Purchases and Sales Made in Q1 2023 in Wintrust Financial Corp (WTFC)
This table provides information about the institutional ownership of Wintrust Financial Corp (WTFC) during Q1 2023. 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 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
3.56KNew |
$248K - $341K
|
3.56K
$448K
|
|
|
May 02, 2023
Q1 2023
|
Pl Capital Advisors, LLC
Naples, FL |
BUY
|
- |
3.5KNew |
$244K - $335K
|
3.5K
$441K
|
|
|
May 12, 2023
Q1 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
3.46KNew |
$241K - $331K
|
3.46K
$436K
|
|
|
May 10, 2023
Q1 2023
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
3.44K+ 4.36% |
$240K - $329K
|
82.4K
$10.4M
|
|
|
May 12, 2023
Q1 2023
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
3.36KNew |
$234K - $322K
|
3.36K
$423K
|
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
3.22KNew |
$224K - $308K
|
3.22K
$405K
|
|
|
May 09, 2023
Q1 2023
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
3.07KNew |
$214K - $294K
|
3.07K
$387K
|
|
|
May 15, 2023
Q1 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
3.05K+ 1.76% |
$212K - $291K
|
176K
$22.2M
|
|
|
May 12, 2023
Q1 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
3.03KNew |
$211K - $290K
|
3.03K
$381K
|
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2.98KNew |
$207K - $285K
|
2.98K
$375K
|
|
|
May 15, 2023
Q1 2023
|
Graham Capital Management, L.P.
Rowayton, CT |
BUY
|
- |
2.8K+ 19.71% |
$195K - $268K
|
17K
$2.14M
|
|
|
Feb 14, 2024
Q1 2023
|
Kbc Group Nv
|
BUY
|
- |
2.44K+ 34.9% |
$170K - $233K
|
9.44K
$1.19M
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
2.07K+ 29.22% |
$144K - $198K
|
9.15K
$1.15M
|
|
|
May 03, 2023
Q1 2023
|
New Mexico Educational Retirement Board
|
BUY
|
- |
2K+ 22.22% |
$139K - $191K
|
11K
$1.39M
|
|
|
May 10, 2023
Q1 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
1.85K+ 136.24% |
$129K - $177K
|
3.2K
$403K
|
|
|
May 11, 2023
Q1 2023
|
Profund Advisors LLC
|
BUY
|
- |
1.74K+ 58.08% |
$121K - $167K
|
4.74K
$597K
|
|
|
May 15, 2023
Q1 2023
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
1.7K+ 22.52% |
$118K - $163K
|
9.24K
$1.16M
|
|
|
May 01, 2023
Q1 2023
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
1.58K+ 50.0% |
$110K - $152K
|
4.75K
$598K
|
|
|
May 12, 2023
Q1 2023
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
1.56K+ 1001.28% |
$109K - $149K
|
1.72K
$216K
|
|
|
Mar 29, 2024
Q1 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
1.56KNew |
$109K - $149K
|
1.56K
$197K
|
|
|
May 08, 2023
Q1 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
1.39K+ 366.67% |
$96.5K - $133K
|
1.76K
$222K
|
|
|
May 15, 2023
Q1 2023
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
1.38K+ 1.53% |
$96.4K - $132K
|
91.7K
$11.6M
|
|
|
May 08, 2023
Q1 2023
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
1.18K+ 13.64% |
$82.3K - $113K
|
9.84K
$1.24M
|
|
|
May 12, 2023
Q1 2023
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
1.13KNew |
$78.8K - $108K
|
1.13K
$142K
|
|
|
Apr 27, 2023
Q1 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1.1K+ 2.51% |
$76.6K - $105K
|
44.9K
$5.66M
|
|
|
May 10, 2023
Q1 2023
|
Keybank National Association
|
BUY
|
- |
1.04K+ 9.59% |
$72.4K - $99.4K
|
11.9K
$1.49M
|
|
|
Apr 24, 2023
Q1 2023
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
956+ 34.41% |
$66.6K - $91.4K
|
3.73K
$470K
|
|
|
May 11, 2023
Q1 2023
|
M&T Bank Corp
|
BUY
|
- |
853+ 14.41% |
$59.4K - $81.6K
|
6.77K
$853K
|
|
|
May 12, 2023
Q1 2023
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
812New |
$56.6K - $77.7K
|
812
$102K
|
|
|
Aug 16, 2024
Q1 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
805New |
$56.1K - $77K
|
805
$101K
|
|
|
Apr 11, 2023
Q1 2023
|
Telemus Capital, LLC
|
BUY
|
- |
783+ 32.18% |
$54.5K - $74.9K
|
3.22K
$405K
|
|
|
Apr 19, 2023
Q1 2023
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
779+ 18.96% |
$54.3K - $74.5K
|
4.89K
$616K
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
764+ 18.48% |
$53.2K - $73.1K
|
4.9K
$617K
|
|
|
May 03, 2023
Q1 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
761+ 30.92% |
$53K - $72.8K
|
3.22K
$406K
|
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
BUY
|
- |
686+ 1.99% |
$47.8K - $65.6K
|
35.2K
$4.43M
|
|
|
May 15, 2023
Q1 2023
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
651+ 3.09% |
$45.3K - $62.3K
|
21.7K
$2.73M
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
520+ 17.25% |
$36.2K - $49.7K
|
3.54K
$445K
|
|
|
May 04, 2023
Q1 2023
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
502+ 8.59% |
$35K - $48K
|
6.35K
$799K
|
|
|
Apr 27, 2023
Q1 2023
|
Arizona State Retirement System
|
BUY
|
- |
469+ 2.74% |
$32.7K - $44.9K
|
17.6K
$2.22M
|
|
|
May 15, 2023
Q1 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
465+ 14.77% |
$32.4K - $44.5K
|
3.61K
$455K
|
|
|
May 15, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
433+ 10.21% |
$30.2K - $41.4K
|
4.67K
$589K
|
|
|
May 12, 2023
Q1 2023
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
400+ 9.32% |
$27.9K - $38.3K
|
4.69K
$591K
|
|
|
May 03, 2023
Q1 2023
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
392+ 9.68% |
$27.3K - $37.5K
|
4.44K
$559K
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
389+ 13.18% |
$27.1K - $37.2K
|
3.34K
$421K
|
|
|
May 15, 2023
Q1 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
368+ 379.38% |
$25.6K - $35.2K
|
465
$58.6K
|
|
|
May 15, 2023
Q1 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
367+ 10.76% |
$25.6K - $35.1K
|
3.78K
$476K
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
343+ 192.7% |
$23.9K - $32.8K
|
521
$65.6K
|
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
308+ 113.24% |
$21.5K - $29.5K
|
580
$73K
|
|
|
Apr 14, 2023
Q1 2023
|
Chartwell Investment Partners, LLC
|
BUY
|
- |
255+ 3.46% |
$17.8K - $24.4K
|
7.63K
$961K
|
|
|
May 01, 2023
Q1 2023
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
232+ 0.77% |
$16.2K - $22.2K
|
30.5K
$3.84M
|