Latest Institutional Transactions on Wintrust Financial Corp (WTFC)
This table provides information on the latest institutional transactions involving Wintrust Financial Corp (WTFC) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 17, 2025
Q1 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
219+ 0.81% |
$23.6K - $30K
|
27.2K
$2.79M
|
|
|
Apr 17, 2025
Q1 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
1.51K+ 1132.33% |
$162K - $206K
|
1.64K
$168K
|
|
|
Apr 17, 2025
Q1 2025
|
Chicago Capital, LLC
|
SELL
|
- |
-700- 25.7% |
$75.4K - $95.8K
|
2.02K
$207K
|
|
|
Apr 17, 2025
Q1 2025
|
Optas, LLC
|
BUY
|
- |
1.88KNew |
$203K - $257K
|
1.88K
$193K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
957+ 8.02% |
$103K - $131K
|
12.9K
$1.32M
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
33New |
$3.56K - $4.52K
|
33
$3.38K
|
|
|
Apr 17, 2025
Q1 2025
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
2+ 0.05% |
$216 - $274
|
4.23K
$434K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.66K+ 27.78% |
$178K - $227K
|
7.61K
$780K
|
|
|
Apr 16, 2025
Q1 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
21+ 84.0% |
$2.26K - $2.88K
|
46
$4.72K
|
|
|
Apr 16, 2025
Q1 2025
|
Puff Wealth Management, LLC
Haddonfield, NJ |
BUY
|
CALL |
9.3KNew |
$1M - $1.27M
|
9.3K
$953K
|
|
|
Apr 16, 2025
Q1 2025
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-460- 8.84% |
$49.6K - $63K
|
4.75K
$486K
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
4New |
$431 - $548
|
4
$410
|
|
|
Apr 16, 2025
Q1 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
342New |
$36.9K - $46.8K
|
342
$35.1K
|
|
|
Apr 16, 2025
Q1 2025
|
Hennessy Advisors Inc
Novato, CA |
BUY
|
- |
9K+ 100.0% |
$970K - $1.23M
|
18K
$1.85M
|
|
|
Apr 15, 2025
Q1 2025
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
SELL
|
- |
-4.1K- 24.85% |
$442K - $561K
|
12.4K
$1.27M
|
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
3.58KNew |
$386K - $491K
|
3.58K
$367K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
11.7K+ 87.91% |
$1.26M - $1.6M
|
25K
$2.57M
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
BUY
|
- |
195+ 28.8% |
$21K - $26.7K
|
872
$89.4K
|
|
|
Apr 14, 2025
Q1 2025
|
Wedge Capital Management L L P
|
BUY
|
- |
2.99K+ 17.32% |
$322K - $409K
|
20.2K
$2.07M
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
37+ 925.0% |
$3.99K - $5.07K
|
41
$4.2K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
39+ 8.48% |
$4.2K - $5.34K
|
499
$51.2K
|
|
|
Apr 14, 2025
Q1 2025
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
12.4K+ 16.04% |
$1.34M - $1.7M
|
89.8K
$9.21M
|
|
|
Apr 14, 2025
Q1 2025
|
Chicago Trust CO Na
|
BUY
|
- |
100+ 0.51% |
$10.8K - $13.7K
|
19.9K
$2.04M
|
|
|
Apr 14, 2025
Q1 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-484- 2.07% |
$52.2K - $66.3K
|
22.8K
$2.34M
|
|
|
Apr 14, 2025
Q1 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-3- 25.0% |
$323 - $411
|
9
$923
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
5.04KNew |
$543K - $690K
|
5.04K
$517K
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-266K- 99.11% |
$28.6M - $36.4M
|
2.38K
$244K
|
|
|
Apr 11, 2025
Q1 2025
|
Congress Asset Management CO
|
SELL
|
- |
-193- 0.2% |
$20.8K - $26.4K
|
94.1K
$9.65M
|
|
|
Apr 11, 2025
Q1 2025
|
Reinhart Partners, Inc.
|
BUY
|
- |
85.1K+ 14.56% |
$9.17M - $11.7M
|
670K
$68.7M
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
3New |
$323 - $411
|
3
$308
|
|
|
Apr 10, 2025
Q1 2025
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
81.4K+ 411.1% |
$8.77M - $11.1M
|
101K
$10.4M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
187+ 8.87% |
$20.2K - $25.6K
|
2.3K
$235K
|
|
|
Apr 09, 2025
Q1 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
2.32KNew |
$250K - $317K
|
2.32K
$238K
|
|
|
Apr 09, 2025
Q1 2025
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-650- 18.96% |
$70K - $89K
|
2.78K
$285K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
209New |
$22.5K - $28.6K
|
209
$21.4K
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
6+ 0.33% |
$647 - $822
|
1.84K
$189K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
1+ 0.03% |
$108 - $137
|
3.08K
$316K
|
|
|
Apr 08, 2025
Q1 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
34New |
$3.66K - $4.66K
|
34
$3.49K
|
|
|
Apr 08, 2025
Q1 2025
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-420- 0.22% |
$45.3K - $57.5K
|
190K
$19.5M
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
10+ 250.0% |
$1.08K - $1.37K
|
14
$1.44K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
150+ 33.86% |
$16.2K - $20.5K
|
593
$60.8K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
2+ 50.0% |
$216 - $274
|
6
$615
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
BUY
|
- |
28+ 8.62% |
$3.02K - $3.83K
|
353
$36.2K
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
55+ 10.2% |
$5.93K - $7.53K
|
594
$60.9K
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
79+ 71.82% |
$8.51K - $10.8K
|
189
$19.4K
|
|
| Q4 2024 | |||||||
|
Apr 01, 2025
Q4 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
46New |
$4.79K - $6.37K
|
46
$4.72K
|
|
|
Mar 04, 2025
Q4 2024
|
Phocas Financial Corp.
Alameda, CA |
BUY
|
- |
109K+ 560.52% |
$11.3M - $15.1M
|
128K
$13.1M
|
|
|
Feb 28, 2025
Q4 2024
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
51+ 1.55% |
$5.31K - $7.06K
|
3.35K
$343K
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
27New |
$2.81K - $3.74K
|
27
$2.77K
|
|
|
Feb 27, 2025
Q4 2024
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
2+ 3.33% |
$208 - $277
|
62
$6.36K
|
|