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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2023
Q4 2022
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
689+ 12.72% |
$55.3K - $65.5K
|
6.11K
$837K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
524New |
$42K - $49.8K
|
524
$71.8K
|
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
171New |
$13.7K - $16.3K
|
171
$23.4K
|
|
|
Feb 14, 2023
Q4 2022
|
First Manhattan CO
New York, NY |
BUY
|
- |
72New |
$5.78K - $6.84K
|
72
$9.87K
|
|
|
Jan 24, 2023
Q4 2022
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
47New |
$3.77K - $4.47K
|
47
$6.44K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
27New |
$2.17K - $2.57K
|
27
$3.7K
|
|
|
Feb 13, 2023
Q4 2022
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
21New |
$1.68K - $2K
|
21
$2.88K
|
|
|
Jan 11, 2023
Q4 2022
|
M&R Capital Management Inc
|
BUY
|
- |
19New |
$1.52K - $1.81K
|
19
$2.6K
|
|
|
Jan 23, 2023
Q4 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
16New |
$1.28K - $1.52K
|
16
$2.19K
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
7New |
$562 - $665
|
7
$960
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
3New |
$241 - $285
|
3
$411
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Azora Capital LP
Miami, FL |
BUY
|
- |
41.5K+ 101.29% |
$1.09M - $3.69M
|
82.5K
$11.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
19.9K+ 3.62% |
$523K - $1.77M
|
570K
$78.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Ergoteles LLC
New York, NY |
BUY
|
- |
10.3KNew |
$270K - $914K
|
10.3K
$1.41M
|
|
|
Nov 14, 2022
Q3 2022
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
- |
7.2K+ 171.43% |
$189K - $639K
|
11.4K
$1.56M
|
|
|
Nov 14, 2022
Q3 2022
|
Boulder Hill Capital Management LP
New York, NY |
BUY
|
- |
5.2KNew |
$137K - $462K
|
5.2K
$713K
|
|
|
Nov 02, 2022
Q3 2022
|
Hartford Investment Management CO
|
BUY
|
- |
1.58K+ 27.71% |
$41.6K - $140K
|
7.29K
$1M
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
1.03KNew |
$27.1K - $91.5K
|
1.03K
$141K
|
|
|
Dec 05, 2022
Q3 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
22+ 0.58% |
$578 - $1.95K
|
3.84K
$526K
|
|
| Q2 2022 | |||||||
|
Aug 12, 2022
Q2 2022
|
Agf Investments LLC
Boston, MA |
BUY
|
- |
2.92K+ 35.23% |
$223K - $281K
|
11.2K
$1.54M
|
|
|
Aug 15, 2022
Q2 2022
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
2.61KNew |
$199K - $250K
|
2.61K
$357K
|
|
|
Aug 05, 2022
Q2 2022
|
Convergence Investment Partners, LLC
|
BUY
|
- |
1.56KNew |
$119K - $150K
|
1.56K
$214K
|
|
|
Aug 15, 2022
Q2 2022
|
Hood River Capital Management LLC
Palm Beach Gardens, FL |
BUY
|
- |
174+ 2.64% |
$13.3K - $16.7K
|
6.77K
$929K
|
|
|
Aug 08, 2022
Q2 2022
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
152+ 2.44% |
$11.6K - $14.6K
|
6.39K
$875K
|
|
|
Aug 12, 2022
Q2 2022
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
19New |
$1.45K - $1.82K
|
19
$2.6K
|
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
5+ 20.0% |
$382 - $480
|
30
$4.11K
|
|
|
Jul 13, 2022
Q2 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
4New |
$306 - $384
|
4
$548
|
|
| Q1 2022 | |||||||
|
Apr 27, 2022
Q1 2022
|
Key F Inancial Inc
|
BUY
|
- |
139New |
$12.1K - $14.6K
|
139
$19.1K
|
|
| Q4 2021 | |||||||
|
Feb 09, 2022
Q4 2021
|
Curi Wealth Management, LLC
|
BUY
|
- |
200New |
$16.4K - $19.4K
|
200
$27.4K
|
|
| Q3 2021 | |||||||
|
Nov 12, 2021
Q3 2021
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
16.2KNew |
$1.13M - $1.3M
|
16.2K
$2.21M
|
|
|
Nov 12, 2021
Q3 2021
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
3.55KNew |
$248K - $286K
|
3.55K
$486K
|
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
3New |
$209 - $242
|
3
$411
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
PUT |
4.52KNew |
$332K - $372K
|
4.52K
$620K
|
|
|
Aug 05, 2021
Q2 2021
|
Financial Management Professionals, Inc.
