A detailed history of Clearstead Advisors, LLC transactions in Wintrust Financial Corp stock. As of the latest transaction made, Clearstead Advisors, LLC holds 289 shares of WTFC stock, worth $36,393. This represents 0.0% of its overall portfolio holdings.

Number of Shares
289
Previous 279 3.58%
Holding current value
$36,393
Previous $27,000 14.81%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 13, 2024

BUY
$96.43 - $111.89 $964 - $1,118
10 Added 3.58%
289 $31,000
Q2 2024

Aug 09, 2024

BUY
$91.95 - $103.07 $16,275 - $18,243
177 Added 173.53%
279 $27,000
Q1 2024

May 14, 2024

BUY
$90.57 - $104.67 $815 - $942
9 Added 9.68%
102 $10,000
Q4 2023

Feb 12, 2024

BUY
$72.57 - $96.95 $2,467 - $3,296
34 Added 57.63%
93 $8,000
Q3 2023

Nov 07, 2023

BUY
$71.37 - $86.05 $2,426 - $2,925
34 Added 136.0%
59 $4,000
Q1 2023

May 09, 2023

BUY
$69.65 - $95.65 $1,741 - $2,391
25 New
25 $1,000

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 $7.65B
  • 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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