Purchases and Sales Made in Q4 2024 in Winmark Corp (WINA)
This table provides information about the institutional ownership of Winmark Corp (WINA) during Q4 2024. The information is specifically focused on institutions that hold shares of WINMARK CORP.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
30.7KNew |
$10.8M - $13M
|
30.7K
$11.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Victory Capital Management Inc
|
BUY
|
- |
12.7K+ 292.35% |
$4.47M - $5.36M
|
17K
$6.51M
|
|
|
Jan 30, 2025
Q4 2024
|
Congress Asset Management CO
|
BUY
|
- |
6.69K+ 73.25% |
$2.36M - $2.83M
|
15.8K
$6.06M
|
|
|
Jan 31, 2025
Q4 2024
|
Northstar Asset Management Inc
Boston, MA |
BUY
|
- |
3.05KNew |
$1.08M - $1.29M
|
3.05K
$1.17M
|
|
|
Jan 16, 2025
Q4 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
2.8KNew |
$986K - $1.18M
|
2.8K
$1.07M
|
|
|
Jan 24, 2025
Q4 2024
|
Copeland Capital Management, LLC
|
BUY
|
- |
1.59K+ 2.51% |
$562K - $673K
|
65.2K
$25M
|
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
1.28KNew |
$450K - $539K
|
1.28K
$489K
|
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
892New |
$314K - $377K
|
892
$341K
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
BUY
|
- |
710New |
$250K - $300K
|
710
$272K
|
|
|
Jan 17, 2025
Q4 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
674+ 1087.1% |
$238K - $285K
|
736
$282K
|
|
|
Feb 06, 2025
Q4 2024
|
Seizert Capital Partners, LLC
|
BUY
|
- |
644New |
$227K - $272K
|
644
$246K
|
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
179+ 0.74% |
$63.1K - $75.6K
|
24.2K
$9.28M
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
141+ 145.36% |
$49.7K - $59.5K
|
238
$91.1K
|
|
|
Feb 05, 2025
Q4 2024
|
Anchor Capital Advisors LLC
|
BUY
|
- |
80+ 2.36% |
$28.2K - $33.8K
|
3.47K
$1.33M
|
|
|
Feb 04, 2025
Q4 2024
|
Cavalier Investments, LLC
|
BUY
|
- |
48+ 2.83% |
$16.9K - $20.3K
|
1.74K
$667K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
29+ 96.67% |
$10.2K - $12.2K
|
59
$22.6K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
25New |
$8.81K - $10.6K
|
25
$9.57K
|
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
21New |
$7.4K - $8.87K
|
21
$8.04K
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
20New |
$7.05K - $8.45K
|
20
$7.65K
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
10New |
$3.52K - $4.22K
|
10
$3.83K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
10+ 9.35% |
$3.52K - $4.22K
|
117
$44.8K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
7+ 3.29% |
$2.47K - $2.96K
|
220
$84.2K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
6+ 66.67% |
$2.11K - $2.53K
|
15
$5.74K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
3+ 18.75% |
$1.06K - $1.27K
|
19
$7.27K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3New |
$1.06K - $1.27K
|
3
$1.15K
|
|
|
Feb 06, 2025
Q4 2024
|
Arizona State Retirement System
|
BUY
|
- |
2+ 0.23% |
$705 - $845
|
864
$331K
|
|
|
Jan 30, 2025
Q4 2024
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
2+ 0.12% |
$705 - $845
|
1.69K
$647K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
2+ 3.51% |
$705 - $845
|
59
$22.6K
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
1New |
$352 - $422
|
1
$383
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-2- 28.57% |
$705 - $845
|
5
$1.91K
|
|
|
Jan 23, 2025
Q4 2024
|
Murphy Pohlad Asset Management LLC
|
SELL
|
- |
-60- 6.0% |
$21.1K - $25.3K
|
940
$360K
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-70- 8.81% |
$24.7K - $29.6K
|
725
$277K
|
|
|
Jan 30, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-89- 0.97% |
$31.4K - $37.6K
|
9.07K
$3.47M
|
|
|
Jan 30, 2025
Q4 2024
|
James Investment Research Inc
|
SELL
|
- |
-135- 4.93% |
$47.6K - $57K
|
2.6K
$996K
|
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-149- 1.12% |
$52.5K - $62.9K
|
13.2K
$5.04M
|
|
|
Jan 21, 2025
Q4 2024
|
Dgs Capital Management, LLC
|
SELL
|
- |
-319- 9.92% |
$112K - $135K
|
2.9K
$1.11M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-1K- 42.52% |
$352K - $422K
|
1.35K
$517K
|
|
|
Jan 29, 2025
Q4 2024
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-1.69K- 19.03% |
$596K - $714K
|
7.19K
$2.75M
|