Who owns Willamette Valley Vineyards?

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 csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

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 Capital Management 199k $499k 0% Jun 2026
 View chart
Renaissance Technologies 63k $159k -4% Jun 2026
 View chart
Next Capital Management 55k $138k 0% Jun 2026
 View chart
Geode Capital Management 35k $62k -1% Sep 2026
 View chart
Dimensional Fund Advisors 26k $46k -6% Sep 2026
 View chart
Vanguard Fiduciary Trust 26k $65k 0% Jun 2026
 View chart
Teton Advisors 21k $52k 0% Jun 2026
 View chart
Gabelli Funds 20k $50k 0% Jun 2026
 View chart
EP Wealth Advisors 16k $41k 2% Jun 2026
 View chart
Citadel Advisors 14k $36k 100% Jun 2026
 View chart
Goss Wealth Management 13k $32k 0% Jun 2026
 View chart
James Investment Research 13k $23k 0% Sep 2026
 View chart
State Street Corporation 11k $27k 0% Jun 2026
 View chart
Steward Partners Investment Advisory 5.0k $13k 6% Jun 2026
 View chart
Farther Finance Advisors 3.8k $6.6k 0% Sep 2026
 View chart
Nuveen 2.6k $4.7k 100% Sep 2026
 View chart
Tower Research Capital 2.3k $5.9k 32% Jun 2026
 View chart
Wells Fargo & Company 2.2k $5.5k -69% Jun 2026
 View chart
National Bank Of Canada /fi/ 2.1k $5.0k 0% Jun 2026
 View chart
UBS Group 1.9k $4.7k 23% Jun 2026
 View chart
Fortitude Family Office 1.8k $3.1k 100% Sep 2026
 View chart
Next Level Wealth Planning 1.3k $2.3k 100% Sep 2026
 View chart
Jones Financial Companies, L.L 1.2k $2.6k -8% Jun 2026
 View chart
Hanson McClain Advisors 877.00 $2.2k 0% Sep 2026
 View chart
Us Bancorp 400.00 $700.000000 0% Sep 2026
 View chart
Royal Bank of Canada 301.00 $1.0k 0% Jun 2026
 View chart
Parallel Advisors 300.00 $525.000000 0% Sep 2026
 View chart
SBI Securities 283.00 $494.995300 32% Sep 2026
 View chart
Harbour Investments 200.00 $350.000000 100% Sep 2026
 View chart
Wolff Wiese Magana 144.00 $252.000000 0% Sep 2026
 View chart
Financially Speaking 100.00 $175.000000 0% Sep 2026
 View chart
Atlantic Edge Private Wealth Management 100.00 $175.000000 0% Sep 2026
 View chart
SRS Capital Advisors 100.00 $251.000000 0% Jun 2026
 View chart
Advisor Group Holdings 100.00 $251.000000 0% Jun 2026
 View chart
Strive Financial Group 44.00 $77.000000 0% Sep 2026
 View chart
Barclays 2.00 $4.000000 -80% Sep 2026
 View chart

Who sold out of Willamette Valley Vineyards?

Fund or Company Name Date Sold Shares Held Valued At
BlackRock Mar 2026 12k $31k
FMR Jun 2026 400.00 $1.0k