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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
356+ 62.9% |
$38.4K - $48.7K
|
922
$125K
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
329New |
$35.5K - $45K
|
329
$44.5K
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
315+ 0.66% |
$33.9K - $43.1K
|
48.2K
$6.53M
|
|
|
May 08, 2025
Q1 2025
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
309+ 9.24% |
$33.3K - $42.3K
|
3.65K
$495K
|
|
|
May 14, 2025
Q1 2025
|
Quest Partners LLC
New York, NY |
BUY
|
- |
297New |
$32K - $40.7K
|
297
$40.2K
|
|
|
May 13, 2025
Q1 2025
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
BUY
|
- |
272+ 0.1% |
$29.3K - $37.2K
|
284K
$38.5M
|
|
|
May 05, 2025
Q1 2025
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
269+ 2.87% |
$29K - $36.8K
|
9.63K
$1.3M
|
|
|
May 15, 2025
Q1 2025
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
236New |
$25.4K - $32.3K
|
236
$31.9K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
235+ 3.92% |
$25.3K - $32.2K
|
6.23K
$843K
|
|
|
Apr 29, 2025
Q1 2025
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
223+ 10.79% |
$24K - $30.5K
|
2.29K
$310K
|
|
|
Apr 28, 2025
Q1 2025
|
Calamos Advisors LLC
|
BUY
|
- |
221+ 0.84% |
$23.8K - $30.3K
|
26.5K
$3.59M
|
|
|
Apr 17, 2025
Q1 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
219+ 0.81% |
$23.6K - $30K
|
27.2K
$3.68M
|
|
|
May 09, 2025
Q1 2025
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
BUY
|
- |
218+ 0.93% |
$23.5K - $29.8K
|
23.6K
$3.2M
|
|
|
May 07, 2025
Q1 2025
|
Picton Mahoney Asset Management
Toronto, A6 |
BUY
|
- |
216New |
$23.3K - $29.6K
|
216
$29.2K
|
|
|
Apr 24, 2025
Q1 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
215+ 1264.71% |
$23.2K - $29.4K
|
232
$31.4K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
209New |
$22.5K - $28.6K
|
209
$28.3K
|
|
|
May 14, 2025
Q1 2025
|
F
|
BUY
|
- |
205+ 0.47% |
$22.1K - $28.1K
|
43.9K
$5.94M
|
|
|
Apr 30, 2025
Q1 2025
|
State Of Michigan Retirement System
|
BUY
|
- |
200+ 1.27% |
$21.6K - $27.4K
|
16K
$2.16M
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
197+ 5.57% |
$21.2K - $27K
|
3.73K
$505K
|
|
|
May 05, 2025
Q1 2025
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
167+ 4.3% |
$18K - $22.9K
|
4.05K
$548K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
165+ 7.3% |
$17.8K - $22.6K
|
2.43K
$328K
|
|
|
Apr 23, 2025
Q1 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
BUY
|
- |
162New |
$17.5K - $22.2K
|
162
$21.9K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
158+ 4.16% |
$17K - $21.6K
|
3.96K
$536K
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
BUY
|
- |
155+ 2.02% |
$16.7K - $21.2K
|
7.85K
$1.06M
|
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
147+ 2.59% |
$15.8K - $20.1K
|
5.82K
$788K
|
|
|
May 15, 2025
Q1 2025
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
135+ 6.36% |
$14.5K - $18.5K
|
2.26K
$306K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
126+ 25.87% |
$13.6K - $17.3K
|
613
$83K
|
|
|
Apr 30, 2025
Q1 2025
|
Xponance, Inc.
|
BUY
|
- |
123+ 1.63% |
$13.3K - $16.8K
|
7.65K
$1.03M
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
114New |
$12.3K - $15.6K
|
114
$15.4K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
113New |
$12.2K - $15.5K
|
113
$15.3K
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
109+ 0.58% |
$11.7K - $14.9K
|
19.1K
$2.58M
|
|
|
May 01, 2025
Q1 2025
|
Securian Asset Management, Inc
|
BUY
|
- |
100+ 2.0% |
$10.8K - $13.7K
|
5.1K
$690K
|
|
|
May 08, 2025
Q1 2025
|
Bayforest Capital LTD
London, X0 |
BUY
|
- |
94New |
$10.1K - $12.9K
|
94
$12.7K
|
|
|
Apr 21, 2025
Q1 2025
|
Retirement Systems Of Alabama
|
BUY
|
- |
84+ 0.1% |
$9.05K - $11.5K
|
80.9K
$11M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
70New |
$7.54K - $9.58K
|
70
$9.47K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
70+ 0.39% |
$7.54K - $9.58K
|
18K
$2.44M
|
|
|
May 15, 2025
Q1 2025
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
66+ 0.45% |
$7.11K - $9.04K
|
14.9K
$2.01M
|
|
|
May 06, 2025
Q1 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
66+ 3.06% |
$7.11K - $9.04K
|
2.22K
$301K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
60+ 5.13% |
$6.47K - $8.22K
|
1.23K
$166K
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
58+ 0.9% |
$6.25K - $7.94K
|
6.52K
$883K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
50+ 10.71% |
$5.39K - $6.85K
|
517
$70K
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
50New |
$5.39K - $6.85K
|
50
$6.77K
|
|
|
May 15, 2025
Q1 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
44+ 2.32% |
$4.74K - $6.02K
|
1.94K
$262K
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
44New |
$4.74K - $6.02K
|
44
$5.96K
|
|
|
May 14, 2025
Q1 2025
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
38+ 61.29% |
$4.09K - $5.2K
|
100
$13.5K
|
|
|
May 13, 2025
Q1 2025
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
38+ 2.02% |
$4.09K - $5.2K
|
1.92K
$260K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
37+ 6.54% |
$3.99K - $5.07K
|
603
$81.6K
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
37+ 925.0% |
$3.99K - $5.07K
|
41
$5.55K
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
35+ 0.7% |
$3.77K - $4.79K
|
5.05K
$684K
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
35+ 291.67% |
$3.77K - $4.79K
|
47
$6.36K
|