Purchases and Sales Made in Q4 2024 in Wintrust Financial Corp (WTFC)
This table provides information about the institutional ownership of Wintrust Financial Corp (WTFC) during Q4 2024. 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 28, 2025
Q4 2024
|
Arcataur Capital Management LLC
Milwaukee, WI |
BUY
|
- |
1.8KNew |
$187K - $249K
|
1.8K
$236K
|
|
|
Feb 12, 2025
Q4 2024
|
Providence Wealth Advisors, LLC
Frankfort, IL |
BUY
|
- |
1.74KNew |
$181K - $241K
|
1.74K
$228K
|
|
|
Jan 21, 2025
Q4 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
1.72KNew |
$179K - $238K
|
1.72K
$226K
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
1.69KNew |
$176K - $235K
|
1.69K
$223K
|
|
|
Feb 10, 2025
Q4 2024
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
1.68K+ 128.88% |
$175K - $232K
|
2.98K
$392K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
1.65KNew |
$172K - $228K
|
1.65K
$217K
|
|
|
Jan 17, 2025
Q4 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
1.65KNew |
$171K - $228K
|
1.65K
$216K
|
|
|
Feb 11, 2025
Q4 2024
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
1.62KNew |
$169K - $225K
|
1.62K
$213K
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.53K+ 47.49% |
$159K - $212K
|
4.76K
$625K
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
1.44K+ 3.1% |
$150K - $199K
|
47.9K
$6.29M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.39K+ 13.18% |
$145K - $192K
|
11.9K
$1.57M
|
|
|
Feb 03, 2025
Q4 2024
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
1.15K+ 31.29% |
$119K - $159K
|
4.81K
$632K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
1.06K+ 6.32% |
$110K - $146K
|
17.8K
$2.33M
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
995+ 402.83% |
$104K - $138K
|
1.24K
$163K
|
|
|
Feb 10, 2025
Q4 2024
|
Swiss National Bank
Zurich, V8 |
BUY
|
- |
900+ 0.69% |
$93.7K - $125K
|
131K
$17.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
880New |
$91.7K - $122K
|
880
$116K
|
|
|
Jan 29, 2025
Q4 2024
|
Legato Capital Management LLC
|
BUY
|
- |
869+ 7.84% |
$90.5K - $120K
|
12K
$1.57M
|
|
|
Feb 12, 2025
Q4 2024
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
850+ 9.98% |
$88.5K - $118K
|
9.36K
$1.23M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
842+ 18.5% |
$87.7K - $117K
|
5.39K
$709K
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
808+ 32.59% |
$84.2K - $112K
|
3.29K
$432K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
748+ 54.96% |
$77.9K - $104K
|
2.11K
$277K
|
|
|
Jan 06, 2025
Q4 2024
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
732+ 3.67% |
$76.2K - $101K
|
20.7K
$2.71M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
726New |
$75.6K - $101K
|
726
$95.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
698New |
$72.7K - $96.7K
|
698
$91.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Profund Advisors LLC
|
BUY
|
- |
697+ 19.71% |
$72.6K - $96.5K
|
4.23K
$556K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
642+ 10.35% |
$66.9K - $88.9K
|
6.84K
$899K
|
|
|
Feb 14, 2025
Q4 2024
|
Quarry LP
New York, NY |
BUY
|
- |
623New |
$64.9K - $86.3K
|
623
$81.8K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
617+ 920.9% |
$64.3K - $85.5K
|
684
$89.9K
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
466+ 15.17% |
$48.5K - $64.5K
|
3.54K
$465K
|
|
|
May 29, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
420+ 0.22% |
$43.7K - $58.2K
|
190K
$25M
|
|
|
Feb 10, 2025
Q4 2024
|
Xponance, Inc.
|
BUY
|
- |
405+ 5.69% |
$42.2K - $56.1K
|
7.52K
$988K
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
398+ 10.43% |
$41.5K - $55.1K
|
4.21K
$554K
|
|
|
Feb 13, 2025
Q4 2024
|
Alpha Dna Investment Management LLC
Columbia, MD |
BUY
|
- |
353+ 7.63% |
$36.8K - $48.9K
|
4.98K
$655K
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
348New |
$36.2K - $48.2K
|
348
$45.7K
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
324+ 6.22% |
$33.7K - $44.9K
|
5.53K
$727K
|
|
|
Jan 16, 2025
Q4 2024
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
323+ 6.03% |
$33.6K - $44.7K
|
5.68K
$746K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
306+ 0.74% |
$31.9K - $42.4K
|
41.7K
$5.47M
|
|
|
Feb 10, 2025
Q4 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
283+ 4.74% |
$29.5K - $39.2K
|
6.25K
$821K
|
|
|
Feb 14, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
273+ 3.02% |
$28.4K - $37.8K
|
9.32K
$1.22M
|
|
|
Feb 14, 2025
Q4 2024
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
244+ 8.43% |
$25.4K - $33.8K
|
3.14K
$412K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
242+ 23.87% |
$25.2K - $33.5K
|
1.26K
$165K
|
|
|
Feb 14, 2025
Q4 2024
|
Point72 (Difc) LTD
Dubai, C0 |
BUY
|
- |
221New |
$23K - $30.6K
|
221
$29K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
205+ 10.5% |
$21.4K - $28.4K
|
2.16K
$283K
|
|
|
Jan 22, 2025
Q4 2024
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
190+ 1.95% |
$19.8K - $26.3K
|
9.91K
$1.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
176+ 1.64% |
$18.3K - $24.4K
|
10.9K
$1.43M
|
|
|
Feb 13, 2025
Q4 2024
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
170+ 0.6% |
$17.7K - $23.5K
|
28.5K
$3.75M
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
165+ 32.23% |
$17.2K - $22.9K
|
677
$88.9K
|
|
|
Feb 06, 2025
Q4 2024
|
Arizona State Retirement System
|
BUY
|
- |
154+ 0.8% |
$16K - $21.3K
|
19.3K
$2.53M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
146+ 63.48% |
$15.2K - $20.2K
|
376
$49.4K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
146+ 3.81% |
$15.2K - $20.2K
|
3.98K
$523K
|