Moody Aldrich Partners LLC Wintrust Financial Corp Transaction History

Moody Aldrich Partners LLC

$475 Million
Q4 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 111,651 shares of WTFC stock, worth $14.8 Million. This represents 2.93% of its overall portfolio holdings.

Number of Shares

111,651

Previous 114,847 2.78%

Holding current value

$14.8 Million

Previous $12.5 Million 11.67%

% of portfolio

2.93%

Previous 2.48%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	SELL	$104.15 - $138.5 $332,863 - $442,646	-3,196 Reduced 2.78%	111,651 $13.9 Million
Q3 2024 Oct 22, 2024	SELL	$96.43 - $111.89 $112,919 - $131,023	-1,171 Reduced 1.01%	114,847 $12.5 Million
Q2 2024 Jul 23, 2024	BUY	$91.95 - $103.07 $1.22 Million - $1.37 Million	13,315 Added 12.96%	116,018 $11.4 Million
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

432

Shares Held

53.5M

Call Options Held

105K

Put Options Held

3.5K

View Full List

About WINTRUST FINANCIAL CORP

Ticker WTFC
Exchange NASDAQ
Sector Financial Services
Industry Banks—Regional
Shares Outstandng 60,743,300
Market Cap $8.07B
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, ...

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Moody Aldrich Partners LLC Wintrust Financial Corp Transaction History