A detailed history of Allworth Financial LP transactions in Wintrust Financial Corp stock. As of the latest transaction made, Allworth Financial LP holds 307 shares of WTFC stock, worth $38,835. This represents 0.0% of its overall portfolio holdings.

Number of Shares
307
Previous 286 7.34%
Holding current value
$38,835
Previous $28,000 17.86%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Oct 23, 2024

BUY
$96.43 - $111.89 $2,025 - $2,349
21 Added 7.34%
307 $33,000
Q2 2024

Jul 23, 2024

SELL
$91.95 - $103.07 $735 - $824
-8 Reduced 2.72%
286 $28,000
Q1 2024

Apr 25, 2024

SELL
$90.57 - $104.67 $362 - $418
-4 Reduced 1.34%
294 $30,000
Q4 2023

Jan 24, 2024

BUY
$72.57 - $96.95 $3,773 - $5,041
52 Added 21.14%
298 $27,000
Q3 2023

Oct 31, 2023

BUY
$71.37 - $86.05 $570 - $688
8 Added 3.36%
246 $18,000
Q2 2023

Jul 18, 2023

BUY
$60.72 - $73.74 $13,115 - $15,927
216 Added 981.82%
238 $17,000
Q1 2023

Apr 18, 2023

SELL
$69.65 - $95.65 $11,979 - $16,451
-172 Reduced 88.66%
22 $1,000
Q3 2022

Oct 18, 2022

BUY
$26.27 - $88.8 $183 - $621
7 Added 3.74%
194 $16,000
Q2 2022

Jul 13, 2022

SELL
$76.44 - $96.01 $382 - $480
-5 Reduced 2.6%
187 $15,000
Q1 2022

Apr 22, 2022

BUY
$87.3 - $105.06 $349 - $420
4 Added 2.13%
192 $18,000
Q3 2021

Nov 02, 2021

BUY
$69.75 - $80.53 $13,113 - $15,139
188 New
188 $15,000

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 $7.68B
  • 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
Track This Portfolio

Track Allworth Financial LP Portfolio

Follow Allworth Financial LP and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Allworth Financial LP, based on Form 13F filings with the SEC.

News

Stay updated on Allworth Financial LP with notifications on news.