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 12, 2025
Q4 2024
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
266+ 0.37% |
$93.7K - $112K
|
71.5K
$25.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
180+ 18.73% |
$63.4K - $76K
|
1.14K
$411K
|
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
179+ 0.74% |
$63.1K - $75.6K
|
24.2K
$8.73M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
161+ 4.81% |
$56.7K - $68K
|
3.51K
$1.26M
|
|
|
Feb 11, 2025
Q4 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
160+ 9.56% |
$56.4K - $67.6K
|
1.83K
$660K
|
|
|
Mar 12, 2025
Q4 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
157+ 21.78% |
$55.3K - $66.3K
|
878
$316K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
141+ 145.36% |
$49.7K - $59.5K
|
238
$85.7K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
115+ 1.99% |
$40.5K - $48.6K
|
5.89K
$2.12M
|
|
|
Feb 13, 2025
Q4 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
107+ 0.21% |
$37.7K - $45.2K
|
51.7K
$18.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Swiss National Bank
Zurich, V8 |
BUY
|
- |
100+ 1.72% |
$35.2K - $42.2K
|
5.9K
$2.12M
|
|
|
Feb 13, 2025
Q4 2024
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
99+ 5.99% |
$34.9K - $41.8K
|
1.75K
$631K
|
|
|
Feb 13, 2025
Q4 2024
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
82+ 820.0% |
$28.9K - $34.6K
|
92
$33.1K
|
|
|
Feb 05, 2025
Q4 2024
|
Anchor Capital Advisors LLC
|
BUY
|
- |
80+ 2.36% |
$28.2K - $33.8K
|
3.47K
$1.25M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
79+ 10.04% |
$27.8K - $33.4K
|
866
$312K
|
|
|
Feb 14, 2025
Q4 2024
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
79New |
$27.8K - $33.4K
|
79
$28.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
65+ 10.57% |
$22.9K - $27.5K
|
680
$245K
|
|
|
Feb 14, 2025
Q4 2024
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
BUY
|
- |
62+ 3.88% |
$21.8K - $26.2K
|
1.66K
$597K
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
BUY
|
- |
55New |
$19.4K - $23.2K
|
55
$19.8K
|
|
|
Feb 04, 2025
Q4 2024
|
Cavalier Investments, LLC
|
BUY
|
- |
48+ 2.83% |
$16.9K - $20.3K
|
1.74K
$627K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
41+ 6.83% |
$14.4K - $17.3K
|
641
$231K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
29+ 96.67% |
$10.2K - $12.2K
|
59
$21.2K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
25New |
$8.81K - $10.6K
|
25
$9K
|
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
21New |
$7.4K - $8.87K
|
21
$7.56K
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
20New |
$7.05K - $8.45K
|
20
$7.2K
|
|
|
Feb 10, 2025
Q4 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
14New |
$4.93K - $5.91K
|
14
$5.04K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
12New |
$4.23K - $5.07K
|
12
$4.32K
|
|
|
Feb 10, 2025
Q4 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
11+ 39.29% |
$3.88K - $4.65K
|
39
$14K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
10+ 52.63% |
$3.52K - $4.22K
|
29
$10.4K
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
10New |
$3.52K - $4.22K
|
10
$3.6K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
10+ 9.35% |
$3.52K - $4.22K
|
117
$42.1K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
7+ 3.29% |
$2.47K - $2.96K
|
220
$79.2K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
6+ 66.67% |
$2.11K - $2.53K
|
15
$5.4K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
4+ 20.0% |
$1.41K - $1.69K
|
24
$8.64K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
3+ 18.75% |
$1.06K - $1.27K
|
19
$6.84K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3New |
$1.06K - $1.27K
|
3
$1.08K
|
|
|
Feb 06, 2025
Q4 2024
|
Arizona State Retirement System
|
BUY
|
- |
2+ 0.23% |
$705 - $845
|
864
$311K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
2New |
$705 - $845
|
2
$720
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
2+ 3.51% |
$705 - $845
|
59
$21.2K
|
|
|
Jan 30, 2025
Q4 2024
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
2+ 0.12% |
$705 - $845
|
1.69K
$608K
|
|
|
Feb 14, 2025
Q4 2024
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
2+ 1.89% |
$705 - $845
|
108
$38.9K
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
1New |
$352 - $422
|
1
$360
|
|
|
Feb 13, 2025
Q4 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-2- 28.57% |
$705 - $845
|
5
$1.8K
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-2- 1.75% |
$705 - $845
|
112
$40.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-4- 11.43% |
$1.41K - $1.69K
|
31
$11.2K
|
|
|
Feb 14, 2025
Q4 2024
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-8- 8.08% |
$2.82K - $3.38K
|
91
$32.8K
|
|
|
Feb 13, 2025
Q4 2024
|
Martingale Asset Management L P
Boston, MA |
SELL
|
- |
-10- 0.27% |
$3.52K - $4.22K
|
3.64K
$1.31M
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-14- 4.17% |
$4.93K - $5.91K
|
322
$116K
|
|
|
Feb 14, 2025
Q4 2024
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-34- 1.2% |
$12K - $14.4K
|
2.79K
$1M
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-48- 8.51% |
$16.9K - $20.3K
|
516
$186K
|