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 |
|---|---|---|---|---|---|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
371
shares
|
$46,931
0.0% of portfolio
|
Q3 2024
Reduced 0.27%
|
|
|
Whittier Trust CO
|
Oct 21, 2024 Q3 2024 |
346
shares
|
$43,769
0.0% of portfolio
|
Q2 2024
Reduced 40.14%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Oct 22, 2024 Q3 2024 |
326
shares
|
$41,239
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Quent Capital, LLC
|
Oct 04, 2024 Q3 2024 |
325
shares
|
$41,112
0.0% of portfolio
|
Q3 2024
Reduced 20.34%
|
|
|
Fifth Third Bancorp
|
Oct 17, 2024 Q3 2024 |
314
shares
|
$39,721
0.0% of portfolio
|
Q3 2024
Added 23.14%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
311
shares
|
$39,341
0.0% of portfolio
|
Q3 2024
Added 0.32%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
307
shares
|
$38,835
0.0% of portfolio
|
Q3 2024
Added 7.34%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
289
shares
|
$36,558
0.0% of portfolio
|
Q3 2024
Added 3.58%
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
265
shares
|
$33,522
0.0% of portfolio
|
Q3 2024
Reduced 4.68%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Oct 21, 2024 Q3 2024 |
263
shares
|
$33,269
0.01% of portfolio
|
Q3 2024
Reduced 6.07%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
247
shares
|
$31,245
0.0% of portfolio
|
Q3 2024
Reduced 5.0%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
230
shares
|
$29,095
0.0% of portfolio
|
Q3 2024
Reduced 38.99%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Oct 15, 2024 Q3 2024 |
209
shares
|
$26,438
0.0% of portfolio
|
Q1 2024
Reduced 16.4%
|
|
|
Barrow Hanley Mewhinney & Strauss LLC
Dallas, TX |
Nov 13, 2024 Q3 2024 |
203
shares
|
$25,679
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Rise Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
203
shares
|
$25,679
0.01% of portfolio
|
Q3 2024
Added 0.5%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
169
shares
|
$21,378
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
Nov 07, 2024 Q3 2024 |
169
shares
|
$21,378
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 24, 2024 Q3 2024 |
167
shares
|
$21,125
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Nov 13, 2024 Q3 2024 |
148
shares
|
$18,722
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Key F Inancial Inc
|
Oct 29, 2024 Q3 2024 |
139
shares
|
$17,583
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2024 Q3 2024 |
135
shares
|
$17,077
0.0% of portfolio
|
Q3 2024
Added 35.0%
|
|
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
Oct 17, 2024 Q3 2024 |
132
shares
|
$16,698
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Oct 24, 2024 Q3 2024 |
128
shares
|
$16,192
0.01% of portfolio
|
Q2 2024
Added 70.67%
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
128
shares
|
$16,192
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Hexagon Capital Partners LLC
|
Oct 08, 2024 Q3 2024 |
114
shares
|
$14,421
0.0% of portfolio
|
Q3 2024
Reduced 3.39%
|