Free Trial

Winmark (WINA) Institutional Ownership

→ Breaking News: Elon Musk Invents New Type of A.I. (Shocking) (From InvestorPlace) (Ad)
Free WINA Stock Alerts
$371.90
-2.00 (-0.53%)
(As of 05/17/2024 ET)
Compare
Stock AnalysisChartCompetitorsDividendEarningsFinancialsHeadlinesInsider TradesOwnershipSEC FilingsShort InterestSocial Media

Institutional Ownership Changes (13F Filings) for Winmark (NASDAQ:WINA)

Current
Institutional Ownership
Percentage
73.32%
Number of
Institutional Buyers
(last 12 months)
57
Total
Institutional Inflows
(last 12 months)
$67.22M
Number of
Institutional Sellers
(last 12 months)
44
Total
Institutional Outflows
(last 12 months)
$121.68M
Get WINA Insider Trade Alerts

Want to know when executives and insiders are buying or selling Winmark stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

WINA Institutional Buying and Selling by Quarter

Winmark Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/17/2024 Comerica Bank201$73K0.0%+673.1%0.006%
5/16/2024 California State Teachers Retirement System2,954$1.07M0.0%-5.0%0.084%
5/16/2024 Jacobs Levy Equity Management Inc.1,776$642K0.0%+198.5%0.051%
5/16/2024 Kennedy Capital Management LLC4,819$1.74M0.0%-1.5%0.138%
5/16/2024 Caxton Associates LP986$357K0.0%-37.6%0.028%
5/15/2024 Public Employees Retirement System of Ohio6,158$2.23M0.0%-10.7%0.176%
5/15/2024 Price T Rowe Associates Inc. MD816$296K0.0%+14.4%0.023%
5/15/2024 BOKF NA742$270K0.0%N/A0.021%
5/15/2024 Lazard Asset Management LLC219$79K0.0%-69.2%0.006%
5/13/2024 Bessemer Group Inc.48,215$17.44M0.0%+7.9%1.379%
5/11/2024 Cynosure Group LLC1,830$662K0.1%N/A0.052%
5/10/2024 Vanguard Group Inc.162,668$58.84M0.0%+2.3%4.652%
5/8/2024 William Blair Investment Management LLC65,534$23.70M0.1%-17.6%1.874%
5/8/2024 Russell Investments Group Ltd.5,294$1.92M0.0%+9.7%0.151%
5/7/2024 Clifford Capital Partners LLC1,419$513K0.1%+25.0%0.041%
5/7/2024 Swiss National Bank5,900$2.13M0.0%+1.7%0.169%
5/6/2024 Gallacher Capital Management LLC1,176$425K0.2%+45.7%0.034%
5/6/2024 Mawer Investment Management Ltd.183,331$66.31M0.3%-33.7%5.238%
5/3/2024 Schwarz Dygos Wheeler Investment Advisors LLC2,600$940K0.3%-3.3%0.074%
5/1/2024 Capstone Investment Advisors LLC683$247K0.0%N/A0.020%
5/1/2024 BNP Paribas Financial Markets4,422$1.60M0.0%-3.7%0.126%
4/29/2024Commonwealth Equity Services LLC14,145$5.12M0.0%+0.2%0.404%
4/29/2024 Principal Financial Group Inc.1,448$524K0.0%+87.1%0.041%
4/18/2024 Allspring Global Investments Holdings LLC2,942$1.06M0.0%+252.3%0.084%
4/15/2024 DGS Capital Management LLC3,769$1.36M0.4%+13.6%0.108%
4/11/2024 Mountain Pacific Investment Advisers Inc. ID27,667$10.01M0.6%+7.7%0.790%
4/11/2024 Congress Asset Management Co. MA5,764$2.09M0.0%N/A0.165%
3/14/2024 Ables Iannone Moore & Associates Inc.70$29K0.0%N/A0.002%
2/26/2024Virtu Financial LLC1,164$486K0.0%N/A0.033%
2/13/2024 Annex Advisory Services LLC1,190$497K0.0%+21.4%0.034%
2/13/2024 CWA Asset Management Group LLC6,556$2.74M0.2%-19.3%0.188%
2/12/2024 Eagle Asset Management Inc.20,948$8.75M0.0%-16.4%0.600%
2/9/2024 US Bancorp DE2,300$960K0.0%-14.8%0.066%
2/9/2024 Trexquant Investment LP1,799$751K0.0%+49.2%0.052%
2/8/2024 Robeco Institutional Asset Management B.V.1,084$453K0.0%-47.8%0.031%
2/8/2024 Fiera Capital Corp11,661$4.87M0.0%-6.8%0.334%
2/7/2024 Principal Financial Group Inc.774$323K0.0%+9.8%0.022%
2/7/2024 Dimensional Fund Advisors LP113,571$47.42M0.0%-6.7%3.254%
2/7/2024 Jump Financial LLC3,046$1.27M0.0%+83.1%0.087%
2/7/2024 Seizert Capital Partners LLC574$240K0.0%-61.4%0.016%
The Overlooked Retirement Asset You Probably Don’t Own (Ad)

4 out of 5 Americans believe we’re on the brink of a retirement crisis. Luckily, in these unprecedented times, we have an unprecedented solution. Once considered a “fringe” investment, the crypto market is now taking the world by storm.

