Willamette Valley Vineyards, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| VANGUARD GROUP INC | 11/13/2024 | 224,812 | $782,346 | 0.00% | 4.53% |
| RENAISSANCE TECHNOLOGIES LLC | 11/13/2024 | 77,652 | $270,229 | -2.88% | 1.56% |
| NEXT CAPITAL MANAGEMENT LLC | 11/07/2024 | 54,800 | $190,704 | 0.00% | 1.10% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2024 | 34,786 | $121,096 | 2.76% | 0.70% |
| DIMENSIONAL FUND ADVISORS LP | 11/07/2024 | 29,941 | $104,195 | -11.11% | 0.60% |
| TETON ADVISORS, INC. | 11/13/2024 | 23,000 | $80,040 | 0.00% | 0.46% |
| GABELLI FUNDS LLC | 11/13/2024 | 20,000 | $69,600 | 0.00% | 0.40% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11/14/2024 | 15,686 | $54,587 | -28.34% | 0.32% |
| CREATIVE PLANNING | 10/11/2024 | 15,600 | $54,288 | 0.00% | 0.31% |
| CLEARVIEW WEALTH ADVISORS LLC | 10/15/2024 | 15,574 | $54,198 | 0.00% | 0.31% |
| JAMES INVESTMENT RESEARCH INC | 10/29/2024 | 12,921 | $44,965 | 0.00% | 0.26% |
| NEWEDGE ADVISORS, LLC | 11/14/2024 | 12,921 | $44,965 | 0.00% | 0.26% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 11/14/2024 | 10,850 | $38,000 | 0.00% | 0.22% |
| STATE STREET CORP | 11/14/2024 | 10,700 | $37,236 | 0.00% | 0.22% |
| WEDBUSH SECURITIES INC | 11/08/2024 | 10,099 | $35,000 | 100.00% | 0.20% |
| DE LISLE PARTNERS LLP | 11/14/2024 | 10,000 | $34,300 | 0.00% | 0.20% |
| MORGAN STANLEY | 11/14/2024 | 6,975 | $24,273 | 0.00% | 0.14% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 11/14/2024 | 5,049 | $17,571 | 40.06% | 0.10% |
| WELLS FARGO & COMPANY/MN | 11/13/2024 | 5,000 | $17,400 | 100.00% | 0.10% |
| US BANCORP \DE\ | 10/28/2024 | 2,700 | $9,396 | 0.00% | 0.05% |
| TOWER RESEARCH CAPITAL LLC (TRC) | 11/14/2024 | 1,711 | $5,954 | -27.13% | 0.03% |
| BANK OF AMERICA CORP /DE/ | 11/14/2024 | 1,637 | $5,697 | -5.76% | 0.03% |
| NATIONAL BANK OF CANADA /FI/ | 11/15/2024 | 1,100 | $3,828 | 0.00% | 0.02% |
| ADVISOR GROUP HOLDINGS, INC. | 11/13/2024 | 1,000 | $3,480 | 0.00% | 0.02% |
| CLARITY ASSET MANAGEMENT, INC. | 11/15/2024 | 700 | $2,436 | 0.00% | 0.01% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 11/12/2024 | 315 | $1,096 | 0.00% | 0.01% |
| PARALLEL ADVISORS, LLC | 11/13/2024 | 300 | $1,044 | 0.00% | 0.01% |
| ALLWORTH FINANCIAL LP | 10/23/2024 | 297 | $1,034 | 0.00% | 0.01% |
| WOLFF WIESE MAGANA LLC | 10/16/2024 | 144 | $502 | 0.00% | 0.00% |
| SRS CAPITAL ADVISORS, INC. | 11/06/2024 | 100 | $348 | 0.00% | 0.00% |
| ATLANTIC EDGE PRIVATE WEALTH MANAGEMENT, LLC | 11/06/2024 | 100 | $348 | 0.00% | 0.00% |
| UBS GROUP AG | 11/14/2024 | 28 | $97 | -98.30% | 0.00% |
| JPMORGAN CHASE & CO | 12/26/2024 | 9 | $31 | 0.00% | 0.00% |
| INNEALTA CAPITAL, LLC | 10/29/2024 | 0 | $0 | -100.00% | 0.00% |
Willamette Valley Vineyards, Inc.institutional Ownership - FAQ's
During the previous two years, 43 institutional investors and hedge funds held shares of Willamette Valley Vineyards, Inc.. The most heavily invested institutionals were:
VANGUARD GROUP INC: 224,812
RENAISSANCE TECHNOLOGIES LLC: 77,652
Next Capital Management LLC: 54,800
GEODE CAPITAL MANAGEMENT, LLC: 34,786
DIMENSIONAL FUND ADVISORS LP: 29,941
Teton Advisors, Inc.: 23,000
12.22% of Willamette Valley Vineyards, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 639,503 shares in the last 24 months. This purchase volume represents approximately $2.20 M in transactions.