Institutional Ownership Wintrust Financial Corp (WTFC)
This table provides information about the institutional ownership of Wintrust Financial Corp (WTFC). We have compiled data on the 427 institutions that hold shares in the stock, with a total of 53.5 Million shares, which have been reported (via 13F filing form) to have a value of $6.73 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Fairhaven Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
2,380
shares
|
$301,070
0.08% of portfolio
|
Q4 2023
New holding
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 12, 2024 Q3 2024 |
2,351
shares
|
$297,401
0.0% of portfolio
|
Q3 2024
Added 2.13%
|
|
|
West Michigan Advisors, LLC
Holland, MI |
Oct 23, 2024 Q3 2024 |
2,272
shares
|
$287,408
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Gitterman Wealth Management, LLC
|
Nov 13, 2024 Q3 2024 |
2,260
shares
|
$285,890
0.1% of portfolio
|
Q3 2024
Added 1.48%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
2,226
shares
|
$281,589
0.0% of portfolio
|
Q3 2024
Reduced 32.13%
|
|
|
S.A. Mason LLC
|
Oct 25, 2024 Q3 2024 |
2,205
shares
|
$278,932
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Quest Partners LLC
New York, NY |
Nov 07, 2024 Q3 2024 |
2,188
shares
|
$276,782
0.02% of portfolio
|
Q3 2024
Added 36366.67%
|
|
|
Chicago Wealth Management, Inc.
Chicago, IL |
Nov 12, 2024 Q3 2024 |
2,161
shares
|
$273,366
0.13% of portfolio
|
Q4 2023
New holding
|
|
|
Flynn Zito Capital Management, LLC
|
Nov 04, 2024 Q3 2024 |
2,135
shares
|
$270,077
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
2,128
shares
|
$269,192
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Nov 07, 2024 Q3 2024 |
2,088
shares
|
$264,132
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Horizon Investment Services, LLC
Hammond, IN |
Nov 12, 2024 Q3 2024 |
2,079
shares
|
$262,993
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Kbc Group Nv
|
Nov 06, 2024 Q3 2024 |
2,009
shares
|
$254,138
0.0% of portfolio
|
Q3 2024
Reduced 81.45%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Nov 04, 2024 Q3 2024 |
1,952
shares
|
$246,928
0.01% of portfolio
|
Q3 2024
Added 508.1%
|
|
|
Y Intercept (Hong Kong) LTD
|
Nov 15, 2024 Q3 2024 |
1,931
shares
|
$244,271
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 15, 2024 Q3 2024 |
1,848
shares
|
$233,772
0.02% of portfolio
|
Q3 2024
Reduced 4.4%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Nov 18, 2024 Q3 2024 |
1,742
shares
|
$220,363
0.01% of portfolio
|
Q3 2024
Added 23.99%
|
|
|
N Verses Capital, LLC
Wellington, FL |
Oct 16, 2024 Q3 2024 |
1,600
shares
|
$202,400
0.08% of portfolio
|
Q3 2024
Reduced 5.88%
|
|
|
Tsfg, LLC
|
Oct 15, 2024 Q3 2024 |
1,560
shares
|
$197,340
0.04% of portfolio
|
Q1 2019
New holding
|
|
|
Parkside Financial Bank & Trust
|
Nov 07, 2024 Q3 2024 |
1,538
shares
|
$194,557
0.02% of portfolio
|
Q3 2024
Added 13.01%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
1,524
shares
|
$192,786
0.01% of portfolio
|
Q2 2024
Reduced 2.18%
|
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
Oct 25, 2024 Q3 2024 |
1,364
shares
|
$172,546
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 17, 2024 Q3 2024 |
1,361
shares
|
$172,166
0.0% of portfolio
|
Q3 2024
Reduced 4.89%
|
|
|
Harvest Fund Management Co., LTD
Beijing, F4 |
Nov 12, 2024 Q3 2024 |
1,302
shares
|
$164,703
0.01% of portfolio
|
Q4 2023
Added 134.59%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
1,135
shares
|
$143,577
0.0% of portfolio
|
Q3 2024
Added 387.12%
|