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Willamette Valley Vineyards (WVVI) Institutional Ownership

Willamette Valley Vineyards logo
$3.26 -0.01 (-0.31%)
(As of 11/20/2024 ET)

Institutional Ownership Changes (13F Filings) for Willamette Valley Vineyards (NASDAQ:WVVI)

Current
Institutional Ownership
Percentage
12.24%
Number of
Institutional Buyers
(last 12 months)
0
Number of
Institutional Sellers
(last 12 months)
1
Total
Institutional Outflows
(last 12 months)
$14.31K
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WVVI Institutional Buying and Selling by Quarter

Willamette Valley Vineyards Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/9/2024 Dimensional Fund Advisors LP33,684$132K0.0%-9.8%0.679%
8/1/2022 James Investment Research Inc.12,921$81K0.0%+63.1%0.392%
4/29/2022 Navellier & Associates Inc.12,751$115K0.0%+15.8%0.257%
2/14/2022 Navellier & Associates Inc.11,015$95K0.0%N/A0.222%
2/3/2022 Advisor Group Holdings Inc.12,916$112K0.0%+65.9%0.260%
11/17/2021Colony Group LLC22,921$291K0.0%N/A0.462%
11/12/2021 Renaissance Technologies LLC128,585$1.63M0.0%-15.0%2.592%
11/10/2021 O Shaughnessy Asset Management LLC11,935$152K0.0%+23.0%0.241%
11/5/2021 Advisor Group Holdings Inc.7,785$99K0.0%-10.8%0.157%
10/19/2021 Next Capital Management LLC54,800$697K0.5%N/A1.105%
8/16/2021 State Street Corp13,512$185K0.0%N/A0.272%
8/13/2021 Geode Capital Management LLC25,662$351K0.0%N/A0.517%
8/13/2021 Vanguard Group Inc.183,714$2.51M0.0%+147.4%3.704%
8/12/2021 Dimensional Fund Advisors LP41,417$567K0.0%+206.5%0.835%
8/9/2021 O Shaughnessy Asset Management LLC9,705$133K0.0%N/A0.196%
8/2/2021 Advisor Group Holdings Inc.8,729$119K0.0%+384.9%0.176%
8/1/2021 Clearview Wealth Advisors LLC15,674$214K0.1%-27.7%0.316%
5/21/2021 Citadel Advisors LLC10,191$92K0.0%N/A0.205%
5/18/2021 Citadel Advisors LLC10,191$92K0.0%N/A0.205%
5/14/2021 Dimensional Fund Advisors LP13,513$122K0.0%+16.4%0.272%
5/13/2021 Renaissance Technologies LLC151,403$1.37M0.0%+20.1%3.052%
5/12/2021 UBS Group AG3,413$31K0.0%+349.1%0.069%
5/6/2021 Clearview Wealth Advisors LLC21,674$196K0.1%-39.2%0.437%
4/30/2021 Next Capital Management LLC54,800$496K0.3%-2.4%1.105%
2/10/2021 Renaissance Technologies LLC126,047$803K0.0%+12.5%2.541%
1/21/2021 Clearview Wealth Advisors LLC35,674$227K0.2%N/A0.719%
11/13/2020 Morgan Stanley5,950$37K0.0%+38.4%0.120%
(Data available from 1/1/2016 forward)

WVVI Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of WVVI shares?

During the previous two years, the following institutional investors and hedge funds held shares of Willamette Valley Vineyards shares: Dimensional Fund Advisors LP ($132K).Learn more on WVVI's institutional investors.

What percentage of Willamette Valley Vineyards stock is owned by institutional investors?

12.24% of Willamette Valley Vineyards stock is owned by institutional investors. Learn more on WVVI's institutional investor holdings.

Which Willamette Valley Vineyards major shareholders have been selling company stock?

The following institutional investors have sold Willamette Valley Vineyards stock in the last 24 months: Dimensional Fund Advisors LP ($3.64K).

How much institutional selling is happening at Willamette Valley Vineyards?

Institutional investors have sold a total of 3,640 shares in the last 24 months. This volume of shares sold represents approximately $14.31K in transactions.



This page (NASDAQ:WVVI) was last updated on 11/21/2024 by MarketBeat.com Staff
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