WINA Insider Trading

Insider Ownership Percentage: 10.60%
Insider Buying (Last 12 Months): $0.00
Insider Selling (Last 12 Months): $7,366,567.83

Winmark Insider Trading History Chart

This chart shows the insider buying and selling history at Winmark by year and by quarter.

Skip ChartChart Data in Insider Trading History Table

Winmark Share Price & Price History

Current Price: $389.04
Price Change: Price Decrease of -1.07 (-0.27%)
As of 11/5/2024 01:00 AM ET

This chart shows the closing price history over time for WINA up to the past year.

Skip Chart and Table DataPrice Data in Insider Trading History Table
Days: 30 | 90 | 365

Winmark Insider Trading History

Transaction DateInsider NameTitleBuy/SellNumber of SharesAverage Share PriceTotal TransactionShares Held After TransactionDetails
10/25/2024Renae M GaudetteCOOSell1,500$380.11$570,165.0015,060View SEC Filing Icon  
10/18/2024Anthony D. IshaugCFOSell2,400$382.59$918,216.0053,875View SEC Filing Icon  
7/31/2024Lawrence A. BarbettaDirectorSell2,412$395.30$953,463.604,522View SEC Filing Icon  
7/29/2024Lawrence A. BarbettaDirectorSell124$403.34$50,014.166,934View SEC Filing Icon  
7/26/2024Lawrence A. BarbettaDirectorSell583$405.09$236,167.477,058View SEC Filing Icon  
4/22/2024Anthony D. IshaugCFOSell4,000$386.51$1,546,040.0051,783View SEC Filing Icon  
4/18/2024Brett D. HeffesCEOSell8,290$373.04$3,092,501.60110,000View SEC Filing Icon  
10/23/2023Anthony D. IshaugCFOSell1,553$413.00$641,389.0050,012View SEC Filing Icon  
10/20/2023Anthony D. IshaugCFOSell2,447$415.35$1,016,361.4548,177View SEC Filing Icon  
10/19/2023Renae M GaudetteCOOSell665$401.33$266,884.4513,560View SEC Filing Icon  
6/7/2023Mark L. WilsonDirectorSell3,000$359.60$1,078,800.003,474View SEC Filing Icon  
5/8/2023Jenele C GrassleDirectorSell3,000$314.16$942,480.002,500View SEC Filing Icon  
4/26/2023Anthony D. IshaugCFOSell3,500$338.89$1,186,115.0045,148View SEC Filing Icon  
4/26/2023Brett D. HeffesCEOSell6,527$338.18$2,207,300.86108,500View SEC Filing Icon  
4/21/2023Mark L. WilsonDirectorSell2,486$343.88$854,885.68View SEC Filing Icon  
3/27/2023Lawrence A. BarbettaDirectorSell5,242$306.83$1,608,402.8612,641View SEC Filing Icon  
3/24/2023Lawrence A. BarbettaDirectorSell5,000$305.51$1,527,550.0017,883View SEC Filing Icon  
3/22/2023Lawrence A. BarbettaDirectorSell1,218$305.30$371,855.4023,423View SEC Filing Icon  
3/16/2023Paul C ReyeltsDirectorSell1,446$295.00$426,570.003,887View SEC Filing Icon  
3/8/2023Paul C ReyeltsDirectorSell500$295.00$147,500.002,673View SEC Filing Icon  
3/6/2023Paul C ReyeltsDirectorSell275$295.00$81,125.003,173View SEC Filing Icon  
10/18/2022Anthony D. IshaugCFOSell2,504$233.98$585,885.9240,224View SEC Filing Icon  
8/18/2022Jenele C GrassleDirectorSell2,000$234.76$469,520.002,500View SEC Filing Icon  
4/14/2022Percy C Tomlinson JrDirectorBuy100$224.81$22,481.00200View SEC Filing Icon  
3/14/2022Leah A. GoffVPSell1,561$225.26$351,630.86View SEC Filing Icon  
3/11/2022Leah A. GoffVPSell15$227.00$3,405.00View SEC Filing Icon  
3/8/2022Percy C Tomlinson JrDirectorBuy100$225.00$22,500.00View SEC Filing Icon  
12/6/2021Lawrence A. BarbettaDirectorSell300$261.00$78,300.00View SEC Filing Icon  
11/29/2021Lawrence A. BarbettaDirectorSell4,200$271.15$1,138,830.00View SEC Filing Icon  
11/22/2021Lawrence A. BarbettaDirectorSell400$270.18$108,072.00View SEC Filing Icon  
11/18/2021Lawrence A. BarbettaDirectorSell4,500$271.88$1,223,460.00View SEC Filing Icon  
11/15/2021Lawrence A. BarbettaDirectorSell1,504$273.24$410,952.96View SEC Filing Icon  
11/8/2021Mark L. WilsonDirectorSell3,762$258.90$973,981.80View SEC Filing Icon  
See Full Table

