Stock Transactions — WINMARK CORP

Total Bought
314,909
95 transactions
Total Sold
270,028
97 transactions
Net
+44,881
shares
Filing Period:Transaction:
FundPrevious Shares
Current Shares
▲▼
Change in Shares
▲▼
Previous Portfolio Weightage (%)
Current Portfolio Weightage (%)
▲▼
Change in Weight (%)
▲▼
Type
JACOBS LEVY EQUITY MANAGEMENT, INC12,83081,433+68,6030.020.16+0.14buy
FIRST TRUST ADVISORS LP44,08697,451+53,3650.010.04+0.02buy
Fisher Asset Management, LLC82,152109,427+27,2750.010.02+0.01buy
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP1,31016,361+15,0510.000.01+0.00buy
Bridgewater Associates, LP014,731+14,7310.000.03+0.03buy
Man Group plc17,87429,542+11,6680.010.03+0.01buy
UBS Group AG23,50734,890+11,3830.000.00+0.00buy
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC60,83570,635+9,8000.060.09+0.03buy
Kingsview Wealth Management, LLC09,550+9,5500.000.07+0.07buy
MILLENNIUM MANAGEMENT LLC6,00415,549+9,5450.000.01+0.00buy
AMERIPRISE FINANCIAL INC2,15411,447+9,2930.000.00+0.00buy
MAVERICK CAPITAL LTD3,49810,763+7,2650.020.07+0.05buy
STATE STREET CORP68,94075,450+6,5100.000.00+0.00buy
ALLIANCEBERNSTEIN L.P.73,73979,025+5,2860.010.01+0.00buy
Select Equity Group, L.P.27,20431,422+4,2180.040.07+0.02buy
GOLDMAN SACHS GROUP INC37,59241,687+4,0950.000.00+0.00buy
Vest Financial, LLC2,5706,097+3,5270.010.04+0.03buy
Russell Investments Group, Ltd.2,3145,670+3,3560.000.00+0.00buy
AQR CAPITAL MANAGEMENT LLC4,7987,740+2,9420.000.00+0.00buy
BlackRock, Inc.256,027258,656+2,6290.000.00+0.00buy
JANE STREET GROUP, LLC02,568+2,5680.000.00+0.00buy
BNP PARIBAS FINANCIAL MARKETS7,93310,296+2,3630.000.00+0.00buy
Morningstar Investment Management LLC02,025+2,0250.000.04+0.04buy
Ellsworth Advisors, LLC01,829+1,8290.000.18+0.18buy
TUDOR INVESTMENT CORP ET AL01,787+1,7870.000.01+0.01buy
SG Americas Securities, LLC1,2222,889+1,6670.000.01+0.00buy
GEODE CAPITAL MANAGEMENT, LLC75,66577,252+1,5870.000.00+0.00buy
AltraVue Capital, LLC172,883174,323+1,4405.747.20+1.46buy
Susquehanna Portfolio Strategies, LLC9162,282+1,3660.010.02+0.01buy
THRIVENT FINANCIAL FOR LUTHERANS1,4512,766+1,3150.000.00+0.00buy
CAPSTONE INVESTMENT ADVISORS, LLC01,140+1,1400.000.00+0.00buy
HRT FINANCIAL LP2,0653,105+1,0400.000.01+0.00buy
ROYAL BANK OF CANADA11,83812,735+8970.000.00+0.00buy
Inspire Investing, LLC0897+8970.000.04+0.04buy
CWA Asset Management Group, LLC20,05320,853+8000.320.38+0.06buy
Cetera Investment Advisers0784+7840.000.00+0.00buy
AXQ CAPITAL, LP0707+7070.000.13+0.13buy
Virtu Financial LLC5791,256+6770.010.03+0.02buy
Cerity Partners LLC0640+6400.000.00+0.00buy
CHARLES SCHWAB INVESTMENT MANAGEMENT INC24,20124,802+6010.000.00+0.00buy
Quantinno Capital Management LP0600+6000.000.00+0.00buy
Atom Investors LP0582+5820.000.02+0.02buy
NORTHSTAR ASSET MANAGEMENT INC7,3397,899+5600.771.02+0.26buy
VICTORY CAPITAL MANAGEMENT INC15,74116,296+5550.000.00+0.00buy
Robeco Institutional Asset Management B.V.0496+4960.000.00+0.00buy
