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Get Institutions for : 
Winmark Corp (WINA)  
$362.67 6.74 (1.89%) as of 4:30 Tue 6/18


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 165    13
Total shares held : 
 2,556,773  
% of shares held : 
 68.36%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   18  
Amount of shares held : 
 93,601  
% of shares held change : 
   2.5%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $407.94  
Last Quarter's Ending Price : 
 $361.70  
Last Quarter's Average Price : 
 $367.18  
Change from last quarter's     
avg. price to the last closing  : 
4.51 (1.23%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
19
 26,061
 1.02%
 
Increased Positions :
60
 191,753
 7.5%
 
Unchanged Positions :
31
 48,646
 1.9%
 
Decreased Positions :
55
-110,640
-4.33%
 
Closed Positions :
6
-13,573
-0.53%
 
Guru Positions :
0
 0%
 
View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for period: 12-31-2023 View holdings for the current period

  Page 1 of 1  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   CONGRESS ASSET MANAGEMENT CO /MA 274 *New 2024-03-31 5,764 $2,085,000 5,764
   STIFEL FINANCIAL CORP 2229 *New 2024-03-31 2,515 $910,000 2,515
   CYNOSURE MANAGEMENT LLC 104 *New 2024-03-31 1,830 $662,000 1,830
   Semanteon Capital Management LP 127 *New 2024-03-31 1,423 $515,000 1,423
   BANK OF OKLAHOMA NATIONAL ASSOCIATION / 672 *New 2024-03-31 742 $270,000 742
   Atom Investors LP 436 *New 2024-03-31 716 $259,000 716
   CAPSTONE INVESTMENT ADVISORS LLC 976 *New 2024-03-31 683 $247,000 683
   Cresset Asset Management LLC 1741 *New 2024-03-31 573 $207,000 573
   SHERBROOKE PARK ADVISERS LLC 719 *New 2024-03-31 567 $205,000 567
   Point72 Asia (Singapore) Pte. Ltd. 698 *New 2024-03-31 220 $80,000 220
   First Command Advisory Services Inc. 241 *New 2024-03-31 389 $58,000 389
   CWM LLC 3217 *New 2024-03-31 34 $12,000 34
   SRS Capital Advisors Inc. 777 *New 2024-03-31 29 $10,000 29
   CBIZ Investment Advisory Services LLC 272 *New 2024-03-31 20 $7,000 20
   ANCORA ADVISORS, LLC 1475 *New 2024-03-31 5 $2,000 5
   Quarry LP 1491 *New 2024-03-31 5 $2,000 5
   Private Wealth Management Group LLC 1108 *New 2024-03-31 3 $1,000 3
   Atlantic Trust Group LLC 2874 *New 2024-03-31 3 $1,000 3
   Nelson Van Denburg & Campbell Wealth Management Gr 3128 *New 2024-03-31 1 $0 1
   HARBOR INVESTMENT ADVISORY LLC 1329 *New 2024-03-31 1 $0 1
   TFC Financial Management 865 *New 2024-03-31 1 $0 1
   Financial Gravity Wealth Inc. 1374 *New 2024-03-31 1 $0 1
  22 Records found
  1    
  Page 1 of 1
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