Purchases and Sales Made in Q1 2022 in Wintrust Financial Corp (WTFC)
This table provides information about the institutional ownership of Wintrust Financial Corp (WTFC) during Q1 2022. The information is specifically focused on institutions that hold shares of WINTRUST FINANCIAL CORP.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 04, 2022
Q1 2022
|
California Public Employees Retirement System
Sacramento, CA |
BUY
|
- |
95+ 0.07% |
$8.29K - $9.98K
|
129K
$17.7M
|
|
Jul 20, 2022
Q1 2022
|
Triasima Portfolio Management Inc.
|
BUY
|
- |
85New |
$7.42K - $8.93K
|
85
$11.7K
|
|
May 09, 2022
Q1 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
84+ 2.93% |
$7.33K - $8.83K
|
2.95K
$404K
|
|
Apr 19, 2022
Q1 2022
|
Paragon Capital Management LTD
|
BUY
|
- |
83+ 3.27% |
$7.25K - $8.72K
|
2.63K
$360K
|
|
May 04, 2022
Q1 2022
|
Arizona State Retirement System
|
BUY
|
- |
58+ 0.38% |
$5.06K - $6.09K
|
15.4K
$2.11M
|
|
May 12, 2022
Q1 2022
|
Quent Capital, LLC
|
BUY
|
- |
58+ 69.88% |
$5.06K - $6.09K
|
141
$19.3K
|
|
May 16, 2022
Q1 2022
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
49+ 0.16% |
$4.28K - $5.15K
|
30.3K
$4.15M
|
|
May 13, 2022
Q1 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
43+ 1.32% |
$3.75K - $4.52K
|
3.29K
$451K
|
|
May 04, 2022
Q1 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
43+ 1.22% |
$3.75K - $4.52K
|
3.58K
$491K
|
|
May 02, 2022
Q1 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
42+ 2.09% |
$3.67K - $4.41K
|
2.06K
$282K
|
|
May 16, 2022
Q1 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
40New |
$3.49K - $4.2K
|
40
$5.48K
|
|
May 16, 2022
Q1 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
34+ 0.54% |
$2.97K - $3.57K
|
6.31K
$865K
|
|
May 04, 2022
Q1 2022
|
State Of Michigan Retirement System
|
BUY
|
- |
34+ 0.24% |
$2.97K - $3.57K
|
14.5K
$1.98M
|
|
May 12, 2022
Q1 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
31New |
$2.71K - $3.26K
|
31
$4.25K
|
|
May 10, 2022
Q1 2022
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
30New |
$2.62K - $3.15K
|
30
$4.11K
|
|
May 02, 2022
Q1 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
30+ 150.0% |
$2.62K - $3.15K
|
50
$6.85K
|
|
Jul 14, 2022
Q1 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
29New |
$2.53K - $3.05K
|
29
$3.98K
|
|
May 16, 2022
Q1 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
25+ 0.5% |
$2.18K - $2.63K
|
5.07K
$695K
|
|
May 10, 2022
Q1 2022
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
19+ 0.32% |
$1.66K - $2K
|
6.04K
$828K
|
|
May 09, 2022
Q1 2022
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
18+ 0.19% |
$1.57K - $1.89K
|
9.47K
$1.3M
|
|
Apr 22, 2022
Q1 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
14New |
$1.22K - $1.47K
|
14
$1.92K
|
|
May 12, 2022
Q1 2022
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
5+ 0.18% |
$437 - $525
|
2.73K
$374K
|
|
May 11, 2022
Q1 2022
|
Meristem Family Wealth, LLC
Minnetonka, MN |
BUY
|
- |
4+ 0.14% |
$349 - $420
|
2.97K
$407K
|
|
Apr 22, 2022
Q1 2022
|
Allworth Financial LP
|
BUY
|
- |
4+ 2.13% |
$349 - $420
|
192
$26.3K
|
|
May 05, 2022
Q1 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
3New |
$262 - $315
|
3
$411
|
|
Apr 21, 2022
Q1 2022
|
Cwm, LLC
|
BUY
|
- |
3+ 7.5% |
$262 - $315
|
43
$5.89K
|
|
May 10, 2022
Q1 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
3New |
$262 - $315
|
3
$411
|
|
Nov 07, 2023
Q1 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
3+ 42.86% |
$262 - $315
|
10
$1.37K
|
|
May 16, 2022
Q1 2022
|
Schubert & CO
|
BUY
|
- |
1+ 10.0% |
$87.3 - $105
|
11
$1.51K
|
|
May 06, 2022
Q1 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
1+ 0.27% |
$87.3 - $105
|
373
$51.1K
|
|
May 12, 2022
Q1 2022
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-1Closed |
$87.3 - $105
|
0
$0
|
|
May 17, 2022
Q1 2022
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-2Closed |
$175 - $210
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-3- 1.36% |
$262 - $315
|
217
$29.7K
|
|
May 16, 2022
Q1 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-4- 0.09% |
$349 - $420
|
4.57K
$626K
|
|
May 05, 2022
Q1 2022
|
Washington Trust CO
|
SELL
|
- |
-4- 20.0% |
$349 - $420
|
16
$2.19K
|
|
Apr 20, 2022
Q1 2022
|
Concord Wealth Partners
|
SELL
|
- |
-7Closed |
$611 - $735
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Covestor LTD
Boston, MA |
SELL
|
- |
-8- 4.82% |
$698 - $840
|
158
$21.7K
|
|
May 16, 2022
Q1 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-13- 0.28% |
$1.13K - $1.37K
|
4.64K
$637K
|
|
Apr 19, 2022
Q1 2022
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-18- 13.74% |
$1.57K - $1.89K
|
113
$15.5K
|
|
Apr 19, 2022
Q1 2022
|
Ellevest, Inc.
|
SELL
|
- |
-20Closed |
$1.75K - $2.1K
|
0
$0
|
|
Apr 28, 2022
Q1 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-24- 5.99% |
$2.1K - $2.52K
|
377
$51.7K
|
|
May 11, 2022
Q1 2022
|
Coldstream Capital Management Inc
|
SELL
|
- |
-30- 0.95% |
$2.62K - $3.15K
|
3.13K
$429K
|
|
May 06, 2022
Q1 2022
|
Sageworth Trust CO Of South Dakota
|
SELL
|
- |
-33- 14.54% |
$2.88K - $3.47K
|
194
$26.6K
|
|
May 10, 2022
Q1 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-41- 10.59% |
$3.58K - $4.31K
|
346
$47.4K
|
|
Apr 27, 2022
Q1 2022
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-60- 1.9% |
$5.24K - $6.3K
|
3.09K
$424K
|
|
Apr 21, 2022
Q1 2022
|
Lindbrook Capital, LLC
|
SELL
|
- |
-78- 16.81% |
$6.81K - $8.19K
|
386
$52.9K
|
|
May 11, 2022
Q1 2022
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-84- 2.78% |
$7.33K - $8.83K
|
2.94K
$403K
|
|
May 04, 2022
Q1 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-94- 0.23% |
$8.21K - $9.88K
|
40.1K
$5.49M
|
|
Apr 27, 2022
Q1 2022
|
New York State Teachers Retirement System
|
SELL
|
- |
-100- 0.11% |
$8.73K - $10.5K
|
94.5K
$12.9M
|
|
Apr 06, 2022
Q1 2022
|
Telemus Capital, LLC
|
SELL
|
- |
-104- 3.76% |
$9.08K - $10.9K
|
2.67K
$365K
|