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Winmark (WINA) Institutional Ownership

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$398.65 +0.15 (+0.04%)
(As of 12/20/2024 05:17 PM ET)
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Institutional Ownership Changes (13F Filings) for Winmark (NASDAQ:WINA)

Current
Institutional Ownership
Percentage
73.32%
Number of
Institutional Buyers
(last 12 months)
64
Total
Institutional Inflows
(last 12 months)
$71.84M
Number of
Institutional Sellers
(last 12 months)
42
Total
Institutional Outflows
(last 12 months)
$121.42M
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WINA Institutional Buying and Selling by Quarter

Winmark Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
12/10/2024 DGS Capital Management LLC3,215$1.23M0.3%-10.9%0.091%
11/16/2024 Geode Capital Management LLC71,185$27.26M0.0%+2.1%2.022%
11/15/2024 Vestcor Inc22,912$8.77M0.3%-3.9%0.651%
11/15/2024 Barclays PLC6,073$2.33M0.0%+117.7%0.173%
11/15/2024 Y Intercept Hong Kong Ltd1,012$388K0.0%N/A0.029%
11/15/2024 Jane Street Group LLC2,921$1.12M0.0%-31.5%0.083%
11/15/2024 State Street Corp81,185$31.09M0.0%+1.9%2.306%
11/15/2024 Stifel Financial Corp3,961$1.52M0.0%+13.7%0.113%
11/15/2024 Port Capital LLC106,595$40.82M1.8%-5.1%3.028%
11/15/2024 Centiva Capital LP815$312K0.0%N/A0.023%
11/15/2024 ClearAlpha Technologies LP1,265$484K0.1%+26.4%0.036%
11/14/2024 Rockefeller Capital Management L.P.23,943$9.17M0.0%N/A0.680%
11/14/2024 Walleye Capital LLC2,335$894K0.0%+63.4%0.066%
11/14/2024 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC7,060$2.70M0.0%-0.7%0.201%
11/14/2024 MetLife Investment Management LLC1,654$633K0.0%-3.9%0.047%
11/14/2024 Clifford Capital Partners LLC1,724$660K0.1%-8.9%0.049%
11/13/2024 Cynosure Group LLC988$378K0.1%-52.1%0.028%
11/13/2024 BNP Paribas Financial Markets6,904$2.64M0.0%-19.5%0.196%
11/12/2024 Centaurus Financial Inc.721$276K0.0%+108.4%0.020%
11/12/2024 Algert Global LLC6,357$2.43M0.1%-46.0%0.181%
11/12/2024 Eagle Asset Management Inc.21,372$8.77M0.0%+14.2%0.607%
11/12/2024 Charles Schwab Investment Management Inc.24,067$9.22M0.0%+2.4%0.684%
11/9/2024 Intech Investment Management LLC708$271K0.0%N/A0.020%
11/7/2024 Mawer Investment Management Ltd.90,273$34.57M0.2%-43.0%2.565%
11/6/2024 Gladius Capital Management LP173$66K0.0%-16.0%0.005%
11/5/2024 Victory Capital Management Inc.4,338$1.66M0.0%+16.4%0.123%
11/1/2024 CWA Asset Management Group LLC13,324$5.10M0.3%N/A0.379%
11/1/2024 Fiera Capital Corp8,881$3.40M0.0%-29.4%0.252%
10/28/2024 Congress Asset Management Co.9,133$3.50M0.0%-1.3%0.261%
10/24/2024 Cavalier Investments LLC1,694$649K0.2%+4.2%0.048%
10/21/2024 Copeland Capital Management LLC63,630$24.37M0.4%+0.3%1.820%
10/17/2024Laurus Investment Counsel Inc.10,490$4.02M2.1%-9.7%0.300%
10/16/2024 nVerses Capital LLC200$77K0.0%N/A0.006%
10/10/2024 Exchange Traded Concepts LLC795$304K0.0%N/A0.023%
10/9/2024 Mountain Pacific Investment Advisers LLC31,049$11.89M0.8%+0.2%0.888%
10/8/2024 CWM LLC213$82K0.0%+110.9%0.006%
9/23/2024 Centaurus Financial Inc.346$122K0.0%N/A0.010%
9/20/2024 Clifford Capital Partners LLC1,892$667K0.1%+33.3%0.054%
8/16/2024 Creative Planning3,351$1.18M0.0%+4.7%0.096%
8/16/2024 Algert Global LLC11,767$4.15M0.1%-7.5%0.336%
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8/15/2024 The Manufacturers Life Insurance Company1,552$547K0.0%+9.8%0.044%
8/15/2024 Millennium Management LLC13,986$4.93M0.0%-43.6%0.400%
8/15/2024 Dark Forest Capital Management LP921$325K0.1%-29.4%0.026%
8/15/2024 AQR Capital Management LLC7,540$2.66M0.0%-9.0%0.216%
