Purchases and Sales Made in Q4 2022 in Wintrust Financial Corp (WTFC)
This table provides information about the institutional ownership of Wintrust Financial Corp (WTFC) during Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2023
Q4 2022
|
Victory Capital Management Inc
|
BUY
|
- |
61+ 0.0% |
$4.89K - $5.8K
|
2.27M
$313M
|
|
|
Feb 14, 2023
Q4 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
60+ 1.18% |
$4.81K - $5.7K
|
5.15K
$710K
|
|
|
Jan 23, 2023
Q4 2022
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
49+ 1.57% |
$3.93K - $4.66K
|
3.17K
$437K
|
|
|
Jan 24, 2023
Q4 2022
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
47New |
$3.77K - $4.47K
|
47
$6.49K
|
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
47+ 6.94% |
$3.77K - $4.47K
|
724
$99.9K
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
34+ 0.39% |
$2.73K - $3.23K
|
8.75K
$1.21M
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
28+ 0.08% |
$2.25K - $2.66K
|
33.9K
$4.68M
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
27New |
$2.17K - $2.57K
|
27
$3.73K
|
|
|
Jan 24, 2023
Q4 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
27+ 6.99% |
$2.17K - $2.57K
|
413
$57K
|
|
|
Feb 10, 2023
Q4 2022
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
BUY
|
- |
27+ 0.87% |
$2.17K - $2.57K
|
3.12K
$430K
|
|
|
Feb 13, 2023
Q4 2022
|
Steward Financial Group LLC
|
BUY
|
- |
22New |
$1.76K - $2.09K
|
22
$3.04K
|
|
|
Feb 13, 2023
Q4 2022
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
21New |
$1.68K - $2K
|
21
$2.9K
|
|
|
Jan 11, 2023
Q4 2022
|
M&R Capital Management Inc
|
BUY
|
- |
19New |
$1.52K - $1.81K
|
19
$2.62K
|
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
16New |
$1.28K - $1.52K
|
16
$2.21K
|
|
|
Jan 23, 2023
Q4 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
16New |
$1.28K - $1.52K
|
16
$2.21K
|
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
BUY
|
- |
14+ 3.41% |
$1.12K - $1.33K
|
425
$58.7K
|
|
|
Feb 13, 2023
Q4 2022
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
12New |
$963 - $1.14K
|
12
$1.66K
|
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
9New |
$722 - $855
|
9
$1.24K
|
|
|
Feb 10, 2023
Q4 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
8+ 3.27% |
$642 - $760
|
253
$34.9K
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
7New |
$562 - $665
|
7
$966
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
3New |
$241 - $285
|
3
$414
|
|
|
Jan 27, 2023
Q4 2022
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
3+ 0.06% |
$241 - $285
|
5K
$690K
|
|
|
Feb 03, 2023
Q4 2022
|
Tfo Tdc, LLC
|
BUY
|
- |
2New |
$160 - $190
|
2
$276
|
|
|
Feb 08, 2023
Q4 2022
|
Washington Trust CO
|
BUY
|
- |
2+ 10.53% |
$160 - $190
|
21
$2.9K
|
|
|
Feb 09, 2023
Q4 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
2+ 0.53% |
$160 - $190
|
378
$52.2K
|
|
|
Jul 27, 2023
Q4 2022
|
Washington Trust CO
|
BUY
|
- |
2+ 10.53% |
$160 - $190
|
21
$2.9K
|
|
|
Jan 23, 2023
Q4 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
1+ 5.56% |
$80.2 - $95
|
19
$2.62K
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-1- 20.0% |
$80.2 - $95
|
4
$552
|
|
|
Feb 01, 2023
Q4 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-3- 21.43% |
$241 - $285
|
11
$1.52K
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-4- 3.67% |
$321 - $380
|
105
$14.5K
|
|
|
Feb 13, 2023
Q4 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-5- 8.77% |
$401 - $475
|
52
$7.18K
|
|
|
Feb 02, 2023
Q4 2022
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-6- 0.02% |
$481 - $570
|
32.4K
$4.48M
|
|
|
Jan 31, 2023
Q4 2022
|
Schubert & CO
|
SELL
|
- |
-9- 21.95% |
$722 - $855
|
32
$4.42K
|
|
|
Feb 03, 2023
Q4 2022
|
Ellevest, Inc.
|
SELL
|
- |
-10- 41.67% |
$802 - $950
|
14
$1.93K
|
|
|
Feb 02, 2023
Q4 2022
|
Raymond James Trust N.A.
|
SELL
|
- |
-10- 0.4% |
$802 - $950
|
2.46K
$340K
|
|
|
Feb 14, 2023
Q4 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-12- 0.79% |
$963 - $1.14K
|
1.5K
$207K
|
|
|
Jan 10, 2023
Q4 2022
|
Coldstream Capital Management Inc
|
SELL
|
- |
-12- 0.38% |
$963 - $1.14K
|
3.15K
$434K
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
SELL
|
- |
-38- 17.59% |
$3.05K - $3.61K
|
178
$24.6K
|
|
|
Jan 13, 2023
Q4 2022
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-41- 26.8% |
$3.29K - $3.9K
|
112
$15.5K
|
|
|
Jan 27, 2023
Q4 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-50- 2.48% |
$4.01K - $4.75K
|
1.97K
$271K
|
|
|
Feb 09, 2023
Q4 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-52- 8.89% |
$4.17K - $4.94K
|
533
$73.6K
|
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-53- 16.31% |
$4.25K - $5.04K
|
272
$37.5K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-55- 1.21% |
$4.41K - $5.23K
|
4.51K
$622K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-61- 42.36% |
$4.89K - $5.8K
|
83
$11.5K
|
|
|
Feb 13, 2023
Q4 2022
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-64- 0.98% |
$5.13K - $6.08K
|
6.46K
$892K
|
|
|
Feb 14, 2023
Q4 2022
|
Barr E S & CO
Lexington, KY |
SELL
|
- |
-75- 1.2% |
$6.02K - $7.13K
|
6.2K
$856K
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-98- 0.88% |
$7.86K - $9.31K
|
11K
$1.52M
|
|
|
Feb 13, 2023
Q4 2022
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-100- 3.56% |
$8.02K - $9.5K
|
2.71K
$374K
|
|
|
Feb 13, 2023
Q4 2022
|
Covestor LTD
Boston, MA |
SELL
|
- |
-131- 57.46% |
$10.5K - $12.4K
|
97
$13.4K
|
|
|
Jan 23, 2023
Q4 2022
|
Mps Loria Financial Planners, LLC
|
SELL
|
- |
-134- 2.2% |
$10.7K - $12.7K
|
5.95K
$821K
|