A detailed history of Lpl Financial LLC transactions in Wintrust Financial Corp stock. As of the latest transaction made, Lpl Financial LLC holds 12,358 shares of WTFC stock, worth $1.7 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares
12,358
Previous 10,563 16.99%
Holding current value
$1.7 Million
Previous $1.04 Million 28.82%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 08, 2024

BUY
$96.43 - $111.89 $173,091 - $200,842
1,795 Added 16.99%
12,358 $1.34 Million
Q2 2024

Aug 07, 2024

BUY
$91.95 - $103.07 $63,077 - $70,706
686 Added 6.95%
10,563 $1.04 Million
Q1 2024

May 10, 2024

BUY
$90.57 - $104.67 $10,234 - $11,827
113 Added 1.16%
9,877 $1.03 Million
Q4 2023

Feb 14, 2024

SELL
$72.57 - $96.95 $5,515 - $7,368
-76 Reduced 0.77%
9,764 $905,000
Q3 2023

Nov 13, 2023

BUY
$71.37 - $86.05 $31,759 - $38,292
445 Added 4.74%
9,840 $742,000
Q2 2023

Jul 31, 2023

SELL
$60.72 - $73.74 $62,845 - $76,320
-1,035 Reduced 9.92%
9,395 $682,000
Q1 2023

May 10, 2023

SELL
$69.65 - $95.65 $41,581 - $57,103
-597 Reduced 5.41%
10,430 $760,000
Q4 2022

Feb 07, 2023

SELL
$80.22 - $95.03 $7,861 - $9,312
-98 Reduced 0.88%
11,027 $932,000
Q3 2022

Nov 14, 2022

SELL
$26.27 - $88.8 $1,812 - $6,127
-69 Reduced 0.62%
11,125 $907,000
Q2 2022

Aug 12, 2022

SELL
$76.44 - $96.01 $61,763 - $77,576
-808 Reduced 6.73%
11,194 $897,000
Q1 2022

May 16, 2022

SELL
$87.3 - $105.06 $385,342 - $463,734
-4,414 Reduced 26.89%
12,002 $1.12 Million
Q4 2021

Feb 14, 2022

SELL
$81.84 - $96.94 $101,890 - $120,690
-1,245 Reduced 7.05%
16,416 $1.49 Million
Q3 2021

Nov 15, 2021

BUY
$69.75 - $80.53 $38,641 - $44,613
554 Added 3.24%
17,661 $1.42 Million
Q2 2021

Aug 13, 2021

SELL
$73.35 - $82.26 $15,183 - $17,027
-207 Reduced 1.2%
17,107 $1.29 Million
Q1 2021

May 14, 2021

SELL
$60.19 - $84.03 $314,914 - $439,644
-5,232 Reduced 23.21%
17,314 $1.31 Million
Q4 2020

Feb 12, 2021

BUY
$40.99 - $62.47 $38,202 - $58,222
932 Added 4.31%
22,546 $1.38 Million
Q3 2020

Nov 09, 2020

SELL
$37.67 - $47.44 $75,453 - $95,022
-2,003 Reduced 8.48%
21,614 $866,000
Q2 2020

Aug 13, 2020

BUY
$29.4 - $53.1 $251,399 - $454,058
8,551 Added 56.76%
23,617 $1.03 Million
Q1 2020

May 14, 2020

BUY
$24.31 - $71.07 $141,946 - $414,977
5,839 Added 63.28%
15,066 $495,000
Q4 2019

Feb 14, 2020

BUY
$60.68 - $71.65 $27,427 - $32,385
452 Added 5.15%
9,227 $654,000
Q3 2019

Nov 13, 2019

SELL
$60.27 - $73.38 $11,270 - $13,722
-187 Reduced 2.09%
8,775 $567,000
Q2 2019

Aug 09, 2019

BUY
$67.74 - $77.54 $359,699 - $411,737
5,310 Added 145.4%
8,962 $656,000
Q1 2019

May 08, 2019

SELL
$64.3 - $75.64 $4,758 - $5,597
-74 Reduced 1.99%
3,652 $246,000
Q4 2018

Feb 07, 2019

BUY
$62.87 - $87.54 $29,548 - $41,143
470 Added 14.43%
3,726 $248,000
Q3 2018

Nov 14, 2018

SELL
$84.94 - $92.1 $29,474 - $31,958
-347 Reduced 9.63%
3,256 $277,000
Q2 2018

Aug 14, 2018

SELL
$84.51 - $97.56 $72,256 - $83,413
-855 Reduced 19.18%
3,603 $314,000
Q1 2018

May 15, 2018

SELL
$80.11 - $91.41 $94,529 - $107,863
-1,180 Reduced 20.93%
4,458 $384,000
Q4 2017

Feb 14, 2018

SELL
$76.93 - $86.46 $17,540 - $19,712
-228 Reduced 3.89%
5,638 $464,000
Q3 2017

Nov 14, 2017

BUY
$68.02 - $78.31 $48,838 - $56,226
718 Added 13.95%
5,866 $459,000
Q2 2017

Aug 14, 2017

BUY
N/A
5,148
5,148 $393,000

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 $8.38B
  • 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 Lpl Financial LLC Portfolio

Follow Lpl Financial LLC 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 Lpl Financial LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lpl Financial LLC with notifications on news.