Finward Bancorp (FNWD) Ownership

36.62 ↓0.13 (-0.37%)
As of January 31, 2023, 11:47am EST.

Institutional Ownership

AllianceBernstein L.P. is the biggest individual institutional holder of Finward Bancorp (FNWD), owning a total of 207 thousand shares. Combined, the top 23 institutional holders of FNWD own 23.32% of the company with a total of 1 million shares.

In the latest ownership report on September 30th 2022, the top 23 institutional holders increased their combined ownership of FNWD by 25 thousand shares. 4 institutions bought 70,172 total additional shares and increased their ownership by an average of 26.99%. However 4 institutions sold 45,631 total shares and decreased their ownership by an average of 22.91%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of Finward Bancorp increased by a net total of 24,541 in the latest quarter.

Institution Ownership Chart

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Latest Institutional Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
AllianceBernstein L.P.4.815%-0.165%206,917-3422022-09-30
Fourthstone LLC3.892%61.422%167,27463,6492022-09-30
Vanguard Group Inc3.446%-3.323%148,083-5,0902022-09-30
Endeavour Capital Advisors Inc2.316%0.000%99,54302022-09-30
PL Capital Advisors, LLC2.309%0.000%99,22702022-09-30
Cutler Capital Management2.024%0.000%87,00002022-09-30
Siena Capital Management, LLC1.145%0.000%49,19802022-09-30
Raffles Associates LP0.649%0.000%27,87202022-09-30
Geode Capital Management, LLC0.541%33.481%23,2395,8292022-09-30
BHZ Capital Management, LP.0.473%0.000%20,34702022-09-30
Front Barnett Associates LLC0.248%0.000%10,66702022-09-30
State Street Corporation0.244%0.000%10,50302022-09-30
BlackRock Inc0.204%-1.285%8,761-1142022-09-30
Northern Trust Corp0.165%3.922%7,1012682022-09-30
CAMBRIDGE Invest RESEARCH ADVISORS, INC.0.144%0.000%6,17302022-09-30
M3F, Inc.0.141%-86.873%6,057-40,0852022-09-30
UBS Group AG0.118%9.142%5,0864262022-09-30
Fifth Third Bancorp0.023%0.000%1,00002022-09-30
Morgan Stanley - Brokerage Accounts0.013%0.000%54002022-09-30
CWM, LLC duplicate0.008%0.000%33902022-09-30

Top Institutions

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
AllianceBernstein L.P.4.815%-0.165%206,917-3422022-09-30
Fourthstone LLC3.892%61.422%167,27463,6492022-09-30
Vanguard Group Inc3.446%-3.323%148,083-5,0902022-09-30
Endeavour Capital Advisors Inc2.316%0.000%99,54302022-09-30
PL Capital Advisors, LLC2.309%0.000%99,22702022-09-30
Cutler Capital Management2.024%0.000%87,00002022-09-30
Siena Capital Management, LLC1.145%0.000%49,19802022-09-30
Raffles Associates LP0.649%0.000%27,87202022-09-30
Geode Capital Management, LLC0.541%33.481%23,2395,8292022-09-30
BHZ Capital Management, LP.0.473%0.000%20,34702022-09-30
Front Barnett Associates LLC0.248%0.000%10,66702022-09-30
State Street Corporation0.244%0.000%10,50302022-09-30
Connectus Wealth, LLC0.217%0.000%9,3289,3282022-06-30
BlackRock Inc0.204%-1.285%8,761-1142022-09-30
Northern Trust Corp0.165%3.922%7,1012682022-09-30
CAMBRIDGE Invest RESEARCH ADVISORS, INC.0.144%0.000%6,17302022-09-30
M3F, Inc.0.141%-86.873%6,057-40,0852022-09-30
LPL Financial Corp0.128%0.000%5,5005,5002022-06-30
UBS Group AG0.118%9.142%5,0864262022-09-30
CapTrust Financial Advisors0.054%0.000%2,3002,3002022-06-30
Fifth Third Bancorp0.023%0.000%1,00002022-09-30
Morgan Stanley - Brokerage Accounts0.013%0.000%54002022-09-30
CWM, LLC duplicate0.008%0.000%33902022-09-30

Mutual Fund Ownership

Vanguard Total Stock Mkt Idx Inv is the biggest individual fund holder of Finward Bancorp (FNWD), owning a total of 101 thousand shares. Combined, the top 23 mutual fund holders of FNWD own 7.06% of the company with a total of 304 thousand shares.

