NWFL NASDAQ
Norwood Financial Corp.
1W: +2.5%
1M: -2.0%
3M: -2.6%
YTD: +8.6%
1Y: +17.6%
3Y: +30.3%
5Y: +41.4%
$29.98
-0.09 (-0.30%)
Weekly Expected Move ±5.6%
$26
$27
$29
$30
$32
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Institutional Ownership — NWFL
112
Institutional Holders
+13 vs prior quarter
0.0%
Ownership
+0.00pp
$126M
Total Invested
17
New Positions
41
Increased
32
Reduced
17
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (120 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | VANGUARD CAPITAL MANAGEMENT LLC NEW | 856,116 | $$26M | — | +0.0% | 1Q | SEC ↗ |
| 2 | WELLINGTON MANAGEMENT GROUP LLP | 750,791 | $$23M | -138,021 | -15.5% | 6Q | SEC ↗ |
| 3 | BlackRock, Inc. | 660,683 | $$20M | +80,101 | +13.8% | 7Q | SEC ↗ |
| 4 | EverSource Wealth Advisors, LLC | 517,452 | $$16M | +517,426 | +1990100.0% | 5Q | SEC ↗ |
| 5 | VANGUARD GROUP INC | 448,224 | $$13M | +8,274 | +1.9% | 12Q | SEC ↗ |
| 6 | UBS Group AG | 239,670 | $$7M | +211,408 | +748.0% | 13Q | SEC ↗ |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | 237,415 | $$7M | +35,794 | +17.8% | 13Q | SEC ↗ |
| 8 | MANUFACTURERS LIFE INSURANCE COMPANY, | 175,061 | $$5M | -1,735 | -1.0% | 6Q | SEC ↗ |
| 9 | Bulldog Investors, LLP | 170,000 | $$5M | +105,855 | +165.0% | 3Q | SEC ↗ |
| 10 | Cornerstone Wealth Group, LLC | 166,585 | $$5M | -4,466 | -2.6% | 3Q | SEC ↗ |
| 11 | DIMENSIONAL FUND ADVISORS LP | 155,908 | $$5M | +21,248 | +15.8% | 13Q | SEC ↗ |
| 12 | STATE STREET CORP | 141,668 | $$4M | +7,761 | +5.8% | 13Q | SEC ↗ |
| 13 | RAYMOND JAMES FINANCIAL INC | 98,346 | $$3M | +2,404 | +2.5% | 6Q | SEC ↗ |
| 14 | NORTHERN TRUST CORP | 79,377 | $$2M | +13,204 | +20.0% | 13Q | SEC ↗ |
| 15 | VANGUARD FIDUCIARY TRUST CO NEW | 66,776 | $$2M | — | +0.0% | 1Q | SEC ↗ |
| 16 | RENAISSANCE TECHNOLOGIES LLC | 65,526 | $$2M | +9,720 | +17.4% | 13Q | SEC ↗ |
| 17 | Cetera Investment Advisers | 61,928 | $$2M | +326 | +0.5% | 9Q | SEC ↗ |
| 18 | Stonebridge Financial Group, LLC NEW | 57,228 | $$2M | — | +0.0% | 1Q | SEC ↗ |
| 19 | VANGUARD PORTFOLIO MANAGEMENT LLC NEW | 57,223 | $$2M | — | +0.0% | 1Q | SEC ↗ |
| 20 | SEGALL BRYANT & HAMILL, LLC | 55,755 | $$2M | -109 | -0.2% | 2Q | SEC ↗ |
| 21 | COMMONWEALTH EQUITY SERVICES, LLC | 48,907 | $$1M | +24,429 | +99.8% | 10Q | SEC ↗ |
| 22 | MARSHALL WACE, LLP | 39,551 | $$1M | +4,235 | +12.0% | 3Q | SEC ↗ |
| 23 | Bank of New York Mellon Corp | 38,128 | $$1M | +2,233 | +6.2% | 13Q | SEC ↗ |
| 24 | LOS ANGELES CAPITAL MANAGEMENT LLC | 36,774 | $$1M | +17,129 | +87.2% | 4Q | SEC ↗ |
| 25 | Squarepoint Ops LLC | 36,477 | $$1M | +17,851 | +95.8% | 2Q | SEC ↗ |
| 26 | GOLDMAN SACHS GROUP INC | 31,045 | $$931K | -20,637 | -39.9% | 3Q | SEC ↗ |
| 27 | MILLENNIUM MANAGEMENT LLC | 30,699 | $$920K | +18,192 | +145.5% | 3Q | SEC ↗ |
| 28 | CHARLES SCHWAB INVESTMENT MANAGEMENT I | 28,676 | $$860K | +4,358 | +17.9% | 12Q | SEC ↗ |
| 29 | Minerva Advisors LLC | 28,580 | $$857K | +14,899 | +108.9% | 13Q | SEC ↗ |