8/14/2024 Marshall Wace LLP2,154$760K0.0%N/A0.062%
8/13/2024 Sei Investments Co.1,434$506K0.0%N/A0.041%
8/12/2024 AltraVue Capital LLC145,914$51.45M5.1%+95.2%4.173%
8/9/2024 Renaissance Technologies LLC180,077$63.50M0.1%-2.2%5.149%
8/9/2024 Dimensional Fund Advisors LP108,329$38.20M0.0%-6.9%3.098%
8/8/2024 Envestnet Asset Management Inc.11,373$4.01M0.0%+30.4%0.325%
8/8/2024 William Blair Investment Management LLC71,426$25.19M0.1%+9.0%2.042%
8/8/2024 BOKF NA1,498$528K0.0%+101.9%0.043%
8/7/2024 Mawer Investment Management Ltd.158,273$55.81M0.3%-13.7%4.526%
8/6/2024 Quest Partners LLC478$169K0.0%N/A0.014%
8/6/2024 Anchor Capital Advisors LLC3,410$1.20M0.0%+9.5%0.098%
8/5/2024 Victory Capital Management Inc.3,726$1.31M0.0%+55.8%0.106%
8/1/2024 Fiera Capital Corp12,571$4.43M0.0%-27.1%0.359%
8/1/2024 Rhumbline Advisers7,546$2.66M0.0%-2.4%0.216%
7/31/2024Commonwealth Equity Services LLC14,186$5.00M0.0%+0.3%0.403%
7/29/2024 Crossmark Global Holdings Inc.809$285K0.0%+15.1%0.023%
7/29/2024 Principal Financial Group Inc.1,558$549K0.0%+7.6%0.044%
7/29/2024 TrueMark Investments LLC1,060$374K0.1%N/A0.030%
7/26/2024 Allspring Global Investments Holdings LLC682$240K0.0%-76.8%0.019%
7/26/2024 Liontrust Investment Partners LLP11,043$3.89M0.1%+35.4%0.314%
7/26/2024 Bank of New York Mellon Corp23,259$8.20M0.0%+4.2%0.661%
7/24/2024Unique Wealth Strategies LLC100$36K0.0%N/A0.003%
7/19/2024 Gladius Capital Management LP206$73K0.0%+116.8%0.006%
7/11/2024 Mountain Pacific Investment Advisers LLC31,002$10.93M0.8%+12.1%0.886%
7/10/2024 CWM LLC101$36K0.0%+197.1%0.003%
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%
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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%
2/26/2024 Virtu 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%
(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, 128 institutional investors and hedge funds held shares of Winmark. The most heavily invested institutionals were Renaissance Technologies LLC ($63.50M), Vanguard Group Inc. ($58.84M), AltraVue Capital LLC ($51.45M), Neuberger Berman Group LLC ($42.73M), Port Capital LLC ($40.82M), Dimensional Fund Advisors LP ($38.20M), and Mawer Investment Management Ltd. ($34.57M).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 105 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), AltraVue Capital LLC ($80.32K), Bessemer Group Inc. ($27.75K), Mountain Pacific Investment Advisers Inc. ID ($27.67K), Rockefeller Capital Management L.P. ($23.94K), Allspring Global Investments Holdings LLC ($23.02K), and CWA Asset Management Group LLC ($21.45K).

How much institutional buying is happening at Winmark?

Institutional investors have bought a total of 546,938 shares in the last 24 months. This purchase volume represents approximately $183.83M in transactions.

Which Winmark major shareholders have been selling company stock?

Of the 59 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. ($242.88K), QV Investors Inc. ($69.10K), William Blair Investment Management LLC ($47.99K), Port Capital LLC ($27.36K), Fiera Capital Corp ($21.48K), Dimensional Fund Advisors LP ($17.83K), and Legato Capital Management LLC ($14.74K).

How much institutional selling is happening at Winmark?

Institutional investors have sold a total of 540,502 shares in the last 24 months. This volume of shares sold represents approximately $192.24M in transactions.


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This page (NASDAQ:WINA) was last updated on 12/21/2024 by MarketBeat.com Staff
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