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 |
---|---|---|---|---|---|---|---|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
1New |
$304 - $397
|
1
$404
|
|
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
$33.9M
|
|
Feb 14, 2025
Q4 2024
|
Caxton Associates LP
New York, NY |
BUY
|
- |
2.24KNew |
$790K - $947K
|
2.24K
$907K
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
BUY
|
- |
710New |
$250K - $300K
|
710
$287K
|
|
Feb 14, 2025
Q4 2024
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
BUY
|
- |
371New |
$131K - $157K
|
371
$150K
|
|
Feb 14, 2025
Q4 2024
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
79New |
$27.8K - $33.4K
|
79
$31.9K
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
25New |
$8.81K - $10.6K
|
25
$10.1K
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
21New |
$7.4K - $8.87K
|
21
$8.49K
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
20New |
$7.05K - $8.45K
|
20
$8.09K
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
10+ 52.63% |
$3.52K - $4.22K
|
29
$11.7K
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
10New |
$3.52K - $4.22K
|
10
$4.04K
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3New |
$1.06K - $1.27K
|
3
$1.21K
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
1New |
$352 - $422
|
1
$404
|
|
Q3 2024 | |||||||
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
4.75KNew |
$1.64M - $2.01M
|
4.75K
$1.92M
|
|
Nov 14, 2024
Q3 2024
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
BUY
|
- |
3.2KNew |
$1.1M - $1.35M
|
3.2K
$1.29M
|
|
Nov 12, 2024
Q3 2024
|
Eagle Asset Management Inc
St Petersburg, FL |
BUY
|
- |
2.66K+ 14.18% |
$916K - $1.12M
|
21.4K
$8.64M
|
|
Nov 14, 2024
Q3 2024
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
BUY
|
- |
554New |
$191K - $234K
|
554
$224K
|
|
Nov 14, 2024
Q3 2024
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
288+ 57.26% |
$99.4K - $122K
|
791
$320K
|
|
Oct 16, 2024
Q3 2024
|
N Verses Capital, LLC
Wellington, FL |
BUY
|
- |
200New |
$69K - $84.6K
|
200
$80.9K
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
39New |
$13.5K - $16.5K
|
39
$15.8K
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
8New |
$2.76K - $3.38K
|
8
$3.24K
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
5New |
$1.73K - $2.12K
|
5
$2.02K
|
|
Q2 2024 | |||||||
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
599New |
$200K - $230K
|
599
$242K
|
|
Aug 14, 2024
Q2 2024
|
Corton Capital Inc.
Carrying Place, A6 |
BUY
|
- |
582New |
$194K - $223K
|
582
$235K
|
|
Jul 29, 2024
Q2 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
110+ 7.6% |
$36.7K - $42.2K
|
1.56K
$630K
|
|
Jul 29, 2024
Q2 2024
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
106+ 15.08% |
$35.4K - $40.7K
|
809
$327K
|
|
Jul 24, 2024
Q2 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
100New |
$33.4K - $38.4K
|
100
$40.4K
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
32New |
$10.7K - $12.3K
|
32
$12.9K
|
|
Q1 2024 | |||||||
May 15, 2024
Q1 2024
|
Atom Investors LP
Austin, TX |
BUY
|
- |
716New |
$246K - $292K
|
716
$290K
|
|
May 01, 2024
Q1 2024
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
683New |
$235K - $279K
|
683
$276K
|
|
May 15, 2024
Q1 2024
|
Sherbrooke Park Advisers LLC
White Plains, NY |
BUY
|
- |
567New |
$195K - $231K
|
567
$229K
|
|
May 02, 2024
Q1 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
389New |
$134K - $159K
|
389
$157K
|
|
May 06, 2024
Q1 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
369+ 45.72% |
$127K - $151K
|
1.18K
$476K
|
|
May 15, 2024
Q1 2024
|
Point72 (Difc) LTD
Dubai, C0 |
BUY
|
- |
233New |
$80.1K - $95.1K
|
233
$94.2K
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
79+ 1.0% |
$27.2K - $32.2K
|
7.95K
$3.21M
|
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
5New |
$1.72K - $2.04K
|
5
$2.02K
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
3New |
$1.03K - $1.22K
|
3
$1.21K
|
|
Apr 30, 2024
Q1 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
3New |
$1.03K - $1.22K
|
3
$1.21K
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
1New |
$344 - $408
|
1
$404
|
|
Apr 30, 2024
Q1 2024
|
Tfc Financial Management
|
BUY
|
- |
1New |
$344 - $408
|
1
$404
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1New |
$344 - $408
|
1
$404
|
|
Apr 12, 2024
Q1 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1New |
$344 - $408
|
1
$404
|
|
Q4 2023 | |||||||
Jan 29, 2024
Q4 2023
|
Triasima Portfolio Management Inc.
|
BUY
|
- |
3.68K+ 69.75% |
$1.38M - $1.65M
|
8.96K
$3.62M
|
|
Jan 31, 2024
Q4 2023
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
1.48KNew |
$556K - $662K
|
1.48K
$599K
|
|
Feb 14, 2024
Q4 2023
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
- |
953New |
$358K - $426K
|
953
$385K
|
|
Feb 14, 2024
Q4 2023
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
560+ 1400.0% |
$210K - $250K
|
600
$243K
|
|
Feb 13, 2024
Q4 2023
|
Gabelli Funds LLC
Rye, NY |
BUY
|
- |
500New |
$188K - $223K
|
500
$202K
|
|
Feb 14, 2024
Q4 2023
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
176New |
$66.1K - $78.6K
|
176
$71.2K
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
118New |
$44.3K - $52.7K
|
118
$47.7K
|
|
Feb 06, 2024
Q4 2023
|
Ajo Vista, LLC
Boston, MA |
BUY
|
- |
103New |
$38.7K - $46K
|
103
$41.7K
|