Purchases and Sales Made in Q2 2025 in Wintrust Financial Corp (WTFC)
This table provides information about the institutional ownership of Wintrust Financial Corp (WTFC) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 11, 2025
Q2 2025
|
Financial Advisory Corp
Grand Rapids, MI |
BUY
|
- |
1.72KNew |
$164K - $214K
|
1.72K
$238K
|
|
|
Jul 29, 2025
Q2 2025
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
1.72K+ 1.78% |
$164K - $213K
|
98.5K
$13.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.71KNew |
$163K - $212K
|
1.71K
$236K
|
|
|
Aug 13, 2025
Q2 2025
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
1.67KNew |
$158K - $207K
|
1.67K
$230K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.65K+ 24.31% |
$157K - $204K
|
8.42K
$1.16M
|
|
|
Jul 11, 2025
Q2 2025
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
1.63KNew |
$155K - $203K
|
1.63K
$225K
|
|
|
Jul 29, 2025
Q2 2025
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
1.63KNew |
$155K - $203K
|
1.63K
$225K
|
|
|
Aug 12, 2025
Q2 2025
|
Providence Wealth Advisors, LLC
Frankfort, IL |
BUY
|
- |
1.62KNew |
$155K - $202K
|
1.62K
$224K
|
|
|
Jul 21, 2025
Q2 2025
|
Hennessy Advisors Inc
Novato, CA |
BUY
|
- |
1.5K+ 8.33% |
$143K - $186K
|
19.5K
$2.69M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.46K+ 11.32% |
$139K - $181K
|
14.3K
$1.98M
|
|
|
Aug 08, 2025
Q2 2025
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
1.3K+ 8.19% |
$124K - $162K
|
17.2K
$2.37M
|
|
|
Jul 30, 2025
Q2 2025
|
New Mexico Educational Retirement Board
|
BUY
|
- |
1.3K+ 10.48% |
$124K - $161K
|
13.7K
$1.89M
|
|
|
Aug 08, 2025
Q2 2025
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
BUY
|
- |
1.29K+ 5.46% |
$123K - $160K
|
24.9K
$3.44M
|
|
|
Aug 12, 2025
Q2 2025
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
1.23K+ 17.13% |
$117K - $152K
|
8.39K
$1.16M
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.2K+ 319.95% |
$114K - $149K
|
1.58K
$218K
|
|
|
Aug 14, 2025
Q2 2025
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
1.15K+ 3.87% |
$109K - $143K
|
30.8K
$4.25M
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.07K+ 28.58% |
$102K - $133K
|
4.8K
$662K
|
|
|
Jul 25, 2025
Q2 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
983+ 14.87% |
$93.6K - $122K
|
7.59K
$1.05M
|
|
|
Aug 04, 2025
Q2 2025
|
Strs Ohio
|
BUY
|
- |
930+ 0.89% |
$88.5K - $116K
|
106K
$14.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
883New |
$84K - $110K
|
883
$122K
|
|
|
Aug 04, 2025
Q2 2025
|
Retirement Systems Of Alabama
|
BUY
|
- |
870+ 1.07% |
$82.8K - $108K
|
81.8K
$11.3M
|
|
|
Aug 07, 2025
Q2 2025
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
859+ 4.79% |
$81.8K - $107K
|
18.8K
$2.59M
|
|
|
Aug 14, 2025
Q2 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
852New |
$81.1K - $106K
|
852
$117K
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
815+ 19.95% |
$77.6K - $101K
|
4.9K
$676K
|
|
|
Jul 23, 2025
Q2 2025
|
Klp Kapitalforvaltning As
Oslo, Q8 |
BUY
|
- |
600+ 4.62% |
$57.1K - $74.5K
|
13.6K
$1.88M
|
|
|
Aug 11, 2025
Q2 2025
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
589+ 10.28% |
$56.1K - $73.2K
|
6.32K
$871K
|
|
|
Aug 13, 2025
Q2 2025
|
California Public Employees Retirement System
Sacramento, CA |
BUY
|
- |
578+ 0.49% |
$55K - $71.8K
|
119K
$16.5M
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
574+ 8.18% |
$54.6K - $71.3K
|
7.59K
$1.05M
|
|
|
Aug 12, 2025
Q2 2025
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
558+ 0.06% |
$53.1K - $69.3K
|
872K
$120M
|
|
|
Aug 04, 2025
Q2 2025
|
Lightrock Netherlands B.V.
Utrecht, P7 |
BUY
|
- |
500+ 0.26% |
$47.6K - $62.1K
|
194K
$26.7M
|
|
|
Aug 06, 2025
Q2 2025
|
Princeton Capital Management LLC
Red Bank, NJ |
BUY
|
- |
500+ 19.44% |
$47.6K - $62.1K
|
3.07K
$424K
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
467+ 10.1% |
$44.4K - $58K
|
5.09K
$702K
|
|
|
Aug 13, 2025
Q2 2025
|
Arizona State Retirement System
|
BUY
|
- |
465+ 2.44% |
$44.3K - $57.8K
|
19.5K
$2.69M
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
426+ 10.76% |
$40.5K - $52.9K
|
4.39K
$605K
|
|
|
Jul 28, 2025
Q2 2025
|
Bayforest Capital LTD
London, X0 |
BUY
|
- |
416+ 442.55% |
$39.6K - $51.7K
|
510
$70.3K
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
411+ 1.17% |
$39.1K - $51.1K
|
35.6K
$4.91M
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
405+ 2.22% |
$38.5K - $50.3K
|
18.6K
$2.57M
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
381+ 64.14% |
$36.3K - $47.3K
|
975
$134K
|
|
|
Aug 14, 2025
Q2 2025
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
376+ 6.31% |
$35.8K - $46.7K
|
6.34K
$874K
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
355+ 1.56% |
$33.8K - $44.1K
|
23.1K
$3.19M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
349+ 3.3% |
$33.2K - $43.3K
|
10.9K
$1.51M
|
|
|
Aug 19, 2025
Q2 2025
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
328New |
$31.2K - $40.7K
|
328
$45.2K
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
320+ 400.0% |
$30.5K - $39.7K
|
400
$55.2K
|
|
|
Aug 13, 2025
Q2 2025
|
M&T Bank Corp
|
BUY
|
- |
318+ 1.83% |
$30.3K - $39.5K
|
17.7K
$2.44M
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
316+ 120.61% |
$30.1K - $39.3K
|
578
$79.7K
|
|
|
Aug 13, 2025
Q2 2025
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
283+ 2.94% |
$26.9K - $35.2K
|
9.92K
$1.37M
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
280+ 7.43% |
$26.6K - $34.8K
|
4.05K
$559K
|
|
|
Aug 15, 2025
Q2 2025
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
280New |
$26.6K - $34.8K
|
280
$38.6K
|
|
|
Jul 30, 2025
Q2 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
280+ 4.59% |
$26.6K - $34.8K
|
6.37K
$879K
|
|
|
Aug 13, 2025
Q2 2025
|
F
|
BUY
|
- |
274+ 0.62% |
$26.1K - $34K
|
44.1K
$6.09M
|