Institutional Ownership Winmark Corp (WINA)
This table provides information about the institutional ownership of Winmark Corp (WINA). We have compiled data on the 176 institutions that hold shares in the stock, with a total of 2.63 Million shares, which have been reported (via 13F filing form) to have a value of $1.05 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
57
shares
|
$22,986
0.0% of portfolio
|
Q3 2024
Reduced 1.72%
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
56
shares
|
$22,583
0.0% of portfolio
|
Q3 2024
Added 3.7%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
48
shares
|
$19,356
0.0% of portfolio
|
Q1 2018
Added 60.0%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
46
shares
|
$18,550
0.0% of portfolio
|
Q3 2023
Reduced 2.13%
|
|
|
Baldwin Brothers LLC
|
Oct 15, 2024 Q3 2024 |
39
shares
|
$15,727
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
35
shares
|
$14,114
0.0% of portfolio
|
Q3 2024
Reduced 2.78%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
32
shares
|
$12,904
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
30
shares
|
$12,098
0.0% of portfolio
|
Q3 2024
Added 2900.0%
|
|
|
Cbiz Investment Advisory Services, LLC
|
Nov 12, 2024 Q3 2024 |
28
shares
|
$11,291
0.0% of portfolio
|
Q3 2024
Added 7.69%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
20
shares
|
$8,065
0.0% of portfolio
|
Q3 2024
Added 11.11%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
19
shares
|
$7,662
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
16
shares
|
$6,452
0.0% of portfolio
|
Q3 2024
Added 14.29%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
10
shares
|
$4,032
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
9
shares
|
$3,629
0.0% of portfolio
|
Q3 2023
Added 80.0%
|
|
|
Gamma Investing LLC
Foster City, CA |
Oct 04, 2024 Q3 2024 |
9
shares
|
$3,629
0.0% of portfolio
|
Q2 2024
Added 12.5%
|
|
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
Nov 07, 2024 Q3 2024 |
8
shares
|
$3,226
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Hemington Wealth Management
|
Nov 12, 2024 Q3 2024 |
8
shares
|
$3,226
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
Nov 14, 2024 Q3 2024 |
7
shares
|
$2,822
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
7
shares
|
$2,822
0.0% of portfolio
|
Q1 2023
Added 40.0%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2024 Q3 2024 |
5
shares
|
$2,016
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Capital Performance Advisors LLP
|
Nov 01, 2024 Q3 2024 |
5
shares
|
$2,016
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
4
shares
|
$1,613
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
3
shares
|
$1,209
0.0% of portfolio
|
Q3 2024
Added 200.0%
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 18, 2024 Q3 2024 |
2
shares
|
$806
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Tfc Financial Management
|
Oct 24, 2024 Q3 2024 |
1
shares
|
$403
0.0% of portfolio
|
Q1 2024
New holding
|