Latest Institutional Transactions on Winmark Corp (WINA)
This table provides information on the latest institutional transactions involving Winmark Corp (WINA) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 22, 2025
Q3 2025
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
496New |
$180K - $255K
|
496
$209K
|
|
|
Oct 22, 2025
Q3 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
800+ 3.99% |
$291K - $412K
|
20.9K
$8.8M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-3K- 37.57% |
$1.09M - $1.54M
|
4.98K
$2.1M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-9- 14.75% |
$3.27K - $4.63K
|
52
$22K
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-7- 13.46% |
$2.55K - $3.6K
|
45
$19K
|
|
|
Oct 20, 2025
Q3 2025
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-4.54K- 23.21% |
$1.65M - $2.34M
|
15K
$6.33M
|
|
|
Oct 17, 2025
Q3 2025
|
Copeland Capital Management, LLC
|
SELL
|
- |
-3.9K- 5.3% |
$1.42M - $2.01M
|
69.6K
$29.4M
|
|
|
Oct 17, 2025
Q3 2025
|
Annex Advisory Services, LLC
|
SELL
|
- |
-512- 14.57% |
$186K - $264K
|
3K
$1.27M
|
|
|
Oct 16, 2025
Q3 2025
|
Ellsworth Advisors, LLC
|
BUY
|
- |
1.83KNew |
$665K - $942K
|
1.83K
$772K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
227+ 145.51% |
$82.6K - $117K
|
383
$162K
|
|
|
Oct 15, 2025
Q3 2025
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
897New |
$326K - $462K
|
897
$379K
|
|
|
Oct 15, 2025
Q3 2025
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
409New |
$149K - $211K
|
409
$173K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
31New |
$11.3K - $16K
|
31
$13.1K
|
|
|
Oct 10, 2025
Q3 2025
|
Congress Asset Management CO
|
SELL
|
- |
-951- 6.04% |
$346K - $490K
|
14.8K
$6.24M
|
|
|
Oct 09, 2025
Q3 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
200+ 1250.0% |
$72.8K - $103K
|
216
$91.2K
|
|
|
Oct 09, 2025
Q3 2025
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-288- 34.82% |
$105K - $148K
|
539
$228K
|
|
|
Oct 08, 2025
Q3 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
SELL
|
- |
-7- 33.33% |
$2.55K - $3.6K
|
14
$5.91K
|
|
|
Oct 02, 2025
Q3 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1+ 7.69% |
$364 - $515
|
14
$5.91K
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.95K+ 19.76% |
$622K - $880K
|
11.8K
$5M
|
|
|
Oct 08, 2025
Q2 2025
|
New York State Common Retirement Fund
|
BUY
|
- |
320+ 2.22% |
$102K - $144K
|
14.7K
$6.22M
|
|
|
Aug 14, 2025
Q2 2025
|
Nebula Research & Development LLC
New York, NY |
BUY
|
- |
354+ 18.68% |
$113K - $159K
|
2.25K
$949K
|
|
|
Aug 14, 2025
Q2 2025
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
729New |
$232K - $328K
|
729
$308K
|
|
|
Aug 14, 2025
Q2 2025
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
721New |
$230K - $325K
|
721
$304K
|
|
|
Aug 14, 2025
Q2 2025
|
Polymer Capital Management (Us) LLC
New York, NY |
BUY
|
- |
1.06KNew |
$338K - $479K
|
1.06K
$449K
|
|
|
Aug 14, 2025
Q2 2025
|
Legato Capital Management LLC
|
BUY
|
- |
80+ 0.54% |
$25.5K - $36K
|
14.9K
$6.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-1.91K- 21.86% |
$608K - $859K
|
6.82K
$2.88M
|
|
|
Aug 14, 2025
Q2 2025
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-1K- 18.74% |
$318K - $450K
|
4.34K
$1.83M
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
6New |
$1.91K - $2.7K
|
6
$2.53K
|
|
|
Aug 13, 2025
Q2 2025
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
553New |
$176K - $249K
|
553
$233K
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
36+ 900.0% |
$11.5K - $16.2K
|
40
$16.9K
|
|
|
Aug 13, 2025
Q2 2025
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
9+ 0.52% |
$2.87K - $4.05K
|
1.73K
$732K
|
|
|
Aug 13, 2025
Q2 2025
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
SELL
|
- |
-500- 16.01% |
$159K - $225K
|
2.62K
$1.11M
|
|
|
Aug 13, 2025
Q2 2025
|
Centiva Capital, LP
New York, NY |
SELL
|
- |
-180- 23.84% |
$57.3K - $81.1K
|
575
$243K
|
|
|
Aug 13, 2025
Q2 2025
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
17.9KNew |
$5.7M - $8.06M
|
17.9K
$7.55M
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
5New |
$1.59K - $2.25K
|
5
$2.11K
|
|
|
Aug 12, 2025
Q2 2025
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
11.5KNew |
$3.65M - $5.17M
|
11.5K
$4.84M
|
|
|
Aug 12, 2025
Q2 2025
|
Bahl & Gaynor Inc
|
SELL
|
- |
-4K- 60.71% |
$1.27M - $1.8M
|
2.59K
$1.09M
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
12+ 37.5% |
$3.82K - $5.4K
|
44
$18.6K
|
|
|
Aug 12, 2025
Q2 2025
|
Cynosure Management, LLC
Salt Lake City, UT |
SELL
|
- |
-67- 6.33% |
$21.3K - $30.2K
|
991
$418K
|
|
|
Aug 12, 2025
Q2 2025
|
Nuveen, LLC
Charlotte, NC |
SELL
|
- |
-1.97K- 21.45% |
$629K - $889K
|
7.23K
$3.05M
|
|
|
Aug 12, 2025
Q2 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
114New |
$36.3K - $51.3K
|
114
$48.1K
|
|
|
Aug 11, 2025
Q2 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-1- 33.33% |
$318 - $450
|
2
$844
|
|
|
Aug 11, 2025
Q2 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
10+ 25.64% |
$3.18K - $4.5K
|
49
$20.7K
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
14New |
$4.46K - $6.3K
|
14
$5.91K
|
|
|
Aug 11, 2025
Q2 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
31New |
$9.87K - $14K
|
31
$13.1K
|
|
|
Aug 11, 2025
Q2 2025
|
Seizert Capital Partners, LLC
|
SELL
|
- |
-20- 2.4% |
$6.37K - $9.01K
|
813
$343K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
678New |
$216K - $305K
|
678
$286K
|
|
|
Aug 08, 2025
Q2 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
559New |
$178K - $252K
|
559
$236K
|
|
|
Aug 08, 2025
Q2 2025
|
Bailard, Inc.
|
SELL
|
- |
-100- 12.97% |
$31.8K - $45K
|
671
$283K
|
|