Recent Quarter Total Invested
$995,624
Recent Quarter Institutional Ownership Percentage
10.22%
Total Invested of Last Quarter
$3.59 M
Ownership Percentage of Last Quarter
15.04%
Vintage Wine Estates, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| VANGUARD GROUP INC | 08/13/2024 | 1.77 M | $245,805 | -0.03% | 2.95% |
| PARADICE INVESTMENT MANAGEMENT LLC | 08/01/2024 | 1.73 M | $240,140 | 0.00% | 2.88% |
| WASATCH ADVISORS LP | 08/14/2024 | 832,713 | $115,914 | -73.87% | 1.39% |
| GEODE CAPITAL MANAGEMENT, LLC | 08/09/2024 | 257,378 | $35,833 | 0.00% | 0.43% |
| BLACKROCK INC. | 08/13/2024 | 214,082 | $29,800 | -17.20% | 0.36% |
| CITADEL ADVISORS LLC | 08/14/2024 | 193,429 | $26,925 | 100.00% | 0.32% |
| RENAISSANCE TECHNOLOGIES LLC | 08/09/2024 | 181,600 | $25,279 | -43.55% | 0.30% |
| STATE STREET CORP | 08/14/2024 | 129,101 | $17,971 | 0.00% | 0.22% |
| NEXT CAPITAL MANAGEMENT LLC | 08/20/2024 | 100,049 | $13,927 | 0.00% | 0.17% |
| AMUNDI | 08/14/2024 | 67,806 | $9,289 | 100.00% | 0.11% |
| U.S. CAPITAL WEALTH ADVISORS, LLC | 07/11/2024 | 66,949 | $9,319 | 0.00% | 0.11% |
| VIRTU FINANCIAL LLC | 08/09/2024 | 60,654 | $8,000 | 42.78% | 0.10% |
| UBS GROUP AG | 08/14/2024 | 54,910 | $7,632 | 163.74% | 0.09% |
| NORTHERN TRUST CORP | 08/14/2024 | 52,205 | $7,267 | -0.07% | 0.09% |
| STEPHENS INC /AR/ | 08/06/2024 | 41,968 | $5,842 | 0.00% | 0.07% |
| STIFEL FINANCIAL CORP | 08/13/2024 | 40,000 | $5,568 | 0.00% | 0.07% |
| LPL FINANCIAL LLC | 08/07/2024 | 35,460 | $4,936 | 44.68% | 0.06% |
| CITADEL ADVISORS LLC | 08/14/2024 | 32,200 | $4,482 | 100.00% | 0.05% |
| SHAY CAPITAL LLC | 08/14/2024 | 26,463 | $3,684 | 3.93% | 0.04% |
| MILLENNIUM MANAGEMENT LLC | 08/14/2024 | 24,149 | $3,362 | -58.27% | 0.04% |
| EMC CAPITAL MANAGEMENT | 07/29/2024 | 21,251 | $3,000 | 0.00% | 0.04% |
| MARINER, LLC | 08/13/2024 | 20,500 | $2,854 | 0.00% | 0.03% |
| ROYAL BANK OF CANADA | 11/06/2024 | 19,128 | $3,000 | 1.02% | 0.03% |
| TOWER RESEARCH CAPITAL LLC (TRC) | 08/13/2024 | 17,016 | $2,365 | -33.87% | 0.03% |
| XTX TOPCO LTD | 08/12/2024 | 16,526 | $2,300 | 100.00% | 0.03% |
| FORTIS ADVISORS, LLC | 08/08/2024 | 15,000 | $2,088 | 0.00% | 0.03% |
| ENGINEERS GATE MANAGER LP | 08/14/2024 | 14,456 | $2,012 | 0.00% | 0.02% |
| TD WATERHOUSE CANADA INC. | 08/02/2024 | 13,010 | $5,815 | 0.00% | 0.02% |
| JANE STREET GROUP, LLC | 08/15/2024 | 12,635 | $1,759 | 0.50% | 0.02% |
| BARCLAYS PLC | 08/14/2024 | 10,120 | $1,000 | -53.25% | 0.02% |
| FINEMARK NATIONAL BANK & TRUST | 08/02/2024 | 10,000 | $1,392 | 0.00% | 0.02% |
| VERITY WEALTH ADVISORS | 08/02/2024 | 10,000 | $1,392 | 0.00% | 0.02% |
| CARTESIAN GROWTH CORP | 08/14/2024 | 10,000 | $1,392 | 0.00% | 0.02% |
| LRI INVESTMENTS, LLC | 07/24/2024 | 10,000 | $1,392 | 0.00% | 0.02% |
| ALLWORTH FINANCIAL LP | 07/24/2024 | 10,000 | $1,122 | 900.00% | 0.02% |
| PARALLEL ADVISORS, LLC | 08/08/2024 | 8,000 | $1,114 | 0.00% | 0.01% |
| JPMORGAN CHASE & CO | 08/12/2024 | 6,703 | $933 | 0.22% | 0.01% |
| BEACON CAPITAL MANAGEMENT, LLC | 07/24/2024 | 6,000 | $835 | 0.00% | 0.01% |
| CONTINUUM ADVISORY, LLC | 07/19/2024 | 5,541 | $771 | 0.00% | 0.01% |
| WELLS FARGO & COMPANY/MN | 08/13/2024 | 4,200 | $585 | -3.11% | 0.01% |
| FEDERATED HERMES, INC. | 08/08/2024 | 2,433 | $339 | 0.00% | 0.00% |
| MORGAN STANLEY | 10/17/2024 | 2,204 | $306 | -85.96% | 0.00% |
| PRINCETON GLOBAL ASSET MANAGEMENT LLC | 08/12/2024 | 2,000 | $278 | 0.00% | 0.00% |
| CIBC PRIVATE WEALTH GROUP, LLC | 08/09/2024 | 1,400 | $242 | 0.00% | 0.00% |
| BANK OF MONTREAL /CAN/ | 08/14/2024 | 1,015 | $381 | 0.00% | 0.00% |
| ZRC WEALTH MANAGEMENT, LLC | 07/09/2024 | 1,000 | $140,000 | 0.00% | 0.00% |
| US BANCORP \DE\ | 08/07/2024 | 1,000 | $139 | 0.00% | 0.00% |
| 1832 ASSET MANAGEMENT L.P. | 08/13/2024 | 1,000 | $139 | 0.00% | 0.00% |
| LGT FINANCIAL ADVISORS LLC | 08/05/2024 | 1,000 | $139 | 0.00% | 0.00% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 07/30/2024 | 200 | $28 | 100.00% | 0.00% |
Vintage Wine Estates, Inc.institutional Ownership - Frequently Asked Questions
-
Who are the largest shareholders of VWE shares?
During the previous two years, 63 institutional investors and hedge funds held shares of Vintage Wine Estates, Inc.. The most heavily invested institutionals were:
STEPHENS INC /AR/: 0
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC: 0
Fortis Advisors, LLC: 0
U.S. Capital Wealth Advisors, LLC: 0
LGT Financial Advisors LLC: 0
Princeton Global Asset Management LLC: 0
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What percentage of Vintage Wine Estates, Inc. stock is owned by institutional investors?
10.22% of Vintage Wine Estates, Inc. stock is owned by institutional investors.
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How much institutional buying is happening at VWE ?
Institutional investors have bought a total of 4.14 M shares in the last 24 months. This purchase volume represents approximately $124,105 in transactions.