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 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-28- 5.26% |
$3.02K - $3.83K
|
504
$66.2K
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-29- 1.1% |
$3.13K - $3.97K
|
2.61K
$343K
|
|
|
May 12, 2025
Q1 2025
|
Barrow Hanley Mewhinney & Strauss LLC
Dallas, TX |
SELL
|
- |
-30- 14.78% |
$3.23K - $4.11K
|
173
$22.7K
|
|
|
May 06, 2025
Q1 2025
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-33- 31.73% |
$3.56K - $4.52K
|
71
$9.33K
|
|
|
May 02, 2025
Q1 2025
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-35- 0.57% |
$3.77K - $4.79K
|
6.09K
$801K
|
|
|
May 09, 2025
Q1 2025
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-37- 0.56% |
$3.99K - $5.07K
|
6.55K
$860K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-43- 1.21% |
$4.63K - $5.89K
|
3.5K
$460K
|
|
|
May 15, 2025
Q1 2025
|
Rise Advisors, LLC
|
SELL
|
- |
-61- 29.9% |
$6.57K - $8.35K
|
143
$18.8K
|
|
|
May 13, 2025
Q1 2025
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-71- 10.19% |
$7.65K - $9.72K
|
626
$82.2K
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-72- 4.13% |
$7.76K - $9.86K
|
1.67K
$219K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
SELL
|
- |
-74- 21.39% |
$7.97K - $10.1K
|
272
$35.7K
|
|
|
May 15, 2025
Q1 2025
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-76- 3.05% |
$8.19K - $10.4K
|
2.42K
$318K
|
|
|
May 09, 2025
Q1 2025
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-103- 0.05% |
$11.1K - $14.1K
|
201K
$26.4M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-133- 38.11% |
$14.3K - $18.2K
|
216
$28.4K
|
|
|
May 14, 2025
Q1 2025
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-142- 3.91% |
$15.3K - $19.4K
|
3.49K
$458K
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-170- 3.55% |
$18.3K - $23.3K
|
4.63K
$608K
|
|
|
Apr 11, 2025
Q1 2025
|
Congress Asset Management CO
|
SELL
|
- |
-193- 0.2% |
$20.8K - $26.4K
|
94.1K
$12.4M
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-195- 14.5% |
$21K - $26.7K
|
1.15K
$151K
|
|
|
May 01, 2025
Q1 2025
|
Arizona State Retirement System
|
SELL
|
- |
-229- 1.19% |
$24.7K - $31.4K
|
19.1K
$2.5M
|
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-235- 1.76% |
$25.3K - $32.2K
|
13.1K
$1.72M
|
|
|
May 08, 2025
Q1 2025
|
Pro Share Advisors LLC
|
SELL
|
- |
-277- 8.91% |
$29.8K - $37.9K
|
2.83K
$372K
|
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
SELL
|
- |
-280- 43.89% |
$30.2K - $38.3K
|
358
$47K
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-315- 19.97% |
$33.9K - $43.1K
|
1.26K
$166K
|
|
|
May 15, 2025
Q1 2025
|
Quarry LP
New York, NY |
SELL
|
- |
-316- 50.72% |
$34.1K - $43.3K
|
307
$40.3K
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-330- 32.38% |
$35.6K - $45.2K
|
689
$90.5K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-341- 10.06% |
$36.7K - $46.7K
|
3.05K
$400K
|
|
|
May 08, 2025
Q1 2025
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-379- 35.62% |
$40.8K - $51.9K
|
685
$90K
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-396- 9.4% |
$42.7K - $54.2K
|
3.82K
$502K
|
|
|
Apr 08, 2025
Q1 2025
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-420- 0.22% |
$45.3K - $57.5K
|
190K
$25M
|
|
|
Apr 16, 2025
Q1 2025
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-460- 8.84% |
$49.6K - $63K
|
4.75K
$623K
|
|
|
May 14, 2025
Q1 2025
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-463- 0.07% |
$49.9K - $63.4K
|
698K
$91.8M
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-478- 5.72% |
$51.5K - $65.4K
|
7.88K
$1.04M
|
|
|
Apr 14, 2025
Q1 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-484- 2.07% |
$52.2K - $66.3K
|
22.8K
$3M
|
|
|
May 15, 2025
Q1 2025
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-500- 0.93% |
$53.9K - $68.5K
|
53.4K
$7.01M
|
|
|
May 06, 2025
Q1 2025
|
Klp Kapitalforvaltning As
Oslo, Q8 |
SELL
|
- |
-500- 3.7% |
$53.9K - $68.5K
|
13K
$1.71M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-550- 5.04% |
$59.3K - $75.3K
|
10.4K
$1.36M
|
|
|
May 14, 2025
Q1 2025
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-558- 1.49% |
$60.1K - $76.4K
|
36.9K
$4.85M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-594- 15.56% |
$64K - $81.3K
|
3.22K
$424K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-629- 18.83% |
$67.8K - $86.1K
|
2.71K
$356K
|
|
|
May 15, 2025
Q1 2025
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-642- 0.52% |
$69.2K - $87.9K
|
123K
$16.1M
|
|
|
Apr 09, 2025
Q1 2025
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-650- 18.96% |
$70K - $89K
|
2.78K
$365K
|
|
|
May 09, 2025
Q1 2025
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-674- 18.19% |
$72.6K - $92.3K
|
3.03K
$398K
|
|
|
May 15, 2025
Q1 2025
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-686- 1.1% |
$73.9K - $93.9K
|
61.4K
$8.07M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-687- 6.33% |
$74K - $94.1K
|
10.2K
$1.34M
|
|
|
Apr 23, 2025
Q1 2025
|
Shaker Investments LLC
|
SELL
|
- |
-689- 2.4% |
$74.2K - $94.3K
|
28K
$3.68M
|
|
|
Apr 17, 2025
Q1 2025
|
Chicago Capital, LLC
|
SELL
|
- |
-700- 25.7% |
$75.4K - $95.8K
|
2.02K
$266K
|
|
|
May 13, 2025
Q1 2025
|
Ethic Inc.
New York, NY |
SELL
|
- |
-728- 11.01% |
$78.4K - $99.7K
|
5.89K
$773K
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-739- 18.61% |
$79.6K - $101K
|
3.23K
$425K
|
|
|
May 07, 2025
Q1 2025
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-780- 18.85% |
$84.1K - $107K
|
3.36K
$441K
|
|
|
May 01, 2025
Q1 2025
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-900- 0.92% |
$97K - $123K
|
96.8K
$12.7M
|