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 21, 2025
Q1 2025
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
205+ 2.7% |
$22.1K - $28.1K
|
7.79K
$1.02M
|
|
|
May 14, 2025
Q1 2025
|
F
|
BUY
|
- |
205+ 0.47% |
$22.1K - $28.1K
|
43.9K
$5.76M
|
|
|
Apr 30, 2025
Q1 2025
|
State Of Michigan Retirement System
|
BUY
|
- |
200+ 1.27% |
$21.6K - $27.4K
|
16K
$2.1M
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
197+ 5.57% |
$21.2K - $27K
|
3.73K
$491K
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
BUY
|
- |
195+ 28.8% |
$21K - $26.7K
|
872
$115K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
187+ 8.87% |
$20.2K - $25.6K
|
2.3K
$302K
|
|
|
May 05, 2025
Q1 2025
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
167+ 4.3% |
$18K - $22.9K
|
4.05K
$532K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
165+ 7.3% |
$17.8K - $22.6K
|
2.43K
$319K
|
|
|
Apr 23, 2025
Q1 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
BUY
|
- |
162New |
$17.5K - $22.2K
|
162
$21.3K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
158+ 4.16% |
$17K - $21.6K
|
3.96K
$520K
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
BUY
|
- |
155+ 2.02% |
$16.7K - $21.2K
|
7.85K
$1.03M
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
150+ 33.86% |
$16.2K - $20.5K
|
593
$77.9K
|
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
147+ 2.59% |
$15.8K - $20.1K
|
5.82K
$765K
|
|
|
May 15, 2025
Q1 2025
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
135+ 6.36% |
$14.5K - $18.5K
|
2.26K
$297K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
126+ 25.87% |
$13.6K - $17.3K
|
613
$80.5K
|
|
|
Apr 30, 2025
Q1 2025
|
Xponance, Inc.
|
BUY
|
- |
123+ 1.63% |
$13.3K - $16.8K
|
7.65K
$1M
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
114New |
$12.3K - $15.6K
|
114
$15K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
113New |
$12.2K - $15.5K
|
113
$14.8K
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
109+ 0.58% |
$11.7K - $14.9K
|
19.1K
$2.5M
|
|
|
May 01, 2025
Q1 2025
|
Securian Asset Management, Inc
|
BUY
|
- |
100+ 2.0% |
$10.8K - $13.7K
|
5.1K
$670K
|
|
|
May 01, 2025
Q1 2025
|
Louisiana State Employees Retirement System
|
BUY
|
- |
100+ 0.54% |
$10.8K - $13.7K
|
18.6K
$2.44M
|
|
|
Apr 14, 2025
Q1 2025
|
Chicago Trust CO Na
|
BUY
|
- |
100+ 0.51% |
$10.8K - $13.7K
|
19.9K
$2.61M
|
|
|
May 08, 2025
Q1 2025
|
Bayforest Capital LTD
London, X0 |
BUY
|
- |
94New |
$10.1K - $12.9K
|
94
$12.3K
|
|
|
Apr 21, 2025
Q1 2025
|
Retirement Systems Of Alabama
|
BUY
|
- |
84+ 0.1% |
$9.05K - $11.5K
|
80.9K
$10.6M
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
79+ 71.82% |
$8.51K - $10.8K
|
189
$24.8K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
70New |
$7.54K - $9.58K
|
70
$9.2K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
70+ 0.39% |
$7.54K - $9.58K
|
18K
$2.37M
|
|
|
May 06, 2025
Q1 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
66+ 3.06% |
$7.11K - $9.04K
|
2.22K
$292K
|
|
|
May 15, 2025
Q1 2025
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
66+ 0.45% |
$7.11K - $9.04K
|
14.9K
$1.96M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
60+ 5.13% |
$6.47K - $8.22K
|
1.23K
$161K
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
58+ 0.9% |
$6.25K - $7.94K
|
6.52K
$857K
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
55+ 10.2% |
$5.93K - $7.53K
|
594
$78K
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
50New |
$5.39K - $6.85K
|
50
$6.57K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
50+ 10.71% |
$5.39K - $6.85K
|
517
$67.9K
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
44New |
$4.74K - $6.02K
|
44
$5.78K
|
|
|
May 15, 2025
Q1 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
44+ 2.32% |
$4.74K - $6.02K
|
1.94K
$255K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
39+ 8.48% |
$4.2K - $5.34K
|
499
$65.6K
|
|
|
May 14, 2025
Q1 2025
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
38+ 61.29% |
$4.09K - $5.2K
|
100
$13.1K
|
|
|
May 13, 2025
Q1 2025
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
38+ 2.02% |
$4.09K - $5.2K
|
1.92K
$252K
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
37+ 925.0% |
$3.99K - $5.07K
|
41
$5.39K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
37+ 6.54% |
$3.99K - $5.07K
|
603
$79.2K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
35+ 7.71% |
$3.77K - $4.79K
|
489
$64.2K
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
35+ 291.67% |
$3.77K - $4.79K
|
47
$6.17K
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
35+ 0.7% |
$3.77K - $4.79K
|
5.05K
$664K
|
|
|
Apr 08, 2025
Q1 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
34New |
$3.66K - $4.66K
|
34
$4.47K
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
33New |
$3.56K - $4.52K
|
33
$4.34K
|
|
|
May 14, 2025
Q1 2025
|
Gitterman Wealth Management, LLC
|
BUY
|
- |
31+ 1.31% |
$3.34K - $4.24K
|
2.4K
$316K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
31+ 44.29% |
$3.34K - $4.24K
|
101
$13.3K
|
|
|
May 14, 2025
Q1 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
31+ 0.54% |
$3.34K - $4.24K
|
5.81K
$763K
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
BUY
|
- |
28+ 8.62% |
$3.02K - $3.83K
|
353
$46.4K
|