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 | $753k | 0% | Dec 2024 |
|
| Renaissance Technologies | 74k | $249k | -4% | Dec 2024 |
|
| Next Capital Management | 55k | $184k | 0% | Dec 2024 |
|
| Geode Capital Management | 35k | $117k | 0% | Dec 2024 |
|
| Dimensional Fund Advisors | 30k | $100k | 0% | Dec 2024 |
|
| Teton Advisors | 23k | $77k | 0% | Dec 2024 |
|
| Gabelli Funds | 20k | $67k | 0% | Dec 2024 |
|
| Creative Planning | 16k | $52k | 0% | Dec 2024 |
|
| Clearview Wealth Advisors | 16k | $52k | 0% | Dec 2024 |
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| Goss Wealth Management | 13k | $43k | 0% | Dec 2024 |
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| James Investment Research | 13k | $43k | 0% | Dec 2024 |
|
| Citadel Advisors | 12k | $39k | 100% | Dec 2024 |
|
| T. Rowe Price Associates | 11k | $37k | 0% | Dec 2024 |
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| State Street Corporation | 11k | $36k | 0% | Dec 2024 |
|
| Morgan Stanley | 7.5k | $25k | 7% | Dec 2024 |
|
| Steward Partners Investment Advisory | 5.0k | $17k | 0% | Dec 2024 |
|
| Wells Fargo & Company | 4.7k | $16k | -6% | Dec 2024 |
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| Bank of America Corporation | 1.6k | $5.5k | 0% | Dec 2024 |
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| Tower Research Capital | 1.4k | $4.6k | -19% | Dec 2024 |
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| National Bank Of Canada /fi/ | 1.1k | $3.7k | 0% | Dec 2024 |
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| Hanson McClain Advisors | 897.00 | $5.0k | 202% | Dec 2024 |
|
| Anderson Fisher | 800.00 | $2.7k | 100% | Dec 2024 |
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| Clarity Asset Management | 700.00 | $2.3k | 0% | Dec 2024 |
|
| Jones Financial Companies, L.L | 600.00 | $2.0k | 100% | Dec 2024 |
|
| Us Bancorp | 400.00 | $1.3k | -85% | Dec 2024 |
|
| Northwestern Mutual Wealth Management Company | 315.00 | $1.1k | 0% | Dec 2024 |
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| Farther Finance Advisors | 301.00 | $1.8k | 100% | Mar 2025 |
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| Parallel Advisors | 300.00 | $1.8k | 0% | Mar 2025 |
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| Advisor Group Holdings | 200.00 | $696.000000 | -80% | Dec 2024 |
|
| Wolff Wiese Magana | 144.00 | $483.004800 | 0% | Dec 2024 |
|
| Royal Bank of Canada | 100.00 | $0 | 0% | Dec 2024 |
|
| SRS Capital Advisors | 100.00 | $335.000000 | 0% | Dec 2024 |
|
| Atlantic Edge Private Wealth Management | 100.00 | $335.000000 | 0% | Dec 2024 |
|
| SBI Securities | 74.00 | $248.003600 | 100% | Dec 2024 |
|
| Jpmorgan Chase & Co | 9.00 | $29.999700 | 0% | Dec 2024 |
|
| CWM | 6.00 | $0 | 0% | Dec 2024 |
|
Who sold out of Willamette Valley Vineyards?
Fund or Company Name |
Date Sold |
Shares Held |
Valued At |
|---|---|---|---|
| Susquehanna International | Sep 2024 | 16k | $55k |
| Wedbush Morgan Securities | Sep 2024 | 10k | $35k |
| De Lisle Partners | Sep 2024 | 10k | $34k |
| UBS Group | Sep 2024 | 28.00 | $97.000400 |