A detailed history of United Capital Financial Advisers, LLC transactions in Wintrust Financial Corp stock. As of the latest transaction made, United Capital Financial Advisers, LLC holds 6,514 shares of WTFC stock, worth $808,843. This represents 0.0% of its overall portfolio holdings.

Number of Shares
6,514
Previous 6,520 0.09%
Holding current value
$808,843
Previous $642,000 10.12%
% of portfolio
0.0%
Previous 0.01%

Shares

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

Nov 12, 2024

SELL
$96.43 - $111.89 $578 - $671
-6 Reduced 0.09%
6,514 $707,000
Q2 2024

Aug 14, 2024

SELL
$91.95 - $103.07 $197,508 - $221,394
-2,148 Reduced 24.78%
6,520 $642,000
Q1 2024

May 15, 2024

BUY
$90.57 - $104.67 $11,230 - $12,979
124 Added 1.45%
8,668 $904,000
Q4 2023

Feb 14, 2024

BUY
$72.57 - $96.95 $174,458 - $233,067
2,404 Added 39.15%
8,544 $792,000
Q3 2023

Nov 14, 2023

BUY
$71.37 - $86.05 $135,032 - $162,806
1,892 Added 44.54%
6,140 $463,000
Q2 2023

Aug 14, 2023

SELL
$60.72 - $73.74 $25,866 - $31,413
-426 Reduced 9.11%
4,248 $308,000
Q1 2023

Aug 14, 2023

BUY
$69.65 - $95.65 $8,775 - $12,051
126 Added 2.97%
4,374 $319,000
Q1 2023

May 15, 2023

BUY
$69.65 - $95.65 $30,158 - $41,416
433 Added 10.21%
4,674 $340,000
Q4 2022

Feb 14, 2023

SELL
$80.22 - $95.03 $153,380 - $181,697
-1,912 Reduced 31.07%
4,241 $358,000
Q3 2022

Nov 14, 2022

SELL
$26.27 - $88.8 $12,846 - $43,423
-489 Reduced 7.36%
6,153 $502,000
Q2 2022

Aug 11, 2022

BUY
$76.44 - $96.01 $25,301 - $31,779
331 Added 5.24%
6,642 $532,000
Q1 2022

May 16, 2022

BUY
$87.3 - $105.06 $2,968 - $3,572
34 Added 0.54%
6,311 $586,000
Q4 2021

Feb 14, 2022

BUY
$81.84 - $96.94 $81 - $96
1 Added 0.02%
6,277 $570,000
Q3 2021

Nov 15, 2021

SELL
$69.75 - $80.53 $73,237 - $84,556
-1,050 Reduced 14.33%
6,276 $504,000
Q2 2021

Aug 13, 2021

BUY
$73.35 - $82.26 $277,483 - $311,189
3,783 Added 106.77%
7,326 $554,000
Q4 2020

Feb 17, 2021

BUY
$40.99 - $62.47 $145,227 - $221,331
3,543 New
3,543 $216,000
Q1 2020

May 15, 2020

SELL
$24.31 - $71.07 $86,130 - $251,801
-3,543 Closed
0 $0
Q4 2019

Feb 14, 2020

SELL
$60.68 - $71.65 $18,204 - $21,495
-300 Reduced 7.81%
3,543 $251,000
Q3 2019

Feb 14, 2020

BUY
$60.27 - $73.38 $231,617 - $281,999
3,843 New
3,843 $248,000
Q3 2019

Nov 14, 2019

SELL
$60.27 - $73.38 $261,632 - $318,542
-4,341 Closed
0 $0
Q2 2019

Aug 13, 2019

BUY
$67.74 - $77.54 $7,112 - $8,141
105 Added 2.48%
4,341 $318,000
Q1 2019

May 14, 2019

SELL
$64.3 - $75.64 $450 - $529
-7 Reduced 0.16%
4,236 $285,000
Q4 2018

Feb 14, 2019

SELL
$62.87 - $87.54 $30,051 - $41,844
-478 Reduced 10.12%
4,243 $282,000
Q3 2018

Nov 14, 2018

BUY
$84.94 - $92.1 $70,924 - $76,903
835 Added 21.49%
4,721 $401,000
Q1 2018

May 15, 2018

BUY
$80.11 - $91.41 $311,307 - $355,219
3,886 New
3,886 $334,000
Q4 2017

Feb 13, 2018

SELL
$76.93 - $86.46 $14,770 - $16,600
-192 Reduced 4.38%
4,187 $349,000
Q3 2017

Nov 14, 2017

SELL
$68.02 - $78.31 $285,207 - $328,353
-4,193 Closed
0 $0
Q2 2017

Aug 14, 2017

BUY
N/A
4,193
4,193 $321,000

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 $7.54B
  • 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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