Willamette Valley Vineyards Ownership 2024 | Who Owns Willamette Valley Vineyards Now?

Overview RevenueFinancials Chart

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

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held
Jul 16, 2024	TUREL STANLEY G	director	-	P-Purchase	Buy	960	$3.85	$3.70K	13,192
Jul 16, 2024	TUREL STANLEY G	director	-	P-Purchase	Buy	40	$3.85	$154.00	12,232
Jul 12, 2024	BERNAU JAMES W	director, officer	Chief Executive Officer	P-Purchase	Buy	1,700	$3.94	$6.70K	367,680
Jul 12, 2024	BERNAU JAMES W	director, officer	Chief Executive Officer	P-Purchase	Buy	1,278	$3.90	$4.98K	365,980
Jun 20, 2024	BERNAU JAMES W	director, officer	Chief Executive Officer	P-Purchase	Buy	2,500	$3.92	$9.80K	364,702
Jun 22, 2023	BERNAU JAMES W	director, officer	Chief Executive Officer	P-Purchase	Buy	6,588	$5.85	$38.54K	362,202
Jun 22, 2023	BERNAU JAMES W	director, officer	Chief Executive Officer	P-Purchase	Buy	112	$5.85	$655.20	355,614
Oct 12, 2021	BERNAU JAMES W	director, officer	Chief Executive Officer	S-Sale	Sell	14,330	$12.77	$182.99K	362,143
Oct 12, 2021	BERNAU JAMES W	director, officer	Chief Executive Officer	S-Sale	Sell	6,641	$13.53	$89.85K	355,502
Sep 03, 2021	BERNAU JAMES W	director, officer	Chief Executive Officer	S-Sale	Sell	4,616	$12.75	$58.85K	376,921
Sep 03, 2021	BERNAU JAMES W	director, officer	Chief Executive Officer	S-Sale	Sell	448	$12.75	$5.71K	376,473
Aug 30, 2021	BERNAU JAMES W	director, officer	Chief Executive Officer	S-Sale	Sell	4,076	$12.75	$51.97K	382,095
Aug 30, 2021	BERNAU JAMES W	director, officer	Chief Executive Officer	S-Sale	Sell	558	$12.75	$7.11K	381,537
Aug 25, 2021	BERNAU JAMES W	director, officer	Chief Executive Officer	S-Sale	Sell	2,053	$12.75	$26.18K	386,420
Aug 25, 2021	BERNAU JAMES W	director, officer	Chief Executive Officer	S-Sale	Sell	249	$12.75	$3.17K	386,171
May 28, 2021	BERNAU JAMES W	director, officer	Chief Executive Officer	S-Sale	Sell	600	$14.01	$8.41K	405,673
May 28, 2021	BERNAU JAMES W	director, officer	Chief Executive Officer	S-Sale	Sell	525	$14.00	$7.35K	405,148

Open Market Insider Buys

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held
Jul 16, 2024	TUREL STANLEY G	director	-	P-Purchase	Buy	960	$3.85	$3.70K	13,192
Jul 16, 2024	TUREL STANLEY G	director	-	P-Purchase	Buy	40	$3.85	$154.00	12,232
Jul 12, 2024	BERNAU JAMES W	director, officer	Chief Executive Officer	P-Purchase	Buy	1,700	$3.94	$6.70K	367,680
Jul 12, 2024	BERNAU JAMES W	director, officer	Chief Executive Officer	P-Purchase	Buy	1,278	$3.90	$4.98K	365,980
Jun 20, 2024	BERNAU JAMES W	director, officer	Chief Executive Officer	P-Purchase	Buy	2,500	$3.92	$9.80K	364,702
Jun 22, 2023	BERNAU JAMES W	director, officer	Chief Executive Officer	P-Purchase	Buy	6,588	$5.85	$38.54K	362,202
Jun 22, 2023	BERNAU JAMES W	director, officer	Chief Executive Officer	P-Purchase	Buy	112	$5.85	$655.20	355,614

