Riverpoint Wealth Management Holdings, LLC Wintrust Financial Corp Transaction History

Riverpoint Wealth Management Holdings, LLC

$390 Million
Q3 2024

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 07, 2023	BUY	$80.22 - $95.03 $134,368 - $159,175	1,675 New	1,675 $141,000
Q1 2021 May 04, 2021	SELL	$60.19 - $84.03 $227,879 - $318,137	-3,786 Closed	0 $0
Q4 2020 Feb 23, 2021	BUY	$40.99 - $62.47 $155,188 - $236,511	3,786 New	3,786 $231,000
Q1 2020 May 11, 2020	SELL	$24.31 - $71.07 $95,270 - $278,523	-3,919 Closed	0 $0
Q4 2019 Feb 18, 2020	BUY	$60.68 - $71.65 $910 - $1,074	15 Added 0.38%	3,919 $278,000
Q3 2019 Oct 30, 2019	SELL	$60.27 - $73.38 $12,596 - $15,336	-209 Reduced 5.08%	3,904 $252,000
Q2 2019 Aug 12, 2019	SELL	$67.74 - $77.54 $14,564 - $16,671	-215 Reduced 4.97%	4,113 $301,000
Q1 2019 May 14, 2019	BUY	$64.3 - $75.64 $278,290 - $327,369	4,328 New	4,328 $291,000
Q4 2018 Feb 13, 2019	SELL	$62.87 - $87.54 $173,709 - $241,873	-2,763 Closed	0 $0
Q3 2018 Nov 01, 2018	SELL	$84.94 - $92.1 $8,154 - $8,841	-96 Reduced 3.36%	2,763 $235,000
Q2 2018 Jul 27, 2018	SELL	$84.51 - $97.56 $22,648 - $26,146	-268 Reduced 8.57%	2,859 $249,000
Q1 2018 Apr 27, 2018	BUY	$80.11 - $91.41 $320 - $365	4 Added 0.13%	3,127 $269,000
Q4 2017 Feb 13, 2018	BUY	$76.93 - $86.46 $307 - $345	4 Added 0.13%	3,123 $257,000
Q3 2017 Nov 13, 2017	SELL	$68.02 - $78.31 $6,529 - $7,517	-96 Reduced 2.99%	3,119 $244,000
Q2 2017 Aug 07, 2017	BUY	N/A	3,215	3,215 $249,000

Others Institutions Holding WTFC

# of Institutions

428

Shares Held

54.8M

Call Options Held

27.4K

Put Options Held

3.5K

Vanguard Group Inc Valley Forge, PA

6.85M
Shares

$949 Million
0.01% of portfolio
Black Rock Inc. New York, NY

5.72M
Shares

$792 Million
0.01% of portfolio
Dimensional Fund Advisors LP Austin, TX

3.27M
Shares

$452 Million
0.09% of portfolio
State Street Corp Boston, MA

2.63M
Shares

$364 Million
0.01% of portfolio
Capital International Investors Los Angeles, CA

1.79M
Shares

$247 Million
0.04% of portfolio

View Full List

About WINTRUST FINANCIAL CORP

Ticker WTFC
Exchange NASDAQ
Sector Financial Services
Industry Banks—Regional
Shares Outstandng 60,743,300
Market Cap $8.41B
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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