Willamette Valley Vineyards Ownership 2024 | Who Owns Willamette Valley Vineyards Now?
Institutional Ownership
3.92%
Insider Ownership
22.88%
Retail Ownership
73.20%
Institutional Holders
15.00
Willamette Valley Vineyards Institutional Shareholders
Institutional Shareholders by % of Total Shares
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
VANGUARD GROUP INC | 4.53% | - | 224,812 | - | - | 883,511 | Jun 30, 2024 |
RENAISSANCE TECHNOLOGIES LLC | 1.61% | 0.00% | 79,952 | -1,100 | -1.36% | 314,211 | Jun 30, 2024 |
GEODE CAPITAL MANAGEMENT, LLC | 0.68% | - | 33,852 | 5,927 | 21.22% | 133,086 | Jun 30, 2024 |
DIMENSIONAL FUND ADVISORS LP | 0.68% | - | 33,684 | -3,640 | -9.75% | 132,378 | Jun 30, 2024 |
TETON ADVISORS, INC. | 0.46% | 0.04% | 23,000 | - | - | 90,390 | Jun 30, 2024 |
GABELLI FUNDS LLC | 0.40% | 0.00% | 20,000 | - | - | 78,600 | Jun 30, 2024 |
CLEARVIEW WEALTH ADVISORS LLC | 0.31% | 0.05% | 15,574 | - | - | 61,206 | Jun 30, 2024 |
JAMES INVESTMENT RESEARCH INC | 0.26% | 0.01% | 12,921 | - | - | 50,780 | Jun 30, 2024 |
NEWEDGE ADVISORS, LLC | 0.26% | 0.00% | 12,921 | - | - | 50,780 | Jun 30, 2024 |
PRICE T ROWE ASSOCIATES INC /MD/ | 0.22% | - | 10,850 | - | - | 43,000 | Jun 30, 2024 |
STATE STREET CORP | 0.22% | - | 10,700 | - | - | 42,051,000 | Jun 30, 2024 |
DE LISLE PARTNERS LLP | 0.20% | 0.01% | 10,000 | 10,000 | 100.00% | 39,250 | Jun 30, 2024 |
MORGAN STANLEY | 0.14% | - | 6,975 | -1,600 | -18.66% | 27,412 | Jun 30, 2024 |
BLACKROCK INC. | 0.09% | - | 4,514 | -6,256 | -58.09% | 17,740 | Jun 30, 2024 |
STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 0.07% | 0.00% | 3,605 | 2,500 | 226.24% | 14,168 | Jun 30, 2024 |
US BANCORP \DE\ | 0.05% | - | 2,700 | - | - | 10,611 | Jun 30, 2024 |
WELLS FARGO & COMPANY/MN | 0.05% | - | 2,500 | 270 | 12.11% | 9,825 | Jun 30, 2024 |
TOWER RESEARCH CAPITAL LLC (TRC) | 0.05% | 0.00% | 2,348 | 310 | 15.21% | 9,228 | Jun 30, 2024 |
BANK OF AMERICA CORP /DE/ | 0.04% | - | 1,737 | 136 | 8.49% | 6,827 | Jun 30, 2024 |
UBS GROUP AG | 0.03% | - | 1,645 | 1,213 | 280.79% | 6,465 | Jun 30, 2024 |
Willamette Valley Vineyards's largest institutional shareholder is VANGUARD GROUP INC, holding 4.53% of the company's total share outstanding, currently valued at $883.51K. The top 10 institutional shareholders own together 9.42% of the company.
Institutional Shareholders by % of Total Assets
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
CLEARVIEW WEALTH ADVISORS LLC | 0.31% | 0.05% | 15,574 | - | - | 61,206 | Jun 30, 2024 |
TETON ADVISORS, INC. | 0.46% | 0.04% | 23,000 | - | - | 90,390 | Jun 30, 2024 |
DE LISLE PARTNERS LLP | 0.20% | 0.01% | 10,000 | 10,000 | 100.00% | 39,250 | Jun 30, 2024 |
JAMES INVESTMENT RESEARCH INC | 0.26% | 0.01% | 12,921 | - | - | 50,780 | Jun 30, 2024 |
CLARITY ASSET MANAGEMENT, INC. | 0.01% | 0.00% | 700 | - | - | 2,751 | Jun 30, 2024 |
GABELLI FUNDS LLC | 0.40% | 0.00% | 20,000 | - | - | 78,600 | Jun 30, 2024 |
RENAISSANCE TECHNOLOGIES LLC | 1.61% | 0.00% | 79,952 | -1,100 | -1.36% | 314,211 | Jun 30, 2024 |
WOLFF WIESE MAGANA LLC | 0.00% | 0.00% | 144 | - | - | 566 | Jun 30, 2024 |
NEWEDGE ADVISORS, LLC | 0.26% | 0.00% | 12,921 | - | - | 50,780 | Jun 30, 2024 |
INNEALTA CAPITAL, LLC | 0.01% | 0.00% | 280 | 280 | 100.00% | 1,100 | Jun 30, 2024 |
TOWER RESEARCH CAPITAL LLC (TRC) | 0.05% | 0.00% | 2,348 | 310 | 15.21% | 9,228 | Jun 30, 2024 |
STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 0.07% | 0.00% | 3,605 | 2,500 | 226.24% | 14,168 | Jun 30, 2024 |
ATLANTIC EDGE PRIVATE WEALTH MANAGEMENT, LLC | 0.00% | 0.00% | 100 | - | - | 393 | Jun 30, 2024 |
SRS CAPITAL ADVISORS, INC. | 0.00% | - | 100 | - | - | 393 | Jun 30, 2024 |
DIMENSIONAL FUND ADVISORS LP | 0.68% | - | 33,684 | -3,640 | -9.75% | 132,378 | Jun 30, 2024 |
PARALLEL ADVISORS, LLC | 0.01% | - | 300 | - | - | 1,179 | Jun 30, 2024 |
VANGUARD GROUP INC | 4.53% | - | 224,812 | - | - | 883,511 | Jun 30, 2024 |
US BANCORP \DE\ | 0.05% | - | 2,700 | - | - | 10,611 | Jun 30, 2024 |
GEODE CAPITAL MANAGEMENT, LLC | 0.68% | - | 33,852 | 5,927 | 21.22% | 133,086 | Jun 30, 2024 |
ADVISOR GROUP HOLDINGS, INC. | 0.02% | - | 1,000 | -962 | -49.03% | 3,930 | Jun 30, 2024 |
The largest Willamette Valley Vineyards shareholder by % of total assets is CLEARVIEW WEALTH ADVISORS LLC. The company owns 15.57K shares of Willamette Valley Vineyards (WVVI), representing 0.05% of its total assets.
