Purchases and Sales Made in Q4 2023 in Wintrust Financial Corp (WTFC)
This table provides information about the institutional ownership of Wintrust Financial Corp (WTFC) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2024
Q4 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
50New |
$3.63K - $4.85K
|
50
$6.5K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
48+ 0.35% |
$3.48K - $4.65K
|
13.6K
$1.77M
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
34+ 57.63% |
$2.47K - $3.3K
|
93
$12.1K
|
|
|
Feb 13, 2024
Q4 2023
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
33+ 0.92% |
$2.39K - $3.2K
|
3.63K
$472K
|
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
32+ 17.39% |
$2.32K - $3.1K
|
216
$28.1K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
32+ 20.92% |
$2.32K - $3.1K
|
185
$24.1K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
31+ 15.42% |
$2.25K - $3.01K
|
232
$30.2K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
30+ 21.13% |
$2.18K - $2.91K
|
172
$22.4K
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
29+ 152.63% |
$2.1K - $2.81K
|
48
$6.24K
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
26+ 0.13% |
$1.89K - $2.52K
|
19.6K
$2.55M
|
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
23New |
$1.67K - $2.23K
|
23
$2.99K
|
|
|
Aug 06, 2024
Q4 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
22+ 183.33% |
$1.6K - $2.13K
|
34
$4.42K
|
|
|
Feb 12, 2024
Q4 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
20+ 0.57% |
$1.45K - $1.94K
|
3.53K
$460K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
15+ 0.29% |
$1.09K - $1.45K
|
5.25K
$683K
|
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
11New |
$798 - $1.07K
|
11
$1.43K
|
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
10+ 25.0% |
$726 - $970
|
50
$6.5K
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
9New |
$653 - $873
|
9
$1.17K
|
|
|
Jan 29, 2024
Q4 2023
|
Shaker Investments LLC
|
BUY
|
- |
9+ 0.03% |
$653 - $873
|
34.1K
$4.44M
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
6+ 66.67% |
$435 - $582
|
15
$1.95K
|
|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
6+ 0.58% |
$435 - $582
|
1.05K
$136K
|
|
|
Jan 25, 2024
Q4 2023
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
5+ 0.02% |
$363 - $485
|
28.2K
$3.66M
|
|
|
Jan 30, 2024
Q4 2023
|
Cornercap Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
5+ 0.04% |
$363 - $485
|
12.8K
$1.67M
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
BUY
|
- |
4+ 100.0% |
$290 - $388
|
8
$1.04K
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
BUY
|
- |
4+ 2.7% |
$290 - $388
|
152
$19.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
3+ 100.0% |
$218 - $291
|
6
$780
|
|
|
Feb 09, 2024
Q4 2023
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
3+ 0.07% |
$218 - $291
|
4.22K
$548K
|
|
|
Jan 16, 2024
Q4 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
2+ 12.5% |
$145 - $194
|
18
$2.34K
|
|
|
Feb 08, 2024
Q4 2023
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 15, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-2- 7.41% |
$145 - $194
|
25
$3.25K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-8- 0.66% |
$581 - $776
|
1.2K
$156K
|
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-15- 3.23% |
$1.09K - $1.45K
|
450
$58.5K
|
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-17- 29.31% |
$1.23K - $1.65K
|
41
$5.33K
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-18- 0.36% |
$1.31K - $1.75K
|
5.02K
$653K
|
|
|
Jan 31, 2024
Q4 2023
|
Xponance, Inc.
|
SELL
|
- |
-34- 0.47% |
$2.47K - $3.3K
|
7.27K
$945K
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-44Closed |
$3.19K - $4.27K
|
0
$0
|
|
|
Feb 09, 2024
Q4 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-45- 1.42% |
$3.27K - $4.36K
|
3.13K
$407K
|
|
|
Feb 02, 2024
Q4 2023
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-65- 2.51% |
$4.72K - $6.3K
|
2.53K
$329K
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-72- 0.52% |
$5.23K - $6.98K
|
13.6K
$1.77M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-76- 0.77% |
$5.52K - $7.37K
|
9.76K
$1.27M
|
|
|
Mar 04, 2024
Q4 2023
|
Congress Asset Management CO
|
SELL
|
- |
-76- 0.08% |
$5.52K - $7.37K
|
94K
$12.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Pro Share Advisors LLC
|
SELL
|
- |
-85- 2.57% |
$6.17K - $8.24K
|
3.22K
$419K
|
|
|
Jan 29, 2024
Q4 2023
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-100- 0.58% |
$7.26K - $9.7K
|
17.2K
$2.24M
|
|
|
Feb 01, 2024
Q4 2023
|
Old National Bancorp
|
SELL
|
- |
-117- 4.04% |
$8.49K - $11.3K
|
2.78K
$362K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
SELL
|
- |
-140- 30.5% |
$10.2K - $13.6K
|
319
$41.5K
|
|
|
Mar 08, 2024
Q4 2023
|
Trust CO Of Vermont
|
SELL
|
- |
-200- 20.0% |
$14.5K - $19.4K
|
800
$104K
|
|
|
Feb 14, 2024
Q4 2023
|
Quarry LP
New York, NY |
SELL
|
- |
-205- 45.66% |
$14.9K - $19.9K
|
244
$31.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-207- 1.51% |
$15K - $20.1K
|
13.5K
$1.76M
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-210- 7.18% |
$15.2K - $20.4K
|
2.71K
$353K
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO
|
SELL
|
- |
-251- 50.91% |
$18.2K - $24.3K
|
242
$31.5K
|