Finward Bancorp (FNWD) Ownership

36.62 ↓0.13 (-0.37%)

As of January 31, 2023, 11:47am EST.

Institutions
Mutual Funds

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

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
AllianceBernstein L.P.	4.815%	-0.165%	206,917	-342	2022-09-30
Fourthstone LLC	3.892%	61.422%	167,274	63,649	2022-09-30
Vanguard Group Inc	3.446%	-3.323%	148,083	-5,090	2022-09-30
Endeavour Capital Advisors Inc	2.316%	0.000%	99,543	0	2022-09-30
PL Capital Advisors, LLC	2.309%	0.000%	99,227	0	2022-09-30
Cutler Capital Management	2.024%	0.000%	87,000	0	2022-09-30
Siena Capital Management, LLC	1.145%	0.000%	49,198	0	2022-09-30
Raffles Associates LP	0.649%	0.000%	27,872	0	2022-09-30
Geode Capital Management, LLC	0.541%	33.481%	23,239	5,829	2022-09-30
BHZ Capital Management, LP.	0.473%	0.000%	20,347	0	2022-09-30
Front Barnett Associates LLC	0.248%	0.000%	10,667	0	2022-09-30
State Street Corporation	0.244%	0.000%	10,503	0	2022-09-30
BlackRock Inc	0.204%	-1.285%	8,761	-114	2022-09-30
Northern Trust Corp	0.165%	3.922%	7,101	268	2022-09-30
CAMBRIDGE Invest RESEARCH ADVISORS, INC.	0.144%	0.000%	6,173	0	2022-09-30
M3F, Inc.	0.141%	-86.873%	6,057	-40,085	2022-09-30
UBS Group AG	0.118%	9.142%	5,086	426	2022-09-30
Fifth Third Bancorp	0.023%	0.000%	1,000	0	2022-09-30
Morgan Stanley - Brokerage Accounts	0.013%	0.000%	540	0	2022-09-30
CWM, LLC duplicate	0.008%	0.000%	339	0	2022-09-30

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
AllianceBernstein L.P.	4.815%	-0.165%	206,917	-342	2022-09-30
Fourthstone LLC	3.892%	61.422%	167,274	63,649	2022-09-30
Vanguard Group Inc	3.446%	-3.323%	148,083	-5,090	2022-09-30
Endeavour Capital Advisors Inc	2.316%	0.000%	99,543	0	2022-09-30
PL Capital Advisors, LLC	2.309%	0.000%	99,227	0	2022-09-30
Cutler Capital Management	2.024%	0.000%	87,000	0	2022-09-30
Siena Capital Management, LLC	1.145%	0.000%	49,198	0	2022-09-30
Raffles Associates LP	0.649%	0.000%	27,872	0	2022-09-30
Geode Capital Management, LLC	0.541%	33.481%	23,239	5,829	2022-09-30
BHZ Capital Management, LP.	0.473%	0.000%	20,347	0	2022-09-30
Front Barnett Associates LLC	0.248%	0.000%	10,667	0	2022-09-30
State Street Corporation	0.244%	0.000%	10,503	0	2022-09-30
Connectus Wealth, LLC	0.217%	0.000%	9,328	9,328	2022-06-30
BlackRock Inc	0.204%	-1.285%	8,761	-114	2022-09-30
Northern Trust Corp	0.165%	3.922%	7,101	268	2022-09-30
CAMBRIDGE Invest RESEARCH ADVISORS, INC.	0.144%	0.000%	6,173	0	2022-09-30
M3F, Inc.	0.141%	-86.873%	6,057	-40,085	2022-09-30
LPL Financial Corp	0.128%	0.000%	5,500	5,500	2022-06-30
UBS Group AG	0.118%	9.142%	5,086	426	2022-09-30
CapTrust Financial Advisors	0.054%	0.000%	2,300	2,300	2022-06-30
Fifth Third Bancorp	0.023%	0.000%	1,000	0	2022-09-30
Morgan Stanley - Brokerage Accounts	0.013%	0.000%	540	0	2022-09-30
CWM, LLC duplicate	0.008%	0.000%	339	0	2022-09-30

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

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Total Stock Mkt Idx Inv	2.359%	0.000%	101,400	0	2022-12-31
Vanguard Extended Market Index Investor	0.958%	0.141%	41,182	58	2022-12-31
NT Ext Equity Mkt Idx Fd - NL	0.072%	1,053.360%	3,091	2,823	2022-12-31
State St US Extended Mkt Indx NL Cl C	0.065%	0.000%	2,800	0	2022-12-31
RBC Microcap Value I	0.065%	0.000%	2,800	2,800	2022-12-31
NT Ext Equity Mkt Idx Fd - L	0.060%	0.000%	2,596	0	2022-12-31
NT Ext Equity Mkt Idx Fd - DC - NL - T2	0.058%	1,061.570%	2,509	2,293	2022-12-31
Vanguard Instl Ttl Stk Mkt Idx InstlPls	0.055%	0.000%	2,353	0	2022-12-31
Vanguard Balanced Index Inv	0.045%	0.000%	1,917	0	2022-12-31
Schwab Total Stock Market Index	0.042%	0.000%	1,806	0	2022-12-31
Vanguard U.S. Eq Idx £ Acc	0.030%	0.000%	1,289	0	2022-12-31

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Total Stock Mkt Idx Inv	2.359%	0.000%	101,400	0	2022-12-31
Vanguard Instl Ttl Stck Mkt Idx Tr	2.359%	0.000%	101,400	0	2022-09-30
Vanguard Extended Market Index Investor	0.958%	0.141%	41,182	58	2022-12-31
Fidelity® Extended Market Index	0.324%	0.000%	13,932	0	2022-11-30
iShares Micro-Cap ETF	0.178%	0.000%	7,652	0	2022-12-30
Fidelity® Total Market Index	0.085%	0.000%	3,651	0	2022-11-30
Fidelity® Series Total Market Index	0.080%	0.000%	3,428	0	2022-11-30
NT Ext Equity Mkt Idx Fd - NL	0.072%	1,053.360%	3,091	2,823	2022-12-31
State St US Extended Mkt Indx NL Cl C	0.065%	0.000%	2,800	0	2022-12-31
SSgA U.S. Extended Market Index Class I	0.065%	0.000%	2,800	0	2022-09-30
RBC Microcap Value I	0.065%	0.000%	2,800	2,800	2022-12-31
Northern Trust Extended Eq Market Idx	0.060%	0.000%	2,596	0	2022-09-30
NT Ext Equity Mkt Idx Fd - L	0.060%	0.000%	2,596	0	2022-12-31
NT Ext Equity Mkt Idx Fd - DC - NL - T2	0.058%	1,061.570%	2,509	2,293	2022-12-31
Vanguard Instl Ttl Stk Mkt Idx InstlPls	0.055%	0.000%	2,353	0	2022-12-31
Vanguard Balanced Index Inv	0.045%	0.000%	1,917	0	2022-12-31
Schwab Total Stock Market Index	0.042%	0.000%	1,806	0	2022-12-31
Spartan Total Market Index Pool E	0.039%	0.000%	1,690	0	2022-11-30
Vanguard U.S. Eq Idx £ Acc	0.030%	0.000%	1,289	0	2022-12-31
SSgA U.S. Total Market Index Strategy	0.020%	0.347%	867	3	2022-09-30
Northern Small Cap Core K	0.016%	0.000%	689	0	2022-09-30
1290 VT Micro Cap K	0.015%	-3.670%	630	-24	2022-11-30
Spartan Extended Market Index Pool E	0.013%	0.000%	538	0	2022-11-30