Stock Transactions — WINMARK CORP

Total Bought
116,334
85 transactions
Total Sold
107,029
81 transactions
Net
+9,305
shares
Filing Period:Transaction:
FundPrevious Shares
Current Shares
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Change in Shares
▲▼
Previous Portfolio Weightage (%)
Current Portfolio Weightage (%)
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Change in Weight (%)
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Type
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC72,04884,803+12,7550.070.08+0.01buy
VICTORY CAPITAL MANAGEMENT INC4,33817,020+12,6820.000.01+0.00buy
CONGRESS ASSET MANAGEMENT CO9,13315,823+6,6900.020.04+0.02buy
Neuberger Berman Group LLC326,752333,273+6,5210.100.10+0.01buy
Rockefeller Capital Management L.P.23,94330,191+6,2480.020.03+0.01buy
CITADEL ADVISORS LLC1,3646,831+5,4670.000.00+0.00buy
UBS Group AG3,1317,806+4,6750.000.00+0.00buy
KENNEDY CAPITAL MANAGEMENT LLC12,62217,192+4,5700.110.15+0.04buy
Nine Ten Capital Management LLC79,50083,900+4,4009.209.41+0.21buy
PROMETHIUM ADVISORS,LLC04,323+4,3230.001.16+1.16buy
TEACHER RETIREMENT SYSTEM OF TEXAS03,519+3,5190.000.00+0.00buy
ACADIAN ASSET MANAGEMENT LLC03,284+3,2840.000.00+0.00buy
NORTHSTAR ASSET MANAGEMENT INC03,052+3,0520.000.31+0.31buy
Annex Advisory Services, LLC02,797+2,7970.000.03+0.03buy
NORTHERN TRUST CORP44,08946,666+2,5770.000.00-0.00buy
SUSQUEHANNA INTERNATIONAL GROUP, LLP1,8454,397+2,5520.000.00+0.00buy
BNP PARIBAS FINANCIAL MARKETS6,9049,040+2,1360.000.00+0.00buy
JPMORGAN CHASE & CO8,72210,747+2,0250.000.00+0.00buy
BESSEMER GROUP INC50,98552,990+2,0050.030.03+0.00buy
DARK FOREST CAPITAL MANAGEMENT LP01,959+1,9590.000.11+0.11buy
Copeland Capital Management, LLC63,63065,224+1,5940.420.48+0.05buy
VANGUARD GROUP INC167,563168,952+1,3890.000.00+0.00buy
SG Americas Securities, LLC01,277+1,2770.000.00+0.00buy
OneAscent Financial Services LLC01,184+1,1840.000.04+0.04buy
CITIGROUP INC2,5713,749+1,1780.000.00+0.00buy
ENVESTNET ASSET MANAGEMENT INC16,84417,991+1,1470.000.00+0.00buy
GSA CAPITAL PARTNERS LLP01,050+1,0500.000.03+0.03buy
ROYAL BANK OF CANADA8,2019,177+9760.000.00+0.00buy
Allspring Global Investments Holdings, LLC0892+8920.000.00+0.00buy
KEYBANK NATIONAL ASSOCIATION/OH0710+7100.000.00+0.00buy
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.0691+6910.000.03+0.03buy
NISA INVESTMENT ADVISORS, LLC62736+6740.000.00+0.00buy
BANK OF AMERICA CORP /DE/10,65611,312+6560.000.00+0.00buy
SEIZERT CAPITAL PARTNERS, LLC0644+6440.000.01+0.01buy
Brevan Howard Capital Management LP0628+6280.000.01+0.01buy
Verition Fund Management LLC0570+5700.000.00+0.00buy
Dynamic Technology Lab Private Ltd0560+5600.000.04+0.04buy
LPL Financial LLC1,6362,171+5350.000.00+0.00buy
BARCLAYS PLC6,0736,574+5010.000.00+0.00buy
ALGERT GLOBAL LLC6,3576,749+3920.070.06-0.00buy
STIFEL FINANCIAL CORP3,9614,337+3760.000.00+0.00buy
DEUTSCHE BANK AG\1,9932,367+3740.000.00+0.00buy
Point72 Asset Management, L.P.0371+3710.000.00+0.00buy
INTECH INVESTMENT MANAGEMENT LLC7081,064+3560.000.00+0.00buy
Legal & General Group Plc3,5173,838+3210.000.00+0.00buy
