Recent Quarter Total Invested
$2.40 M
Recent Quarter Institutional Ownership Percentage
12.31%
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 | 08/14/2024 | 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 | 08/14/2024 | 0 | $0 | -100.00% | 0.00% |
Willamette Valley Vineyards, Inc.institutional Ownership - Frequently Asked Questions
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Who are the largest shareholders of WVVI shares?
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: 79,952
Next Capital Management LLC: 54,800
GEODE CAPITAL MANAGEMENT, LLC: 33,852
DIMENSIONAL FUND ADVISORS LP: 33,684
Teton Advisors, Inc.: 23,000
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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.
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How much institutional buying is happening at WVVI ?
Institutional investors have bought a total of 639,405 shares in the last 24 months. This purchase volume represents approximately $2.15 M in transactions.