Stock Transactions — WINMARK CORP

Total Bought
202,243
83 transactions
Total Sold
194,733
74 transactions
Net
+7,510
shares
Filing Period:Transaction:
FundPrevious Shares
Current Shares
▲▼
Change in Shares
▲▼
Previous Portfolio Weightage (%)
Current Portfolio Weightage (%)
▲▼
Change in Weight (%)
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Type
Copeland Capital Management, LLC5531,626+31,5710.000.21+0.21buy
Neuberger Berman Group LLC308,394333,736+25,3420.110.10-0.01buy
GOLDMAN SACHS GROUP INC16,88635,143+18,2570.000.00+0.00buy
MILLENNIUM MANAGEMENT LLC7,05324,816+17,7630.000.01+0.00buy
Liontrust Investment Partners LLP08,155+8,1550.000.04+0.04buy
Vestcor Inc11,13419,188+8,0540.160.24+0.08buy
RENAISSANCE TECHNOLOGIES LLC177,231184,199+6,9680.110.10-0.01buy
ENVESTNET ASSET MANAGEMENT INC2,4868,720+6,2340.000.00+0.00buy
CONGRESS ASSET MANAGEMENT CO05,764+5,7640.000.01+0.01buy
CITADEL ADVISORS LLC6,35912,047+5,6880.000.00+0.00buy
Fiera Capital Corp11,66117,241+5,5800.010.02+0.00buy
ABN AMRO INVESTMENT SOLUTIONS05,306+5,3060.000.03+0.03buy
NORTHERN TRUST CORP40,76145,126+4,3650.000.00-0.00buy
D. E. Shaw & Co., Inc.4,5508,440+3,8900.000.00+0.00buy
Qube Research & Technologies Ltd14,77618,445+3,6690.010.01-0.00buy
VANGUARD GROUP INC159,074162,668+3,5940.000.00-0.00buy
BESSEMER GROUP INC44,70348,215+3,5120.040.03-0.00buy
DIMENSIONAL FUND ADVISORS LP113,571116,337+2,7660.010.01-0.00buy
STATE STREET CORP76,39379,090+2,6970.000.00-0.00buy
Trexquant Investment LP1,7994,363+2,5640.020.03+0.01buy
STIFEL FINANCIAL CORP02,515+2,5150.000.00+0.00buy
Allspring Global Investments Holdings, LLC8352,942+2,1070.000.00+0.00buy
GEODE CAPITAL MANAGEMENT, LLC62,56364,646+2,0830.000.00-0.00buy
MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC25,68527,667+1,9820.660.56-0.10buy
Cynosure Group, LLC01,830+1,8300.000.12+0.12buy
ROYAL BANK OF CANADA4,6916,482+1,7910.000.00+0.00buy
ALGERT GLOBAL LLC11,22812,718+1,4900.190.18-0.01buy
Port Capital LLC110,316111,751+1,4352.572.03-0.54buy
Semanteon Capital Management, LP01,423+1,4230.000.33+0.33buy
JACOBS LEVY EQUITY MANAGEMENT, INC5951,776+1,1810.000.00+0.00buy
VICTORY CAPITAL MANAGEMENT INC1,2742,392+1,1180.000.00+0.00buy
Gotham Asset Management, LLC7021,702+1,0000.010.01+0.00buy
JPMORGAN CHASE & CO6,9937,974+9810.000.00-0.00buy
BOKF, NA0742+7420.000.00+0.00buy
Atom Investors LP0716+7160.000.03+0.03buy
CAPSTONE INVESTMENT ADVISORS, LLC0683+6830.000.00+0.00buy
PRINCIPAL FINANCIAL GROUP INC7741,448+6740.000.00+0.00buy
Legal & General Group Plc2,7803,429+6490.000.00-0.00buy
Cresset Asset Management, LLC0573+5730.000.00+0.00buy
SHERBROOKE PARK ADVISERS LLC0567+5670.000.04+0.04buy
AQR CAPITAL MANAGEMENT LLC7,7408,287+5470.010.01-0.00buy
CHARLES SCHWAB INVESTMENT MANAGEMENT INC22,34522,878+5330.000.00-0.00buy
Russell Investments Group, Ltd.4,8265,294+4680.000.00-0.00buy
First Command Advisory Services, Inc.0389+3890.000.00+0.00buy
Gallacher Capital Management LLC8071,176+3690.190.22+0.03buy
