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 |
|---|---|---|---|---|---|---|---|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
2K+ 36.61% |
$208K - $277K
|
7.46K
$882K
|
|
|
Jan 28, 2025
Q4 2024
|
Arcataur Capital Management LLC
Milwaukee, WI |
BUY
|
- |
1.8KNew |
$187K - $249K
|
1.8K
$213K
|
|
|
Feb 12, 2025
Q4 2024
|
Providence Wealth Advisors, LLC
Frankfort, IL |
BUY
|
- |
1.74KNew |
$181K - $241K
|
1.74K
$205K
|
|
|
Jan 21, 2025
Q4 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
1.72KNew |
$179K - $238K
|
1.72K
$203K
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
1.69KNew |
$176K - $235K
|
1.69K
$200K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
1.65KNew |
$172K - $228K
|
1.65K
$195K
|
|
|
Jan 17, 2025
Q4 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
1.65KNew |
$171K - $228K
|
1.65K
$194K
|
|
|
Feb 11, 2025
Q4 2024
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
1.62KNew |
$169K - $225K
|
1.62K
$192K
|
|
|
Feb 14, 2025
Q4 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
880New |
$91.7K - $122K
|
880
$104K
|
|
|
Feb 13, 2025
Q4 2024
|
Alpha Dna Investment Management LLC
Columbia, MD |
BUY
|
- |
353+ 7.63% |
$36.8K - $48.9K
|
4.98K
$589K
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
348New |
$36.2K - $48.2K
|
348
$41.1K
|
|
|
Jan 22, 2025
Q4 2024
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
190+ 1.95% |
$19.8K - $26.3K
|
9.91K
$1.17M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
146+ 63.48% |
$15.2K - $20.2K
|
376
$44.4K
|
|
|
Feb 04, 2025
Q4 2024
|
Access Investment Management LLC
Atlanta, GA |
BUY
|
- |
130+ 0.73% |
$13.5K - $18K
|
17.9K
$2.11M
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
84New |
$8.75K - $11.6K
|
84
$9.93K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
81New |
$8.44K - $11.2K
|
81
$9.58K
|
|
|
Apr 01, 2025
Q4 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
46New |
$4.79K - $6.37K
|
46
$5.44K
|
|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
BUY
|
- |
37New |
$3.85K - $5.12K
|
37
$4.37K
|
|
|
Feb 10, 2025
Q4 2024
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
34New |
$3.54K - $4.71K
|
34
$4.02K
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
27New |
$2.81K - $3.74K
|
27
$3.19K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
26+ 3.8% |
$2.71K - $3.6K
|
711
$84K
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
13New |
$1.35K - $1.8K
|
13
$1.54K
|
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
7New |
$729 - $970
|
7
$827
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
4New |
$417 - $554
|
4
$473
|
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
2New |
$208 - $277
|
2
$236
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
2New |
$208 - $277
|
2
$236
|
|
| Q3 2024 | |||||||
|
Nov 12, 2024
Q3 2024
|
Siena Capital Partners Gp, LLC
|
BUY
|
- |
48.3KNew |
$4.65M - $5.4M
|
48.3K
$5.71M
|
|
|
Nov 13, 2024
Q3 2024
|
Eam Global Investors LLC
Solana Beach, CA |
BUY
|
- |
32.1KNew |
$3.1M - $3.6M
|
32.1K
$3.8M
|
|
|
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
$7.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Man Group PLC
London, X0 |
BUY
|
- |
13.1KNew |
$1.26M - $1.46M
|
13.1K
$1.55M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
10.8K+ 5.19% |
$1.04M - $1.21M
|
219K
$25.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
8.15KNew |
$786K - $912K
|
8.15K
$963K
|
|
|
Nov 07, 2024
Q3 2024
|
Lmr Partners LLP
London, X0 |
BUY
|
- |
4.6KNew |
$443K - $515K
|
4.6K
$544K
|
|
|
Nov 12, 2024
Q3 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
4.31KNew |
$416K - $482K
|
4.31K
$509K
|
|
|
Nov 14, 2024
Q3 2024
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
3.44KNew |
$332K - $385K
|
3.44K
$406K
|
|
|
Oct 04, 2024
Q3 2024
|
Handelsbanken Fonder Ab
|
BUY
|
- |
3.3K+ 26.78% |
$318K - $369K
|
15.6K
$1.85M
|
|
|
Nov 01, 2024
Q3 2024
|
Strs Ohio
|
BUY
|
- |
2.81K+ 2.72% |
$271K - $315K
|
106K
$12.6M
|
|
|
Nov 04, 2024
Q3 2024
|
Los Angeles Capital Management LLC
|
BUY
|
- |
2.8KNew |
$270K - $314K
|
2.8K
$331K
|
|
|
Nov 01, 2024
Q3 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
2.51KNew |
$242K - $281K
|
2.51K
$297K
|
|
|
Nov 14, 2024
Q3 2024
|
Systematic Financial Management LP
Teaneck, NJ |
BUY
|
- |
2.45KNew |
$236K - $274K
|
2.45K
$290K
|
|
|
Nov 14, 2024
Q3 2024
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
2.41KNew |
$232K - $269K
|
2.41K
$285K
|
|
|
Nov 14, 2024
Q3 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
PUT |
2.4KNew |
$231K - $269K
|
2.4K
$284K
|
|
|
Oct 25, 2024
Q3 2024
|
S.A. Mason LLC
|
BUY
|
- |
2.21KNew |
$213K - $247K
|
2.21K
$261K
|
|
|
Nov 12, 2024
Q3 2024
|
Horizon Investment Services, LLC
Hammond, IN |
BUY
|
- |
2.08KNew |
$200K - $233K
|
2.08K
$246K
|
|
|
Nov 15, 2024
Q3 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
1.93KNew |
$186K - $216K
|
1.93K
$228K
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
1.36KNew |
$132K - $153K
|
1.36K
$161K
|
|
|
Oct 16, 2024
Q3 2024
|
Hunter Perkins Capital Management, LLC
|
BUY
|
- |
1.21K+ 14.42% |
$116K - $135K
|
9.56K
$1.13M
|
|
|
Oct 22, 2024
Q3 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
545+ 111.68% |
$52.6K - $61K
|
1.03K
$122K
|
|
|
Nov 07, 2024
Q3 2024
|
Princeton Capital Management LLC
Red Bank, NJ |
BUY
|
- |
500+ 24.13% |
$48.2K - $55.9K
|
2.57K
$304K
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
326New |
$31.4K - $36.5K
|
326
$38.5K
|
|