Who owns Willamette Valley Vineyards?
- Ticker: WVVI
- CUSIP Number: 969136100
Tip: Access positions for across all investors
Analyze quarterly positions in Willamette Valley Vineyards with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Willamette Valley Vineyards stock
Who bought or sold Willamette Valley Vineyards this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Vanguard Group | 225k | $1.2M | 0% | Dec 2023 |
|
| Next Capital Management | 55k | $290k | 0% | Dec 2023 |
|
| Dimensional Fund Advisors | 37k | $198k | -4% | Dec 2023 |
|
| Creative Planning | 16k | $83k | -50% | Dec 2023 |
|
| Clearview Wealth Advisors | 16k | $78k | 0% | Mar 2024 |
|
| James Investment Research | 13k | $69k | 0% | Dec 2023 |
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| T. Rowe Price Associates | 11k | $58k | 0% | Dec 2023 |
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| Us Bancorp | 2.7k | $15k | 0% | Dec 2023 |
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| Wells Fargo & Company | 2.5k | $14k | 0% | Dec 2023 |
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| Bank of America Corporation | 1.6k | $8.8k | 0% | Dec 2023 |
|
| Advisor Group Holdings | 1.5k | $7.8k | -10% | Dec 2023 |
|
| National Bank Of Canada /fi/ | 1.0k | $5.3k | 0% | Dec 2023 |
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| Steward Partners Investment Advisory | 805.00 | $4.3k | -27% | Dec 2023 |
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| Clarity Asset Management | 700.00 | $3.7k | 100% | Dec 2023 |
|
| Parallel Advisors | 300.00 | $1.6k | 0% | Dec 2023 |
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| Hanson McClain Advisors | 297.00 | $1.6k | 0% | Dec 2023 |
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| Royal Bank of Canada | 266.00 | $1.6k | 90% | Dec 2023 |
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| Wolff Wiese Magana | 144.00 | $764.006400 | 0% | Dec 2023 |
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| Atlantic Edge Private Wealth Management | 100.00 | $530.000000 | 100% | Dec 2023 |
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| SRS Capital Advisors | 100.00 | $530.000000 | 0% | Dec 2023 |
|
| Advisory Services Network | 49.00 | $262.997700 | 100% | Dec 2023 |
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| Jpmorgan Chase & Co | 6.00 | $31.999800 | 50% | Dec 2023 |
|
| CWM | 6.00 | $0 | 0% | Mar 2024 |
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