Insider Sells

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held
Oct 12, 2021	BERNAU JAMES W	director, officer	Chief Executive Officer	S-Sale	Sell	14,330	$12.77	$182.99K	362,143
Oct 12, 2021	BERNAU JAMES W	director, officer	Chief Executive Officer	S-Sale	Sell	6,641	$13.53	$89.85K	355,502
Sep 03, 2021	BERNAU JAMES W	director, officer	Chief Executive Officer	S-Sale	Sell	4,616	$12.75	$58.85K	376,921
Sep 03, 2021	BERNAU JAMES W	director, officer	Chief Executive Officer	S-Sale	Sell	448	$12.75	$5.71K	376,473
Aug 30, 2021	BERNAU JAMES W	director, officer	Chief Executive Officer	S-Sale	Sell	4,076	$12.75	$51.97K	382,095
Aug 30, 2021	BERNAU JAMES W	director, officer	Chief Executive Officer	S-Sale	Sell	558	$12.75	$7.11K	381,537
Aug 25, 2021	BERNAU JAMES W	director, officer	Chief Executive Officer	S-Sale	Sell	2,053	$12.75	$26.18K	386,420
Aug 25, 2021	BERNAU JAMES W	director, officer	Chief Executive Officer	S-Sale	Sell	249	$12.75	$3.17K	386,171
May 28, 2021	BERNAU JAMES W	director, officer	Chief Executive Officer	S-Sale	Sell	600	$14.01	$8.41K	405,673
May 28, 2021	BERNAU JAMES W	director, officer	Chief Executive Officer	S-Sale	Sell	525	$14.00	$7.35K	405,148

All Insider Owners Trades

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held
Jul 16, 2024	TUREL STANLEY G	director	-	P-Purchase	Buy	960	$3.85	$3.70K	13,192
Jul 16, 2024	TUREL STANLEY G	director	-	P-Purchase	Buy	40	$3.85	$154.00	12,232
Jul 12, 2024	BERNAU JAMES W	director, officer	Chief Executive Officer	P-Purchase	Buy	1,700	$3.94	$6.70K	367,680
Jul 12, 2024	BERNAU JAMES W	director, officer	Chief Executive Officer	P-Purchase	Buy	1,278	$3.90	$4.98K	365,980
Jun 20, 2024	BERNAU JAMES W	director, officer	Chief Executive Officer	P-Purchase	Buy	2,500	$3.92	$9.80K	364,702
Jun 06, 2024	SPENCER ELIZABETH	director			Buy	-	-	-	-
Jun 22, 2023	BERNAU JAMES W	director, officer	Chief Executive Officer	P-Purchase	Buy	6,588	$5.85	$38.54K	362,202
Jun 22, 2023	BERNAU JAMES W	director, officer	Chief Executive Officer	P-Purchase	Buy	112	$5.85	$655.20	355,614
Aug 01, 2022	ROSE SARAH ALICE	director			Buy	-	-	-	-
Jul 25, 2022	PEPPER DAY CARA	director	-		Buy	-	-	-	2,000
Oct 12, 2021	BERNAU JAMES W	director, officer	Chief Executive Officer	S-Sale	Sell	14,330	$12.77	$182.99K	362,143
Oct 12, 2021	BERNAU JAMES W	director, officer	Chief Executive Officer	S-Sale	Sell	6,641	$13.53	$89.85K	355,502
Sep 03, 2021	BERNAU JAMES W	director, officer	Chief Executive Officer	S-Sale	Sell	4,616	$12.75	$58.85K	376,921
Sep 03, 2021	BERNAU JAMES W	director, officer	Chief Executive Officer	S-Sale	Sell	448	$12.75	$5.71K	376,473
Aug 30, 2021	BERNAU JAMES W	director, officer	Chief Executive Officer	S-Sale	Sell	4,076	$12.75	$51.97K	382,095
Aug 30, 2021	BERNAU JAMES W	director, officer	Chief Executive Officer	S-Sale	Sell	558	$12.75	$7.11K	381,537
Aug 25, 2021	BERNAU JAMES W	director, officer	Chief Executive Officer	S-Sale	Sell	2,053	$12.75	$26.18K	386,420
Aug 25, 2021	BERNAU JAMES W	director, officer	Chief Executive Officer	S-Sale	Sell	249	$12.75	$3.17K	386,171
May 28, 2021	BERNAU JAMES W	director, officer	Chief Executive Officer	S-Sale	Sell	600	$14.01	$8.41K	405,673
May 28, 2021	BERNAU JAMES W	director, officer	Chief Executive Officer	S-Sale	Sell	525	$14.00	$7.35K	405,148

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.

Willamette Valley Vineyards Peer Ownership

Ticker	Company
NAPA	The Duckhorn Portfolio, Inc.
MGPI	MGP Ingredients, Inc.
BF-B	Brown-Forman Corporation

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).