Institutional Buyers
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
DE LISLE PARTNERS LLP | 0.20% | 0.01% | 10,000 | 10,000 | 100.00% | 39,250 | Jun 30, 2024 |
GEODE CAPITAL MANAGEMENT, LLC | 0.68% | - | 33,852 | 5,927 | 21.22% | 133,086 | Jun 30, 2024 |
STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 0.07% | 0.00% | 3,605 | 2,500 | 226.24% | 14,168 | Jun 30, 2024 |
UBS GROUP AG | 0.03% | - | 1,645 | 1,213 | 280.79% | 6,465 | Jun 30, 2024 |
TOWER RESEARCH CAPITAL LLC (TRC) | 0.05% | 0.00% | 2,348 | 310 | 15.21% | 9,228 | Jun 30, 2024 |
INNEALTA CAPITAL, LLC | 0.01% | 0.00% | 280 | 280 | 100.00% | 1,100 | Jun 30, 2024 |
WELLS FARGO & COMPANY/MN | 0.05% | - | 2,500 | 270 | 12.11% | 9,825 | Jun 30, 2024 |
BANK OF AMERICA CORP /DE/ | 0.04% | - | 1,737 | 136 | 8.49% | 6,827 | Jun 30, 2024 |
NATIONAL BANK OF CANADA /FI/ | 0.02% | - | 1,100 | 100 | 10.00% | 4,343 | Jun 30, 2024 |
JPMORGAN CHASE & CO | 0.00% | - | 9 | - | - | 35 | Jun 30, 2024 |
STATE STREET CORP | 0.22% | - | 10,700 | - | - | 42,051,000 | Jun 30, 2024 |
PRICE T ROWE ASSOCIATES INC /MD/ | 0.22% | - | 10,850 | - | - | 43,000 | Jun 30, 2024 |
ALLWORTH FINANCIAL LP | 0.01% | - | 297 | - | - | 1,120 | Jun 30, 2024 |
US BANCORP \DE\ | 0.05% | - | 2,700 | - | - | 10,611 | Jun 30, 2024 |
VANGUARD GROUP INC | 4.53% | - | 224,812 | - | - | 883,511 | Jun 30, 2024 |
PARALLEL ADVISORS, LLC | 0.01% | - | 300 | - | - | 1,179 | Jun 30, 2024 |
SRS CAPITAL ADVISORS, INC. | 0.00% | - | 100 | - | - | 393 | Jun 30, 2024 |
ATLANTIC EDGE PRIVATE WEALTH MANAGEMENT, LLC | 0.00% | 0.00% | 100 | - | - | 393 | Jun 30, 2024 |
NEWEDGE ADVISORS, LLC | 0.26% | 0.00% | 12,921 | - | - | 50,780 | Jun 30, 2024 |
WOLFF WIESE MAGANA LLC | 0.00% | 0.00% | 144 | - | - | 566 | Jun 30, 2024 |
As of Jun 30 2024, Willamette Valley Vineyards's largest institutional buyer is DE LISLE PARTNERS LLP. The company purchased 10.00K stocks of WVVI, valued at $39.25K.
Institutional Sellers
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
BLACKROCK INC. | 0.09% | - | 4,514 | -6,256 | -58.09% | 17,740 | Jun 30, 2024 |
DIMENSIONAL FUND ADVISORS LP | 0.68% | - | 33,684 | -3,640 | -9.75% | 132,378 | Jun 30, 2024 |
MORGAN STANLEY | 0.14% | - | 6,975 | -1,600 | -18.66% | 27,412 | Jun 30, 2024 |
RENAISSANCE TECHNOLOGIES LLC | 1.61% | 0.00% | 79,952 | -1,100 | -1.36% | 314,211 | Jun 30, 2024 |
ADVISOR GROUP HOLDINGS, INC. | 0.02% | - | 1,000 | -962 | -49.03% | 3,930 | Jun 30, 2024 |
ROYAL BANK OF CANADA | - | - | - | -317 | -100.00% | - | Jun 30, 2024 |
CLEARVIEW WEALTH ADVISORS LLC | 0.31% | 0.05% | 15,574 | - | - | 61,206 | Jun 30, 2024 |
TETON ADVISORS, INC. | 0.46% | 0.04% | 23,000 | - | - | 90,390 | Jun 30, 2024 |
JAMES INVESTMENT RESEARCH INC | 0.26% | 0.01% | 12,921 | - | - | 50,780 | Jun 30, 2024 |
CLARITY ASSET MANAGEMENT, INC. | 0.01% | 0.00% | 700 | - | - | 2,751 | Jun 30, 2024 |
GABELLI FUNDS LLC | 0.40% | 0.00% | 20,000 | - | - | 78,600 | Jun 30, 2024 |
WOLFF WIESE MAGANA LLC | 0.00% | 0.00% | 144 | - | - | 566 | Jun 30, 2024 |
NEWEDGE ADVISORS, LLC | 0.26% | 0.00% | 12,921 | - | - | 50,780 | Jun 30, 2024 |
ATLANTIC EDGE PRIVATE WEALTH MANAGEMENT, LLC | 0.00% | 0.00% | 100 | - | - | 393 | Jun 30, 2024 |
SRS CAPITAL ADVISORS, INC. | 0.00% | - | 100 | - | - | 393 | Jun 30, 2024 |
PARALLEL ADVISORS, LLC | 0.01% | - | 300 | - | - | 1,179 | Jun 30, 2024 |
VANGUARD GROUP INC | 4.53% | - | 224,812 | - | - | 883,511 | Jun 30, 2024 |
US BANCORP \DE\ | 0.05% | - | 2,700 | - | - | 10,611 | Jun 30, 2024 |
ALLWORTH FINANCIAL LP | 0.01% | - | 297 | - | - | 1,120 | Jun 30, 2024 |
PRICE T ROWE ASSOCIATES INC /MD/ | 0.22% | - | 10,850 | - | - | 43,000 | Jun 30, 2024 |
As of Jun 30 2024, Willamette Valley Vineyards's biggest institutional seller is BLACKROCK INC.. The company sold -6.26K shares of WVVI, valued at $17.74K.
