Latest Institutional Transactions on Winmark Corp (WINA)

WINA Quotes by TradingView

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
Aug 14, 2023 Q2 2023
New Edge Advisors, LLC

New Orleans, LA
SELL
 -
-12
- 63.16%
$3.83K - $4.43K
7 $2.21K
Aug 14, 2023 Q2 2023
Quadrature Capital LTD

London, X0
BUY
 -
34
+ 2.42%
$10.8K - $12.6K
1.44K $453K
Aug 11, 2023 Q2 2023
Susquehanna Fundamental Investments, LLC

Bala Cynwyd, PA
SELL
 -
-600
- 39.92%
$191K - $222K
903 $284K
Aug 11, 2023 Q2 2023
Panagora Asset Management Inc

Boston, MA
SELL
 -
-232
- 18.74%
$74K - $85.7K
1.01K $317K
Aug 11, 2023 Q2 2023
Pine Bridge Investments, L.P.

BUY
 -
134
New
$42.7K - $49.5K
134 $42.2K
Aug 03, 2023 Q2 2023
Los Angeles Capital Management LLC

SELL
 -
-570
- 45.78%
$182K - $211K
675 $213K
Jul 25, 2023 Q2 2023
Fifth Third Bancorp

BUY
 -
50
New
$16K - $18.5K
50 $15.8K
Jul 25, 2023 Q2 2023
Qv Investors Inc.

SELL
 -
-66K
- 69.76%
$21.1M - $24.4M
28.6K $9.01M
Jul 14, 2023 Q2 2023
Avion Wealth

The Woodlands, TX
BUY
 -
2
New
$638 - $739
2 $630
Q1 2023
May 15, 2023 Q1 2023
Alliancebernstein L.P.

New York, NY
BUY
 -
1.6K
+ 114.29%
$380K - $513K
3K $945K
May 11, 2023 Q1 2023
Waratah Capital Advisors Ltd.

Toronto, A6
BUY
 -
4.8K
New
$1.14M - $1.54M
4.8K $1.51M
May 09, 2023 Q1 2023
Guardian Wealth Management, Inc.

Peoria, IL
SELL
 -
-12
- 10.71%
$2.85K - $3.85K
100 $31.5K
May 08, 2023 Q1 2023
Schwartz Investment Counsel Inc

Plymouth, MI
BUY
 -
2.9K
+ 12.24%
$689K - $929K
26.6K $8.38M
May 04, 2023 Q1 2023
Ellevest, Inc.

BUY
 -
2
+ 3.64%
$475 - $641
57 $18K
Apr 18, 2023 Q1 2023
Fsc Wealth Advisors, LLC

BUY
 -
132
New
$31.4K - $42.3K
132 $41.6K
Q4 2022
Feb 14, 2023 Q4 2022
Bank Of New York Mellon Corp

New York, NY
BUY
 -
26K
New
$5.63M - $6.54M
26K $8.18M
Feb 13, 2023 Q4 2022
Axs Investments LLC

Port Chester, NY
BUY
 -
273
New
$59.2K - $68.8K
273 $86K
Feb 10, 2023 Q4 2022
Quadrant Capital Group LLC

Cincinnati, OH
BUY
 -
1
+ 1.52%
$217 - $252
67 $21.1K
Feb 10, 2023 Q4 2022
New York Life Investment Management LLC

New York, NY
BUY
 -
307
+ 13.34%
$66.6K - $77.4K
2.61K $822K
Feb 10, 2023 Q4 2022
Jupiter Asset Management LTD

BUY
 -
866
New
$188K - $218K
866 $273K
Q3 2022
Nov 14, 2022 Q3 2022
Hirtle Callaghan & CO LLC

West Conshohocken, PA
BUY
 -
1K
New
$198K - $239K
1K $315K
Oct 12, 2022 Q3 2022
Fcf Advisors LLC

SELL
 -
-2.01K
- 94.71%
$396K - $480K
112 $35.3K
Q2 2022
Aug 14, 2024 Q2 2022
Federation Des Caisses Desjardins Du Quebec

Levis, A8
SELL
 -
-25
Closed
$4.72K - $5.67K
0 $0
Sep 06, 2022 Q2 2022
Ifp Advisors, Inc

