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Willamette Valley Vineyards, Inc. (WVVI) Ownership

Willamette Valley Vineyards, Inc. (WVVI) Ownership

NASDAQ Currency in USD Disclaimer

Stock Price

$3.37

-$0

(0.06%)

Day's range
$3.37
Day's range
$3.51
Recent Quarter Total Invested

$2.40 M

-$674,449.00
Recent Quarter Institutional Ownership Percentage

12.31%

$0.32
Total Invested of Last Quarter

$3.08 M

Ownership Percentage of Last Quarter

11.99%

Willamette Valley Vineyards, Inc. Major Shareholders & Ownership History

Major Shareholder Name Reporting Date Shares Held Market Value Change in Shares Ownership
VANGUARD GROUP INC 08/13/2024 224,812 $883,511   0.00% 4.53%
RENAISSANCE TECHNOLOGIES LLC 08/09/2024 79,952 $314,211   -1.36% 1.61%
NEXT CAPITAL MANAGEMENT LLC 08/20/2024 54,800 $215,364   0.00% 1.10%
GEODE CAPITAL MANAGEMENT, LLC 08/09/2024 33,852 $133,086   21.22% 0.68%
DIMENSIONAL FUND ADVISORS LP 08/09/2024 33,684 $132,378   -9.75% 0.68%
TETON ADVISORS, INC. 08/13/2024 23,000 $90,390   0.00% 0.46%
SUSQUEHANNA INTERNATIONAL GROUP, LLP 08/15/2024 21,888 $86,020   69.14% 0.44%
GABELLI FUNDS LLC 08/13/2024 20,000 $78,600   0.00% 0.40%
CREATIVE PLANNING 08/15/2024 15,600 $61,308   0.00% 0.31%
CLEARVIEW WEALTH ADVISORS LLC 08/01/2024 15,574 $61,206   0.00% 0.31%
JAMES INVESTMENT RESEARCH INC 07/30/2024 12,921 $50,780   0.00% 0.26%
NEWEDGE ADVISORS, LLC 08/16/2024 12,921 $50,780   0.00% 0.26%
PRICE T ROWE ASSOCIATES INC /MD/ 08/14/2024 10,850 $43,000   0.00% 0.22%
STATE STREET CORP 08/14/2024 10,700 $42,051   0.00% 0.22%
DE LISLE PARTNERS LLP 08/09/2024 10,000 $39,250   100.00% 0.20%
MORGAN STANLEY 10/17/2024 6,975 $27,412   -18.66% 0.14%
BLACKROCK INC. 08/13/2024 4,514 $17,740   -58.09% 0.09%
STEWARD PARTNERS INVESTMENT ADVISORY, LLC 08/08/2024 3,605 $14,168   226.24% 0.07%
US BANCORP \DE\ 08/07/2024 2,700 $10,611   0.00% 0.05%
WELLS FARGO & COMPANY/MN 08/13/2024 2,500 $9,825   12.11% 0.05%
TOWER RESEARCH CAPITAL LLC (TRC) 08/13/2024 2,348 $9,228   15.21% 0.05%
BANK OF AMERICA CORP /DE/ 08/14/2024 1,737 $6,827   8.49% 0.04%
UBS GROUP AG 08/14/2024 1,645 $6,465   280.79% 0.03%
NATIONAL BANK OF CANADA /FI/ 08/02/2024 1,100 $4,343   10.00% 0.02%
ADVISOR GROUP HOLDINGS, INC. 08/13/2024 1,000 $3,930   -49.03% 0.02%
CLARITY ASSET MANAGEMENT, INC. 08/15/2024 700 $2,751   0.00% 0.01%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 08/16/2024 315 $1,238   0.00% 0.01%
PARALLEL ADVISORS, LLC 08/08/2024 300 $1,179   0.00% 0.01%
ALLWORTH FINANCIAL LP 07/24/2024 297 $1,120   0.00% 0.01%
INNEALTA CAPITAL, LLC 07/29/2024 280 $1,100   100.00% 0.01%
WOLFF WIESE MAGANA LLC 07/12/2024 144 $566   0.00% 0.00%
SRS CAPITAL ADVISORS, INC. 08/06/2024 100 $393   0.00% 0.00%
ATLANTIC EDGE PRIVATE WEALTH MANAGEMENT, LLC 07/26/2024 100 $393   0.00% 0.00%
JPMORGAN CHASE & CO 08/12/2024 9 $35   0.00% 0.00%
ROYAL BANK OF CANADA 11/06/2024 0 $0   -100.00% 0.00%

Willamette Valley Vineyards, Inc.institutional Ownership - Frequently Asked Questions

  • Who are the largest shareholders of WVVI shares?

    During the previous two years, 34 institutional investors and hedge funds held shares of Willamette Valley Vineyards, Inc.. The most heavily invested institutionals were:

    INNEALTA CAPITAL, LLC: 0

    VANGUARD GROUP INC: 224,812

    RENAISSANCE TECHNOLOGIES LLC: 79,952

    GEODE CAPITAL MANAGEMENT, LLC: 33,852

    DIMENSIONAL FUND ADVISORS LP: 33,684

    Teton Advisors, Inc.: 23,000

  • What percentage of Willamette Valley Vineyards, Inc. stock is owned by institutional investors?

    12.31% of Willamette Valley Vineyards, Inc. stock is owned by institutional investors.

  • How much institutional buying is happening at WVVI ?

    Institutional investors have bought a total of 536,889 shares in the last 24 months. This purchase volume represents approximately $1.81 M in transactions.

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