MYFW Insider Trading

Insider Ownership Percentage: 17.90%
Insider Buying (Last 12 Months): $0.00
Insider Selling (Last 12 Months): $966,988.28

First Western Financial Insider Trading History Chart

This chart shows the insider buying and selling history at First Western Financial by year and by quarter.

Skip ChartChart Data in Insider Trading History Table

First Western Financial Share Price & Price History

Current Price: $20.82
Price Change: Price Increase of +0.07 (0.34%)
As of 11/21/2024 01:00 AM ET

This chart shows the closing price history over time for MYFW up to the past year.

Skip Chart and Table DataPrice Data in Insider Trading History Table
Days: 30 | 90 | 365

First Western Financial Insider Trading History

Transaction DateInsider NameTitleBuy/SellNumber of SharesAverage Share PriceTotal TransactionShares Held After TransactionDetails
10/30/2024David R. DuncanDirectorSell8,600$19.03$163,658.008,760View SEC Filing Icon  
9/16/2024David R. DuncanDirectorSell5,500$19.53$107,415.0017,520View SEC Filing Icon  
2/1/2024Scott C WylieCEOSell42,408$16.41$695,915.28747,480View SEC Filing Icon  
8/4/2023Matthew C CassellInsiderSell2,485$21.05$52,309.2514,697View SEC Filing Icon  
5/16/2023David R. DuncanDirectorBuy500$16.00$8,000.0039,804View SEC Filing Icon  
2/16/2023David R. DuncanDirectorSell1,755$26.82$47,069.1012,160View SEC Filing Icon  
12/13/2022David R. DuncanDirectorSell2,034$29.53$60,064.0215,126View SEC Filing Icon  
12/9/2022Scott C WylieCEOSell1,611$28.95$46,638.45760,148View SEC Filing Icon  
10/26/2022Scott C WylieCEOSell2,900$26.97$78,213.00762,421View SEC Filing Icon  
9/12/2022Scott C WylieCEOSell1,203$26.49$31,867.47767,656View SEC Filing Icon  
9/9/2022Scott C WylieCEOSell1,953$26.68$52,106.04768,859View SEC Filing Icon  
9/7/2022Scott C WylieCEOSell146$26.26$3,833.96772,000View SEC Filing Icon  
8/24/2022Scott C WylieCEOSell2,000$27.36$54,720.00774,162View SEC Filing Icon  
8/22/2022Scott C WylieCEOSell157$27.99$4,394.43776,162View SEC Filing Icon  
8/19/2022Scott C WylieCEOSell485$28.66$13,900.10776,319View SEC Filing Icon  
8/17/2022Scott C WylieCEOSell1,559$29.10$45,366.90776,821View SEC Filing Icon  
8/10/2022Scott C WylieCEOSell7,500$28.09$210,675.00783,059View SEC Filing Icon  
8/3/2022John Emery SawyerCIOBuy925$27.29$25,243.254,700View SEC Filing Icon  
5/31/2022David R. DuncanDirectorSell6,536$32.06$209,544.1617,162View SEC Filing Icon  
5/26/2022David R. DuncanDirectorSell4,174$30.88$128,893.1234,256View SEC Filing Icon  
5/24/2022David R. DuncanDirectorSell1,780$30.77$54,770.6040,380View SEC Filing Icon  
2/18/2022Scott C MitchellDirectorBuy1,500$32.98$49,470.00View SEC Filing Icon  
2/15/2022Scott C MitchellDirectorBuy1,500$33.20$49,800.00View SEC Filing Icon  
12/13/2021Scott C WylieCEOSell18,144$30.04$545,045.76View SEC Filing Icon  
12/9/2021David R. DuncanDirectorSell3,568$29.70$105,969.60View SEC Filing Icon  
12/9/2021Julie A. CourkampCFOSell686$29.43$20,188.98View SEC Filing Icon  
11/29/2021Joseph C. ZimlichDirectorSell3,391$30.09$102,035.19View SEC Filing Icon  
See Full Table

SEC Filings (Institutional Ownership Changes) for First Western Financial (NASDAQ:MYFW)

60.26% of First Western Financial stock is owned by institutions. Institutional ownership can be a sign of analyst confidence in the fundamentals of the stock.