WELLS FARGO & COMPANY/MN6,7737,080+3070.000.00+0.00buy
COMMONWEALTH EQUITY SERVICES, LLC14,22114,497+2760.010.01+0.00buy
GEODE CAPITAL MANAGEMENT, LLC71,18571,451+2660.000.00-0.00buy
PRICE T ROWE ASSOCIATES INC /MD/9611,141+1800.000.00+0.00buy
CHARLES SCHWAB INVESTMENT MANAGEMENT INC24,06724,246+1790.000.00-0.00buy
Creative Planning3,3483,509+1610.000.00+0.00buy
SEI INVESTMENTS CO1,6741,834+1600.000.00+0.00buy
CENTAURUS FINANCIAL, INC.721878+1570.020.02+0.00buy
Smartleaf Asset Management LLC97238+1410.000.01+0.00buy
Kestra Advisory Services, LLC5,7745,889+1150.010.01+0.00buy
Invesco Ltd.51,63551,742+1070.000.00-0.00buy
Swiss National Bank5,8005,900+1000.000.00+0.00buy
MetLife Investment Management, LLC1,6541,753+990.000.00+0.00buy
Sterling Capital Management LLC1092+820.000.00+0.00buy
ANCHOR CAPITAL ADVISORS LLC3,3873,467+800.030.04+0.00buy
Mariner, LLC787866+790.000.00+0.00buy
Point72 Asia (Singapore) Pte. Ltd.079+790.000.01+0.01buy
Snowden Capital Advisors LLC615680+650.010.01+0.00buy
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.1,5971,659+620.000.00+0.00buy
FMR LLC218280+620.000.00+0.00buy
NATIONAL BANK OF CANADA /FI/055+550.000.00+0.00buy
Cavalier Investments, LLC1,6941,742+480.200.23+0.03buy
AVANTAX ADVISORY SERVICES, INC.600641+410.000.00+0.00buy
Global Retirement Partners, LLC3059+290.000.00+0.00buy
Larson Financial Group LLC025+250.000.00+0.00buy
Advisors Asset Management, Inc.014+140.000.00+0.00buy
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO012+120.000.00+0.00buy
CBIZ Investment Advisory Services, LLC2839+110.000.00+0.00buy
First Horizon Advisors, Inc.107117+100.000.00+0.00buy
GeoWealth Management, LLC1929+100.000.00+0.00buy
Newbridge Financial Services Group, Inc.010+100.000.00+0.00buy
CWM, LLC213220+70.000.00+0.00buy
GAMMA Investing LLC915+60.000.00+0.00buy
PRINCIPAL SECURITIES, INC.1619+30.000.00+0.00buy
Steward Partners Investment Advisory, LLC03+30.000.00+0.00buy
WHITE PINE CAPITAL LLC1,6881,690+20.220.22+0.00buy
Arizona State Retirement System862864+20.000.00-0.00buy
Arax Advisory Partners5759+20.000.00-0.00buy
EverSource Wealth Advisors, LLC02+20.000.00+0.00buy
WealthCollab, LLC106108+20.030.03+0.00buy
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO6,1586,15800.010.01-0.00hold
CANADA LIFE ASSURANCE Co28728700.000.00+0.00hold
Ameritas Investment Partners, Inc.28428400.000.00+0.00hold
CANNELL CAPITAL LLC2,2002,20000.180.18-0.01hold
MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC31,04931,04900.810.86+0.05hold
ALLIANCEBERNSTEIN L.P.3,0003,00000.000.00+0.00hold
JANUS HENDERSON GROUP PLC1,2881,28800.000.00+0.00hold
CANADA PENSION PLAN INVESTMENT BOARD3,2003,20000.000.00+0.00hold
Legato Capital Management LLC14,83514,83500.700.76+0.06hold
Ancora Advisors LLC5500.000.00+0.00hold
SIGNATUREFD, LLC464600.000.00+0.00hold
Mitsubishi UFJ Asset Management Co., Ltd.8800.000.00-0.00hold
Skandinaviska Enskilda Banken AB (publ)5,1005,10000.010.01+0.00hold
QUADRANT CAPITAL GROUP LLC676700.000.00+0.00hold
Parallel Advisors, LLC565600.000.00-0.00hold
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