Institutional New positions
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
DE LISLE PARTNERS LLP | 0.20% | 0.01% | 10,000 | 10,000 | 100.00% | 39,250 | Jun 30, 2024 |
INNEALTA CAPITAL, LLC | 0.01% | 0.00% | 280 | 280 | 100.00% | 1,100 | Jun 30, 2024 |
Willamette Valley Vineyards's largest new institutional shareholder by number of shares is DE LISLE PARTNERS LLP, purchased 10.00K shares, valued at $39.25K, as of undefined.
Institutional Sold Out
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
ROYAL BANK OF CANADA | - | - | - | -317 | -100.00% | - | Jun 30, 2024 |
Willamette Valley Vineyards's largest sold out institutional shareholder by shares sold is ROYAL BANK OF CANADA, sold -0.32K shares, valued at -, as of undefined.
Willamette Valley Vineyards Mutual Fund Holders
Name | % Total Assets | Total Shares | Change Amount | Change % | Date |
---|---|---|---|---|---|
TETON WESTWOOD FUNDS | 0.04% | 23,000 | - | - | Dec 29, 2023 |
GABELLI EQUITY SERIES FUNDS INC | 0.02% | 20,000 | - | - | Dec 29, 2023 |
BRIDGEWAY FUNDS INC | 0.01% | 13,000 | - | - | Mar 28, 2024 |
VANGUARD VALLEY FORGE FUNDS | 0.00% | 1,146 | - | - | Mar 31, 2024 |
VANGUARD INDEX FUNDS | 0.00% | 224,812 | -72,379 | -24.35% | Mar 31, 2024 |
T. Rowe Price Index Trust, Inc. | 0.00% | 10,850 | - | - | Mar 31, 2024 |
FIDELITY CONCORD STREET TRUST | 0.00% | 26,190 | -105 | -0.40% | Feb 29, 2024 |
FIDELITY PURITAN TRUST | 0.00% | 5,003 | - | - | Jan 31, 2024 |
VANGUARD INSTITUTIONAL INDEX FUNDS | 0.00% | 800 | - | - | Mar 31, 2024 |
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST | 0.00% | 985 | - | - | Dec 31, 2023 |
DFA INVESTMENT DIMENSIONS GROUP INC | 0.00% | 16,535 | -510 | -2.99% | Jan 31, 2024 |
Dimensional ETF Trust | 0.00% | 6,655 | - | - | Jan 31, 2024 |
USAA MUTUAL FUNDS TRUST | 0.00% | 434 | - | - | Jan 31, 2024 |
EQ ADVISORS TRUST | 0.00% | 879 | - | - | Mar 31, 2024 |
iSHARES TRUST | 0.00% | 9,891 | -260 | -2.56% | Mar 31, 2024 |
Willamette Valley Vineyards's largest mutual fund holder by % of total assets is "TETON WESTWOOD FUNDS", owning 23.00K shares, compromising 0.04% of its total assets.
Willamette Valley Vineyards Institutional Ownership Trends
Institutional Holdings Trend
Date | Holdings | Change % |
---|---|---|
30 Jun, 24 | 15 | -54.55% |
31 Mar, 24 | 33 | - |
31 Dec, 23 | 33 | 13.79% |
30 Sep, 23 | 29 | -3.33% |
30 Jun, 23 | 30 | -6.25% |
31 Mar, 23 | 32 | -5.88% |
31 Dec, 22 | 34 | 9.68% |
30 Sep, 22 | 31 | -3.13% |
30 Jun, 22 | 32 | -13.51% |
31 Mar, 22 | 37 | 19.35% |
31 Dec, 21 | 31 | 10.71% |
30 Sep, 21 | 28 | -3.45% |
30 Jun, 21 | 29 | -3.33% |
31 Mar, 21 | 30 | 20.00% |
31 Dec, 20 | 25 | 4.17% |
30 Sep, 20 | 24 | - |
30 Jun, 20 | 24 | 4.35% |
31 Mar, 20 | 23 | -4.17% |
31 Dec, 19 | 24 | -4.00% |
30 Sep, 19 | 25 | -3.85% |
30 Jun, 19 | 26 | -3.70% |
31 Mar, 19 | 27 | -3.57% |
31 Dec, 18 | 28 | 7.69% |
30 Sep, 18 | 26 | 13.04% |
30 Jun, 18 | 23 | 4.55% |
31 Mar, 18 | 22 | 4.76% |
31 Dec, 17 | 21 | -4.55% |
30 Sep, 17 | 22 | -4.35% |
30 Jun, 17 | 23 | -4.17% |
31 Mar, 17 | 24 | -4.00% |
31 Dec, 16 | 25 | - |
30 Sep, 16 | 25 | -7.41% |
30 Jun, 16 | 27 | 8.00% |
31 Mar, 16 | 25 | 8.70% |
31 Dec, 15 | 23 | 4.55% |
30 Sep, 15 | 22 | 10.00% |
30 Jun, 15 | 20 | 33.33% |
31 Mar, 15 | 15 | - |
31 Dec, 14 | 15 | 15.38% |
30 Sep, 14 | 13 | -7.14% |
30 Jun, 14 | 14 | - |
31 Mar, 14 | 14 | 7.69% |
31 Dec, 13 | 13 | - |
30 Sep, 13 | 13 | 18.18% |
30 Jun, 13 | 11 | 83.33% |
31 Mar, 13 | 6 | -14.29% |
31 Dec, 12 | 7 | - |
30 Sep, 12 | 7 | - |
30 Jun, 12 | 7 | - |
31 Mar, 12 | 7 | - |
31 Dec, 11 | 7 | 16.67% |
30 Sep, 11 | 6 | - |
30 Jun, 11 | 6 | 20.00% |
31 Mar, 11 | 5 | - |
31 Dec, 10 | 5 | 25.00% |
30 Sep, 10 | 4 | 33.33% |
30 Jun, 10 | 3 | 50.00% |
31 Mar, 10 | 2 | - |
30 Sep, 09 | 2 | 100.00% |
30 Jun, 09 | 1 | - |
30 Sep, 08 | 1 | - |
30 Jun, 08 | 1 | - |
31 Mar, 08 | 1 | - |
31 Dec, 07 | 1 | - |
30 Sep, 07 | 1 | - |
30 Jun, 07 | 1 | - |
31 Mar, 07 | 1 | -50.00% |
31 Dec, 06 | 2 | - |
30 Sep, 06 | 2 | - |
30 Mar, 06 | 1 | - |
30 Sep, 03 | 1 | - |
30 Jun, 03 | 1 | - |
30 Jun, 02 | 1 | - |
31 Mar, 02 | 1 | - |
As of 30 Jun 24, 15 institutions are holding Willamette Valley Vineyards's shares, representing a decrease of -54.55% compared to the previous quarter.
