A detailed history of Advisor Group Holdings, Inc. transactions in Wintrust Financial Corp stock. As of the latest transaction made, Advisor Group Holdings, Inc. holds 4,039 shares of WTFC stock, worth $508,631. This represents 0.0% of its overall portfolio holdings.

Number of Shares
4,039
Previous 2,190 84.43%
Holding current value
$508,631
Previous $215,000 103.72%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 13, 2024

BUY
$96.43 - $111.89 $178,299 - $206,884
1,849 Added 84.43%
4,039 $438,000
Q2 2024

Aug 13, 2024

BUY
$91.95 - $103.07 $63,905 - $71,633
695 Added 46.49%
2,190 $215,000
Q1 2024

May 10, 2024

SELL
$90.57 - $104.67 $550,756 - $636,498
-6,081 Reduced 80.27%
1,495 $156,000
Q4 2023

Feb 12, 2024

SELL
$72.57 - $96.95 $29,100 - $38,876
-401 Reduced 5.03%
7,576 $702,000
Q3 2023

Nov 13, 2023

BUY
$71.37 - $86.05 $199,479 - $240,509
2,795 Added 53.94%
7,977 $602,000
Q2 2023

Aug 10, 2023

BUY
$60.72 - $73.74 $17,183 - $20,868
283 Added 5.78%
5,182 $376,000
Q1 2023

May 12, 2023

BUY
$69.65 - $95.65 $53,212 - $73,076
764 Added 18.48%
4,899 $357,000
Q4 2022

Feb 10, 2023

BUY
$80.22 - $95.03 $10,829 - $12,829
135 Added 3.38%
4,135 $349,000
Q3 2022

Nov 14, 2022

SELL
$26.27 - $88.8 $3,835 - $12,964
-146 Reduced 3.52%
4,000 $326,000
Q2 2022

Aug 10, 2022

SELL
$76.44 - $96.01 $333,431 - $418,795
-4,362 Reduced 51.27%
4,146 $332,000
Q1 2022

May 04, 2022

BUY
$87.3 - $105.06 $497,260 - $598,421
5,696 Added 202.56%
8,508 $788,000
Q3 2021

Nov 05, 2021

BUY
$69.75 - $80.53 $9,904 - $11,435
142 Added 5.32%
2,812 $226,000
Q2 2021

Aug 02, 2021

SELL
$73.35 - $82.26 $927,364 - $1.04 Million
-12,643 Reduced 82.56%
2,670 $201,000
Q1 2021

May 13, 2021

BUY
$60.19 - $84.03 $761,584 - $1.06 Million
12,653 Added 475.68%
15,313 $1.16 Million
Q4 2020

Feb 10, 2021

SELL
$40.99 - $62.47 $15,248 - $23,238
-372 Reduced 12.27%
2,660 $162,000
Q3 2020

Nov 12, 2020

SELL
$37.67 - $47.44 $1,130 - $1,423
-30 Reduced 0.98%
3,032 $122,000
Q2 2020

Aug 14, 2020

BUY
$29.4 - $53.1 $33,222 - $60,003
1,130 Added 58.49%
3,062 $134,000
Q1 2020

May 18, 2020

BUY
$24.31 - $71.07 $46,966 - $137,307
1,932 New
1,932 $63,000

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 $7.65B
  • 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
Track This Portfolio

Track Advisor Group Holdings, Inc. Portfolio

Follow Advisor Group Holdings, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Advisor Group Holdings, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Advisor Group Holdings, Inc. with notifications on news.