WINA Insider Trading

Insider Ownership Percentage: 10.60%
Insider Buying (Last 12 Months): $0.00
Insider Selling (Last 12 Months): $8,584,456.50

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: $364.30
Price Change: Price Increase of +3.73 (1.03%)
As of 05/3/2024 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
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  
11/2/2021Leah A. GoffVPSell2,250$236.76$532,710.00View SEC Filing Icon  
10/28/2021Brett D. HeffesCEOSell4,914$225.01$1,105,699.14View SEC Filing Icon  
10/25/2021Brett D. HeffesCEOSell3,518$218.00$766,924.00View SEC Filing Icon  
10/21/2021Brett D. HeffesCEOSell5,211$218.66$1,139,437.26View SEC Filing Icon  
10/18/2021Anthony D. IshaugCFOSell4,302$218.17$938,567.34View SEC Filing Icon  
10/15/2021Anthony D. IshaugCFOSell2,651$221.07$586,056.57View SEC Filing Icon  
6/8/2021Leah A. GoffVPSell2,624$200.00$524,800.009,570View SEC Filing Icon  
5/6/2021Ronald G. OlsonMajor ShareholderSell4,000$196.50$786,000.00View 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
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
1/31/2024RIA Advisory Group LLC1,481$0.62M0.2%N/A0.042%Search for SEC Filing on Google Icon
1/30/2024DGS Capital Management LLC3,317$1.39M0.5%+6.5%0.095%Search for SEC Filing on Google Icon
1/30/2024Strs Ohio1,500$0.63M0.0%-21.1%0.043%Search for SEC Filing on Google Icon
1/29/2024Triasima Portfolio Management inc.8,963$3.74M0.3%+69.8%0.257%Search for SEC Filing on Google Icon
1/25/2024Allspring Global Investments Holdings LLC835$0.35M0.0%+111.9%0.024%Search for SEC Filing on Google Icon
1/18/2024Ellsworth Advisors LLC1,590$0.66M0.2%-2.1%0.046%Search for SEC Filing on Google Icon
1/18/2024Laurus Investment Counsel Inc.11,620$4.85M2.3%-16.8%0.333%Search for SEC Filing on Google Icon
1/16/2024Legato Capital Management LLC15,395$6.43M0.8%-1.2%0.441%Search for SEC Filing on Google Icon
1/12/2024SG Americas Securities LLC337$0.14M0.0%N/A0.010%Search for SEC Filing on Google Icon
12/19/2023Public Employees Retirement System of Ohio6,898$2.57M0.0%+71.3%0.198%Search for SEC Filing on Google Icon
12/18/2023Gladius Capital Management LP99$37K0.0%-49.2%0.003%Search for SEC Filing on Google Icon
12/18/2023Vanguard Group Inc.154,934$57.81M0.0%+1.5%4.439%Search for SEC Filing on Google Icon
12/6/2023Citigroup Inc.340$0.13M0.0%-83.0%0.010%Search for SEC Filing on Google Icon
11/15/2023GSA Capital Partners LLP2,980$1.11M0.1%N/A0.085%Search for SEC Filing on Google Icon
11/14/2023CWA Asset Management Group LLC8,122$3.03M0.2%N/A0.233%Search for SEC Filing on Google Icon
11/14/2023Qube Research & Technologies Ltd11,186$4.17M0.0%-8.3%0.321%Search for SEC Filing on Google Icon
11/14/2023Trexquant Investment LP1,206$0.45M0.0%N/A0.035%Search for SEC Filing on Google Icon
11/13/2023Eagle Asset Management Inc.25,043$9.34M0.1%+0.9%0.718%Search for SEC Filing on Google Icon
11/13/2023Algert Global LLC3,358$1.25M0.1%+0.7%0.096%Search for SEC Filing on Google Icon
11/13/2023Dark Forest Capital Management LP1,426$0.53M0.0%+26.1%0.041%Search for SEC Filing on Google Icon
11/13/2023Brandywine Global Investment Management LLC6,100$2.28M0.0%+1.7%0.175%Search for SEC Filing on Google Icon
11/13/2023Hsbc Holdings PLC662$0.25M0.0%-26.4%0.019%Search for SEC Filing on Google Icon
11/13/2023Clifford Capital Partners LLC1,731$0.65M0.2%-42.8%0.050%Search for SEC Filing on Google Icon
11/13/2023Grantham Mayo Van Otterloo & Co. LLC8,734$3.26M0.0%+20.2%0.250%Search for SEC Filing on Google Icon
11/13/2023Kestra Advisory Services LLC6,128$2.29M0.0%+527.2%0.176%Search for SEC Filing on Google Icon
11/9/2023Anchor Capital Advisors LLC2,710$1.01M0.0%-11.6%0.078%Search for SEC Filing on Google Icon
11/9/2023William Blair Investment Management LLC76,897$28.69M0.1%-23.5%2.203%Search for SEC Filing on Google Icon
11/9/2023Rhumbline Advisers9,912$3.70M0.0%+15.3%0.284%Search for SEC Filing on Google Icon
11/9/2023Fiera Capital Corp12,511$4.67M0.0%+8.7%0.358%Search for SEC Filing on Google Icon
11/9/2023Deutsche Bank AG1,252$0.47M0.0%+16.4%0.036%Search for SEC Filing on Google Icon
11/9/2023Skandinaviska Enskilda Banken AB publ10,200$3.81M0.0%+15.9%0.292%Search for SEC Filing on Google Icon