Shares Outstanding Trend
Date | Shares Outstanding | Change % |
---|---|---|
30 Jun, 24 | 194,609 | -67.30% |
31 Mar, 24 | 595,115 | -0.16% |
31 Dec, 23 | 596,088 | -1.32% |
30 Sep, 23 | 604,038 | 1.90% |
30 Jun, 23 | 592,753 | -6.73% |
31 Mar, 23 | 635,506 | -5.14% |
31 Dec, 22 | 669,906 | 3.22% |
30 Sep, 22 | 649,017 | -2.79% |
30 Jun, 22 | 667,636 | -3.42% |
31 Mar, 22 | 691,284 | 1.51% |
31 Dec, 21 | 680,991 | 11.08% |
30 Sep, 21 | 613,078 | 3.14% |
30 Jun, 21 | 594,432 | 34.76% |
31 Mar, 21 | 441,110 | 8.21% |
31 Dec, 20 | 407,657 | 12.41% |
30 Sep, 20 | 362,640 | -0.09% |
30 Jun, 20 | 362,983 | -0.18% |
31 Mar, 20 | 363,649 | 2.97% |
31 Dec, 19 | 353,145 | -16.30% |
30 Sep, 19 | 421,895 | -5.12% |
30 Jun, 19 | 444,675 | 0.00% |
31 Mar, 19 | 444,659 | 2.50% |
31 Dec, 18 | 433,829 | 16.81% |
30 Sep, 18 | 371,389 | -0.89% |
30 Jun, 18 | 374,732 | 7.92% |
31 Mar, 18 | 347,227 | -3.13% |
31 Dec, 17 | 358,447 | 10.01% |
30 Sep, 17 | 325,817 | -3.39% |
30 Jun, 17 | 337,238 | 7.58% |
31 Mar, 17 | 313,479 | 9.00% |
31 Dec, 16 | 287,597 | -2.04% |
30 Sep, 16 | 293,579 | -11.04% |
30 Jun, 16 | 329,999 | 7.65% |
31 Mar, 16 | 306,540 | 17.11% |
31 Dec, 15 | 261,765 | -1.78% |
30 Sep, 15 | 266,507 | 6.58% |
30 Jun, 15 | 250,042 | 2.71% |
31 Mar, 15 | 243,452 | 5.84% |
31 Dec, 14 | 230,026 | 3.38% |
30 Sep, 14 | 222,509 | -0.79% |
30 Jun, 14 | 224,276 | -1.56% |
31 Mar, 14 | 227,832 | 1.70% |
31 Dec, 13 | 224,021 | -1.10% |
30 Sep, 13 | 226,513 | -2.48% |
30 Jun, 13 | 232,264 | 239.82% |
31 Mar, 13 | 68,350 | -67.98% |
31 Dec, 12 | 213,450 | - |
30 Sep, 12 | 213,450 | 5.45% |
30 Jun, 12 | 202,421 | -3.17% |
31 Mar, 12 | 209,050 | -0.29% |
31 Dec, 11 | 209,650 | -1.16% |
30 Sep, 11 | 212,100 | 6.85% |
30 Jun, 11 | 198,500 | 7.72% |
31 Mar, 11 | 184,270 | 4.36% |
31 Dec, 10 | 176,570 | 13.21% |
30 Sep, 10 | 155,970 | 4.82% |
30 Jun, 10 | 148,801 | 451.11% |
31 Mar, 10 | 27,000 | - |
30 Sep, 09 | 96,100 | 1989.13% |
30 Jun, 09 | 4,600 | - |
30 Sep, 08 | 3,100 | - |
30 Jun, 08 | 3,100 | - |
31 Mar, 08 | 3,100 | 520.00% |
31 Dec, 07 | 500 | - |
30 Sep, 07 | 500 | - |
30 Jun, 07 | 500 | - |
31 Mar, 07 | 500 | -61.54% |
31 Dec, 06 | 1,300 | - |
30 Sep, 06 | 1,300 | - |
30 Mar, 06 | 800 | - |
30 Sep, 03 | 1,265 | 154.02% |
30 Jun, 03 | 498 | - |
30 Jun, 02 | 5,774 | - |
31 Mar, 02 | 5,774 | - |
Willamette Valley Vineyards (WVVI) has 194.61K shares outstanding as of 30 Jun 24, down -67.30% compared to the previous quarter.
