WTFPV / Wintrust Financial Corporation - Institutional Ownership - Buyers

Wintrust Financial Corporation
US ˙ OTCPK
THIS SYMBOL IS NO LONGER ACTIVE

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 This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 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 This fund is a listed as child fund of Nuveen Asset Management, LLC and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 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 This fund is a listed as child fund of Nuveen Asset Management, LLC and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 27,750 709
2025-08-26 NP PFF - iShares Preferred and Income Securities ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1,345,950 34,456
Other Listings
US:WTFCN $26.74
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