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

This chart shows the instiutional buying and selling at WINA by year and by quarter.

Skip Institutional Buying and Selling Chart and Table DataRead Chart Data in Institutional Trading History Table

Winmark Institutional Trading History

Reporting DateHedge FundShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/5/2024Victory Capital Management Inc.4,338$1.66M0.0%+16.4%0.123%Search for SEC Filing on Google Icon
11/1/2024CWA Asset Management Group LLC13,324$5.10M0.3%N/A0.379%Search for SEC Filing on Google Icon
11/1/2024Fiera Capital Corp8,881$3.40M0.0%-29.4%0.252%Search for SEC Filing on Google Icon
10/28/2024Congress Asset Management Co.9,133$3.50M0.0%-1.3%0.261%Search for SEC Filing on Google Icon
10/24/2024Cavalier Investments LLC1,694$0.65M0.2%+4.2%0.048%Search for SEC Filing on Google Icon
10/21/2024Copeland Capital Management LLC63,630$24.37M0.4%+0.3%1.820%Search for SEC Filing on Google Icon
10/17/2024Laurus Investment Counsel Inc.10,490$4.02M2.1%-9.7%0.300%Search for SEC Filing on Google Icon
10/16/2024nVerses Capital LLC200$77K0.0%N/A0.006%Search for SEC Filing on Google Icon
10/10/2024Exchange Traded Concepts LLC795$0.30M0.0%N/A0.023%Search for SEC Filing on Google Icon
10/9/2024Mountain Pacific Investment Advisers LLC31,049$11.89M0.8%+0.2%0.888%Search for SEC Filing on Google Icon
10/8/2024CWM LLC213$82K0.0%+110.9%0.006%Search for SEC Filing on Google Icon
9/23/2024Centaurus Financial Inc.346$0.12M0.0%N/A0.010%Search for SEC Filing on Google Icon
9/20/2024Clifford Capital Partners LLC1,892$0.67M0.1%+33.3%0.054%Search for SEC Filing on Google Icon
8/16/2024Creative Planning3,351$1.18M0.0%+4.7%0.096%Search for SEC Filing on Google Icon
8/16/2024Algert Global LLC11,767$4.15M0.1%-7.5%0.336%Search for SEC Filing on Google Icon
8/15/2024The Manufacturers Life Insurance Company1,552$0.55M0.0%+9.8%0.044%Search for SEC Filing on Google Icon
8/15/2024Millennium Management LLC13,986$4.93M0.0%-43.6%0.400%Search for SEC Filing on Google Icon
8/15/2024Dark Forest Capital Management LP921$0.33M0.1%-29.4%0.026%Search for SEC Filing on Google Icon
8/15/2024AQR Capital Management LLC7,540$2.66M0.0%-9.0%0.216%Search for SEC Filing on Google Icon
8/14/2024Marshall Wace LLP2,154$0.76M0.0%N/A0.062%Search for SEC Filing on Google Icon
8/13/2024Sei Investments Co.1,434$0.51M0.0%N/A0.041%Search for SEC Filing on Google Icon
8/12/2024AltraVue Capital LLC145,914$51.45M5.1%+95.2%4.173%Search for SEC Filing on Google Icon
8/9/2024Renaissance Technologies LLC180,077$63.50M0.1%-2.2%5.149%Search for SEC Filing on Google Icon
8/9/2024Dimensional Fund Advisors LP108,329$38.20M0.0%-6.9%3.098%Search for SEC Filing on Google Icon
8/8/2024Envestnet Asset Management Inc.11,373$4.01M0.0%+30.4%0.325%Search for SEC Filing on Google Icon
8/8/2024William Blair Investment Management LLC71,426$25.19M0.1%+9.0%2.042%Search for SEC Filing on Google Icon
8/8/2024BOKF NA1,498$0.53M0.0%+101.9%0.043%Search for SEC Filing on Google Icon
8/7/2024Mawer Investment Management Ltd.158,273$55.81M0.3%-13.7%4.526%Search for SEC Filing on Google Icon
8/6/2024Quest Partners LLC478$0.17M0.0%N/A0.014%Search for SEC Filing on Google Icon
8/6/2024Anchor Capital Advisors LLC3,410$1.20M0.0%+9.5%0.098%Search for SEC Filing on Google Icon
8/5/2024Victory Capital Management Inc.3,726$1.31M0.0%+55.8%0.106%Search for SEC Filing on Google Icon