Institutional Ownership Trend
Date | Ownership % | Change % |
---|---|---|
30 Jun, 24 | 3.92% | 2.73% |
31 Mar, 24 | 11.99% | 8.32% |
31 Dec, 23 | 12.01% | 8.11% |
30 Sep, 23 | 12.17% | 8.53% |
30 Jun, 23 | 11.94% | 7.29% |
31 Mar, 23 | 12.80% | 7.03% |
31 Dec, 22 | 13.49% | 7.90% |
30 Sep, 22 | 13.07% | 7.23% |
30 Jun, 22 | 13.45% | 6.94% |
31 Mar, 22 | 13.92% | 7.40% |
31 Dec, 21 | 13.72% | 8.99% |
30 Sep, 21 | 12.35% | 8.61% |
30 Jun, 21 | 11.97% | 15.17% |
31 Mar, 21 | 8.89% | 13.18% |
31 Dec, 20 | 8.21% | 15.39% |
30 Sep, 20 | 7.30% | 13.66% |
30 Jun, 20 | 7.31% | 13.63% |
31 Mar, 20 | 7.32% | 14.48% |
31 Dec, 19 | 7.11% | 9.85% |
30 Sep, 19 | 8.50% | 10.59% |
30 Jun, 19 | 8.96% | 11.16% |
31 Mar, 19 | 8.96% | 11.73% |
31 Dec, 18 | 8.74% | 15.61% |
30 Sep, 18 | 7.48% | 13.13% |
30 Jun, 18 | 7.55% | 15.43% |
31 Mar, 18 | 6.99% | 13.53% |
31 Dec, 17 | 7.19% | 16.78% |
30 Sep, 17 | 6.55% | 14.36% |
30 Jun, 17 | 6.75% | 17.22% |
31 Mar, 17 | 6.26% | 18.86% |
31 Dec, 16 | 5.76% | 16.67% |
30 Sep, 16 | 5.88% | 13.49% |
30 Jun, 16 | 6.60% | 17.47% |
31 Mar, 16 | 6.15% | 22.12% |
31 Dec, 15 | 5.27% | 18.23% |
30 Sep, 15 | 5.38% | 20.72% |
30 Jun, 15 | 5.09% | 20.50% |
31 Mar, 15 | 4.98% | 22.28% |
31 Dec, 14 | 4.73% | 22.45% |
30 Sep, 14 | 4.59% | 21.44% |
30 Jun, 14 | 4.63% | 20.87% |
31 Mar, 14 | 4.71% | 21.89% |
31 Dec, 13 | 4.64% | 20.76% |
30 Sep, 13 | 4.73% | 20.16% |
30 Jun, 13 | 4.84% | 238.79% |
31 Mar, 13 | 1.42% | 7.35% |
31 Dec, 12 | 4.40% | 22.46% |
30 Sep, 12 | 4.43% | 25.64% |
30 Jun, 12 | 4.16% | 22.71% |
31 Mar, 12 | 4.28% | 23.30% |
31 Dec, 11 | 4.28% | 22.80% |
30 Sep, 11 | 4.33% | 26.34% |
30 Jun, 11 | 4.06% | 28.60% |
31 Mar, 11 | 3.77% | 28.89% |
31 Dec, 10 | 3.61% | 35.51% |
30 Sep, 10 | 3.19% | 34.42% |
30 Jun, 10 | 3.04% | 997.85% |
31 Mar, 10 | 0.55% | - |
30 Sep, 09 | 1.97% | 21976.66% |
30 Jun, 09 | 0.09% | - |
30 Sep, 08 | 0.06% | 1560.63% |
30 Jun, 08 | 0.06% | 1557.72% |
31 Mar, 08 | 0.06% | 59390.38% |
31 Dec, 07 | 0.01% | 9589.42% |
30 Sep, 07 | 0.01% | 9615.38% |
30 Jun, 07 | 0.01% | 9604.81% |
31 Mar, 07 | 0.01% | 1519.47% |
31 Dec, 06 | 0.03% | 3537.13% |
30 Sep, 06 | 0.03% | - |
30 Mar, 06 | 0.02% | - |
30 Sep, 03 | 0.03% | 22884.68% |
30 Jun, 03 | 0.01% | - |
30 Jun, 02 | 0.13% | 772.93% |
31 Mar, 02 | 0.13% | - |
As of 30 Jun 24, Willamette Valley Vineyards is held by 3.92% institutional shareholders, representing a 2.73% growth compared to 31 Mar 24.
Institutional Increased Positions Trend
Date | Increased Positions | Change % |
---|---|---|
30 Jun, 24 | 5 | -37.50% |
31 Mar, 24 | 8 | -27.27% |
31 Dec, 23 | 11 | 83.33% |
30 Sep, 23 | 6 | 20.00% |
30 Jun, 23 | 5 | 66.67% |
31 Mar, 23 | 3 | -57.14% |
31 Dec, 22 | 7 | - |
30 Sep, 22 | 7 | -30.00% |
30 Jun, 22 | 10 | -28.57% |
31 Mar, 22 | 14 | -6.67% |
31 Dec, 21 | 15 | 87.50% |
30 Sep, 21 | 8 | -42.86% |
30 Jun, 21 | 14 | -6.67% |
31 Mar, 21 | 15 | 150.00% |
31 Dec, 20 | 6 | 50.00% |
30 Sep, 20 | 4 | -20.00% |
30 Jun, 20 | 5 | -16.67% |
31 Mar, 20 | 6 | 20.00% |
31 Dec, 19 | 5 | -37.50% |
30 Sep, 19 | 8 | 33.33% |
30 Jun, 19 | 6 | -14.29% |
31 Mar, 19 | 7 | 16.67% |
31 Dec, 18 | 6 | -14.29% |
30 Sep, 18 | 7 | - |
30 Jun, 18 | 7 | 75.00% |
31 Mar, 18 | 4 | -50.00% |
31 Dec, 17 | 8 | 60.00% |
30 Sep, 17 | 5 | -16.67% |
30 Jun, 17 | 6 | -33.33% |
31 Mar, 17 | 9 | 80.00% |
31 Dec, 16 | 5 | -58.33% |
30 Sep, 16 | 12 | 71.43% |
30 Jun, 16 | 7 | - |
31 Mar, 16 | 7 | -30.00% |
31 Dec, 15 | 10 | - |
30 Sep, 15 | 10 | 11.11% |
30 Jun, 15 | 9 | 125.00% |
31 Mar, 15 | 4 | -42.86% |
31 Dec, 14 | 7 | 600.00% |
30 Sep, 14 | 1 | -80.00% |
30 Jun, 14 | 5 | 25.00% |
31 Mar, 14 | 4 | -20.00% |
31 Dec, 13 | 5 | -16.67% |
30 Sep, 13 | 6 | - |
30 Jun, 13 | 6 | 500.00% |
31 Mar, 13 | 1 | - |
31 Dec, 12 | - | -100.00% |
30 Sep, 12 | 2 | - |
30 Jun, 12 | 2 | - |
31 Mar, 12 | 2 | - |
31 Dec, 11 | 2 | -33.33% |
30 Sep, 11 | 3 | - |
30 Jun, 11 | 3 | -25.00% |
31 Mar, 11 | 4 | 33.33% |
31 Dec, 10 | 3 | 50.00% |
30 Sep, 10 | 2 | 100.00% |
30 Jun, 10 | 1 | -50.00% |
31 Mar, 10 | 2 | - |
30 Sep, 09 | 1 | - |
30 Jun, 09 | 1 | - |
30 Sep, 08 | - | - |
30 Jun, 08 | - | -100.00% |
31 Mar, 08 | 1 | - |
31 Dec, 07 | - | - |
30 Sep, 07 | - | - |
30 Jun, 07 | - | - |
31 Mar, 07 | - | - |
31 Dec, 06 | - | -100.00% |
30 Sep, 06 | 2 | - |
30 Mar, 06 | 1 | - |
30 Sep, 03 | 1 | - |
30 Jun, 03 | 1 | - |
30 Jun, 02 | - | -100.00% |
31 Mar, 02 | 1 | - |
5 institutional shareholders have increased their position in WVVI stock as of 30 Jun 24 compared to 8 in the previous quarter (a -37.50% decrease).
