| Mariner | 30.00K | 0.00% | 30.00K | $56.40K |
| Cubist systematic strategies | 25.71K | 0.00% | 25.71K | $84.34K |
| Simplex trading | 1.54K | - | 1.54K | $2.00K |
| Ifp advisors | 191.00 | - | 191.00 | $359.00 |
Sold Out
| Holder | Change |
|---|---|
| Kelly financial services | -25.00 |
| Fmr | -50.00 |
| Fairway wealth | -170.00 |
| Lazard asset management | -535.00 |
| Steph | -2.00K |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Dec 31, 2024 | 16 | -63.64% | 3,727,937 | -39.58% | 16 | 2.16% | 5 | -70.59% | 8 | -33.33% |
| 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% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard US Total Market Shares ETF | 689.28K | 3.09% | - |
| Vanguard Total Stock Mkt Idx Inv | 674.96K | 3.02% | - |
| Vanguard Institutional Extnd Mkt Idx Tr | 275.64K | 1.24% | - |
| 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 | 112.92K | 0.51% | -719.00 |
| Dunham Small Cap Value N | 97.77K | 0.44% | - |
| EA Bridgeway Omni Small-Cap Value ETF | 92.32K | 0.41% | 105.00 |
| WPG Partners Micro Cap Opportunities | 86.38K | 0.39% | 945.00 |
| DFA US Targeted Value I | 53.88K | 0.24% | - |
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 |
|---|---|---|
| 2025 Q1 | - | - |
| 2024 Q3 | 1 | - |
| 2024 Q2 | - | 1 |
| 2023 Q4 | 1 | - |
| 2023 Q3 | 7 | 1 |
BWEN Ownership FAQ
Try Tickergate Pro Free
Customize Everything. 100% Flexibility. Fast and Easy to Use (No code or Excel Needed)
Customize your own personal stocks lists, views and charts
Choose from hundreds of fields, up to 15 years of history
Conduct deep comparison analysis
Discover trending investment themes
Find your next best investment
Research stocks using tools