AVIVA PLC1,4201,772+3520.000.00-0.00buy
CLIFFORD CAPITAL PARTNERS LLC1,1351,419+2840.120.13+0.01buy
Point72 Asia (Singapore) Pte. Ltd.0220+2200.000.02+0.02buy
Verition Fund Management LLC503715+2120.000.00+0.00buy
CITIGROUP INC8161,020+2040.000.00-0.00buy
BAILARD, INC.571771+2000.010.01+0.00buy
COMERICA BANK26201+1750.000.00+0.00buy
Engineers Gate Manager LP1,0251,138+1130.010.01-0.00buy
PRICE T ROWE ASSOCIATES INC /MD/713816+1030.000.00-0.00buy
Swiss National Bank5,8005,900+1000.000.00-0.00buy
State of Wyoming089+890.000.01+0.01buy
Steward Partners Investment Advisory, LLC1072+620.000.00+0.00buy
Cavalier Investments, LLC1,5381,594+560.240.21-0.03buy
HSBC HOLDINGS PLC605659+540.000.00-0.00buy
First Horizon Advisors, Inc.2874+460.000.00+0.00buy
DEUTSCHE BANK AG\1,2201,255+350.000.00-0.00buy
SUSQUEHANNA INTERNATIONAL GROUP, LLP4,3634,397+340.000.00-0.00buy
CWM, LLC034+340.000.00+0.00buy
HUNTINGTON NATIONAL BANK170203+330.000.00-0.00buy
CONCOURSE FINANCIAL GROUP SECURITIES, INC.033+330.000.00+0.00buy
Kestra Advisory Services, LLC5,7885,820+320.020.01-0.01buy
Arax Advisory Partners029+290.000.00+0.00buy
COMMONWEALTH EQUITY SERVICES, LLC14,11714,145+280.010.01-0.00buy
Gladius Capital Management LP6995+260.020.03+0.02buy
Crossmark Global Holdings, Inc.682703+210.010.00-0.00buy
CBIZ Investment Advisory Services, LLC020+200.000.00+0.00buy
US BANCORP \DE\2,3002,315+150.000.00-0.00buy
ANCHOR CAPITAL ADVISORS LLC3,1013,115+140.030.03-0.00buy
PRINCIPAL SECURITIES, INC.310+70.000.00+0.00buy
LPL Financial LLC1,0191,025+60.000.00-0.00buy
Ancora Advisors LLC05+50.000.00+0.00buy
Quarry LP05+50.000.00+0.00buy
CIBC Private Wealth Group LLC03+30.000.00+0.00buy
Private Wealth Management Group, LLC03+30.000.00+0.00buy
NISA INVESTMENT ADVISORS, LLC5254+20.000.00-0.00buy
HARBOR INVESTMENT ADVISORY, LLC01+10.000.00+0.00buy
Avior Wealth Management, LLC01+10.000.00+0.00buy
TFC Financial Management, Inc.01+10.000.00+0.00buy
CANADA LIFE ASSURANCE Co28728700.000.00-0.00hold
Ameritas Investment Partners, Inc.28428400.000.00-0.00hold
CANNELL CAPITAL LLC2,2002,20000.210.18-0.03hold
ALLIANCEBERNSTEIN L.P.3,0003,00000.000.00-0.00hold
WHITE PINE CAPITAL LLC1,8731,87300.300.26-0.05hold
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP20,44620,44600.010.01-0.00hold
JUPITER ASSET MANAGEMENT LTD86686600.000.00-0.00hold
JANUS HENDERSON GROUP PLC1,3021,30200.000.00-0.00hold
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC1,5961,59600.190.190.00hold
Marquette Asset Management, LLC62462400.050.04-0.01hold
SIGNATUREFD, LLC464600.000.00-0.00hold
Mitsubishi UFJ Asset Management Co., Ltd.8800.000.00-0.00hold
Allworth Financial LP7700.000.00-0.00hold
Murphy Pohlad Asset Management LLC1,0001,00000.170.14-0.03hold
State of Tennessee, Department of Treasury38038000.000.00-0.00hold
Stonebridge Capital Advisors LLC6,9326,93200.290.23-0.07hold
QUADRANT CAPITAL GROUP LLC676700.000.00-0.00hold
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