A detailed history of New Edge Advisors, LLC transactions in Wintrust Financial Corp stock. As of the latest transaction made, New Edge Advisors, LLC holds 586 shares of WTFC stock, worth $73,548. This represents 0.0% of its overall portfolio holdings.

Number of Shares
586
Previous 486 20.58%
Holding current value
$73,548
Previous $54,000 33.33%
% of portfolio
0.0%
Previous 0.0%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025

BUY
$95.17 - $124.21 $9,517 - $12,421
100 Added 20.58%
586 $72,000
Q1 2025

May 15, 2025

SELL
$107.76 - $136.92 $276,835 - $351,747
-2,569 Reduced 84.09%
486 $54,000
Q4 2024

Feb 13, 2025

SELL
$104.15 - $138.5 $2,291 - $3,047
-22 Reduced 0.71%
3,055 $380,000
Q3 2024

Nov 14, 2024

BUY
$96.43 - $111.89 $288,325 - $334,551
2,990 Added 3436.78%
3,077 $334,000
Q2 2024

Aug 15, 2024

SELL
$91.95 - $103.07 $7,447 - $8,348
-81 Reduced 48.21%
87 $8,000
Q1 2024

May 14, 2024

SELL
$90.57 - $104.67 $3,169 - $3,663
-35 Reduced 17.24%
168 $17,000
Q4 2023

Feb 13, 2024

BUY
$72.57 - $96.95 $14,731 - $19,680
203 New
203 $18,000
Q4 2022

Feb 14, 2023

BUY
$80.22 - $95.03 $128,913 - $152,713
1,607 New
1,607 $135,000

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 $7.62B
  • 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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