WINA Insider Trading

Insider Trading Chart
Insider Trading History
Frequently Asked Questions
About

Insider Ownership Percentage: 10.60%

Insider Buying (Last 12 Months): $0.00

Insider Selling (Last 12 Months): $7,802,821.73

Winmark Insider Trading History Chart

Winmark Share Price & Price History

^$349.77

▼ -3.86 (-1.09%)

As of 09/6/2024 01:00 AM ET

Days: 30 | 90 | 365

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Winmark Insider Trading History

Transaction Date	Insider Name	Title	Buy/Sell	Number of Shares	Average Share Price	Total Transaction	Shares Held After Transaction
7/31/2024	Lawrence A. Barbetta	Director	Sell	2,412	$395.30	$953,463.60	4,522
7/29/2024	Lawrence A. Barbetta	Director	Sell	124	$403.34	$50,014.16	6,934
7/26/2024	Lawrence A. Barbetta	Director	Sell	583	$405.09	$236,167.47	7,058
4/22/2024	Anthony D. Ishaug	CFO	Sell	4,000	$386.51	$1,546,040.00	51,783
4/18/2024	Brett D. Heffes	CEO	Sell	8,290	$373.04	$3,092,501.60	110,000
10/23/2023	Anthony D. Ishaug	CFO	Sell	1,553	$413.00	$641,389.00	50,012
10/20/2023	Anthony D. Ishaug	CFO	Sell	2,447	$415.35	$1,016,361.45	48,177
10/19/2023	Renae M Gaudette	COO	Sell	665	$401.33	$266,884.45	13,560
6/7/2023	Mark L. Wilson	Director	Sell	3,000	$359.60	$1,078,800.00	3,474
5/8/2023	Jenele C Grassle	Director	Sell	3,000	$314.16	$942,480.00	2,500
4/26/2023	Anthony D. Ishaug	CFO	Sell	3,500	$338.89	$1,186,115.00	45,148
4/26/2023	Brett D. Heffes	CEO	Sell	6,527	$338.18	$2,207,300.86	108,500
4/21/2023	Mark L. Wilson	Director	Sell	2,486	$343.88	$854,885.68
3/27/2023	Lawrence A. Barbetta	Director	Sell	5,242	$306.83	$1,608,402.86	12,641
3/24/2023	Lawrence A. Barbetta	Director	Sell	5,000	$305.51	$1,527,550.00	17,883
3/22/2023	Lawrence A. Barbetta	Director	Sell	1,218	$305.30	$371,855.40	23,423
3/16/2023	Paul C Reyelts	Director	Sell	1,446	$295.00	$426,570.00	3,887
3/8/2023	Paul C Reyelts	Director	Sell	500	$295.00	$147,500.00	2,673
3/6/2023	Paul C Reyelts	Director	Sell	275	$295.00	$81,125.00	3,173
10/18/2022	Anthony D. Ishaug	CFO	Sell	2,504	$233.98	$585,885.92	40,224
8/18/2022	Jenele C Grassle	Director	Sell	2,000	$234.76	$469,520.00	2,500
4/14/2022	Percy C Tomlinson Jr	Director	Buy	100	$224.81	$22,481.00	200
3/14/2022	Leah A. Goff	VP	Sell	1,561	$225.26	$351,630.86
3/11/2022	Leah A. Goff	VP	Sell	15	$227.00	$3,405.00
3/8/2022	Percy C Tomlinson Jr	Director	Buy	100	$225.00	$22,500.00
12/6/2021	Lawrence A. Barbetta	Director	Sell	300	$261.00	$78,300.00
11/29/2021	Lawrence A. Barbetta	Director	Sell	4,200	$271.15	$1,138,830.00
11/22/2021	Lawrence A. Barbetta	Director	Sell	400	$270.18	$108,072.00
11/18/2021	Lawrence A. Barbetta	Director	Sell	4,500	$271.88	$1,223,460.00
11/15/2021	Lawrence A. Barbetta	Director	Sell	1,504	$273.24	$410,952.96
11/8/2021	Mark L. Wilson	Director	Sell	3,762	$258.90	$973,981.80
11/2/2021	Leah A. Goff	VP	Sell	2,250	$236.76	$532,710.00
10/28/2021	Brett D. Heffes	CEO	Sell	4,914	$225.01	$1,105,699.14
10/25/2021	Brett D. Heffes	CEO	Sell	3,518	$218.00	$766,924.00
10/21/2021	Brett D. Heffes	CEO	Sell	5,211	$218.66	$1,139,437.26
10/18/2021	Anthony D. Ishaug	CFO	Sell	4,302	$218.17	$938,567.34
10/15/2021	Anthony D. Ishaug	CFO	Sell	2,651	$221.07	$586,056.57