11/9/2023Liontrust Investment Partners LLP2,630$0.98M0.0%N/A0.075%Search for SEC Filing on Google Icon
11/8/2023Huntington National Bank170$63K0.0%+24.1%0.005%Search for SEC Filing on Google Icon
11/8/2023Charles Schwab Investment Management Inc.22,107$8.25M0.0%+5.0%0.633%Search for SEC Filing on Google Icon
11/8/2023Swiss National Bank6,500$2.43M0.0%+1.6%0.186%Search for SEC Filing on Google Icon
11/7/2023Quantbot Technologies LP1,146$0.43M0.0%N/A0.033%Search for SEC Filing on Google Icon
11/7/2023New York State Common Retirement Fund15,438$5.76M0.0%+1.8%0.442%Search for SEC Filing on Google Icon
11/7/2023Barclays PLC2,534$0.95M0.0%-2.0%0.073%Search for SEC Filing on Google Icon
11/7/2023Jump Financial LLC1,664$0.62M0.0%-12.5%0.048%Search for SEC Filing on Google Icon
11/6/2023Seizert Capital Partners LLC1,488$0.56M0.0%-10.9%0.043%Search for SEC Filing on Google Icon
11/6/2023Mawer Investment Management Ltd.314,829$117.47M0.6%-3.6%9.021%Search for SEC Filing on Google Icon
11/6/2023Victory Capital Management Inc.972$0.36M0.0%N/A0.028%Search for SEC Filing on Google Icon
11/2/2023Principal Financial Group Inc.705$0.26M0.0%N/A0.020%Search for SEC Filing on Google Icon
11/1/2023Annex Advisory Services LLC980$0.37M0.0%+20.7%0.028%Search for SEC Filing on Google Icon
10/31/2023Teacher Retirement System of Texas7,033$2.62M0.0%-7.1%0.202%Search for SEC Filing on Google Icon
10/31/2023James Investment Research Inc.1,935$0.72M0.1%-16.7%0.055%Search for SEC Filing on Google Icon
10/27/2023Allspring Global Investments Holdings LLC394$0.15M0.0%-96.2%0.011%Search for SEC Filing on Google Icon
10/26/2023Strs Ohio1,900$0.71M0.0%-9.5%0.054%Search for SEC Filing on Google Icon
10/24/2023Bailard Inc.671$0.25M0.0%-16.1%0.019%Search for SEC Filing on Google Icon
10/24/2023Bank of New York Mellon Corp24,921$9.30M0.0%-1.4%0.714%Search for SEC Filing on Google Icon
10/24/2023Robeco Institutional Asset Management B.V.2,076$0.78M0.0%+8.9%0.059%Search for SEC Filing on Google Icon
10/23/2023Commonwealth Equity Services LLC13,293$4.96M0.0%+0.2%0.381%Search for SEC Filing on Google Icon
10/23/2023Cavalier Investments LLC1,514$0.57M0.2%+2.4%0.043%Search for SEC Filing on Google Icon
10/20/2023Mountain Pacific Investment Advisers Inc. ID20,878$7.79M0.5%+3.8%0.598%Search for SEC Filing on Google Icon
10/16/2023Summit Global Investments1,390$0.52M0.0%-66.9%0.040%Search for SEC Filing on Google Icon
10/12/2023Legato Capital Management LLC15,575$5.81M0.8%-2.3%0.446%Search for SEC Filing on Google Icon
10/10/2023Gladius Capital Management LP99$37K0.0%-49.2%0.003%Search for SEC Filing on Google Icon
9/21/2023Barclays PLC2,585$0.86M0.0%-25.1%0.074%Search for SEC Filing on Google Icon
8/24/2023Alberta Investment Management Corp777$0.26M0.0%N/A0.022%Search for SEC Filing on Google Icon
8/23/2023Stonebridge Capital Advisors LLC7,682$2.55M0.3%-16.3%0.220%Search for SEC Filing on Google Icon
8/18/2023Legato Capital Management LLC15,939$5.30M0.7%+1,897.4%0.457%Search for SEC Filing on Google Icon
8/15/2023Port Capital LLC114,164$37.96M2.3%-16.0%3.271%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: $364.30
Low: $362.46
High: $365.63

50 Day Range

MA: $357.11
Low: $335.59
High: $383.69

52 Week Range

Now: $364.30
Low: $308.92
High: $451.30

Volume

8,713 shs

Average Volume

27,596 shs

Market Capitalization

$1.27 billion

P/E Ratio

33.27

Dividend Yield

0.89%

Beta

0.85

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. Mountain Pacific Investment Advisers Inc. ID — 0.79%
  2. Commonwealth Equity Services LLC — 0.40%
  3. Congress Asset Management Co. MA — 0.16%
  4. BNP Paribas Financial Markets — 0.13%
  5. DGS Capital Management LLC — 0.11%
  6. Allspring Global Investments Holdings LLC — 0.08%
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. BNP Paribas Financial Markets
  2. Schwarz Dygos Wheeler Investment Advisors LLC
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)
  5. Paul C Reyelts (Director)
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. Congress Asset Management Co. MA
  2. Allspring Global Investments Holdings LLC
  3. Mountain Pacific Investment Advisers Inc. ID
  4. Capstone Investment Advisors LLC
  5. Principal Financial Group Inc.
  6. DGS Capital Management LLC
  7. Commonwealth Equity Services LLC