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 |
|---|---|---|---|---|---|---|---|
|
Nov 19, 2025
Q3 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
20+ 0.34% |
$2.45K - $2.8K
|
5.91K
$759K
|
|
|
Nov 12, 2025
Q3 2025
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
19+ 0.73% |
$2.33K - $2.66K
|
2.63K
$338K
|
|
|
Nov 14, 2025
Q3 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
17+ 77.27% |
$2.08K - $2.38K
|
39
$5K
|
|
|
Oct 30, 2025
Q3 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
17New |
$2.08K - $2.38K
|
17
$2.18K
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
17+ 0.16% |
$2.08K - $2.38K
|
10.4K
$1.34M
|
|
|
Nov 03, 2025
Q3 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
16New |
$1.96K - $2.24K
|
16
$2.05K
|
|
|
Oct 29, 2025
Q3 2025
|
J.Safra Asset Management Corp
|
BUY
|
- |
15New |
$1.84K - $2.1K
|
15
$1.92K
|
|
|
Oct 20, 2025
Q3 2025
|
Albion Financial Group
|
BUY
|
- |
14New |
$1.72K - $1.96K
|
14
$1.8K
|
|
|
Nov 14, 2025
Q3 2025
|
Larson Financial Group LLC
|
BUY
|
- |
12+ 70.59% |
$1.47K - $1.68K
|
29
$3.72K
|
|
|
Nov 04, 2025
Q3 2025
|
Umb Bank, N.A.
|
BUY
|
- |
12+ 1.23% |
$1.47K - $1.68K
|
990
$127K
|
|
|
Oct 24, 2025
Q3 2025
|
Hemington Wealth Management
|
BUY
|
- |
9+ 10.0% |
$1.1K - $1.26K
|
99
$12.7K
|
|
|
Oct 21, 2025
Q3 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
9+ 0.49% |
$1.1K - $1.26K
|
1.86K
$239K
|
|
|
Nov 12, 2025
Q3 2025
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
7New |
$858 - $979
|
7
$898
|
|
|
Oct 24, 2025
Q3 2025
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
6New |
$735 - $839
|
6
$770
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
6+ 0.15% |
$735 - $839
|
3.93K
$504K
|
|
|
Oct 30, 2025
Q3 2025
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
5+ 0.31% |
$613 - $699
|
1.64K
$210K
|
|
|
Oct 14, 2025
Q3 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
5New |
$613 - $699
|
5
$642
|
|
|
Nov 12, 2025
Q3 2025
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
4New |
$490 - $559
|
4
$513
|
|
|
Nov 13, 2025
Q3 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
3+ 300.0% |
$368 - $419
|
4
$513
|
|
|
Oct 21, 2025
Q3 2025
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
3+ 0.07% |
$368 - $419
|
4.24K
$544K
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2+ 0.34% |
$245 - $280
|
588
$75.4K
|
|
|
Nov 10, 2025
Q3 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
2+ 25.0% |
$245 - $280
|
10
$1.28K
|
|
|
Oct 17, 2025
Q3 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
2+ 3.7% |
$245 - $280
|
56
$7.18K
|
|
|
Nov 14, 2025
Q3 2025
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
1+ 0.0% |
$123 - $140
|
133K
$17.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Maseco LLP
London, |
BUY
|
- |
1+ 0.5% |
$123 - $140
|
200
$25.7K
|
|
|
Oct 10, 2025
Q3 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
1+ 1.75% |
$123 - $140
|
58
$7.44K
|
|
|
Oct 09, 2025
Q3 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
1+ 25.0% |
$123 - $140
|
5
$642
|
|
|
Oct 08, 2025
Q3 2025
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 0.7% |
$123 - $140
|
144
$18.5K
|
|
| Q2 2025 | |||||||
|
Aug 14, 2025
Q2 2025
|
Axa S.A.
Paris, I0 |
BUY
|
- |
74.2KNew |
$7.06M - $9.21M
|
74.2K
$9.52M
|
|
|
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 13, 2025
Q2 2025
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
20.9KNew |
$1.99M - $2.6M
|
20.9K
$2.69M
|
|
|
Aug 14, 2025
Q2 2025
|
Interval Partners, LP
New York, NY |
BUY
|
- |
16.1KNew |
$1.54M - $2M
|
16.1K
$2.07M
|
|
|
Aug 12, 2025
Q2 2025
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
7.96KNew |
$758K - $989K
|
7.96K
$1.02M
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
5.81K+ 3.29% |
$553K - $722K
|
182K
$23.4M
|
|
|
Aug 12, 2025
Q2 2025
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
5.04KNew |
$479K - $626K
|
5.04K
$646K
|
|
|
Jul 16, 2025
Q2 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
4.55KNew |
$433K - $565K
|
4.55K
$583K
|
|
|
Aug 07, 2025
Q2 2025
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
4.06KNew |
$387K - $505K
|
4.06K
$521K
|
|
|
Aug 14, 2025
Q2 2025
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
3.39KNew |
$323K - $421K
|
3.39K
$435K
|
|
|
Aug 04, 2025
Q2 2025
|
Emerald Mutual Fund Advisers Trust
|
BUY
|
- |
3.03K+ 30.33% |
$288K - $376K
|
13K
$1.67M
|
|
|
Aug 14, 2025
Q2 2025
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
2.98KNew |
$283K - $370K
|
2.98K
$382K
|
|
|
Aug 05, 2025
Q2 2025
|
Burney CO
Reston, VA |
BUY
|
- |
2.32KNew |
$221K - $288K
|
2.32K
$298K
|
|
|
Aug 11, 2025
Q2 2025
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
1.96KNew |
$186K - $243K
|
1.96K
$251K
|
|
|
Jul 11, 2025
Q2 2025
|
Financial Advisory Corp
Grand Rapids, MI |
BUY
|
- |
1.72KNew |
$164K - $214K
|
1.72K
$221K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.65K+ 24.31% |
$157K - $204K
|
8.42K
$1.08M
|
|
|
Aug 12, 2025
Q2 2025
|
Providence Wealth Advisors, LLC
Frankfort, IL |
BUY
|
- |
1.62KNew |
$155K - $202K
|
1.62K
$208K
|
|
|
Jul 30, 2025
Q2 2025
|
New Mexico Educational Retirement Board
|
BUY
|
- |
1.3K+ 10.48% |
$124K - $161K
|
13.7K
$1.76M
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
883New |
$84K - $110K
|
883
$113K
|
|
|
Aug 06, 2025
Q2 2025
|
Princeton Capital Management LLC
Red Bank, NJ |
BUY
|
- |
500+ 19.44% |
$47.6K - $62.1K
|
3.07K
$394K
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
467+ 10.1% |
$44.4K - $58K
|
5.09K
$653K
|
|
|
Jul 28, 2025
Q2 2025
|
Bayforest Capital LTD
London, X0 |
BUY
|
- |
416+ 442.55% |
$39.6K - $51.7K
|
510
$65.4K
|
|