8/1/2024Fiera Capital Corp12,571$4.43M0.0%-27.1%0.359%Search for SEC Filing on Google Icon
8/1/2024Rhumbline Advisers7,546$2.66M0.0%-2.4%0.216%Search for SEC Filing on Google Icon
7/31/2024Commonwealth Equity Services LLC14,186$5M0.0%+0.3%0.403%Search for SEC Filing on Google Icon
7/29/2024Crossmark Global Holdings Inc.809$0.29M0.0%+15.1%0.023%Search for SEC Filing on Google Icon
7/29/2024Principal Financial Group Inc.1,558$0.55M0.0%+7.6%0.044%Search for SEC Filing on Google Icon
7/29/2024TrueMark Investments LLC1,060$0.37M0.1%N/A0.030%Search for SEC Filing on Google Icon
7/26/2024Allspring Global Investments Holdings LLC682$0.24M0.0%-76.8%0.019%Search for SEC Filing on Google Icon
7/26/2024Liontrust Investment Partners LLP11,043$3.89M0.1%+35.4%0.314%Search for SEC Filing on Google Icon
7/26/2024Bank of New York Mellon Corp23,259$8.20M0.0%+4.2%0.661%Search for SEC Filing on Google Icon
7/24/2024Unique Wealth Strategies LLC100$36K0.0%N/A0.003%Search for SEC Filing on Google Icon
7/19/2024Gladius Capital Management LP206$73K0.0%+116.8%0.006%Search for SEC Filing on Google Icon
7/11/2024Mountain Pacific Investment Advisers LLC31,002$10.93M0.8%+12.1%0.886%Search for SEC Filing on Google Icon
7/10/2024CWM LLC101$36K0.0%+197.1%0.003%Search for SEC Filing on Google Icon
5/17/2024Comerica Bank201$73K0.0%+673.1%0.006%Search for SEC Filing on Google Icon
5/16/2024California State Teachers Retirement System2,954$1.07M0.0%-5.0%0.084%Search for SEC Filing on Google Icon
5/16/2024Jacobs Levy Equity Management Inc.1,776$0.64M0.0%+198.5%0.051%Search for SEC Filing on Google Icon
5/16/2024Kennedy Capital Management LLC4,819$1.74M0.0%-1.5%0.138%Search for SEC Filing on Google Icon
5/16/2024Caxton Associates LP986$0.36M0.0%-37.6%0.028%Search for SEC Filing on Google Icon
5/15/2024Public Employees Retirement System of Ohio6,158$2.23M0.0%-10.7%0.176%Search for SEC Filing on Google Icon
5/15/2024Price T Rowe Associates Inc. MD816$0.30M0.0%+14.4%0.023%Search for SEC Filing on Google Icon
5/15/2024BOKF NA742$0.27M0.0%N/A0.021%Search for SEC Filing on Google Icon
5/15/2024Lazard Asset Management LLC219$79K0.0%-69.2%0.006%Search for SEC Filing on Google Icon
5/13/2024Bessemer Group Inc.48,215$17.44M0.0%+7.9%1.379%Search for SEC Filing on Google Icon
5/11/2024Cynosure Group LLC1,830$0.66M0.1%N/A0.052%Search for SEC Filing on Google Icon
5/10/2024Vanguard Group Inc.162,668$58.84M0.0%+2.3%4.652%Search for SEC Filing on Google Icon
5/8/2024William Blair Investment Management LLC65,534$23.70M0.1%-17.6%1.874%Search for SEC Filing on Google Icon
5/8/2024Russell Investments Group Ltd.5,294$1.92M0.0%+9.7%0.151%Search for SEC Filing on Google Icon
5/7/2024Clifford Capital Partners LLC1,419$0.51M0.1%+25.0%0.041%Search for SEC Filing on Google Icon
5/7/2024Swiss National Bank5,900$2.13M0.0%+1.7%0.169%Search for SEC Filing on Google Icon
5/6/2024Gallacher Capital Management LLC1,176$0.43M0.2%+45.7%0.034%Search for SEC Filing on Google Icon
5/6/2024Mawer Investment Management Ltd.183,331$66.31M0.3%-33.7%5.238%Search for SEC Filing on Google Icon
5/3/2024Schwarz Dygos Wheeler Investment Advisors LLC2,600$0.94M0.3%-3.3%0.074%Search for SEC Filing on Google Icon
5/1/2024Capstone Investment Advisors LLC683$0.25M0.0%N/A0.020%Search for SEC Filing on Google Icon
5/1/2024BNP Paribas Financial Markets4,422$1.60M0.0%-3.7%0.126%Search for SEC Filing on Google Icon
4/29/2024Commonwealth Equity Services LLC14,145$5.12M0.0%+0.2%0.404%Search for SEC Filing on Google Icon