| 30 | EMERALD MUTUAL FUND ADVISERS TRUST | 25,000 | $$750K | — | +0.0% | 6Q | SEC ↗ |
| 31 | EAGLE WEALTH STRATEGIES LLC | 23,528 | $$705K | — | +0.0% | 10Q | SEC ↗ |
| 32 | MORGAN STANLEY | 23,480 | $$704K | +9,403 | +66.8% | 12Q | SEC ↗ |
| 33 | CITADEL ADVISORS LLC | 21,294 | $$638K | -2,503 | -10.5% | 2Q | SEC ↗ |
| 34 | AQR CAPITAL MANAGEMENT LLC | 19,319 | $$579K | +4,961 | +34.6% | 3Q | SEC ↗ |
| 35 | BANK OF AMERICA CORP /DE | 18,483 | $$554K | +10,237 | +124.1% | 13Q | SEC ↗ |
| 36 | Strategic Financial Services, Inc. | 17,972 | $$539K | -1,874 | -9.4% | 13Q | SEC ↗ |
| 37 | Gateway Wealth Partners, LLC NEW | 17,622 | $$528K | — | +0.0% | 1Q | SEC ↗ |
| 38 | JOHN G ULLMAN & ASSOCIATES INC | 14,800 | $$444K | +2,200 | +17.5% | 10Q | SEC ↗ |
| 39 | Alliance Wealth Advisors, LLC | 14,364 | $$431K | — | +0.0% | 3Q | SEC ↗ |
| 40 | PNC FINANCIAL SERVICES GROUP, INC. | 13,317 | $$399K | -320 | -2.3% | 13Q | SEC ↗ |
| 41 | MARTINGALE ASSET MANAGEMENT L P NEW | 13,104 | $$393K | — | +0.0% | 1Q | SEC ↗ |
| 42 | Nuveen, LLC | 12,956 | $$388K | — | +0.0% | 5Q | SEC ↗ |
| 43 | AMERICAN CENTURY COMPANIES INC NEW | 12,462 | $$374K | — | +0.0% | 1Q | SEC ↗ |
| 44 | RAFFLES ASSOCIATES LP | 12,449 | $$373K | — | +0.0% | 6Q | SEC ↗ |
| 45 | Qube Research & Technologies Ltd NEW | 11,200 | $$336K | — | +0.0% | 1Q | SEC ↗ |
| 46 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 10,276 | $$308K | — | +0.0% | 13Q | SEC ↗ |
| 47 | STIFEL FINANCIAL CORP | 9,869 | $$296K | -20 | -0.2% | 13Q | SEC ↗ |
| 48 | ACADIAN ASSET MANAGEMENT LLC | 9,777 | $$293K | +5,534 | +130.4% | 3Q | SEC ↗ |
| 49 | WELLS FARGO & COMPANY/MN | 9,645 | $$289K | +3,047 | +46.2% | 12Q | SEC ↗ |
| 50 | Connor, Clark & Lunn Investment Manage NEW | 9,256 | $$277K | — | +0.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (18)
| Holder | Shares | Value |
|---|---|---|
| VANGUARD CAPITAL MANAGEMENT LLC | 856,116 | $$26M |
| VANGUARD FIDUCIARY TRUST CO | 66,776 | $$2M |
| Stonebridge Financial Group, LLC | 57,228 | $$2M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 57,223 | $$2M |
| Gateway Wealth Partners, LLC | 17,622 | $$528K |
| MARTINGALE ASSET MANAGEMENT L P | 13,104 | $$393K |
| AMERICAN CENTURY COMPANIES INC | 12,462 | $$374K |
| Qube Research & Technologies Ltd | 11,200 | $$336K |
| Connor, Clark & Lunn Investment Man | 9,256 | $$277K |
| De Lisle Partners LLP | 8,814 | $$264K |
| PRICE T ROWE ASSOCIATES INC /MD | 7,077 | $$212K |
| Vanguard Global Advisers, LLC | 3,832 | $$115K |
| SG Americas Securities, LLC | 3,429 | $$103K |
| Advisory Services Network, LLC | 300 | $$9K |
| ROTHSCHILD INVESTMENT LLC | 15 | $$0K |
| Root Financial Partners, LLC | 5 | $$0K |
| SJS Investment Consulting Inc. | 3 | $$0K |
| Wealth Preservation Advisors, LLC | 2 | $$0K |
Sold Out (16)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| JACOBS ASSET MANAGEMENT, LLC | 50,741 | $$2M |
