HolderBook

BRIDGEWATER BANCSHARES INC (BWB)

Institutional ownership reported to the SEC as of Q3 2026, across 32 quarters.

5
Reporting holders
$81.0K
Reported value
0.0%
Calls
0.0%
Puts
-146
Holder change

Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.

Holders

Download these holders as CSV

FilerValueShares Their book Held Change
GAMMA Investing LLC$24.2K1,1980.00%12q+7.5%+$1.7K
MJT & Associates Financial Advisory Group, Inc.$20.2K1,0000.01%7qHELD
Farther Finance Advisors, LLC$18.5K9180.00%12q+25.1%+$3.7K
Versant Capital Management, Inc$18.0K8910.00%6qHELD
GK Wealth Management LLC$14670.00%newNEW

What the insiders did

Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.

Officers and directors

DateInsiderRoleSideSharesValue
2026-08-05Shellberg Jeffrey D.DirectorSold160,000$3.4M
2026-08-06Shellberg Jeffrey D.DirectorSold40,000$850.3K
2026-08-24Juran David B.DirectorSold25,000$543.4K
2026-05-21Shellberg Jeffrey D.DirectorSold20,000$371.1K
2026-08-14Baack Jerry J.CEOSold15,000$333.2K
2026-07-27Baack Jerry J.CEOSold15,900$330.8K
2026-08-21Juran David B.DirectorSold15,000$323.9K
2026-07-29Baack Jerry J.CEOSold11,334$237.0K
2026-08-04Crocker Mary JayneDirectorSold11,000$231.5K
2026-08-17Baack Jerry J.CEOSold10,000$224.8K
2026-08-13Baack Jerry J.CEOSold10,000$220.3K
2026-05-06Shellberg Jeffrey D.DirectorSold9,252$170.7K

Quarter by quarter

Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q3 20265$81.0K4,0141200.0%
Q2 2026151$389.1M18,705,9662359390.0%
Q1 2026139$309.1M17,475,0201242390.0%
Q4 2025138$302.0M17,228,9981743410.0%
Q3 2025128$289.1M16,429,3691450270.0%
Q2 2025125$237.7M14,927,3542144280.1%
Q1 2025113$202.4M14,460,611528480.0%
Q4 2024113$202.0M14,949,7471441190.0%
Q3 2024106$193.1M13,613,9161735250.1%
Q2 202490$152.3M13,089,524430310.2%
Q1 202497$156.2M13,376,949933310.3%
Q4 2023107$179.0M13,152,8012034270.7%
Q3 202387$129.1M13,616,284630250.0%
Q2 202394$135.3M13,732,7892026330.0%
Q1 202399$164.5M15,175,6231832270.0%
Q4 202296$252.9M14,254,8681133230.0%
Q3 202290$225.2M13,669,738922300.0%
Q2 202287$215.8M13,367,848323320.0%
Q1 202296$229.2M13,742,053928350.0%
Q4 202189$245.0M13,860,532631250.0%
Q3 202189$237.8M13,586,822525330.0%
Q2 202192$222.2M13,753,223629400.0%
Q1 202197$223.1M13,814,3251526380.0%
Q4 202083$169.0M13,529,795925310.0%
Q3 202080$130.4M13,739,123420370.0%
Q2 202087$143.1M13,971,8131134210.0%
Q1 202084$130.9M13,432,936625380.0%
Q4 201985$189.8M13,770,850840210.0%
Q3 201986$154.4M12,934,2861730240.0%
Q2 201973$149.4M12,945,8881126160.0%
Q1 201972$128.2M12,430,237823240.0%
Q4 201868$132.2M12,526,7423200.0%