Willamette Valley Vineyards, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| VANGUARD GROUP INC | 05/09/2025 | 224.81 K | $1.34 M | 0.00% | 4.53% |
| RENAISSANCE TECHNOLOGIES LLC | 05/14/2025 | 73.55 K | $436.90 K | -1.08% | 1.48% |
| FREEGULLIVER LLC | 05/06/2025 | 64.72 K | $384.41 K | 100.00% | 1.30% |
| NEXT CAPITAL MANAGEMENT LLC | 05/06/2025 | 54.80 K | $325.51 K | 0.00% | 1.10% |
| GEODE CAPITAL MANAGEMENT, LLC | 05/13/2025 | 36.91 K | $219.33 K | 6.11% | 0.74% |
| DIMENSIONAL FUND ADVISORS LP | 05/13/2025 | 31.44 K | $186.77 K | 5.02% | 0.63% |
| TETON ADVISORS, INC. | 05/14/2025 | 23.00 K | $136.62 K | 0.00% | 0.46% |
| GABELLI FUNDS LLC | 05/14/2025 | 20.00 K | $118.80 K | 0.00% | 0.40% |
| CREATIVE PLANNING | 05/15/2025 | 15.60 K | $92.66 K | 0.00% | 0.31% |
| CLEARVIEW WEALTH ADVISORS LLC | 04/23/2025 | 15.57 K | $92.51 K | 0.00% | 0.31% |
| JAMES INVESTMENT RESEARCH INC | 05/02/2025 | 12.92 K | $76.75 K | 0.00% | 0.26% |
| NEWEDGE ADVISORS, LLC | 05/15/2025 | 12.92 K | $76.75 K | 0.00% | 0.26% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 05/14/2025 | 10.85 K | $65.00 K | 0.00% | 0.22% |
| STATE STREET CORP | 05/15/2025 | 10.70 K | $63.56 K | 0.00% | 0.22% |
| MORGAN STANLEY | 05/15/2025 | 7.38 K | $43.81 K | -1.34% | 0.15% |
| WELLS FARGO & COMPANY/MN | 05/13/2025 | 6.70 K | $39.80 K | 42.55% | 0.14% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 05/13/2025 | 5.05 K | $29.99 K | 0.00% | 0.10% |
| BANK OF AMERICA CORP /DE/ | 05/15/2025 | 1.64 K | $9.73 K | 0.06% | 0.03% |
| NATIONAL BANK OF CANADA /FI/ | 05/12/2025 | 1.10 K | $6.50 K | 0.00% | 0.02% |
| ALLWORTH FINANCIAL LP | 04/30/2025 | 877 | $5.25 K | -2.23% | 0.02% |
| CLARITY ASSET MANAGEMENT, INC. | 05/14/2025 | 700 | $4.16 K | 0.00% | 0.01% |
| JONES FINANCIAL COMPANIES LLLP | 05/28/2025 | 600 | $3.63 K | 0.00% | 0.01% |
| TOWER RESEARCH CAPITAL LLC (TRC) | 05/15/2025 | 520 | $3.09 K | -62.54% | 0.01% |
| CWM, LLC | 05/01/2025 | 406 | $2.00 K | 100.00% | 0.01% |
| US BANCORP \DE\ | 05/08/2025 | 400 | $2.38 K | 0.00% | 0.01% |
| ADVISOR GROUP HOLDINGS, INC. | 05/12/2025 | 400 | $2.38 K | 100.00% | 0.01% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 05/14/2025 | 315 | $1.87 K | 0.00% | 0.01% |
| FARTHER FINANCE ADVISORS, LLC | 04/14/2025 | 301 | $1.82 K | 100.00% | 0.01% |
| PARALLEL ADVISORS, LLC | 04/08/2025 | 300 | $1.78 K | 0.00% | 0.01% |
| KESTRA ADVISORY SERVICES, LLC | 05/14/2025 | 300 | $1.78 K | 100.00% | 0.01% |
| WOLFF WIESE MAGANA LLC | 04/22/2025 | 144 | $856 | 0.00% | 0.00% |
| ROYAL BANK OF CANADA | 05/15/2025 | 100 | $1.00 K | 100.00% | 0.00% |
| SRS CAPITAL ADVISORS, INC. | 05/15/2025 | 100 | $594 | 0.00% | 0.00% |
| ATLANTIC EDGE PRIVATE WEALTH MANAGEMENT, LLC | 04/29/2025 | 100 | $594 | 0.00% | 0.00% |
| 05/02/2025 | 88 | $523 | 18.92% | 0.00% | |
| UBS GROUP AG | 05/13/2025 | 10 | $59 | 100.00% | 0.00% |
| JPMORGAN CHASE & CO | 05/12/2025 | 8 | $48 | -11.11% | 0.00% |
| CITADEL ADVISORS LLC | 05/15/2025 | 0 | $0 | -100.00% | 0.00% |
| HUMAN INVESTING LLC | 05/15/2025 | 0 | $0 | -100.00% | 0.00% |
| 05/07/2025 | 0 | $0 | -100.00% | 0.00% |
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Willamette Valley Vineyards, Inc. institutional Ownership - FAQ's
During the previous two years, 46 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: 73,552
FreeGulliver LLC: 64,715
Next Capital Management LLC: 54,800
GEODE CAPITAL MANAGEMENT, LLC: 36,910
DIMENSIONAL FUND ADVISORS LP: 31,443
12.80% of Willamette Valley Vineyards, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 668.23 K shares in the last 24 months. This purchase volume represents approximately $3.91 M in transactions.