GABELLI FUNDS LLC0450+4500.000.00+0.00buy
CAXTON ASSOCIATES LLP4,3394,763+4240.040.06+0.02buy
Longboard Asset Management, LP0423+4230.000.34+0.34buy
Strong Tower Advisory Services0409+4090.000.04+0.04buy
JAMES INVESTMENT RESEARCH, INC.2,1552,560+4050.100.14+0.04buy
DEUTSCHE BANK AG\7,2027,456+2540.000.00+0.00buy
Trexquant Investment LP2,0382,280+2420.010.01+0.00buy
CWM, LLC156383+2270.000.00+0.00buy
Legal & General Group Plc3,3973,624+2270.000.00+0.00buy
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO4,3314,531+2000.010.01+0.00buy
TOTH FINANCIAL ADVISORY CORP16216+2000.000.01+0.01buy
State of Alaska, Department of Revenue0192+1920.000.00+0.00buy
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM2,5792,765+1860.000.00+0.00buy
SEI INVESTMENTS CO3,0793,261+1820.000.00+0.00buy
Police & Firemen's Retirement System of New Jersey665822+1570.000.00+0.00buy
Tower Research Capital LLC (TRC)213366+1530.000.01+0.00buy
PRICE T ROWE ASSOCIATES INC /MD/1,4651,618+1530.000.00+0.00buy
Sterling Capital Management LLC81206+1250.000.00+0.00buy
AlphaQuest LLC347458+1110.010.01+0.00buy
Kestra Advisory Services, LLC6,0096,110+1010.010.01+0.00buy
Swiss National Bank5,7005,800+1000.000.00+0.00buy
PROMETHIUM ADVISORS,LLC5,7245,820+961.311.66+0.35buy
Arax Advisory Partners60148+880.000.00+0.00buy
Cornerstone Planning Group LLC073+730.000.00+0.00buy
TEACHER RETIREMENT SYSTEM OF TEXAS4,6524,725+730.010.01+0.00buy
QUADRANT CAPITAL GROUP LLC067+670.000.00+0.00buy
Cavalier Investments, LLC1,7171,779+620.200.26+0.06buy
Geneos Wealth Management Inc.870+620.000.00+0.00buy
FMR LLC334388+540.000.00+0.00buy
FRANKLIN RESOURCES INC1,9802,025+450.000.00+0.00buy
JPMORGAN CHASE & CO4,1864,229+430.000.00+0.00buy
ANCHOR CAPITAL ADVISORS LLC3,3593,402+430.040.05+0.01buy
JONES FINANCIAL COMPANIES LLLP646+400.000.00+0.00buy
Cambridge Investment Research Advisors, Inc.1,5961,632+360.000.00+0.00buy
Mariner, LLC898933+350.000.00+0.00buy
Farther Finance Advisors, LLC031+310.000.00+0.00buy
Advisory Services Network, LLC023+230.000.00+0.00buy
Bank of New York Mellon Corp20,15020,172+220.000.00+0.00buy
Optiver Holding B.V.016+160.000.00+0.00buy
Arizona State Retirement System875887+120.000.00+0.00buy
WealthCollab, LLC8799+120.020.02+0.00buy
CIBC Private Wealth Group LLC010+100.000.00+0.00buy
BROWN BROTHERS HARRIMAN & CO09+90.000.00+0.00buy
BNP Paribas Asset Management Holding S.A.3238+60.000.00+0.00buy
Binnacle Investments Inc2026+60.000.01+0.00buy
Creative Planning5,2275,230+30.000.00+0.00buy
OneAscent Financial Services LLC905907+20.020.04+0.02buy
Snowden Capital Advisors LLC660662+20.010.01+0.00buy
Tortoise Investment Management, LLC78+10.000.00+0.00buy
GAMMA Investing LLC1314+10.000.00+0.00buy
CANADA LIFE ASSURANCE Co28728700.000.00+0.00hold
CANNELL CAPITAL LLC1,6471,64700.190.22+0.02hold
SEIZERT CAPITAL PARTNERS, LLC81381300.010.02+0.00hold
JANUS HENDERSON GROUP PLC1,2881,28800.000.00+0.00hold
Advisors Asset Management, Inc.444400.000.00+0.00hold
Page 1 of 3