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 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
212+ 57.61% |
$14.8K - $20.3K
|
580
$73K
|
|
|
May 04, 2023
Q1 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
193+ 33.57% |
$13.4K - $18.5K
|
768
$96.7K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
188+ 106.21% |
$13.1K - $18K
|
365
$46K
|
|
|
May 15, 2023
Q1 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
187+ 0.83% |
$13K - $17.9K
|
22.7K
$2.86M
|
|
|
May 15, 2023
Q1 2023
|
Quarry LP
New York, NY |
BUY
|
- |
176+ 36.14% |
$12.3K - $16.8K
|
663
$83.5K
|
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
172+ 32.27% |
$12K - $16.5K
|
705
$88.8K
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
149+ 1.7% |
$10.4K - $14.3K
|
8.9K
$1.12M
|
|
|
May 12, 2023
Q1 2023
|
Pine Bridge Investments, L.P.
|
BUY
|
- |
143+ 35.14% |
$9.96K - $13.7K
|
550
$69.3K
|
|
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
126+ 2.97% |
$8.78K - $12.1K
|
4.37K
$551K
|
|
|
May 10, 2023
Q1 2023
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
BUY
|
- |
123+ 3.95% |
$8.57K - $11.8K
|
3.24K
$408K
|
|
|
Apr 11, 2023
Q1 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
120New |
$8.36K - $11.5K
|
120
$15.1K
|
|
|
Apr 26, 2023
Q1 2023
|
Peregrine Capital Management LLC
|
BUY
|
- |
120New |
$8.36K - $11.5K
|
120
$15.1K
|
|
|
May 15, 2023
Q1 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
118+ 5900.0% |
$8.22K - $11.3K
|
120
$15.1K
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
111+ 382.76% |
$7.73K - $10.6K
|
140
$17.6K
|
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
109+ 15.06% |
$7.59K - $10.4K
|
833
$105K
|
|
|
Apr 19, 2023
Q1 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
83New |
$5.78K - $7.94K
|
83
$10.5K
|
|
|
Apr 19, 2023
Q1 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
75+ 0.72% |
$5.22K - $7.17K
|
10.6K
$1.33M
|
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
71+ 3.61% |
$4.95K - $6.79K
|
2.04K
$257K
|
|
|
May 11, 2023
Q1 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
54+ 4.63% |
$3.76K - $5.17K
|
1.22K
$154K
|
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
54New |
$3.76K - $5.17K
|
54
$6.8K
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
49+ 350.0% |
$3.41K - $4.69K
|
63
$7.93K
|
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
45New |
$3.13K - $4.3K
|
45
$5.67K
|
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
45+ 1125.0% |
$3.13K - $4.3K
|
49
$6.17K
|
|
|
May 02, 2023
Q1 2023
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
35+ 0.11% |
$2.44K - $3.35K
|
32.5K
$4.09M
|
|
|
May 09, 2023
Q1 2023
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
33+ 0.12% |
$2.3K - $3.16K
|
27.4K
$3.45M
|
|
|
May 12, 2023
Q1 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
25+ 8.28% |
$1.74K - $2.39K
|
327
$41.2K
|
|
|
May 09, 2023
Q1 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
25New |
$1.74K - $2.39K
|
25
$3.15K
|
|
|
Apr 11, 2023
Q1 2023
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
22+ 0.37% |
$1.53K - $2.1K
|
5.97K
$752K
|
|
|
May 05, 2023
Q1 2023
|
Steward Financial Group LLC
|
BUY
|
- |
19+ 86.36% |
$1.32K - $1.82K
|
41
$5.16K
|
|
|
May 10, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
19New |
$1.32K - $1.82K
|
19
$2.39K
|
|
|
May 16, 2023
Q1 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
18New |
$1.25K - $1.72K
|
18
$2.27K
|
|
|
May 11, 2023
Q1 2023
|
Cornercap Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
16+ 0.12% |
$1.11K - $1.53K
|
13.1K
$1.65M
|
|
|
Apr 17, 2023
Q1 2023
|
Xponance, Inc.
|
BUY
|
- |
13+ 0.16% |
$905 - $1.24K
|
8.02K
$1.01M
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
11+ 13.25% |
$766 - $1.05K
|
94
$11.8K
|
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
10New |
$697 - $957
|
10
$1.26K
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
8+ 1.17% |
$557 - $765
|
694
$87.4K
|
|
|
May 05, 2023
Q1 2023
|
Assetmark, Inc
|
BUY
|
- |
7New |
$488 - $670
|
7
$882
|
|
|
Apr 24, 2023
Q1 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
7+ 6.25% |
$488 - $670
|
119
$15K
|
|
|
Apr 26, 2023
Q1 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
6+ 1.45% |
$418 - $574
|
419
$52.8K
|
|
|
Apr 05, 2023
Q1 2023
|
Rise Advisors, LLC
|
BUY
|
- |
6New |
$418 - $574
|
6
$756
|
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
6New |
$418 - $574
|
6
$756
|
|
|
May 05, 2023
Q1 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
6New |
$418 - $574
|
6
$756
|
|
|
May 15, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
4New |
$279 - $383
|
4
$504
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
3New |
$209 - $287
|
3
$378
|
|
|
May 15, 2023
Q1 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
3New |
$209 - $287
|
3
$378
|
|
|
May 08, 2023
Q1 2023
|
Tfc Financial Management
|
BUY
|
- |
3New |
$209 - $287
|
3
$378
|
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
3+ 27.27% |
$209 - $287
|
14
$1.76K
|
|
|
May 03, 2023
Q1 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
1+ 50.0% |
$69.7 - $95.7
|
3
$378
|
|
|
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-1Closed |
$69.7 - $95.7
|
0
$0
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-1- 25.0% |
$69.7 - $95.7
|
3
$378
|