Cary Street Partners Investment Advisory LLC Wintrust Financial Corp Transaction History

Cary Street Partners Investment Advisory LLC

$2.63 Billion
Q3 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Aug 10, 2023	BUY	$60.72 - $73.74 $910 - $1,106	15 Added 33.33%	60 $4,000
Q1 2023 May 12, 2023	BUY	$69.65 - $95.65 $3,134 - $4,304	45 New	45 $3,000

Others Institutions Holding WTFC

# of Institutions

428

Shares Held

54.8M

Call Options Held

27.4K

Put Options Held

3.5K

Vanguard Group Inc Valley Forge, PA

6.85M
Shares

$946 Million
0.01% of portfolio
Black Rock Inc. New York, NY

5.72M
Shares

$789 Million
0.01% of portfolio
Dimensional Fund Advisors LP Austin, TX

3.27M
Shares

$451 Million
0.09% of portfolio
State Street Corp Boston, MA

2.63M
Shares

$363 Million
0.01% of portfolio
Capital International Investors Los Angeles, CA

1.79M
Shares

$247 Million
0.04% of portfolio

View Full List

About WINTRUST FINANCIAL CORP

Ticker WTFC
Exchange NASDAQ
Sector Financial Services
Industry Banks—Regional
Shares Outstandng 60,743,300
Market Cap $8.38B
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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