Purchases and Sales Made in Q2 2024 in Wintrust Financial Corp (WTFC)
This table provides information about the institutional ownership of Wintrust Financial Corp (WTFC) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2024
Q2 2024
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
151+ 4.41% |
$13.9K - $15.6K
|
3.57K
$442K
|
|
|
Jul 30, 2024
Q2 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
145+ 1.43% |
$13.3K - $14.9K
|
10.3K
$1.27M
|
|
|
Aug 12, 2024
Q2 2024
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
141+ 1.04% |
$13K - $14.5K
|
13.7K
$1.69M
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
124+ 0.91% |
$11.4K - $12.8K
|
13.8K
$1.71M
|
|
|
Aug 07, 2024
Q2 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
111+ 1.94% |
$10.2K - $11.4K
|
5.85K
$723K
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
91+ 11.74% |
$8.37K - $9.38K
|
866
$107K
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
83+ 0.83% |
$7.63K - $8.55K
|
10.1K
$1.25M
|
|
|
Jul 22, 2024
Q2 2024
|
Fifth Third Bancorp
|
BUY
|
- |
82+ 47.4% |
$7.54K - $8.45K
|
255
$31.5K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
78+ 42.86% |
$7.17K - $8.04K
|
260
$32.2K
|
|
|
Aug 14, 2024
Q2 2024
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
72+ 0.3% |
$6.62K - $7.42K
|
24.1K
$2.98M
|
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
64+ 1.99% |
$5.88K - $6.6K
|
3.29K
$406K
|
|
|
Jul 08, 2024
Q2 2024
|
Quent Capital, LLC
|
BUY
|
- |
57+ 16.24% |
$5.24K - $5.87K
|
408
$50.5K
|
|
|
Aug 12, 2024
Q2 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
53+ 70.67% |
$4.87K - $5.46K
|
128
$15.8K
|
|
|
Jul 31, 2024
Q2 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
53+ 23.35% |
$4.87K - $5.46K
|
280
$34.6K
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
51+ 212.5% |
$4.69K - $5.26K
|
75
$9.28K
|
|
|
Jul 02, 2024
Q2 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
50+ 121.95% |
$4.6K - $5.15K
|
91
$11.3K
|
|
|
Aug 13, 2024
Q2 2024
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
50+ 0.54% |
$4.6K - $5.15K
|
9.26K
$1.15M
|
|
|
Aug 13, 2024
Q2 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
44+ 0.71% |
$4.05K - $4.54K
|
6.26K
$774K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
34+ 13.39% |
$3.13K - $3.5K
|
288
$35.6K
|
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
33+ 6.85% |
$3.03K - $3.4K
|
515
$63.7K
|
|
|
Jul 17, 2024
Q2 2024
|
Wedge Capital Management L L P
|
BUY
|
- |
31+ 0.19% |
$2.85K - $3.2K
|
16.6K
$2.06M
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
31New |
$2.85K - $3.2K
|
31
$3.84K
|
|
|
Aug 05, 2024
Q2 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
30+ 2.25% |
$2.76K - $3.09K
|
1.36K
$168K
|
|
|
Jul 22, 2024
Q2 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
29+ 1.1% |
$2.67K - $2.99K
|
2.67K
$331K
|
|
|
Aug 12, 2024
Q2 2024
|
Gitterman Wealth Management, LLC
|
BUY
|
- |
27+ 1.23% |
$2.48K - $2.78K
|
2.23K
$276K
|
|
|
Aug 13, 2024
Q2 2024
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
25New |
$2.3K - $2.58K
|
25
$3.09K
|
|
|
Aug 05, 2024
Q2 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
25New |
$2.3K - $2.58K
|
25
$3.09K
|
|
|
Aug 12, 2024
Q2 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
24+ 19.51% |
$2.21K - $2.47K
|
147
$18.2K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
17+ 14.66% |
$1.56K - $1.75K
|
133
$16.5K
|
|
|
Jul 10, 2024
Q2 2024
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
15+ 0.38% |
$1.38K - $1.55K
|
4.01K
$496K
|
|
|
Aug 07, 2024
Q2 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
15+ 166.67% |
$1.38K - $1.55K
|
24
$2.97K
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
13New |
$1.2K - $1.34K
|
13
$1.61K
|
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
12+ 0.25% |
$1.1K - $1.24K
|
4.84K
$599K
|
|
|
Jul 30, 2024
Q2 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
12New |
$1.1K - $1.24K
|
12
$1.48K
|
|
|
Aug 14, 2024
Q2 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
11New |
$1.01K - $1.13K
|
11
$1.36K
|
|
|
Aug 08, 2024
Q2 2024
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
11+ 0.21% |
$1.01K - $1.13K
|
5.29K
$654K
|
|
|
Jul 26, 2024
Q2 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
10+ 100.0% |
$920 - $1.03K
|
20
$2.47K
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
10+ 17.54% |
$920 - $1.03K
|
67
$8.29K
|
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
9New |
$828 - $928
|
9
$1.11K
|
|
|
Aug 14, 2024
Q2 2024
|
Quarry LP
New York, NY |
BUY
|
- |
9+ 25.0% |
$828 - $928
|
45
$5.57K
|
|
|
Aug 12, 2024
Q2 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
8+ 0.26% |
$736 - $825
|
3.14K
$388K
|
|
|
Aug 12, 2024
Q2 2024
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
6+ 0.88% |
$552 - $618
|
690
$85.4K
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
4+ 1.09% |
$368 - $412
|
372
$46K
|
|
|
Aug 15, 2024
Q2 2024
|
Pdt Partners, LLC
New York, NY |
BUY
|
- |
4+ 0.14% |
$368 - $412
|
2.83K
$350K
|
|
|
Aug 14, 2024
Q2 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
3+ 0.07% |
$276 - $309
|
4.22K
$523K
|
|
|
Jul 30, 2024
Q2 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
2+ 18.18% |
$184 - $206
|
13
$1.61K
|
|
|
Jul 12, 2024
Q2 2024
|
Country Trust Bank
|
BUY
|
- |
2New |
$184 - $206
|
2
$247
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
1New |
$92 - $103
|
1
$124
|
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
1+ 1.82% |
$92 - $103
|
56
$6.93K
|
|
|
Jul 23, 2024
Q2 2024
|
Tfc Financial Management
|
BUY
|
- |
1New |
$92 - $103
|
1
$124
|