Latest Institutional Transactions on Winmark Corp (WINA)

WINA Quotes by TradingView

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
Feb 10, 2023 Q4 2022
New York Life Investment Management LLC

New York, NY
BUY
 -
307
+ 13.34%
$66.6K - $77.4K
2.61K $1.03M
Feb 10, 2023 Q4 2022
Jupiter Asset Management LTD

BUY
 -
866
New
$188K - $218K
866 $342K
Q3 2022
Nov 14, 2022 Q3 2022
Hirtle Callaghan & CO LLC

West Conshohocken, PA
BUY
 -
1K
New
$198K - $239K
1K $395K
Oct 24, 2022 Q3 2022
Murphy Pohlad Asset Management LLC

BUY
 -
1K
New
$198K - $239K
1K $395K
Oct 12, 2022 Q3 2022
Fcf Advisors LLC

SELL
 -
-2.01K
- 94.71%
$396K - $480K
112 $44.3K
Q2 2022
Aug 14, 2024 Q2 2022
Federation Des Caisses Desjardins Du Quebec

Levis, A8
SELL
 -
-25
Closed
$4.72K - $5.67K
0 $0
Sep 06, 2022 Q2 2022
Ifp Advisors, Inc

BUY
 -
1
New
$189 - $227
1 $395
Aug 15, 2022 Q2 2022
Point72 Hong Kong LTD

Hong Kong, K3
BUY
 -
33
New
$6.23K - $7.49K
33 $13K
Aug 15, 2022 Q2 2022
Gyon Technologies Capital Management, LP

Denville, NJ
BUY
 -
1.3K
New
$245K - $295K
1.3K $514K
Aug 15, 2022 Q2 2022
Penn Capital Management Company, LLC

Philadelphia, PA
BUY
 -
1.61K
+ 68.94%
$305K - $366K
3.96K $1.56M
Aug 09, 2022 Q2 2022
Ronald Blue Trust, Inc.

Brentwood, TN
BUY
 -
300
New
$56.6K - $68.1K
300 $119K
Aug 04, 2022 Q2 2022
Northwestern Mutual Wealth Management CO

SELL
 -
-183
Closed
$34.5K - $41.5K
0 $0
Q1 2022
May 16, 2022 Q1 2022
Captrust Financial Advisors

Raleigh, NC
SELL
 -
-250
Closed
$52.9K - $62.8K
0 $0
May 13, 2022 Q1 2022
Signet Financial Management, LLC

Parsippany, NJ
SELL
 -
-114
Closed
$24.1K - $28.6K
0 $0
May 13, 2022 Q1 2022
Zions Bancorporation, N.A.

SELL
 -
-98
Closed
$20.7K - $24.6K
0 $0
May 04, 2022 Q1 2022
Motley Fool Asset Management LLC

Alexandria, VA
SELL
 -
-4
Closed
$847 - $1K
0 $0
Apr 14, 2022 Q1 2022
Strong Tower Advisory Services

Minneapolis, MN
SELL
 -
-851
Closed
$180K - $214K
0 $0
Q4 2021
Feb 14, 2022 Q4 2021
Aristides Capital LLC

Ottawa Hills, OH
SELL
 -
-946
Closed
$194K - $257K
0 $0
Feb 11, 2022 Q4 2021
O'Shaughnessy Asset Management, LLC

Stamford, CT
SELL
 -
-6
Closed
$1.23K - $1.63K
0 $0
Q3 2021
Nov 15, 2021 Q3 2021
Fil LTD

Hamilton, D0
SELL
 -
-170
Closed
$32.4K - $38K
0 $0
Nov 15, 2021 Q3 2021
Western Standard LLC

Los Angeles, CA
SELL
 -
-9.12K
Closed
$1.74M - $2.04M
0 $0
Nov 10, 2021 Q3 2021
California Public Employees Retirement System

Sacramento, CA
SELL
 -
-1.49K
Closed
$284K - $333K
0 $0
Oct 15, 2021 Q3 2021
Advisor Net Financial, Inc

SELL
 -
-875
Closed
$167K - $196K
0 $0
Oct 05, 2021 Q3 2021
Savior LLC

SELL
 -
-33
Closed
$6.29K - $7.38K
0 $0
Q2 2021
Aug 20, 2021 Q2 2021
Denali Advisors LLC

SELL
 -
-3.9K
Closed
$722K - $784K
0 $0
Aug 16, 2021 Q2 2021
Advisory Research Inc

Chicago, IL
SELL
 -
-27.6K
Closed
$5.11M - $5.54M
0 $0
Aug 16, 2021 Q2 2021
Pdt Partners, LLC

New York, NY
SELL
 -
-2.79K
Closed
$517K - $561K
0 $0
Aug 13, 2021 Q2 2021
Permanens Capital L.P.

