A detailed history of Pensionmark Financial Group, LLC transactions in Wintrust Financial Corp stock. As of the latest transaction made, Pensionmark Financial Group, LLC holds 4,924 shares of WTFC stock, worth $631,749. This represents 0.01% of its overall portfolio holdings.

Number of Shares
4,924
Previous 4,901 0.47%
Holding current value
$631,749
Previous $607,000 7.41%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Oct 15, 2025

BUY
$122.55 - $139.81 $2,818 - $3,215
23 Added 0.47%
4,924 $652,000
Q2 2025

Aug 04, 2025

BUY
$95.17 - $124.21 $77,563 - $101,231
815 Added 19.95%
4,901 $607,000
Q1 2025

Apr 29, 2025

BUY
$107.76 - $136.92 $86,100 - $109,399
799 Added 24.31%
4,086 $459,000
Q4 2024

Feb 12, 2025

BUY
$104.15 - $138.5 $84,153 - $111,908
808 Added 32.59%
3,287 $409,000
Q3 2024

Nov 25, 2024

SELL
$96.43 - $111.89 $1.67 Million - $1.94 Million
-17,312 Reduced 87.47%
2,479 $269,000
Q3 2024

Nov 14, 2024

BUY
$96.43 - $111.89 $1.7 Million - $1.98 Million
17,668 Added 832.22%
19,791 $2.15 Million
Q1 2024

May 15, 2024

BUY
$90.57 - $104.67 $192,280 - $222,214
2,123 New
2,123 $221,000

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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