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
Download as csv Download as ExcelTop 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 |
|
T. Rowe Price Associates | 11k | $58k | 0% | Dec 2023 |
|
Us Bancorp | 2.7k | $15k | 0% | Dec 2023 |
|
Wells Fargo & Company | 2.5k | $14k | 0% | Dec 2023 |
|
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 |
|
Steward Partners Investment Advisory | 805.00 | $4.3k | -27% | Dec 2023 |
|
Clarity Asset Management | 700.00 | $3.7k | 100% | Dec 2023 |
|
Parallel Advisors | 300.00 | $1.6k | 0% | Dec 2023 |
|
Hanson McClain Advisors | 297.00 | $1.6k | 0% | Dec 2023 |
|
Royal Bank of Canada | 266.00 | $1.6k | 90% | Dec 2023 |
|
Wolff Wiese Magana | 144.00 | $764.006400 | 0% | Dec 2023 |
|
Atlantic Edge Private Wealth Management | 100.00 | $530.000000 | 100% | Dec 2023 |
|
SRS Capital Advisors | 100.00 | $530.000000 | 0% | Dec 2023 |
|
Advisory Services Network | 49.00 | $262.997700 | 100% | Dec 2023 |
|
Jpmorgan Chase & Co | 6.00 | $31.999800 | 50% | Dec 2023 |
|
CWM | 6.00 | $0 | 0% | Mar 2024 |
|