Institutional Ownership Winmark Corp (WINA)
This table provides information about the institutional ownership of Winmark Corp (WINA). We have compiled data on the 193 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 $969 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Tower Research Capital LLC (Trc)
New York, NY |
Feb 13, 2025 Q4 2024 |
275
shares
|
$101,332
0.0% of portfolio
|
Q4 2024
Reduced 22.1%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
238
shares
|
$87,698
0.01% of portfolio
|
Q4 2024
Added 145.36%
|
|
|
National Bank Of Canada
|
May 12, 2025 Q1 2025 |
136
shares
|
$50,113
0.0% of portfolio
|
Q1 2025
Added 147.27%
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
125
shares
|
$46,060
0.0% of portfolio
|
Q1 2025
Added 6.84%
|
|
|
Huntington National Bank
Columbus, OH |
Feb 12, 2025 Q4 2024 |
112
shares
|
$41,269
0.0% of portfolio
|
Q4 2024
Reduced 1.75%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Feb 14, 2025 Q4 2024 |
108
shares
|
$39,795
0.03% of portfolio
|
Q4 2024
Added 1.89%
|
|
|
Amalgamated Bank
New York, NY |
Apr 25, 2025 Q1 2025 |
102
shares
|
$37,584
0.0% of portfolio
|
Q1 2025
Added 6.25%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
100
shares
|
$36,848
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
State Of Wyoming
Cheyenne, WY |
Feb 14, 2025 Q4 2024 |
91
shares
|
$33,531
0.0% of portfolio
|
Q4 2024
Reduced 8.08%
|
|
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
Feb 14, 2025 Q4 2024 |
79
shares
|
$29,109
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Cubist Systematic Strategies, LLC
Stamford, CT |
Feb 14, 2025 Q4 2024 |
70
shares
|
$25,793
0.0% of portfolio
|
Q4 2024
Reduced 91.65%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
May 13, 2025 Q1 2025 |
67
shares
|
$24,688
0.0% of portfolio
|
Q4 2022
Added 1.52%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
59
shares
|
$21,740
0.0% of portfolio
|
Q4 2024
Added 96.67%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
59
shares
|
$21,740
0.0% of portfolio
|
Q4 2024
Added 3.51%
|
|
|
Parallel Advisors, LLC
|
Apr 07, 2025 Q1 2025 |
53
shares
|
$19,529
0.0% of portfolio
|
Q1 2025
Reduced 5.36%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
50
shares
|
$18,424
0.0% of portfolio
|
Q1 2025
Reduced 45.65%
|
|
|
Signaturefd, LLC
Atlanta, GA |
May 01, 2025 Q1 2025 |
50
shares
|
$18,424
0.0% of portfolio
|
Q1 2025
Added 8.7%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
48
shares
|
$17,687
0.0% of portfolio
|
Q1 2018
Added 60.0%
|
|
|
Versant Capital Management, Inc
|
Apr 03, 2025 Q1 2025 |
42
shares
|
$15,476
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
34
shares
|
$12,528
0.0% of portfolio
|
Q1 2025
Reduced 84.55%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
32
shares
|
$11,791
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
31
shares
|
$11,422
0.0% of portfolio
|
Q4 2024
Reduced 11.43%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
25
shares
|
$9,212
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Nisa Investment Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
25
shares
|
$9,212
0.0% of portfolio
|
Q1 2025
Reduced 96.6%
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Apr 08, 2025 Q1 2025 |
21
shares
|
$7,738
0.01% of portfolio
|
Q4 2024
New holding
|