Institutional Buying and Selling by Quarter

This chart shows the instiutional buying and selling at MYFW by year and by quarter.

Skip Institutional Buying and Selling Chart and Table DataRead Chart Data in Institutional Trading History Table

First Western Financial Institutional Trading History

Reporting DateHedge FundShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/19/2024Barclays PLC17,583$0.35M0.0%+112.5%0.182%Search for SEC Filing on Google Icon
11/16/2024Geode Capital Management LLC174,570$3.49M0.0%+1.5%1.806%Search for SEC Filing on Google Icon
11/15/2024Barclays PLC17,583$0.35M0.0%+112.5%0.182%Search for SEC Filing on Google Icon
11/15/2024State Street Corp112,268$2.25M0.0%+5.3%1.162%Search for SEC Filing on Google Icon
11/15/2024Stifel Financial Corp19,853$0.40M0.0%-49.6%0.205%Search for SEC Filing on Google Icon
11/15/2024Jacobs Asset Management LLC208,114$4.16M2.8%+31.4%2.153%Search for SEC Filing on Google Icon
11/15/2024Banc Funds Co. LLC722,320$14.45M1.6%-4.3%7.474%Search for SEC Filing on Google Icon
11/14/2024Wasatch Advisors LP446,009$8.92M0.0%+22.5%4.617%Search for SEC Filing on Google Icon
11/13/2024FMR LLC3,117$62K0.0%+347.2%0.032%Search for SEC Filing on Google Icon
11/12/2024Tieton Capital Management LLC150,790$3.02M1.6%-0.4%1.561%Search for SEC Filing on Google Icon
11/12/2024Charles Schwab Investment Management Inc.22,554$0.45M0.0%+7.6%0.233%Search for SEC Filing on Google Icon
11/7/2024First Western Trust Bank120,157$2.40M0.1%+6.2%1.243%Search for SEC Filing on Google Icon
11/6/2024Empowered Funds LLC21,859$0.44M0.0%+5.2%0.226%Search for SEC Filing on Google Icon
11/6/2024Curi RMB Capital LLC89,374$1.79M0.0%+25.1%0.925%Search for SEC Filing on Google Icon
11/4/2024Diamond Hill Capital Management Inc.141,416$2.83M0.0%-12.5%1.464%Search for SEC Filing on Google Icon
10/28/2024Sippican Capital Advisors13,600$0.27M0.2%N/A0.141%Search for SEC Filing on Google Icon
8/30/2024Mendon Capital Advisors Corp71,415$1.21M1.0%+128.3%0.742%Search for SEC Filing on Google Icon
8/15/2024ELCO Management Co. LLC11,414$0.19M0.1%N/A0.119%Search for SEC Filing on Google Icon
8/12/2024Hsbc Holdings PLC12,368$0.21M0.0%N/A0.129%Search for SEC Filing on Google Icon
8/9/2024Dimensional Fund Advisors LP159,563$2.71M0.0%+7.5%1.658%Search for SEC Filing on Google Icon
8/9/2024Diamond Hill Capital Management Inc.161,588$2.75M0.0%-4.0%1.680%Search for SEC Filing on Google Icon
8/8/2024Strategic Value Bank Partners LLC249,226$4.24M2.8%+12.9%2.590%Search for SEC Filing on Google Icon
8/5/2024First Western Trust Bank113,194$1.92M0.1%-6.5%1.177%Search for SEC Filing on Google Icon
5/16/2024Kennedy Capital Management LLC246,196$3.59M0.1%-18.7%2.559%Search for SEC Filing on Google Icon
5/10/2024Vanguard Group Inc.369,313$5.39M0.0%+1.2%3.883%Search for SEC Filing on Google Icon
5/7/2024Empowered Funds LLC22,304$0.33M0.0%+7.6%0.235%Search for SEC Filing on Google Icon
5/1/2024BNP Paribas Financial Markets3,968$58K0.0%+67.5%0.042%Search for SEC Filing on Google Icon
4/23/2024Cherry Creek Investment Advisors Inc.51,939$0.76M0.4%-10.4%0.540%Search for SEC Filing on Google Icon
4/18/2024Wasatch Advisors LP363,990$5.31M0.0%+14.5%3.784%Search for SEC Filing on Google Icon
2/23/2024Mendon Capital Advisors Corp57,063$1.13M0.5%N/A0.597%Search for SEC Filing on Google Icon
2/14/2024Wasatch Advisors LP317,818$6.30M0.0%+10.0%3.324%Search for SEC Filing on Google Icon
2/9/2024Tieton Capital Management LLC152,760$3.03M1.7%-0.6%1.598%Search for SEC Filing on Google Icon
