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 |
|---|---|---|---|---|---|---|---|
|
Apr 24, 2025
Q1 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
215+ 1264.71% |
$23.2K - $29.4K
|
232
$30.9K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
19+ 27.54% |
$2.05K - $2.6K
|
88
$11.7K
|
|
|
Apr 23, 2025
Q1 2025
|
Shaker Investments LLC
|
SELL
|
- |
-689- 2.4% |
$74.2K - $94.3K
|
28K
$3.73M
|
|
|
Apr 23, 2025
Q1 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
BUY
|
- |
162New |
$17.5K - $22.2K
|
162
$21.6K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
70New |
$7.54K - $9.58K
|
70
$9.33K
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-28- 5.26% |
$3.02K - $3.83K
|
504
$67.2K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
165+ 7.3% |
$17.8K - $22.6K
|
2.43K
$323K
|
|
|
Apr 22, 2025
Q1 2025
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
11+ 0.39% |
$1.19K - $1.51K
|
2.83K
$377K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-629- 18.83% |
$67.8K - $86.1K
|
2.71K
$362K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
70+ 0.39% |
$7.54K - $9.58K
|
18K
$2.4M
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-3- 6.98% |
$323 - $411
|
40
$5.33K
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-6.77K- 28.19% |
$730K - $927K
|
17.3K
$2.3M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-906- 16.38% |
$97.6K - $124K
|
4.63K
$617K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
867+ 21.03% |
$93.4K - $119K
|
4.99K
$665K
|
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
18New |
$1.94K - $2.46K
|
18
$2.4K
|
|
|
Apr 21, 2025
Q1 2025
|
Retirement Systems Of Alabama
|
BUY
|
- |
84+ 0.1% |
$9.05K - $11.5K
|
80.9K
$10.8M
|
|
|
Apr 21, 2025
Q1 2025
|
Norris Perne & French LLP
Grand Rapids, MI |
SELL
|
- |
-27- 0.26% |
$2.91K - $3.7K
|
10.4K
$1.38M
|
|
|
Apr 17, 2025
Q1 2025
|
Chicago Capital, LLC
|
SELL
|
- |
-700- 25.7% |
$75.4K - $95.8K
|
2.02K
$270K
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
33New |
$3.56K - $4.52K
|
33
$4.4K
|
|
|
Apr 17, 2025
Q1 2025
|
Optas, LLC
|
BUY
|
- |
1.88KNew |
$203K - $257K
|
1.88K
$251K
|
|
|
Apr 17, 2025
Q1 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
219+ 0.81% |
$23.6K - $30K
|
27.2K
$3.63M
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
4New |
$431 - $548
|
4
$533
|
|
|
Apr 16, 2025
Q1 2025
|
Puff Wealth Management, LLC
Haddonfield, NJ |
BUY
|
CALL |
9.3KNew |
$1M - $1.27M
|
9.3K
$1.24M
|
|
|
Apr 16, 2025
Q1 2025
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-460- 8.84% |
$49.6K - $63K
|
4.75K
$633K
|
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
3.58KNew |
$386K - $491K
|
3.58K
$478K
|
|
|
Apr 15, 2025
Q1 2025
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
SELL
|
- |
-4.1K- 24.85% |
$442K - $561K
|
12.4K
$1.65M
|
|
|
Apr 14, 2025
Q1 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-484- 2.07% |
$52.2K - $66.3K
|
22.8K
$3.05M
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
37+ 925.0% |
$3.99K - $5.07K
|
41
$5.47K
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
5.04KNew |
$543K - $690K
|
5.04K
$672K
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
3New |
$323 - $411
|
3
$400
|
|
|
Apr 10, 2025
Q1 2025
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
81.4K+ 411.1% |
$8.77M - $11.1M
|
101K
$13.5M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
187+ 8.87% |
$20.2K - $25.6K
|
2.3K
$306K
|
|
|
Apr 09, 2025
Q1 2025
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-650- 18.96% |
$70K - $89K
|
2.78K
$370K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
209New |
$22.5K - $28.6K
|
209
$27.9K
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
6+ 0.33% |
$647 - $822
|
1.84K
$246K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
1+ 0.03% |
$108 - $137
|
3.08K
$411K
|
|
|
Apr 08, 2025
Q1 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
34New |
$3.66K - $4.66K
|
34
$4.53K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
10+ 250.0% |
$1.08K - $1.37K
|
14
$1.87K
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
BUY
|
- |
28+ 8.62% |
$3.02K - $3.83K
|
353
$47.1K
|
|
| Q4 2024 | |||||||
|
Jun 30, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-4.7K- 33.51% |
$489K - $651K
|
9.32K
$1.24M
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.53K+ 47.49% |
$159K - $212K
|
4.76K
$634K
|
|
|
May 29, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
420+ 0.22% |
$43.7K - $58.2K
|
190K
$25.4M
|
|
|
May 28, 2025
Q4 2024
|
Strs Ohio
|
BUY
|
- |
2.37K+ 2.26% |
$247K - $329K
|
107K
$14.3M
|
|
|
Apr 01, 2025
Q4 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
46New |
$4.79K - $6.37K
|
46
$6.13K
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
27New |
$2.81K - $3.74K
|
27
$3.6K
|
|
|
Feb 18, 2025
Q4 2024
|
American Trust
Lexington, KY |
SELL
|
- |
-79- 2.92% |
$8.23K - $10.9K
|
2.63K
$350K
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-23.9K- 4.81% |
$2.49M - $3.31M
|
473K
$63.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
32.1KNew |
$3.34M - $4.44M
|
32.1K
$4.27M
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
84New |
$8.75K - $11.6K
|
84
$11.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
880New |
$91.7K - $122K
|
880
$117K
|
|