Institutional Ownership Bridgewater Bancshares Inc (BWB)

BWB Quotes by TradingView

This table provides information about the institutional ownership of Bridgewater Bancshares Inc (BWB). We have compiled data on the 113 institutions that hold shares in the stock, with a total of 13.8 Million shares, which have been reported (via 13F filing form) to have a value of $219 Million.

Holding Report Date shares Held Holding Value (Reported) Last Trade Trade History
Mcf Advisors LLC

Covington, KY

 		May 06, 2025 Q1 2025
361
shares
$5,711 0.0% of portfolio
Q4 2024 New holding
Sterling Capital Management LLC

Charlotte, NC

 		May 13, 2025 Q1 2025
343
shares
$5,426 0.0% of portfolio
Q1 2025 Reduced 46.15%
Pnc Financial Services Group, Inc.

Pittsburgh, PA

 		May 09, 2025 Q1 2025
176
shares
$2,784 0.0% of portfolio
Q4 2023 Reduced 39.93%
Fortitude Family Office, LLC

Scottsdale, AZ

 		Apr 15, 2025 Q1 2025
145
shares
$2,293 0.0% of portfolio
Q4 2023 New holding
Bessemer Group Inc

Woodbridge, NJ

 		Apr 23, 2025 Q1 2025
105
shares
$1,661 0.0% of portfolio
Q1 2025 Reduced 4.55%
Ever Source Wealth Advisors, LLC

May 13, 2025 Q1 2025
65
shares
$1,028 0.0% of portfolio
Q1 2025 Added 25.0%
Clari Vest Asset Management LLC

San Diego, CA

 		Nov 12, 2024 Q3 2024
52
shares
$822 0.0% of portfolio
Q2 2024 Reduced 73.2%
Sbi Securities Co., Ltd.

Tokyo, M0

 		May 01, 2025 Q1 2025
43
shares
$680 0.0% of portfolio
Q4 2024 New holding
True Wealth Design, LLC

Akron, OH

 		May 13, 2025 Q1 2025
31
shares
$490 0.0% of portfolio
Q1 2025 New holding
Covestor LTD

Boston, MA

 		May 12, 2025 Q1 2025
16
shares
$253 0.0% of portfolio
Q1 2025 New holding
Concourse Financial Group Securities, Inc.

Birmingham, AL

 		Feb 13, 2025 Q4 2024
0
shares
$0 0.0% of portfolio
Q4 2024 New holding

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P - Open market or private purchase×
S - Open market or private sale×
V - Transaction voluntarily reported earlier than required×
A - Grant, award, or other acquisition×
D - Sale (or disposition) back to the issuer×
F - Payment of exercise price or tax liability×
I - Discretionary transaction×
M - Exercise of conversion of derivative security×
C - Conversion of derivative security×
E - Expiration of short derivative position×
H - Expiration (or cancellation) of long derivative position with value received×
O - Exercise of out-of-the-money derivative securities×
X - Exercise of in-the-money or at-the-money derivatives securities×
G - Bona fide gift×
L - Small Acquisition×
W - Acquisition or disposition by will or laws×
Z - Deposit into or withdrawal from voting trust×
J - Other acquisition or disposition×
K - Transaction in equity swap or similar instrument×
U - Disposition due to a tender of shares in a change of control transaction×
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