Willamette Valley Vineyards, Inc. (WVVI) Ownership

$5.85

$0.12 (-2.08%)
Last update: 04:00 PM EST
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$5.84
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$5.98

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%

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.