A detailed history of Steward Partners Investment Advisory, LLC transactions in Wintrust Financial Corp stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 4,663 shares of WTFC stock, worth $612,858. This represents 0.0% of its overall portfolio holdings.

Number of Shares
4,663
Previous 2,871 62.42%
Holding current value
$612,858
Previous $299,000 53.51%
% of portfolio
0.0%
Previous 0.0%

Shares

23 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 08, 2024

BUY
$91.95 - $103.07 $164,774 - $184,701
1,792 Added 62.42%
4,663 $459,000
Q1 2024

May 15, 2024

BUY
$90.57 - $104.67 $151,161 - $174,694
1,669 Added 138.85%
2,871 $299,000
Q4 2023

Feb 12, 2024

SELL
$72.57 - $96.95 $580 - $775
-8 Reduced 0.66%
1,202 $111,000
Q3 2023

Nov 13, 2023

SELL
$71.37 - $86.05 $24,908 - $30,031
-349 Reduced 22.39%
1,210 $91,000
Q2 2023

Aug 14, 2023

BUY
$60.72 - $73.74 $242 - $294
4 Added 0.26%
1,559 $113,000
Q1 2023

May 15, 2023

SELL
$69.65 - $95.65 $10 Million - $13.8 Million
-143,768 Reduced 98.93%
1,555 $113,000
Q4 2022

Feb 15, 2023

SELL
$80.22 - $95.03 $907,368 - $1.07 Million
-11,311 Reduced 7.22%
145,323 $12.3 Million
Q3 2022

Nov 10, 2022

SELL
$26.27 - $88.8 $130,272 - $440,359
-4,959 Reduced 3.07%
156,634 $12.8 Million
Q2 2022

Aug 04, 2022

BUY
$76.44 - $96.01 $252,175 - $316,736
3,299 Added 2.08%
161,593 $13 Million
Q1 2022

May 02, 2022

BUY
$87.3 - $105.06 $6.96 Million - $8.38 Million
79,757 Added 101.55%
158,294 $14.7 Million
Q4 2021

Feb 08, 2022

BUY
$81.84 - $96.94 $1.19 Million - $1.41 Million
14,564 Added 22.77%
78,537 $7.13 Million
Q3 2021

Nov 12, 2021

BUY
$69.75 - $80.53 $75,539 - $87,213
1,083 Added 1.72%
63,973 $5.14 Million
Q2 2021

Aug 13, 2021

SELL
$73.35 - $82.26 $162,396 - $182,123
-2,214 Reduced 3.4%
62,890 $4.76 Million
Q1 2021

May 14, 2021

BUY
$60.19 - $84.03 $292,523 - $408,385
4,860 Added 8.07%
65,104 $4.93 Million
Q4 2020

Feb 11, 2021

BUY
$40.99 - $62.47 $2.46 Million - $3.76 Million
60,118 Added 47712.7%
60,244 $3.68 Million
Q2 2020

Aug 06, 2020

BUY
$29.4 - $53.1 $29 - $53
1 Added 0.8%
126 $5,000
Q4 2019

Jan 17, 2020

SELL
$60.68 - $71.65 $1,517 - $1,791
-25 Reduced 16.67%
125 $8,000
Q3 2019

Oct 30, 2019

SELL
$60.27 - $73.38 $7,413 - $9,025
-123 Reduced 45.05%
150 $9,000
Q2 2019

Jul 25, 2019

BUY
$67.74 - $77.54 $18,493 - $21,168
273 New
273 $20,000
Q4 2018

Jan 15, 2019

SELL
$62.87 - $87.54 $15,591 - $21,709
-248 Closed
0 $0
Q4 2017

Jan 19, 2018

SELL
$76.93 - $86.46 $49,773 - $55,939
-647 Reduced 72.29%
248 $20,000
Q2 2017

Nov 22, 2017

BUY
N/A
112 Added 14.3%
895 $68,000
Q1 2017

Nov 22, 2017

BUY
N/A
783
783 $54,000

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 $7.98B
  • 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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