2/7/2024First Western Trust Bank121,120$2.40M0.1%-7.4%1.267%Search for SEC Filing on Google Icon
1/30/2024Strs Ohio12,100$0.24M0.0%N/A0.127%Search for SEC Filing on Google Icon
1/26/2024Cherry Creek Investment Advisors Inc.57,939$1.15M0.7%-2.5%0.606%Search for SEC Filing on Google Icon
11/15/2023Kennedy Capital Management LLC311,579$5.66M0.1%+3.6%3.259%Search for SEC Filing on Google Icon
11/13/2023North Reef Capital Management LP464,305$8.43M0.5%+2.5%4.857%Search for SEC Filing on Google Icon
11/2/2023Diamond Hill Capital Management Inc.178,146$3.23M0.0%-2.6%1.865%Search for SEC Filing on Google Icon
11/1/2023Tieton Capital Management LLC153,611$2.79M1.8%-4.8%1.608%Search for SEC Filing on Google Icon
10/26/2023Punch & Associates Investment Management Inc.286,037$5.19M0.3%+8.5%2.995%Search for SEC Filing on Google Icon
10/13/2023Cherry Creek Investment Advisors Inc.59,440$1.08M0.7%+1.7%0.622%Search for SEC Filing on Google Icon
9/21/2023Barclays PLC3,142$58K0.0%-43.5%0.033%Search for SEC Filing on Google Icon
8/11/2023Banc Funds Co. LLC758,386$14.11M1.7%+4.1%7.941%Search for SEC Filing on Google Icon
8/11/2023First Western Trust Bank130,780$2.43M0.1%+3.2%1.369%Search for SEC Filing on Google Icon
8/8/2023Diamond Hill Capital Management Inc.182,912$3.40M0.0%+53.6%1.915%Search for SEC Filing on Google Icon
8/8/2023Wasatch Advisors LP83,204$1.55M0.0%N/A0.871%Search for SEC Filing on Google Icon
7/27/2023EA Series Trust20,465$0.38M0.0%N/A0.215%Search for SEC Filing on Google Icon
7/17/2023Mesirow Financial Investment Management Inc.11,554$0.22M0.9%-12.9%0.121%Search for SEC Filing on Google Icon
7/14/2023Cherry Creek Investment Advisors Inc.58,440$1.09M0.7%+2.6%0.613%Search for SEC Filing on Google Icon
5/15/2023ELCO Management Co. LLC10,046$0.20M0.1%-13.8%0.105%Search for SEC Filing on Google Icon
5/15/2023North Reef Capital Management LP430,000$8.51M1.0%+4.6%4.508%Search for SEC Filing on Google Icon
5/11/2023Diamond Hill Capital Management Inc.119,046$2.36M0.0%+281.3%1.248%Search for SEC Filing on Google Icon
5/10/2023Tieton Capital Management LLC158,501$3.14M2.2%-9.2%1.661%Search for SEC Filing on Google Icon
5/9/2023Obermeyer Wood Investment Counsel Lllp35,180$0.70M0.1%-17.1%0.370%Search for SEC Filing on Google Icon
5/1/2023CM Wealth Advisors LLC12,402$0.21M0.0%N/A0.130%Search for SEC Filing on Google Icon
4/24/2023Cherry Creek Investment Advisors Inc.56,940$1.13M0.8%+1.8%0.599%Search for SEC Filing on Google Icon
2/14/2023Family Management Corp33,912$0.96M0.2%-11.5%0.357%Search for SEC Filing on Google Icon
2/10/2023First Western Trust Bank126,772$3.57M0.2%-7.3%1.336%Search for SEC Filing on Google Icon
2/10/2023Tieton Capital Management LLC174,641$4.92M3.2%-1.5%1.840%Search for SEC Filing on Google Icon
2/10/2023Gator Capital Management LLC12,466$0.35M0.3%N/A0.131%Search for SEC Filing on Google Icon
2/8/2023Obermeyer Wood Investment Counsel Lllp42,435$1.20M0.1%-19.7%0.447%Search for SEC Filing on Google Icon
2/1/2023Legato Capital Management LLC7,394$0.21M0.0%N/A0.078%Search for SEC Filing on Google Icon
11/15/2022Family Management Corp38,336$0.95M0.2%-2.5%0.404%Search for SEC Filing on Google Icon
11/14/2022Elizabeth Park Capital Advisors Ltd.234,019$5.77M2.6%-9.3%2.465%Search for SEC Filing on Google Icon
11/10/2022North Reef Capital Management LP287,296$7.08M1.8%+502.1%3.027%Search for SEC Filing on Google Icon
