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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
145New |
$15.1K - $20.1K
|
145
$19.1K
|
|
|
Feb 12, 2025
Q4 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
134+ 3.87% |
$14K - $18.6K
|
3.6K
$473K
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
133New |
$13.9K - $18.4K
|
133
$17.5K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
131+ 32.11% |
$13.6K - $18.1K
|
539
$70.8K
|
|
|
Feb 04, 2025
Q4 2024
|
Access Investment Management LLC
Atlanta, GA |
BUY
|
- |
130+ 0.73% |
$13.5K - $18K
|
17.9K
$2.35M
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
127+ 3.3% |
$13.2K - $17.6K
|
3.97K
$522K
|
|
|
Feb 10, 2025
Q4 2024
|
Gitterman Wealth Management, LLC
|
BUY
|
- |
113+ 5.0% |
$11.8K - $15.7K
|
2.37K
$312K
|
|
|
May 15, 2025
Q4 2024
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
111New |
$11.6K - $15.4K
|
111
$14.6K
|
|
|
Jan 29, 2025
Q4 2024
|
Louisiana State Employees Retirement System
|
BUY
|
- |
100+ 0.54% |
$10.4K - $13.9K
|
18.5K
$2.43M
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
89+ 3.59% |
$9.27K - $12.3K
|
2.57K
$338K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
84New |
$8.75K - $11.6K
|
84
$11K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
81New |
$8.44K - $11.2K
|
81
$10.6K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
72+ 19.41% |
$7.5K - $9.97K
|
443
$58.2K
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
BUY
|
- |
72+ 0.39% |
$7.5K - $9.97K
|
18.7K
$2.46M
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
71+ 17.93% |
$7.39K - $9.83K
|
467
$61.4K
|
|
|
Jan 27, 2025
Q4 2024
|
Retirement Systems Of Alabama
|
BUY
|
- |
67+ 0.08% |
$6.98K - $9.28K
|
80.8K
$10.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
64+ 1.06% |
$6.67K - $8.86K
|
6.13K
$805K
|
|
|
Jan 29, 2025
Q4 2024
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
60+ 2.14% |
$6.25K - $8.31K
|
2.86K
$376K
|
|
|
Feb 12, 2025
Q4 2024
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
56+ 1.09% |
$5.83K - $7.76K
|
5.18K
$681K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
54+ 1.5% |
$5.62K - $7.48K
|
3.66K
$481K
|
|
|
Feb 28, 2025
Q4 2024
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
51+ 1.55% |
$5.31K - $7.06K
|
3.35K
$439K
|
|
|
Apr 01, 2025
Q4 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
46New |
$4.79K - $6.37K
|
46
$6.04K
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
41+ 1.61% |
$4.27K - $5.68K
|
2.59K
$341K
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
38New |
$3.96K - $5.26K
|
38
$4.99K
|
|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
BUY
|
- |
37New |
$3.85K - $5.12K
|
37
$4.86K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
35+ 1.57% |
$3.65K - $4.85K
|
2.26K
$297K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
35+ 11.25% |
$3.65K - $4.85K
|
346
$45.5K
|
|
|
Feb 10, 2025
Q4 2024
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
34New |
$3.54K - $4.71K
|
34
$4.47K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
34+ 3.0% |
$3.54K - $4.71K
|
1.17K
$154K
|
|
|
Feb 12, 2025
Q4 2024
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
33+ 0.5% |
$3.44K - $4.57K
|
6.58K
$865K
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
27New |
$2.81K - $3.74K
|
27
$3.55K
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
27+ 87.1% |
$2.81K - $3.74K
|
58
$7.62K
|
|
|
Feb 11, 2025
Q4 2024
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
26+ 0.18% |
$2.71K - $3.6K
|
14.7K
$1.93M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
26+ 3.8% |
$2.71K - $3.6K
|
711
$93.4K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
24+ 0.16% |
$2.5K - $3.32K
|
14.8K
$1.94M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
24+ 1.72% |
$2.5K - $3.32K
|
1.42K
$187K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
20+ 6.51% |
$2.08K - $2.77K
|
327
$43K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
20+ 3.66% |
$2.08K - $2.77K
|
566
$74.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Regions Financial Corp
|
BUY
|
- |
17+ 0.66% |
$1.77K - $2.35K
|
2.59K
$340K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
17+ 23.29% |
$1.77K - $2.35K
|
90
$11.8K
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
13New |
$1.35K - $1.8K
|
13
$1.71K
|
|
|
Feb 05, 2025
Q4 2024
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
12+ 0.53% |
$1.25K - $1.66K
|
2.28K
$300K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
12+ 20.69% |
$1.25K - $1.66K
|
70
$9.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
9+ 26.47% |
$937 - $1.25K
|
43
$5.65K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
9+ 2.0% |
$937 - $1.25K
|
460
$60.4K
|
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
7New |
$729 - $970
|
7
$920
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
6New |
$625 - $831
|
6
$788
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
6+ 5.77% |
$625 - $831
|
110
$14.5K
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
4New |
$417 - $554
|
4
$526
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
4New |
$417 - $554
|
4
$526
|