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SEC Filings (Institutional Ownership Changes) for Winmark (NASDAQ:WINA)

73.32% of Winmark stock is owned by institutions. Institutional ownership can be a sign of analyst confidence in the fundamentals of the stock.

Institutional Buying and Selling by Quarter

Winmark Institutional Trading History

Reporting Date	Hedge Fund	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
8/16/2024	Creative Planning	3,351	$1.18M	0.0%	+4.7%	0.096%
8/16/2024	Algert Global LLC	11,767	$4.15M	0.1%	-7.5%	0.336%
8/15/2024	The Manufacturers Life Insurance Company	1,552	$0.55M	0.0%	+9.8%	0.044%
8/15/2024	Millennium Management LLC	13,986	$4.93M	0.0%	-43.6%	0.400%
8/15/2024	Dark Forest Capital Management LP	921	$0.33M	0.1%	-29.4%	0.026%
8/15/2024	AQR Capital Management LLC	7,540	$2.66M	0.0%	-9.0%	0.216%
8/14/2024	Marshall Wace LLP	2,154	$0.76M	0.0%	N/A	0.062%
8/13/2024	Sei Investments Co.	1,434	$0.51M	0.0%	N/A	0.041%
8/12/2024	AltraVue Capital LLC	145,914	$51.45M	5.1%	+95.2%	4.173%
8/9/2024	Renaissance Technologies LLC	180,077	$63.50M	0.1%	-2.2%	5.149%
8/9/2024	Dimensional Fund Advisors LP	108,329	$38.20M	0.0%	-6.9%	3.098%
8/8/2024	Envestnet Asset Management Inc.	11,373	$4.01M	0.0%	+30.4%	0.325%
8/8/2024	William Blair Investment Management LLC	71,426	$25.19M	0.1%	+9.0%	2.042%
8/8/2024	BOKF NA	1,498	$0.53M	0.0%	+101.9%	0.043%
8/7/2024	Mawer Investment Management Ltd.	158,273	$55.81M	0.3%	-13.7%	4.526%
8/6/2024	Quest Partners LLC	478	$0.17M	0.0%	N/A	0.014%
8/6/2024	Anchor Capital Advisors LLC	3,410	$1.20M	0.0%	+9.5%	0.098%
8/5/2024	Victory Capital Management Inc.	3,726	$1.31M	0.0%	+55.8%	0.106%
8/1/2024	Fiera Capital Corp	12,571	$4.43M	0.0%	-27.1%	0.359%
8/1/2024	Rhumbline Advisers	7,546	$2.66M	0.0%	-2.4%	0.216%
7/31/2024	Commonwealth Equity Services LLC	14,186	$5M	0.0%	+0.3%	0.403%
7/29/2024	Crossmark Global Holdings Inc.	809	$0.29M	0.0%	+15.1%	0.023%
7/29/2024	Principal Financial Group Inc.	1,558	$0.55M	0.0%	+7.6%	0.044%
7/29/2024	TrueMark Investments LLC	1,060	$0.37M	0.1%	N/A	0.030%
7/26/2024	Allspring Global Investments Holdings LLC	682	$0.24M	0.0%	-76.8%	0.019%
7/26/2024	Liontrust Investment Partners LLP	11,043	$3.89M	0.1%	+35.4%	0.314%
7/26/2024	Bank of New York Mellon Corp	23,259	$8.20M	0.0%	+4.2%	0.661%
7/24/2024	Unique Wealth Strategies LLC	100	$36K	0.0%	N/A	0.003%
7/19/2024	Gladius Capital Management LP	206	$73K	0.0%	+116.8%	0.006%