11/8/2022Riverwater Partners LLC9,332$0.23M0.2%-39.3%0.098%Search for SEC Filing on Google Icon
11/4/2022River Oaks Capital LLC32,997$0.81M0.9%-20.1%0.348%Search for SEC Filing on Google Icon
10/25/2022Raymond James & Associates25,000$0.62M0.0%-3.3%0.263%Search for SEC Filing on Google Icon
10/24/2022Cherry Creek Investment Advisors Inc.55,940$1.38M1.1%+1.8%0.590%Search for SEC Filing on Google Icon
8/15/2022Basswood Capital Management L.L.C.178,828$4.86M0.3%-65.7%1.885%Search for SEC Filing on Google Icon
8/12/2022Banc Funds Co. LLC728,386$19.81M1.8%-1.6%7.675%Search for SEC Filing on Google Icon
8/12/2022ELCO Management Co. LLC11,604$0.32M0.3%-33.9%0.122%Search for SEC Filing on Google Icon
8/10/2022Kennedy Capital Management Inc.264,964$7.20M0.2%-20.0%2.799%Search for SEC Filing on Google Icon
8/10/2022Tieton Capital Management LLC177,294$4.82M3.3%-2.1%1.873%Search for SEC Filing on Google Icon
8/10/2022River Oaks Capital LLC41,277$1.12M1.2%-9.3%0.436%Search for SEC Filing on Google Icon
8/5/2022Riverwater Partners LLC15,372$0.42M0.4%-12.1%0.162%Search for SEC Filing on Google Icon
8/1/2022Victory Capital Management Inc.27,602$0.75M0.0%-6.0%0.292%Search for SEC Filing on Google Icon
5/17/2022Family Management Corp39,328$1.23M0.3%N/A0.415%Search for SEC Filing on Google Icon
5/13/2022First Western Trust Bank143,487$4.51M0.2%N/A1.515%Search for SEC Filing on Google Icon
5/11/2022Banc Funds Co. LLC740,253$23.14M1.8%+4.2%7.850%Search for SEC Filing on Google Icon
5/11/2022BHZ Capital Management LP13,886$0.43M0.1%-68.6%0.147%Search for SEC Filing on Google Icon
5/10/2022Tieton Capital Management LLC181,149$5.66M3.1%-0.9%1.921%Search for SEC Filing on Google Icon
5/4/2022Victory Capital Management Inc.29,353$0.96M0.0%+284.1%0.311%Search for SEC Filing on Google Icon
5/2/2022Mesirow Financial Investment Management Inc.12,892$0.40M1.4%-28.0%0.137%Search for SEC Filing on Google Icon
4/27/2022Sargent Bickham Lagudis LLC13,924$0.44M0.0%N/A0.148%Search for SEC Filing on Google Icon
4/22/2022River Oaks Capital LLC45,499$1.42M1.4%-1.1%0.482%Search for SEC Filing on Google Icon
2/15/2022Kennedy Capital Management Inc.365,765$11.11M0.2%-3.5%4.553%Search for SEC Filing on Google Icon
2/10/2022Tieton Capital Management LLC182,884$5.55M3.1%-8.0%2.277%Search for SEC Filing on Google Icon
2/4/2022River Oaks Capital LLC46,000$1.40M1.3%N/A0.573%Search for SEC Filing on Google Icon
2/3/2022River Oaks Capital LLC1,396,560$1.40M1.3%N/A17.385%Search for SEC Filing on Google Icon
1/31/2022Obermeyer Wood Investment Counsel Lllp102,983$3.13M0.2%-6.0%1.282%Search for SEC Filing on Google Icon
1/31/2022Riverwater Partners LLC17,480$0.53M0.5%N/A0.218%Search for SEC Filing on Google Icon
11/15/2021Second Curve Capital LLC21,818$0.63M0.8%N/A0.272%Search for SEC Filing on Google Icon
11/12/2021Banc Funds Co. LLC709,917$20.48M1.6%+4.5%8.838%Search for SEC Filing on Google Icon
11/10/2021Tieton Capital Management LLC198,814$5.74M3.1%+19.0%2.486%Search for SEC Filing on Google Icon
11/10/2021O Shaughnessy Asset Management LLC4,753$0.14M0.0%-33.9%0.059%Search for SEC Filing on Google Icon
11/9/2021Sawtooth Solutions LLC11,810$0.34M0.1%N/A0.148%Search for SEC Filing on Google Icon
11/9/2021Mendon Capital Advisors Corp15,941$0.46M0.2%-5.1%0.199%Search for SEC Filing on Google Icon
11/9/2021Barclays PLC3,905$0.11M0.0%-16.4%0.049%Search for SEC Filing on Google Icon
11/9/2021BlackRock Inc.28,308$0.82M0.0%-17.6%0.354%Search for SEC Filing on Google Icon
Data available starting January 2016

