Purchases and Sales Made in Q1 2024 in Wintrust Financial Corp (WTFC)
This table provides information about the institutional ownership of Wintrust Financial Corp (WTFC) during Q1 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 25, 2024
Q1 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
1.42K+ 4.53% |
$128K - $148K
|
32.7K
$4.48M
|
|
|
May 13, 2024
Q1 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
1.36K+ 31.14% |
$123K - $143K
|
5.74K
$786K
|
|
|
May 14, 2024
Q1 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
1.23K+ 10.81% |
$111K - $129K
|
12.6K
$1.73M
|
|
|
May 15, 2024
Q1 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
1.19KNew |
$108K - $125K
|
1.19K
$163K
|
|
|
May 13, 2024
Q1 2024
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
1.14K+ 2.35% |
$104K - $120K
|
49.9K
$6.83M
|
|
|
May 14, 2024
Q1 2024
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
1.03K+ 15.49% |
$93K - $107K
|
7.66K
$1.05M
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1K+ 18.48% |
$90.7K - $105K
|
6.42K
$880K
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
998+ 17.75% |
$90.4K - $104K
|
6.62K
$907K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
972+ 9720.0% |
$88K - $102K
|
982
$135K
|
|
|
May 13, 2024
Q1 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
820New |
$74.3K - $85.8K
|
820
$112K
|
|
|
May 15, 2024
Q1 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
811+ 17.64% |
$73.5K - $84.9K
|
5.41K
$741K
|
|
|
May 13, 2024
Q1 2024
|
Ethic Inc.
New York, NY |
BUY
|
- |
784+ 12.72% |
$71K - $82.1K
|
6.95K
$952K
|
|
|
May 03, 2024
Q1 2024
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
717+ 1.36% |
$64.9K - $75K
|
53.6K
$7.35M
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
691+ 17.23% |
$62.6K - $72.3K
|
4.7K
$645K
|
|
|
May 15, 2024
Q1 2024
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
669+ 0.77% |
$60.6K - $70K
|
87.1K
$11.9M
|
|
|
May 08, 2024
Q1 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
651+ 7.64% |
$59K - $68.1K
|
9.17K
$1.26M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
602+ 0.11% |
$54.5K - $63K
|
559K
$76.6M
|
|
|
Apr 23, 2024
Q1 2024
|
New Mexico Educational Retirement Board
|
BUY
|
- |
600+ 5.08% |
$54.3K - $62.8K
|
12.4K
$1.7M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
498+ 8.68% |
$45.1K - $52.1K
|
6.23K
$855K
|
|
|
May 02, 2024
Q1 2024
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
488+ 5.3% |
$44.2K - $51.1K
|
9.7K
$1.33M
|
|
|
May 09, 2024
Q1 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
480+ 1.41% |
$43.5K - $50.2K
|
34.6K
$4.74M
|
|
|
Aug 16, 2024
Q1 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
459+ 39.98% |
$41.6K - $48K
|
1.61K
$220K
|
|
|
Apr 30, 2024
Q1 2024
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
447New |
$40.5K - $46.8K
|
447
$61.3K
|
|
|
Apr 18, 2024
Q1 2024
|
State Of Michigan Retirement System
|
BUY
|
- |
400+ 2.73% |
$36.2K - $41.9K
|
15.1K
$2.06M
|
|
|
Apr 23, 2024
Q1 2024
|
Louisiana State Employees Retirement System
|
BUY
|
- |
400+ 2.33% |
$36.2K - $41.9K
|
17.6K
$2.41M
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO
|
BUY
|
- |
336+ 138.84% |
$30.4K - $35.2K
|
578
$79.2K
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
322+ 3.41% |
$29.2K - $33.7K
|
9.77K
$1.34M
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
319+ 195.71% |
$28.9K - $33.4K
|
482
$66.1K
|
|
|
May 14, 2024
Q1 2024
|
Chartwell Investment Partners, LLC
|
BUY
|
- |
310+ 2.49% |
$28.1K - $32.4K
|
12.7K
$1.75M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
309+ 5.89% |
$28K - $32.3K
|
5.56K
$762K
|
|
|
May 07, 2024
Q1 2024
|
Swiss National Bank
Zurich, V8 |
BUY
|
- |
300+ 0.25% |
$27.2K - $31.4K
|
121K
$16.6M
|
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
296+ 10.12% |
$26.8K - $31K
|
3.22K
$442K
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
273+ 8.63% |
$24.7K - $28.6K
|
3.44K
$471K
|
|
|
May 13, 2024
Q1 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
273+ 0.53% |
$24.7K - $28.6K
|
51.9K
$7.12M
|
|
|
Apr 11, 2024
Q1 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
254New |
$23K - $26.6K
|
254
$34.8K
|
|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
BUY
|
- |
250New |
$22.6K - $26.2K
|
250
$34.3K
|
|
|
May 13, 2024
Q1 2024
|
Nicholas Investment Partners, LP
Rancho Santa Fe, CA |
BUY
|
- |
249+ 0.34% |
$22.6K - $26.1K
|
72.5K
$9.94M
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
225+ 21.93% |
$20.4K - $23.6K
|
1.25K
$171K
|
|
|
Apr 09, 2024
Q1 2024
|
Rise Advisors, LLC
|
BUY
|
- |
202New |
$18.3K - $21.1K
|
202
$27.7K
|
|
|
Apr 11, 2024
Q1 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
201+ 70.03% |
$18.2K - $21K
|
488
$66.9K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Systems Of Alabama
|
BUY
|
- |
200+ 0.26% |
$18.1K - $20.9K
|
76.9K
$10.5M
|
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
200+ 17.68% |
$18.1K - $20.9K
|
1.33K
$182K
|
|
|
May 09, 2024
Q1 2024
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
190+ 0.7% |
$17.2K - $19.9K
|
27.2K
$3.72M
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
189+ 609.68% |
$17.1K - $19.8K
|
220
$30.2K
|
|
|
May 13, 2024
Q1 2024
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
174+ 4.79% |
$15.8K - $18.2K
|
3.81K
$522K
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
161+ 4.63% |
$14.6K - $16.9K
|
3.64K
$499K
|
|
|
Apr 18, 2024
Q1 2024
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
157+ 1.72% |
$14.2K - $16.4K
|
9.29K
$1.27M
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
157+ 5.54% |
$14.2K - $16.4K
|
2.99K
$410K
|
|
|
May 02, 2024
Q1 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
132New |
$12K - $13.8K
|
132
$18.1K
|
|
|
May 13, 2024
Q1 2024
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
127+ 22.8% |
$11.5K - $13.3K
|
684
$93.8K
|