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 |
|---|---|---|---|---|---|---|---|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-1- 0.2% |
$104 - $139
|
509
$68.7K
|
|
|
Jan 17, 2025
Q4 2024
|
Inspire Investing, LLC
Meridian, ID |
SELL
|
- |
-592- 15.54% |
$61.7K - $82K
|
3.22K
$434K
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-3- 1.14% |
$312 - $416
|
260
$35.1K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.39K+ 13.18% |
$145K - $192K
|
11.9K
$1.61M
|
|
|
Jan 17, 2025
Q4 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
1.65KNew |
$171K - $228K
|
1.65K
$222K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
165+ 32.23% |
$17.2K - $22.9K
|
677
$91.4K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
6+ 5.77% |
$625 - $831
|
110
$14.9K
|
|
|
Jan 16, 2025
Q4 2024
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
323+ 6.03% |
$33.6K - $44.7K
|
5.68K
$767K
|
|
|
Jan 15, 2025
Q4 2024
|
Wedge Capital Management L L P
|
SELL
|
- |
-171- 0.98% |
$17.8K - $23.7K
|
17.2K
$2.33M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
2.11KNew |
$220K - $292K
|
2.11K
$285K
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
SELL
|
- |
-155- 18.21% |
$16.1K - $21.5K
|
696
$94K
|
|
|
Jan 14, 2025
Q4 2024
|
Hennessy Advisors Inc
Novato, CA |
SELL
|
- |
-6K- 40.0% |
$625K - $831K
|
9K
$1.22M
|
|
|
Jan 14, 2025
Q4 2024
|
Mps Loria Financial Planners, LLC
|
SELL
|
- |
-1.21K- 30.07% |
$126K - $168K
|
2.82K
$380K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
2K+ 36.61% |
$208K - $277K
|
7.46K
$1.01M
|
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-252- 12.07% |
$26.2K - $34.9K
|
1.84K
$248K
|
|
|
Jan 13, 2025
Q4 2024
|
Reinhart Partners, Inc.
|
SELL
|
- |
-197K- 25.19% |
$20.5M - $27.3M
|
585K
$78.9M
|
|
|
Jan 13, 2025
Q4 2024
|
Oak Thistle LLC
|
BUY
|
- |
2.76KNew |
$287K - $382K
|
2.76K
$372K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
4New |
$417 - $554
|
4
$540
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
4New |
$417 - $554
|
4
$540
|
|
|
Jan 10, 2025
Q4 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-3- 20.0% |
$312 - $416
|
12
$1.62K
|
|
|
Jan 10, 2025
Q4 2024
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-3.61K- 4.46% |
$376K - $500K
|
77.4K
$10.5M
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 0.49% |
$104 - $139
|
204
$27.6K
|
|
|
Jan 06, 2025
Q4 2024
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
732+ 3.67% |
$76.2K - $101K
|
20.7K
$2.79M
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
242+ 23.87% |
$25.2K - $33.5K
|
1.26K
$170K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
131+ 32.11% |
$13.6K - $18.1K
|
539
$72.8K
|
|
| Q3 2024 | |||||||
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-286K- 20.26% |
$27.6M - $32M
|
1.13M
$152M
|
|
|
Dec 06, 2024
Q3 2024
|
Retirement Systems Of Alabama
|
BUY
|
- |
4.56K+ 5.99% |
$440K - $510K
|
80.8K
$10.9M
|
|
|
Nov 29, 2024
Q3 2024
|
American Trust
Lexington, KY |
SELL
|
- |
-36- 1.31% |
$3.47K - $4.03K
|
2.71K
$365K
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
68New |
$6.56K - $7.61K
|
68
$9.18K
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
12.7KNew |
$1.22M - $1.42M
|
12.7K
$1.71M
|
|
|
Nov 25, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-17.3K- 87.47% |
$1.67M - $1.94M
|
2.48K
$335K
|
|
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
337+ 23.99% |
$32.5K - $37.7K
|
1.74K
$235K
|
|
|
Nov 18, 2024
Q3 2024
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
SELL
|
- |
-540- 2.72% |
$52.1K - $60.4K
|
19.3K
$2.61M
|
|
|
Nov 15, 2024
Q3 2024
|
M&T Bank Corp
|
SELL
|
- |
-425- 2.23% |
$41K - $47.6K
|
18.6K
$2.52M
|
|
|
Nov 15, 2024
Q3 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
1.93KNew |
$186K - $216K
|
1.93K
$261K
|
|
|
Nov 15, 2024
Q3 2024
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
2.03K+ 8.42% |
$196K - $227K
|
26.1K
$3.53M
|
|
|
Nov 15, 2024
Q3 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-85- 4.4% |
$8.2K - $9.51K
|
1.85K
$250K
|
|
|
Nov 15, 2024
Q3 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
2.75K+ 3.48% |
$265K - $307K
|
81.7K
$11M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
106+ 1.74% |
$10.2K - $11.9K
|
6.2K
$837K
|
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
396+ 6.77% |
$38.2K - $44.3K
|
6.24K
$843K
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.1K- 3.13% |
$106K - $123K
|
34K
$4.59M
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
12+ 54.55% |
$1.16K - $1.34K
|
34
$4.59K
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
4.53KNew |
$436K - $506K
|
4.53K
$611K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.99K+ 3436.78% |
$288K - $335K
|
3.08K
$416K
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-22- 0.64% |
$2.12K - $2.46K
|
3.41K
$461K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
128New |
$12.3K - $14.3K
|
128
$17.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Frontier Capital Management CO LLC
|
BUY
|
- |
21.1K+ 3.98% |
$2.04M - $2.36M
|
552K
$74.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
2.66K+ 2.78% |
$257K - $298K
|
98.5K
$13.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
11.8K+ 9.51% |
$1.14M - $1.32M
|
136K
$18.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-6.52K- 48.12% |
$629K - $730K
|
7.03K
$949K
|
|