Latest Institutional Transactions on First Western Financial Inc (MYFW)
This table provides information on the latest institutional transactions involving First Western Financial Inc (MYFW) 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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-703- 0.14% |
$9.5K - $12.9K
|
510K
$11.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
4.62KNew |
$62.5K - $84.7K
|
4.62K
$107K
|
|
|
Aug 13, 2024
Q2 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-3.77K- 17.17% |
$51K - $69.2K
|
18.2K
$421K
|
|
|
Aug 08, 2024
Q2 2024
|
Strategic Value Bank Partners LLC
Cleveland, OH |
BUY
|
- |
28.6K+ 12.94% |
$386K - $524K
|
249K
$5.76M
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
5New |
$67.6 - $91.7
|
5
$116
|
|
|
Jul 19, 2024
Q2 2024
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-15- 60.0% |
$203 - $275
|
10
$231
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
45.3KNew |
$595K - $889K
|
45.3K
$1.05M
|
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-34- 0.85% |
$446 - $667
|
3.95K
$91.3K
|
|
|
Apr 23, 2024
Q1 2024
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-461- 62.72% |
$6.05K - $9.04K
|
274
$6.33K
|
|
|
Apr 23, 2024
Q1 2024
|
Cherry Creek Investment Advisors, Inc.
|
SELL
|
- |
-6K- 10.36% |
$78.7K - $118K
|
51.9K
$1.2M
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
CALL |
267KNew |
$3.52M - $5.6M
|
267K
$6.18M
|
|
|
Feb 14, 2024
Q4 2023
|
Family Management Corp
New York, NY |
BUY
|
- |
30.5KNew |
$402K - $640K
|
30.5K
$705K
|
|
| Q3 2023 | |||||||
|
Oct 11, 2023
Q3 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
12New |
$218 - $262
|
12
$277
|
|
| Q2 2023 | |||||||
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
20.5KNew |
$292K - $403K
|
20.5K
$473K
|
|
|
Jul 14, 2023
Q2 2023
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-1.72K- 12.94% |
$24.6K - $33.8K
|
11.6K
$267K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Elizabeth Park Capital Advisors, Ltd.
Pepper Pike, OH |
SELL
|
- |
-143K- 64.37% |
$2.75M - $3.92M
|
79.3K
$1.83M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
67New |
$1.28K - $1.83K
|
67
$1.55K
|
|
|
May 11, 2023
Q1 2023
|
Gator Capital Management, LLC
|
BUY
|
- |
13.5K+ 108.57% |
$259K - $370K
|
26K
$601K
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
27.2KNew |
$522K - $744K
|
27.2K
$629K
|
|
|
May 09, 2023
Q1 2023
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-7.26K- 17.1% |
$139K - $198K
|
35.2K
$813K
|
|
|
May 01, 2023
Q1 2023
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
12.4KNew |
$238K - $339K
|
12.4K
$287K
|
|
|
Apr 13, 2023
Q1 2023
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-269- 74.72% |
$5.16K - $7.36K
|
91
$2.1K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
SELL
|
- |
-8.37K- 52.09% |
$205K - $255K
|
7.7K
$178K
|
|
|
Feb 14, 2023
Q4 2022
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
11.6KNew |
$286K - $355K
|
11.6K
$269K
|
|
|
Feb 01, 2023
Q4 2022
|
Legato Capital Management LLC
|
BUY
|
- |
7.39KNew |
$181K - $226K
|
7.39K
$171K
|
|
| Q3 2022 | |||||||
|
Nov 15, 2022
Q3 2022
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
2KNew |
$49.3K - $58.8K
|
2K
$46.2K
|
|
|
Nov 10, 2022
Q3 2022
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
43+ 1075.0% |
$1.06K - $1.26K
|
47
$1.09K
|
|
|
Nov 08, 2022
Q3 2022
|
Riverwater Partners LLC
|
SELL
|
- |
-6.04K- 39.29% |
$149K - $178K
|
9.33K
$216K
|
|
|
Nov 04, 2022
Q3 2022
|
River Oaks Capital LLC
Wayzata, MN |
SELL
|
- |
-8.28K- 20.06% |
$204K - $243K
|
33K
$763K
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-857- 3.31% |
$21.1K - $25.2K
|
25K
$578K
|
|
| Q2 2022 | |||||||
|
Aug 19, 2022
Q2 2022
|
Exodus Point Capital Management, LP
New York, NY |
SELL
|
- |
-23.9KClosed |
$651K - $799K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Lmr Partners LLP
London, X0 |
SELL
|
- |
-7.61KClosed |
$207K - $254K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Squarepoint Ops LLC
New York, NY |
SELL
|
- |
-9.49KClosed |
$258K - $317K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Man Group PLC
London, X0 |
SELL
|
- |
-8.9KClosed |
$242K - $297K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
683 Capital Management, LLC
New York, NY |
SELL
|
- |
-8.68KClosed |
$236K - $290K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Weiss Asset Management LP
Boston, MA |
SELL
|
- |
-9KClosed |
$245K - $301K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Eam Investors, LLC
Solana Beach, CA |
BUY
|
- |
33.7KNew |
$917K - $1.13M
|
33.7K
$779K
|
|
|
Aug 12, 2022
Q2 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
592New |
$16.1K - $19.8K
|
592
$13.7K
|
|
|
Aug 12, 2022
Q2 2022
|
Bhz Capital Management, LP
San Jose, CA |
SELL
|
- |
-13.9KClosed |
$378K - $464K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
490New |
$13.3K - $16.4K
|
490
$11.3K
|
|
| Q1 2022 | |||||||
|
Apr 27, 2022
Q1 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
13.9KNew |
$430K - $466K
|
13.9K
$322K
|
|
| Q4 2021 | |||||||
|
Feb 14, 2022
Q4 2021
|
Ergoteles LLC
New York, NY |
SELL
|
- |
-16.4KClosed |
$459K - $521K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-13.5KClosed |
$379K - $430K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-4.75KClosed |
$133K - $151K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-11.8KClosed |
$331K - $376K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 15, 2021
Q3 2021
|
Price T Rowe Associates Inc
Baltimore, MD |
SELL
|
- |
-145KClosed |
$3.57M - $4.26M
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-41Closed |
$1.01K - $1.21K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 13, 2021
Q2 2021
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
42.2K+ 61.6% |
$1.04M - $1.22M
|
111K
$2.56M
|
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-1.94KClosed |
$47.7K - $56.3K
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 14, 2021
Q1 2021
|
Fj Capital Management LLC
Mclean, VA |
BUY
|
CALL |
369KNew |
$6.66M - $10.9M
|
369K
$8.53M
|
|