Purchases and Sales Made in Q2 2023 in Wintrust Financial Corp (WTFC)
This table provides information about the institutional ownership of Wintrust Financial Corp (WTFC) during Q2 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
200+ 1818.18% |
$12.1K - $14.7K
|
211
$22.5K
|
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
184New |
$11.2K - $13.6K
|
184
$19.6K
|
|
|
Jul 26, 2023
Q2 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
167New |
$10.1K - $12.3K
|
167
$17.8K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
153+ 0.19% |
$9.29K - $11.3K
|
81K
$8.64M
|
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
126+ 1.75% |
$7.65K - $9.29K
|
7.34K
$782K
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
119+ 0.88% |
$7.23K - $8.78K
|
13.6K
$1.45M
|
|
|
Aug 11, 2023
Q2 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
100+ 1.77% |
$6.07K - $7.37K
|
5.74K
$612K
|
|
|
Aug 15, 2023
Q2 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
77+ 10.03% |
$4.68K - $5.68K
|
845
$90.1K
|
|
|
Jul 31, 2023
Q2 2023
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
73+ 0.24% |
$4.43K - $5.38K
|
30.6K
$3.26M
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
73New |
$4.43K - $5.38K
|
73
$7.79K
|
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
67+ 1116.67% |
$4.07K - $4.94K
|
73
$7.79K
|
|
|
Aug 11, 2023
Q2 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
66+ 20.18% |
$4.01K - $4.87K
|
393
$41.9K
|
|
|
Aug 16, 2024
Q2 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
61+ 7.58% |
$3.7K - $4.5K
|
866
$92.4K
|
|
|
Jul 24, 2023
Q2 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
55+ 46.22% |
$3.34K - $4.06K
|
174
$18.6K
|
|
|
Aug 08, 2023
Q2 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
45+ 37.5% |
$2.73K - $3.32K
|
165
$17.6K
|
|
|
Jul 28, 2023
Q2 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
39+ 9.31% |
$2.37K - $2.88K
|
458
$48.9K
|
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
37+ 68.52% |
$2.25K - $2.73K
|
91
$9.71K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
36New |
$2.19K - $2.65K
|
36
$3.84K
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
34+ 0.38% |
$2.06K - $2.51K
|
8.93K
$953K
|
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
27+ 4.66% |
$1.64K - $1.99K
|
607
$64.7K
|
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
27+ 4.66% |
$1.64K - $1.99K
|
607
$64.7K
|
|
|
Aug 14, 2023
Q2 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
18+ 36.73% |
$1.09K - $1.33K
|
67
$7.15K
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
15+ 33.33% |
$911 - $1.11K
|
60
$6.4K
|
|
|
Aug 15, 2023
Q2 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
14New |
$850 - $1.03K
|
14
$1.49K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
12+ 0.23% |
$729 - $885
|
5.19K
$554K
|
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
12New |
$729 - $885
|
12
$1.28K
|
|
|
Aug 08, 2024
Q2 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
11New |
$668 - $811
|
11
$1.17K
|
|
|
Aug 07, 2023
Q2 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
9+ 32.14% |
$546 - $664
|
37
$3.95K
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
9+ 28.13% |
$546 - $664
|
41
$4.37K
|
|
|
Jul 13, 2023
Q2 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
7+ 116.67% |
$425 - $516
|
13
$1.39K
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
4+ 0.26% |
$243 - $295
|
1.56K
$166K
|
|
|
Aug 14, 2023
Q2 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3+ 0.06% |
$182 - $221
|
5.09K
$543K
|
|
|
Aug 08, 2023
Q2 2023
|
Glassman Wealth Services
|
BUY
|
- |
1+ 33.33% |
$60.7 - $73.7
|
4
$427
|
|
|
Jul 27, 2023
Q2 2023
|
Washington Trust CO
|
SELL
|
- |
-1- 4.76% |
$60.7 - $73.7
|
20
$2.13K
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1- 0.71% |
$60.7 - $73.7
|
139
$14.8K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-2- 14.29% |
$121 - $147
|
12
$1.28K
|
|
|
Jul 25, 2023
Q2 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-3- 2.38% |
$182 - $221
|
123
$13.1K
|
|
|
Aug 11, 2023
Q2 2023
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-5- 0.02% |
$304 - $369
|
32.5K
$3.46M
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-6- 6.38% |
$364 - $442
|
88
$9.39K
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
SELL
|
- |
-17- 3.26% |
$1.03K - $1.25K
|
504
$53.8K
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
SELL
|
- |
-19- 4.7% |
$1.15K - $1.4K
|
385
$41.1K
|
|
|
Aug 11, 2023
Q2 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-26- 0.86% |
$1.58K - $1.92K
|
3K
$320K
|
|
|
Jul 28, 2023
Q2 2023
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-30- 0.56% |
$1.82K - $2.21K
|
5.28K
$564K
|
|
|
Aug 15, 2023
Q2 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-38- 1.18% |
$2.31K - $2.8K
|
3.18K
$340K
|
|
|
Aug 10, 2023
Q2 2023
|
Pro Share Advisors LLC
|
SELL
|
- |
-40- 1.11% |
$2.43K - $2.95K
|
3.58K
$381K
|
|
|
Aug 02, 2023
Q2 2023
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-75- 0.17% |
$4.55K - $5.53K
|
44.8K
$4.78M
|
|
|
Aug 11, 2023
Q2 2023
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-87- 1.38% |
$5.28K - $6.42K
|
6.21K
$662K
|
|
|
Aug 01, 2023
Q2 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-96- 80.0% |
$5.83K - $7.08K
|
24
$2.56K
|
|
|
Aug 07, 2023
Q2 2023
|
Securian Asset Management, Inc
|
SELL
|
- |
-100- 1.82% |
$6.07K - $7.37K
|
5.4K
$576K
|
|
|
Jul 26, 2023
Q2 2023
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-100- 0.56% |
$6.07K - $7.37K
|
17.6K
$1.88M
|