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 07, 2023
Q4 2022
|
Jacobs Asset Management, LLC
New York, NY |
SELL
|
- |
-15K- 27.27% |
$1.2M - $1.43M
|
40K
$5.54M
|
|
Feb 07, 2023
Q4 2022
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
1.68KNew |
$134K - $159K
|
1.68K
$232K
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-55- 1.21% |
$4.41K - $5.23K
|
4.51K
$624K
|
|
Feb 02, 2023
Q4 2022
|
Monarch Partners Asset Management LLC
|
SELL
|
- |
-12.4K- 29.62% |
$993K - $1.18M
|
29.4K
$4.07M
|
|
Jan 24, 2023
Q4 2022
|
National Bank Of Canada
|
BUY
|
- |
3.73KNew |
$299K - $354K
|
3.73K
$516K
|
|
Jan 24, 2023
Q4 2022
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
47New |
$3.77K - $4.47K
|
47
$6.51K
|
|
Jan 23, 2023
Q4 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
16New |
$1.28K - $1.52K
|
16
$2.22K
|
|
Jan 19, 2023
Q4 2022
|
Rothschild Investment Corp
|
SELL
|
- |
-157- 4.85% |
$12.6K - $14.9K
|
3.08K
$427K
|
|
Jan 19, 2023
Q4 2022
|
Counterpoint Mutual Funds LLC
|
BUY
|
- |
1.63KNew |
$131K - $155K
|
1.63K
$226K
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
842New |
$67.5K - $80K
|
842
$117K
|
|
Jan 11, 2023
Q4 2022
|
M&R Capital Management Inc
|
BUY
|
- |
19New |
$1.52K - $1.81K
|
19
$2.63K
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
7New |
$562 - $665
|
7
$970
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
1.56KNew |
$125K - $148K
|
1.56K
$216K
|
|
Q3 2022 | |||||||
Dec 05, 2022
Q3 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
22+ 0.58% |
$578 - $1.95K
|
3.84K
$532K
|
|
Nov 14, 2022
Q3 2022
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
SELL
|
- |
-3.24K- 4.46% |
$85.1K - $288K
|
69.4K
$9.61M
|
|
Nov 14, 2022
Q3 2022
|
Azora Capital LP
Miami, FL |
BUY
|
- |
41.5K+ 101.29% |
$1.09M - $3.69M
|
82.5K
$11.4M
|
|
Nov 14, 2022
Q3 2022
|
Boulder Hill Capital Management LP
New York, NY |
BUY
|
- |
5.2KNew |
$137K - $462K
|
5.2K
$720K
|
|
Nov 14, 2022
Q3 2022
|
Ergoteles LLC
New York, NY |
BUY
|
- |
10.3KNew |
$270K - $914K
|
10.3K
$1.43M
|
|
Nov 14, 2022
Q3 2022
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
- |
7.2K+ 171.43% |
$189K - $639K
|
11.4K
$1.58M
|
|
Nov 14, 2022
Q3 2022
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-2.97KClosed |
$77.9K - $263K
|
0
$0
|
|
Nov 14, 2022
Q3 2022
|
Carlson Capital L P
Dallas, TX |
SELL
|
- |
-63K- 30.42% |
$1.66M - $5.59M
|
144K
$20M
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
19.9K+ 3.62% |
$523K - $1.77M
|
570K
$78.9M
|
|
Nov 14, 2022
Q3 2022
|
Alpha Crest Capital Management LLC
New York, NY |
SELL
|
- |
-4.16K- 32.79% |
$109K - $369K
|
8.53K
$1.18M
|
|
Nov 14, 2022
Q3 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-368- 12.78% |
$9.67K - $32.7K
|
2.51K
$348K
|
|
Nov 10, 2022
Q3 2022
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-731- 2.56% |
$19.2K - $64.9K
|
27.8K
$3.85M
|
|
Nov 10, 2022
Q3 2022
|
Kettle Hill Capital Management, LLC
New York, NY |
SELL
|
- |
-52K- 43.74% |
$1.37M - $4.62M
|
66.9K
$9.26M
|
|
Nov 09, 2022
Q3 2022
|
Coyle Financial Counsel LLC
Glenview, IL |
SELL
|
- |
-3.92K- 50.0% |
$103K - $348K
|
3.92K
$543K
|
|
Nov 07, 2022
Q3 2022
|
Rothschild & CO Asset Management Us Inc.
New York, NY |
SELL
|
- |
-18.7K- 12.88% |
$493K - $1.66M
|
127K
$17.6M
|
|
Nov 02, 2022
Q3 2022
|
Hartford Investment Management CO
|
BUY
|
- |
1.58K+ 27.71% |
$41.6K - $140K
|
7.29K
$1.01M
|
|
Nov 02, 2022
Q3 2022
|
Sageworth Trust CO Of South Dakota
|
SELL
|
- |
-41- 41.0% |
$1.08K - $3.64K
|
59
$8.17K
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
1.03KNew |
$27.1K - $91.5K
|
1.03K
$143K
|
|
Oct 13, 2022
Q3 2022
|
Pfg Advisors
|
SELL
|
- |
-42- 1.59% |
$1.1K - $3.73K
|
2.6K
$360K
|
|
Q2 2022 | |||||||
Nov 26, 2024
Q2 2022
|
Erste Asset Management Gmb H
Vienna, C4 |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
Aug 24, 2022
Q2 2022
|
Cordatus Wealth Management LLC
Newtown, PA |
SELL
|
- |
-27.4KClosed |
$2.1M - $2.63M
|
0
$0
|
|
Aug 17, 2022
Q2 2022
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-30Closed |
$2.29K - $2.88K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
2.61KNew |
$199K - $250K
|
2.61K
$361K
|
|
Aug 15, 2022
Q2 2022
|
Hood River Capital Management LLC
Palm Beach Gardens, FL |
BUY
|
- |
174+ 2.64% |
$13.3K - $16.7K
|
6.77K
$938K
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-3Closed |
$229 - $288
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
SELL
|
- |
-4.63KClosed |
$354K - $444K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Agf Investments LLC
Boston, MA |
BUY
|
- |
2.92K+ 35.23% |
$223K - $281K
|
11.2K
$1.55M
|
|
Aug 12, 2022
Q2 2022
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
19New |
$1.45K - $1.82K
|
19
$2.63K
|
|
Aug 12, 2022
Q2 2022
|
Blueshift Asset Management, LLC
Red Bank, NJ |
SELL
|
- |
-3.36KClosed |
$257K - $322K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-27.6K- 55.26% |
$2.11M - $2.65M
|
22.4K
$3.1M
|
|
Aug 10, 2022
Q2 2022
|
1492 Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-3.67KClosed |
$280K - $352K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-2.74KClosed |
$209K - $263K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Mondrian Investment Partners LTD
London, X0 |
SELL
|
- |
-338Closed |
$25.8K - $32.5K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
152+ 2.44% |
$11.6K - $14.6K
|
6.39K
$884K
|
|
Aug 08, 2022
Q2 2022
|
Mesirow Financial Investment Management Equity & Fixed Income
Chicago, IL |
SELL
|
- |
-290- 0.41% |
$22.2K - $27.8K
|
70.5K
$9.76M
|
|
Aug 08, 2022
Q2 2022
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-376- 10.78% |
$28.7K - $36.1K
|
3.11K
$431K
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-28KClosed |
$2.14M - $2.69M
|
0
$0
|