A detailed history of Concurrent Investment Advisors, LLC transactions in Wintrust Financial Corp stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 10,241 shares of WTFC stock, worth $1.3 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
10,241
Previous 10,304 0.61%
Holding current value
$1.3 Million
Previous $1.02 Billion 9.44%
% of portfolio
0.03%
Previous 0.03%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 30, 2024

SELL
$96.43 - $111.89 $6,075 - $7,049
-63 Reduced 0.61%
10,241 $1.11 Billion
Q2 2024

Jul 30, 2024

BUY
$91.95 - $103.07 $13,332 - $14,945
145 Added 1.43%
10,304 $1.02 Billion
Q1 2024

May 07, 2024

BUY
$90.57 - $104.67 $633 - $732
7 Added 0.07%
10,159 $1.06 Billion
Q4 2023

Apr 15, 2024

BUY
$72.57 - $96.95 $736,730 - $984,236
10,152 New
10,152 $942 Million

Others Institutions Holding WTFC

About WINTRUST FINANCIAL CORP


  • Ticker WTFC
  • Exchange NASDAQ
  • Sector Financial Services
  • Industry Banks—Regional
  • Shares Outstandng 60,743,300
  • Market Cap $7.72B
  • 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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