Mount Yale Investment Advisors, LLC - WINTRUST FINL CORP ownership

WINTRUST FINL CORP's ticker is WTFC and the CUSIP is 97650W108. A total of 342 filers reported holding WINTRUST FINL CORP in Q3 2023. The put-call ratio across all filers is 0.38 and the average weighting 0.2%.

Quarter-by-quarter ownership
Mount Yale Investment Advisors, LLC ownership history of WINTRUST FINL CORP
ValueSharesWeighting
Q3 2023$312,744
+19.6%
4,142
+15.0%
0.03%
+21.4%
Q2 2023$261,588
-8.4%
3,602
-7.9%
0.03%
-12.5%
Q1 2023$285,452
-26.1%
3,913
-14.4%
0.03%
-27.3%
Q4 2022$386,413
+9.8%
4,572
+5.8%
0.04%
-6.4%
Q3 2022$352,000
+0.3%
4,321
-1.3%
0.05%
+6.8%
Q2 2022$351,000
-5.1%
4,378
+10.1%
0.04%
+10.0%
Q1 2022$370,000
+11.4%
3,977
+8.8%
0.04%
+14.3%
Q4 2021$332,000
-4.9%
3,654
-15.8%
0.04%
-12.5%
Q3 2021$349,000
+19.9%
4,339
+13.0%
0.04%
+14.3%
Q2 2021$291,000
-1.0%
3,841
-1.1%
0.04%
-7.9%
Q1 2021$294,000
+1.4%
3,884
-18.1%
0.04%
-7.3%
Q4 2020$290,0004,7410.04%
Other shareholders
WINTRUST FINL CORP shareholders Q3 2023
NameSharesValueWeighting ↓
STRATEGIC VALUE BANK PARTNERS LLC 151,221$13,734,00012.43%
Rosenthal {-} Henry Capital Advisors, Inc. 77,823$7,067,884,0005.33%
North Reef Capital Management LP 81,555$7,407,0003.42%
Global Alpha Capital Management Ltd. 380,840$34,588,0003.35%
REINHART PARTNERS, LLC. 523,862$47,578,0002.28%
Petiole USA ltd 35,000$3,179,0002.28%
Premier Fund Managers Ltd 582,826$53,110,0001.71%
VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. 607,161$55,142,0001.71%
UNITED FIRE GROUP INC 35,523$3,226,0001.52%
MOODY ALDRICH PARTNERS LLC 84,237$7,650,0001.07%
View complete list of WINTRUST FINL CORP shareholders