Latest Institutional Transactions on Norwood Financial Corp (NWFL)
This table provides information on the latest institutional transactions involving Norwood Financial Corp (NWFL) 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 05, 2025
Q3 2025
|
John G Ullman & Associates Inc
|
SELL
|
- |
-1K- 7.35% |
$23.9K - $27.1K
|
12.6K
$339K
|
|
|
Nov 04, 2025
Q3 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-1- 25.0% |
$23.9 - $27.1
|
3
$80.8
|
|
|
Oct 30, 2025
Q3 2025
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
184KNew |
$4.4M - $4.98M
|
184K
$4.96M
|
|
|
Oct 30, 2025
Q3 2025
|
Emerald Mutual Fund Advisers Trust
|
SELL
|
- |
-3.3K- 6.95% |
$79K - $89.3K
|
44.2K
$1.19M
|
|
|
Oct 27, 2025
Q3 2025
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
324+ 17.51% |
$7.75K - $8.77K
|
2.17K
$58.6K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
54+ 0.21% |
$1.29K - $1.46K
|
25.4K
$685K
|
|
|
Oct 21, 2025
Q3 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
13+ 1300.0% |
$311 - $352
|
14
$377
|
|
|
Oct 15, 2025
Q3 2025
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
11.4KNew |
$272K - $307K
|
11.4K
$306K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
391+ 136.71% |
$9.36K - $10.6K
|
677
$18.2K
|
|
|
Oct 02, 2025
Q3 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
64New |
$1.53K - $1.73K
|
64
$1.72K
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-2.61K- 30.81% |
$56.6K - $70.2K
|
5.86K
$158K
|
|
|
Aug 15, 2025
Q2 2025
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
11+ 55.0% |
$238 - $296
|
31
$835
|
|
|
Aug 14, 2025
Q2 2025
|
Bridgeway Capital Management, LLC
Houston, TX |
SELL
|
- |
-6.73K- 39.58% |
$146K - $181K
|
10.3K
$277K
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-277- 2.25% |
$6K - $7.45K
|
12K
$324K
|
|
|
Aug 14, 2025
Q2 2025
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-24.9K- 71.04% |
$540K - $670K
|
10.2K
$274K
|
|
|
Aug 14, 2025
Q2 2025
|
Great West Life Assurance CO
Winnipeg, A2 |
SELL
|
- |
-121- 19.42% |
$2.62K - $3.25K
|
502
$13.5K
|
|
|
Aug 13, 2025
Q2 2025
|
Jacobs Asset Management, LLC
New York, NY |
SELL
|
- |
-9.26K- 15.43% |
$201K - $249K
|
50.7K
$1.37M
|
|
|
Aug 13, 2025
Q2 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
11.8KNew |
$256K - $318K
|
11.8K
$318K
|
|
|
Aug 12, 2025
Q2 2025
|
Nuveen, LLC
Charlotte, NC |
SELL
|
- |
-258- 1.95% |
$5.59K - $6.94K
|
13K
$349K
|
|
|
Aug 12, 2025
Q2 2025
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
79+ 10.96% |
$1.71K - $2.13K
|
800
$21.6K
|
|
|
Aug 12, 2025
Q2 2025
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-2.89K- 43.74% |
$62.6K - $77.8K
|
3.72K
$100K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 06, 2025
Q2 2025
|
Los Angeles Capital Management LLC
|
BUY
|
- |
14.1KNew |
$305K - $379K
|
14.1K
$379K
|
|
| Q1 2025 | |||||||
|
Sep 15, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-1.12K- 4.62% |
$27K - $30K
|
23.2K
$624K
|
|
|
May 15, 2025
Q1 2025
|
Ejf Capital LLC
Arlington, VA |
SELL
|
- |
-25.2K- 32.27% |
$608K - $674K
|
52.9K
$1.42M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
87New |
$2.1K - $2.33K
|
87
$2.34K
|
|
|
May 12, 2025
Q1 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
379New |
$9.15K - $10.1K
|
379
$10.2K
|
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
SELL
|
- |
-4- 50.0% |
$96.5 - $107
|
4
$108
|
|
|
Apr 30, 2025
Q1 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
9New |
$217 - $241
|
9
$242
|
|
|
Apr 30, 2025
Q1 2025
|
Code Waechter LLC
Tampa, FL |
SELL
|
- |
-13.7K- 49.19% |
$331K - $366K
|
14.2K
$381K
|
|
|
Apr 29, 2025
Q1 2025
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-375- 50.0% |
$9.05K - $10K
|
375
$10.1K
|
|
| Q4 2024 | |||||||
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
5.05KNew |
$127K - $164K
|
5.05K
$136K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
11.3KNew |
$285K - $368K
|
11.3K
$305K
|
|
|
Feb 11, 2025
Q4 2024
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-1.5K- 7.04% |
$37.8K - $48.8K
|
19.8K
$535K
|
|
|
Feb 11, 2025
Q4 2024
|
American Century Companies Inc
Kansas City, MO |
SELL
|
- |
-372- 3.8% |
$9.37K - $12.1K
|
9.43K
$254K
|
|
|
Feb 11, 2025
Q4 2024
|
Emerald Advisers, LLC
|
BUY
|
- |
4.5KNew |
$113K - $146K
|
4.5K
$121K
|
|
|
Jan 10, 2025
Q4 2024
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-1- 1.96% |
$25.2 - $32.5
|
50
$1.35K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
BUY
|
- |
2.01KNew |
$47.4K - $59.3K
|
2.01K
$54.2K
|
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
7.27KNew |
$171K - $214K
|
7.27K
$196K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
28New |
$660 - $826
|
28
$754
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
276+ 0.57% |
$6.51K - $8.14K
|
48.3K
$1.3M
|
|
| Q2 2024 | |||||||
|
Aug 13, 2024
Q2 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
23+ 0.16% |
$541 - $656
|
14K
$376K
|
|
|
Aug 13, 2024
Q2 2024
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
411+ 10.37% |
$9.66K - $11.7K
|
4.38K
$118K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
8.88K+ 1.63% |
$209K - $253K
|
552K
$14.9M
|
|
| Q1 2024 | |||||||
|
Oct 08, 2025
Q1 2024
|
New York State Common Retirement Fund
|
SELL
|
- |
-2- 0.06% |
$50.7 - $64
|
3.26K
$87.8K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-1.06K- 4.27% |
$26.8K - $33.8K
|
23.7K
$638K
|
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-31- 0.86% |
$786 - $992
|
3.59K
$96.7K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1New |
$25.4 - $32
|
1
$26.9
|
|
|
Apr 23, 2024
Q1 2024
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-395- 61.34% |
$10K - $12.6K
|
249
$6.71K
|
|
|
Apr 16, 2024
Q1 2024
|
Norwood Financial Corp
|
SELL
|
- |
-400- 0.09% |
$10.1K - $12.8K
|
425K
$11.4M
|
|