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 |
|---|---|---|---|---|---|---|---|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
402+ 5.21% |
$38.8K - $45K
|
8.12K
$1.12M
|
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
8+ 1.76% |
$771 - $895
|
463
$63.9K
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
1.69K+ 11.27% |
$163K - $189K
|
16.7K
$2.31M
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
12New |
$1.16K - $1.34K
|
12
$1.66K
|
|
|
Nov 01, 2024
Q3 2024
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-13.6K- 3.07% |
$1.31M - $1.52M
|
430K
$59.3M
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
SELL
|
- |
-1.85K- 16.41% |
$178K - $207K
|
9.42K
$1.3M
|
|
|
Oct 31, 2024
Q3 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
133K+ 11.35% |
$12.9M - $14.9M
|
1.31M
$181M
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
4New |
$386 - $448
|
4
$552
|
|
|
Oct 31, 2024
Q3 2024
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-576- 5.5% |
$55.5K - $64.4K
|
9.89K
$1.36M
|
|
|
Oct 31, 2024
Q3 2024
|
Leeward Investments, LLC Ma
|
SELL
|
- |
-938- 0.34% |
$90.5K - $105K
|
276K
$38.1M
|
|
|
Oct 31, 2024
Q3 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
3+ 0.07% |
$289 - $336
|
4.23K
$583K
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-19- 0.36% |
$1.83K - $2.13K
|
5.21K
$719K
|
|
|
Oct 30, 2024
Q3 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-1.66K- 6.42% |
$160K - $186K
|
24.2K
$3.33M
|
|
|
Oct 30, 2024
Q3 2024
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-7.1K- 18.37% |
$684K - $794K
|
31.5K
$4.35M
|
|
|
Oct 30, 2024
Q3 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-1.83K- 6.19% |
$177K - $205K
|
27.7K
$3.83M
|
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
685+ 180.74% |
$66.1K - $76.6K
|
1.06K
$147K
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-63- 0.61% |
$6.08K - $7.05K
|
10.2K
$1.41M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
790+ 8.1% |
$76.2K - $88.4K
|
10.5K
$1.45M
|
|
|
Oct 29, 2024
Q3 2024
|
F
|
BUY
|
- |
593+ 0.49% |
$57.2K - $66.4K
|
121K
$16.7M
|
|
|
Oct 29, 2024
Q3 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
39.2K+ 93.66% |
$3.78M - $4.38M
|
81K
$11.2M
|
|
|
Oct 29, 2024
Q3 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
166+ 2.81% |
$16K - $18.6K
|
6.07K
$837K
|
|
|
Oct 29, 2024
Q3 2024
|
Ceredex Value Advisors LLC
|
SELL
|
- |
-1.8K- 1.29% |
$174K - $201K
|
137K
$19M
|
|
|
Oct 29, 2024
Q3 2024
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
1.3K+ 7.16% |
$126K - $146K
|
19.5K
$2.69M
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-22- 24.18% |
$2.12K - $2.46K
|
69
$9.52K
|
|
|
Oct 28, 2024
Q3 2024
|
Congress Asset Management CO
|
SELL
|
- |
-885- 0.97% |
$85.3K - $99K
|
89.9K
$12.4M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.05K- 32.13% |
$102K - $118K
|
2.23K
$307K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
126+ 0.51% |
$12.2K - $14.1K
|
24.7K
$3.41M
|
|
|
Oct 28, 2024
Q3 2024
|
New York State Common Retirement Fund
|
SELL
|
- |
-15.3K- 4.11% |
$1.48M - $1.71M
|
357K
$49.3M
|
|
|
Oct 28, 2024
Q3 2024
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
12.5KNew |
$1.2M - $1.39M
|
12.5K
$1.72M
|
|
|
Oct 28, 2024
Q3 2024
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
775+ 6.05% |
$74.7K - $86.7K
|
13.6K
$1.87M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
85+ 23.22% |
$8.2K - $9.51K
|
451
$62.2K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-97- 12.4% |
$9.35K - $10.9K
|
685
$94.5K
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
2+ 4.17% |
$193 - $224
|
50
$6.9K
|
|
|
Oct 25, 2024
Q3 2024
|
S.A. Mason LLC
|
BUY
|
- |
2.21KNew |
$213K - $247K
|
2.21K
$304K
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
1.36KNew |
$132K - $153K
|
1.36K
$188K
|
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
20New |
$1.93K - $2.24K
|
20
$2.76K
|
|
|
Oct 25, 2024
Q3 2024
|
New York State Teachers Retirement System
|
SELL
|
- |
-2.36K- 2.54% |
$228K - $264K
|
90.7K
$12.5M
|
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
BUY
|
- |
12New |
$1.16K - $1.34K
|
12
$1.66K
|
|
|
Oct 24, 2024
Q3 2024
|
Peregrine Capital Management LLC
|
SELL
|
- |
-14.3K- 17.4% |
$1.38M - $1.6M
|
67.7K
$9.35M
|
|
|
Oct 24, 2024
Q3 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
315+ 1.12% |
$30.4K - $35.2K
|
28.5K
$3.93M
|
|
|
Oct 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
9New |
$868 - $1.01K
|
9
$1.24K
|
|
|
Oct 24, 2024
Q3 2024
|
Abrdn PLC
|
BUY
|
- |
418+ 0.13% |
$40.3K - $46.8K
|
314K
$43.4M
|
|
|
Oct 24, 2024
Q3 2024
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
1.11K+ 16.71% |
$107K - $124K
|
7.72K
$1.07M
|
|
|
Oct 23, 2024
Q3 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-1.5K- 26.65% |
$145K - $168K
|
4.13K
$570K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
36+ 0.58% |
$3.47K - $4.03K
|
6.25K
$862K
|
|
|
Oct 23, 2024
Q3 2024
|
Louisiana State Employees Retirement System
|
BUY
|
- |
900+ 5.14% |
$86.8K - $101K
|
18.4K
$2.54M
|
|
|
Oct 23, 2024
Q3 2024
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
2.27KNew |
$219K - $254K
|
2.27K
$314K
|
|
|
Oct 23, 2024
Q3 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-69- 1.28% |
$6.65K - $7.72K
|
5.31K
$733K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
21+ 7.34% |
$2.03K - $2.35K
|
307
$42.4K
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
326New |
$31.4K - $36.5K
|
326
$45K
|