Click here to access the Crypto Retirement Blueprint now.
2/7/2024 BNP Paribas Financial Markets4,590$1.92M0.0%+182.8%0.132%
2/7/2024 Teacher Retirement System of Texas1,638$684K0.0%-76.7%0.047%
2/7/2024 Mawer Investment Management Ltd.276,571$115.48M0.6%-12.2%7.925%
2/7/2024 Gladius Capital Management LP69$29K0.0%-30.3%0.002%
2/6/2024 Charles Schwab Investment Management Inc.22,345$9.33M0.0%+1.1%0.641%
2/6/2024 Gallacher Capital Management LLC807$337K0.2%N/A0.023%
2/6/2024 AJOVista LLC103$43K0.1%N/A0.003%
2/6/2024 Amalgamated Bank249$104K0.0%-10.4%0.007%
2/6/2024 Swiss National Bank5,800$2.42M0.0%-10.8%0.166%
2/5/2024 Victory Capital Management Inc.1,274$532K0.0%+31.1%0.037%
2/5/2024 Anchor Capital Advisors LLC3,101$1.30M0.0%+14.4%0.089%
2/5/2024 Russell Investments Group Ltd.4,826$2.02M0.0%+71.1%0.138%
2/5/2024 Schwarz Dygos Wheeler Investment Advisors LLC2,688$1.12M0.3%-19.2%0.077%
2/2/2024 Mountain Pacific Investment Advisers Inc. ID25,685$10.73M0.7%+23.0%0.736%
2/2/2024 Bailard Inc.571$238K0.0%-14.9%0.016%
2/1/2024 New York State Common Retirement Fund15,276$6.38M0.0%-1.0%0.438%
1/31/2024 RIA Advisory Group LLC1,481$618K0.2%N/A0.042%
1/30/2024 DGS Capital Management LLC3,317$1.39M0.5%+6.5%0.095%
1/30/2024 Strs Ohio1,500$626K0.0%-21.1%0.043%
1/29/2024 Triasima Portfolio Management inc.8,963$3.74M0.3%+69.8%0.257%
1/25/2024 Allspring Global Investments Holdings LLC835$349K0.0%+111.9%0.024%
1/18/2024 Ellsworth Advisors LLC1,590$664K0.2%-2.1%0.046%
1/18/2024 Laurus Investment Counsel Inc.11,620$4.85M2.3%-16.8%0.333%
1/16/2024 Legato Capital Management LLC15,395$6.43M0.8%-1.2%0.441%
1/12/2024 SG Americas Securities LLC337$141K0.0%N/A0.010%
12/19/2023 Public Employees Retirement System of Ohio6,898$2.57M0.0%+71.3%0.198%
12/18/2023 Gladius Capital Management LP99$37K0.0%-49.2%0.003%
12/18/2023 Vanguard Group Inc.154,934$57.81M0.0%+1.5%4.439%
12/6/2023 Citigroup Inc.340$127K0.0%-83.0%0.010%
11/15/2023 GSA Capital Partners LLP2,980$1.11M0.1%N/A0.085%
11/14/2023 CWA Asset Management Group LLC8,122$3.03M0.2%N/A0.233%
11/14/2023 Qube Research & Technologies Ltd11,186$4.17M0.0%-8.3%0.321%
11/14/2023 Trexquant Investment LP1,206$450K0.0%N/A0.035%
11/13/2023 Eagle Asset Management Inc.25,043$9.34M0.1%+0.9%0.718%
11/13/2023 Algert Global LLC3,358$1.25M0.1%+0.7%0.096%
11/13/2023 Dark Forest Capital Management LP1,426$532K0.0%+26.1%0.041%
11/13/2023 Brandywine Global Investment Management LLC6,100$2.28M0.0%+1.7%0.175%
11/13/2023 Hsbc Holdings PLC662$250K0.0%-26.4%0.019%
11/13/2023 Clifford Capital Partners LLC1,731$646K0.2%-42.8%0.050%
11/13/2023 Grantham Mayo Van Otterloo & Co. LLC8,734$3.26M0.0%+20.2%0.250%
11/13/2023 Kestra Advisory Services LLC6,128$2.29M0.0%+527.2%0.176%
11/9/2023 Anchor Capital Advisors LLC2,710$1.01M0.0%-11.6%0.078%
11/9/2023 William Blair Investment Management LLC76,897$28.69M0.1%-23.5%2.203%
11/9/2023 Rhumbline Advisers9,912$3.70M0.0%+15.3%0.284%
11/9/2023 Fiera Capital Corp12,511$4.67M0.0%+8.7%0.358%
11/9/2023 Deutsche Bank AG1,252$467K0.0%+16.4%0.036%
11/9/2023 Skandinaviska Enskilda Banken AB publ10,200$3.81M0.0%+15.9%0.292%
11/9/2023 Liontrust Investment Partners LLP2,630$981K0.0%N/A0.075%
11/8/2023 Huntington National Bank170$63K0.0%+24.1%0.005%
11/8/2023 Charles Schwab Investment Management Inc.22,107$8.25M0.0%+5.0%0.633%
Breaking News: Elon Musk Invents New Type of A.I. (Shocking) (Ad)

