2,797 Shares in Winmark Co. (NASDAQ:WINA) Bought by Annex Advisory Services LLC

Annex Advisory Services LLC bought a new position in Winmark Co. (NASDAQ:WINA) during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm bought 2,797 shares of the specialty retailer’s stock, valued at approximately $1,099,000. Annex Advisory Services LLC owned 0.08% of Winmark at the end of the most recent reporting period.

Other institutional investors have also recently bought and sold shares of the company. Envestnet Asset Management Inc. increased its holdings in shares of Winmark by 30.4% during the 2nd quarter. Envestnet Asset Management Inc. now owns 11,373 shares of the specialty retailer’s stock worth $4,011,000 after purchasing an additional 2,653 shares during the period. Sei Investments Co. bought a new position in shares of Winmark during the 2nd quarter worth about $506,000. Marshall Wace LLP bought a new position in shares of Winmark during the 2nd quarter worth about $760,000. The Manufacturers Life Insurance Company increased its holdings in shares of Winmark by 9.8% during the 2nd quarter. The Manufacturers Life Insurance Company now owns 1,552 shares of the specialty retailer’s stock worth $547,000 after purchasing an additional 138 shares during the period. Finally, Creative Planning increased its holdings in shares of Winmark by 4.7% during the 2nd quarter. Creative Planning now owns 3,351 shares of the specialty retailer’s stock worth $1,182,000 after purchasing an additional 149 shares during the period. Institutional investors own 73.32% of the company’s stock.

Winmark Stock Performance

NASDAQ:WINA opened at $392.40 on Tuesday. The firm’s 50-day moving average is $400.17 and its 200-day moving average is $383.82. Winmark Co. has a 52-week low of $330.25 and a 52-week high of $431.67. The company has a market cap of $1.38 billion, a price-to-earnings ratio of 35.90 and a beta of 0.83.

Insider Transactions at Winmark

In other news, major shareholder Ronald G. Olson sold 2,741 shares of Winmark stock in a transaction dated Friday, November 22nd. The shares were sold at an average price of $407.70, for a total transaction of $1,117,505.70. Following the sale, the insider now directly owns 149,994 shares in the company, valued at approximately $61,152,553.80. The trade was a 1.79 % decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, COO Renae M. Gaudette sold 1,500 shares of Winmark stock in a transaction dated Friday, October 25th. The shares were sold at an average price of $380.11, for a total transaction of $570,165.00. Following the sale, the chief operating officer now owns 15,060 shares in the company, valued at approximately $5,724,456.60. This trade represents a 9.06 % decrease in their ownership of the stock. The disclosure for this sale can be found here. In the last 90 days, insiders have sold 7,900 shares of company stock worth $3,239,855. 10.60% of the stock is currently owned by company insiders.

Winmark Profile

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.