Creative Planning Northwest Bancshares, Inc. Transaction History

Creative Planning

$103 Billion
Q4 2024

A detailed history of Creative Planning transactions in Northwest Bancshares, Inc. stock. As of the latest transaction made, Creative Planning holds 13,501 shares of NWBI stock, worth $169,707. This represents 0.0% of its overall portfolio holdings.

Number of Shares

13,501

Previous 12,699 6.32%

Holding current value

$169,707

Previous $169,000 5.33%

% of portfolio

0.0%

Previous 0.0%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	BUY	$12.86 - $15.28 $10,313 - $12,254	802 Added 6.32%	13,501 $178,000
Q3 2024 Oct 11, 2024	BUY	$11.24 - $14.26 $9,565 - $12,135	851 Added 7.18%	12,699 $169,000
Q2 2024 Aug 15, 2024	SELL	$10.6 - $11.55 $466 - $508	-44 Reduced 0.37%	11,848 $136,000
Q1 2024 May 10, 2024	BUY	$10.92 - $12.98 $895 - $1,064	82 Added 0.69%	11,892 $138,000
Q3 2023 Nov 16, 2023	SELL	$9.92 - $12.36 $5,674 - $7,069	-572 Reduced 4.62%	11,810 $120,000
Q2 2023 Jul 21, 2023	SELL	$10.32 - $11.88 $2,580 - $2,970	-250 Reduced 1.98%	12,382 $131,000
Q1 2023 May 15, 2023	SELL	$12.01 - $14.59 $90,267 - $109,658	-7,516 Reduced 37.3%	12,632 $151,000
Q4 2022 Feb 10, 2023	BUY	$13.51 - $15.29 $6,592 - $7,461	488 Added 2.48%	20,148 $281,000
Q3 2022 Nov 03, 2022	BUY	$12.41 - $15.17 $1,241 - $1,517	100 Added 0.51%	19,660 $266,000
Q2 2022 Aug 15, 2022	BUY	$12.11 - $13.51 $90,825 - $101,325	7,500 Added 62.19%	19,560 $250,000
Q1 2022 May 16, 2022	SELL	$13.33 - $15.01 $1,333 - $1,501	-100 Reduced 0.82%	12,060 $163,000
Q4 2021 Feb 11, 2022	SELL	$13.2 - $14.42 $14,256 - $15,573	-1,080 Reduced 8.16%	12,160 $172,000
Q3 2021 Nov 10, 2021	BUY	$12.43 - $13.77 $23,617 - $26,163	1,900 Added 16.75%	13,240 $176,000
Q2 2021 Aug 04, 2021	SELL	$13.48 - $14.55 $35,883 - $38,732	-2,662 Reduced 19.01%	11,340 $155,000
Q1 2021 Apr 30, 2021	BUY	$12.66 - $15.39 $47,905 - $58,235	3,784 Added 37.03%	14,002 $202,000
Q4 2020 Jan 29, 2021	BUY	$9.3 - $12.8 $9 - $12	1 Added 0.01%	10,218 $130,000
Q3 2020 Nov 05, 2020	BUY	$8.9 - $10.46 $8 - $10	1 Added 0.01%	10,217 $94,000
Q2 2020 Jul 23, 2020	BUY	$9.03 - $12.13 $92,250 - $123,920	10,216 New	10,216 $104,000
Q2 2018 Jul 20, 2018	SELL	$16.21 - $18.12 $206,564 - $230,903	-12,743 Closed	0 $0
Q1 2018 Apr 18, 2018	SELL	$16.11 - $17.35 $257 - $277	-16 Reduced 0.13%	12,743 $211,000
Q4 2017 Jan 17, 2018	BUY	$15.53 - $17.66 $124 - $141	8 Added 0.06%	12,759 $213,000
Q3 2017 Oct 17, 2017	BUY	$15.1 - $17.27 $192,540 - $220,209	12,751	12,751 $220,000

Others Institutions Holding NWBI

# of Institutions

266

Shares Held

84.4M

Call Options Held

108K

Put Options Held

10.8K

View Full List

About Northwest Bancshares, Inc.

Ticker NWBI
Exchange NASDAQ
Sector Financial Services
Industry Banks—Regional
Shares Outstandng 126,922,000
Market Cap $1.6B
Description
Northwest Bancshares, Inc. operates as the holding company for Northwest Bank, a state-chartered savings bank that provides personal and business banking solutions. The company accepts various deposits, including checking, savings, money market deposit, term certificate, and individual retirement accounts. It also offers loan products comprising...

More about NWBI

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Creative Planning Northwest Bancshares, Inc. Transaction History