Institutional Reduced Positions Trend
Date | Reduced Positions | Change % |
---|---|---|
30 Jun, 24 | 2 | -60.00% |
31 Mar, 24 | 5 | -16.67% |
31 Dec, 23 | 6 | 20.00% |
30 Sep, 23 | 5 | -16.67% |
30 Jun, 23 | 6 | -25.00% |
31 Mar, 23 | 8 | -20.00% |
31 Dec, 22 | 10 | 100.00% |
30 Sep, 22 | 5 | 25.00% |
30 Jun, 22 | 4 | -42.86% |
31 Mar, 22 | 7 | 250.00% |
31 Dec, 21 | 2 | -66.67% |
30 Sep, 21 | 6 | - |
30 Jun, 21 | 6 | 100.00% |
31 Mar, 21 | 3 | -25.00% |
31 Dec, 20 | 4 | 33.33% |
30 Sep, 20 | 3 | -25.00% |
30 Jun, 20 | 4 | -50.00% |
31 Mar, 20 | 8 | 33.33% |
31 Dec, 19 | 6 | 100.00% |
30 Sep, 19 | 3 | 50.00% |
30 Jun, 19 | 2 | - |
31 Mar, 19 | - | -100.00% |
31 Dec, 18 | 6 | 20.00% |
30 Sep, 18 | 5 | 25.00% |
30 Jun, 18 | 4 | -33.33% |
31 Mar, 18 | 6 | 500.00% |
31 Dec, 17 | 1 | -75.00% |
30 Sep, 17 | 4 | - |
30 Jun, 17 | 4 | 33.33% |
31 Mar, 17 | 3 | -66.67% |
31 Dec, 16 | 9 | 350.00% |
30 Sep, 16 | 2 | -60.00% |
30 Jun, 16 | 5 | 66.67% |
31 Mar, 16 | 3 | -25.00% |
31 Dec, 15 | 4 | 33.33% |
30 Sep, 15 | 3 | 50.00% |
30 Jun, 15 | 2 | - |
31 Mar, 15 | - | - |
31 Dec, 14 | - | -100.00% |
30 Sep, 14 | 2 | -33.33% |
30 Jun, 14 | 3 | - |
31 Mar, 14 | 3 | - |
31 Dec, 13 | 3 | 200.00% |
30 Sep, 13 | 1 | -50.00% |
30 Jun, 13 | 2 | - |
31 Mar, 13 | - | - |
31 Dec, 12 | - | - |
30 Sep, 12 | - | -100.00% |
30 Jun, 12 | 1 | - |
31 Mar, 12 | 1 | - |
31 Dec, 11 | - | - |
30 Sep, 11 | - | - |
30 Jun, 11 | - | - |
31 Mar, 11 | - | - |
31 Dec, 10 | - | - |
30 Sep, 10 | - | - |
30 Jun, 10 | - | - |
31 Mar, 10 | - | - |
30 Sep, 09 | - | - |
30 Jun, 09 | - | - |
30 Sep, 08 | - | - |
30 Jun, 08 | - | - |
31 Mar, 08 | - | - |
31 Dec, 07 | - | - |
30 Sep, 07 | - | - |
30 Jun, 07 | - | - |
31 Mar, 07 | - | - |
31 Dec, 06 | - | - |
30 Sep, 06 | - | - |
30 Mar, 06 | - | - |
30 Sep, 03 | - | - |
30 Jun, 03 | - | - |
30 Jun, 02 | - | - |
31 Mar, 02 | - | - |
2 institutional shareholders have reduced their position in WVVI stock as of 30 Jun 24 compared to 5 in the previous quarter (a -60.00% decrease).
All Institutional Ownership Trend Data
Date | Holdings | Change % | Shares Outstanding | Change % | Ownership % | Change % | Increased Positions | Change % | Reduced Positions | Change % |
---|---|---|---|---|---|---|---|---|---|---|
30 Jun, 24 | 15 | -54.55% | 194,609 | -67.30% | 3.92% | 2.73% | 5 | -37.50% | 2 | -60.00% |
31 Mar, 24 | 33 | - | 595,115 | -0.16% | 11.99% | 8.32% | 8 | -27.27% | 5 | -16.67% |
31 Dec, 23 | 33 | 13.79% | 596,088 | -1.32% | 12.01% | 8.11% | 11 | 83.33% | 6 | 20.00% |
30 Sep, 23 | 29 | -3.33% | 604,038 | 1.90% | 12.17% | 8.53% | 6 | 20.00% | 5 | -16.67% |
30 Jun, 23 | 30 | -6.25% | 592,753 | -6.73% | 11.94% | 7.29% | 5 | 66.67% | 6 | -25.00% |
31 Mar, 23 | 32 | -5.88% | 635,506 | -5.14% | 12.80% | 7.03% | 3 | -57.14% | 8 | -20.00% |
31 Dec, 22 | 34 | 9.68% | 669,906 | 3.22% | 13.49% | 7.90% | 7 | - | 10 | 100.00% |
30 Sep, 22 | 31 | -3.13% | 649,017 | -2.79% | 13.07% | 7.23% | 7 | -30.00% | 5 | 25.00% |
30 Jun, 22 | 32 | -13.51% | 667,636 | -3.42% | 13.45% | 6.94% | 10 | -28.57% | 4 | -42.86% |
31 Mar, 22 | 37 | 19.35% | 691,284 | 1.51% | 13.92% | 7.40% | 14 | -6.67% | 7 | 250.00% |
31 Dec, 21 | 31 | 10.71% | 680,991 | 11.08% | 13.72% | 8.99% | 15 | 87.50% | 2 | -66.67% |
30 Sep, 21 | 28 | -3.45% | 613,078 | 3.14% | 12.35% | 8.61% | 8 | -42.86% | 6 | - |
30 Jun, 21 | 29 | -3.33% | 594,432 | 34.76% | 11.97% | 15.17% | 14 | -6.67% | 6 | 100.00% |
31 Mar, 21 | 30 | 20.00% | 441,110 | 8.21% | 8.89% | 13.18% | 15 | 150.00% | 3 | -25.00% |
31 Dec, 20 | 25 | 4.17% | 407,657 | 12.41% | 8.21% | 15.39% | 6 | 50.00% | 4 | 33.33% |
30 Sep, 20 | 24 | - | 362,640 | -0.09% | 7.30% | 13.66% | 4 | -20.00% | 3 | -25.00% |
30 Jun, 20 | 24 | 4.35% | 362,983 | -0.18% | 7.31% | 13.63% | 5 | -16.67% | 4 | -50.00% |
31 Mar, 20 | 23 | -4.17% | 363,649 | 2.97% | 7.32% | 14.48% | 6 | 20.00% | 8 | 33.33% |
31 Dec, 19 | 24 | -4.00% | 353,145 | -16.30% | 7.11% | 9.85% | 5 | -37.50% | 6 | 100.00% |
