WINTRUST INVESTMENTS LLC

13F Filings History

Latest 13F report
Q3 2024 - Nov 12, 2024
Value $
$135M
Signature - Title
James Sommerfield Jr. - Sr. Compliance Officer
Location
Chicago, IL
Summary
This page shows a list of all the recent 13F filings made by WINTRUST INVESTMENTS LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. WINTRUST INVESTMENTS LLC reported 530 stock holdings with total value $135M as of Q3 2024. Top holdings included IJH, AAPL, IWM, BRKB, and IVV.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 530 $135M +$6.03M -$1.14B -$1.13B IJH, AAPL, IWM, BRKB, IVV 13F-HR 11/12/2024, 01:24 PM
Q2 2024 488 $1.22B +$136M -$46M +$89.7M IJH, AAPL, TFLO, IVV, IWM 13F-HR 8/13/2024, 02:32 PM
Q1 2024 478 $1.12B +$141M -$69.4M +$71.5M IJH, BRKB, TFLO, IWM, IVV 13F-HR 5/9/2024, 04:07 PM
Q4 2023 464 $1.03B +$114M -$117M -$3M IJH, TFLO, BRKB, IWM, IVV 13F-HR 2/12/2024, 09:09 AM
Q3 2023 431 $952M +$66.1M -$82.8M -$16.7M VEA, IJH, BRKB, IVV, IWM 13F-HR 11/13/2023, 08:12 AM
Q2 2023 449 $994M +$256M -$76.6M +$180M VEA, IJH, IVV, BRKB, AAPL 13F-HR 8/10/2023, 09:04 AM
Q1 2023 357 $784M +$162M -$159M +$3.21M VEA, IJH, IVV, BRKB, IWM 13F-HR 5/9/2023, 03:56 PM
Q4 2022 395 $752M +$84.7M -$132M -$47.5M IJH, IVV, IWM, VEA, AAPL 13F-HR 2/13/2023, 09:08 AM
Q3 2022 429 $754M +$153M -$113M +$40.6M IJH, IVV, AAPL, IWM, BRKB 13F-HR 11/8/2022, 07:24 PM
Q2 2022 405 $805M +$108M -$161M -$52.1M IJH, AAPL, IVV, IWM, BRKB 13F-HR 8/15/2022, 09:01 AM
Q1 2022 450 $1.02B +$126M -$90.8M +$35.1M AAPL, IJH, IVV, BRKB, IWM 13F-HR 5/11/2022, 05:01 PM
Q4 2021 461 $1.01B +$343M -$60M +$283M AAPL, IVV, IJH, GOOG, IWM 13F-HR 2/4/2022, 04:59 PM
Q3 2021 287 $655M +$74M -$347M -$273M AAPL, IVV, IJH, IWM, MSFT 13F-HR 11/12/2021, 04:11 PM
Q2 2021 456 $953M +$77.9M -$128M -$49.7M IVV, AAPL, VWO, GOOG, IJH 13F-HR 8/10/2021, 01:52 PM
Q1 2021 452 $954M +$631M -$51.9M +$579M IVV, AAPL, IJH, VWO, GOOG 13F-HR 5/10/2021, 01:06 PM
Q4 2020 189 $336M +$42.9M -$453M -$410M GOOG, MSFT, QQQ, ARKK, LMBS 13F-HR 2/8/2021, 09:26 AM
Q3 2020 371 $719M +$103M -$90.6M +$11.9M IVV, AAPL, ACWV, MSFT, VWO 13F-HR 11/12/2020, 08:29 AM
Q2 2020 394 $697M +$105M -$103M +$2.68M IVV, AAPL, ACWV, VWO, GOOG 13F-HR 8/7/2020, 05:33 PM
Q1 2020 351 $593M +$98.8M -$83.6M +$15.2M VWO, IVV, ACWV, AAPL, GOOG 13F-HR 5/13/2020, 07:22 PM
Q4 2019 379 $707M +$53.4M -$61.5M -$8.1M VWO, IVV, IJH, AAPL, IWM 13F-HR 2/14/2020, 11:35 AM
Q3 2019 405 $669M +$49.6M -$50.2M -$581K VWO, IVV, IJH, IWM, BRKB 13F-HR 11/7/2019, 03:34 PM
Q2 2019 384 $651M +$73.1M -$45.3M +$27.8M VWO, IVV, IJH, BRKB, IWM 13F-HR 8/5/2019, 03:03 PM
Q1 2019 366 $603M +$65M -$42.8M +$22.2M VWO, IJH, IVV, BRKB, IWM 13F-HR 5/15/2019, 09:48 AM
Q4 2018 333 $525M +$78.5M -$71.7M +$6.81M VWO, IJH, IVV, SPY, BRKB 13F-HR 2/13/2019, 01:29 PM
Q3 2018 373 $593M +$52.9M -$49.5M +$3.4M IJH, IVV, VWO, VEA, BRKB 13F-HR 11/13/2018, 10:41 AM
Q2 2018 361 $562M +$208M -$37.9M +$170M IJH, IVV, VEA, VWO, IWM 13F-HR 8/13/2018, 01:44 PM
Q1 2018 263 $394M +$41.2M -$75.4M -$34.2M IJH, VWO, VEA, IVV, IWM 13F-HR 5/2/2018, 05:34 PM
Q4 2017 280 $428M +$33M -$18.2M +$14.8M IJH, VEA, VWO, IVV, IWM 13F-HR 2/13/2018, 05:06 PM
Q3 2017 278 $396M +$36.1M -$30.3M +$5.85M IJH, VEA, VWO, IVV, IWM 13F-HR 11/7/2017, 09:38 AM
Q2 2017 292 $376M +$36.4M -$21.9M +$14.6M IJH, VEA, VWO, IVV, IWM 13F-HR 8/4/2017, 05:27 PM
Q1 2017 286 $350M +$111M -$11.1M +$99.8M IJH, VEA, VWO, IVV, IWM 13F-HR 5/10/2017, 12:12 PM
Q4 2016 224 $240M +$42.3M -$21.1M +$21.2M IJH, VWO, VEA, IVV, IWM 13F-HR 2/14/2017, 04:13 PM
Q3 2016 199 $215M +$39.2M -$274K +$38.9M VWO, VEA, IJH, IVV, IWM 13F-HR 11/15/2016, 01:01 PM
Q2 2016 185 $274K $0 $0 13F-HR 8/15/2016, 04:22 PM