Latest Institutional Transactions on Northwest Bancshares, Inc. (NWBI)
This table provides information on the latest institutional transactions involving Northwest Bancshares, Inc. (NWBI) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 15, 2023
Q1 2023
|
Us Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-78- 1.31% |
$937 - $1.14K
|
5.88K
$86K
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
775+ 68.28% |
$9.31K - $11.3K
|
1.91K
$27.9K
|
|
May 12, 2023
Q1 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
6+ 7.14% |
$72.1 - $87.5
|
90
$1.32K
|
|
May 12, 2023
Q1 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-7.4K- 28.8% |
$88.9K - $108K
|
18.3K
$268K
|
|
May 11, 2023
Q1 2023
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
22.1K+ 79.25% |
$265K - $322K
|
50K
$731K
|
|
May 11, 2023
Q1 2023
|
Bank Of Nova Scotia
|
SELL
|
- |
-389- 1.72% |
$4.67K - $5.68K
|
22.2K
$325K
|
|
May 10, 2023
Q1 2023
|
Ergoteles LLC
New York, NY |
BUY
|
- |
87.1KNew |
$1.05M - $1.27M
|
87.1K
$1.27M
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.24K- 90.9% |
$14.9K - $18.1K
|
124
$1.81K
|
|
May 04, 2023
Q1 2023
|
Glassman Wealth Services
|
BUY
|
- |
43+ 74.14% |
$516 - $627
|
101
$1.48K
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
1+ 1.02% |
$12 - $14.6
|
99
$1.45K
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
3New |
$36 - $43.8
|
3
$43.9
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
SELL
|
- |
-12- 16.22% |
$144 - $175
|
62
$907
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
288New |
$3.46K - $4.2K
|
288
$4.21K
|
|
Apr 26, 2023
Q1 2023
|
State Of New Jersey Common Pension Fund D
|
BUY
|
- |
72.9KNew |
$875K - $1.06M
|
72.9K
$1.07M
|
|
Apr 25, 2023
Q1 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
12.4K+ 22.81% |
$148K - $180K
|
66.5K
$973K
|
|
Apr 24, 2023
Q1 2023
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
16.7K+ 46.51% |
$200K - $243K
|
52.5K
$768K
|
|
Apr 19, 2023
Q1 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-1.02K- 6.11% |
$12.3K - $14.9K
|
15.7K
$230K
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
525New |
$6.31K - $7.66K
|
525
$7.68K
|
|
Q4 2022 | |||||||
Oct 23, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
19.3K+ 133.85% |
$261K - $296K
|
33.8K
$495K
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1+ 1.85% |
$13.5 - $15.3
|
55
$805
|
|
Feb 17, 2023
Q4 2022
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
2.5KNew |
$33.8K - $38.2K
|
2.5K
$36.6K
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
3.28KNew |
$44.3K - $50.1K
|
3.28K
$47.9K
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
462New |
$6.24K - $7.06K
|
462
$6.76K
|
|
Feb 15, 2023
Q4 2022
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
11.2KNew |
$151K - $171K
|
11.2K
$163K
|
|
Feb 14, 2023
Q4 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
420+ 2.37% |
$5.67K - $6.42K
|
18.1K
$265K
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
500New |
$6.76K - $7.65K
|
500
$7.32K
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
1.74MNew |
$23.5M - $26.6M
|
1.74M
$25.5M
|
|
Feb 14, 2023
Q4 2022
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
508New |
$6.86K - $7.77K
|
508
$7.43K
|
|
Feb 13, 2023
Q4 2022
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
14.1KNew |
$190K - $215K
|
14.1K
$206K
|
|
Feb 13, 2023
Q4 2022
|
Cambria Investment Management, L.P.
|
BUY
|
- |
67.4K+ 18.46% |
$910K - $1.03M
|
432K
$6.32M
|
|
Feb 09, 2023
Q4 2022
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
200New |
$2.7K - $3.06K
|
200
$2.93K
|
|
Feb 09, 2023
Q4 2022
|
Star Financial Bank
Fort Wayne, IN |
BUY
|
- |
11.4KNew |
$154K - $174K
|
11.4K
$166K
|
|
Feb 08, 2023
Q4 2022
|
Lsv Asset Management
Chicago, IL |
BUY
|
- |
41.2KNew |
$557K - $630K
|
41.2K
$603K
|
|
Feb 06, 2023
Q4 2022
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
209K+ 274.66% |
$2.82M - $3.19M
|
285K
$4.16M
|
|
Jan 31, 2023
Q4 2022
|
Wfa Of San Diego, LLC
|
BUY
|
- |
1.16KNew |
$15.7K - $17.8K
|
1.16K
$17K
|
|
Jan 30, 2023
Q4 2022
|
Versor Investments LP
|
SELL
|
- |
-55.6K- 71.19% |
$751K - $850K
|
22.5K
$329K
|
|
Jan 27, 2023
Q4 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-155- 25.33% |
$2.09K - $2.37K
|
457
$6.69K
|
|
Jan 27, 2023
Q4 2022
|
Suncoast Equity Management
|
BUY
|
- |
38.9KNew |
$525K - $594K
|
38.9K
$569K
|
|
Jan 23, 2023
Q4 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
136+ 73.51% |
$1.84K - $2.08K
|
321
$4.7K
|
|
Q3 2022 | |||||||
Sep 21, 2023
Q3 2022
|
Jefferies Group LLC
New York, NY |
SELL
|
- |
-63.1K- 67.37% |
$783K - $957K
|
30.5K
$447K
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
279New |
$3.46K - $4.23K
|
279
$4.08K
|
|
Nov 18, 2022
Q3 2022
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
1.06KNew |
$13.1K - $16K
|
1.06K
$15.4K
|
|
Nov 14, 2022
Q3 2022
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-16.5KClosed |
$205K - $251K
|
0
$0
|
|
Nov 14, 2022
Q3 2022
|
Gyon Technologies Capital Management, LP
Denville, NJ |
BUY
|
- |
20.7KNew |
$256K - $313K
|
20.7K
$302K
|
|
Nov 14, 2022
Q3 2022
|
Axiom Investment Management LLC
New York, NY |
BUY
|
- |
2KNew |
$24.8K - $30.3K
|
2K
$29.3K
|
|
Nov 14, 2022
Q3 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
1.09K+ 71.88% |
$13.5K - $16.5K
|
2.6K
$38.1K
|
|
Nov 10, 2022
Q3 2022
|
Infrastructure Capital Advisors, LLC
New York, NY |
BUY
|
- |
10.8KNew |
$135K - $164K
|
10.8K
$159K
|
|
Nov 04, 2022
Q3 2022
|
Profund Advisors LLC
|
SELL
|
- |
-1.91K- 15.42% |
$23.7K - $29K
|
10.5K
$153K
|
|
Nov 02, 2022
Q3 2022
|
Hudock, Inc.
|
BUY
|
- |
500New |
$6.21K - $7.59K
|
500
$7.32K
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
2.57KNew |
$31.9K - $39K
|
2.57K
$37.6K
|