7/11/2024	Mountain Pacific Investment Advisers LLC	31,002	$10.93M	0.8%	+12.1%	0.886%
7/10/2024	CWM LLC	101	$36K	0.0%	+197.1%	0.003%
5/17/2024	Comerica Bank	201	$73K	0.0%	+673.1%	0.006%
5/16/2024	California State Teachers Retirement System	2,954	$1.07M	0.0%	-5.0%	0.084%
5/16/2024	Jacobs Levy Equity Management Inc.	1,776	$0.64M	0.0%	+198.5%	0.051%
5/16/2024	Kennedy Capital Management LLC	4,819	$1.74M	0.0%	-1.5%	0.138%
5/16/2024	Caxton Associates LP	986	$0.36M	0.0%	-37.6%	0.028%
5/15/2024	Public Employees Retirement System of Ohio	6,158	$2.23M	0.0%	-10.7%	0.176%
5/15/2024	Price T Rowe Associates Inc. MD	816	$0.30M	0.0%	+14.4%	0.023%
5/15/2024	BOKF NA	742	$0.27M	0.0%	N/A	0.021%
5/15/2024	Lazard Asset Management LLC	219	$79K	0.0%	-69.2%	0.006%
5/13/2024	Bessemer Group Inc.	48,215	$17.44M	0.0%	+7.9%	1.379%
5/11/2024	Cynosure Group LLC	1,830	$0.66M	0.1%	N/A	0.052%
5/10/2024	Vanguard Group Inc.	162,668	$58.84M	0.0%	+2.3%	4.652%
5/8/2024	William Blair Investment Management LLC	65,534	$23.70M	0.1%	-17.6%	1.874%
5/8/2024	Russell Investments Group Ltd.	5,294	$1.92M	0.0%	+9.7%	0.151%
5/7/2024	Clifford Capital Partners LLC	1,419	$0.51M	0.1%	+25.0%	0.041%
5/7/2024	Swiss National Bank	5,900	$2.13M	0.0%	+1.7%	0.169%
5/6/2024	Gallacher Capital Management LLC	1,176	$0.43M	0.2%	+45.7%	0.034%
5/6/2024	Mawer Investment Management Ltd.	183,331	$66.31M	0.3%	-33.7%	5.238%
5/3/2024	Schwarz Dygos Wheeler Investment Advisors LLC	2,600	$0.94M	0.3%	-3.3%	0.074%
5/1/2024	Capstone Investment Advisors LLC	683	$0.25M	0.0%	N/A	0.020%
5/1/2024	BNP Paribas Financial Markets	4,422	$1.60M	0.0%	-3.7%	0.126%
4/29/2024	Commonwealth Equity Services LLC	14,145	$5.12M	0.0%	+0.2%	0.404%
4/29/2024	Principal Financial Group Inc.	1,448	$0.52M	0.0%	+87.1%	0.041%
4/18/2024	Allspring Global Investments Holdings LLC	2,942	$1.06M	0.0%	+252.3%	0.084%
4/15/2024	DGS Capital Management LLC	3,769	$1.36M	0.4%	+13.6%	0.108%
4/11/2024	Mountain Pacific Investment Advisers Inc. ID	27,667	$10.01M	0.6%	+7.7%	0.790%
4/11/2024	Congress Asset Management Co. MA	5,764	$2.09M	0.0%	N/A	0.165%
3/14/2024	Ables Iannone Moore & Associates Inc.	70	$29K	0.0%	N/A	0.002%
2/26/2024	Virtu Financial LLC	1,164	$0.49M	0.0%	N/A	0.033%
2/13/2024	Annex Advisory Services LLC	1,190	$0.50M	0.0%	+21.4%	0.034%
2/13/2024	CWA Asset Management Group LLC	6,556	$2.74M	0.2%	-19.3%	0.188%
2/12/2024	Eagle Asset Management Inc.	20,948	$8.75M	0.0%	-16.4%	0.600%
2/9/2024	US Bancorp DE	2,300	$0.96M	0.0%	-14.8%	0.066%
2/9/2024	Trexquant Investment LP	1,799	$0.75M	0.0%	+49.2%	0.052%
