Who owns VINTAGE WINE ESTATES INC?

Tip: Access positions for across all investors

Analyze quarterly positions in Vintage Wine Estates with up to 7 years of data, all consolidated into one spreadsheet

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Top investors of Vintage Wine Estates stock

Who bought or sold VINTAGE WINE ESTATES INC this quarter?

Fund or Company Name Shares Held Valued At Change in Shares As Of Actions
Daniel D. Thurber 3.2M $1.1M -40% Mar 2024
 View chart
Vanguard Group 1.8M $636k 0% Mar 2024
 View chart
Paradice Investment Management 1.7M $621k -26% Mar 2024
 View chart
Alberta Investment Management Corporation 613k $308k 0% Dec 2023
 View chart
BlackRock 259k $93k -8% Mar 2024
 View chart
Geode Capital Management 257k $93k -2% Mar 2024
 View chart
Bridgeway Capital Management 250k $90k 0% Mar 2024
 View chart
Next Capital Management 100k $50k 0% Dec 2023
 View chart
U.S. Capital Wealth Advisors 67k $24k 0% Mar 2024
 View chart
Millennium Management 58k $21k -13% Mar 2024
 View chart
EMC Capital Management 58k $29k 0% Dec 2023
 View chart
Northern Trust 52k $19k 45% Mar 2024
 View chart
Stephens 42k $15k -20% Mar 2024
 View chart
Stifel Financial 40k $14k -1% Mar 2024
 View chart
Charles Schwab Investment Management 30k $11k 0% Mar 2024
 View chart
Susquehanna International 30k $11k 12% Mar 2024
 View chart
Tower Research Capital 26k $9.3k 56% Mar 2024
 View chart
Shay Capital 26k $9.2k 13% Mar 2024
 View chart
LPL Financial 25k $8.8k 11% Mar 2024
 View chart
Barclays 22k $8.0k 0% Mar 2024
 View chart
UBS Group 21k $7.6k 100% Mar 2024
 View chart
Mariner Wealth Advisors 21k $7.4k 0% Mar 2024
 View chart
Royal Bank of Canada 19k $0 8% Mar 2024
 View chart
Morgan Stanley 16k $5.7k -17% Mar 2024
 View chart
Fortis Advisors 15k $5.4k 0% Mar 2024
 View chart
Point72 Asia 15k $5.3k 100% Mar 2024
 View chart
Engineers Gate Manager 15k $5.2k 0% Mar 2024
 View chart
TD Waterhouse Canada 13k $4.4k 0% Mar 2024
 View chart
Jane Street 13k $4.5k -64% Mar 2024
 View chart
Cambridge Investment Research Advisors 11k $4.0k 0% Mar 2024
 View chart
Hsbc Holdings 10k $5.2k 0% Dec 2023
 View chart
VERITY Wealth Advisors 10k $3.6k 0% Mar 2024
 View chart
Cooper/haims Advisors 10k $3.6k 0% Mar 2024
 View chart
AlTi Global 10k $3.6k 0% Mar 2024
 View chart
FineMark National Bank & Trust 10k $5.0k 0% Dec 2023
 View chart
Bank of America Corporation 9.1k $3.3k -17% Mar 2024
 View chart
Parallel Advisors 8.0k $2.9k 0% Mar 2024
 View chart
Jpmorgan Chase & Co 6.7k $2.4k 0% Mar 2024
 View chart
Beacon Capital Management 6.0k $2.2k 100% Mar 2024
 View chart
Federated Investors 5.7k $2.9k 16% Dec 2023
 View chart
Continuum Advisory 5.5k $1.9k 100% Mar 2024
 View chart
Wells Fargo & Company 4.3k $1.6k -46% Mar 2024
 View chart
Princeton Global Asset Management 2.0k $720.000000 0% Mar 2024
 View chart
Geneos Wealth Management 1.5k $540.000000 0% Mar 2024
 View chart
Atlantic Trust 1.4k $490.000000 100% Mar 2024
 View chart
Bank Of Montreal 1.0k $473.700500 -99% Mar 2024
 View chart
Capital Advisors 1.0k $0 100% Mar 2024
 View chart
Zrc Wealth Management 1.0k $360.000000 0% Mar 2024
 View chart
Global Retirement Partners 1.0k $360.000000 0% Mar 2024
 View chart
Hanson McClain Advisors 1.0k $360.000000 0% Mar 2024
 View chart
LGT Financial Advisors 1.0k $360.000000 0% Mar 2024
 View chart
Us Bancorp 1.0k $360.000000 100% Mar 2024
 View chart
Group One Trading 123.00 $43.997100 -87% Mar 2024
 View chart
Qube Research & Technologies 41.00 $15.001900 -99% Mar 2024
 View chart

Who sold out of Vintage Wine Estates?

Fund or Company Name Date Sold Shares Held Valued At
GSA Capital Partners Dec 2023 191k $96k
Verdence Capital Advisors Dec 2023 67k $34k
Arete Wealth Advisors Dec 2023 30k $15k
Bank of New York Mellon Dec 2023 25k $13k
Hrt Financial Dec 2023 18k $8.0k
Commonwealth Equity Services Dec 2023 13k $7.0k
CIBC Global Asset Management Sep 2023 13k $7.1k
Simplex Trading Dec 2023 5.2k $2.0k