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% |
Explore Related Stocks for Market Trends
Explore our related stocks for the latest market trends and stock news to stay informed and make better decisions.
Willamette Valley Vineyards, Inc. institutional Ownership - FAQ's
During the previous two years, 47 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 668.24 K shares in the last 24 months. This purchase volume represents approximately $3.74 M in transactions.