Who owns VINTAGE WINE ESTATES INC?
- Ticker: VWE
- CUSIP Number: 92747v106
Tip: Access positions for across all investors
Analyze quarterly positions in Vintage Wine Estates with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Vintage Wine Estates stock
Who bought or sold VINTAGE WINE ESTATES INC this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Daniel D. Thurber | 3.2M | $1.1M | -40% | Mar 2024 |
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| Paradice Investment Management | 2.3M | $1.2M | -40% | Dec 2023 |
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| Vanguard Group | 1.8M | $887k | -19% | Dec 2023 |
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| Alberta Investment Management Corporation | 613k | $308k | 0% | Dec 2023 |
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| GSA Capital Partners | 191k | $96k | -76% | Dec 2023 |
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| Bank Of Montreal | 159k | $85k | 9652% | Dec 2023 |
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| Next Capital Management | 100k | $50k | 0% | Dec 2023 |
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| U.S. Capital Wealth Advisors | 67k | $34k | 0% | Dec 2023 |
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| Millennium Management | 66k | $33k | -80% | Dec 2023 |
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| EMC Capital Management | 58k | $29k | 0% | Dec 2023 |
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| Stifel Financial | 40k | $20k | 100% | Dec 2023 |
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| Jane Street | 35k | $17k | -17% | Dec 2023 |
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| Arete Wealth Advisors | 30k | $15k | 32% | Dec 2023 |
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| Charles Schwab Investment Management | 30k | $15k | 0% | Dec 2023 |
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| Shay Capital | 23k | $11k | 100% | Dec 2023 |
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| Barclays | 22k | $11k | 0% | Dec 2023 |
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| Mariner Wealth Advisors | 21k | $10k | -3% | Dec 2023 |
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| Royal Bank of Canada | 18k | $0 | 390% | Dec 2023 |
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| Hrt Financial | 18k | $8.0k | 2% | Dec 2023 |
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| Commonwealth Equity Services | 13k | $7.0k | 100% | Dec 2023 |
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| TD Waterhouse Canada | 13k | $7.2k | 116% | Dec 2023 |
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| Bank of America Corporation | 11k | $5.5k | -59% | Dec 2023 |
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| Cambridge Investment Research Advisors | 11k | $4.0k | 0% | Mar 2024 |
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| Hsbc Holdings | 10k | $5.2k | 0% | Dec 2023 |
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| VERITY Wealth Advisors | 10k | $3.6k | 0% | Mar 2024 |
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| FineMark National Bank & Trust | 10k | $5.0k | 0% | Dec 2023 |
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| AlTi Global | 10k | $5.0k | 100% | Dec 2023 |
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| Wells Fargo & Company | 8.0k | $4.0k | 33% | Dec 2023 |
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| Parallel Advisors | 8.0k | $4.0k | 0% | Dec 2023 |
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| Jpmorgan Chase & Co | 6.7k | $3.3k | 0% | Dec 2023 |
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| Federated Investors | 5.7k | $2.9k | 16% | Dec 2023 |
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| Princeton Global Asset Management | 2.0k | $1.0k | 0% | Dec 2023 |
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| Geneos Wealth Management | 1.5k | $751.000000 | 0% | Dec 2023 |
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| Capital Advisors | 1.0k | $0 | 100% | Mar 2024 |
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| Zrc Wealth Management | 1.0k | $360.000000 | 0% | Mar 2024 |
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| Global Retirement Partners | 1.0k | $360.000000 | 0% | Mar 2024 |
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| Hanson McClain Advisors | 1.0k | $360.000000 | 0% | Mar 2024 |
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| LGT Financial Advisors | 1.0k | $502.000000 | 0% | Dec 2023 |
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Who sold out of Vintage Wine Estates?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Verdence Capital Advisors | Dec 2023 | 67k | $34k |
| X-Square Capital | Sep 2023 | 39k | $33k |
| Bank of New York Mellon | Dec 2023 | 25k | $13k |
| D. E. Shaw & Co | Sep 2023 | 13k | $7.1k |
| Simplex Trading | Dec 2023 | 5.2k | $2.0k |