4/29/2024Principal Financial Group Inc.1,448$0.52M0.0%+87.1%0.041%Search for SEC Filing on Google Icon
4/18/2024Allspring Global Investments Holdings LLC2,942$1.06M0.0%+252.3%0.084%Search for SEC Filing on Google Icon
4/15/2024DGS Capital Management LLC3,769$1.36M0.4%+13.6%0.108%Search for SEC Filing on Google Icon
4/11/2024Mountain Pacific Investment Advisers Inc. ID27,667$10.01M0.6%+7.7%0.790%Search for SEC Filing on Google Icon
4/11/2024Congress Asset Management Co. MA5,764$2.09M0.0%N/A0.165%Search for SEC Filing on Google Icon
3/14/2024Ables Iannone Moore & Associates Inc.70$29K0.0%N/A0.002%Search for SEC Filing on Google Icon
2/26/2024Virtu Financial LLC1,164$0.49M0.0%N/A0.033%Search for SEC Filing on Google Icon
2/13/2024Annex Advisory Services LLC1,190$0.50M0.0%+21.4%0.034%Search for SEC Filing on Google Icon
2/13/2024CWA Asset Management Group LLC6,556$2.74M0.2%-19.3%0.188%Search for SEC Filing on Google Icon
2/12/2024Eagle Asset Management Inc.20,948$8.75M0.0%-16.4%0.600%Search for SEC Filing on Google Icon
2/9/2024US Bancorp DE2,300$0.96M0.0%-14.8%0.066%Search for SEC Filing on Google Icon
2/9/2024Trexquant Investment LP1,799$0.75M0.0%+49.2%0.052%Search for SEC Filing on Google Icon
2/8/2024Robeco Institutional Asset Management B.V.1,084$0.45M0.0%-47.8%0.031%Search for SEC Filing on Google Icon
2/8/2024Fiera Capital Corp11,661$4.87M0.0%-6.8%0.334%Search for SEC Filing on Google Icon
2/7/2024Principal Financial Group Inc.774$0.32M0.0%+9.8%0.022%Search for SEC Filing on Google Icon
2/7/2024Dimensional Fund Advisors LP113,571$47.42M0.0%-6.7%3.254%Search for SEC Filing on Google Icon
2/7/2024Jump Financial LLC3,046$1.27M0.0%+83.1%0.087%Search for SEC Filing on Google Icon
2/7/2024Seizert Capital Partners LLC574$0.24M0.0%-61.4%0.016%Search for SEC Filing on Google Icon
2/7/2024BNP Paribas Financial Markets4,590$1.92M0.0%+182.8%0.132%Search for SEC Filing on Google Icon
2/7/2024Teacher Retirement System of Texas1,638$0.68M0.0%-76.7%0.047%Search for SEC Filing on Google Icon
2/7/2024Mawer Investment Management Ltd.276,571$115.48M0.6%-12.2%7.925%Search for SEC Filing on Google Icon
2/7/2024Gladius Capital Management LP69$29K0.0%-30.3%0.002%Search for SEC Filing on Google Icon
2/6/2024Charles Schwab Investment Management Inc.22,345$9.33M0.0%+1.1%0.641%Search for SEC Filing on Google Icon
2/6/2024Gallacher Capital Management LLC807$0.34M0.2%N/A0.023%Search for SEC Filing on Google Icon
2/6/2024AJOVista LLC103$43K0.1%N/A0.003%Search for SEC Filing on Google Icon
2/6/2024Amalgamated Bank249$0.10M0.0%-10.4%0.007%Search for SEC Filing on Google Icon
2/6/2024Swiss National Bank5,800$2.42M0.0%-10.8%0.166%Search for SEC Filing on Google Icon
2/5/2024Victory Capital Management Inc.1,274$0.53M0.0%+31.1%0.037%Search for SEC Filing on Google Icon
2/5/2024Anchor Capital Advisors LLC3,101$1.30M0.0%+14.4%0.089%Search for SEC Filing on Google Icon
2/5/2024Russell Investments Group Ltd.4,826$2.02M0.0%+71.1%0.138%Search for SEC Filing on Google Icon
2/5/2024Schwarz Dygos Wheeler Investment Advisors LLC2,688$1.12M0.3%-19.2%0.077%Search for SEC Filing on Google Icon
2/2/2024Mountain Pacific Investment Advisers Inc. ID25,685$10.73M0.7%+23.0%0.736%Search for SEC Filing on Google Icon
2/2/2024Bailard Inc.571$0.24M0.0%-14.9%0.016%Search for SEC Filing on Google Icon
2/1/2024New York State Common Retirement Fund15,276$6.38M0.0%-1.0%0.438%Search for SEC Filing on Google Icon
Data available starting January 2016

