Morgan Stanley’s Wintrust Financial WTFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $69.4M | Buy |
499,494
+18,350
| +4% | +$2.66M | ﹤0.01% | 1778 |
|
|
2025
Q4 | $67.3M | Sell |
481,144
-3,602
| -0.7% | -$479K | ﹤0.01% | 1799 |
|
|
2025
Q3 | $64.2M | Sell |
484,746
-76,119
| -14% | -$10.1M | ﹤0.01% | 1800 |
|
|
2025
Q2 | $69.5M | Buy |
560,865
+55,359
| +11% | +$6.35M | ﹤0.01% | 1624 |
|
|
2025
Q1 | $56.8M | Buy |
505,506
+35,552
| +8% | +$4.39M | ﹤0.01% | 1697 |
|
|
2024
Q4 | $58.6M | Buy |
469,954
+4,304
| +0.9% | +$532K | ﹤0.01% | 1695 |
|
|
2024
Q3 | $50.5M | Sell |
465,650
-92,902
| -17% | -$9.69M | ﹤0.01% | 1816 |
|
|
2024
Q2 | $55.1M | Sell |
558,552
-602
| -0.1% | -$59K | ﹤0.01% | 1672 |
|
|
2024
Q1 | $58.4M | Sell |
559,154
-138,940
| -20% | -$13.4M | ﹤0.01% | 1615 |
|
|
2023
Q4 | $64.7M | Buy |
698,094
+381,104
| +120% | +$31.5M | ﹤0.01% | 2174 |
|
|
2023
Q3 | $23.9M | Sell |
316,990
-4,657
| -1% | -$366K | ﹤0.01% | 2270 |
|
|
2023
Q2 | $23.4M | Sell |
321,647
-276,020
| -46% | -$18.8M | ﹤0.01% | 2316 |
|
|
2023
Q1 | $43.6M | Sell |
597,667
-285,680
| -32% | -$24.4M | ﹤0.01% | 1670 |
|
|
2022
Q4 | $74.7M | Buy |
883,347
+528,449
| +149% | +$46.7M | 0.01% | 1215 |
|
|
2022
Q3 | $28.9M | Sell |
354,898
-39,802
| -10% | -$3.38M | ﹤0.01% | 1807 |
|
|
2022
Q2 | $31.6M | Buy |
394,700
+244,367
| +163% | +$21M | ﹤0.01% | 1785 |
|
|
2022
Q1 | $14M | Buy |
150,333
+25,999
| +21% | +$2.53M | ﹤0.01% | 2511 |
|
|
2021
Q4 | $11.3M | Buy |
124,334
+1,493
| +1% | +$133K | ﹤0.01% | 2822 |
|
|
2021
Q3 | $9.87M | Buy |
122,841
+10,912
| +10% | +$806K | ﹤0.01% | 2904 |
|
|
2021
Q2 | $8.46M | Buy |
111,929
+58,796
| +111% | +$4.59M | ﹤0.01% | 3182 |
|
|
2021
Q1 | $4.03M | Sell |
53,133
-34,356
| -39% | -$2.45M | ﹤0.01% | 3632 |
|
|
2020
Q4 | $5.34M | Sell |
87,489
-19,360
| -18% | -$1.04M | ﹤0.01% | 3187 |
|
|
2020
Q3 | $4.28M | Buy |
106,849
+77,759
| +267% | +$3.33M | ﹤0.01% | 2862 |
|
|
2020
Q2 | $1.27M | Sell |
29,090
-7,025
| -19% | -$280K | ﹤0.01% | 3982 |
|
|
2020
Q1 | $1.19M | Sell |
36,115
-20,132
| -36% | -$1.12M | ﹤0.01% | 3819 |
|
|
2019
Q4 | $3.99M | Buy |
56,247
+21,643
| +63% | +$1.44M | ﹤0.01% | 3440 |
|
|
2019
Q3 | $2.23M | Sell |
34,604
-3,906
| -10% | -$259K | ﹤0.01% | 3675 |
|
|
2019
Q2 | $2.82M | Sell |
38,510
-494
| -1% | -$36.1K | ﹤0.01% | 3490 |
|
|
2019
Q1 | $2.63M | Buy |
39,004
+9,438
| +32% | +$674K | ﹤0.01% | 3349 |
|
|
2018
Q4 | $1.97M | Sell |
29,566
-38,842
| -57% | -$2.95M | ﹤0.01% | 3786 |
|
|
2018
Q3 | $5.81M | Sell |
68,408
-149,452
| -69% | -$13.3M | ﹤0.01% | 3020 |
|
|
2018
Q2 | $19M | Sell |
217,860
-54,040
| -20% | -$4.96M | 0.01% | 1695 |
|
|
2018
Q1 | $23.4M | Buy |
271,900
+38,009
| +16% | +$3.27M | 0.01% | 1529 |
|
|
2017
Q4 | $19.3M | Buy |
233,891
+38,482
| +20% | +$3.1M | 0.01% | 1701 |
|
|
2017
Q3 | $15.3M | Buy |
195,409
+56,219
| +40% | +$4.18M | ﹤0.01% | 1846 |
|
|
2017
Q2 | $10.6M | Sell |
139,190
-94,706
| -40% | -$6.78M | ﹤0.01% | 2123 |
|
|
2017
Q1 | $16.2M | Buy |
233,896
+77,888
| +50% | +$5.6M | 0.01% | 1744 |
|
|
2016
Q4 | $11.3M | Buy |
156,008
+115,052
| +281% | +$7.14M | ﹤0.01% | 2115 |
|
|
2016
Q3 | $2.28M | Buy |
40,956
+34,189
| +505% | +$1.84M | ﹤0.01% | 3394 |
|
|
2016
Q2 | $344K | Buy |
6,767
+1,686
| +33% | +$84.4K | ﹤0.01% | 4643 |
|
|
2016
Q1 | $225K | Sell |
5,081
-34,249
| -87% | -$1.47M | ﹤0.01% | 4906 |
|
|
2015
Q4 | $1.91M | Buy |
39,330
+24,568
| +166% | +$1.25M | ﹤0.01% | 3538 |
|
|
2015
Q3 | $789K | Buy |
14,762
+7,356
| +99% | +$389K | ﹤0.01% | 4304 |
|
|
2015
Q2 | $395K | Sell |
7,406
-56,902
| -88% | -$2.87M | ﹤0.01% | 4874 |
|
|
2015
Q1 | $3.07M | Buy |
64,308
+54,544
| +559% | +$2.52M | ﹤0.01% | 3179 |
|
|
2014
Q4 | $456K | Sell |
9,764
-144,337
| -94% | -$6.54M | ﹤0.01% | 4722 |
|
|
2014
Q3 | $6.88M | Sell |
154,101
-5,112
| -3% | -$237K | ﹤0.01% | 2344 |
|
|
2014
Q2 | $7.33M | Buy |
159,213
+50,494
| +46% | +$2.29M | ﹤0.01% | 2308 |
|
|
2014
Q1 | $5.29M | Sell |
108,719
-56,338
| -34% | -$2.59M | ﹤0.01% | 2530 |
|
|
2013
Q4 | $7.61M | Buy |
165,057
+120,790
| +273% | +$5.34M | ﹤0.01% | 2176 |
|
|
2013
Q3 | $1.82M | Sell |
44,267
-68,727
| -61% | -$2.79M | ﹤0.01% | 3305 |
|
|
2013
Q2 | $4.33M | Buy |
+112,994
| New | +$4.16M | ﹤0.01% | 2467 |
|
Other funds holding WTFC
VPM
VCM
