Institutional Ownership Bankwell Financial Group, Inc. (BWFG)
This table provides information about the institutional ownership of Bankwell Financial Group, Inc. (BWFG). We have compiled data on the 99 institutions that hold shares in the stock, with a total of 3.44 Million shares, which have been reported (via 13F filing form) to have a value of $154 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Nisa Investment Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
478
shares
|
$21,395
0.0% of portfolio
|
Q4 2023
Reduced 51.12%
|
|
|
California State Teachers Retirement System
West Sacramento, CA |
Nov 14, 2025 Q3 2025 |
467
shares
|
$20,902
0.0% of portfolio
|
Q2 2024
Reduced 21.11%
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 16, 2025 Q3 2025 |
458
shares
|
$20,500
0.0% of portfolio
|
Q2 2024
Added 158.76%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
414
shares
|
$18,530
0.0% of portfolio
|
Q3 2025
Added 123.78%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2025 Q3 2025 |
413
shares
|
$18,485
0.0% of portfolio
|
Q3 2025
Reduced 79.3%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
200
shares
|
$8,952
0.0% of portfolio
|
Q1 2025
Reduced 91.74%
|
|
|
Amalgamated Bank
New York, NY |
Oct 29, 2025 Q3 2025 |
196
shares
|
$8,772
0.0% of portfolio
|
Q1 2024
Reduced 62.67%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 14, 2025 Q3 2025 |
146
shares
|
$6,534
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Optiver Holding B.V.
Amsterdam, P7 |
Nov 10, 2025 Q3 2025 |
128
shares
|
$5,729
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
Nov 14, 2025 Q3 2025 |
113
shares
|
$5,057
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
52
shares
|
$2,327
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Oct 21, 2025 Q3 2025 |
51
shares
|
$2,282
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Oct 17, 2025 Q3 2025 |
43
shares
|
$1,924
0.0% of portfolio
|
Q3 2025
Reduced 4.44%
|
|
|
Gamma Investing LLC
Foster City, CA |
Oct 02, 2025 Q3 2025 |
38
shares
|
$1,700
0.0% of portfolio
|
Q3 2025
Added 80.95%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
30
shares
|
$1,342
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Massmutual Trust CO Fsb
|
Oct 22, 2025 Q3 2025 |
22
shares
|
$984
0.0% of portfolio
|
Q1 2021
New holding
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
20
shares
|
$895
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 04, 2025 Q3 2025 |
17
shares
|
$760
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
10
shares
|
$447
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
8
shares
|
$358
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
Oct 21, 2025 Q3 2025 |
4
shares
|
$179
0.0% of portfolio
|
Q3 2025
Added 300.0%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
4
shares
|
$179
0.0% of portfolio
|
Q3 2025
Added 33.33%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2025
Closed
|
|