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 |
---|---|---|---|---|---|---|---|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
1New |
$304 - $397
|
1
$379
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
1New |
$304 - $397
|
1
$379
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q4 2024 | |||||||
Feb 13, 2025
Q4 2024
|
Nine Ten Capital Management LLC
Evanston, IL |
BUY
|
- |
4.4K+ 5.53% |
$1.55M - $1.86M
|
83.9K
$31.8M
|
|
Feb 10, 2025
Q4 2024
|
Monimus Capital Management, LP
Woodbridge, NJ |
BUY
|
- |
4.3KNew |
$1.51M - $1.82M
|
4.3K
$1.63M
|
|
Feb 14, 2025
Q4 2024
|
Caxton Associates LP
New York, NY |
BUY
|
- |
2.24KNew |
$790K - $947K
|
2.24K
$850K
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
BUY
|
- |
710New |
$250K - $300K
|
710
$269K
|
|
Feb 12, 2025
Q4 2024
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
691New |
$244K - $292K
|
691
$262K
|
|
Feb 14, 2025
Q4 2024
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
BUY
|
- |
628New |
$221K - $265K
|
628
$238K
|
|
Feb 11, 2025
Q4 2024
|
Klp Kapitalforvaltning As
Oslo, Q8 |
BUY
|
- |
600New |
$211K - $253K
|
600
$227K
|
|
Feb 11, 2025
Q4 2024
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
BUY
|
- |
590New |
$208K - $249K
|
590
$224K
|
|
Feb 14, 2025
Q4 2024
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
BUY
|
- |
371New |
$131K - $157K
|
371
$141K
|
|
Feb 14, 2025
Q4 2024
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
79New |
$27.8K - $33.4K
|
79
$29.9K
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
41+ 6.83% |
$14.4K - $17.3K
|
641
$243K
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
29+ 96.67% |
$10.2K - $12.2K
|
59
$22.4K
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
25New |
$8.81K - $10.6K
|
25
$9.48K
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
24New |
$8.46K - $10.1K
|
24
$9.1K
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
21New |
$7.4K - $8.87K
|
21
$7.96K
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
20New |
$7.05K - $8.45K
|
20
$7.58K
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
12New |
$4.23K - $5.07K
|
12
$4.55K
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
10+ 52.63% |
$3.52K - $4.22K
|
29
$11K
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
10New |
$3.52K - $4.22K
|
10
$3.79K
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3New |
$1.06K - $1.27K
|
3
$1.14K
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
3+ 18.75% |
$1.06K - $1.27K
|
19
$7.2K
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
1New |
$352 - $422
|
1
$379
|
|
Q3 2024 | |||||||
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
4.75KNew |
$1.64M - $2.01M
|
4.75K
$1.8M
|
|
Nov 14, 2024
Q3 2024
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
BUY
|
- |
3.2KNew |
$1.1M - $1.35M
|
3.2K
$1.21M
|
|
Nov 12, 2024
Q3 2024
|
Eagle Asset Management Inc
St Petersburg, FL |
BUY
|
- |
2.66K+ 14.18% |
$916K - $1.12M
|
21.4K
$8.1M
|
|
Nov 14, 2024
Q3 2024
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
595New |
$205K - $252K
|
595
$226K
|
|
Nov 14, 2024
Q3 2024
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
BUY
|
- |
554New |
$191K - $234K
|
554
$210K
|
|
Nov 12, 2024
Q3 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
436+ 17.24% |
$150K - $184K
|
2.97K
$1.12M
|
|
Nov 14, 2024
Q3 2024
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
288+ 57.26% |
$99.4K - $122K
|
791
$300K
|
|
Oct 16, 2024
Q3 2024
|
N Verses Capital, LLC
Wellington, FL |
BUY
|
- |
200New |
$69K - $84.6K
|
200
$75.8K
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
39New |
$13.5K - $16.5K
|
39
$14.8K
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
8New |
$2.76K - $3.38K
|
8
$3.03K
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
5New |
$1.73K - $2.12K
|
5
$1.9K
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
2+ 200.0% |
$690 - $846
|
3
$1.14K
|
|
Q2 2024 | |||||||
Aug 08, 2024
Q2 2024
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
660New |
$220K - $253K
|
660
$250K
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
599New |
$200K - $230K
|
599
$227K
|
|
Aug 14, 2024
Q2 2024
|
Corton Capital Inc.
Carrying Place, A6 |
BUY
|
- |
582New |
$194K - $223K
|
582
$221K
|
|
Jul 29, 2024
Q2 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
110+ 7.6% |
$36.7K - $42.2K
|
1.56K
$591K
|
|
Apr 08, 2025
Q2 2024
|
California State Teachers Retirement System
West Sacramento, CA |
BUY
|
- |
109+ 3.91% |
$36.4K - $41.8K
|
2.9K
$1.1M
|
|
Jul 29, 2024
Q2 2024
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
106+ 15.08% |
$35.4K - $40.7K
|
809
$307K
|
|
Jul 24, 2024
Q2 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
100New |
$33.4K - $38.4K
|
100
$37.9K
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
32New |
$10.7K - $12.3K
|
32
$12.1K
|
|
Aug 14, 2024
Q2 2024
|
Quarry LP
New York, NY |
BUY
|
- |
7+ 140.0% |
$2.34K - $2.69K
|
12
$4.55K
|
|
Q1 2024 | |||||||
May 15, 2024
Q1 2024
|
Atom Investors LP
Austin, TX |
BUY
|
- |
716New |
$246K - $292K
|
716
$271K
|
|
May 01, 2024
Q1 2024
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
683New |
$235K - $279K
|
683
$259K
|
|
May 15, 2024
Q1 2024
|
Sherbrooke Park Advisers LLC
White Plains, NY |
BUY
|
- |
567New |
$195K - $231K
|
567
$215K
|
|
May 02, 2024
Q1 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
389New |
$134K - $159K
|
389
$147K
|