2/8/2024	Robeco Institutional Asset Management B.V.	1,084	$0.45M	0.0%	-47.8%	0.031%
2/8/2024	Fiera Capital Corp	11,661	$4.87M	0.0%	-6.8%	0.334%
2/7/2024	Principal Financial Group Inc.	774	$0.32M	0.0%	+9.8%	0.022%
2/7/2024	Dimensional Fund Advisors LP	113,571	$47.42M	0.0%	-6.7%	3.254%
2/7/2024	Jump Financial LLC	3,046	$1.27M	0.0%	+83.1%	0.087%
2/7/2024	Seizert Capital Partners LLC	574	$0.24M	0.0%	-61.4%	0.016%
2/7/2024	BNP Paribas Financial Markets	4,590	$1.92M	0.0%	+182.8%	0.132%
2/7/2024	Teacher Retirement System of Texas	1,638	$0.68M	0.0%	-76.7%	0.047%
2/7/2024	Mawer Investment Management Ltd.	276,571	$115.48M	0.6%	-12.2%	7.925%
2/7/2024	Gladius Capital Management LP	69	$29K	0.0%	-30.3%	0.002%
2/6/2024	Charles Schwab Investment Management Inc.	22,345	$9.33M	0.0%	+1.1%	0.641%
2/6/2024	Gallacher Capital Management LLC	807	$0.34M	0.2%	N/A	0.023%
2/6/2024	AJOVista LLC	103	$43K	0.1%	N/A	0.003%
2/6/2024	Amalgamated Bank	249	$0.10M	0.0%	-10.4%	0.007%
2/6/2024	Swiss National Bank	5,800	$2.42M	0.0%	-10.8%	0.166%
2/5/2024	Victory Capital Management Inc.	1,274	$0.53M	0.0%	+31.1%	0.037%
2/5/2024	Anchor Capital Advisors LLC	3,101	$1.30M	0.0%	+14.4%	0.089%
2/5/2024	Russell Investments Group Ltd.	4,826	$2.02M	0.0%	+71.1%	0.138%
2/5/2024	Schwarz Dygos Wheeler Investment Advisors LLC	2,688	$1.12M	0.3%	-19.2%	0.077%
2/2/2024	Mountain Pacific Investment Advisers Inc. ID	25,685	$10.73M	0.7%	+23.0%	0.736%
2/2/2024	Bailard Inc.	571	$0.24M	0.0%	-14.9%	0.016%
2/1/2024	New York State Common Retirement Fund	15,276	$6.38M	0.0%	-1.0%	0.438%
1/31/2024	RIA Advisory Group LLC	1,481	$0.62M	0.2%	N/A	0.042%
1/30/2024	DGS Capital Management LLC	3,317	$1.39M	0.5%	+6.5%	0.095%
1/30/2024	Strs Ohio	1,500	$0.63M	0.0%	-21.1%	0.043%
1/29/2024	Triasima Portfolio Management inc.	8,963	$3.74M	0.3%	+69.8%	0.257%
1/25/2024	Allspring Global Investments Holdings LLC	835	$0.35M	0.0%	+111.9%	0.024%
1/18/2024	Ellsworth Advisors LLC	1,590	$0.66M	0.2%	-2.1%	0.046%
1/18/2024	Laurus Investment Counsel Inc.	11,620	$4.85M	2.3%	-16.8%	0.333%
1/16/2024	Legato Capital Management LLC	15,395	$6.43M	0.8%	-1.2%	0.441%
1/12/2024	SG Americas Securities LLC	337	$0.14M	0.0%	N/A	0.010%
12/19/2023	Public Employees Retirement System of Ohio	6,898	$2.57M	0.0%	+71.3%	0.198%
12/18/2023	Gladius Capital Management LP	99	$37K	0.0%	-49.2%	0.003%
12/18/2023	Vanguard Group Inc.	154,934	$57.81M	0.0%	+1.5%	4.439%
12/6/2023	Citigroup Inc.	340	$0.13M	0.0%	-83.0%	0.010%

