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 |
---|---|---|---|---|---|---|---|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
326New |
$31.4K - $36.5K
|
326
$45.2K
|
|
Oct 22, 2024
Q3 2024
|
Moody Aldrich Partners LLC
|
SELL
|
- |
-1.17K- 1.01% |
$113K - $131K
|
115K
$15.9M
|
|
Oct 22, 2024
Q3 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
545+ 111.68% |
$52.6K - $61K
|
1.03K
$143K
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-332- 8.42% |
$32K - $37.1K
|
3.61K
$500K
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
13+ 1.5% |
$1.25K - $1.45K
|
879
$122K
|
|
Oct 21, 2024
Q3 2024
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
15+ 0.37% |
$1.45K - $1.68K
|
4.03K
$558K
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-17- 6.07% |
$1.64K - $1.9K
|
263
$36.4K
|
|
Oct 18, 2024
Q3 2024
|
Old National Bancorp
|
BUY
|
- |
20+ 0.76% |
$1.93K - $2.24K
|
2.64K
$366K
|
|
Oct 18, 2024
Q3 2024
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
1.93K+ 16.37% |
$186K - $216K
|
13.7K
$1.9M
|
|
Oct 18, 2024
Q3 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
14.7K+ 7.79% |
$1.42M - $1.64M
|
203K
$28.2M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
19.3K+ 42.18% |
$1.86M - $2.16M
|
65.1K
$9.02M
|
|
Oct 18, 2024
Q3 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-5- 25.0% |
$482 - $559
|
15
$2.08K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
10.8K+ 5.19% |
$1.04M - $1.21M
|
219K
$30.3M
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
684+ 7.55% |
$66K - $76.5K
|
9.74K
$1.35M
|
|
Oct 17, 2024
Q3 2024
|
Riverview Trust CO
|
BUY
|
- |
9New |
$868 - $1.01K
|
9
$1.25K
|
|
Oct 17, 2024
Q3 2024
|
Well Done, LLC
|
BUY
|
- |
11.6KNew |
$1.12M - $1.3M
|
11.6K
$1.61M
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.13KNew |
$205K - $238K
|
2.13K
$295K
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-70- 4.89% |
$6.75K - $7.83K
|
1.36K
$188K
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
59+ 23.14% |
$5.69K - $6.6K
|
314
$43.5K
|
|
Oct 16, 2024
Q3 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
48New |
$4.63K - $5.37K
|
48
$6.65K
|
|
Oct 16, 2024
Q3 2024
|
Hunter Perkins Capital Management, LLC
|
BUY
|
- |
1.21K+ 14.42% |
$116K - $135K
|
9.56K
$1.32M
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-147- 38.99% |
$14.2K - $16.4K
|
230
$31.9K
|
|
Oct 16, 2024
Q3 2024
|
N Verses Capital, LLC
Wellington, FL |
SELL
|
- |
-100- 5.88% |
$9.64K - $11.2K
|
1.6K
$222K
|
|
Oct 16, 2024
Q3 2024
|
Trust CO Of Vermont
|
BUY
|
- |
76+ 9.81% |
$7.33K - $8.5K
|
851
$118K
|
|
Oct 11, 2024
Q3 2024
|
Wedge Capital Management L L P
|
BUY
|
- |
773+ 4.64% |
$74.5K - $86.5K
|
17.4K
$2.41M
|
|
Oct 11, 2024
Q3 2024
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 0.5% |
$96.4 - $112
|
203
$28.1K
|
|
Oct 11, 2024
Q3 2024
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
10.3K+ 107.95% |
$998K - $1.16M
|
19.9K
$2.76M
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.38K+ 21.66% |
$229K - $266K
|
13.3K
$1.85M
|
|
Oct 10, 2024
Q3 2024
|
Shaker Investments LLC
|
BUY
|
- |
96+ 0.33% |
$9.26K - $10.7K
|
28.9K
$4.01M
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-13- 5.0% |
$1.25K - $1.45K
|
247
$34.2K
|
|
Oct 10, 2024
Q3 2024
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
235+ 6.58% |
$22.7K - $26.3K
|
3.81K
$528K
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
1+ 1.79% |
$96.4 - $112
|
57
$7.89K
|
|
Oct 10, 2024
Q3 2024
|
Chicago Trust CO Na
|
SELL
|
- |
-1K- 4.81% |
$96.4K - $112K
|
19.8K
$2.74M
|
|
Oct 09, 2024
Q3 2024
|
Reinhart Partners, Inc.
|
BUY
|
- |
47.2K+ 6.43% |
$4.56M - $5.29M
|
781K
$108M
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
1New |
$96.4 - $112
|
1
$139
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
11+ 0.22% |
$1.06K - $1.23K
|
5.01K
$694K
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-4- 3.39% |
$386 - $448
|
114
$15.8K
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
902+ 387.12% |
$87K - $101K
|
1.14K
$157K
|
|
Oct 08, 2024
Q3 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
15New |
$1.45K - $1.68K
|
15
$2.08K
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
BUY
|
- |
196+ 62.03% |
$18.9K - $21.9K
|
512
$70.9K
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
112+ 37.84% |
$10.8K - $12.5K
|
408
$56.5K
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
196+ 23.96% |
$18.9K - $21.9K
|
1.01K
$140K
|
|
Oct 04, 2024
Q3 2024
|
Quent Capital, LLC
|
SELL
|
- |
-83- 20.34% |
$8K - $9.29K
|
325
$45K
|
|
Oct 04, 2024
Q3 2024
|
Handelsbanken Fonder Ab
|
BUY
|
- |
3.3K+ 26.78% |
$318K - $369K
|
15.6K
$2.16M
|
|
Oct 03, 2024
Q3 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
1.19K+ 29.68% |
$115K - $133K
|
5.2K
$721K
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-1.53K- 21.93% |
$148K - $172K
|
5.46K
$756K
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
13+ 14.29% |
$1.25K - $1.45K
|
104
$14.4K
|
|
Q2 2024 | |||||||
Sep 11, 2024
Q2 2024
|
American Trust
Lexington, KY |
BUY
|
- |
482+ 21.34% |
$44.3K - $49.7K
|
2.74K
$380K
|
|
Aug 15, 2024
Q2 2024
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-10- 12.2% |
$920 - $1.03K
|
72
$9.97K
|
|
Aug 15, 2024
Q2 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
9.61K+ 169.34% |
$883K - $990K
|
15.3K
$2.12M
|