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 |
|---|---|---|---|---|---|---|---|
|
Aug 05, 2022
Q2 2022
|
Convergence Investment Partners, LLC
|
BUY
|
- |
1.56KNew |
$119K - $150K
|
1.56K
$216K
|
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
5+ 20.0% |
$382 - $480
|
30
$4.16K
|
|
|
Aug 04, 2022
Q2 2022
|
Aviva PLC
|
SELL
|
- |
-6.5K- 19.92% |
$497K - $624K
|
26.1K
$3.62M
|
|
|
Aug 03, 2022
Q2 2022
|
Sciencast Management LP
|
SELL
|
- |
-9.56KClosed |
$731K - $918K
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Calamos Advisors LLC
|
SELL
|
- |
-37.1K- 47.94% |
$2.84M - $3.56M
|
40.3K
$5.58M
|
|
|
Jul 29, 2022
Q2 2022
|
Yorktown Management & Research CO Inc
|
SELL
|
- |
-3.1K- 29.52% |
$237K - $298K
|
7.4K
$1.02M
|
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-1.19K- 58.92% |
$90.7K - $114K
|
827
$115K
|
|
|
Jul 22, 2022
Q2 2022
|
Gemmer Asset Management LLC
|
SELL
|
- |
-133Closed |
$10.2K - $12.8K
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
Dorsey Wright & Associates
|
SELL
|
- |
-18.5KClosed |
$1.41M - $1.78M
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
Triasima Portfolio Management Inc.
|
SELL
|
- |
-42- 49.41% |
$3.21K - $4.03K
|
43
$5.96K
|
|
|
Jul 13, 2022
Q2 2022
|
Parkside Investments, LLC
|
SELL
|
- |
-100Closed |
$7.64K - $9.6K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
4New |
$306 - $384
|
4
$554
|
|
|
Jul 12, 2022
Q2 2022
|
Exane Derivatives
|
SELL
|
- |
-12.9KClosed |
$988K - $1.24M
|
0
$0
|
|
|
Jul 11, 2022
Q2 2022
|
Symmetry Partners, LLC
|
SELL
|
- |
-1.38K- 33.04% |
$105K - $132K
|
2.79K
$386K
|
|
| Q1 2022 | |||||||
|
May 17, 2022
Q1 2022
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-2Closed |
$175 - $210
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Marshall Wace, LLP
London, X0 |
SELL
|
- |
-5.3KClosed |
$463K - $557K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Mendon Capital Advisors Corp
Rochester, NY |
SELL
|
- |
-20KClosed |
$1.75M - $2.1M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Allstate Corp
Northbrook, IL |
SELL
|
- |
-14.3KClosed |
$1.25M - $1.5M
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
SELL
|
- |
-16.2KClosed |
$1.42M - $1.71M
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Pinnacle Holdings, LLC
Tulsa, OK |
SELL
|
- |
-22.4KClosed |
$1.95M - $2.35M
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-1Closed |
$87.3 - $105
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Burney CO
Reston, VA |
SELL
|
- |
-2.25KClosed |
$196K - $236K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-21.1KClosed |
$1.84M - $2.22M
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
United Fire Group Inc
Cedar Rapids, IA |
SELL
|
- |
-8K- 22.52% |
$698K - $840K
|
27.5K
$3.81M
|
|
|
Apr 27, 2022
Q1 2022
|
Key F Inancial Inc
|
BUY
|
- |
139New |
$12.1K - $14.6K
|
139
$19.3K
|
|
|
Apr 14, 2022
Q1 2022
|
Foundry Partners, LLC
|
SELL
|
- |
-108KClosed |
$9.39M - $11.3M
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1KClosed |
$87.3K - $105K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Sep 21, 2023
Q4 2021
|
Jefferies Group LLC
New York, NY |
SELL
|
- |
-4.62K- 63.99% |
$378K - $447K
|
2.6K
$360K
|
|
|
Feb 14, 2022
Q4 2021
|
Weaver C. Barksdale & Associates, Inc.
Nashville, TN |
SELL
|
- |
-73Closed |
$5.97K - $7.08K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Alpha Paradigm Partners, LLC
Chicago, IL |
SELL
|
- |
-8.12KClosed |
$664K - $787K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Voloridge Investment Management, LLC
Jupiter, FL |
SELL
|
- |
-20.4KClosed |
$1.67M - $1.98M
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-17Closed |
$1.39K - $1.65K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Fora Capital, LLC
Miami, FL |
SELL
|
- |
-3.82KClosed |
$312K - $370K
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Curi Wealth Management, LLC
|
BUY
|
- |
200New |
$16.4K - $19.4K
|
200
$27.7K
|
|
|
Jan 27, 2022
Q4 2021
|
Cypress Point Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-5Closed |
$409 - $485
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 15, 2021
Q3 2021
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-51Closed |
$3.56K - $4.11K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Paloma Partners Management CO
Greenwich, CT |
SELL
|
- |
-6.81KClosed |
$475K - $549K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Antonetti Capital Management LLC
|
SELL
|
- |
-54Closed |
$3.77K - $4.35K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Standard Family Office LLC
Sioux Falls, SD |
SELL
|
- |
-26Closed |
$1.81K - $2.09K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
3New |
$209 - $242
|
3
$416
|
|
|
Nov 12, 2021
Q3 2021
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
3.55KNew |
$248K - $286K
|
3.55K
$492K
|
|
|
Nov 12, 2021
Q3 2021
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
16.2KNew |
$1.13M - $1.3M
|
16.2K
$2.24M
|
|
|
Nov 12, 2021
Q3 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-11Closed |
$767 - $886
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Bridgefront Capital, LLC
Austin, TX |
SELL
|
- |
-5.48KClosed |
$382K - $441K
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Keebeck Alpha, LP
Stamford, CT |
SELL
|
- |
-3.33KClosed |
$232K - $268K
|
0
$0
|
|
|
Nov 02, 2021
Q3 2021
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
CALL |
-200- 0.7% |
$14K - $16.1K
|
28.4K
$3.93M
|
|
|
Oct 20, 2021
Q3 2021
|
Summer Haven Investment Management, LLC
|
SELL
|
- |
-10.4KClosed |
$724K - $835K
|
0
$0
|
|
|
Oct 18, 2021
Q3 2021
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-211Closed |
$14.7K - $17K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 30, 2021
Q2 2021
|
B. Metzler Seel. Sohn & Co. Holding Ag
Frankfurt, 2M |
SELL
|
- |
-2.61KClosed |
$191K - $214K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Polar Asset Management Partners Inc.
Toronto, A6 |
SELL
|
- |
-3.65KClosed |
$268K - $300K
|
0
$0
|
|