Latest Institutional Transactions on First Watch Restaurant Group, Inc. (FWRG)
This table provides information on the latest institutional transactions involving First Watch Restaurant Group, Inc. (FWRG) 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 |
|---|---|---|---|---|---|---|---|
|
Oct 14, 2025
Q3 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
1KNew |
$15.6K - $19.2K
|
1K
$17K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
10+ 10.0% |
$156 - $192
|
110
$1.87K
|
|
|
Oct 14, 2025
Q3 2025
|
Riverbridge Partners LLC
|
SELL
|
- |
-91K- 7.11% |
$1.42M - $1.74M
|
1.19M
$20.2M
|
|
|
Oct 07, 2025
Q3 2025
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
65+ 1.71% |
$1.02K - $1.25K
|
3.86K
$65.5K
|
|
|
Oct 06, 2025
Q3 2025
|
Moody National Bank Trust Division
|
SELL
|
- |
-55- 0.05% |
$860 - $1.05K
|
120K
$2.03M
|
|
|
Oct 02, 2025
Q3 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
102+ 83.61% |
$1.6K - $1.96K
|
224
$3.8K
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
38.4K+ 70.69% |
$572K - $771K
|
92.6K
$1.57M
|
|
|
Sep 22, 2025
Q2 2025
|
Caldwell Trust CO
Venice, FL |
BUY
|
- |
1.2KNew |
$17.9K - $24.1K
|
1.2K
$20.4K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
15+ 23.81% |
$224 - $301
|
78
$1.32K
|
|
|
Aug 14, 2025
Q2 2025
|
Armistice Capital, LLC
New York, NY |
BUY
|
- |
350KNew |
$5.22M - $7.03M
|
350K
$5.94M
|
|
|
Aug 14, 2025
Q2 2025
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
11.1KNew |
$165K - $223K
|
11.1K
$188K
|
|
|
Aug 14, 2025
Q2 2025
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
8K+ 28.51% |
$119K - $161K
|
36.1K
$612K
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-313- 3.02% |
$4.67K - $6.29K
|
10K
$170K
|
|
|
Aug 14, 2025
Q2 2025
|
Winton Group LTD
London, X0 |
BUY
|
- |
18.6KNew |
$277K - $374K
|
18.6K
$316K
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
75+ 312.5% |
$1.12K - $1.51K
|
99
$1.68K
|
|
|
Aug 13, 2025
Q2 2025
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
11.8KNew |
$176K - $237K
|
11.8K
$200K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
8+ 6.25% |
$119 - $161
|
136
$2.31K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 11, 2025
Q2 2025
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
SELL
|
- |
-40.2K- 27.5% |
$599K - $807K
|
106K
$1.8M
|
|
|
Aug 11, 2025
Q2 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-73- 41.48% |
$1.09K - $1.47K
|
103
$1.75K
|
|
|
Aug 11, 2025
Q2 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-35- 33.33% |
$522 - $703
|
70
$1.19K
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
10.1KNew |
$151K - $203K
|
10.1K
$171K
|
|
|
Aug 08, 2025
Q2 2025
|
Bailard, Inc.
|
BUY
|
- |
12.8KNew |
$191K - $257K
|
12.8K
$217K
|
|
|
Aug 07, 2025
Q2 2025
|
Accent Capital Management, LLC
Dayton, OH |
SELL
|
- |
-3.5K- 70.0% |
$52.2K - $70.3K
|
1.5K
$25.5K
|
|
|
Aug 05, 2025
Q2 2025
|
Bnp Paribas Asset Management Holding S.A.
|
BUY
|
- |
302New |
$4.51K - $6.07K
|
302
$5.12K
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1.32K+ 207.57% |
$19.6K - $26.4K
|
1.95K
$33.1K
|
|
|
Aug 05, 2025
Q2 2025
|
Versor Investments LP
|
BUY
|
- |
47.2KNew |
$704K - $948K
|
47.2K
$801K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
505+ 20.57% |
$7.53K - $10.1K
|
2.96K
$50.2K
|
|
|
Jul 31, 2025
Q2 2025
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
488+ 3.13% |
$7.28K - $9.8K
|
16.1K
$273K
|
|
|
Jul 30, 2025
Q2 2025
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
395New |
$5.89K - $7.94K
|
395
$6.7K
|
|
|
Jul 23, 2025
Q2 2025
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
13KNew |
$194K - $262K
|
13K
$221K
|
|
|
Jul 21, 2025
Q2 2025
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
48KNew |
$716K - $964K
|
48K
$815K
|
|
|
Jul 17, 2025
Q2 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
390New |
$5.82K - $7.84K
|
390
$6.62K
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-150- 89.82% |
$2.24K - $3.01K
|
17
$288
|
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
SELL
|
- |
-126- 0.57% |
$1.88K - $2.53K
|
21.8K
$370K
|
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
11K+ 16.01% |
$164K - $221K
|
79.7K
$1.35M
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
BUY
|
- |
1.9K+ 1177.64% |
$30.8K - $42.1K
|
2.06K
$34.9K
|
|
|
May 15, 2025
Q1 2025
|
12 West Capital Management LP
New York, NY |
SELL
|
- |
-523K- 25.96% |
$8.48M - $11.6M
|
1.49M
$25.3M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
6.05K+ 28.22% |
$98.2K - $135K
|
27.5K
$467K
|
|
|
May 15, 2025
Q1 2025
|
Foxhaven Asset Management, LP
Charlottesville, VA |
SELL
|
- |
-68.8K- 3.59% |
$1.12M - $1.53M
|
1.85M
$31.4M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
11.2KNew |
$182K - $250K
|
11.2K
$191K
|
|
|
May 15, 2025
Q1 2025
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
SELL
|
- |
-84.3K- 53.66% |
$1.37M - $1.87M
|
72.8K
$1.24M
|
|
|
May 14, 2025
Q1 2025
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
2.67K+ 83.01% |
$43.3K - $59.3K
|
5.88K
$99.8K
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
11.1KNew |
$181K - $247K
|
11.1K
$189K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
2.87KNew |
$46.6K - $63.8K
|
2.87K
$48.7K
|
|
|
May 13, 2025
Q1 2025
|
Clear Street Markets LLC
|
BUY
|
- |
122New |
$1.98K - $2.71K
|
122
$2.07K
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
4New |
$64.9 - $88.9
|
4
$67.9
|
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
912+ 30.68% |
$14.8K - $20.3K
|
3.89K
$65.9K
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
BUY
|
- |
3New |
$48.7 - $66.7
|
3
$50.9
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
5.62K+ 7.77% |
$91.2K - $125K
|
78K
$1.32M
|
|