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 |
|---|---|---|---|---|---|---|---|
|
May 05, 2025
Q1 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-1.31K- 1.97% |
$141K - $179K
|
65.1K
$8.68M
|
|
|
May 05, 2025
Q1 2025
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
740+ 34.66% |
$79.7K - $101K
|
2.88K
$383K
|
|
|
May 02, 2025
Q1 2025
|
Massachusetts Financial Services CO
Boston, MA |
SELL
|
- |
-87.2K- 22.8% |
$9.4M - $11.9M
|
295K
$39.4M
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
SELL
|
- |
-74- 21.39% |
$7.97K - $10.1K
|
272
$36.3K
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-2- 8.0% |
$216 - $274
|
23
$3.07K
|
|
|
May 02, 2025
Q1 2025
|
Victory Capital Management Inc
|
SELL
|
- |
-23.5K- 2.51% |
$2.53M - $3.22M
|
915K
$122M
|
|
|
May 02, 2025
Q1 2025
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-35- 0.57% |
$3.77K - $4.79K
|
6.09K
$812K
|
|
|
May 02, 2025
Q1 2025
|
Jennison Associates LLC
|
BUY
|
- |
281K+ 53.26% |
$30.2M - $38.4M
|
807K
$108M
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
20+ 2.28% |
$2.16K - $2.74K
|
899
$120K
|
|
|
May 01, 2025
Q1 2025
|
New York State Common Retirement Fund
|
SELL
|
- |
-13.7K- 3.9% |
$1.47M - $1.87M
|
337K
$44.9M
|
|
|
May 01, 2025
Q1 2025
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-900- 0.92% |
$97K - $123K
|
96.8K
$12.9M
|
|
|
May 01, 2025
Q1 2025
|
Stieven Capital Advisors, L.P.
St. Louis, MO |
SELL
|
- |
-2.1K- 1.34% |
$226K - $288K
|
155K
$20.6M
|
|
|
May 01, 2025
Q1 2025
|
Arizona State Retirement System
|
SELL
|
- |
-229- 1.19% |
$24.7K - $31.4K
|
19.1K
$2.54M
|
|
|
May 01, 2025
Q1 2025
|
Louisiana State Employees Retirement System
|
BUY
|
- |
100+ 0.54% |
$10.8K - $13.7K
|
18.6K
$2.48M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
60+ 5.13% |
$6.47K - $8.22K
|
1.23K
$164K
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
14New |
$1.51K - $1.92K
|
14
$1.87K
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-315- 19.97% |
$33.9K - $43.1K
|
1.26K
$168K
|
|
|
May 01, 2025
Q1 2025
|
Securian Asset Management, Inc
|
BUY
|
- |
100+ 2.0% |
$10.8K - $13.7K
|
5.1K
$680K
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
SELL
|
- |
-21- 55.26% |
$2.26K - $2.88K
|
17
$2.27K
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-1- 16.67% |
$108 - $137
|
5
$667
|
|
|
Apr 30, 2025
Q1 2025
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
SELL
|
- |
-15- 0.52% |
$1.62K - $2.05K
|
2.85K
$379K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
113New |
$12.2K - $15.5K
|
113
$15.1K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
24+ 7.34% |
$2.59K - $3.29K
|
351
$46.8K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-1.53K- 6.3% |
$165K - $210K
|
22.8K
$3.03M
|
|
|
Apr 30, 2025
Q1 2025
|
State Of Michigan Retirement System
|
BUY
|
- |
200+ 1.27% |
$21.6K - $27.4K
|
16K
$2.13M
|
|
|
Apr 30, 2025
Q1 2025
|
Xponance, Inc.
|
BUY
|
- |
123+ 1.63% |
$13.3K - $16.8K
|
7.65K
$1.02M
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
SELL
|
- |
-1.31K- 7.02% |
$141K - $180K
|
17.4K
$2.32M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
7+ 0.07% |
$754 - $958
|
10.2K
$1.36M
|
|
|
Apr 29, 2025
Q1 2025
|
Lightrock Netherlands B.V.
Utrecht, P7 |
BUY
|
- |
73.9K+ 61.88% |
$7.97M - $10.1M
|
193K
$25.8M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
799+ 24.31% |
$86.1K - $109K
|
4.09K
$545K
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
329New |
$35.5K - $45K
|
329
$43.9K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-3- 2.8% |
$323 - $411
|
104
$13.9K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
106K+ 43.3% |
$11.4M - $14.5M
|
350K
$46.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
147+ 2.59% |
$15.8K - $20.1K
|
5.82K
$776K
|
|
|
Apr 29, 2025
Q1 2025
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
223+ 10.79% |
$24K - $30.5K
|
2.29K
$305K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
7New |
$754 - $958
|
7
$933
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
BUY
|
- |
155+ 2.02% |
$16.7K - $21.2K
|
7.85K
$1.05M
|
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
6New |
$647 - $822
|
6
$800
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
20+ 8.81% |
$2.16K - $2.74K
|
247
$32.9K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
37+ 6.54% |
$3.99K - $5.07K
|
603
$80.4K
|
|
|
Apr 28, 2025
Q1 2025
|
Teacher Retirement System Of Texas
Austin, TX |
SELL
|
- |
-6.04K- 26.59% |
$651K - $827K
|
16.7K
$2.22M
|
|
|
Apr 28, 2025
Q1 2025
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-89.1K- 6.85% |
$9.6M - $12.2M
|
1.21M
$162M
|
|
|
Apr 28, 2025
Q1 2025
|
Moody Aldrich Partners LLC
|
SELL
|
- |
-3.19K- 2.85% |
$343K - $436K
|
108K
$14.5M
|
|
|
Apr 28, 2025
Q1 2025
|
Leeward Investments, LLC Ma
|
SELL
|
- |
-11.4K- 4.44% |
$1.23M - $1.56M
|
245K
$32.7M
|
|
|
Apr 28, 2025
Q1 2025
|
Calamos Advisors LLC
|
BUY
|
- |
221+ 0.84% |
$23.8K - $30.3K
|
26.5K
$3.53M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
499+ 9.73% |
$53.8K - $68.3K
|
5.63K
$750K
|
|
|
Apr 25, 2025
Q1 2025
|
Kbc Group Nv
|
SELL
|
- |
-27.5K- 90.61% |
$2.97M - $3.77M
|
2.86K
$381K
|
|
|
Apr 25, 2025
Q1 2025
|
New York State Teachers Retirement System
|
BUY
|
- |
400+ 0.44% |
$43.1K - $54.8K
|
90.4K
$12M
|
|
|
Apr 25, 2025
Q1 2025
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-1.13K- 3.59% |
$122K - $155K
|
30.4K
$4.05M
|
|
|
Apr 24, 2025
Q1 2025
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-11.8K- 6.06% |
$1.27M - $1.62M
|
183K
$24.4M
|