Institutional and Fund Ownership - Buyers
Major holders that have opened new positions in Wintrust Financial Corporation include
PFF - iShares Preferred and Income Securities ETF,
PGX - Invesco Preferred ETF,
PNARX - Spectrum Preferred and Capital Securities Income Fund (f/k/a Preferred Securities) R-3,
Iat Reinsurance Co Ltd.,
John Hancock Financial Opportunities Fund,
JIPAX - Strategic Income Opportunities Fund Class NAV,
Flaherty & Crumrine Preferred Securities Income Fund Inc,
PCSFX - Capital Securities Fund Class S,
Nuveen Global High Income Fund,
Flaherty & Crumrine Dynamic Preferred & Income Fund Inc,
Flaherty & Crumrine Total Return Fund Inc,
FJSIX - Nuveen High Income Bond Fund Class A,
Flaherty & Crumrine Preferred Income Fund Inc,
JVRNX - Strategic Income Opportunities Trust NAV,
DPIAX - Destra Flaherty & Crumrine Preferred and Income Fund Class A,
Flaherty & Crumrine Preferred Income Opportunity Fund Inc,
CZAMX - Multi-Manager Alternative Strategies Fund Institutional Class,
PQDI - Principal Spectrum Tax-Advantaged Dividend Active ETF,
and
WIORX - Wilshire Income Opportunities Fund Investment Class
.
This page shows changes in the ownership structure by listing institutions, funds, and major shareholders that have increased their holdings or opened new positions in the last reporting period. Green rows indicate new positions. Click the link icon to see the full transaction history.
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File Date |
Source |
Investor |
|
Type |
Avg Price (Est) |
Shares |
Δ Shares (%) |
Reported Value ($1000) |
Δ Value (%) |
Port Alloc (%) |
2025-08-29 |
NP |
DPIAX - Destra Flaherty & Crumrine Preferred and Income Fund Class A
|
|
|
|
23,800 |
|
609 |
|
|
2025-08-04 |
13F |
Iat Reinsurance Co Ltd.
|
|
|
|
200,000 |
|
5,134 |
|
|
2025-08-29 |
NP |
John Hancock Financial Opportunities Fund
|
|
|
|
200,000 |
|
5,120 |
|
|
2025-07-25 |
NP |
PCSFX - Capital Securities Fund Class S
|
|
|
|
95,600 |
|
2,443 |
|
|
2025-08-29 |
NP |
JVRNX - Strategic Income Opportunities Trust NAV
|
|
|
|
26,425 |
|
676 |
|
|
2025-07-25 |
NP |
CZAMX - Multi-Manager Alternative Strategies Fund Institutional Class
|
|
|
|
10,275 |
|
263 |
|
|
2025-07-25 |
NP |
Flaherty & Crumrine Preferred Income Opportunity Fund Inc
|
|
|
|
22,640 |
|
578 |
|
|
2025-07-29 |
NP |
JIPAX - Strategic Income Opportunities Fund Class NAV
|
|
|
|
184,925 |
|
4,725 |
|
|
2025-07-25 |
NP |
Flaherty & Crumrine Total Return Fund Inc
|
|
|
|
33,200 |
|
848 |
|
|
2025-07-29 |
NP |
PGX - Invesco Preferred ETF
|
|
|
|
650,000 |
|
16,608 |
|
|
2025-08-28 |
NP |
WIORX - Wilshire Income Opportunities Fund Investment Class
|
|
|
|
4,250 |
|
109 |
|
|
2025-07-25 |
NP |
Flaherty & Crumrine Dynamic Preferred & Income Fund Inc
|
|
|
|
78,080 |
|
1,995 |
|
|
2025-07-25 |
NP |
Flaherty & Crumrine Preferred Income Fund Inc
|
|
|
|
26,640 |
|
681 |
|
|
2025-08-15 |
NP |
PQDI - Principal Spectrum Tax-Advantaged Dividend Active ETF
|
|
|
|
5,000 |
|
128 |
|
|
2025-07-25 |
NP |
Flaherty & Crumrine Preferred Securities Income Fund Inc
|
|
|
|
141,720 |
|
3,621 |
|
|
2025-08-26 |
NP |
Nuveen Global High Income Fund
|
|
|
|
83,200 |
|
2,130 |
|
|
2025-07-25 |
NP |
PNARX - Spectrum Preferred and Capital Securities Income Fund (f/k/a Preferred Securities) R-3
|
|
|
|
477,600 |
|
12,203 |
|
|
2025-07-29 |
NP |
FJSIX - Nuveen High Income Bond Fund Class A
|
|
|
|
27,750 |
|
709 |
|
|
2025-08-26 |
NP |
PFF - iShares Preferred and Income Securities ETF
|
|
|
|
1,345,950 |
|
34,456 |
|
|