Who owns Willamette Valley Vineyards?
- Ticker: WVVI
- CUSIP Number: 969136100
Tip: Access positions for across all investors
Analyze quarterly positions in Willamette Valley Vineyards with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Willamette Valley Vineyards stock
Who bought or sold Willamette Valley Vineyards this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Vanguard Group | 225k | $1.2M | 0% | Mar 2024 |
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| Next Capital Management | 55k | $290k | 0% | Dec 2023 |
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| Dimensional Fund Advisors | 37k | $187k | 0% | Mar 2024 |
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| Geode Capital Management | 28k | $140k | 0% | Mar 2024 |
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| Creative Planning | 16k | $78k | 0% | Mar 2024 |
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| Clearview Wealth Advisors | 16k | $78k | 0% | Mar 2024 |
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| Susquehanna International | 13k | $65k | 100% | Mar 2024 |
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| James Investment Research | 13k | $68k | 0% | Mar 2024 |
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| Goss Wealth Management | 13k | $68k | 0% | Mar 2024 |
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| T. Rowe Price Associates | 11k | $55k | 0% | Mar 2024 |
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| BlackRock | 11k | $56k | -10% | Mar 2024 |
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| Morgan Stanley | 8.6k | $45k | 16% | Mar 2024 |
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| Us Bancorp | 2.7k | $14k | 0% | Mar 2024 |
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| Wells Fargo & Company | 2.2k | $12k | -11% | Mar 2024 |
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| Tower Research Capital | 2.0k | $11k | 7% | Mar 2024 |
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| Advisor Group Holdings | 2.0k | $10k | 34% | Mar 2024 |
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| Bank of America Corporation | 1.6k | $8.0k | 0% | Mar 2024 |
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| Steward Partners Investment Advisory | 1.1k | $5.8k | 37% | Mar 2024 |
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| National Bank Of Canada /fi/ | 1.0k | $5.3k | 0% | Dec 2023 |
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| Clarity Asset Management | 700.00 | $3.7k | 0% | Mar 2024 |
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| UBS Group | 432.00 | $2.3k | 100% | Mar 2024 |
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| Royal Bank of Canada | 317.00 | $1.5k | 19% | Mar 2024 |
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| Northwestern Mutual Wealth Management Company | 315.00 | $1.7k | 0% | Mar 2024 |
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| Parallel Advisors | 300.00 | $1.5k | 0% | Mar 2024 |
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| Hanson McClain Advisors | 297.00 | $1.5k | 0% | Mar 2024 |
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| Wolff Wiese Magana | 144.00 | $722.001600 | 0% | Mar 2024 |
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| Atlantic Edge Private Wealth Management | 100.00 | $501.000000 | 0% | Mar 2024 |
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| SRS Capital Advisors | 100.00 | $530.000000 | 0% | Dec 2023 |
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| Jpmorgan Chase & Co | 9.00 | $45.000000 | 50% | Mar 2024 |
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| CWM | 6.00 | $0 | 0% | Mar 2024 |
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Who sold out of Willamette Valley Vineyards?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Advisory Services Network | Dec 2023 | 49.00 | $262.997700 |