30 Sep, 19 | 25 | -3.85% | 421,895 | -5.12% | 8.50% | 10.59% | 8 | 33.33% | 3 | 50.00% |
30 Jun, 19 | 26 | -3.70% | 444,675 | 0.00% | 8.96% | 11.16% | 6 | -14.29% | 2 | - |
31 Mar, 19 | 27 | -3.57% | 444,659 | 2.50% | 8.96% | 11.73% | 7 | 16.67% | - | -100.00% |
31 Dec, 18 | 28 | 7.69% | 433,829 | 16.81% | 8.74% | 15.61% | 6 | -14.29% | 6 | 20.00% |
30 Sep, 18 | 26 | 13.04% | 371,389 | -0.89% | 7.48% | 13.13% | 7 | - | 5 | 25.00% |
30 Jun, 18 | 23 | 4.55% | 374,732 | 7.92% | 7.55% | 15.43% | 7 | 75.00% | 4 | -33.33% |
31 Mar, 18 | 22 | 4.76% | 347,227 | -3.13% | 6.99% | 13.53% | 4 | -50.00% | 6 | 500.00% |
31 Dec, 17 | 21 | -4.55% | 358,447 | 10.01% | 7.19% | 16.78% | 8 | 60.00% | 1 | -75.00% |
30 Sep, 17 | 22 | -4.35% | 325,817 | -3.39% | 6.55% | 14.36% | 5 | -16.67% | 4 | - |
30 Jun, 17 | 23 | -4.17% | 337,238 | 7.58% | 6.75% | 17.22% | 6 | -33.33% | 4 | 33.33% |
31 Mar, 17 | 24 | -4.00% | 313,479 | 9.00% | 6.26% | 18.86% | 9 | 80.00% | 3 | -66.67% |
31 Dec, 16 | 25 | - | 287,597 | -2.04% | 5.76% | 16.67% | 5 | -58.33% | 9 | 350.00% |
30 Sep, 16 | 25 | -7.41% | 293,579 | -11.04% | 5.88% | 13.49% | 12 | 71.43% | 2 | -60.00% |
30 Jun, 16 | 27 | 8.00% | 329,999 | 7.65% | 6.60% | 17.47% | 7 | - | 5 | 66.67% |
31 Mar, 16 | 25 | 8.70% | 306,540 | 17.11% | 6.15% | 22.12% | 7 | -30.00% | 3 | -25.00% |
31 Dec, 15 | 23 | 4.55% | 261,765 | -1.78% | 5.27% | 18.23% | 10 | - | 4 | 33.33% |
30 Sep, 15 | 22 | 10.00% | 266,507 | 6.58% | 5.38% | 20.72% | 10 | 11.11% | 3 | 50.00% |
30 Jun, 15 | 20 | 33.33% | 250,042 | 2.71% | 5.09% | 20.50% | 9 | 125.00% | 2 | - |
31 Mar, 15 | 15 | - | 243,452 | 5.84% | 4.98% | 22.28% | 4 | -42.86% | - | - |
31 Dec, 14 | 15 | 15.38% | 230,026 | 3.38% | 4.73% | 22.45% | 7 | 600.00% | - | -100.00% |
30 Sep, 14 | 13 | -7.14% | 222,509 | -0.79% | 4.59% | 21.44% | 1 | -80.00% | 2 | -33.33% |
30 Jun, 14 | 14 | - | 224,276 | -1.56% | 4.63% | 20.87% | 5 | 25.00% | 3 | - |
31 Mar, 14 | 14 | 7.69% | 227,832 | 1.70% | 4.71% | 21.89% | 4 | -20.00% | 3 | - |
31 Dec, 13 | 13 | - | 224,021 | -1.10% | 4.64% | 20.76% | 5 | -16.67% | 3 | 200.00% |
30 Sep, 13 | 13 | 18.18% | 226,513 | -2.48% | 4.73% | 20.16% | 6 | - | 1 | -50.00% |
30 Jun, 13 | 11 | 83.33% | 232,264 | 239.82% | 4.84% | 238.79% | 6 | 500.00% | 2 | - |
31 Mar, 13 | 6 | -14.29% | 68,350 | -67.98% | 1.42% | 7.35% | 1 | - | - | - |
31 Dec, 12 | 7 | - | 213,450 | - | 4.40% | 22.46% | - | -100.00% | - | - |
30 Sep, 12 | 7 | - | 213,450 | 5.45% | 4.43% | 25.64% | 2 | - | - | -100.00% |
30 Jun, 12 | 7 | - | 202,421 | -3.17% | 4.16% | 22.71% | 2 | - | 1 | - |
31 Mar, 12 | 7 | - | 209,050 | -0.29% | 4.28% | 23.30% | 2 | - | 1 | - |
31 Dec, 11 | 7 | 16.67% | 209,650 | -1.16% | 4.28% | 22.80% | 2 | -33.33% | - | - |
30 Sep, 11 | 6 | - | 212,100 | 6.85% | 4.33% | 26.34% | 3 | - | - | - |
30 Jun, 11 | 6 | 20.00% | 198,500 | 7.72% | 4.06% | 28.60% | 3 | -25.00% | - | - |
31 Mar, 11 | 5 | - | 184,270 | 4.36% | 3.77% | 28.89% | 4 | 33.33% | - | - |
31 Dec, 10 | 5 | 25.00% | 176,570 | 13.21% | 3.61% | 35.51% | 3 | 50.00% | - | - |
30 Sep, 10 | 4 | 33.33% | 155,970 | 4.82% | 3.19% | 34.42% | 2 | 100.00% | - | - |
30 Jun, 10 | 3 | 50.00% | 148,801 | 451.11% | 3.04% | 997.85% | 1 | -50.00% | - | - |
31 Mar, 10 | 2 | - | 27,000 | - | 0.55% | - | 2 | - | - | - |
30 Sep, 09 | 2 | 100.00% | 96,100 | 1989.13% | 1.97% | 21976.66% | 1 | - | - | - |
30 Jun, 09 | 1 | - | 4,600 | - | 0.09% | - | 1 | - | - | - |
30 Sep, 08 | 1 | - | 3,100 | - | 0.06% | 1560.63% | - | - | - | - |
30 Jun, 08 | 1 | - | 3,100 | - | 0.06% | 1557.72% | - | -100.00% | - | - |
31 Mar, 08 | 1 | - | 3,100 | 520.00% | 0.06% | 59390.38% | 1 | - | - | - |
31 Dec, 07 | 1 | - | 500 | - | 0.01% | 9589.42% | - | - | - | - |
30 Sep, 07 | 1 | - | 500 | - | 0.01% | 9615.38% | - | - | - | - |
30 Jun, 07 | 1 | - | 500 | - | 0.01% | 9604.81% | - | - | - | - |
31 Mar, 07 | 1 | -50.00% | 500 | -61.54% | 0.01% | 1519.47% | - | - | - | - |
