Purchases and Sales Made in Q1 2025 in Wintrust Financial Corp (WTFC)
This table provides information about the institutional ownership of Wintrust Financial Corp (WTFC) during Q1 2025. 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 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
267K+ 21245.94% |
$28.8M - $36.5M
|
268K
$30.1M
|
|
|
Apr 11, 2025
Q1 2025
|
Reinhart Partners, Inc.
|
BUY
|
- |
85.1K+ 14.56% |
$9.17M - $11.7M
|
670K
$75.1M
|
|
|
Apr 10, 2025
Q1 2025
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
81.4K+ 411.1% |
$8.77M - $11.1M
|
101K
$11.3M
|
|
|
Apr 09, 2025
Q1 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
2.32KNew |
$250K - $317K
|
2.32K
$260K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
209New |
$22.5K - $28.6K
|
209
$23.4K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
187+ 8.87% |
$20.2K - $25.6K
|
2.3K
$257K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
150+ 33.86% |
$16.2K - $20.5K
|
593
$66.5K
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
79+ 71.82% |
$8.51K - $10.8K
|
189
$21.2K
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
55+ 10.2% |
$5.93K - $7.53K
|
594
$66.6K
|
|
|
Apr 08, 2025
Q1 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
34New |
$3.66K - $4.66K
|
34
$3.81K
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
BUY
|
- |
28+ 8.62% |
$3.02K - $3.83K
|
353
$39.6K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
10+ 250.0% |
$1.08K - $1.37K
|
14
$1.57K
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
6+ 0.33% |
$647 - $822
|
1.84K
$207K
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
3New |
$323 - $411
|
3
$336
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
2+ 50.0% |
$216 - $274
|
6
$673
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
1+ 0.03% |
$108 - $137
|
3.08K
$346K
|
|
|
Apr 11, 2025
Q1 2025
|
Congress Asset Management CO
|
SELL
|
- |
-193- 0.2% |
$20.8K - $26.4K
|
94.1K
$10.6M
|
|
|
Apr 08, 2025
Q1 2025
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-420- 0.22% |
$45.3K - $57.5K
|
190K
$21.3M
|
|
|
Apr 09, 2025
Q1 2025
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-650- 18.96% |
$70K - $89K
|
2.78K
$312K
|