Latest Institutional Purchases of Winmark Corp (WINA)
This list provides information on the latest institutional transactions involving Winmark Corp (WINA) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
240+ 16.74% |
$82.8K - $102K
|
1.67K
$662K
|
|
|
Nov 14, 2024
Q3 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
227+ 3.54% |
$78.4K - $96K
|
6.64K
$2.63M
|
|
|
Oct 16, 2024
Q3 2024
|
N Verses Capital, LLC
Wellington, FL |
BUY
|
- |
200New |
$69K - $84.6K
|
200
$79.1K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
173+ 11.36% |
$59.7K - $73.2K
|
1.7K
$671K
|
|
|
Oct 21, 2024
Q3 2024
|
Copeland Capital Management, LLC
|
BUY
|
- |
162+ 0.26% |
$55.9K - $68.5K
|
63.6K
$25.2M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
112+ 110.89% |
$38.7K - $47.4K
|
213
$84.2K
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
97New |
$33.5K - $41K
|
97
$38.4K
|
|
|
Oct 24, 2024
Q3 2024
|
Cavalier Investments, LLC
|
BUY
|
- |
69+ 4.25% |
$23.8K - $29.2K
|
1.69K
$670K
|
|
|
Nov 14, 2024
Q3 2024
|
Aviva PLC
|
BUY
|
- |
51+ 2.94% |
$17.6K - $21.6K
|
1.78K
$705K
|
|
|
Nov 13, 2024
Q3 2024
|
Rafferty Asset Management, LLC
New York, NY |
BUY
|
- |
47+ 4.14% |
$16.2K - $19.9K
|
1.18K
$467K
|
|
|
Oct 08, 2024
Q3 2024
|
Mountain Pacific Investment Advisers Inc
|
BUY
|
- |
47+ 0.15% |
$16.2K - $19.9K
|
31K
$12.3M
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
39New |
$13.5K - $16.5K
|
39
$15.4K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
35+ 0.25% |
$12.1K - $14.8K
|
14.2K
$5.62M
|
|
|
Nov 14, 2024
Q3 2024
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
33+ 3.56% |
$11.4K - $14K
|
961
$380K
|
|
|
Nov 12, 2024
Q3 2024
|
Arizona State Retirement System
|
BUY
|
- |
31+ 3.73% |
$10.7K - $13.1K
|
862
$341K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
29+ 2900.0% |
$10K - $12.3K
|
30
$11.9K
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
19New |
$6.56K - $8.04K
|
19
$7.51K
|
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
18+ 1.2% |
$6.21K - $7.61K
|
1.52K
$599K
|
|
|
Nov 14, 2024
Q3 2024
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
14+ 0.35% |
$4.83K - $5.92K
|
3.96K
$1.57M
|
|
|
Oct 15, 2024
Q3 2024
|
True Mark Investments, LLC
Chicago, IL |
BUY
|
- |
12+ 1.13% |
$4.14K - $5.08K
|
1.07K
$424K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
11+ 3.38% |
$3.8K - $4.65K
|
336
$133K
|
|
|
Nov 12, 2024
Q3 2024
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
10New |
$3.45K - $4.23K
|
10
$3.95K
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
8+ 1.03% |
$2.76K - $3.38K
|
787
$311K
|
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
8New |
$2.76K - $3.38K
|
8
$3.16K
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
8+ 8.08% |
$2.76K - $3.38K
|
107
$42.3K
|
|
|
Nov 14, 2024
Q3 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
7New |
$2.42K - $2.96K
|
7
$2.77K
|
|
|
Nov 07, 2024
Q3 2024
|
Quest Partners LLC
New York, NY |
BUY
|
- |
7+ 1.46% |
$2.42K - $2.96K
|
485
$192K
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
6+ 5.56% |
$2.07K - $2.54K
|
114
$45.1K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
5New |
$1.73K - $2.12K
|
5
$1.98K
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
4+ 0.65% |
$1.38K - $1.69K
|
615
$243K
|
|
|
Nov 14, 2024
Q3 2024
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
4+ 4.21% |
$1.38K - $1.69K
|
99
$39.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
4New |
$1.38K - $1.69K
|
4
$1.58K
|
|
|
Oct 24, 2024
Q3 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
4+ 6.9% |
$1.38K - $1.69K
|
62
$24.5K
|
|
|
Nov 13, 2024
Q3 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
2+ 0.13% |
$690 - $846
|
1.55K
$614K
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
2+ 3.7% |
$690 - $846
|
56
$22.1K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2+ 11.11% |
$690 - $846
|
20
$7.91K
|
|
|
Nov 12, 2024
Q3 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
2+ 7.69% |
$690 - $846
|
28
$11.1K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
2+ 14.29% |
$690 - $846
|
16
$6.33K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
2+ 0.09% |
$690 - $846
|
2.35K
$930K
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
2+ 200.0% |
$690 - $846
|
3
$1.19K
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
707New |
$236K - $271K
|
707
$280K
|
|
|
Aug 08, 2024
Q2 2024
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
660New |
$220K - $253K
|
660
$261K
|
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
599New |
$200K - $230K
|
599
$237K
|
|
|
Aug 14, 2024
Q2 2024
|
Corton Capital Inc.
Carrying Place, A6 |
BUY
|
- |
582New |
$194K - $223K
|
582
$230K
|
|
|
Jul 29, 2024
Q2 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
110+ 7.6% |
$36.7K - $42.2K
|
1.56K
$616K
|
|
|
Jul 29, 2024
Q2 2024
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
106+ 15.08% |
$35.4K - $40.7K
|
809
$320K
|
|
|
Jul 24, 2024
Q2 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
100New |
$33.4K - $38.4K
|
100
$39.5K
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
32New |
$10.7K - $12.3K
|
32
$12.7K
|
|
|
Aug 14, 2024
Q2 2024
|
Quarry LP
New York, NY |
BUY
|
- |
7+ 140.0% |
$2.34K - $2.69K
|
12
$4.75K
|
|