Data available starting January 2016

Winmark Corporation, a resale company operates as a franchisor for small business in the United States and Canada. The company franchises retail stores concepts that buy, sell and trade merchandise. It also operates middle-market equipment leasing business. In addition, the company buys and sells used clothing and accessories geared toward the teenage and young adult market under Plato's Closet brand; and operates stores which buys and sells used and new children's clothing, toys, furniture, equipment, and accessories primarily to parents of children ages infant to 12 years under the Once Upon A Child brand. Further, it buys, sells, trades in, and used and new sporting goods, equipment, and accessories for various athletic activities including team sports, such as baseball/softball, hockey, football, lacrosse, and soccer, as well as fitness, ski/snowboard, golf, and others under the Play It Again Sports brand; and buys and sells used women's apparel, shoes, and accessories under the Style Encore brand. Additionally, the company buys, sells, trades in, and used and new musical instruments, speakers, amplifiers, music-related electronics, and related accessories under the Music Go Round brand. Winmark Corporation was incorporated in 1988 and is headquartered in Minneapolis, Minnesota.

Today's Range

Now: $349.77

$348.18

$357.35

50 Day Range

MA: $372.23

$345.18

$423.00

52 Week Range

Now: $349.77

$330.25

$451.30

Volume

17,901 shs

Average Volume

27,995 shs

Market Capitalization

$1.22 billion

P/E Ratio

31.94

Dividend Yield

1.00%

Beta

0.8

Who are the company insiders with the largest holdings of Winmark?: Winmark's top insider investors include:
Brett D Heffes (CEO)
Anthony D Ishaug (CFO)
Lawrence A Barbetta (Director)
Renae M Gaudette (COO)
Paul C Reyelts (Director)
Mark L Wilson (Director)
Jenele C Grassle (Director)
Mark L Wilson (Director)
Learn More about top insider investors at Winmark.
Who are the major institutional investors of Winmark?: Winmark's top institutional investors include:
Renaissance Technologies LLC — 5.15%
Mawer Investment Management Ltd. — 4.53%
AltraVue Capital LLC — 4.17%
Dimensional Fund Advisors LP — 3.10%
William Blair Investment Management LLC — 2.04%
Mountain Pacific Investment Advisers LLC — 0.89%
Learn More about top institutional investors of Winmark stock.
Which major investors are selling Winmark stock?: In the last quarter, WINA stock was sold by these institutional investors:
Mawer Investment Management Ltd.
Millennium Management LLC
Dimensional Fund Advisors LP
Fiera Capital Corp
Renaissance Technologies LLC
Allspring Global Investments Holdings LLC
Algert Global LLC
AQR Capital Management LLC
Within the previous year, company insiders that have sold Winmark company stock include:
Brett D Heffes (CEO)
Anthony D Ishaug (CFO)
Lawrence A Barbetta (Director)
Renae M Gaudette (COO)
Learn More investors selling Winmark stock.
Which major investors are buying Winmark stock?: In the previous quarter, WINA stock was bought by institutional investors including:
AltraVue Capital LLC
William Blair Investment Management LLC
Mountain Pacific Investment Advisers LLC
Liontrust Investment Partners LLP
Envestnet Asset Management Inc.
Marshall Wace LLP
Sei Investments Co.
Victory Capital Management Inc.