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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
124+ 1.45% |
$11.2K - $13K
|
8.67K
$1.19M
|
|
|
Apr 26, 2024
Q1 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
123New |
$11.1K - $12.9K
|
123
$16.9K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
116New |
$10.5K - $12.1K
|
116
$15.9K
|
|
|
May 07, 2024
Q1 2024
|
Meeder Asset Management Inc
|
BUY
|
- |
113New |
$10.2K - $11.8K
|
113
$15.5K
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
113+ 1.16% |
$10.2K - $11.8K
|
9.88K
$1.35M
|
|
|
Apr 25, 2024
Q1 2024
|
Shaker Investments LLC
|
BUY
|
- |
112+ 0.33% |
$10.1K - $11.7K
|
34.3K
$4.7M
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
98+ 14.48% |
$8.88K - $10.3K
|
775
$106K
|
|
|
May 08, 2024
Q1 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
97New |
$8.79K - $10.2K
|
97
$13.3K
|
|
|
May 14, 2024
Q1 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
82New |
$7.43K - $8.58K
|
82
$11.2K
|
|
|
Apr 05, 2024
Q1 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
81+ 19.19% |
$7.34K - $8.48K
|
503
$69K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
78+ 33.62% |
$7.06K - $8.16K
|
310
$42.5K
|
|
|
May 14, 2024
Q1 2024
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
71+ 0.04% |
$6.43K - $7.43K
|
191K
$26.2M
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
57New |
$5.16K - $5.97K
|
57
$7.81K
|
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
49+ 0.07% |
$4.44K - $5.13K
|
74.5K
$10.2M
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
44New |
$3.99K - $4.61K
|
44
$6.03K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
40+ 12.54% |
$3.62K - $4.19K
|
359
$49.2K
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
35+ 10.51% |
$3.17K - $3.66K
|
368
$50.4K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
35+ 0.26% |
$3.17K - $3.66K
|
13.7K
$1.87M
|
|
|
May 08, 2024
Q1 2024
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
34+ 0.25% |
$3.08K - $3.56K
|
13.5K
$1.86M
|
|
|
May 08, 2024
Q1 2024
|
Kbc Group Nv
|
BUY
|
- |
30+ 0.28% |
$2.72K - $3.14K
|
10.9K
$1.49M
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
29New |
$2.63K - $3.04K
|
29
$3.98K
|
|
|
May 01, 2024
Q1 2024
|
Access Investment Management LLC
Atlanta, GA |
BUY
|
- |
25+ 0.14% |
$2.26K - $2.62K
|
17.5K
$2.4M
|
|
|
May 14, 2024
Q1 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
25+ 0.65% |
$2.26K - $2.62K
|
3.86K
$529K
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
24New |
$2.17K - $2.51K
|
24
$3.29K
|
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
BUY
|
- |
21+ 13.82% |
$1.9K - $2.2K
|
173
$23.7K
|
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
20+ 40.0% |
$1.81K - $2.09K
|
70
$9.6K
|
|
|
Apr 23, 2024
Q1 2024
|
Regions Financial Corp
|
BUY
|
- |
19+ 0.73% |
$1.72K - $1.99K
|
2.63K
$361K
|
|
|
Apr 26, 2024
Q1 2024
|
Umb Bank, N.A.
|
BUY
|
- |
19+ 6.11% |
$1.72K - $1.99K
|
330
$45.2K
|
|
|
Apr 18, 2024
Q1 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
17New |
$1.54K - $1.78K
|
17
$2.33K
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
13+ 144.44% |
$1.18K - $1.36K
|
22
$3.02K
|
|
|
May 09, 2024
Q1 2024
|
Quest Partners LLC
New York, NY |
BUY
|
- |
13New |
$1.18K - $1.36K
|
13
$1.78K
|
|
|
May 13, 2024
Q1 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
11+ 5.09% |
$996 - $1.15K
|
227
$31.1K
|
|
|
May 13, 2024
Q1 2024
|
Xponance, Inc.
|
BUY
|
- |
11+ 0.15% |
$996 - $1.15K
|
7.28K
$997K
|
|
|
Apr 11, 2024
Q1 2024
|
Paragon Capital Management LTD
|
BUY
|
- |
11+ 0.4% |
$996 - $1.15K
|
2.73K
$374K
|
|
|
Apr 12, 2024
Q1 2024
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
10+ 0.23% |
$906 - $1.05K
|
4.43K
$607K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
10+ 5.81% |
$906 - $1.05K
|
182
$24.9K
|
|
|
May 03, 2024
Q1 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
10New |
$906 - $1.05K
|
10
$1.37K
|
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
9+ 9.68% |
$815 - $942
|
102
$14K
|
|
|
May 07, 2024
Q1 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
7+ 0.07% |
$634 - $733
|
10.2K
$1.39M
|
|
|
May 15, 2024
Q1 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
6+ 0.14% |
$543 - $628
|
4.22K
$579K
|
|
|
May 15, 2024
Q1 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
5+ 83.33% |
$453 - $523
|
11
$1.51K
|
|
|
Apr 25, 2024
Q1 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
5+ 1.11% |
$453 - $523
|
455
$62.4K
|
|
|
May 15, 2024
Q1 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
3New |
$272 - $314
|
3
$411
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1+ 0.01% |
$90.6 - $105
|
17.1K
$2.34M
|
|
|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1+ 1.28% |
$90.6 - $105
|
79
$10.8K
|
|
|
May 10, 2024
Q1 2024
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
1+ 0.01% |
$90.6 - $105
|
9.21K
$1.26M
|
|
|
Jun 26, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
SELL
|
- |
-4- 1.34% |
$362 - $419
|
294
$40.3K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
SELL
|
- |
-5- 1.14% |
$453 - $523
|
435
$59.6K
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-5- 0.1% |
$453 - $523
|
5.02K
$688K
|