Purchases and Sales Made in Q4 2023 in Wintrust Financial Corp (WTFC)
This table provides information about the institutional ownership of Wintrust Financial Corp (WTFC) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 29, 2024
Q4 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
3KNew |
$217K - $290K
|
3K
$415K
|
|
|
Jun 03, 2024
Q4 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
3KNew |
$217K - $290K
|
3K
$415K
|
|
|
Feb 01, 2024
Q4 2023
|
Wolverine Asset Management LLC
|
BUY
|
- |
2.97KNew |
$215K - $288K
|
2.97K
$411K
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2.84KNew |
$206K - $275K
|
2.84K
$393K
|
|
|
Feb 12, 2024
Q4 2023
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
2.83K+ 44.9% |
$205K - $274K
|
9.13K
$1.26M
|
|
|
Feb 14, 2024
Q4 2023
|
Pdt Partners, LLC
New York, NY |
BUY
|
- |
2.82KNew |
$205K - $274K
|
2.82K
$391K
|
|
|
Feb 14, 2024
Q4 2023
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
2.69KNew |
$195K - $260K
|
2.69K
$372K
|
|
|
Jan 31, 2024
Q4 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
2.66KNew |
$193K - $258K
|
2.66K
$368K
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
2.64KNew |
$191K - $256K
|
2.64K
$365K
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
2.62K+ 84.02% |
$190K - $254K
|
5.75K
$796K
|
|
|
Feb 06, 2024
Q4 2023
|
Regions Financial Corp
|
BUY
|
- |
2.61KNew |
$190K - $253K
|
2.61K
$362K
|
|
|
Feb 14, 2024
Q4 2023
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
2.6KNew |
$189K - $252K
|
2.6K
$360K
|
|
|
Jan 11, 2024
Q4 2023
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
2.55KNew |
$185K - $247K
|
2.55K
$353K
|
|
|
Feb 26, 2024
Q4 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
2.52KNew |
$183K - $244K
|
2.52K
$349K
|
|
|
Feb 13, 2024
Q4 2023
|
Paulson Wealth Management Inc.
|
BUY
|
- |
2.42KNew |
$176K - $235K
|
2.42K
$335K
|
|
|
Feb 14, 2024
Q4 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
2.4K+ 39.15% |
$174K - $233K
|
8.54K
$1.18M
|
|
|
Feb 08, 2024
Q4 2023
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
2.38KNew |
$173K - $231K
|
2.38K
$330K
|
|
|
Feb 21, 2024
Q4 2023
|
American Trust
Lexington, KY |
BUY
|
- |
2.28KNew |
$165K - $221K
|
2.28K
$316K
|
|
|
Feb 09, 2024
Q4 2023
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
2.2KNew |
$160K - $213K
|
2.2K
$304K
|
|
|
Jan 10, 2024
Q4 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
2.18K+ 4.95% |
$158K - $211K
|
46.2K
$6.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Chicago Wealth Management, Inc.
Chicago, IL |
BUY
|
- |
2.16KNew |
$157K - $210K
|
2.16K
$299K
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
BUY
|
- |
2.11K+ 210500.0% |
$153K - $204K
|
2.11K
$292K
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.99K+ 6.37% |
$144K - $193K
|
33.2K
$4.6M
|
|
|
Feb 01, 2024
Q4 2023
|
Duality Advisers, LP
Miami, FL |
BUY
|
- |
1.85K+ 40.68% |
$134K - $179K
|
6.38K
$884K
|
|
|
Jan 29, 2024
Q4 2023
|
Phocas Financial Corp.
Alameda, CA |
BUY
|
- |
1.82K+ 1.82% |
$132K - $177K
|
102K
$14.1M
|
|
|
Feb 07, 2024
Q4 2023
|
Versor Investments LP
|
BUY
|
- |
1.7K+ 34.0% |
$123K - $165K
|
6.7K
$928K
|
|
|
Feb 13, 2024
Q4 2023
|
Kbc Group Nv
|
BUY
|
- |
1.43K+ 15.15% |
$104K - $139K
|
10.9K
$1.5M
|
|
|
Feb 09, 2024
Q4 2023
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
1.12K+ 9.0% |
$81K - $108K
|
13.5K
$1.87M
|
|
|
Jan 30, 2024
Q4 2023
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
1.06K+ 8.34% |
$77K - $103K
|
13.8K
$1.91M
|
|
|
Feb 14, 2024
Q4 2023
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
923+ 8.84% |
$67K - $89.5K
|
11.4K
$1.57M
|
|
|
Feb 08, 2024
Q4 2023
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
912+ 1.76% |
$66.2K - $88.4K
|
52.9K
$7.32M
|
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
863+ 37.51% |
$62.6K - $83.7K
|
3.16K
$438K
|
|
|
Jan 24, 2024
Q4 2023
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
828+ 9.88% |
$60.1K - $80.3K
|
9.21K
$1.28M
|
|
|
Feb 08, 2024
Q4 2023
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
795+ 1.08% |
$57.7K - $77.1K
|
74.5K
$10.3M
|
|
|
Feb 01, 2024
Q4 2023
|
Telemus Capital, LLC
|
BUY
|
- |
795+ 14.52% |
$57.7K - $77.1K
|
6.27K
$868K
|
|
|
Feb 13, 2024
Q4 2023
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
768+ 1.6% |
$55.7K - $74.5K
|
48.7K
$6.75M
|
|
|
Feb 01, 2024
Q4 2023
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
747+ 134.59% |
$54.2K - $72.4K
|
1.3K
$180K
|
|
|
Feb 06, 2024
Q4 2023
|
M&T Bank Corp
|
BUY
|
- |
720+ 10.78% |
$52.3K - $69.8K
|
7.4K
$1.02M
|
|
|
Feb 12, 2024
Q4 2023
|
Martingale Asset Management L P
Boston, MA |
BUY
|
- |
715+ 3.59% |
$51.9K - $69.3K
|
20.6K
$2.86M
|
|
|
Feb 15, 2024
Q4 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
708+ 2.78% |
$51.4K - $68.6K
|
26.2K
$3.63M
|
|
|
Mar 26, 2024
Q4 2023
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
700+ 22.34% |
$50.8K - $67.9K
|
3.83K
$531K
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
680+ 14.35% |
$49.3K - $65.9K
|
5.42K
$750K
|
|
|
Feb 09, 2024
Q4 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
670+ 18.09% |
$48.6K - $65K
|
4.37K
$606K
|
|
|
Mar 29, 2024
Q4 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
645New |
$46.8K - $62.5K
|
645
$89.3K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
641New |
$46.5K - $62.1K
|
641
$88.8K
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
614+ 11.18% |
$44.6K - $59.5K
|
6.1K
$845K
|
|
|
Feb 06, 2024
Q4 2023
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
558+ 1.82% |
$40.5K - $54.1K
|
31.3K
$4.33M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
512+ 4.23% |
$37.2K - $49.6K
|
12.6K
$1.75M
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
494New |
$35.8K - $47.9K
|
494
$68.4K
|
|
|
Feb 12, 2024
Q4 2023
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
455+ 10.99% |
$33K - $44.1K
|
4.6K
$637K
|