NWFL Institutional Ownership
Norwood Financial Corp.
1W: -0.2%
1M: -2.6%
3M: +6.2%
YTD: +21.8%
1Y: +34.7%
3Y: +41.7%
5Y: +59.9%
$33.70
+0.48 (+1.44%)
Pre-Market: $31.81 (-1.89, -5.59%)
Weekly Expected Move ±2.5%
$32
$33
$34
$35
$35
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Institutional Ownership — NWFL
121
Institutional Holders
+7 vs prior quarter
0.0%
Ownership
+0.00pp
$142M
Total Invested
16
New Positions
49
Increased
30
Reduced
8
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (130 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 776,358 | $26M | +115,675 | +17.5% | 8Q | SEC ↗ |
| 2 | WELLINGTON MANAGEMENT GROUP LLP | 567,505 | $19M | -183,286 | -24.4% | 7Q | SEC ↗ |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | 441,759 | $15M | +13,701 | +3.2% | 2Q | SEC ↗ |
| 4 | GEODE CAPITAL MANAGEMENT, LLC | 258,159 | $9M | +20,744 | +8.7% | 39Q | SEC ↗ |
| 5 | MANUFACTURERS LIFE INSURANCE COMPANY, | 174,278 | $6M | -783 | -0.4% | 7Q | SEC ↗ |
| 6 | Bulldog Investors, LLP | 170,000 | $6M | — | +0.0% | 4Q | SEC ↗ |
| 7 | Cornerstone Wealth Group, LLC | 166,585 | $6M | — | +0.0% | 4Q | SEC ↗ |
| 8 | DIMENSIONAL FUND ADVISORS LP | 166,006 | $6M | +10,098 | +6.5% | 74Q | SEC ↗ |
| 9 | STATE STREET CORP | 155,948 | $5M | +14,280 | +10.1% | 37Q | SEC ↗ |
| 10 | RAYMOND JAMES FINANCIAL INC | 97,899 | $3M | -447 | -0.5% | 7Q | SEC ↗ |
| 11 | Cetera Investment Advisers | 95,308 | $3M | +33,380 | +53.9% | 10Q | SEC ↗ |
| 12 | NORTHERN TRUST CORP | 81,233 | $3M | +1,856 | +2.3% | 69Q | SEC ↗ |
| 13 | VANGUARD PORTFOLIO MANAGEMENT LLC | 69,055 | $2M | +11,832 | +20.7% | 2Q | SEC ↗ |
| 14 | MARSHALL WACE, LLP | 65,738 | $2M | +24,579 | +59.7% | 5Q | SEC ↗ |
| 15 | RENAISSANCE TECHNOLOGIES LLC | 65,557 | $2M | +31 | +0.0% | 37Q | SEC ↗ |
| 16 | VANGUARD FIDUCIARY TRUST CO | 64,876 | $2M | -1,900 | -2.8% | 2Q | SEC ↗ |
| 17 | SEGALL BRYANT & HAMILL, LLC | 59,624 | $2M | +3,869 | +6.9% | 3Q | SEC ↗ |
| 18 | Stonebridge Financial Group, LLC | 57,261 | $2M | +33 | +0.1% | 2Q | SEC ↗ |
| 19 | COMMONWEALTH EQUITY SERVICES, LLC | 46,734 | $2M | -2,173 | -4.4% | 11Q | SEC ↗ |
| 20 | Bank of New York Mellon Corp | 40,076 | $1M | +1,948 | +5.1% | 37Q | SEC ↗ |
| 21 | Connor, Clark & Lunn Investment Manage | 39,849 | $1M | +6,641 | +20.0% | 3Q | SEC ↗ |
| 22 | Qube Research & Technologies Ltd | 37,891 | $1M | +26,691 | +238.3% | 2Q | SEC ↗ |
| 23 | CITADEL ADVISORS LLC | 34,389 | $1M | +24,566 | +250.1% | 4Q | SEC ↗ |
