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This page summarizes the FWRD holdings changes quarter over quarter among those 13F filers that have reported for
the 3/31/2024 period, comparing share count change from 12/31/2023 to 3/31/2024.
Share count is compared over these two periods to provide an indication of whether FWRD is being accumulated or
sold by institutions that file their holdings via 13F filings (and as always, when considering this data it is important to be mindful of the
long only reporting requirement).
| Filer | 12/31/2023
Share Count | 3/31/2024
Share Count | Change | % Change |
|---|
| 13F Filers Increasing FWRD Share Count |
|---|
| Daiwa Securities Group Inc. |
300 |
8,790 |
+8,490 |
+2830.00% |
| CWM LLC |
230 |
2,662 |
+2,432 |
+1057.39% |
| Lindbrook Capital LLC |
14 |
129 |
+115 |
+821.43% |
| AdvisorNet Financial Inc |
3 |
26 |
+23 |
+766.67% |
| Massmutual Trust Co. FSB ADV |
25 |
149 |
+124 |
+496.00% |
| UMB Bank N A MO |
163 |
837 |
+674 |
+413.50% |
| Parkside Financial Bank & Trust |
2 |
10 |
+8 |
+400.00% |
| Private Wealth Management Group LLC |
15 |
73 |
+58 |
+386.67% |
| BNP Paribas Arbitrage SA |
27,870 |
95,963 |
+68,093 |
+244.32% |
| Semanteon Capital Management LP |
4,728 |
14,487 |
+9,759 |
+206.41% |
| Signaturefd LLC |
84 |
255 |
+171 |
+203.57% |
| Fifth Third Bancorp |
110 |
296 |
+186 |
+169.09% |
| Harel Insurance Investments & Financial Services Ltd. |
336 |
659 |
+323 |
+96.13% |
| Private Trust Co. NA |
85 |
138 |
+53 |
+62.35% |
| Cardinal Capital Management |
27,376 |
42,164 |
+14,788 |
+54.02% |
| Principal Financial Group Inc. |
141,202 |
194,512 |
+53,310 |
+37.75% |
| Louisiana State Employees Retirement System |
12,800 |
15,300 |
+2,500 |
+19.53% |
| Maryland State Retirement & Pension System |
9,327 |
11,097 |
+1,770 |
+18.98% |
| State of Alaska Department of Revenue |
15,775 |
18,761 |
+2,986 |
+18.93% |
| Bank of New York Mellon Corp |
277,491 |
322,451 |
+44,960 |
+16.20% |
| Oregon Public Employees Retirement Fund |
7,535 |
8,235 |
+700 |
+9.29% |
| Yousif Capital Management LLC |
12,749 |
13,699 |
+950 |
+7.45% |
| 13F Filers Reporting New Positions In FWRD |
|---|
| Proequities Inc. |
0 |
0 |
UNCH |
100% |
| Nordea Investment Management AB |
0 |
109,288 |
+109,288 |
+100% |
| Janney Montgomery Scott LLC |
0 |
7,620 |
+7,620 |
+100% |
| North Star Investment Management Corp. |
0 |
260 |
+260 |
+100% |
| Capstone Investment Advisors LLC |
0 |
37,268 |
+37,268 |
+100% |
| Exchange Traded Concepts LLC |
0 |
12,420 |
+12,420 |
+100% |
| Sumitomo Mitsui Trust Holdings Inc. |
0 |
9,894 |
+9,894 |
+100% |
| Rocky Mountain Advisers LLC |
0 |
3,000 |
+3,000 |
+100% |
| Riverview Trust Co |
0 |
589 |
+589 |
+100% |
| Nelson Van Denburg & Campbell Wealth Management Group LLC |
0 |
5 |
+5 |
+100% |
| Bfsg LLC |
0 |
8,313 |
+8,313 |
+100% |
| Versant Capital Management Inc |
0 |
137 |
+137 |
+100% |
| FORA Capital LLC |
0 |
34,306 |
+34,306 |
+100% |
| Prestige Wealth Management Group LLC |
0 |
6 |
+6 |
+100% |
| Spire Wealth Management |
0 |
2,420 |
+2,420 |
+100% |
