Norwood Financial Ownership | Who Owns Norwood Financial?
Norwood Financial Ownership Summary
Norwood Financial is owned by 0.80% institutional investors, 8.32% insiders, and 90.88% retail investors. Wellington management group llp is the largest institutional shareholder, holding 7.68% of NWFL shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 2.61% of its assets in Norwood Financial shares.
NWFL Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Norwood Financial | 0.80% | 8.32% | 90.88% |
| Sector | Financial Services Stocks | 71.97% | 15.45% | 12.58% |
| Industry | Regional Banks Stocks | 38.06% | 12.02% | 49.92% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Wellington management group llp | 618.05K | 7.68% | $16.81M |
| Blackrock funding, inc. /de | 590.50K | 7.34% | $16.06M |
| Blackrock | 551.74K | 6.85% | $14.00M |
| Vanguard group | 387.10K | 4.81% | $10.53M |
| Manufacturers life insurance company, the | 177.91K | 2.21% | $4.84M |
| Geode capital management | 166.45K | 2.07% | $4.53M |
| Dimensional fund advisors lp | 106.79K | 1.33% | $2.90M |
| State street | 97.49K | 1.21% | $2.47M |
| Alliancebernstein | 76.91K | 0.96% | $2.09M |
| Cetera investment advisers | 75.07K | 0.93% | $2.04M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Ejf capital | 52.88K | 0.81% | $1.28M |
| Raffles associates lp | 20.00K | 0.59% | $483.40K |
| Eagle wealth strategies | 23.53K | 0.46% | $640.08K |
| Minerva advisors | 13.68K | 0.22% | $370.07K |
| Emerald mutual fund advisers trust | 47.50K | 0.08% | $1.29M |
| John g ullman & associates | 18.80K | 0.08% | $511.45K |
| Peoples financial services | 3.56K | 0.04% | $96.70K |
| Strategic financial services | 19.85K | 0.03% | $539.91K |
| Community bank, n.a. | 3.99K | 0.01% | $101.28K |
| Bridgeway capital management | 20.51K | 0.01% | $557.95K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Wellington management group llp | 618.05K | 0.00% | 618.05K |
| Manufacturers life insurance company, the | 177.91K | 0.00% | 177.91K |
| Alliancebernstein | 76.91K | 0.00% | 76.91K |
| Raymond james financial | 51.25K | 0.00% | 51.25K |
| Emerald mutual fund advisers trust | 47.50K | 0.08% | 47.50K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Ejf capital | 52.88K | 0.81% | -25.20K |
| Citadel advisors | - | - | -13.96K |
| Cambridge investment research advisors | - | - | -11.34K |
| Cetera investment advisers | 75.07K | 0.00% | -9.88K |
| American century companies | - | - | -9.43K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Wellington management group llp | 618.05K | 0.00% | 618.05K | $16.81M |
| Manufacturers life insurance company, the | 177.91K | 0.00% | 177.91K | $4.84M |
| Alliancebernstein | 76.91K | 0.00% | 76.91K | $2.09M |
| Raymond james financial | 51.25K | 0.00% | 51.25K | $1.39M |
| Emerald mutual fund advisers trust | 47.50K | 0.08% | 47.50K | $1.29M |
Sold Out
| Holder | Change |
|---|---|
| Nelson, van denburg & campbell wealth management group | -1.00 |
| Capital performance advisors llp | -28.00 |
| Stone house investment management | -379.00 |
| Metropolitan life insurance co/ny | -411.00 |
| American group | -3.59K |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Mar 31, 2025 | 2 | -97.06% | 72,877 | -97.65% | - | 0.05% | - | -100.00% | 1 | -94.44% |
| Dec 31, 2024 | 63 | 8.62% | 2,922,603 | 47.38% | 36 | 5.98% | 33 | - | 16 | 33.33% |
| Sep 30, 2024 | 58 | 13.73% | 1,982,982 | 5.19% | 24 | 4.51% | 33 | 57.14% | 12 | -20.00% |
| Jun 30, 2024 | 51 | -7.27% | 1,885,143 | -17.90% | 23 | 2.88% | 21 | - | 15 | -28.57% |
| Mar 31, 2024 | 55 | 3.77% | 2,296,079 | 1.97% | 28 | 3.70% | 21 | -25.00% | 21 | 75.00% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Total Stock Mkt Idx Inv | 242.05K | 2.61% | 8.50K |
| Vanguard US Total Market Shares ETF | 233.55K | 2.52% | - |
| iShares Russell 2000 ETF | 200.18K | 2.16% | 99.00 |
| Vanguard Institutional Extnd Mkt Idx Tr | 148.97K | 1.61% | - |
| JHancock Regional Bank A | 82.11K | 0.89% | - |
| JH Financial Opportunities | 78.29K | 0.85% | - |
| John Hancock Financial Opportunities Fund | 78.29K | 0.85% | - |
| iShares Russell 2000 Value ETF | 74.94K | 0.81% | - |
| Fidelity Small Cap Index | 72.79K | 0.79% | - |
| Fidelity Extended Market Index | 46.47K | 0.50% | 6.51K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Apr 30, 2025 | McCaffery John Martin JR | EVP & CFO | Buy | $12.50K |
| Apr 25, 2025 | FORTE ANDREW | - | Buy | $11.88K |
| Apr 24, 2025 | Donnelly James O | President & CEO | Buy | $2.43K |
| Dec 19, 2024 | Donnelly James O | President & CEO | Buy | $39.99K |
| Dec 20, 2024 | O'Bell Vincent | EVP & Chief Lending Officer | Buy | $30.00K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q2 | 3 | - |
| 2025 Q1 | 9 | - |
| 2024 Q4 | 1 | - |
| 2024 Q3 | 12 | - |
| 2024 Q2 | 4 | - |
NWFL 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