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 $11.4 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares
89,928
Previous 90,813 0.97%
Holding current value
$11.4 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 $7.68B
  • 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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