Moody Aldrich Partners LLC Wintrust Financial Corp Transaction History

Moody Aldrich Partners LLC

  • $538 Million
  • Q1 2024

A detailed history of Moody Aldrich Partners LLC transactions in Wintrust Financial Corp stock. As of the latest transaction made, Moody Aldrich Partners LLC holds 102,703 shares of WTFC stock, worth $10.1 Million. This represents 1.99% of its overall portfolio holdings.

Number of Shares
102,703
Previous 105,012 2.2%
Holding current value
$10.1 Million
Previous $9.74 Million 10.08%
% of portfolio
1.99%
Previous 1.88%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 29, 2024
SELL
$90.57 - $104.67 $209,126 - $241,683
-2,309 Reduced 2.2%
102,703 $10.7 Million
Q4 2023

Jan 25, 2024
SELL
$72.57 - $96.95 $767,355 - $1.03 Million
-10,574 Reduced 9.15%
105,012 $9.74 Million
Q3 2023

Nov 07, 2023
SELL
$71.37 - $86.05 $3.26 Million - $3.93 Million
-45,626 Reduced 28.3%
115,586 $8.73 Million
Q2 2023

Jul 28, 2023
BUY
$60.72 - $73.74 $4.32 Million - $5.24 Million
71,081 Added 78.86%
161,212 $11.7 Million
Q1 2023

Apr 27, 2023
BUY
$69.65 - $95.65 $720,877 - $989,977
10,350 Added 12.97%
90,131 $6.58 Million
Q4 2022

Jan 23, 2023
SELL
$80.22 - $95.03 $165,654 - $196,236
-2,065 Reduced 2.52%
79,781 $0
Q3 2022

Oct 18, 2022
SELL
$26.27 - $88.8 $4,570 - $15,451
-174 Reduced 0.21%
81,846 $6.68 Million
Q2 2022

Jul 18, 2022
SELL
$76.44 - $96.01 $937,077 - $1.18 Million
-12,259 Reduced 13.0%
82,020 $6.57 Million
Q1 2022

May 10, 2022
BUY
$87.3 - $105.06 $876,666 - $1.06 Million
10,042 Added 11.92%
94,279 $8.76 Million
Q4 2021

Feb 02, 2022
SELL
$81.84 - $96.94 $1.27 Million - $1.5 Million
-15,500 Reduced 15.54%
84,237 $7.65 Million
Q3 2021

Oct 29, 2021
SELL
$69.75 - $80.53 $4.11 Million - $4.74 Million
-58,865 Reduced 37.11%
99,737 $8.02 Million
Q2 2021

Aug 04, 2021
SELL
$73.35 - $82.26 $5.62 Million - $6.3 Million
-76,642 Reduced 32.58%
158,602 $12 Million
Q1 2021

May 10, 2021
BUY
$60.19 - $84.03 $3.3 Million - $4.61 Million
54,843 Added 30.4%
235,244 $17.8 Million
Q4 2020

Feb 16, 2021
BUY
$40.99 - $62.47 $8,075 - $12,306
197 Added 0.11%
180,401 $11 Million
Q3 2020

Nov 12, 2020
BUY
$37.67 - $47.44 $164,655 - $207,360
4,371 Added 2.49%
180,204 $7.22 Million
Q2 2020

Jul 30, 2020
BUY
$29.4 - $53.1 $5.17 Million - $9.34 Million
175,833 New
175,833 $7.67 Million
Q2 2018

Aug 13, 2018
SELL
$84.51 - $97.56 $4.15 Million - $4.8 Million
-49,163 Closed
0 $0
Q1 2018

Apr 26, 2018
BUY
$80.11 - $91.41 $893,787 - $1.02 Million
11,157 Added 29.36%
49,163 $4.23 Million
Q4 2017

Jan 31, 2018
BUY
$76.93 - $86.46 $864,308 - $971,378
11,235 Added 41.97%
38,006 $3.13 Million
Q3 2017

Nov 13, 2017
BUY
$68.02 - $78.31 $1.82 Million - $2.1 Million
26,771
26,771 $2.1 Million

Others Institutions Holding WTFC

# of Institutions
399
Shares Held
53.8M
Call Options Held
24.2K
Put Options Held
12.2K
View Full List

About WINTRUST FINANCIAL CORP

WTFC Quotes by TradingView
  • Ticker WTFC
  • Exchange NASDAQ
  • Sector Financial Services
  • Industry Banks—Regional
  • Shares Outstandng 60,743,300
  • Market Cap $5.99B
  • Description
  • Wintrust Financial Corporation operates as a financial holding company. It operates in three segments: Community Banking, Specialty Finance, and Wealth Management. The Community Banking segment offers non-interest bearing deposits, non-brokered interest-bearing transaction accounts, and savings and domestic time deposits; home equity, consumer, ...
More about WTFC
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