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This page summarizes the WINN holdings changes quarter over quarter among those 13F filers that have reported for
the 3/31/2024 period, comparing share count change from 12/31/2023 to 3/31/2024.
Share count is compared over these two periods to provide an indication of whether WINN is being accumulated or
sold by institutions that file their holdings via 13F filings (and as always, when considering this data it is important to be mindful of the
long only reporting requirement).
| Filer | 12/31/2023
Share Count | 3/31/2024
Share Count | Change | % Change |
|---|
| 13F Filers Increasing WINN Share Count |
|---|
| Raymond James Financial Services Advisors Inc. |
23,972 |
182,882 |
+158,910 |
+662.90% |
| Bluesphere Advisors LLC |
11,814 |
33,968 |
+22,154 |
+187.52% |
| Cambridge Investment Research Advisors Inc. |
32,723 |
60,143 |
+27,420 |
+83.79% |
| Grant Street Asset Management Inc. |
764,845 |
1,342,438 |
+577,593 |
+75.52% |
| Commonwealth Equity Services LLC |
334,426 |
539,106 |
+204,680 |
+61.20% |
| WJ Wealth Management LLC |
255,989 |
400,023 |
+144,034 |
+56.27% |
| Financial Management Network Inc. |
63,912 |
85,415 |
+21,503 |
+33.64% |
| SOL Capital Management CO |
88,434 |
112,030 |
+23,596 |
+26.68% |
| Transcend Wealth Collective LLC |
148,368 |
184,982 |
+36,614 |
+24.68% |
| Private Advisor Group LLC |
276,608 |
318,158 |
+41,550 |
+15.02% |
| Lantz Financial LLC |
42,033 |
47,328 |
+5,295 |
+12.60% |
| Janney Montgomery Scott LLC |
10,000 |
10,578 |
+578 |
+5.78% |
| Wealth Enhancement Advisory Services LLC |
1,636,130 |
1,719,898 |
+83,768 |
+5.12% |
| SFG Wealth Management LLC. |
49,442 |
49,969 |
+527 |
+1.07% |
| 13F Filers Reporting New Positions In WINN |
|---|
| Proequities Inc. |
0 |
0 |
UNCH |
100% |
| Fifth Third Bancorp |
0 |
2,047 |
+2,047 |
+100% |
| Huntington National Bank |
0 |
74 |
+74 |
+100% |
| Raymond James & Associates |
0 |
46,577 |
+46,577 |
+100% |
| Fidelity D & D Bancorp Inc. |
0 |
16,350 |
+16,350 |
+100% |
| Private Trust Co. NA |
0 |
1,301 |
+1,301 |
+100% |
| Stratos Wealth Partners LTD. |
0 |
10,194 |
+10,194 |
+100% |
| Western Wealth Management LLC |
0 |
12,477 |
+12,477 |
+100% |
| Provident Wealth Management LLC |
0 |
276,388 |
+276,388 |
+100% |
| Householder Group Estate & Retirement Specialist LLC |
0 |
250 |
+250 |
+100% |
| Global Assets Advisory LLC |
0 |
21,144 |
+21,144 |
+100% |
| 13F Filers With Unchanged Share Count |
|---|
| Wolf Group Capital Advisors |
17,998 |
17,998 |
UNCH |
0.00% |
| Phoenix Wealth Advisors |
16,030 |
16,030 |
UNCH |
0.00% |
| WealthCare Investment Partners LLC |
11,281 |
11,281 |
UNCH |
0.00% |
| 13F Filers Decreasing WINN Share Count |
|---|
| Bill Few Associates Inc. |
10,504 |
10,461 |
-43 |
-0.41% |
| Benjamin F. Edwards & Company Inc. |
80,843 |
80,833 |
-10 |
-0.01% |
See Summary: Institutional Holders of WINN
See Details: Top 10 Hedge Funds Holding WINN
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