Institutional Ownership Winmark Corp (WINA)
This table provides information about the institutional ownership of Winmark Corp (WINA). We have compiled data on the 201 institutions that hold shares in the stock, with a total of 2.72 Million shares, which have been reported (via 13F filing form) to have a value of $1.03 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
300
shares
|
$113,730
0.0% of portfolio
|
Q2 2022
New holding
|
|
Great West Life Assurance CO
Winnipeg, A2 |
May 15, 2025 Q1 2025 |
287
shares
|
$108,801
0.0% of portfolio
|
Q3 2023
Added 163.3%
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
May 12, 2025 Q1 2025 |
284
shares
|
$107,664
0.0% of portfolio
|
Q3 2023
Added 32.71%
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
239
shares
|
$90,604
0.01% of portfolio
|
Q1 2025
Added 0.42%
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2025 Q1 2025 |
179
shares
|
$67,858
0.0% of portfolio
|
Q1 2025
Reduced 34.91%
|
|
National Bank Of Canada
|
May 12, 2025 Q1 2025 |
136
shares
|
$51,557
0.0% of portfolio
|
Q1 2025
Added 147.27%
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
125
shares
|
$47,387
0.0% of portfolio
|
Q1 2025
Added 6.84%
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
104
shares
|
$39,426
0.0% of portfolio
|
Q1 2025
Reduced 7.14%
|
|
Amalgamated Bank
New York, NY |
Apr 25, 2025 Q1 2025 |
102
shares
|
$38,668
0.0% of portfolio
|
Q1 2025
Added 6.25%
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
100
shares
|
$37,910
0.02% of portfolio
|
Q2 2024
New holding
|
|
State Of Wyoming
Cheyenne, WY |
May 14, 2025 Q1 2025 |
95
shares
|
$36,014
0.0% of portfolio
|
Q1 2025
Added 4.4%
|
|
Wealth Collab, LLC
Bellevue, WA |
May 14, 2025 Q1 2025 |
87
shares
|
$32,981
0.02% of portfolio
|
Q1 2025
Reduced 19.44%
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
May 13, 2025 Q1 2025 |
67
shares
|
$25,399
0.0% of portfolio
|
Q4 2022
Added 1.52%
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
62
shares
|
$23,504
0.0% of portfolio
|
Q1 2025
Added 5.08%
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
59
shares
|
$22,366
0.0% of portfolio
|
Q4 2024
Added 96.67%
|
|
Parallel Advisors, LLC
|
Apr 07, 2025 Q1 2025 |
53
shares
|
$20,092
0.0% of portfolio
|
Q1 2025
Reduced 5.36%
|
|
Signaturefd, LLC
Atlanta, GA |
May 01, 2025 Q1 2025 |
50
shares
|
$18,955
0.0% of portfolio
|
Q1 2025
Added 8.7%
|
|
Sterling Capital Management LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
50
shares
|
$18,955
0.0% of portfolio
|
Q1 2025
Reduced 45.65%
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
48
shares
|
$18,196
0.0% of portfolio
|
Q1 2018
Added 60.0%
|
|
Versant Capital Management, Inc
|
Apr 03, 2025 Q1 2025 |
42
shares
|
$15,922
0.0% of portfolio
|
Q1 2025
New holding
|
|
Cbiz Investment Advisory Services, LLC
|
Jun 03, 2025 Q1 2025 |
39
shares
|
$14,784
0.0% of portfolio
|
Q1 2025
New holding
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
34
shares
|
$12,889
0.0% of portfolio
|
Q1 2025
Reduced 84.55%
|
|
Advisors Asset Management, Inc.
Monument, CO |
May 15, 2025 Q1 2025 |
32
shares
|
$12,131
0.0% of portfolio
|
Q1 2025
Added 128.57%
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
32
shares
|
$12,131
0.0% of portfolio
|
Q2 2024
New holding
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
25
shares
|
$9,477
0.0% of portfolio
|
Q4 2024
New holding
|