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 |
---|---|---|---|---|---|---|---|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
20+ 3.66% |
$2.08K - $2.77K
|
566
$72K
|
|
Feb 03, 2025
Q4 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
9.97K+ 17.65% |
$1.04M - $1.38M
|
66.4K
$8.45M
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-62- 0.61% |
$6.46K - $8.59K
|
10.2K
$1.3M
|
|
Feb 03, 2025
Q4 2024
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
1.15K+ 31.29% |
$119K - $159K
|
4.81K
$612K
|
|
Jan 31, 2025
Q4 2024
|
Peregrine Capital Management LLC
|
SELL
|
- |
-67.6K- 99.82% |
$7.04M - $9.37M
|
124
$15.8K
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
205+ 10.5% |
$21.4K - $28.4K
|
2.16K
$274K
|
|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
1.3MNew |
$136M - $180M
|
1.3M
$166M
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
4.41K+ 34.83% |
$460K - $611K
|
17.1K
$2.17M
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
306+ 0.74% |
$31.9K - $42.4K
|
41.7K
$5.3M
|
|
Jan 31, 2025
Q4 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
1.88KNew |
$196K - $261K
|
1.88K
$239K
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
81New |
$8.44K - $11.2K
|
81
$10.3K
|
|
Jan 31, 2025
Q4 2024
|
New York State Common Retirement Fund
|
SELL
|
- |
-6.82K- 1.91% |
$710K - $944K
|
351K
$44.6M
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
146+ 63.48% |
$15.2K - $20.2K
|
376
$47.8K
|
|
Jan 31, 2025
Q4 2024
|
Alberta Investment Management Corp
Edmonton, A0 |
BUY
|
- |
3.37K+ 8.49% |
$351K - $467K
|
43.1K
$5.48M
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
2.01K+ 95.45% |
$210K - $279K
|
4.12K
$525K
|
|
Jan 30, 2025
Q4 2024
|
New York State Teachers Retirement System
|
SELL
|
- |
-775- 0.85% |
$80.7K - $107K
|
90K
$11.4M
|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
BUY
|
- |
37New |
$3.85K - $5.12K
|
37
$4.71K
|
|
Jan 30, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-1.82K- 0.94% |
$189K - $252K
|
190K
$24.2M
|
|
Jan 30, 2025
Q4 2024
|
Stieven Capital Advisors, L.P.
St. Louis, MO |
SELL
|
- |
-9.2K- 5.54% |
$958K - $1.27M
|
157K
$20M
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
20+ 6.51% |
$2.08K - $2.77K
|
327
$41.6K
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
26+ 3.8% |
$2.71K - $3.6K
|
711
$90.5K
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
13New |
$1.35K - $1.8K
|
13
$1.65K
|
|
Jan 30, 2025
Q4 2024
|
Congress Asset Management CO
|
BUY
|
- |
4.41K+ 4.9% |
$459K - $611K
|
94.3K
$12M
|
|
Jan 29, 2025
Q4 2024
|
Lightrock Netherlands B.V.
Utrecht, P7 |
BUY
|
- |
119KNew |
$12.4M - $16.5M
|
119K
$15.2M
|
|
Jan 29, 2025
Q4 2024
|
Shaker Investments LLC
|
SELL
|
- |
-231- 0.8% |
$24.1K - $32K
|
28.7K
$3.65M
|
|
Jan 29, 2025
Q4 2024
|
Louisiana State Employees Retirement System
|
BUY
|
- |
100+ 0.54% |
$10.4K - $13.9K
|
18.5K
$2.35M
|
|
Jan 29, 2025
Q4 2024
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
60+ 2.14% |
$6.25K - $8.31K
|
2.86K
$364K
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-8.32K- 4.09% |
$866K - $1.15M
|
195K
$24.8M
|
|
Jan 29, 2025
Q4 2024
|
Legato Capital Management LLC
|
BUY
|
- |
869+ 7.84% |
$90.5K - $120K
|
12K
$1.52M
|
|
Jan 29, 2025
Q4 2024
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-9.3K- 2.17% |
$969K - $1.29M
|
420K
$53.5M
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
27+ 87.1% |
$2.81K - $3.74K
|
58
$7.38K
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
38New |
$3.96K - $5.26K
|
38
$4.84K
|
|
Jan 28, 2025
Q4 2024
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
BUY
|
- |
16.5KNew |
$1.72M - $2.29M
|
16.5K
$2.1M
|
|
Jan 28, 2025
Q4 2024
|
Entropy Technologies, LP
New York, NY |
BUY
|
- |
4KNew |
$416K - $554K
|
4K
$509K
|
|
Jan 28, 2025
Q4 2024
|
Arcataur Capital Management LLC
Milwaukee, WI |
BUY
|
- |
1.8KNew |
$187K - $249K
|
1.8K
$229K
|
|
Jan 28, 2025
Q4 2024
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
6.08K+ 44.31% |
$633K - $842K
|
19.8K
$2.52M
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-3- 4.41% |
$312 - $416
|
65
$8.27K
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-419- 19.69% |
$43.6K - $58K
|
1.71K
$217K
|
|
Jan 27, 2025
Q4 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-822- 3.4% |
$85.6K - $114K
|
23.3K
$2.97M
|
|
Jan 27, 2025
Q4 2024
|
Retirement Systems Of Alabama
|
BUY
|
- |
67+ 0.08% |
$6.98K - $9.28K
|
80.8K
$10.3M
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-570- 4.88% |
$59.4K - $78.9K
|
11.1K
$1.41M
|
|
Jan 27, 2025
Q4 2024
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-135- 1.75% |
$14.1K - $18.7K
|
7.58K
$965K
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-24- 18.75% |
$2.5K - $3.32K
|
104
$13.2K
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
89+ 3.59% |
$9.27K - $12.3K
|
2.57K
$327K
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
3.1K+ 112.65% |
$323K - $429K
|
5.85K
$744K
|
|
Jan 24, 2025
Q4 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
2+ 0.05% |
$208 - $277
|
4.23K
$538K
|
|
Jan 24, 2025
Q4 2024
|
Calamos Advisors LLC
|
BUY
|
- |
26.3KNew |
$2.74M - $3.64M
|
26.3K
$3.35M
|
|
Jan 24, 2025
Q4 2024
|
Abrdn PLC
|
BUY
|
- |
65.1K+ 20.71% |
$6.78M - $9.02M
|
379K
$48.3M
|
|
Jan 24, 2025
Q4 2024
|
Calamos Advisors LLC
|
BUY
|
CALL |
77.6KNew |
$8.08M - $10.7M
|
77.6K
$9.87M
|
|
Jan 24, 2025
Q4 2024
|
Jennison Associates LLC
|
SELL
|
- |
-9.43K- 1.76% |
$982K - $1.31M
|
527K
$67M
|