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 11, 2024
Q1 2024
|
Paragon Capital Management LTD
|
BUY
|
- |
11+ 0.4% |
$996 - $1.15K
|
2.73K
$350K
|
|
| Q4 2023 | |||||||
|
Aug 15, 2025
Q4 2023
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
BUY
|
- |
1+ 8.33% |
$72.6 - $97
|
13
$1.67K
|
|
|
Jun 03, 2024
Q4 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
3KNew |
$217K - $290K
|
3K
$384K
|
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
23New |
$1.67K - $2.23K
|
23
$2.95K
|
|
|
Feb 14, 2024
Q4 2023
|
Scientech Research LLC
Jersey City, NJ |
BUY
|
- |
3.87KNew |
$281K - $375K
|
3.87K
$496K
|
|
|
Feb 14, 2024
Q4 2023
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
232New |
$16.8K - $22.5K
|
232
$29.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Hancock Whitney Corp
|
BUY
|
- |
4.71KNew |
$342K - $456K
|
4.71K
$604K
|
|
|
Feb 14, 2024
Q4 2023
|
Hotchkis & Wiley Capital Management LLC
Los Angeles, CA |
SELL
|
- |
-5.5K- 7.58% |
$399K - $533K
|
67K
$8.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Elequin Capital LP
New York, NY |
BUY
|
- |
5.64KNew |
$409K - $547K
|
5.64K
$723K
|
|
|
Feb 14, 2024
Q4 2023
|
Bhz Capital Management, LP
San Jose, CA |
SELL
|
- |
-11K- 42.97% |
$798K - $1.07M
|
14.6K
$1.87M
|
|
|
Feb 14, 2024
Q4 2023
|
Weiss Multi Strategy Advisers LLC
New York, NY |
BUY
|
- |
50.3K+ 82.16% |
$3.65M - $4.88M
|
112K
$14.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
2.69KNew |
$195K - $260K
|
2.69K
$345K
|
|
|
Feb 14, 2024
Q4 2023
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
2.6KNew |
$189K - $252K
|
2.6K
$334K
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
8.17KNew |
$593K - $792K
|
8.17K
$1.05M
|
|
|
Feb 14, 2024
Q4 2023
|
North Reef Capital Management LP
Laguna Beach, CA |
SELL
|
- |
-619K- 89.84% |
$44.9M - $60M
|
70K
$8.98M
|
|
|
Feb 14, 2024
Q4 2023
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
SELL
|
- |
-6.2K- 43.66% |
$450K - $601K
|
8K
$1.03M
|
|
|
Feb 14, 2024
Q4 2023
|
Point72 Hong Kong LTD
Hong Kong, K3 |
BUY
|
- |
20.1KNew |
$1.46M - $1.95M
|
20.1K
$2.58M
|
|
|
Feb 14, 2024
Q4 2023
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
- |
92New |
$6.68K - $8.92K
|
92
$11.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Chicago Wealth Management, Inc.
Chicago, IL |
BUY
|
- |
2.16KNew |
$157K - $210K
|
2.16K
$277K
|
|
|
Feb 14, 2024
Q4 2023
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
- |
14KNew |
$1.02M - $1.36M
|
14K
$1.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
169New |
$12.3K - $16.4K
|
169
$21.7K
|
|
|
Feb 13, 2024
Q4 2023
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
7.35KNew |
$533K - $713K
|
7.35K
$943K
|
|
|
Feb 12, 2024
Q4 2023
|
Martingale Asset Management L P
Boston, MA |
BUY
|
- |
715+ 3.59% |
$51.9K - $69.3K
|
20.6K
$2.65M
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
BUY
|
- |
4+ 100.0% |
$290 - $388
|
8
$1.03K
|
|
|
Feb 08, 2024
Q4 2023
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
2.38KNew |
$173K - $231K
|
2.38K
$305K
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
71New |
$5.15K - $6.88K
|
71
$9.11K
|
|
|
Feb 07, 2024
Q4 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
50New |
$3.63K - $4.85K
|
50
$6.42K
|
|
|
Feb 02, 2024
Q4 2023
|
Pl Capital Advisors, LLC
Naples, FL |
SELL
|
- |
-1.65K- 47.0% |
$119K - $159K
|
1.86K
$238K
|
|
|
Feb 01, 2024
Q4 2023
|
Telemus Capital, LLC
|
BUY
|
- |
795+ 14.52% |
$57.7K - $77.1K
|
6.27K
$804K
|
|
|
Feb 01, 2024
Q4 2023
|
Duality Advisers, LP
Miami, FL |
BUY
|
- |
1.85K+ 40.68% |
$134K - $179K
|
6.38K
$819K
|
|
|
Feb 01, 2024
Q4 2023
|
Wolverine Asset Management LLC
|
BUY
|
- |
2.97KNew |
$215K - $288K
|
2.97K
$381K
|
|
|
Jan 30, 2024
Q4 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
81New |
$5.88K - $7.85K
|
81
$10.4K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
494New |
$35.8K - $47.9K
|
494
$63.4K
|
|
|
Jan 02, 2024
Q4 2023
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-260Closed |
$18.9K - $25.2K
|
0
$0
|
|
| Q3 2023 | |||||||
|
Apr 25, 2025
Q3 2023
|
Pmc Fig Opportunities LLC
Jerusalem, L3 |
SELL
|
- |
-20KClosed |
$1.43M - $1.72M
|
0
$0
|
|
|
Aug 08, 2024
Q3 2023
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-11Closed |
$785 - $947
|
0
$0
|
|
|
Jan 25, 2024
Q3 2023
|
Delphi Management Inc /Ma/
Boston, MA |
SELL
|
- |
-66- 0.49% |
$4.71K - $5.68K
|
13.4K
$1.72M
|
|
|
Nov 14, 2023
Q3 2023
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-4.94K- 50.49% |
$352K - $425K
|
4.84K
$621K
|
|
|
Nov 14, 2023
Q3 2023
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
BUY
|
- |
8.7KNew |
$621K - $749K
|
8.7K
$1.12M
|
|
|
Nov 14, 2023
Q3 2023
|
Diametric Capital, LP
Boston, MA |
BUY
|
- |
3.22KNew |
$230K - $277K
|
3.22K
$413K
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
60+ 500.0% |
$4.28K - $5.16K
|
72
$9.24K
|
|
|
Nov 13, 2023
Q3 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
13.7KNew |
$979K - $1.18M
|
13.7K
$1.76M
|
|
|
Nov 09, 2023
Q3 2023
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
BUY
|
- |
761+ 21.6% |
$54.3K - $65.5K
|
4.28K
$550K
|
|
|
Nov 08, 2023
Q3 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
24New |
$1.71K - $2.07K
|
24
$3.08K
|
|
|
Nov 07, 2023
Q3 2023
|
South Dakota Investment Council
Sioux Falls, SD |
SELL
|
- |
-19.8K- 93.49% |
$1.41M - $1.7M
|
1.38K
$177K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
251+ 3.72% |
$17.9K - $21.6K
|
7.01K
$899K
|
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
SELL
|
- |
-5- 0.21% |
$357 - $430
|
2.38K
$305K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
73New |
$5.21K - $6.28K
|
73
$9.37K
|
|
| Q2 2023 | |||||||
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-1.14K- 22.11% |
$68.9K - $83.7K
|
4K
$513K
|
|
|
Sep 25, 2023
Q2 2023
|
Brookfield Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-12K- 18.12% |
$730K - $886K
|
54.3K
$6.97M
|
|