Forum Financial Management, LP Wintrust Financial Corp Transaction History
Forum Financial Management, LP
- $6.44 Billion
- Q3 2025
A detailed history of Forum Financial Management, LP transactions in Wintrust Financial Corp stock. As of the latest transaction made, Forum Financial Management, LP holds 6,515 shares of WTFC stock, worth $847,080. This represents 0.01% of its overall portfolio holdings.
Number of Shares
6,515
Previous 6,374
2.21%
Holding current value
$847,080
Previous $790,000
9.11%
% of portfolio
0.01%
Previous 0.01%
Shares
12 transactions
Others Institutions Holding WTFC
# of Institutions
501Shares Held
60MCall Options Held
6.7KPut Options Held
0-
Vanguard Group Inc Valley Forge, PA6.86MShares$892 Million0.01% of portfolio
-
Black Rock Inc. New York, NY5.72MShares$743 Million0.01% of portfolio
-
Dimensional Fund Advisors LP Austin, TX2.79MShares$363 Million0.08% of portfolio
-
State Street Corp Boston, MA2.7MShares$351 Million0.01% of portfolio
-
First Trust Advisors LP Wheaton, IL1.89MShares$246 Million0.2% of portfolio
About WINTRUST FINANCIAL CORP
- Ticker WTFC
- Exchange NASDAQ
- Sector Financial Services
- Industry Banks—Regional
- Shares Outstandng 60,743,300
- Market Cap $7.9B
- 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, ...