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 |
|---|---|---|---|---|---|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2024 Q3 2024 |
22
shares
|
$2,770
0.0% of portfolio
|
Q3 2024
Added 144.44%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Oct 25, 2024 Q3 2024 |
20
shares
|
$2,518
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Oct 16, 2024 Q3 2024 |
18
shares
|
$2,266
0.0% of portfolio
|
Q4 2023
Added 12.5%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
18
shares
|
$2,266
0.0% of portfolio
|
Q3 2024
Added 63.64%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
17
shares
|
$2,140
0.0% of portfolio
|
Q3 2019
Added 3.45%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Oct 08, 2024 Q3 2024 |
17
shares
|
$2,140
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
16
shares
|
$2,014
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 18, 2024 Q3 2024 |
15
shares
|
$1,888
0.0% of portfolio
|
Q3 2024
Reduced 25.0%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Oct 08, 2024 Q3 2024 |
15
shares
|
$1,888
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Oct 16, 2024 Q3 2024 |
13
shares
|
$1,637
0.0% of portfolio
|
Q2 2024
Added 18.18%
|
|
|
Hantz Financial Services, Inc.
|
Nov 13, 2024 Q3 2024 |
12
shares
|
$1,511
0.0% of portfolio
|
Q1 2024
Reduced 64.71%
|
|
|
Capital Performance Advisors LLP
|
Nov 01, 2024 Q3 2024 |
12
shares
|
$1,511
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Concord Wealth Partners
|
Oct 24, 2024 Q3 2024 |
12
shares
|
$1,511
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Oct 24, 2024 Q3 2024 |
9
shares
|
$1,133
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
9
shares
|
$1,133
0.0% of portfolio
|
Q2 2023
Reduced 98.41%
|
|
|
Riverview Trust CO
|
Oct 17, 2024 Q3 2024 |
9
shares
|
$1,133
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Claris Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
4
shares
|
$503
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bokf, Na
Tulsa, OK |
Nov 14, 2024 Q3 2024 |
3
shares
|
$377
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Country Trust Bank
|
Oct 08, 2024 Q3 2024 |
2
shares
|
$251
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Tfc Financial Management
|
Oct 24, 2024 Q3 2024 |
1
shares
|
$125
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Mendota Financial Group, LLC
Madison, WI |
Oct 09, 2024 Q3 2024 |
1
shares
|
$125
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Oct 16, 2024 Q3 2024 |
1
shares
|
$125
0.0% of portfolio
|
Q2 2024
Reduced 99.92%
|