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 |
|---|---|---|---|---|---|---|---|
|
Nov 03, 2025
Q3 2025
|
Arizona State Retirement System
|
BUY
|
- |
258+ 1.32% |
$31.6K - $36.1K
|
19.8K
$2.54M
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
256+ 3.3% |
$31.4K - $35.8K
|
8.02K
$1.03M
|
|
|
Nov 10, 2025
Q3 2025
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
237+ 1.68% |
$29K - $33.1K
|
14.4K
$1.84M
|
|
|
Nov 10, 2025
Q3 2025
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
218+ 4.27% |
$26.7K - $30.5K
|
5.33K
$683K
|
|
|
Nov 13, 2025
Q3 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
213New |
$26.1K - $29.8K
|
213
$27.3K
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
203New |
$24.9K - $28.4K
|
203
$26K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
199+ 33.11% |
$24.4K - $27.8K
|
800
$103K
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
190+ 39.34% |
$23.3K - $26.6K
|
673
$86.3K
|
|
|
Nov 04, 2025
Q3 2025
|
Access Investment Management LLC
Atlanta, GA |
BUY
|
- |
185+ 1.02% |
$22.7K - $25.9K
|
18.2K
$2.34M
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
181+ 4.97% |
$22.2K - $25.3K
|
3.83K
$491K
|
|
|
Nov 10, 2025
Q3 2025
|
Aurora Investment Counsel
Atlanta, GA |
BUY
|
- |
175+ 1.74% |
$21.4K - $24.5K
|
10.2K
$1.31M
|
|
|
Nov 14, 2025
Q3 2025
|
Mairs & Power Inc
St Paul, MN |
BUY
|
- |
169+ 0.33% |
$20.7K - $23.6K
|
50.8K
$6.52M
|
|
|
Nov 05, 2025
Q3 2025
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
168+ 4.13% |
$20.6K - $23.5K
|
4.24K
$543K
|
|
|
Nov 12, 2025
Q3 2025
|
Ejf Capital LLC
Arlington, VA |
BUY
|
- |
151+ 3.5% |
$18.5K - $21.1K
|
4.46K
$572K
|
|
|
Oct 24, 2025
Q3 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
141+ 2.21% |
$17.3K - $19.7K
|
6.52K
$836K
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
BUY
|
- |
134+ 29.78% |
$16.4K - $18.7K
|
584
$74.9K
|
|
|
Oct 28, 2025
Q3 2025
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
134+ 75.28% |
$16.4K - $18.7K
|
312
$40K
|
|
|
Oct 20, 2025
Q3 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
133New |
$16.3K - $18.6K
|
133
$17.1K
|
|
|
Oct 21, 2025
Q3 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
126+ 1400.0% |
$15.4K - $17.6K
|
135
$17.3K
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
98+ 0.22% |
$12K - $13.7K
|
45.2K
$5.79M
|
|
|
Nov 12, 2025
Q3 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
90New |
$11K - $12.6K
|
90
$11.5K
|
|
|
Nov 12, 2025
Q3 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
88+ 2.42% |
$10.8K - $12.3K
|
3.73K
$479K
|
|
|
Oct 31, 2025
Q3 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
85+ 386.36% |
$10.4K - $11.9K
|
107
$13.7K
|
|
|
Nov 14, 2025
Q3 2025
|
Natixis
Paris, I0 |
BUY
|
- |
84New |
$10.3K - $11.7K
|
84
$10.8K
|
|
|
Nov 04, 2025
Q3 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
80+ 100.0% |
$9.8K - $11.2K
|
160
$20.5K
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
75New |
$9.19K - $10.5K
|
75
$9.62K
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
71+ 7.45% |
$8.7K - $9.93K
|
1.02K
$131K
|
|
|
Nov 14, 2025
Q3 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
70New |
$8.58K - $9.79K
|
70
$8.98K
|
|
|
Nov 14, 2025
Q3 2025
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
68+ 2.76% |
$8.33K - $9.51K
|
2.53K
$325K
|
|
|
Oct 29, 2025
Q3 2025
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
65+ 1.03% |
$7.97K - $9.09K
|
6.38K
$819K
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
63+ 8.65% |
$7.72K - $8.81K
|
791
$101K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
60+ 4.29% |
$7.35K - $8.39K
|
1.46K
$187K
|
|
|
Nov 14, 2025
Q3 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
56New |
$6.86K - $7.83K
|
56
$7.18K
|
|
|
Nov 07, 2025
Q3 2025
|
Fifth Third Bancorp
|
BUY
|
- |
52+ 0.22% |
$6.37K - $7.27K
|
23.8K
$3.06M
|
|
|
Nov 13, 2025
Q3 2025
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
51+ 3.06% |
$6.25K - $7.13K
|
1.72K
$220K
|
|
|
Nov 14, 2025
Q3 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
43+ 1.68% |
$5.27K - $6.01K
|
2.6K
$334K
|
|
|
Nov 19, 2025
Q3 2025
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
36New |
$4.41K - $5.03K
|
36
$4.62K
|
|
|
Oct 21, 2025
Q3 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
35+ 77.78% |
$4.29K - $4.89K
|
80
$10.3K
|
|
|
Oct 29, 2025
Q3 2025
|
Amalgamated Bank
New York, NY |
BUY
|
- |
34+ 0.11% |
$4.17K - $4.75K
|
30.5K
$3.92M
|
|
|
Oct 24, 2025
Q3 2025
|
First Horizon Corp
Memphis, TN |
BUY
|
- |
27+ 19.01% |
$3.31K - $3.77K
|
169
$21.7K
|
|
|
Nov 05, 2025
Q3 2025
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
25+ 8.45% |
$3.06K - $3.5K
|
321
$41.2K
|
|
|
Nov 13, 2025
Q3 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
24+ 0.27% |
$2.94K - $3.36K
|
8.83K
$1.13M
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
23+ 0.47% |
$2.82K - $3.22K
|
4.92K
$632K
|
|
|
Nov 19, 2025
Q3 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
20+ 0.34% |
$2.45K - $2.8K
|
5.91K
$759K
|
|
|
Nov 12, 2025
Q3 2025
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
19+ 0.73% |
$2.33K - $2.66K
|
2.63K
$338K
|
|
|
Nov 14, 2025
Q3 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
17+ 77.27% |
$2.08K - $2.38K
|
39
$5K
|
|
|
Oct 30, 2025
Q3 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
17New |
$2.08K - $2.38K
|
17
$2.18K
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
17+ 0.16% |
$2.08K - $2.38K
|
10.4K
$1.34M
|
|
|
Nov 03, 2025
Q3 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
16New |
$1.96K - $2.24K
|
16
$2.05K
|
|
|
Oct 29, 2025
Q3 2025
|
J.Safra Asset Management Corp
|
BUY
|
- |
15New |
$1.84K - $2.1K
|
15
$1.92K
|
|