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 | $818k | 0% | Sep 2025 |
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| FreeGulliver | 103k | $373k | 1% | Sep 2025 |
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| Renaissance Technologies | 72k | $258k | 0% | Sep 2025 |
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| Next Capital Management | 55k | $200k | 0% | Sep 2025 |
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| Geode Capital Management | 37k | $135k | 0% | Sep 2025 |
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| Dimensional Fund Advisors | 32k | $118k | 0% | Sep 2025 |
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| Teton Advisors | 23k | $128k | 0% | Jun 2025 |
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| Gabelli Funds | 20k | $71k | 0% | Sep 2025 |
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| Creative Planning | 16k | $57k | 0% | Sep 2025 |
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| Clearview Wealth Advisors | 16k | $57k | 0% | Sep 2025 |
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| James Investment Research | 13k | $46k | 0% | Sep 2025 |
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| Goss Wealth Management | 13k | $46k | 0% | Sep 2025 |
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| Susquehanna International | 11k | $39k | 100% | Sep 2025 |
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| State Street Corporation | 11k | $39k | 0% | Sep 2025 |
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| BlackRock | 11k | $37k | 3% | Sep 2025 |
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| Wells Fargo & Company | 7.5k | $27k | 12% | Sep 2025 |
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| Morgan Stanley | 7.4k | $41k | 100% | Jun 2025 |
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| Steward Partners Investment Advisory | 5.0k | $18k | 0% | Sep 2025 |
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| Tower Research Capital | 1.2k | $4.3k | 109% | Sep 2025 |
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| Jones Financial Companies, L.L | 1.2k | $4.1k | 0% | Sep 2025 |
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| National Bank Of Canada /fi/ | 1.1k | $3.8k | 0% | Sep 2025 |
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| UBS Group | 1.1k | $3.8k | -41% | Sep 2025 |
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| Hanson McClain Advisors | 877.00 | $3.2k | 0% | Sep 2025 |
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| Clarity Asset Management | 700.00 | $2.5k | 0% | Sep 2025 |
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| Farther Finance Advisors | 436.00 | $1.6k | 0% | Sep 2025 |
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| CWM | 406.00 | $1.0k | 0% | Sep 2025 |
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| Us Bancorp | 400.00 | $1.4k | 0% | Sep 2025 |
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| Northwestern Mutual Wealth Management Company | 315.00 | $1.1k | 0% | Sep 2025 |
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| Advisor Group Holdings | 300.00 | $1.4k | 0% | Sep 2025 |
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| Parallel Advisors | 300.00 | $1.1k | 0% | Sep 2025 |
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| Wolff Wiese Magana | 144.00 | $524.995200 | 0% | Sep 2025 |
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| SBI Securities | 113.00 | $403.003200 | 13% | Sep 2025 |
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| Atlantic Edge Private Wealth Management | 100.00 | $364.000000 | 0% | Sep 2025 |
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| Financially Speaking | 100.00 | $364.000000 | 0% | Sep 2025 |
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| SRS Capital Advisors | 100.00 | $364.000000 | 0% | Sep 2025 |
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| Royal Bank of Canada | 100.00 | $0 | 0% | Sep 2025 |
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| Advisory Services Network | 49.00 | $174.998600 | 100% | Sep 2025 |
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Who sold out of Willamette Valley Vineyards?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Raymond James Financial | Jun 2025 | 7.4k | $41k |
| Ameritas Advisory Services | Jun 2025 | 225.00 | $1.2k |