| Period | Weighting | Quarter | ||||||
|---|---|---|---|---|---|---|---|---|
| Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| FALCON POINT CAPITAL, LLC | 13 | 4 | 0.11% | 0.21% | 0.46% | Q2 2015 | Q4 2019 | 17 |
| KCM INVESTMENT ADVISORS LLC | 8 | 4 | 0.01% | 0.01% | 0.02% | Q4 2015 | Q4 2018 | 12 |
| Sonora Investment Management, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2021 | 5 |
| Smith Affiliated Capital Corp. | 4 | 4 | 0.02% | 0.03% | 0.06% | Q1 2016 | Q4 2016 | 4 |
| PNC FINANCIAL SERVICES GROUP, INC. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 3 |
| IAT REINSURANCE CO LTD. | 2 | 2 | 0.31% | 0.45% | 0.59% | Q2 2015 | Q3 2015 | 2 |
| MID CONTINENT CAPITAL LLC/IL | 2 | 2 | 0.28% | 0.33% | 0.39% | Q2 2015 | Q3 2015 | 2 |
| SNOW CAPITAL MANAGEMENT LP | 2 | 2 | 0.01% | 0.02% | 0.02% | Q2 2015 | Q3 2015 | 2 |
| Crow Point Partners, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2015 | Q2 2015 | 1 |
| Connectus Wealth, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2022 | Q3 2022 | 1 |
| COMERICA BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
| Steward Partners Investment Advisory, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
External links
This page lists all the filers that currently own Wintrust Financial Group or have owned Wintrust Financial Group in the past.