Latest Institutional Transactions on Wintrust Financial Corp (WTFC)
This table provides information on the latest institutional transactions involving Wintrust Financial Corp (WTFC) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 21, 2025
Q2 2025
|
Hennessy Advisors Inc
Novato, CA |
BUY
|
- |
1.5K+ 8.33% |
$143K - $186K
|
19.5K
$2.6M
|
|
|
Jul 21, 2025
Q2 2025
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
6New |
$571 - $745
|
6
$800
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
59New |
$5.62K - $7.33K
|
59
$7.86K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-980- 2.13% |
$93.3K - $122K
|
45.1K
$6.01M
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
24New |
$2.28K - $2.98K
|
24
$3.2K
|
|
|
Jul 17, 2025
Q2 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-2.08K- 35.64% |
$198K - $258K
|
3.75K
$500K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.46K+ 11.32% |
$139K - $181K
|
14.3K
$1.91M
|
|
|
Jul 17, 2025
Q2 2025
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-22- 8.87% |
$2.09K - $2.73K
|
226
$30.1K
|
|
|
Jul 17, 2025
Q2 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-2- 12.5% |
$190 - $248
|
14
$1.87K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
256+ 6.98% |
$24.4K - $31.8K
|
3.93K
$523K
|
|
|
Jul 16, 2025
Q2 2025
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-280- 3.6% |
$26.6K - $34.8K
|
7.51K
$1M
|
|
|
Jul 16, 2025
Q2 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
4.55KNew |
$433K - $565K
|
4.55K
$606K
|
|
|
Jul 16, 2025
Q2 2025
|
Congress Asset Management CO
|
SELL
|
- |
-3.03K- 3.22% |
$288K - $376K
|
91.1K
$12.1M
|
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-6- 40.0% |
$571 - $745
|
9
$1.2K
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-1.28K- 5.1% |
$122K - $159K
|
23.8K
$3.17M
|
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
199New |
$18.9K - $24.7K
|
199
$26.5K
|
|
|
Jul 15, 2025
Q2 2025
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
3.02K+ 4.77% |
$288K - $376K
|
66.5K
$8.86M
|
|
|
Jul 15, 2025
Q2 2025
|
Well Done, LLC
|
SELL
|
- |
-1.9K- 37.21% |
$181K - $236K
|
3.21K
$428K
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-438- 26.23% |
$41.7K - $54.4K
|
1.23K
$164K
|
|
|
Jul 14, 2025
Q2 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
8+ 17.39% |
$761 - $994
|
54
$7.2K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-5- 83.33% |
$476 - $621
|
1
$133
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-993- 41.65% |
$94.5K - $123K
|
1.39K
$185K
|
|
|
Jul 14, 2025
Q2 2025
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
222+ 1.06% |
$21.1K - $27.6K
|
21.1K
$2.81M
|
|
|
Jul 14, 2025
Q2 2025
|
Chicago Trust CO Na
|
BUY
|
- |
118K+ 591.92% |
$11.2M - $14.6M
|
138K
$18.4M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
17.1KNew |
$1.63M - $2.12M
|
17.1K
$2.28M
|
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-24- 7.02% |
$2.28K - $2.98K
|
318
$42.4K
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
28New |
$2.66K - $3.48K
|
28
$3.73K
|
|
|
Jul 11, 2025
Q2 2025
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
1.63KNew |
$155K - $203K
|
1.63K
$218K
|
|
|
Jul 11, 2025
Q2 2025
|
Financial Advisory Corp
Grand Rapids, MI |
BUY
|
- |
1.72KNew |
$164K - $214K
|
1.72K
$230K
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
BUY
|
- |
106+ 12.16% |
$10.1K - $13.2K
|
978
$130K
|
|
|
Jul 11, 2025
Q2 2025
|
Wedge Capital Management L L P
|
BUY
|
- |
125+ 0.62% |
$11.9K - $15.5K
|
20.4K
$2.71M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
102+ 20.44% |
$9.71K - $12.7K
|
601
$80.1K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
155+ 2.04% |
$14.8K - $19.3K
|
7.77K
$1.04M
|
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
137New |
$13K - $17K
|
137
$18.3K
|
|
|
Jul 10, 2025
Q2 2025
|
Fulton Bank, N.A.
|
SELL
|
- |
-285- 12.3% |
$27.1K - $35.4K
|
2.03K
$271K
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
2.78K+ 169.55% |
$264K - $345K
|
4.42K
$589K
|
|
|
Jul 10, 2025
Q2 2025
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
3+ 0.07% |
$286 - $373
|
4.23K
$564K
|
|
|
Jul 09, 2025
Q2 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-1- 11.11% |
$95.2 - $124
|
8
$1.07K
|
|
|
Jul 09, 2025
Q2 2025
|
Reyes Financial Architecture, Inc.
San Diego, CA |
SELL
|
- |
-340- 36.6% |
$32.4K - $42.2K
|
589
$78.5K
|
|
|
Jul 09, 2025
Q2 2025
|
Reinhart Partners, Inc.
|
BUY
|
- |
81.8K+ 12.21% |
$7.78M - $10.2M
|
751K
$100M
|
|
|
Jul 09, 2025
Q2 2025
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
6.09K+ 6.78% |
$579K - $756K
|
95.9K
$12.8M
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
100+ 52.91% |
$9.52K - $12.4K
|
289
$38.5K
|
|
|
Jul 08, 2025
Q2 2025
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
5New |
$476 - $621
|
5
$667
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-201- 33.9% |
$19.1K - $25K
|
392
$52.3K
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
381+ 64.14% |
$36.3K - $47.3K
|
975
$130K
|
|
| Q1 2025 | |||||||
|
Jul 16, 2025
Q1 2025
|
Virginia Retirement Systems Et Al
Richmond, VA |
SELL
|
- |
-22.4K- 76.3% |
$2.41M - $3.06M
|
6.94K
$926K
|
|
|
Jun 03, 2025
Q1 2025
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
19K+ 591.76% |
$2.05M - $2.61M
|
22.3K
$2.97M
|
|
|
May 29, 2025
Q1 2025
|
Quaker Wealth Management, LLC
|
BUY
|
PUT |
3New |
$323 - $411
|
3
$400
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-330- 32.38% |
$35.6K - $45.2K
|
689
$91.8K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-133- 38.11% |
$14.3K - $18.2K
|
216
$28.8K
|
|