Creative Planning Wintrust Financial Corp Transaction History

Creative Planning

$101 Billion
Q3 2024

A detailed history of Creative Planning transactions in Wintrust Financial Corp stock. As of the latest transaction made, Creative Planning holds 13,341 shares of WTFC stock, worth $1.66 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares

13,341

Previous 10,966 21.66%

Holding current value

$1.66 Million

Previous $1.08 Million 34.07%

% of portfolio

0.0%

Previous 0.0%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 11, 2024	BUY	$96.43 - $111.89 $229,021 - $265,738	2,375 Added 21.66%	13,341 $1.45 Million
Q2 2024 Aug 15, 2024	BUY	$91.95 - $103.07 $110,340 - $123,683	1,200 Added 12.29%	10,966 $1.08 Million
Q1 2024 May 10, 2024	BUY	$90.57 - $104.67 $29,163 - $33,703	322 Added 3.41%	9,766 $1.02 Million
Q4 2023 Feb 14, 2024	BUY	$72.57 - $96.95 $236,142 - $315,475	3,254 Added 52.57%	9,444 $875,000
Q3 2023 Nov 16, 2023	SELL	$71.37 - $86.05 $41,680 - $50,253	-584 Reduced 8.62%	6,190 $467,000
Q2 2023 Jul 21, 2023	BUY	$60.72 - $73.74 $195,154 - $237,000	3,214 Added 90.28%	6,774 $491,000
Q1 2023 May 15, 2023	BUY	$69.65 - $95.65 $247,954 - $340,514	3,560 New	3,560 $259,000
Q3 2022 Nov 03, 2022	BUY	$26.27 - $88.8 $75,867 - $256,454	2,888 New	2,888 $236,000
Q2 2022 Aug 15, 2022	SELL	$76.44 - $96.01 $3,057 - $3,840	-40 Closed	0 $0
Q1 2022 May 16, 2022	BUY	$87.3 - $105.06 $3,492 - $4,202	40 New	40 $4,000
Q2 2021 Aug 04, 2021	SELL	$73.35 - $82.26 $1.56 Million - $1.75 Million	-21,219 Closed	0 $0
Q1 2021 Apr 30, 2021	SELL	$60.19 - $84.03 $11,917 - $16,637	-198 Reduced 0.92%	21,219 $1.61 Million
Q4 2020 Jan 29, 2021	BUY	$40.99 - $62.47 $8,116 - $12,369	198 Added 0.93%	21,417 $1.31 Million
Q3 2020 Nov 05, 2020	SELL	$37.67 - $47.44 $376 - $474	-10 Reduced 0.05%	21,219 $850,000
Q2 2020 Jul 23, 2020	SELL	$29.4 - $53.1 $46,657 - $84,269	-1,587 Reduced 6.96%	21,229 $926,000
Q1 2020 May 05, 2020	BUY	$24.31 - $71.07 $17,211 - $50,317	708 Added 3.2%	22,816 $750,000
Q4 2019 Jan 30, 2020	BUY	$60.68 - $71.65 $68,082 - $80,391	1,122 Added 5.35%	22,108 $1.57 Million
Q3 2019 Nov 01, 2019	SELL	$60.27 - $73.38 $9,221 - $11,227	-153 Reduced 0.72%	20,986 $1.36 Million
Q2 2019 Jul 26, 2019	BUY	$67.74 - $77.54 $10,161 - $11,631	150 Added 0.71%	21,139 $1.55 Million
Q1 2019 Apr 24, 2019	BUY	$64.3 - $75.64 $109,567 - $128,890	1,704 Added 8.84%	20,989 $1.41 Million
Q4 2018 Feb 01, 2019	SELL	$62.87 - $87.54 $219,730 - $305,952	-3,495 Reduced 15.34%	19,285 $1.28 Million
Q2 2018 Jul 20, 2018	SELL	$84.51 - $97.56 $84 - $97	-1 Reduced -0.0%	22,780 $1.98 Million
Q1 2018 Apr 18, 2018	BUY	$80.11 - $91.41 $151,888 - $173,313	1,896 Added 9.08%	22,781 $1.96 Million
Q4 2017 Jan 17, 2018	SELL	$76.93 - $86.46 $28,156 - $31,644	-366 Reduced 1.72%	20,885 $1.72 Million
Q3 2017 Oct 17, 2017	BUY	$68.02 - $78.31 $1.45 Million - $1.66 Million	21,251	21,251 $1.66 Million

Others Institutions Holding WTFC

# of Institutions

427

Shares Held

53.5M

Call Options Held

27.4K

Put Options Held

3.5K

View Full List

About WINTRUST FINANCIAL CORP

Ticker WTFC
Exchange NASDAQ
Sector Financial Services
Industry Banks—Regional
Shares Outstandng 60,743,300
Market Cap $7.58B
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

Portfolio Update

Get notified when there are updates to the investment portfolio of Creative Planning, based on Form 13F filings with the SEC.

News

Stay updated on Creative Planning with notifications on news.

Account

Creative Planning Wintrust Financial Corp Transaction History