See Full Table
Winmark logo
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.
Read More on Winmark

Today's Range

Now: $389.04
Low: $389.04
High: $396.37

50 Day Range

MA: $369.44
Low: $345.79
High: $390.11

52 Week Range

Now: $389.04
Low: $330.25
High: $451.30

Volume

21,420 shs

Average Volume

26,774 shs

Market Capitalization

$1.37 billion

P/E Ratio

35.59

Dividend Yield

0.94%

Beta

0.8

Who are the company insiders with the largest holdings of Winmark?

Winmark's top insider investors include:
  1. Brett D Heffes (CEO)
  2. Anthony D Ishaug (CFO)
  3. Lawrence A Barbetta (Director)
  4. Renae M Gaudette (COO)
  5. Paul C Reyelts (Director)
  6. Mark L Wilson (Director)
  7. Jenele C Grassle (Director)
  8. 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:
  1. Copeland Capital Management LLC — 1.82%
  2. Mountain Pacific Investment Advisers LLC — 0.89%
  3. CWA Asset Management Group LLC — 0.38%
  4. Laurus Investment Counsel Inc. — 0.30%
  5. Congress Asset Management Co. — 0.26%
  6. Fiera Capital Corp — 0.25%
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:
  1. Fiera Capital Corp
  2. Laurus Investment Counsel Inc.
  3. Congress Asset Management Co.
Within the previous year, company insiders that have sold Winmark company stock include:
  1. Brett D Heffes (CEO)
  2. Anthony D Ishaug (CFO)
  3. Lawrence A Barbetta (Director)
  4. 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:
  1. CWA Asset Management Group LLC
  2. Exchange Traded Concepts LLC
  3. Victory Capital Management Inc.
  4. nVerses Capital LLC
  5. Copeland Capital Management LLC
  6. CWM LLC
  7. Cavalier Investments LLC
  8. Mountain Pacific Investment Advisers LLC