A detailed history of Kovitz Investment Group Partners, LLC transactions in Wintrust Financial Corp stock. As of the latest transaction made, Kovitz Investment Group Partners, LLC holds 3,714 shares of WTFC stock, worth $476,506. This represents 0.0% of its overall portfolio holdings.

Number of Shares
3,714
Previous 4,866 23.67%
Holding current value
$476,506
Previous $603,000 18.57%
% of portfolio
0.0%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 10, 2025

SELL
$122.55 - $139.81 $141,177 - $161,061
-1,152 Reduced 23.67%
3,714 $491,000
Q2 2025

Aug 14, 2025

SELL
$95.17 - $124.21 $85,177 - $111,167
-895 Reduced 15.54%
4,866 $603,000
Q1 2025

May 13, 2025

BUY
$107.76 - $136.92 $341,491 - $433,899
3,169 Added 122.26%
5,761 $647,000
Q4 2024

Aug 25, 2025

SELL
$104.15 - $138.5 $236,837 - $314,949
-2,274 Reduced 46.73%
2,592 $323,000
Q4 2024

Feb 14, 2025

BUY
$104.15 - $138.5 $4,270 - $5,678
41 Added 1.61%
2,592 $323,000
Q3 2024

Nov 14, 2024

BUY
$96.43 - $111.89 $245,992 - $285,431
2,551 New
2,551 $276,000

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 $7.79B
  • 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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