New York, NY
SELL
 -
-2.56K
Closed
$474K - $514K
0 $0
Jul 22, 2021 Q2 2021
Valeo Financial Advisors, LLC

SELL
 -
-3
Closed
$556 - $603
0 $0
Q1 2021
Nov 09, 2023 Q1 2021
Brewin Dolphin LTD

London, X0
SELL
 -
-25
Closed
$4.26K - $4.7K
0 $0
May 17, 2021 Q1 2021
Wellington Management Group LLP

Boston, MA
SELL
 -
-4.6K
Closed
$784K - $865K
0 $0
May 06, 2021 Q1 2021
Aptus Capital Advisors, LLC

SELL
 -
-2.83K
Closed
$483K - $533K
0 $0
Apr 29, 2021 Q1 2021
Pinnacle Wealth Planning Services, Inc.

SELL
 -
-6
Closed
$1.02K - $1.13K
0 $0
Q4 2020
Feb 16, 2021 Q4 2020
Mackay Shields LLC

SELL
 -
-2.1K
Closed
$338K - $409K
0 $0
Feb 09, 2021 Q4 2020
Advisory Services Network, LLC

SELL
 -
-20
Closed
$3.22K - $3.9K
0 $0
Q3 2020
Nov 13, 2020 Q3 2020
Segall Bryant & Hamill, LLC

Chicago, IL
SELL
 -
-5.95K
Closed
$906K - $1.05M
0 $0
Nov 13, 2020 Q3 2020
Schroder Investment Management Group

London, X0
SELL
 -
-85
Closed
$13K - $15K
0 $0
Nov 12, 2020 Q3 2020
Royce & Associates LP

SELL
 -
-168
Closed
$25.6K - $29.7K
0 $0
Nov 12, 2020 Q3 2020
Scotia Capital Inc.

SELL
 -
-2.1K
Closed
$320K - $372K
0 $0
Nov 09, 2020 Q3 2020
Quantitative Systematic Strategies LLC

SELL
 -
-1.5K
Closed
$229K - $266K
0 $0
Oct 07, 2020 Q3 2020
Assenagon Asset Management S.A.

SELL
 -
-4.1K
Closed
$625K - $725K
0 $0
Q2 2020
Aug 14, 2020 Q2 2020
Kayne Anderson Rudnick Investment Management LLC

Los Angeles, CA
SELL
 -
-205K
Closed
$23.6M - $35.1M
0 $0
Aug 13, 2020 Q2 2020
Bahl & Gaynor Inc

SELL
 -
-6.55K
Closed
$754K - $1.12M
0 $0
Aug 13, 2020 Q2 2020
Sowell Financial Services LLC

North Little Rock, AR
SELL
 -
-4
Closed
$460 - $685
0 $0
Aug 11, 2020 Q2 2020
Acuitas Investments, LLC

SELL
 -
-30K
Closed
$3.45M - $5.13M
0 $0
Aug 11, 2020 Q2 2020
Macquarie Group LTD

Australia, C3
BUY
 -
177
New
$20.4K - $30.3K
177 $70K
Aug 10, 2020 Q2 2020
Marks Group Wealth Management, Inc

Minnetonka, MN
SELL
 -
-5.61K
Closed
$646K - $961K
0 $0
Jul 23, 2020 Q2 2020
Dorsey Wright & Associates

SELL
 -
-48
Closed
$5.53K - $8.22K
0 $0
Jul 10, 2020 Q2 2020
Defender Capital, Llc.

SELL
 -
-5.52K
Closed
$635K - $945K
0 $0

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