Latest Institutional Purchases of Wintrust Financial Corp (WTFC)
This list provides information on the latest institutional transactions involving Wintrust Financial Corp (WTFC) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 14, 2025
Q2 2025
|
Chicago Trust CO Na
|
BUY
|
- |
118K+ 591.92% |
$11.2M - $14.6M
|
138K
$18.1M
|
|
|
Jul 09, 2025
Q2 2025
|
Reinhart Partners, Inc.
|
BUY
|
- |
81.8K+ 12.21% |
$7.78M - $10.2M
|
751K
$98.7M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
17.1KNew |
$1.63M - $2.12M
|
17.1K
$2.24M
|
|
|
Jul 09, 2025
Q2 2025
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
6.09K+ 6.78% |
$579K - $756K
|
95.9K
$12.6M
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
5.01K+ 99.33% |
$477K - $622K
|
10.1K
$1.32M
|
|
|
Jul 16, 2025
Q2 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
4.55KNew |
$433K - $565K
|
4.55K
$597K
|
|
|
Jul 15, 2025
Q2 2025
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
3.02K+ 4.77% |
$288K - $376K
|
66.5K
$8.73M
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
2.78K+ 169.55% |
$264K - $345K
|
4.42K
$580K
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
2K+ 87.15% |
$190K - $248K
|
4.3K
$564K
|
|
|
Jul 11, 2025
Q2 2025
|
Financial Advisory Corp
Grand Rapids, MI |
BUY
|
- |
1.72KNew |
$164K - $214K
|
1.72K
$226K
|
|
|
Jul 11, 2025
Q2 2025
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
1.63KNew |
$155K - $203K
|
1.63K
$215K
|
|
|
Jul 21, 2025
Q2 2025
|
Hennessy Advisors Inc
Novato, CA |
BUY
|
- |
1.5K+ 8.33% |
$143K - $186K
|
19.5K
$2.56M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.46K+ 11.32% |
$139K - $181K
|
14.3K
$1.88M
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
381+ 64.14% |
$36.3K - $47.3K
|
975
$128K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
256+ 6.98% |
$24.4K - $31.8K
|
3.93K
$516K
|
|
|
Jul 14, 2025
Q2 2025
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
222+ 1.06% |
$21.1K - $27.6K
|
21.1K
$2.77M
|
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
199New |
$18.9K - $24.7K
|
199
$26.1K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
155+ 2.04% |
$14.8K - $19.3K
|
7.77K
$1.02M
|
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
137New |
$13K - $17K
|
137
$18K
|
|
|
Jul 11, 2025
Q2 2025
|
Wedge Capital Management L L P
|
BUY
|
- |
125+ 0.62% |
$11.9K - $15.5K
|
20.4K
$2.67M
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
BUY
|
- |
106+ 12.16% |
$10.1K - $13.2K
|
978
$128K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
102+ 20.44% |
$9.71K - $12.7K
|
601
$79K
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
100+ 52.91% |
$9.52K - $12.4K
|
289
$38K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
59New |
$5.62K - $7.33K
|
59
$7.75K
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
28New |
$2.66K - $3.48K
|
28
$3.68K
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
24New |
$2.28K - $2.98K
|
24
$3.15K
|
|
|
Jul 14, 2025
Q2 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
8+ 17.39% |
$761 - $994
|
54
$7.09K
|
|
|
Jul 21, 2025
Q2 2025
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
6New |
$571 - $745
|
6
$788
|
|
|
Jul 08, 2025
Q2 2025
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
5New |
$476 - $621
|
5
$657
|
|
|
Jul 22, 2025
Q2 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
3+ 150.0% |
$286 - $373
|
5
$657
|
|
|
Jul 10, 2025
Q2 2025
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
3+ 0.07% |
$286 - $373
|
4.23K
$556K
|
|
|
Jul 22, 2025
Q2 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
2+ 100.0% |
$190 - $248
|
4
$526
|
|
| Q1 2025 | |||||||
|
May 14, 2025
Q1 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
735K+ 58.16% |
$79.2M - $101M
|
2M
$263M
|
|
|
May 15, 2025
Q1 2025
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
502K+ 539.19% |
$54.1M - $68.7M
|
595K
$78.1M
|
|
|
May 12, 2025
Q1 2025
|
Nuveen, LLC
Charlotte, NC |
BUY
|
- |
425KNew |
$45.8M - $58.2M
|
425K
$55.8M
|
|
|
May 02, 2025
Q1 2025
|
Jennison Associates LLC
|
BUY
|
- |
281K+ 53.26% |
$30.2M - $38.4M
|
807K
$106M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
168K+ 18.67% |
$18.1M - $23M
|
1.07M
$140M
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
143K+ 20.22% |
$15.5M - $19.6M
|
853K
$112M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
106K+ 43.3% |
$11.4M - $14.5M
|
350K
$46M
|
|
|
May 14, 2025
Q1 2025
|
Earnest Partners LLC
Atlanta, GA |
BUY
|
- |
97.6K+ 7.43% |
$10.5M - $13.4M
|
1.41M
$185M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
95.6K+ 38.9% |
$10.3M - $13.1M
|
341K
$44.9M
|
|
|
May 09, 2025
Q1 2025
|
Westfield Capital Management CO LP
Boston, MA |
BUY
|
- |
90K+ 27.65% |
$9.7M - $12.3M
|
415K
$54.6M
|
|
|
Apr 10, 2025
Q1 2025
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
81.4K+ 411.1% |
$8.77M - $11.1M
|
101K
$13.3M
|
|
|
May 13, 2025
Q1 2025
|
Abrdn PLC
|
BUY
|
- |
74K+ 19.51% |
$7.98M - $10.1M
|
453K
$59.6M
|
|
|
Apr 29, 2025
Q1 2025
|
Lightrock Netherlands B.V.
Utrecht, P7 |
BUY
|
- |
73.9K+ 61.88% |
$7.97M - $10.1M
|
193K
$25.4M
|
|
|
May 15, 2025
Q1 2025
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
71.7KNew |
$7.73M - $9.82M
|
71.7K
$9.42M
|
|
|
May 13, 2025
Q1 2025
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
55.9K+ 4.8% |
$6.03M - $7.66M
|
1.22M
$161M
|
|
|
May 06, 2025
Q1 2025
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
BUY
|
- |
55.8KNew |
$6.02M - $7.64M
|
55.8K
$7.33M
|
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
54.7K+ 13.46% |
$5.9M - $7.5M
|
461K
$60.6M
|
|
|
May 15, 2025
Q1 2025
|
Fj Capital Management LLC
Mclean, VA |
BUY
|
- |
54.1KNew |
$5.83M - $7.41M
|
54.1K
$7.11M
|
|