Who owns Willamette Valley Vineyards?

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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 $686k 0% Dec 2025
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Renaissance Technologies 69k $209k -5% Dec 2025
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Next Capital Management 55k $167k 0% Dec 2025
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Geode Capital Management 38k $116k 2% Dec 2025
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Dimensional Fund Advisors 31k $96k -4% Dec 2025
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Teton Advisors 21k $63k 100% Dec 2025
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Gabelli Funds 20k $61k 0% Dec 2025
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EP Wealth Advisors 16k $48k 100% Dec 2025
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Clearview Wealth Advisors 16k $48k 1% Dec 2025
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Creative Planning 16k $48k 0% Dec 2025
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James Investment Research 13k $39k 0% Dec 2025
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Goss Wealth Management 13k $39k 0% Dec 2025
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BlackRock 11k $33k 4% Dec 2025
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State Street Corporation 11k $33k 0% Dec 2025
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Wells Fargo & Company 9.7k $30k 29% Dec 2025
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Steward Partners Investment Advisory 4.8k $15k -5% Dec 2025
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National Bank Of Canada /fi/ 2.1k $6.3k 91% Dec 2025
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Tower Research Capital 1.3k $4.0k 10% Dec 2025
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Jones Financial Companies, L.L 1.2k $3.6k 0% Dec 2025
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Hanson McClain Advisors 1.1k $3.3k 23% Dec 2025
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UBS Group 826.00 $2.5k -23% Dec 2025
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Clarity Asset Management 700.00 $2.1k 0% Dec 2025
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Farther Finance Advisors 436.00 $1.3k 0% Dec 2025
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CWM 406.00 $1.0k 0% Dec 2025
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Us Bancorp 400.00 $1.2k 0% Dec 2025
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Parallel Advisors 300.00 $915.000000 0% Dec 2025
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Wolff Wiese Magana 144.00 $440.006400 0% Dec 2025
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SBI Securities 134.00 $408.994800 19% Dec 2025
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Atlantic Edge Private Wealth Management 100.00 $305.000000 0% Dec 2025
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Financially Speaking 100.00 $305.000000 0% Dec 2025
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SRS Capital Advisors 100.00 $305.000000 0% Dec 2025
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Royal Bank of Canada 100.00 $0 0% Sep 2025
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Who sold out of Willamette Valley Vineyards?

Fund or Company Name Date Sold Shares Held Valued At
FreeGulliver Sep 2025 103k $373k
Susquehanna International Sep 2025 11k $39k
Northwestern Mutual Wealth Management Company Sep 2025 315.00 $1.1k
Advisor Group Holdings Sep 2025 300.00 $1.4k