Could Elon's New Device be Bigger than the iPhone? According to 30-year Silicon Valley and Wall Street veteran, Eric Fry… This mind-blowing new technology could be bigger than the iPhone.

Click here for the full story…
11/8/2023 Swiss National Bank6,500$2.43M0.0%+1.6%0.186%
11/7/2023 Quantbot Technologies LP1,146$428K0.0%N/A0.033%
11/7/2023 New York State Common Retirement Fund15,438$5.76M0.0%+1.8%0.442%
11/7/2023 Barclays PLC2,534$945K0.0%-2.0%0.073%
11/7/2023 Jump Financial LLC1,664$621K0.0%-12.5%0.048%
11/6/2023 Seizert Capital Partners LLC1,488$555K0.0%-10.9%0.043%
11/6/2023 Mawer Investment Management Ltd.314,829$117.47M0.6%-3.6%9.021%
11/6/2023 Victory Capital Management Inc.972$363K0.0%N/A0.028%
11/2/2023 Principal Financial Group Inc.705$263K0.0%N/A0.020%
11/1/2023 Annex Advisory Services LLC980$366K0.0%+20.7%0.028%
(Data available from 1/1/2016 forward)

WINA Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of WINA shares?

During the previous two years, 107 institutional investors and hedge funds held shares of Winmark. The most heavily invested institutionals were Mawer Investment Management Ltd. ($66.31M), Vanguard Group Inc. ($58.84M), Renaissance Technologies LLC ($53.88M), Dimensional Fund Advisors LP ($47.42M), Neuberger Berman Group LLC ($42.73M), Port Capital LLC ($37.96M), and William Blair Investment Management LLC ($23.70M).Learn more on WINA's institutional investors.

What percentage of Winmark stock is owned by institutional investors?

73.32% of Winmark stock is owned by institutional investors. Learn more on WINA's institutional investor holdings.

Which institutional investors have been buying Winmark stock?

Of the 90 institutional investors that purchased Winmark stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Neuberger Berman Group LLC ($133.36K), Bessemer Group Inc. ($27.75K), Mountain Pacific Investment Advisers Inc. ID ($27.67K), Renaissance Technologies LLC ($27.40K), Allspring Global Investments Holdings LLC ($23.02K), Legato Capital Management LLC ($15.14K), and Fiera Capital Corp ($12.78K).

How much institutional buying is happening at Winmark?

Institutional investors have bought a total of 461,046 shares in the last 24 months. This purchase volume represents approximately $142.53M in transactions.

Which Winmark major shareholders have been selling company stock?

Of the 54 institutional investors that sold Winmark stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Mawer Investment Management Ltd. ($149.82K), QV Investors Inc. ($113.41K), William Blair Investment Management LLC ($47.99K), Renaissance Technologies LLC ($31.28K), Port Capital LLC ($21.68K), Legato Capital Management LLC ($15.47K), and Fiera Capital Corp ($13.12K).

How much institutional selling is happening at Winmark?

Institutional investors have sold a total of 474,630 shares in the last 24 months. This volume of shares sold represents approximately $154.25M in transactions.


Related Companies:
This page (NASDAQ:WINA) was last updated on 5/19/2024 by MarketBeat.com Staff

From Our Partners
Shocking $16T Elon Musk Crypto Leak
Crypto 101 Media
Next President (Not Trump. Not Biden.)
The Freeport Society
Missed NVDA? Buy this AI stock NOW
Chaikin Analytics
Urgent Nvidia Warning
Altimetry
41 banks launch ‘crypto dollar’
Stansberry Research
Crypto Pioneer Says: “The last crypto bull market has begun.”
InvestorPlace
Protect Your Bank Account Before It’s Too Late
Weiss Ratings
He Is Giving Away Bitcoin
Crypto Swap Profits