Latest Institutional Transactions on Bankwell Financial Group, Inc. (BWFG)
This table provides information on the latest institutional transactions involving Bankwell Financial Group, Inc. (BWFG) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2025
Q3 2025
|
Barclays PLC
London, X0 |
BUY
|
- |
307+ 1.29% |
$11.3K - $14.1K
|
24K
$1.08M
|
|
|
Nov 12, 2025
Q3 2025
|
Nuveen, LLC
Charlotte, NC |
BUY
|
- |
14.2K+ 134.81% |
$521K - $651K
|
24.6K
$1.1M
|
|
|
Nov 10, 2025
Q3 2025
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
96.7KNew |
$3.56M - $4.45M
|
96.7K
$4.33M
|
|
|
Nov 10, 2025
Q3 2025
|
Citigroup Inc
|
SELL
|
- |
-2.28K- 82.33% |
$83.9K - $105K
|
489
$21.9K
|
|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1+ 33.33% |
$36.8 - $46
|
4
$179
|
|
|
Nov 10, 2025
Q3 2025
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
128New |
$4.72K - $5.89K
|
128
$5.73K
|
|
|
Nov 10, 2025
Q3 2025
|
Pacific Ridge Capital Partners, LLC
Lake Oswego, OR |
SELL
|
- |
-4.09K- 2.31% |
$151K - $188K
|
173K
$7.72M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-5.57K- 41.44% |
$205K - $256K
|
7.88K
$352K
|
|
|
Nov 07, 2025
Q3 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
13.8K+ 3.91% |
$509K - $636K
|
367K
$16.4M
|
|
|
Nov 07, 2025
Q3 2025
|
Essex Financial Services, Inc.
|
SELL
|
- |
-4- 0.07% |
$147 - $184
|
5.58K
$250K
|
|
|
Nov 06, 2025
Q3 2025
|
Lsv Asset Management
Chicago, IL |
SELL
|
- |
-21K- 19.77% |
$773K - $966K
|
85.2K
$3.81M
|
|
|
Nov 06, 2025
Q3 2025
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
68+ 0.67% |
$2.51K - $3.13K
|
10.2K
$456K
|
|
|
Nov 03, 2025
Q3 2025
|
New York State Common Retirement Fund
|
SELL
|
- |
-600- 15.19% |
$22.1K - $27.6K
|
3.35K
$150K
|
|
|
Oct 30, 2025
Q3 2025
|
Strs Ohio
|
SELL
|
- |
-3.3K- 62.26% |
$122K - $152K
|
2K
$89.5K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
258+ 0.37% |
$9.5K - $11.9K
|
70.7K
$3.17M
|
|
|
Oct 21, 2025
Q3 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
51New |
$1.88K - $2.35K
|
51
$2.28K
|
|
|
Oct 21, 2025
Q3 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
3+ 300.0% |
$111 - $138
|
4
$179
|
|
|
Oct 20, 2025
Q3 2025
|
Los Angeles Capital Management LLC
|
BUY
|
- |
5.68KNew |
$209K - $261K
|
5.68K
$254K
|
|
|
Oct 17, 2025
Q3 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-2- 4.44% |
$73.7 - $92
|
43
$1.92K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
435+ 71.78% |
$16K - $20K
|
1.04K
$46.6K
|
|
|
Oct 02, 2025
Q3 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
17+ 80.95% |
$626 - $782
|
38
$1.7K
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-113- 0.98% |
$3.13K - $4.12K
|
11.4K
$511K
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
30New |
$831 - $1.09K
|
30
$1.34K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1.74KNew |
$48.2K - $63.4K
|
1.74K
$77.9K
|
|
|
Aug 14, 2025
Q2 2025
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
BUY
|
- |
6.21KNew |
$172K - $226K
|
6.21K
$278K
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-1.16K- 11.66% |
$32.2K - $42.3K
|
8.79K
$394K
|
|
|
Aug 13, 2025
Q2 2025
|
Bridge City Capital, LLC
Lake Oswego, OR |
SELL
|
- |
-326- 2.48% |
$9.03K - $11.9K
|
12.8K
$573K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
299+ 70.69% |
$8.29K - $10.9K
|
722
$32.3K
|
|
|
Aug 12, 2025
Q2 2025
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
28+ 4.4% |
$776 - $1.02K
|
665
$29.8K
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
8New |
$222 - $292
|
8
$358
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
10New |
$277 - $365
|
10
$448
|
|
| Q1 2025 | |||||||
|
Sep 15, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-1.58K- 7.83% |
$44.3K - $51.8K
|
18.6K
$834K
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-2.22K- 91.74% |
$62.1K - $72.7K
|
200
$8.95K
|
|
|
May 14, 2025
Q1 2025
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-145- 13.15% |
$4.06K - $4.74K
|
958
$42.9K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
68New |
$1.9K - $2.22K
|
68
$3.04K
|
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
SELL
|
- |
-15- 37.5% |
$420 - $491
|
25
$1.12K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
52New |
$1.45K - $1.7K
|
52
$2.33K
|
|
|
May 07, 2025
Q1 2025
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-2.25K- 24.94% |
$63K - $73.6K
|
6.77K
$303K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
20New |
$559 - $654
|
20
$895
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
5.08K+ 25.33% |
$142K - $166K
|
25.1K
$1.12M
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
3.33KNew |
$93K - $115K
|
3.33K
$149K
|
|
|
Feb 13, 2025
Q4 2024
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
21.9KNew |
$612K - $757K
|
21.9K
$980K
|
|
|
Feb 13, 2025
Q4 2024
|
Kennedy Capital Management, Inc.
St Louis, MO |
BUY
|
- |
13.7K+ 60.82% |
$383K - $474K
|
36.3K
$1.63M
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
219New |
$6.11K - $7.56K
|
219
$9.8K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
148New |
$3.39K - $4.57K
|
148
$6.62K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
13New |
$297 - $401
|
13
$582
|
|
|
Oct 18, 2024
Q3 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-2.95K- 60.51% |
$67.5K - $91.1K
|
1.93K
$86.2K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-125- 21.11% |
$2.87K - $3.17K
|
467
$20.9K
|
|
|
Aug 13, 2024
Q2 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
17New |
$390 - $431
|
17
$761
|
|