| 24 | LOS ANGELES CAPITAL MANAGEMENT LLC | 33,893 | $1M | -2,881 | -7.8% | 5Q | SEC ↗ |
| 25 | CHARLES SCHWAB INVESTMENT MANAGEMENT I | 32,071 | $1M | +3,395 | +11.8% | 13Q | SEC ↗ |
| 26 | Sixth Street Partners Management Compa NEW | 32,071 | $1M | — | +0.0% | 1Q | SEC ↗ |
| 27 | AQR CAPITAL MANAGEMENT LLC | 32,069 | $1M | +12,750 | +66.0% | 4Q | SEC ↗ |
| 28 | MARTINGALE ASSET MANAGEMENT L P | 30,494 | $1M | +17,390 | +132.7% | 2Q | SEC ↗ |
| 29 | GOLDMAN SACHS GROUP INC | 29,261 | $986K | -1,784 | -5.7% | 4Q | SEC ↗ |
| 30 | Minerva Advisors LLC | 28,580 | $963K | — | +0.0% | 59Q | SEC ↗ |
| 31 | Squarepoint Ops LLC | 26,002 | $876K | -10,475 | -28.7% | 3Q | SEC ↗ |
| 32 | UBS Group AG | 25,756 | $868K | -213,914 | -89.3% | 15Q | SEC ↗ |
| 33 | MORGAN STANLEY | 25,744 | $868K | -9,612 | -27.2% | 38Q | SEC ↗ |
| 34 | BANK OF AMERICA CORP /DE | 23,739 | $800K | +5,256 | +28.4% | 15Q | SEC ↗ |
| 35 | EAGLE WEALTH STRATEGIES LLC | 23,528 | $793K | — | +0.0% | 11Q | SEC ↗ |
| 36 | BAILARD, INC. | 22,724 | $766K | +7,350 | +47.8% | 2Q | SEC ↗ |
| 37 | Quadrature Capital Ltd | 19,142 | $645K | +9,903 | +107.2% | 4Q | SEC ↗ |
| 38 | Strategic Financial Services, Inc. | 17,972 | $606K | — | +0.0% | 24Q | SEC ↗ |
| 39 | Nuveen, LLC | 16,903 | $570K | +3,947 | +30.5% | 6Q | SEC ↗ |
| 40 | ACADIAN ASSET MANAGEMENT LLC | 14,943 | $504K | +5,166 | +52.8% | 4Q | SEC ↗ |
| 41 | JOHN G ULLMAN & ASSOCIATES INC | 14,600 | $492K | -200 | -1.4% | 11Q | SEC ↗ |
| 42 | Alliance Wealth Advisors, LLC | 14,364 | $484K | — | +0.0% | 4Q | SEC ↗ |
| 43 | AMERICAN CENTURY COMPANIES INC | 13,894 | $468K | +1,432 | +11.5% | 2Q | SEC ↗ |
| 44 | PNC Financial Services Group, Inc. | 13,317 | $449K | — | +0.0% | 15Q | SEC ↗ |
| 45 | RAFFLES ASSOCIATES LP | 10,949 | $369K | -1,500 | -12.0% | 7Q | SEC ↗ |
| 46 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 10,276 | $346K | — | +0.0% | 37Q | SEC ↗ |
| 47 | Walleye Capital LLC NEW | 10,057 | $339K | — | +0.0% | 1Q | SEC ↗ |
| 48 | DEUTSCHE BANK AG | 10,053 | $339K | +4,477 | +80.3% | 7Q | SEC ↗ |
| 49 | Invesco Ltd. | 9,923 | $334K | +1,975 | +24.8% | 3Q | SEC ↗ |
| 50 | SG Americas Securities, LLC | 9,410 | $317K | +5,981 | +174.4% | 2Q | SEC ↗ |
Recent Activity
New Positions (16)
| Holder | Shares | Value |
|---|---|---|
| Sixth Street Partners Management Co | 32,071 | $1M |
| Walleye Capital LLC | 10,057 | $339K |
| XTX Topco Ltd | 8,618 | $290K |
| SIGNATURE ESTATE & INVESTMENT ADVIS | 6,741 | $227K |
