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 |
|---|---|---|---|---|---|---|---|
|
Feb 08, 2024
Q4 2023
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
2.38KNew |
$173K - $231K
|
2.38K
$313K
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
71New |
$5.15K - $6.88K
|
71
$9.33K
|
|
|
Feb 07, 2024
Q4 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
50New |
$3.63K - $4.85K
|
50
$6.57K
|
|
|
Feb 02, 2024
Q4 2023
|
Pl Capital Advisors, LLC
Naples, FL |
SELL
|
- |
-1.65K- 47.0% |
$119K - $159K
|
1.86K
$244K
|
|
|
Feb 01, 2024
Q4 2023
|
Telemus Capital, LLC
|
BUY
|
- |
795+ 14.52% |
$57.7K - $77.1K
|
6.27K
$824K
|
|
|
Feb 01, 2024
Q4 2023
|
Duality Advisers, LP
Miami, FL |
BUY
|
- |
1.85K+ 40.68% |
$134K - $179K
|
6.38K
$838K
|
|
|
Feb 01, 2024
Q4 2023
|
Wolverine Asset Management LLC
|
BUY
|
- |
2.97KNew |
$215K - $288K
|
2.97K
$390K
|
|
|
Jan 30, 2024
Q4 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
81New |
$5.88K - $7.85K
|
81
$10.6K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
494New |
$35.8K - $47.9K
|
494
$64.9K
|
|
|
Jan 02, 2024
Q4 2023
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-260Closed |
$18.9K - $25.2K
|
0
$0
|
|
| Q3 2023 | |||||||
|
Apr 25, 2025
Q3 2023
|
Pmc Fig Opportunities LLC
Jerusalem, L3 |
SELL
|
- |
-20KClosed |
$1.43M - $1.72M
|
0
$0
|
|
|
Aug 08, 2024
Q3 2023
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-11Closed |
$785 - $947
|
0
$0
|
|
|
Jan 25, 2024
Q3 2023
|
Delphi Management Inc /Ma/
Boston, MA |
SELL
|
- |
-66- 0.49% |
$4.71K - $5.68K
|
13.4K
$1.76M
|
|
|
Nov 22, 2023
Q3 2023
|
Aurora Investment Counsel
Atlanta, GA |
SELL
|
- |
-1.22K- 20.46% |
$87.4K - $105K
|
4.76K
$625K
|
|
|
Nov 14, 2023
Q3 2023
|
Diametric Capital, LP
Boston, MA |
BUY
|
- |
3.22KNew |
$230K - $277K
|
3.22K
$423K
|
|
|
Nov 14, 2023
Q3 2023
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
BUY
|
- |
8.7KNew |
$621K - $749K
|
8.7K
$1.14M
|
|
|
Nov 14, 2023
Q3 2023
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-4.94K- 50.49% |
$352K - $425K
|
4.84K
$636K
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
60+ 500.0% |
$4.28K - $5.16K
|
72
$9.46K
|
|
|
Nov 13, 2023
Q3 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
13.7KNew |
$979K - $1.18M
|
13.7K
$1.8M
|
|
|
Nov 09, 2023
Q3 2023
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
BUY
|
- |
761+ 21.6% |
$54.3K - $65.5K
|
4.28K
$563K
|
|
|
Nov 08, 2023
Q3 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
24New |
$1.71K - $2.07K
|
24
$3.15K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
251+ 3.72% |
$17.9K - $21.6K
|
7.01K
$921K
|
|
|
Nov 07, 2023
Q3 2023
|
South Dakota Investment Council
Sioux Falls, SD |
SELL
|
- |
-19.8K- 93.49% |
$1.41M - $1.7M
|
1.38K
$181K
|
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
SELL
|
- |
-5- 0.21% |
$357 - $430
|
2.38K
$312K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
73New |
$5.21K - $6.28K
|
73
$9.59K
|
|
| Q2 2023 | |||||||
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-1.14K- 22.11% |
$68.9K - $83.7K
|
4K
$525K
|
|
|
Sep 25, 2023
Q2 2023
|
Brookfield Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-12K- 18.12% |
$730K - $886K
|
54.3K
$7.13M
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
36New |
$2.19K - $2.65K
|
36
$4.73K
|
|
|
Aug 14, 2023
Q2 2023
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
3.29KNew |
$200K - $242K
|
3.29K
$432K
|
|
|
Aug 14, 2023
Q2 2023
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
11.7KNew |
$711K - $863K
|
11.7K
$1.54M
|
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
126+ 1.75% |
$7.65K - $9.29K
|
7.34K
$964K
|
|
|
Aug 14, 2023
Q2 2023
|
Gillson Capital LP
Chicago, IL |
BUY
|
- |
103K+ 67.98% |
$6.23M - $7.57M
|
254K
$33.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
CALL |
3.5KNew |
$213K - $258K
|
3.5K
$460K
|
|
|
Aug 14, 2023
Q2 2023
|
Center Book Partners LP
Greenwich, CT |
SELL
|
- |
-2.85K- 16.47% |
$173K - $210K
|
14.4K
$1.9M
|
|
|
Aug 14, 2023
Q2 2023
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
527+ 46.8% |
$32K - $38.9K
|
1.65K
$217K
|
|
|
Aug 11, 2023
Q2 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
100+ 1.77% |
$6.07K - $7.37K
|
5.74K
$754K
|
|
|
Aug 11, 2023
Q2 2023
|
Peak6 Investments LLC
Chicago, IL |
SELL
|
PUT |
-3.2K- 76.19% |
$194K - $236K
|
1K
$131K
|
|
|
Aug 11, 2023
Q2 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
16.1KNew |
$976K - $1.19M
|
16.1K
$2.11M
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
15+ 33.33% |
$911 - $1.11K
|
60
$7.88K
|
|
|
Aug 09, 2023
Q2 2023
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
818New |
$49.7K - $60.3K
|
818
$107K
|
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
BUY
|
PUT |
41.9KNew |
$2.55M - $3.09M
|
41.9K
$5.51M
|
|
|
Aug 08, 2023
Q2 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
45+ 37.5% |
$2.73K - $3.32K
|
165
$21.7K
|
|
|
Aug 08, 2023
Q2 2023
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
3.03KNew |
$184K - $224K
|
3.03K
$399K
|
|
|
Aug 04, 2023
Q2 2023
|
Gator Capital Management, LLC
|
BUY
|
- |
5.1KNew |
$310K - $376K
|
5.1K
$670K
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-558- 98.41% |
$33.9K - $41.1K
|
9
$1.18K
|
|
|
Jul 26, 2023
Q2 2023
|
Cx Institutional
|
SELL
|
- |
-13.6K- 70.68% |
$827K - $1M
|
5.65K
$742K
|
|
|
Jul 26, 2023
Q2 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
167New |
$10.1K - $12.3K
|
167
$21.9K
|
|
|
Jul 25, 2023
Q2 2023
|
Dupont Capital Management Corp
|
SELL
|
- |
-1.1K- 7.27% |
$66.5K - $80.8K
|
14K
$1.84M
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-2- 14.29% |
$121 - $147
|
12
$1.58K
|
|
| Q1 2023 | |||||||
|
Dec 19, 2024
Q1 2023
|
Pearl River Capital, LLC
Niles, MI |
BUY
|
- |
7.83KNew |
$545K - $749K
|
7.83K
$1.03M
|
|