A detailed history of Beverly Hills Private Wealth, LLC transactions in Wintrust Financial Corp stock. As of the latest transaction made, Beverly Hills Private Wealth, LLC holds 2,102 shares of WTFC stock, worth $267,668. This represents 0.05% of its overall portfolio holdings.

Number of Shares
2,102
Previous 2,290 8.21%
Holding current value
$267,668
Previous $258 Million 1.19%
% of portfolio
0.05%
Previous 0.05%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 29, 2025

SELL
$95.17 - $124.21 $17,891 - $23,351
-188 Reduced 8.21%
2,102 $261 Million
Q1 2025

Apr 29, 2025

BUY
$107.76 - $136.92 $24,030 - $30,533
223 Added 10.79%
2,290 $258 Million
Q4 2024

Feb 13, 2025

BUY
$104.15 - $138.5 $215,278 - $286,279
2,067 New
2,067 $258 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 $7.74B
  • 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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