| LPL Financial LLC | 33,971 | $$1M |
| Fourthstone LLC | 19,457 | $$583K |
| Chicago Capital Management, LLC | 15,069 | $$452K |
| CSS LLC/IL | 13,213 | $$396K |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 12,025 | $$361K |
| Fisher Asset Management, LLC | 11,815 | $$354K |
| Trexquant Investment LP | 10,610 | $$318K |
| ALLIANCEBERNSTEIN L.P. | 10,154 | $$304K |
| JANE STREET GROUP, LLC | 8,339 | $$250K |
| Arax Advisory Partners | 420 | $$13K |
| Riggs Asset Managment Co. Inc. | 375 | $$11K |
| AMALGAMATED BANK | 270 | $$8K |
| NewEdge Advisors, LLC | 87 | $$3K |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 86 | $$3K |
| Clearstead Advisors, LLC | 1 | $$0K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| EverSource Wealth Advisors, LLC | +517,426 | +1990100.0% | 517,452 |
| UBS Group AG | +211,408 | +748.0% | 239,670 |
| Bulldog Investors, LLP | +105,855 | +165.0% | 170,000 |
| BlackRock, Inc. | +80,101 | +13.8% | 660,683 |
| GEODE CAPITAL MANAGEMENT, LLC | +35,794 | +17.8% | 237,415 |
| COMMONWEALTH EQUITY SERVICES, LLC | +24,429 | +99.8% | 48,907 |
| DIMENSIONAL FUND ADVISORS LP | +21,248 | +15.8% | 155,908 |
| MILLENNIUM MANAGEMENT LLC | +18,192 | +145.5% | 30,699 |
| Squarepoint Ops LLC | +17,851 | +95.8% | 36,477 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | +17,129 | +87.2% | 36,774 |
| Minerva Advisors LLC | +14,899 | +108.9% | 28,580 |
| NORTHERN TRUST CORP | +13,204 | +20.0% | 79,377 |
| BANK OF AMERICA CORP /DE | +10,237 | +124.1% | 18,483 |
| RENAISSANCE TECHNOLOGIES LLC | +9,720 | +17.4% | 65,526 |
| MORGAN STANLEY | +9,403 | +66.8% | 23,480 |
| VANGUARD GROUP INC | +8,274 | +1.9% | 448,224 |
| STATE STREET CORP | +7,761 | +5.8% | 141,668 |
| ACADIAN ASSET MANAGEMENT LLC | +5,534 | +130.4% | 9,777 |
| AQR CAPITAL MANAGEMENT LLC | +4,961 | +34.6% | 19,319 |
| CHARLES SCHWAB INVESTMENT MANAGEMEN | +4,358 | +17.9% | 28,676 |
Biggest Decreases (18)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| WELLINGTON MANAGEMENT GROUP LLP | -138,021 | -15.5% | 750,791 |
| GOLDMAN SACHS GROUP INC | -20,637 | -39.9% | 31,045 |
| BARCLAYS PLC | -11,533 | -84.5% | 2,123 |
| Cornerstone Wealth Group, LLC | -4,466 | -2.6% | 166,585 |
| DEUTSCHE BANK AG | -4,134 | -42.6% | 5,576 |
| JPMORGAN CHASE & CO | -3,017 | -42.8% | 4,033 |
| CITADEL ADVISORS LLC | -2,503 | -10.5% | 21,294 |
| Strategic Financial Services, Inc. | -1,874 | -9.4% | 17,972 |
| MANUFACTURERS LIFE INSURANCE COMPAN | -1,735 | -1.0% | 175,061 |
| Invesco Ltd. | -427 | -5.1% | 7,948 |
| PNC FINANCIAL SERVICES GROUP, INC. | -320 | -2.3% | 13,317 |
| FMR LLC | -294 | -54.3% | 247 |
| Sterling Capital Management LLC | -188 | -37.9% | 308 |
| SEGALL BRYANT & HAMILL, LLC | -109 | -0.2% | 55,755 |
| BNP PARIBAS FINANCIAL MARKETS | -58 | -3.0% | 1,849 |
| Strive Financial Group ,LLC | -40 | -50.0% | 40 |
| STIFEL FINANCIAL CORP | -20 | -0.2% | 9,869 |
| Russell Investments Group, Ltd. | -14 | -0.7% | 2,077 |