Purchases and Sales Made in Q3 2023 in Wintrust Financial Corp (WTFC)
This table provides information about the institutional ownership of Wintrust Financial Corp (WTFC) during Q3 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
302+ 10.06% |
$21.6K - $26K
|
3.3K
$434K
|
|
|
Nov 13, 2023
Q3 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
298+ 9.93% |
$21.3K - $25.6K
|
3.3K
$433K
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
287New |
$20.5K - $24.7K
|
287
$37.7K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
251+ 3.72% |
$17.9K - $21.6K
|
7.01K
$921K
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
250New |
$17.8K - $21.5K
|
250
$32.8K
|
|
|
Nov 06, 2023
Q3 2023
|
Arizona State Retirement System
|
BUY
|
- |
240+ 1.4% |
$17.1K - $20.7K
|
17.4K
$2.29M
|
|
|
Nov 14, 2023
Q3 2023
|
Quarry LP
New York, NY |
BUY
|
- |
218+ 94.37% |
$15.6K - $18.8K
|
449
$59K
|
|
|
Nov 13, 2023
Q3 2023
|
Global Alpha Capital Management Ltd.
|
BUY
|
- |
200+ 0.05% |
$14.3K - $17.2K
|
437K
$57.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
195+ 23.08% |
$13.9K - $16.8K
|
1.04K
$137K
|
|
|
Nov 13, 2023
Q3 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
183+ 21.66% |
$13.1K - $15.7K
|
1.03K
$135K
|
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
170+ 30.63% |
$12.1K - $14.6K
|
725
$95.3K
|
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
153+ 5.32% |
$10.9K - $13.2K
|
3.03K
$398K
|
|
|
Nov 13, 2023
Q3 2023
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
140+ 0.53% |
$9.99K - $12K
|
26.7K
$3.51M
|
|
|
Aug 16, 2024
Q3 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
109+ 12.59% |
$7.78K - $9.38K
|
975
$128K
|
|
|
Oct 31, 2023
Q3 2023
|
Fifth Third Bancorp
|
BUY
|
- |
108+ 270.0% |
$7.71K - $9.29K
|
148
$19.4K
|
|
|
Nov 14, 2023
Q3 2023
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
100+ 3.13% |
$7.14K - $8.61K
|
3.3K
$434K
|
|
|
Nov 08, 2023
Q3 2023
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
90+ 0.18% |
$6.42K - $7.74K
|
49.1K
$6.46M
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
79+ 0.88% |
$5.64K - $6.8K
|
9.01K
$1.18M
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
73New |
$5.21K - $6.28K
|
73
$9.59K
|
|
|
Dec 06, 2023
Q3 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
61+ 49.59% |
$4.35K - $5.25K
|
184
$24.2K
|
|
|
Nov 14, 2023
Q3 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
60+ 2.68% |
$4.28K - $5.16K
|
2.3K
$302K
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
60+ 500.0% |
$4.28K - $5.16K
|
72
$9.46K
|
|
|
Oct 04, 2023
Q3 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
57New |
$4.07K - $4.9K
|
57
$7.49K
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
54+ 61.36% |
$3.85K - $4.65K
|
142
$18.7K
|
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
48+ 1.56% |
$3.43K - $4.13K
|
3.12K
$410K
|
|
|
Nov 02, 2023
Q3 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
40New |
$2.85K - $3.44K
|
40
$5.26K
|
|
|
Nov 07, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
34+ 136.0% |
$2.43K - $2.93K
|
59
$7.75K
|
|
|
Oct 03, 2023
Q3 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
34+ 141.67% |
$2.43K - $2.93K
|
58
$7.62K
|
|
|
Oct 20, 2023
Q3 2023
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
28+ 0.44% |
$2K - $2.41K
|
6.34K
$833K
|
|
|
Nov 08, 2023
Q3 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
24New |
$1.71K - $2.07K
|
24
$3.15K
|
|
|
Oct 10, 2023
Q3 2023
|
Quent Capital, LLC
|
BUY
|
- |
18+ 12.77% |
$1.28K - $1.55K
|
159
$20.9K
|
|
|
Jun 14, 2024
Q3 2023
|
Quent Capital, LLC
|
BUY
|
- |
18+ 12.77% |
$1.28K - $1.55K
|
159
$20.9K
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
14+ 10.07% |
$999 - $1.2K
|
153
$20.1K
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
BUY
|
- |
8+ 3.36% |
$571 - $688
|
246
$32.3K
|
|
|
Oct 25, 2023
Q3 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
7+ 1.53% |
$500 - $602
|
465
$61.1K
|
|
|
Nov 13, 2023
Q3 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
4+ 1.02% |
$285 - $344
|
397
$52.2K
|
|
|
Nov 14, 2023
Q3 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
3New |
$214 - $258
|
3
$394
|
|
|
Oct 17, 2023
Q3 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
3+ 23.08% |
$214 - $258
|
16
$2.1K
|
|
|
Oct 27, 2023
Q3 2023
|
Assetmark, Inc
|
BUY
|
- |
1New |
$71.4 - $86.1
|
1
$131
|
|
|
Oct 12, 2023
Q3 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
1+ 1.85% |
$71.4 - $86.1
|
55
$7.23K
|
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
SELL
|
- |
-2- 0.52% |
$143 - $172
|
383
$50.3K
|
|
|
Oct 18, 2023
Q3 2023
|
Washington Trust CO
|
SELL
|
- |
-2- 10.0% |
$143 - $172
|
18
$2.36K
|
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
SELL
|
- |
-5- 0.21% |
$357 - $430
|
2.38K
$312K
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-10- 4.74% |
$714 - $861
|
201
$26.4K
|
|
|
Aug 08, 2024
Q3 2023
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-11Closed |
$785 - $947
|
0
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-18- 2.97% |
$1.28K - $1.55K
|
589
$77.4K
|
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-18- 2.97% |
$1.28K - $1.55K
|
589
$77.4K
|
|
|
Nov 02, 2023
Q3 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-18- 48.65% |
$1.28K - $1.55K
|
19
$2.5K
|
|
|
Nov 09, 2023
Q3 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-20- 0.1% |
$1.43K - $1.72K
|
19.6K
$2.57M
|
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-20- 10.93% |
$1.43K - $1.72K
|
163
$21.4K
|