|
BUY
|
- |
9New |
$660 - $740
|
9
$1.23K
|
|
| Q1 2021 | |||||||
|
May 17, 2021
Q1 2021
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
PUT |
280KNew |
$16.9M - $23.5M
|
280K
$38.4M
|
|
|
May 05, 2021
Q1 2021
|
Van Strum & Towne Inc.
San Francisco, CA |
BUY
|
- |
2.87KNew |
$173K - $241K
|
2.87K
$393K
|
|
| Q4 2020 | |||||||
|
Sep 21, 2023
Q4 2020
|
Jefferies Group LLC
New York, NY |
BUY
|
CALL |
10KNew |
$410K - $625K
|
10K
$1.37M
|
|
| Q3 2020 | |||||||
|
Nov 12, 2020
Q3 2020
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
8.33K+ 370.0% |
$314K - $395K
|
10.6K
$1.45M
|
|
| Q4 2019 | |||||||
|
Feb 12, 2020
Q4 2019
|
Connor, Clark & Lunn Investment Management Ltd.
|
BUY
|
- |
8.7KNew |
$528K - $623K
|
8.7K
$1.19M
|
|
|
Feb 24, 2020
Q4 2019
|
Steph & CO
|
BUY
|
- |
645New |
$39.1K - $46.2K
|
645
$88.4K
|
|
|
Feb 14, 2020
Q4 2019
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
100New |
$6.07K - $7.17K
|
100
$13.7K
|
|
| Q3 2019 | |||||||
|
Nov 14, 2019
Q3 2019
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
12.5K+ 100.0% |
$753K - $917K
|
25K
$3.43M
|
|
|
Nov 14, 2019
Q3 2019
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
5.96KNew |
$359K - $438K
|
5.96K
$817K
|
|
|
Mar 24, 2023
Q3 2019
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
2+ 3.45% |
$121 - $147
|
60
$8.22K
|
|
| Q2 2019 | |||||||
|
Aug 27, 2019
Q2 2019
|
River & Mercantile Asset Management LLP
London, X0 |
BUY
|
- |
1.85KNew |
$125K - $143K
|
1.85K
$254K
|
|
| Q1 2019 | |||||||
|
Jan 27, 2020
Q1 2019
|
Tsfg, LLC
|
BUY
|
- |
1.56KNew |
$100K - $118K
|
1.56K
$214K
|
|
| Q4 2018 | |||||||
|
Feb 14, 2019
Q4 2018
|
Hbk Investments L P
Dallas, TX |
BUY
|
- |
6.86K+ 118.26% |
$431K - $600K
|
12.7K
$1.74M
|
|
|
Jan 18, 2019
Q4 2018
|
Old Second National Bank Of Aurora
|
BUY
|
- |
200+ 100.0% |
$12.6K - $17.5K
|
400
$54.8K
|
|
| Q3 2018 | |||||||
|
Jul 13, 2023
Q3 2018
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
16.1KNew |
$1.37M - $1.48M
|
16.1K
$2.2M
|
|
|
Nov 15, 2018
Q3 2018
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
3.27KNew |
$278K - $301K
|
3.27K
$449K
|
|