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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Alyeska Investment Group, L.P.
Chicago, IL |
SELL
|
- |
-140K- 50.74% |
$13.3M - $17.3M
|
136K
$17.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
95New |
$9.04K - $11.8K
|
95
$12.2K
|
|
|
Aug 14, 2025
Q2 2025
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
2.98KNew |
$283K - $370K
|
2.98K
$382K
|
|
|
Aug 14, 2025
Q2 2025
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
24.7KNew |
$2.35M - $3.07M
|
24.7K
$3.17M
|
|
|
Aug 14, 2025
Q2 2025
|
Twinbeech Capital LP
Purchase, NY |
SELL
|
- |
-9.49K- 54.44% |
$903K - $1.18M
|
7.94K
$1.02M
|
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
SELL
|
- |
-100- 10.85% |
$9.52K - $12.4K
|
822
$105K
|
|
|
Aug 14, 2025
Q2 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
4+ 133.33% |
$381 - $497
|
7
$898
|
|
|
Aug 14, 2025
Q2 2025
|
Great West Life Assurance CO
Winnipeg, A2 |
SELL
|
- |
-110K- 66.24% |
$10.5M - $13.7M
|
56.2K
$7.21M
|
|
|
Aug 14, 2025
Q2 2025
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
376+ 6.31% |
$35.8K - $46.7K
|
6.34K
$813K
|
|
|
Aug 13, 2025
Q2 2025
|
Capital International Investors
Los Angeles, CA |
SELL
|
- |
-223K- 14.0% |
$21.2M - $27.7M
|
1.37M
$175M
|
|
|
Aug 13, 2025
Q2 2025
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-61- 2.52% |
$5.81K - $7.58K
|
2.36K
$303K
|
|
|
Aug 13, 2025
Q2 2025
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
20.9KNew |
$1.99M - $2.6M
|
20.9K
$2.69M
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
883New |
$84K - $110K
|
883
$113K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
59New |
$5.62K - $7.33K
|
59
$7.57K
|
|
|
Aug 13, 2025
Q2 2025
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
44New |
$4.19K - $5.47K
|
44
$5.65K
|
|
|
Aug 12, 2025
Q2 2025
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
7.96KNew |
$758K - $989K
|
7.96K
$1.02M
|
|
|
Aug 12, 2025
Q2 2025
|
Gitterman Wealth Management, LLC
|
BUY
|
- |
69+ 2.87% |
$6.57K - $8.57K
|
2.47K
$317K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
5.04KNew |
$479K - $626K
|
5.04K
$646K
|
|
|
Aug 12, 2025
Q2 2025
|
Providence Wealth Advisors, LLC
Frankfort, IL |
BUY
|
- |
1.62KNew |
$155K - $202K
|
1.62K
$208K
|
|
|
Aug 11, 2025
Q2 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-78- 2.53% |
$7.42K - $9.69K
|
3.01K
$386K
|
|
|
Aug 11, 2025
Q2 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
1New |
$95.2 - $124
|
1
$128
|
|
|
Aug 11, 2025
Q2 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
39+ 28.89% |
$3.71K - $4.84K
|
174
$22.3K
|
|
|
Aug 11, 2025
Q2 2025
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
1.96KNew |
$186K - $243K
|
1.96K
$251K
|
|
|
Aug 11, 2025
Q2 2025
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
117+ 1.42% |
$11.1K - $14.5K
|
8.35K
$1.07M
|
|
|
Aug 08, 2025
Q2 2025
|
Kbc Group Nv
|
SELL
|
- |
-848- 29.7% |
$80.7K - $105K
|
2.01K
$257K
|
|
|
Aug 08, 2025
Q2 2025
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-340- 12.88% |
$32.4K - $42.2K
|
2.3K
$295K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.65K+ 24.31% |
$157K - $204K
|
8.42K
$1.08M
|
|
|
Aug 07, 2025
Q2 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
4New |
$381 - $497
|
4
$513
|
|
|
Aug 07, 2025
Q2 2025
|
Connor, Clark & Lunn Investment Management Ltd.
|
SELL
|
- |
-14K- 70.29% |
$1.33M - $1.74M
|
5.92K
$759K
|
|
|
Aug 07, 2025
Q2 2025
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
4.06KNew |
$387K - $505K
|
4.06K
$521K
|
|
|
Aug 07, 2025
Q2 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
1+ 7.14% |
$95.2 - $124
|
15
$1.92K
|
|
|
Aug 06, 2025
Q2 2025
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-1K- 17.39% |
$95.2K - $124K
|
4.75K
$609K
|
|
|
Aug 06, 2025
Q2 2025
|
Princeton Capital Management LLC
Red Bank, NJ |
BUY
|
- |
500+ 19.44% |
$47.6K - $62.1K
|
3.07K
$394K
|
|
|
Aug 06, 2025
Q2 2025
|
Paulson Wealth Management Inc.
|
BUY
|
- |
32+ 1.32% |
$3.05K - $3.97K
|
2.45K
$315K
|
|
|
Aug 06, 2025
Q2 2025
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
44New |
$4.19K - $5.47K
|
44
$5.65K
|
|
|
Aug 05, 2025
Q2 2025
|
Simplex Trading, LLC
|
BUY
|
- |
18New |
$1.71K - $2.24K
|
18
$2.31K
|
|
|
Aug 05, 2025
Q2 2025
|
Flynn Zito Capital Management, LLC
|
SELL
|
- |
-1.05K- 36.35% |
$99.5K - $130K
|
1.83K
$235K
|
|
|
Aug 05, 2025
Q2 2025
|
Burney CO
Reston, VA |
BUY
|
- |
2.32KNew |
$221K - $288K
|
2.32K
$298K
|
|
|
Aug 05, 2025
Q2 2025
|
New Square Capital LLC
|
BUY
|
- |
3+ 7.32% |
$286 - $373
|
44
$5.65K
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
86+ 14.26% |
$8.18K - $10.7K
|
689
$88.4K
|
|
|
Aug 04, 2025
Q2 2025
|
Emerald Mutual Fund Advisers Trust
|
BUY
|
- |
3.03K+ 30.33% |
$288K - $376K
|
13K
$1.67M
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-19- 21.59% |
$1.81K - $2.36K
|
69
$8.85K
|
|
|
Aug 01, 2025
Q2 2025
|
Peregrine Capital Management LLC
|
BUY
|
- |
1+ 0.81% |
$95.2 - $124
|
125
$16K
|
|
|
Jul 31, 2025
Q2 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
9+ 0.03% |
$857 - $1.12K
|
28.5K
$3.66M
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-3- 0.33% |
$286 - $373
|
896
$115K
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO
|
SELL
|
- |
-17- 6.25% |
$1.62K - $2.11K
|
255
$32.7K
|
|
|
Jul 30, 2025
Q2 2025
|
Schaper Benz & Wise Investment Counsel Inc
|
SELL
|
- |
-1.66K- 32.13% |
$158K - $206K
|
3.5K
$449K
|
|
|
Jul 30, 2025
Q2 2025
|
New Mexico Educational Retirement Board
|
BUY
|
- |
1.3K+ 10.48% |
$124K - $161K
|
13.7K
$1.76M
|
|
|
Jul 30, 2025
Q2 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-356- 6.13% |
$33.9K - $44.2K
|
5.45K
$700K
|
|