Bankwell Financial Group Ownership | Who Owns Bankwell Financial Group?
Bankwell Financial Group Ownership Summary
Bankwell Financial Group is owned by 36.69% institutional investors, 11.64% insiders, and 51.67% retail investors. Blackrock is the largest institutional shareholder, holding 5.65% of BWFG shares. iShares Russell 2000 ETF is the top mutual fund, with 2.63% of its assets in Bankwell Financial Group shares.
BWFG Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Bankwell Financial Group | 36.69% | 11.64% | 51.67% |
| 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 |
|---|---|---|---|
| Blackrock | 433.11K | 5.65% | $10.99M |
| Blackrock funding, inc. /de | 429.33K | 5.57% | $13.37M |
| Vanguard group | 338.51K | 4.39% | $10.54M |
| Dimensional fund advisors lp | 288.87K | 3.74% | $9.00M |
| Banc funds | 249.42K | 3.23% | $7.77M |
| Pacific ridge capital partners | 174.58K | 2.26% | $5.44M |
| Renaissance | 150.25K | 1.95% | $4.68M |
| Geode capital management | 148.03K | 1.92% | $4.61M |
| Lsv asset management | 115.70K | 1.50% | $3.60M |
| Siena capital partners gp | 110.34K | 1.43% | $3.44M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Pacific ridge capital partners | 174.58K | 1.25% | $5.44M |
| Siena capital partners gp | 110.34K | 0.95% | $3.44M |
| Banc funds | 249.42K | 0.86% | $7.77M |
| Fourthstone | 105.58K | 0.64% | $3.29M |
| Gm advisory group | 90.36K | 0.16% | $2.81M |
| Bridge city capital | 13.58K | 0.11% | $422.92K |
| Seacrest wealth management | 20.04K | 0.07% | $624.28K |
| Sierra capital | 9.08K | 0.03% | $283.00K |
| Bridgeway capital management | 52.91K | 0.03% | $1.34M |
| Summit trail advisors | 25.82K | 0.03% | $804.39K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Fourthstone | 105.58K | 0.64% | 79.67K |
| Pacific ridge capital partners | 174.58K | 1.25% | 40.46K |
| Blackrock | 433.11K | 0.00% | 27.02K |
| Goldman sachs group | 51.50K | 0.00% | 23.76K |
| Northeast financial consultants | 21.90K | 0.03% | 21.90K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Banc funds | 249.42K | 0.86% | -33.20K |
| Carl p. sherr | - | - | -8.00K |
| Lsv asset management | 115.70K | 0.01% | -7.35K |
| Renaissance | 150.25K | 0.01% | -7.25K |
| Blackrock funding, inc. /de | 429.33K | 0.00% | -7.01K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Northeast financial consultants | 21.90K | 0.03% | 21.90K | $682.28K |
| Seacrest wealth management | 20.04K | 0.07% | 20.04K | $624.28K |
| Connor, clark & lunn investment management | 6.72K | 0.00% | 6.72K | $209.30K |
| Mirae asset global etfs | 3.25K | 0.00% | 3.25K | $82.55K |
| Ronald blue trust | 219.00 | 0.00% | 219.00 | $6.56K |
Sold Out
| Holder | Change |
|---|---|
| Nelson, van denburg & campbell wealth management group | -1.00 |
| Innealta capital | -3.00 |
| Capital performance advisors llp | -13.00 |
| Picton mahoney asset management | -65.00 |
| Newedge advisors | -148.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Sep 30, 2024 | 69 | 4.55% | 2,830,813 | 3.21% | 36 | 2.86% | 34 | -2.86% | 13 | -35.00% |
| Jun 30, 2024 | 65 | 1.56% | 2,742,801 | 0.90% | 35 | 2.80% | 35 | 59.09% | 19 | -17.39% |
| Mar 31, 2024 | 64 | -9.86% | 2,718,235 | -4.25% | 35 | 2.56% | 22 | -38.89% | 23 | 53.33% |
| Dec 31, 2023 | 71 | 5.97% | 2,838,899 | 8.66% | 37 | 3.16% | 36 | 38.46% | 15 | -25.00% |
| Sep 30, 2023 | 67 | -1.47% | 2,612,742 | 1.79% | 34 | 2.98% | 26 | -13.33% | 20 | -23.08% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| iShares Russell 2000 ETF | 206.57K | 2.63% | -1.55K |
| Vanguard Total Stock Mkt Idx Inv | 201.81K | 2.57% | - |
| Pacific Ridge Capital Ptnrs Micro Cp Val | 114.10K | 1.45% | -6.70K |
| Vanguard Institutional Extnd Mkt Idx Tr | 90.47K | 1.15% | - |
| Adara Smaller Companies | 66.34K | 0.84% | -230.00 |
| Fidelity Small Cap Index | 64.65K | 0.82% | - |
| iShares Russell 2000 Value ETF | 62.08K | 0.79% | 84.00 |
| DFA US Targeted Value I | 42.35K | 0.54% | - |
| Fidelity Extended Market Index | 36.73K | 0.47% | -296.00 |
| Kennedy Bank Sector | 36.31K | 0.46% | 13.73K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Feb 07, 2025 | Brunner Steven H | EVP & Chief Risk Officer | Sell | $22.22K |
| Feb 07, 2025 | Sacchetti Courtney E | EVP & Chief Financial Officer | Sell | $14.53K |
| Feb 07, 2025 | Fusaro Angelo G | Principal Accounting Officer | Sell | $8.88K |
| Feb 07, 2025 | Chivily Christine | EVP & Chief Credit Officer | Sell | $30.74K |
| Feb 07, 2025 | McNeill Matt | President & CBO | Sell | $61.88K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q1 | 1 | 2 |
| 2024 Q4 | 23 | 1 |
| 2024 Q3 | 34 | 5 |
| 2024 Q2 | 33 | 5 |
| 2024 Q1 | 15 | - |
BWFG Ownership FAQ
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