Latest Institutional Transactions on Winmark Corp (WINA)
This table provides information on the latest institutional transactions involving Winmark Corp (WINA) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2025
Q2 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
31New |
$9.87K - $14K
|
31
$12.5K
|
|
|
Aug 11, 2025
Q2 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
10K+ 5.85% |
$3.19M - $4.52M
|
181K
$73.3M
|
|
|
Aug 11, 2025
Q2 2025
|
Seizert Capital Partners, LLC
|
SELL
|
- |
-20- 2.4% |
$6.37K - $9.01K
|
813
$329K
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
14New |
$4.46K - $6.3K
|
14
$5.66K
|
|
|
Aug 08, 2025
Q2 2025
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
849+ 1.13% |
$270K - $382K
|
75.7K
$30.6M
|
|
|
Aug 08, 2025
Q2 2025
|
Bailard, Inc.
|
SELL
|
- |
-100- 12.97% |
$31.8K - $45K
|
671
$271K
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
5New |
$1.59K - $2.25K
|
5
$2.02K
|
|
|
Aug 08, 2025
Q2 2025
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
BUY
|
- |
674New |
$215K - $304K
|
674
$273K
|
|
|
Aug 08, 2025
Q2 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
903+ 283.07% |
$288K - $407K
|
1.22K
$494K
|
|
|
Aug 08, 2025
Q2 2025
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
BUY
|
- |
75+ 12.71% |
$23.9K - $33.8K
|
665
$269K
|
|
|
Aug 08, 2025
Q2 2025
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-4.31K- 78.5% |
$1.37M - $1.94M
|
1.18K
$477K
|
|
|
Aug 08, 2025
Q2 2025
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-12.8K- 70.91% |
$4.06M - $5.75M
|
5.24K
$2.12M
|
|
|
Aug 08, 2025
Q2 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
559New |
$178K - $252K
|
559
$226K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
678New |
$216K - $305K
|
678
$274K
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.45K+ 38.21% |
$460K - $651K
|
5.23K
$2.11M
|
|
|
Aug 08, 2025
Q2 2025
|
Intech Investment Management LLC
West Palm Beach, FL |
SELL
|
- |
-152- 9.77% |
$48.4K - $68.5K
|
1.4K
$568K
|
|
|
Aug 08, 2025
Q2 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
7New |
$2.23K - $3.15K
|
7
$2.83K
|
|
|
Aug 07, 2025
Q2 2025
|
Aviva PLC
|
SELL
|
- |
-798- 42.2% |
$254K - $359K
|
1.09K
$442K
|
|
|
Aug 07, 2025
Q2 2025
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
633+ 22.16% |
$202K - $285K
|
3.49K
$1.41M
|
|
|
Aug 07, 2025
Q2 2025
|
Pro Share Advisors LLC
|
SELL
|
- |
-20- 3.16% |
$6.37K - $9.01K
|
612
$248K
|
|
|
Aug 07, 2025
Q2 2025
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
574New |
$183K - $258K
|
574
$232K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
5+ 100.0% |
$1.59K - $2.25K
|
10
$4.04K
|
|
|
Aug 06, 2025
Q2 2025
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-98- 2.83% |
$31.2K - $44.1K
|
3.36K
$1.36M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-6.51K- 44.93% |
$2.07M - $2.93M
|
7.98K
$3.23M
|
|
|
Aug 06, 2025
Q2 2025
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
31+ 62.0% |
$9.87K - $14K
|
81
$32.8K
|
|
|
Aug 06, 2025
Q2 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
34New |
$10.8K - $15.3K
|
34
$13.8K
|
|
|
Aug 05, 2025
Q2 2025
|
Bnp Paribas Asset Management Holding S.A.
|
BUY
|
- |
32New |
$10.2K - $14.4K
|
32
$12.9K
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1+ 0.8% |
$318 - $450
|
126
$51K
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-26- 25.0% |
$8.28K - $11.7K
|
78
$31.5K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
3New |
$955 - $1.35K
|
3
$1.21K
|
|
|
Aug 01, 2025
Q2 2025
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
705+ 17.86% |
$224K - $317K
|
4.65K
$1.88M
|
|
|
Aug 01, 2025
Q2 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
2.69K+ 4.87% |
$856K - $1.21M
|
57.8K
$23.4M
|
|
|
Jul 31, 2025
Q2 2025
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
30+ 428.57% |
$9.55K - $13.5K
|
37
$15K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2+ 0.13% |
$637 - $901
|
1.6K
$645K
|
|
|
Jul 31, 2025
Q2 2025
|
Quest Partners LLC
New York, NY |
SELL
|
- |
-916- 72.53% |
$292K - $413K
|
347
$140K
|
|
|
Jul 31, 2025
Q2 2025
|
Northstar Asset Management Inc
Boston, MA |
BUY
|
- |
1.42K+ 23.91% |
$451K - $638K
|
7.34K
$2.97M
|
|
|
Jul 31, 2025
Q2 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
12+ 48.0% |
$3.82K - $5.4K
|
37
$15K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-334- 1.4% |
$106K - $150K
|
23.6K
$9.54M
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
2New |
$637 - $901
|
2
$809
|
|
|
Jul 30, 2025
Q2 2025
|
Cavalier Investments, LLC
|
SELL
|
- |
-23- 1.32% |
$7.32K - $10.4K
|
1.72K
$694K
|
|
|
Jul 29, 2025
Q2 2025
|
William Blair Investment Management, LLC
Chicago, IL |
SELL
|
- |
-27.6K- 31.21% |
$8.79M - $12.4M
|
60.8K
$24.6M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
122+ 358.82% |
$38.8K - $54.9K
|
156
$63.1K
|
|
|
Jul 25, 2025
Q2 2025
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-5.5K- 21.96% |
$1.75M - $2.48M
|
19.5K
$7.9M
|
|
|
Jul 25, 2025
Q2 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
5New |
$1.59K - $2.25K
|
5
$2.02K
|
|
|
Jul 25, 2025
Q2 2025
|
Montrusco Bolton Investments Inc.
Montreal, A8 |
BUY
|
- |
608New |
$194K - $274K
|
608
$246K
|
|
|
Jul 25, 2025
Q2 2025
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
2.57KNew |
$818K - $1.16M
|
2.57K
$1.04M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
11New |
$3.5K - $4.95K
|
11
$4.45K
|
|
|
Jul 23, 2025
Q2 2025
|
Klp Kapitalforvaltning As
Oslo, Q8 |
BUY
|
- |
100+ 16.67% |
$31.8K - $45K
|
700
$283K
|
|
|
Jul 23, 2025
Q2 2025
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
2.8KNew |
$893K - $1.26M
|
2.8K
$1.13M
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-484- 36.81% |
$154K - $218K
|
831
$336K
|