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 16, 2021
Q2 2021
|
Css LLC
Chicago, IL |
SELL
|
- |
-1K- 13.73% |
$73.4K - $82.3K
|
6.28K
$867K
|
|
Aug 16, 2021
Q2 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
PUT |
4.52KNew |
$332K - $372K
|
4.52K
$624K
|
|
Aug 13, 2021
Q2 2021
|
Vident Investment Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-9.06KClosed |
$665K - $746K
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Tilden Park Management I LLC
New York, NY |
SELL
|
- |
-9.38KClosed |
$688K - $771K
|
0
$0
|
|
Aug 10, 2021
Q2 2021
|
Sg Capital Management LLC
Chicago, IL |
SELL
|
- |
-34.6KClosed |
$2.53M - $2.84M
|
0
$0
|
|
Aug 10, 2021
Q2 2021
|
Cibc World Markets Corp
New York, NY |
SELL
|
- |
-6.11KClosed |
$448K - $503K
|
0
$0
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-678Closed |
$49.7K - $55.8K
|
0
$0
|
|
Aug 05, 2021
Q2 2021
|
Financial Management Professionals, Inc.
|
BUY
|
- |
9New |
$660 - $740
|
9
$1.24K
|
|
Jul 23, 2021
Q2 2021
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-50- 62.5% |
$3.67K - $4.11K
|
30
$4.14K
|
|
Jul 20, 2021
Q2 2021
|
Ritholtz Wealth Management
|
SELL
|
- |
-5KClosed |
$367K - $411K
|
0
$0
|
|
Jul 19, 2021
Q2 2021
|
Cutler Group LP
|
SELL
|
- |
-22Closed |
$1.61K - $1.81K
|
0
$0
|
|
Jul 19, 2021
Q2 2021
|
Cutler Group LP
|
SELL
|
PUT |
-300Closed |
$22K - $24.7K
|
0
$0
|
|
Q1 2021 | |||||||
May 17, 2021
Q1 2021
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-4.03KClosed |
$243K - $339K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Longfellow Investment Management CO LLC
Boston, MA |
SELL
|
- |
-809Closed |
$48.7K - $68K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
PUT |
280KNew |
$16.9M - $23.5M
|
280K
$38.7M
|
|
May 14, 2021
Q1 2021
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
SELL
|
- |
-12.6KClosed |
$760K - $1.06M
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Vantage Consulting Group Inc
Virginia Beach, VA |
SELL
|
- |
-69Closed |
$4.15K - $5.8K
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Mason Street Advisors, LLC
Milwaukee, WI |
SELL
|
- |
-30.8KClosed |
$1.85M - $2.59M
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-185Closed |
$11.1K - $15.5K
|
0
$0
|
|
May 11, 2021
Q1 2021
|
Dean Capital Management
Overland Park, KS |
SELL
|
- |
-30.7KClosed |
$1.85M - $2.58M
|
0
$0
|
|
May 10, 2021
Q1 2021
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-9.07KClosed |
$546K - $762K
|
0
$0
|
|
May 07, 2021
Q1 2021
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-1.49KClosed |
$89.4K - $125K
|
0
$0
|
|
May 05, 2021
Q1 2021
|
Van Strum & Towne Inc.
San Francisco, CA |
BUY
|
- |
2.87KNew |
$173K - $241K
|
2.87K
$396K
|
|
May 05, 2021
Q1 2021
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-882Closed |
$53.1K - $74.1K
|
0
$0
|
|
May 04, 2021
Q1 2021
|
Dean Investment Associates, LLC
Beavercreek, OH |
SELL
|
- |
-36.3KClosed |
$2.18M - $3.05M
|
0
$0
|
|
Apr 29, 2021
Q1 2021
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-7Closed |
$421 - $588
|
0
$0
|
|
Apr 28, 2021
Q1 2021
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-16Closed |
$963 - $1.34K
|
0
$0
|
|
Apr 26, 2021
Q1 2021
|
Denali Advisors LLC
|
SELL
|
- |
-7Closed |
$421 - $588
|
0
$0
|
|
Q4 2020 | |||||||
Sep 21, 2023
Q4 2020
|
Jefferies Group LLC
New York, NY |
BUY
|
CALL |
10KNew |
$410K - $625K
|
10K
$1.38M
|
|
Mar 05, 2021
Q4 2020
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-100Closed |
$4.1K - $6.25K
|
0
$0
|
|
Mar 05, 2021
Q4 2020
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-12Closed |
$492 - $750
|
0
$0
|
|
Feb 16, 2021
Q4 2020
|
Mackay Shields LLC
|
SELL
|
- |
-11.7KClosed |
$480K - $731K
|
0
$0
|
|
Feb 12, 2021
Q4 2020
|
Natixis
Paris, I0 |
SELL
|
- |
-43.1KClosed |
$1.77M - $2.69M
|
0
$0
|
|
Feb 12, 2021
Q4 2020
|
Aigen Investment Management, LP
|
SELL
|
- |
-826Closed |
$33.9K - $51.6K
|
0
$0
|
|
Feb 12, 2021
Q4 2020
|
Laurion Capital Management LP
New York, NY |
SELL
|
- |
-14.6KClosed |
$598K - $912K
|
0
$0
|
|
Feb 12, 2021
Q4 2020
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-13Closed |
$533 - $812
|
0
$0
|
|
Feb 10, 2021
Q4 2020
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-18.1KClosed |
$741K - $1.13M
|
0
$0
|
|
Feb 09, 2021
Q4 2020
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-12Closed |
$492 - $750
|
0
$0
|
|
Feb 08, 2021
Q4 2020
|
Agf Investments Inc.
Toronto, A6 |
SELL
|
- |
-55Closed |
$2.25K - $3.44K
|
0
$0
|
|
Jan 22, 2021
Q4 2020
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-10KClosed |
$411K - $626K
|
0
$0
|
|
Q3 2020 | |||||||
Nov 16, 2020
Q3 2020
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
SELL
|
- |
-5.3KClosed |
$200K - $251K
|
0
$0
|
|
Nov 13, 2020
Q3 2020
|
Mufg Securities Emea PLC
London, X0 |
SELL
|
- |
-14.5KClosed |
$546K - $688K
|
0
$0
|
|
Nov 13, 2020
Q3 2020
|
Credit Agricole S A
|
SELL
|
- |
-1.36KClosed |
$51.3K - $64.7K
|
0
$0
|
|
Nov 12, 2020
Q3 2020
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-3.02KClosed |
$114K - $143K
|
0
$0
|
|
Nov 12, 2020
Q3 2020
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
8.33K+ 370.0% |
$314K - $395K
|
10.6K
$1.46M
|
|
Oct 28, 2020
Q3 2020
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-26Closed |
$979 - $1.23K
|
0
$0
|
|
Oct 13, 2020
Q3 2020
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-125Closed |
$4.71K - $5.93K
|
0
$0
|
|
Q2 2020 | |||||||
Aug 14, 2020
Q2 2020
|
Caxton Associates LP
New York, NY |
SELL
|
- |
-11.5KClosed |
$337K - $609K
|
0
$0
|
|
Aug 13, 2020
Q2 2020
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
PUT |
-500- 10.2% |
$14.7K - $26.6K
|
4.4K
$607K
|
|
Aug 13, 2020
Q2 2020
|
Capital Fund Management S.A.
Paris, I0 |
SELL
|
- |
-9.24KClosed |
$272K - $491K
|
0
$0
|