Fresh Vine Wine, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| GEODE CAPITAL MANAGEMENT, LLC | 05/13/2025 | 117.40 K | $61.44 K | 20.14% | 0.73% |
| VANGUARD CAPITAL WEALTH ADVISORS | 04/11/2025 | 102.00 K | $53.38 K | 100.00% | 0.64% |
| NEWBRIDGE FINANCIAL SERVICES GROUP, INC. | 05/15/2025 | 43.13 K | $22.57 K | 0.00% | 0.27% |
| XTX TOPCO LTD | 05/08/2025 | 23.95 K | $12.53 K | -27.73% | 0.15% |
| LPL FINANCIAL LLC | 05/07/2025 | 20.30 K | $10.62 K | 0.00% | 0.13% |
| PFG INVESTMENTS, LLC | 04/22/2025 | 20.00 K | $10.47 K | 100.00% | 0.13% |
| TWO SIGMA SECURITIES, LLC | 05/15/2025 | 12.20 K | $6.39 K | -84.22% | 0.08% |
| TOWER RESEARCH CAPITAL LLC (TRC) | 05/15/2025 | 4.03 K | $2.11 K | 0.10% | 0.03% |
| ADVISOR GROUP HOLDINGS, INC. | 05/12/2025 | 3.50 K | $1.82 K | 0.00% | 0.02% |
| 04/28/2025 | 1.00 K | $523 | 0.00% | 0.01% | |
| PSI ADVISORS, LLC | 04/21/2025 | 330 | $173 | 0.00% | 0.00% |
| BANK OF AMERICA CORP /DE/ | 05/15/2025 | 180 | $94 | 119.51% | 0.00% |
| 05/02/2025 | 20 | $10 | 0.00% | 0.00% | |
| JANE STREET GROUP, LLC | 05/19/2025 | 0 | $0 | -100.00% | 0.00% |
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Fresh Vine Wine, Inc. institutional Ownership - FAQ's
During the previous two years, 12 institutional investors and hedge funds held shares of Fresh Vine Wine, Inc.. The most heavily invested institutionals were:
GEODE CAPITAL MANAGEMENT, LLC: 117,403
Vanguard Capital Wealth Advisors: 102,000
Newbridge Financial Services Group, Inc.: 43,134
XTX Topco Ltd: 23,948
LPL Financial LLC: 20,300
PFG Investments, LLC: 20,000
2.86% of Fresh Vine Wine, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 347.03 K shares in the last 24 months. This purchase volume represents approximately $125.97 K in transactions.