31 Dec, 06 | 2 | - | 1,300 | - | 0.03% | 3537.13% | - | -100.00% | - | - |
30 Sep, 06 | 2 | - | 1,300 | - | 0.03% | - | 2 | - | - | - |
30 Mar, 06 | 1 | - | 800 | - | 0.02% | - | 1 | - | - | - |
30 Sep, 03 | 1 | - | 1,265 | 154.02% | 0.03% | 22884.68% | 1 | - | - | - |
30 Jun, 03 | 1 | - | 498 | - | 0.01% | - | 1 | - | - | - |
30 Jun, 02 | 1 | - | 5,774 | - | 0.13% | 772.93% | - | -100.00% | - | - |
31 Mar, 02 | 1 | - | 5,774 | - | 0.13% | - | 1 | - | - | - |
Willamette Valley Vineyards Insider Shareholders Trades
Open Market Insider Trades
Open Market Insider Buys
Insider Sells
All Insider Owners Trades
The last insider sell of Willamette Valley Vineyards's stock was made by BERNAU JAMES W on Oct 12 2021, selling 14,330 shares at $12.77 per share (valued at $182.99K). The last insider buy of WVVI was made by TUREL STANLEY G on Jul 16 2024, buying 960 shares at $3.85 per share (worth $3.70K).
Willamette Valley Vineyards Insider Ownership Trends
All Insider Trades Trend
Date | Buy | Sell | Buy/Sell Ratio |
---|---|---|---|
Q3 2024 | 2 | - | - |
Q2 2024 | 1 | - | - |
Q2 2023 | 2 | - | - |
Q3 2022 | - | - | - |
Q4 2021 | - | 2 | - |
Q3 2021 | - | 6 | - |
Q2 2021 | - | 13 | - |
Q1 2021 | 8 | - | - |
Q1 2020 | 1 | - | - |
Q3 2019 | - | - | - |
Q2 2019 | - | 13 | - |
Q3 2018 | 1 | 29 | 3.45% |
Q2 2018 | 1 | 13 | 7.69% |
Q1 2018 | - | 8 | - |
Q4 2017 | - | 15 | - |
Q3 2017 | 3 | 15 | 20.00% |
Q2 2017 | - | 2 | - |
Q1 2017 | 1 | 1 | 100.00% |
Q4 2016 | 3 | - | - |
Q3 2016 | - | 22 | - |
2 total buy trades, and 0 total sell trades (buy/sell ratio of 0%) were made by Willamette Valley Vineyards's insiders, as of Q3 2024.
Open Market Insider Trades Trend
Date | Buy | Sell | Buy/Sell Ratio |
---|---|---|---|
Q3 2024 | 2 | - | - |
Q2 2024 | 1 | - | - |
Q2 2023 | 2 | - | - |
Q3 2022 | - | - | - |
Q4 2021 | - | 2 | - |
Q3 2021 | - | 6 | - |
Q2 2021 | - | 13 | - |
Q1 2021 | 8 | - | - |
Q1 2020 | 1 | - | - |
Q3 2019 | - | - | - |
Q2 2019 | - | 13 | - |
Q3 2018 | 1 | 29 | 3.45% |
Q2 2018 | 1 | 13 | 7.69% |
Q1 2018 | - | 8 | - |
Q4 2017 | - | 15 | - |
Q3 2017 | 3 | 15 | 20.00% |
Q2 2017 | - | 2 | - |
Q1 2017 | - | - | - |
Q4 2016 | 3 | - | - |
Q3 2016 | - | 22 | - |
As of Q3 2024, Insider owners conducted 2 open market buy trades and 0 open market sell trades of Willamette Valley Vineyards's stocks.
WVVI Ownership FAQ
Who Owns Willamette Valley Vineyards?
Willamette Valley Vineyards is owned by institutional shareholders (3.92%), insiders (22.88%), and public (73.20%). The largest institutional shareholder of Willamette Valley Vineyards is VANGUARD GROUP INC (4.53% of total shares) and the top mutual fund owner is TETON WESTWOOD FUNDS (0.04% of total shares).
Who are the major institutional shareholders of Willamette Valley Vineyards?
Willamette Valley Vineyards's major institutional shareholders are VANGUARD GROUP INC, RENAISSANCE TECHNOLOGIES LLC, GEODE CAPITAL MANAGEMENT, LLC, DIMENSIONAL FUND ADVISORS LP, and TETON ADVISORS, INC.. The top five shareholders own together 7.96% of the company's share outstanding.
How many Willamette Valley Vineyards shareholders are there?
As of Jun 2024, there are 15 institutional shareholders of Willamette Valley Vineyards.
What percentage of Willamette Valley Vineyards is owned by VANGUARD GROUP INC?
VANGUARD GROUP INC owns 224.81K shares of Willamette Valley Vineyards, representing 4.53% of the company's total shares outstanding, valued at $883.51K (as of Jun 2024).
What percentage of Willamette Valley Vineyards is owned by RENAISSANCE TECHNOLOGIES LLC?
As of Jun 2024, RENAISSANCE TECHNOLOGIES LLC holds 79.95K shares of Willamette Valley Vineyards (WVVI), compromising 1.61% of the company, valued at $314.21K.
What percentage of Willamette Valley Vineyards is owned by GEODE CAPITAL MANAGEMENT, LLC?
GEODE CAPITAL MANAGEMENT, LLC is the third largest holder of Willamette Valley Vineyards. The company owns 33.85K of the company's shares outstanding (worth $133.09K).