Latest Institutional Purchases of Wintrust Financial Corp (WTFC)
This list provides information on the latest institutional transactions involving Wintrust Financial Corp (WTFC) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 14, 2025
Q4 2024
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
698New |
$72.7K - $96.7K
|
698
$71.6K
|
|
Feb 13, 2025
Q4 2024
|
Profund Advisors LLC
|
BUY
|
- |
697+ 19.71% |
$72.6K - $96.5K
|
4.23K
$434K
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
642+ 10.35% |
$66.9K - $88.9K
|
6.84K
$701K
|
|
Feb 14, 2025
Q4 2024
|
Quarry LP
New York, NY |
BUY
|
- |
623New |
$64.9K - $86.3K
|
623
$63.9K
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
617+ 920.9% |
$64.3K - $85.5K
|
684
$70.1K
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
466+ 15.17% |
$48.5K - $64.5K
|
3.54K
$363K
|
|
Feb 10, 2025
Q4 2024
|
Xponance, Inc.
|
BUY
|
- |
405+ 5.69% |
$42.2K - $56.1K
|
7.52K
$771K
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
398+ 10.43% |
$41.5K - $55.1K
|
4.21K
$432K
|
|
Feb 13, 2025
Q4 2024
|
Alpha Dna Investment Management LLC
Columbia, MD |
BUY
|
- |
353+ 7.63% |
$36.8K - $48.9K
|
4.98K
$511K
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
348New |
$36.2K - $48.2K
|
348
$35.7K
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
324+ 6.22% |
$33.7K - $44.9K
|
5.53K
$567K
|
|
Jan 16, 2025
Q4 2024
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
323+ 6.03% |
$33.6K - $44.7K
|
5.68K
$582K
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
306+ 0.74% |
$31.9K - $42.4K
|
41.7K
$4.27M
|
|
Feb 10, 2025
Q4 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
283+ 4.74% |
$29.5K - $39.2K
|
6.25K
$641K
|
|
Feb 14, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
273+ 3.02% |
$28.4K - $37.8K
|
9.32K
$955K
|
|
Feb 14, 2025
Q4 2024
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
244+ 8.43% |
$25.4K - $33.8K
|
3.14K
$322K
|
|
Feb 14, 2025
Q4 2024
|
Point72 (Difc) LTD
Dubai, C0 |
BUY
|
- |
221New |
$23K - $30.6K
|
221
$22.7K
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
205+ 10.5% |
$21.4K - $28.4K
|
2.16K
$221K
|
|
Jan 22, 2025
Q4 2024
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
190+ 1.95% |
$19.8K - $26.3K
|
9.91K
$1.02M
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
176+ 1.64% |
$18.3K - $24.4K
|
10.9K
$1.12M
|
|
Feb 13, 2025
Q4 2024
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
170+ 0.6% |
$17.7K - $23.5K
|
28.5K
$2.92M
|
|
Feb 06, 2025
Q4 2024
|
Arizona State Retirement System
|
BUY
|
- |
154+ 0.8% |
$16K - $21.3K
|
19.3K
$1.98M
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
146+ 3.81% |
$15.2K - $20.2K
|
3.98K
$408K
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
146+ 63.48% |
$15.2K - $20.2K
|
376
$38.5K
|
|
Feb 14, 2025
Q4 2024
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
145New |
$15.1K - $20.1K
|
145
$14.9K
|
|
Feb 12, 2025
Q4 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
134+ 3.87% |
$14K - $18.6K
|
3.6K
$369K
|
|
Feb 04, 2025
Q4 2024
|
Access Investment Management LLC
Atlanta, GA |
BUY
|
- |
130+ 0.73% |
$13.5K - $18K
|
17.9K
$1.83M
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
127+ 3.3% |
$13.2K - $17.6K
|
3.97K
$407K
|
|
Feb 10, 2025
Q4 2024
|
Gitterman Wealth Management, LLC
|
BUY
|
- |
113+ 5.0% |
$11.8K - $15.7K
|
2.37K
$243K
|
|
Jan 29, 2025
Q4 2024
|
Louisiana State Employees Retirement System
|
BUY
|
- |
100+ 0.54% |
$10.4K - $13.9K
|
18.5K
$1.9M
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
89+ 3.59% |
$9.27K - $12.3K
|
2.57K
$263K
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
84New |
$8.75K - $11.6K
|
84
$8.61K
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
81New |
$8.44K - $11.2K
|
81
$8.3K
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
BUY
|
- |
72+ 0.39% |
$7.5K - $9.97K
|
18.7K
$1.92M
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
71+ 17.93% |
$7.39K - $9.83K
|
467
$47.9K
|
|
Jan 27, 2025
Q4 2024
|
Retirement Systems Of Alabama
|
BUY
|
- |
67+ 0.08% |
$6.98K - $9.28K
|
80.8K
$8.29M
|
|
Feb 13, 2025
Q4 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
64+ 1.06% |
$6.67K - $8.86K
|
6.13K
$628K
|
|
Jan 29, 2025
Q4 2024
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
60+ 2.14% |
$6.25K - $8.31K
|
2.86K
$293K
|
|
Feb 12, 2025
Q4 2024
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
56+ 1.09% |
$5.83K - $7.76K
|
5.18K
$531K
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
54+ 1.5% |
$5.62K - $7.48K
|
3.66K
$375K
|
|
Feb 28, 2025
Q4 2024
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
51+ 1.55% |
$5.31K - $7.06K
|
3.35K
$343K
|
|
Apr 01, 2025
Q4 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
46New |
$4.79K - $6.37K
|
46
$4.72K
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
41+ 1.61% |
$4.27K - $5.68K
|
2.59K
$266K
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
38New |
$3.96K - $5.26K
|
38
$3.9K
|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
BUY
|
- |
37New |
$3.85K - $5.12K
|
37
$3.79K
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
35+ 1.57% |
$3.65K - $4.85K
|
2.26K
$232K
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
35+ 11.25% |
$3.65K - $4.85K
|
346
$35.5K
|
|
Feb 10, 2025
Q4 2024
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
34New |
$3.54K - $4.71K
|
34
$3.49K
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
34+ 3.0% |
$3.54K - $4.71K
|
1.17K
$120K
|
|
Feb 12, 2025
Q4 2024
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
33+ 0.5% |
$3.44K - $4.57K
|
6.58K
$675K
|