A detailed history of Mps Loria Financial Planners, LLC transactions in Wintrust Financial Corp stock. As of the latest transaction made, Mps Loria Financial Planners, LLC holds 4,027 shares of WTFC stock, worth $552,021. This represents 0.13% of its overall portfolio holdings.

Number of Shares
4,027
Previous 4,012 0.37%
Holding current value
$552,021
Previous $395,000 10.63%
% of portfolio
0.13%
Previous 0.13%

Shares

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

Oct 21, 2024

BUY
$96.43 - $111.89 $1,446 - $1,678
15 Added 0.37%
4,027 $437,000
Q2 2024

Jul 10, 2024

BUY
$91.95 - $103.07 $1,379 - $1,546
15 Added 0.38%
4,012 $395,000
Q1 2024

Apr 17, 2024

SELL
$90.57 - $104.67 $16,664 - $19,259
-184 Reduced 4.4%
3,997 $417,000
Q4 2023

Feb 07, 2024

SELL
$72.57 - $96.95 $156,896 - $209,605
-2,162 Reduced 34.08%
4,181 $387,000
Q3 2023

Oct 20, 2023

BUY
$71.37 - $86.05 $1,998 - $2,409
28 Added 0.44%
6,343 $478,000
Q2 2023

Jul 21, 2023

BUY
$60.72 - $73.74 $20,826 - $25,292
343 Added 5.74%
6,315 $458,000
Q1 2023

Apr 11, 2023

BUY
$69.65 - $95.65 $1,532 - $2,104
22 Added 0.37%
5,972 $435,000
Q4 2022

Jan 23, 2023

SELL
$80.22 - $95.03 $10,749 - $12,734
-134 Reduced 2.2%
5,950 $0
Q3 2022

Nov 14, 2022

BUY
$26.27 - $88.8 $551 - $1,864
21 Added 0.35%
6,084 $496,000
Q2 2022

Jul 19, 2022

BUY
$76.44 - $96.01 $1,528 - $1,920
20 Added 0.33%
6,063 $486,000
Q1 2022

May 10, 2022

BUY
$87.3 - $105.06 $1,658 - $1,996
19 Added 0.32%
6,043 $561,000
Q4 2021

Feb 07, 2022

BUY
$81.84 - $96.94 $1,473 - $1,744
18 Added 0.3%
6,024 $547,000
Q3 2021

Oct 29, 2021

BUY
$69.75 - $80.53 $1,534 - $1,771
22 Added 0.37%
6,006 $482,000
Q2 2021

Jul 20, 2021

BUY
$73.35 - $82.26 $1,540 - $1,727
21 Added 0.35%
5,984 $453,000
Q1 2021

May 03, 2021

SELL
$60.19 - $84.03 $24,918 - $34,788
-414 Reduced 6.49%
5,963 $452,000
Q4 2020

Feb 02, 2021

BUY
$40.99 - $62.47 $18,199 - $27,736
444 Added 7.48%
6,377 $389,000
Q3 2020

Oct 13, 2020

SELL
$37.67 - $47.44 $29,043 - $36,576
-771 Reduced 11.5%
5,933 $238,000
Q2 2020

Aug 13, 2020

BUY
$29.4 - $53.1 $197,097 - $355,982
6,704 New
6,704 $292,000
Q3 2017

Oct 24, 2017

SELL
$68.02 - $78.31 $26,935 - $31,010
-396 Closed
0 $0
Q2 2017

Sep 18, 2017

BUY
N/A
396
396 $29,000

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 $8.33B
  • 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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