A detailed history of Congress Asset Management CO transactions in Wintrust Financial Corp stock. As of the latest transaction made, Congress Asset Management CO holds 89,928 shares of WTFC stock, worth $12.4 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares
89,928
Previous 90,813 0.97%
Holding current value
$12.4 Million
Previous $8.95 Million 9.08%
% of portfolio
0.07%
Previous 0.07%

Shares

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

Oct 28, 2024

SELL
$96.43 - $111.89 $85,340 - $99,022
-885 Reduced 0.97%
89,928 $9.76 Million
Q2 2024

Aug 02, 2024

SELL
$91.95 - $103.07 $79,812 - $89,464
-868 Reduced 0.95%
90,813 $8.95 Million
Q1 2024

Apr 11, 2024

SELL
$90.57 - $104.67 $211,752 - $244,718
-2,338 Reduced 2.49%
91,681 $9.57 Million
Q4 2023

Mar 04, 2024

SELL
$72.57 - $96.95 $5,515 - $7,368
-76 Reduced 0.08%
94,019 $8.72 Million
Q3 2023

Nov 01, 2023

SELL
$71.37 - $86.05 $130,036 - $156,783
-1,822 Reduced 1.9%
94,095 $7.1 Million
Q2 2023

Jul 27, 2023

BUY
$60.72 - $73.74 $61,205 - $74,329
1,008 Added 1.06%
95,917 $6.97 Million
Q1 2023

Apr 21, 2023

BUY
$69.65 - $95.65 $461,988 - $634,446
6,633 Added 7.51%
94,909 $6.92 Million
Q4 2022

Jan 18, 2023

BUY
$80.22 - $95.03 $24,146 - $28,604
301 Added 0.34%
88,276 $0
Q3 2022

Nov 08, 2022

SELL
$26.27 - $88.8 $33,336 - $112,687
-1,269 Reduced 1.42%
87,975 $7.17 Million
Q2 2022

Aug 02, 2022

SELL
$76.44 - $96.01 $12,689 - $15,937
-166 Reduced 0.19%
89,244 $7.15 Million
Q1 2022

Apr 20, 2022

BUY
$87.3 - $105.06 $426,809 - $513,638
4,889 Added 5.78%
89,410 $8.31 Million
Q4 2021

Jan 28, 2022

BUY
$81.84 - $96.94 $1,964 - $2,326
24 Added 0.03%
84,521 $7.68 Million
Q3 2021

Nov 08, 2021

BUY
$69.75 - $80.53 $33,201 - $38,332
476 Added 0.57%
84,497 $6.79 Million
Q2 2021

Aug 05, 2021

BUY
$73.35 - $82.26 $753,084 - $844,563
10,267 Added 13.92%
84,021 $6.36 Million
Q1 2021

May 05, 2021

BUY
$60.19 - $84.03 $768,927 - $1.07 Million
12,775 Added 20.95%
73,754 $5.59 Million
Q4 2020

Jan 26, 2021

SELL
$40.99 - $62.47 $96,326 - $146,804
-2,350 Reduced 3.71%
60,979 $3.73 Million
Q2 2020

Jul 23, 2020

BUY
$29.4 - $53.1 $1.65 Million - $2.98 Million
56,110 Added 777.25%
63,329 $2.76 Million
Q4 2019

Feb 10, 2020

SELL
$60.68 - $71.65 $102,852 - $121,446
-1,695 Reduced 19.02%
7,219 $512,000
Q1 2019

May 08, 2019

SELL
$64.3 - $75.64 $8,294 - $9,757
-129 Reduced 1.43%
8,914 $600,000
Q4 2018

Jan 25, 2019

BUY
$62.87 - $87.54 $8,173 - $11,380
130 Added 1.46%
9,043 $601,000
Q3 2018

Oct 26, 2018

BUY
$84.94 - $92.1 $79,843 - $86,574
940 Added 11.79%
8,913 $757,000
Q2 2018

Jul 25, 2018

SELL
$84.51 - $97.56 $2.29 Million - $2.64 Million
-27,054 Reduced 77.24%
7,973 $694,000
Q1 2018

May 11, 2018

BUY
$80.11 - $91.41 $52,231 - $59,599
652 Added 1.9%
35,027 $3.01 Million
Q4 2017

Jan 30, 2018

SELL
$76.93 - $86.46 $46,542 - $52,308
-605 Reduced 1.73%
34,375 $2.83 Million
Q3 2017

Oct 17, 2017

BUY
$68.02 - $78.31 $2.38 Million - $2.74 Million
34,980
34,980 $2.74 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 $8.4B
  • 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 Congress Asset Management CO Portfolio

Follow Congress Asset Management CO 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 Congress Asset Management CO , based on Form 13F filings with the SEC.

News

Stay updated on Congress Asset Management CO with notifications on news.