| WEALTH ENHANCEMENT ADVISORY SERVICE | 6,624 | $223K |
| Cambridge Investment Research Advis | 6,301 | $212K |
| MERCER GLOBAL ADVISORS INC /ADV | 1,697 | $57K |
| Arax Advisory Partners | 799 | $27K |
| Steward Partners Investment Advisor | 551 | $19K |
| COMPASS FINANCIAL MANAGEMENT LLC | 541 | $18K |
| Integrated Wealth Concepts LLC | 223 | $8K |
| Global Retirement Partners, LLC | 56 | $2K |
| Covestor Ltd | 33 | $1K |
| Farther Finance Advisors, LLC | 6 | $0K |
| NISA INVESTMENT ADVISORS, LLC | 1 | $0K |
| Fortitude Family Office, LLC | 1 | $0K |
Sold Out (15)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| LPL Financial LLC | 33,971 | $1M |
| EMERALD MUTUAL FUND ADVISERS TRUST | 25,000 | $843K |
| Fourthstone LLC | 19,457 | $656K |
| Chicago Capital Management, LLC | 15,069 | $508K |
| CSS LLC/IL | 13,213 | $445K |
| Trexquant Investment LP | 10,610 | $358K |
| MILLENNIUM MANAGEMENT LLC | 8,420 | $284K |
| EMERALD ADVISERS, LLC | 4,500 | $152K |
| Larson Financial Group LLC | 4,080 | $137K |
| Advisory Services Network, LLC | 300 | $10K |
| AMALGAMATED BANK | 270 | $9K |
| MAI Capital Management | 35 | $1K |
| Root Financial Partners, LLC | 5 | $0K |
| Wealth Preservation Advisors, LLC | 2 | $0K |
| Clearstead Advisors, LLC | 1 | $0K |
Biggest Increases (20)
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| UBS Group AG | -213,914 | -89.3% | 25,756 |
| WELLINGTON MANAGEMENT GROUP LLP | -183,286 | -24.4% | 567,505 |
| Squarepoint Ops LLC | -10,475 | -28.7% | 26,002 |
| MORGAN STANLEY | -9,612 | -27.2% | 25,744 |
| Gateway Wealth Partners, LLC | -8,811 | -50.0% | 8,811 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | -2,881 | -7.8% | 33,893 |
| STIFEL FINANCIAL CORP | -2,841 | -28.8% | 7,028 |
| COMMONWEALTH EQUITY SERVICES, LLC | -2,173 | -4.4% | 46,734 |
| VANGUARD FIDUCIARY TRUST CO | -1,900 | -2.8% | 64,876 |
| GOLDMAN SACHS GROUP INC | -1,784 | -5.7% | 29,261 |
| RAFFLES ASSOCIATES LP | -1,500 | -12.0% | 10,949 |
| MANUFACTURERS LIFE INSURANCE COMPAN | -783 | -0.4% | 174,278 |
| RAYMOND JAMES FINANCIAL INC | -447 | -0.5% | 97,899 |
| Tower Research Capital LLC (TRC) | -445 | -34.8% | 833 |
| PEOPLES FINANCIAL SERVICES CORP. | -425 | -10.7% | 3,555 |
| CALIFORNIA STATE TEACHERS RETIREMEN | -403 | -74.4% | 139 |
| JOHN G ULLMAN & ASSOCIATES INC | -200 | -1.4% | 14,600 |
| Sterling Capital Management LLC | -101 | -32.8% | 207 |
| CANADA LIFE ASSURANCE Co | -89 | -7.0% | 1,178 |
| Essential Partners LLC | -81 | -62.8% | 48 |