Purchases and Sales Made in Q1 2024 in Wintrust Financial Corp (WTFC)
This table provides information about the institutional ownership of Wintrust Financial Corp (WTFC) during Q1 2024. The information is specifically focused on institutions that hold shares of WINTRUST FINANCIAL CORP.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2024
Q1 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
11.4K+ 6.71% |
$1.04M - $1.2M
|
182K
$24M
|
|
|
May 13, 2024
Q1 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
11.3KNew |
$1.02M - $1.18M
|
11.3K
$1.49M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
10.3K+ 415.48% |
$936K - $1.08M
|
12.8K
$1.69M
|
|
|
May 07, 2024
Q1 2024
|
M&T Bank Corp
|
BUY
|
- |
10.2K+ 137.83% |
$924K - $1.07M
|
17.6K
$2.32M
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
10.2K+ 484.14% |
$923K - $1.07M
|
12.3K
$1.62M
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
9.68K+ 21.38% |
$877K - $1.01M
|
55K
$7.24M
|
|
|
May 14, 2024
Q1 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
9.5K+ 19.04% |
$861K - $994K
|
59.4K
$7.83M
|
|
|
Apr 30, 2024
Q1 2024
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
9KNew |
$815K - $942K
|
9K
$1.19M
|
|
|
May 13, 2024
Q1 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
7.66KNew |
$694K - $802K
|
7.66K
$1.01M
|
|
|
May 15, 2024
Q1 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
7.12K+ 37.57% |
$645K - $746K
|
26.1K
$3.44M
|
|
|
May 08, 2024
Q1 2024
|
Bnp Paribas Asset Management Holding S.A.
|
BUY
|
- |
7.1K+ 5.89% |
$643K - $743K
|
128K
$16.8M
|
|
|
May 15, 2024
Q1 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
6.45K+ 5.03% |
$584K - $675K
|
135K
$17.7M
|
|
|
Apr 23, 2024
Q1 2024
|
Hunter Perkins Capital Management, LLC
|
BUY
|
- |
6.4KNew |
$580K - $670K
|
6.4K
$843K
|
|
|
May 14, 2024
Q1 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
6.21KNew |
$563K - $650K
|
6.21K
$819K
|
|
|
May 15, 2024
Q1 2024
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
6.1K+ 6.74% |
$552K - $638K
|
96.6K
$12.7M
|
|
|
Apr 29, 2024
Q1 2024
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
5.95K+ 233.36% |
$539K - $622K
|
8.49K
$1.12M
|
|
|
May 13, 2024
Q1 2024
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
5.92KNew |
$536K - $620K
|
5.92K
$781K
|
|
|
May 01, 2024
Q1 2024
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
5.66K+ 176.03% |
$513K - $593K
|
8.88K
$1.17M
|
|
|
May 10, 2024
Q1 2024
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
5.17K+ 0.18% |
$469K - $541K
|
2.87M
$378M
|
|
|
Apr 29, 2024
Q1 2024
|
Schaper Benz & Wise Investment Counsel Inc
|
BUY
|
- |
5.16KNew |
$467K - $540K
|
5.16K
$680K
|
|
|
May 02, 2024
Q1 2024
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
4.91K+ 4.91% |
$445K - $514K
|
105K
$13.8M
|
|
|
May 15, 2024
Q1 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
4.19K+ 95.05% |
$379K - $438K
|
8.6K
$1.13M
|
|
|
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
3.96KNew |
$358K - $414K
|
3.96K
$522K
|
|
|
May 13, 2024
Q1 2024
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
3.8KNew |
$344K - $398K
|
3.8K
$501K
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
3.43KNew |
$311K - $359K
|
3.43K
$452K
|
|
|
May 10, 2024
Q1 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
3.27K+ 71.97% |
$296K - $342K
|
7.81K
$1.03M
|
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
3.11K+ 37.4% |
$282K - $326K
|
11.4K
$1.51M
|
|
|
May 08, 2024
Q1 2024
|
Bailard, Inc.
|
BUY
|
- |
3KNew |
$272K - $314K
|
3K
$395K
|
|
|
Apr 12, 2024
Q1 2024
|
Chicago Trust CO Na
|
BUY
|
- |
2.87K+ 15.74% |
$260K - $300K
|
21.1K
$2.78M
|
|
|
May 15, 2024
Q1 2024
|
Shelton Capital Management
Denver, CO |
BUY
|
- |
2.79KNew |
$252K - $292K
|
2.79K
$367K
|
|
|
Apr 15, 2024
Q1 2024
|
Chicago Capital, LLC
|
BUY
|
- |
2.72KNew |
$247K - $285K
|
2.72K
$359K
|
|
|
May 08, 2024
Q1 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
2.6KNew |
$235K - $272K
|
2.6K
$343K
|
|
|
May 14, 2024
Q1 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
2.58K+ 5.07% |
$233K - $270K
|
53.4K
$7.03M
|
|
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
2.21K+ 251.54% |
$200K - $231K
|
3.08K
$406K
|
|
|
May 08, 2024
Q1 2024
|
Gitterman Wealth Management, LLC
|
BUY
|
- |
2.2KNew |
$199K - $230K
|
2.2K
$290K
|
|
|
May 13, 2024
Q1 2024
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
2.2KNew |
$199K - $230K
|
2.2K
$290K
|
|
|
May 14, 2024
Q1 2024
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
2.17KNew |
$197K - $228K
|
2.17K
$287K
|
|
|
May 15, 2024
Q1 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
2.12KNew |
$192K - $222K
|
2.12K
$280K
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
2.08K+ 15.25% |
$188K - $218K
|
15.7K
$2.07M
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
2.02K+ 25.26% |
$183K - $212K
|
10K
$1.32M
|
|
|
May 02, 2024
Q1 2024
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
2K+ 53.33% |
$181K - $209K
|
5.75K
$758K
|
|
|
May 15, 2024
Q1 2024
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
2KNew |
$181K - $209K
|
2K
$263K
|
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
1.97KNew |
$178K - $206K
|
1.97K
$259K
|
|
|
Apr 30, 2024
Q1 2024
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
1.95KNew |
$177K - $204K
|
1.95K
$257K
|
|
|
May 15, 2024
Q1 2024
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
1.92K+ 7.25% |
$174K - $201K
|
28.4K
$3.74M
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.82K+ 29.75% |
$164K - $190K
|
7.92K
$1.04M
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.67K+ 138.85% |
$151K - $175K
|
2.87K
$378K
|
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1.66KNew |
$150K - $174K
|
1.66K
$219K
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1.62K+ 4156.41% |
$147K - $170K
|
1.66K
$219K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
1.56KNew |
$141K - $163K
|
1.56K
$205K
|