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 06, 2024
Q1 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
369+ 45.72% |
$127K - $151K
|
1.18K
$446K
|
|
|
May 15, 2024
Q1 2024
|
Point72 (Difc) LTD
Dubai, C0 |
BUY
|
- |
233New |
$80.1K - $95.1K
|
233
$88.3K
|
|
|
May 08, 2024
Q1 2024
|
Bailard, Inc.
|
BUY
|
- |
200+ 35.03% |
$68.7K - $81.6K
|
771
$292K
|
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
79+ 1.0% |
$27.2K - $32.2K
|
7.95K
$3.01M
|
|
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
5New |
$1.72K - $2.04K
|
5
$1.9K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
3New |
$1.03K - $1.22K
|
3
$1.14K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
3New |
$1.03K - $1.22K
|
3
$1.14K
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
1New |
$344 - $408
|
1
$379
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1New |
$344 - $408
|
1
$379
|
|
|
Apr 30, 2024
Q1 2024
|
Tfc Financial Management
|
BUY
|
- |
1New |
$344 - $408
|
1
$379
|
|
|
Apr 12, 2024
Q1 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1New |
$344 - $408
|
1
$379
|
|
| Q4 2023 | |||||||
|
Jan 29, 2024
Q4 2023
|
Triasima Portfolio Management Inc.
|
BUY
|
- |
3.68K+ 69.75% |
$1.38M - $1.65M
|
8.96K
$3.4M
|
|
|
Jan 31, 2024
Q4 2023
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
1.48KNew |
$556K - $662K
|
1.48K
$561K
|
|
|
Feb 26, 2024
Q4 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
1.16KNew |
$437K - $520K
|
1.16K
$441K
|
|
|
Feb 14, 2024
Q4 2023
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
- |
953New |
$358K - $426K
|
953
$361K
|
|
|
Feb 14, 2024
Q4 2023
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
560+ 1400.0% |
$210K - $250K
|
600
$227K
|
|
|
Feb 13, 2024
Q4 2023
|
Gabelli Funds LLC
Rye, NY |
BUY
|
- |
500New |
$188K - $223K
|
500
$190K
|
|
|
Feb 14, 2024
Q4 2023
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
176New |
$66.1K - $78.6K
|
176
$66.7K
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
118New |
$44.3K - $52.7K
|
118
$44.7K
|
|
|
Feb 06, 2024
Q4 2023
|
Ajo Vista, LLC
Boston, MA |
BUY
|
- |
103New |
$38.7K - $46K
|
103
$39K
|
|
|
Mar 14, 2024
Q4 2023
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
70New |
$26.3K - $31.3K
|
70
$26.5K
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
BUY
|
- |
1.47K+ 20.19% |
$471K - $565K
|
8.73K
$3.31M
|
|
|
Nov 14, 2023
Q3 2023
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
178+ 163.3% |
$57.1K - $68.5K
|
287
$109K
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
70+ 32.71% |
$22.5K - $26.9K
|
284
$108K
|
|
|
Nov 07, 2023
Q3 2023
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
8New |
$2.57K - $3.08K
|
8
$3.03K
|
|
|
Nov 15, 2023
Q3 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
4+ 80.0% |
$1.28K - $1.54K
|
9
$3.41K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Alberta Investment Management Corp
Edmonton, A0 |
BUY
|
- |
777New |
$248K - $287K
|
777
$295K
|
|
|
Aug 11, 2023
Q2 2023
|
Pine Bridge Investments, L.P.
|
BUY
|
- |
134New |
$42.7K - $49.5K
|
134
$50.8K
|
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
BUY
|
- |
50New |
$16K - $18.5K
|
50
$19K
|
|
| Q1 2023 | |||||||
|
May 11, 2023
Q1 2023
|
Waratah Capital Advisors Ltd.
Toronto, A6 |
BUY
|
- |
4.8KNew |
$1.14M - $1.54M
|
4.8K
$1.82M
|
|
|
May 08, 2023
Q1 2023
|
Schwartz Investment Counsel Inc
Plymouth, MI |
BUY
|
- |
2.9K+ 12.24% |
$689K - $929K
|
26.6K
$10.1M
|
|
|
May 15, 2023
Q1 2023
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
1.6K+ 114.29% |
$380K - $513K
|
3K
$1.14M
|
|
|
May 11, 2023
Q1 2023
|
Bank Of Nova Scotia
|
BUY
|
- |
713New |
$169K - $228K
|
713
$270K
|
|
|
Apr 18, 2023
Q1 2023
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
132New |
$31.4K - $42.3K
|
132
$50K
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
2+ 3.64% |
$475 - $641
|
57
$21.6K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
26KNew |
$5.63M - $6.54M
|
26K
$9.84M
|
|
|
Feb 10, 2023
Q4 2022
|
Jupiter Asset Management LTD
|
BUY
|
- |
866New |
$188K - $218K
|
866
$328K
|
|
|
Feb 10, 2023
Q4 2022
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
307+ 13.34% |
$66.6K - $77.4K
|
2.61K
$989K
|
|
|
Feb 13, 2023
Q4 2022
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
273New |
$59.2K - $68.8K
|
273
$103K
|
|
|
Feb 10, 2023
Q4 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
1+ 1.52% |
$217 - $252
|
67
$25.4K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
1KNew |
$198K - $239K
|
1K
$379K
|
|
| Q2 2022 | |||||||
|
Aug 12, 2022
Q2 2022
|
Ergoteles LLC
New York, NY |
BUY
|
- |
2.9KNew |
$547K - $658K
|
2.9K
$1.1M
|
|
|
Aug 15, 2022
Q2 2022
|
Penn Capital Management Company, LLC
Philadelphia, PA |
BUY
|
- |
1.61K+ 68.94% |
$305K - $366K
|
3.96K
$1.5M
|
|
|
Aug 15, 2022
Q2 2022
|
Gyon Technologies Capital Management, LP
Denville, NJ |
BUY
|
- |
1.3KNew |
$245K - $295K
|
1.3K
$492K
|
|
|
Aug 09, 2022
Q2 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
300New |
$56.6K - $68.1K
|
300
$114K
|
|
|
Aug 15, 2022
Q2 2022
|
Point72 Hong Kong LTD
Hong Kong, K3 |
BUY
|
- |
33New |
$6.23K - $7.49K
|
33
$12.5K
|
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
1New |
$189 - $227
|
1
$379
|
|
| Q2 2020 | |||||||
|
Aug 11, 2020
Q2 2020
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
177New |
$20.4K - $30.3K
|
177
$67.1K
|
|
| Q1 2019 | |||||||
|
May 13, 2019
Q1 2019
|
Marquette Asset Management, LLC
|
BUY
|
- |
624New |
$96.2K - $118K
|
624
$237K
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
225New |
$32.4K - $38.9K
|
225
$85.3K
|
|