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 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
451+ 14.89% |
$32.7K - $43.7K
|
3.48K
$477K
|
|
|
Feb 14, 2024
Q4 2023
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
428+ 0.48% |
$31.1K - $41.5K
|
90.5K
$12.4M
|
|
|
Feb 01, 2024
Q4 2023
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
422New |
$30.6K - $40.9K
|
422
$57.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
409New |
$29.7K - $39.7K
|
409
$56.1K
|
|
|
Feb 07, 2024
Q4 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
344+ 3.26% |
$25K - $33.4K
|
10.9K
$1.49M
|
|
|
Feb 12, 2024
Q4 2023
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
311+ 10.71% |
$22.6K - $30.2K
|
3.22K
$441K
|
|
|
Feb 05, 2024
Q4 2023
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
277+ 5.4% |
$20.1K - $26.9K
|
5.41K
$741K
|
|
|
Nov 14, 2024
Q4 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
270+ 3.45% |
$19.6K - $26.2K
|
8.09K
$1.11M
|
|
|
Feb 09, 2024
Q4 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
267New |
$19.4K - $25.9K
|
267
$36.6K
|
|
|
Mar 05, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
266+ 0.05% |
$19.3K - $25.8K
|
502K
$68.9M
|
|
|
Feb 05, 2024
Q4 2023
|
Retirement Systems Of Alabama
|
BUY
|
- |
265+ 0.35% |
$19.2K - $25.7K
|
76.7K
$10.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
260+ 0.97% |
$18.9K - $25.2K
|
27K
$3.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
253+ 3.8% |
$18.4K - $24.5K
|
6.91K
$948K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
239+ 4.35% |
$17.3K - $23.2K
|
5.74K
$786K
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
232+ 6.14% |
$16.8K - $22.5K
|
4.01K
$550K
|
|
|
Feb 14, 2024
Q4 2023
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
232New |
$16.8K - $22.5K
|
232
$31.8K
|
|
|
Feb 07, 2024
Q4 2023
|
Mesirow Institutional Investment Management, Inc.
Chicago, IL |
BUY
|
- |
215+ 0.16% |
$15.6K - $20.8K
|
138K
$18.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
214+ 5.1% |
$15.5K - $20.7K
|
4.41K
$604K
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
203+ 3.75% |
$14.7K - $19.7K
|
5.62K
$771K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
203New |
$14.7K - $19.7K
|
203
$27.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
202+ 2.49% |
$14.7K - $19.6K
|
8.32K
$1.14M
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
202+ 24.51% |
$14.7K - $19.6K
|
1.03K
$141K
|
|
|
Jun 14, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
192+ 120.75% |
$13.9K - $18.6K
|
351
$48.1K
|
|
|
Jan 19, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
192+ 120.75% |
$13.9K - $18.6K
|
351
$48.1K
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
189+ 1.12% |
$13.7K - $18.3K
|
17.1K
$2.34M
|
|
|
Aug 16, 2024
Q4 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
173+ 17.74% |
$12.6K - $16.8K
|
1.15K
$157K
|
|
|
Feb 14, 2024
Q4 2023
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
169New |
$12.3K - $16.4K
|
169
$23.2K
|
|
|
Feb 12, 2024
Q4 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
160+ 40.3% |
$11.6K - $15.5K
|
557
$76.4K
|
|
|
Feb 08, 2024
Q4 2023
|
Massachusetts Financial Services CO
Boston, MA |
BUY
|
- |
160+ 0.04% |
$11.6K - $15.5K
|
357K
$48.9M
|
|
|
Feb 09, 2024
Q4 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
153+ 1.93% |
$11.1K - $14.8K
|
8.09K
$1.11M
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
150+ 205.48% |
$10.9K - $14.5K
|
223
$30.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
BUY
|
- |
150+ 0.97% |
$10.9K - $14.5K
|
15.6K
$2.15M
|
|
|
Mar 04, 2024
Q4 2023
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
115New |
$8.35K - $11.1K
|
115
$15.8K
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
103+ 10.02% |
$7.47K - $9.99K
|
1.13K
$155K
|
|
|
Feb 14, 2024
Q4 2023
|
Profund Advisors LLC
|
BUY
|
- |
102+ 3.06% |
$7.4K - $9.89K
|
3.43K
$470K
|
|
|
Feb 12, 2024
Q4 2023
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
100+ 0.58% |
$7.26K - $9.7K
|
17.3K
$2.37M
|
|
|
Feb 14, 2024
Q4 2023
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
100+ 3.03% |
$7.26K - $9.7K
|
3.4K
$466K
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
98+ 1.24% |
$7.11K - $9.5K
|
8K
$1.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
98+ 2.45% |
$7.11K - $9.5K
|
4.09K
$561K
|
|
|
Feb 14, 2024
Q4 2023
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
- |
92New |
$6.68K - $8.92K
|
92
$12.6K
|
|
|
Jan 30, 2024
Q4 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
81New |
$5.88K - $7.85K
|
81
$11.1K
|
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
78New |
$5.66K - $7.56K
|
78
$10.7K
|
|
|
Feb 12, 2024
Q4 2023
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
72+ 1.77% |
$5.23K - $6.98K
|
4.13K
$566K
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
71New |
$5.15K - $6.88K
|
71
$9.73K
|
|
|
Feb 01, 2024
Q4 2023
|
Yousif Capital Management, LLC
|
BUY
|
- |
67+ 0.24% |
$4.86K - $6.5K
|
28.5K
$3.9M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
62+ 0.69% |
$4.5K - $6.01K
|
9.07K
$1.24M
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
57+ 14.88% |
$4.14K - $5.53K
|
440
$60.3K
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
54+ 7.45% |
$3.92K - $5.24K
|
779
$107K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
52+ 21.14% |
$3.77K - $5.04K
|
298
$40.8K
|
|
|
Feb 07, 2024
Q4 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
50New |
$3.63K - $4.85K
|
50
$6.85K
|