A detailed history of Captrust Financial Advisors transactions in Wintrust Financial Corp stock. As of the latest transaction made, Captrust Financial Advisors holds 3,755 shares of WTFC stock, worth $406,516. This represents 0.0% of its overall portfolio holdings.

Number of Shares
3,755
Previous 2,992 25.5%
Holding current value
$406,516
Previous $312,000 18.59%
% of portfolio
0.0%
Previous 0.0%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024

BUY
$91.95 - $103.07 $70,157 - $78,642
763 Added 25.5%
3,755 $370,000
Q1 2024

May 15, 2024

BUY
$90.57 - $104.67 $14,219 - $16,433
157 Added 5.54%
2,992 $312,000
Q4 2023

Feb 14, 2024

BUY
$72.57 - $96.95 $205,735 - $274,853
2,835 New
2,835 $262,000
Q1 2023

May 15, 2023

BUY
$69.65 - $95.65 $207,417 - $284,845
2,978 New
2,978 $217,000
Q2 2022

Aug 23, 2022

SELL
$76.44 - $96.01 $21,173 - $26,594
-277 Reduced 13.19%
1,823 $146,000
Q2 2022

Aug 16, 2022

BUY
$76.44 - $96.01 $24,766 - $31,107
324 Added 18.24%
2,100 $168,000
Q3 2021

Nov 16, 2021

BUY
$69.75 - $80.53 $3,557 - $4,107
51 Added 2.96%
1,776 $143,000
Q2 2021

Aug 16, 2021

SELL
$73.35 - $82.26 $2,420 - $2,714
-33 Reduced 1.88%
1,725 $130,000
Q1 2021

May 17, 2021

BUY
$60.19 - $84.03 $99,193 - $138,481
1,648 Added 1498.18%
1,758 $133,000
Q4 2020

Feb 16, 2021

BUY
$40.99 - $62.47 $2,459 - $3,748
60 Added 120.0%
110 $7,000
Q3 2020

Nov 17, 2020

BUY
$37.67 - $47.44 $1,883 - $2,372
50 New
50 $2,000

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 $6.58B
  • 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 Captrust Financial Advisors Portfolio

Follow Captrust Financial Advisors 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 Captrust Financial Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Captrust Financial Advisors with notifications on news.