BUY
 -
1
New
$189 - $227
1 $315
Aug 15, 2022 Q2 2022
Gyon Technologies Capital Management, LP

Denville, NJ
BUY
 -
1.3K
New
$245K - $295K
1.3K $409K
Aug 15, 2022 Q2 2022
Penn Capital Management Company, LLC

Philadelphia, PA
BUY
 -
1.61K
+ 68.94%
$305K - $366K
3.96K $1.25M
Aug 15, 2022 Q2 2022
Point72 Hong Kong LTD

Hong Kong, K3
BUY
 -
33
New
$6.23K - $7.49K
33 $10.4K
Aug 12, 2022 Q2 2022
Ergoteles LLC

New York, NY
BUY
 -
2.9K
New
$547K - $658K
2.9K $914K
Aug 09, 2022 Q2 2022
Ronald Blue Trust, Inc.

Brentwood, TN
BUY
 -
300
New
$56.6K - $68.1K
300 $94.5K
Q1 2022
May 16, 2022 Q1 2022
Captrust Financial Advisors

Raleigh, NC
SELL
 -
-250
Closed
$52.9K - $62.8K
0 $0
May 13, 2022 Q1 2022
Signet Financial Management, LLC

Parsippany, NJ
SELL
 -
-114
Closed
$24.1K - $28.6K
0 $0
May 13, 2022 Q1 2022
Zions Bancorporation, N.A.

SELL
 -
-98
Closed
$20.7K - $24.6K
0 $0
May 04, 2022 Q1 2022
Motley Fool Asset Management LLC

Alexandria, VA
SELL
 -
-4
Closed
$847 - $1K
0 $0
Apr 14, 2022 Q1 2022
Strong Tower Advisory Services

Minneapolis, MN
SELL
 -
-851
Closed
$180K - $214K
0 $0
Q4 2021
Feb 14, 2022 Q4 2021
Aristides Capital LLC

Ottawa Hills, OH
SELL
 -
-946
Closed
$194K - $257K
0 $0
Feb 11, 2022 Q4 2021
O'Shaughnessy Asset Management, LLC

Stamford, CT
SELL
 -
-6
Closed
$1.23K - $1.63K
0 $0
Q3 2021
Nov 15, 2021 Q3 2021
Western Standard LLC

Los Angeles, CA
SELL
 -
-9.12K
Closed
$1.74M - $2.04M
0 $0
Nov 15, 2021 Q3 2021
Fil LTD

Hamilton, D0
SELL
 -
-170
Closed
$32.4K - $38K
0 $0
Nov 10, 2021 Q3 2021
California Public Employees Retirement System

Sacramento, CA
SELL
 -
-1.49K
Closed
$284K - $333K
0 $0
Oct 15, 2021 Q3 2021
Advisor Net Financial, Inc

SELL
 -
-875
Closed
$167K - $196K
0 $0
Oct 05, 2021 Q3 2021
Savior LLC

SELL
 -
-33
Closed
$6.29K - $7.38K
0 $0
Q2 2021
Aug 20, 2021 Q2 2021
Denali Advisors LLC

SELL
 -
-3.9K
Closed
$722K - $784K
0 $0
Aug 16, 2021 Q2 2021
Advisory Research Inc

Chicago, IL
SELL
 -
-27.6K
Closed
$5.11M - $5.54M
0 $0
Aug 16, 2021 Q2 2021
Pdt Partners, LLC

New York, NY
SELL
 -
-2.79K
Closed
$517K - $561K
0 $0
Aug 13, 2021 Q2 2021
Permanens Capital L.P.

New York, NY
SELL
 -
-2.56K
Closed
$474K - $514K
0 $0
Jul 22, 2021 Q2 2021
Valeo Financial Advisors, LLC

SELL
 -
-3
Closed
$556 - $603
0 $0
Q1 2021
Nov 09, 2023 Q1 2021
Brewin Dolphin LTD

London, X0
SELL
 -
-25
Closed
$4.26K - $4.7K
0 $0
May 17, 2021 Q1 2021
Wellington Management Group LLP

Boston, MA
SELL
 -
-4.6K
Closed
$784K - $865K
0 $0
May 06, 2021 Q1 2021
Aptus Capital Advisors, LLC

SELL
 -
-2.83K
Closed
$483K - $533K
0 $0

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