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 6,065 shares of WTFC stock, worth $802,096. This represents 0.01% of its overall portfolio holdings.

Number of Shares
6,065
Previous 5,899 2.81%
Holding current value
$802,096
Previous $581,000 13.25%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Oct 29, 2024

BUY
$96.43 - $111.89 $16,007 - $18,573
166 Added 2.81%
6,065 $658,000
Q2 2024

Jul 30, 2024

SELL
$91.95 - $103.07 $459,474 - $515,040
-4,997 Reduced 45.86%
5,899 $581,000
Q4 2023

Feb 07, 2024

BUY
$72.57 - $96.95 $24,964 - $33,350
344 Added 3.26%
10,896 $1.01 Million
Q1 2023

Apr 19, 2023

BUY
$69.65 - $95.65 $5,223 - $7,173
75 Added 0.72%
10,552 $769,000
Q3 2022

Nov 07, 2022

BUY
$26.27 - $88.8 $91,629 - $309,734
3,488 Added 49.91%
10,477 $854,000
Q2 2022

Aug 15, 2022

SELL
$76.44 - $96.01 $9,019 - $11,329
-118 Reduced 1.66%
6,989 $560,000
Q1 2022

May 16, 2022

BUY
$87.3 - $105.06 $10,388 - $12,502
119 Added 1.7%
7,107 $660,000
Q4 2021

Feb 18, 2022

BUY
$81.84 - $96.94 $571,897 - $677,416
6,988 New
6,988 $635,000

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 $8.03B
  • 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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