In the latest ownership report on December 31st 2022, the top 23 fund holders increased their combined ownership of FNWD by 8 thousand shares. 4 funds bought 7,974 total additional shares and increased their ownership by an average of 528.77%.

Overall this is a positive sign as the number of shares owned by the top 20 mutual funds holding Finward Bancorp increased by a net total of 7,974 in the latest report.

Mutual Funds Chart

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Latest Mutual Fund Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Vanguard Total Stock Mkt Idx Inv2.359%0.000%101,40002022-12-31
Vanguard Extended Market Index Investor0.958%0.141%41,182582022-12-31
NT Ext Equity Mkt Idx Fd - NL0.072%1,053.360%3,0912,8232022-12-31
State St US Extended Mkt Indx NL Cl C0.065%0.000%2,80002022-12-31
RBC Microcap Value I0.065%0.000%2,8002,8002022-12-31
NT Ext Equity Mkt Idx Fd - L0.060%0.000%2,59602022-12-31
NT Ext Equity Mkt Idx Fd - DC - NL - T20.058%1,061.570%2,5092,2932022-12-31
Vanguard Instl Ttl Stk Mkt Idx InstlPls0.055%0.000%2,35302022-12-31
Vanguard Balanced Index Inv0.045%0.000%1,91702022-12-31
Schwab Total Stock Market Index0.042%0.000%1,80602022-12-31
Vanguard U.S. Eq Idx £ Acc0.030%0.000%1,28902022-12-31

Top Mutual Funds

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Vanguard Total Stock Mkt Idx Inv2.359%0.000%101,40002022-12-31
Vanguard Instl Ttl Stck Mkt Idx Tr2.359%0.000%101,40002022-09-30
Vanguard Extended Market Index Investor0.958%0.141%41,182582022-12-31
Fidelity® Extended Market Index0.324%0.000%13,93202022-11-30
iShares Micro-Cap ETF0.178%0.000%7,65202022-12-30
Fidelity® Total Market Index0.085%0.000%3,65102022-11-30
Fidelity® Series Total Market Index0.080%0.000%3,42802022-11-30
NT Ext Equity Mkt Idx Fd - NL0.072%1,053.360%3,0912,8232022-12-31
State St US Extended Mkt Indx NL Cl C0.065%0.000%2,80002022-12-31
SSgA U.S. Extended Market Index Class I0.065%0.000%2,80002022-09-30
RBC Microcap Value I0.065%0.000%2,8002,8002022-12-31
Northern Trust Extended Eq Market Idx0.060%0.000%2,59602022-09-30
NT Ext Equity Mkt Idx Fd - L0.060%0.000%2,59602022-12-31
NT Ext Equity Mkt Idx Fd - DC - NL - T20.058%1,061.570%2,5092,2932022-12-31
Vanguard Instl Ttl Stk Mkt Idx InstlPls0.055%0.000%2,35302022-12-31
Vanguard Balanced Index Inv0.045%0.000%1,91702022-12-31
Schwab Total Stock Market Index0.042%0.000%1,80602022-12-31
Spartan Total Market Index Pool E0.039%0.000%1,69002022-11-30
Vanguard U.S. Eq Idx £ Acc0.030%0.000%1,28902022-12-31
SSgA U.S. Total Market Index Strategy0.020%0.347%86732022-09-30
Northern Small Cap Core K0.016%0.000%68902022-09-30
1290 VT Micro Cap K0.015%-3.670%630-242022-11-30
Spartan Extended Market Index Pool E0.013%0.000%53802022-11-30

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