See Full Table
First Western Financial logo
First Western Financial, Inc., a financial holding company, provides wealth advisory, private baking, personal trust, investment management, mortgage lending, and institutional asset management services. The company operates through two segments: Wealth Management and Mortgage. The Wealth Management segment provides deposit, loan, life insurance, and trust and investment management advisory products and services. The Mortgage segment engages in soliciting, originating, and selling mortgage loans into the secondary market. It serves entrepreneurs, professionals, high net worth individuals or families, and business and philanthropic organizations. First Western Financial, Inc. was incorporated in 2002 and is headquartered in Denver, Colorado.
Read More on First Western Financial

Today's Range

Now: $20.82
Low: $20.74
High: $21.05

50 Day Range

MA: $20.07
Low: $18.65
High: $21.66

52 Week Range

Now: $20.82
Low: $12.84
High: $21.87

Volume

14,520 shs

Average Volume

25,714 shs

Market Capitalization

$201.12 million

P/E Ratio

33.58

Dividend Yield

N/A

Beta

0.62

Who are the company insiders with the largest holdings of First Western Financial?

First Western Financial's top insider investors include:
  1. Scott C Wylie (CEO)
  2. David R Duncan (Director)
  3. Matthew C Cassell (Insider)
Learn More about top insider investors at First Western Financial.

Who are the major institutional investors of First Western Financial?

First Western Financial's top institutional shareholders include:
  1. Banc Funds Co. LLC — 7.47%
  2. Wasatch Advisors LP — 4.62%
  3. Jacobs Asset Management LLC — 2.15%
  4. Geode Capital Management LLC — 1.81%
  5. Tieton Capital Management LLC — 1.56%
  6. Diamond Hill Capital Management Inc. — 1.46%
Learn More about top institutional investors of First Western Financial stock.

Which institutional investors are selling First Western Financial stock?

During the last quarter, MYFW stock was sold by these institutional investors:
  1. Banc Funds Co. LLC
  2. Diamond Hill Capital Management Inc.
  3. Stifel Financial Corp
  4. Tieton Capital Management LLC
Within the previous year, company insiders that have sold First Western Financial company stock include:
  1. Scott C Wylie (CEO)
  2. David R Duncan (Director)
Learn More investors selling First Western Financial stock.

Which institutional investors are buying First Western Financial stock?

In the last quarter, MYFW stock was acquired by institutional investors including:
  1. Wasatch Advisors LP
  2. Jacobs Asset Management LLC
  3. Curi RMB Capital LLC
  4. Sippican Capital Advisors
  5. Barclays PLC
  6. Barclays PLC
  7. First Western Trust Bank
  8. State Street Corp