| Byrne Asset Management LLC |
0 |
660 |
+660 |
+100% |
| 13F Filers With Unchanged Share Count |
|---|
| Farmers & Merchants Investments Inc. |
18 |
18 |
UNCH |
0.00% |
| Profit Investment Management LLC |
42,341 |
42,341 |
UNCH |
0.00% |
| Zurcher Kantonalbank Zurich Cantonalbank |
5,415 |
5,415 |
UNCH |
0.00% |
| NJ State Employees Deferred Compensation Plan |
10,000 |
10,000 |
UNCH |
0.00% |
| Mirae Asset Global Investments Co. Ltd. |
11,700 |
11,700 |
UNCH |
0.00% |
| Global Retirement Partners LLC |
22 |
22 |
UNCH |
0.00% |
| Park Place Capital Corp |
277 |
277 |
UNCH |
0.00% |
| 13F Filers Decreasing FWRD Share Count |
|---|
| Allspring Global Investments Holdings LLC |
4,635 |
379 |
-4,256 |
-91.82% |
| SJS Investment Consulting Inc. |
6 |
1 |
-5 |
-83.33% |
| Huntington National Bank |
1,579 |
375 |
-1,204 |
-76.25% |
| Raymond James & Associates |
42,336 |
10,936 |
-31,400 |
-74.17% |
| Victory Capital Management Inc. |
72,685 |
19,108 |
-53,577 |
-73.71% |
| GAMMA Investing LLC |
118 |
82 |
-36 |
-30.51% |
| Allworth Financial LP |
201 |
141 |
-60 |
-29.85% |
| Amalgamated Bank |
10,847 |
9,661 |
-1,186 |
-10.93% |
| Northwest Investment Counselors LLC |
14,883 |
13,963 |
-920 |
-6.18% |
| New York State Teachers Retirement System |
44,707 |
43,053 |
-1,654 |
-3.70% |
| Nisa Investment Advisors LLC |
690 |
685 |
-5 |
-0.72% |
| 13F Filers Exiting FWRD |
|---|
| Smartleaf Asset Management LLC |
1 |
0 |
-1 |
-100.00% |
| LGT Financial Advisors LLC |
35 |
0 |
-35 |
-100.00% |
| SYSTM Wealth Solutions LLC |
615 |
0 |
-615 |
-100.00% |
| Ronald Blue Trust Inc. |
29 |
0 |
-29 |
-100.00% |
| International Assets Investment Management LLC |
314 |
0 |
-314 |
-100.00% |
| Rosenberg Matthew Hamilton |
100 |
0 |
-100 |
-100.00% |
| RBA Wealth Management LLC |
42,981 |
0 |
-42,981 |
-100.00% |
| Ceredex Value Advisors LLC |
119,701 |
0 |
-119,701 |
-100.00% |
| West Branch Capital LLC |
65 |
0 |
-65 |
-100.00% |
| Larson Financial Group LLC |
116 |
0 |
-116 |
-100.00% |
| Summit Global Investments |
16,788 |
0 |
-16,788 |
-100.00% |
| Radnor Capital Management LLC |
3,585 |
0 |
-3,585 |
-100.00% |
| Silicon Valley Capital Partners |
250 |
0 |
-250 |
-100.00% |
| First Horizon Advisors Inc. |
193 |
0 |
-193 |
-100.00% |
| JFS Wealth Advisors LLC |
17 |
0 |
-17 |
-100.00% |
| Gradient Investments LLC |
7 |
0 |
-7 |
-100.00% |
| Boston Trust Walden Corp |
299,755 |
0 |
-299,755 |
-100.00% |
| State of New Jersey Common Pension Fund D |
39,391 |
0 |
-39,391 |
-100.00% |
| Raymond James Financial Services Advisors Inc. |
7,749 |
0 |
-7,749 |
-100.00% |
| AlphaMark Advisors LLC |
3,433 |
0 |
-3,433 |
-100.00% |
| River Road Asset Management LLC |
398,619 |
0 |
-398,619 |
-100.00% |
| Mutual of America Capital Management LLC |
4,492 |
0 |
-4,492 |
-100.00% |
| Meritage Portfolio Management |
5,564 |
0 |
-5,564 |
-100.00% |
| Equitable Trust Co. |
4,205 |
0 |
-4,205 |
-100.00% |
See Summary: Institutional Holders of FWRD
See Details: Top 10 Hedge Funds Holding FWRD
Also See: FWRD Insider Buying
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