Latest Institutional Transactions on Crimson Wine Group, LTD (CWGL)
This table provides information on the latest institutional transactions involving Crimson Wine Group, LTD (CWGL) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
29.8K+ 2.08% |
$172K - $202K
|
1.46M
$9.63M
|
|
|
Nov 13, 2024
Q3 2024
|
Beck Mack & Oliver LLC
New York, NY |
SELL
|
- |
-40.2K- 2.3% |
$232K - $273K
|
1.71M
$11.3M
|
|
|
Oct 15, 2024
Q3 2024
|
Lawson Kroeker Investment Management Inc
|
SELL
|
- |
-17.7K- 5.59% |
$102K - $120K
|
299K
$1.97M
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Staley Capital Advisers Inc
|
SELL
|
- |
-12.4K- 53.91% |
$72.7K - $86.3K
|
10.6K
$70K
|
|
|
Nov 13, 2023
Q3 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
120New |
$703 - $835
|
120
$792
|
|
| Q1 2023 | |||||||
|
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
2.7KNew |
$15.1K - $16.7K
|
2.7K
$17.8K
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Price Jennifer C.
New York, NY |
BUY
|
- |
1.14MNew |
$7.85M - $9.52M
|
1.14M
$7.54M
|
|
|
Aug 02, 2022
Q2 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
7New |
$48.1 - $58.3
|
7
$46.2
|
|
|
Jul 07, 2022
Q2 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
100New |
$687 - $833
|
100
$660
|
|
| Q3 2021 | |||||||
|
Nov 12, 2021
Q3 2021
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-6.2KClosed |
$52.7K - $59.2K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 16, 2021
Q4 2020
|
Gilder Gagnon Howe & CO LLC
New York, NY |
SELL
|
- |
-18KClosed |
$85.3K - $99K
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Kelly Lawrence W & Associates Inc
Pasadena, CA |
SELL
|
- |
-20KClosed |
$94.8K - $110K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 17, 2020
Q3 2020
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.2K- 85.57% |
$5.88K - $7.04K
|
202
$1.33K
|
|
| Q1 2020 | |||||||
|
May 26, 2020
Q1 2020
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-12Closed |
$61.2 - $94.6
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Cbiz Investment Advisory Services, LLC
|
SELL
|
- |
-10Closed |
$51 - $78.8
|
0
$0
|
|
|
May 04, 2020
Q1 2020
|
Victory Capital Management Inc
|
SELL
|
- |
-22- 0.78% |
$112 - $173
|
2.8K
$18.5K
|
|
|
Apr 13, 2020
Q1 2020
|
Menlo Advisors LLC
|
SELL
|
- |
-12KClosed |
$61.1K - $94.4K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Jan 27, 2020
Q4 2019
|
Everett Harris & CO
|
SELL
|
- |
-10.2KClosed |
$69K - $75.3K
|
0
$0
|
|
|
Jan 23, 2020
Q4 2019
|
Karpas Strategies, LLC
|
SELL
|
- |
-13.8KClosed |
$93.4K - $102K
|
0
$0
|
|
| Q3 2019 | |||||||
|
Nov 01, 2019
Q3 2019
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-800Closed |
$5.7K - $6.54K
|
0
$0
|
|
| Q2 2019 | |||||||
|
Aug 14, 2019
Q2 2019
|
Kennedy Capital Management, Inc.
St Louis, MO |
SELL
|
- |
-174KClosed |
$1.28M - $1.52M
|
0
$0
|
|
|
Aug 09, 2019
Q2 2019
|
Isthmus Partners, LLC
Madison, WI |
SELL
|
- |
-49.5KClosed |
$363K - $431K
|
0
$0
|
|
|
Aug 09, 2019
Q2 2019
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-23Closed |
$168 - $200
|
0
$0
|
|
|
Jul 15, 2019
Q2 2019
|
Edge Wealth Management LLC
|
SELL
|
- |
-70Closed |
$512 - $609
|
0
$0
|
|
| Q1 2019 | |||||||
|
May 13, 2019
Q1 2019
|
Marquette Asset Management, LLC
|
SELL
|
- |
-39.6KClosed |
$310K - $347K
|
0
$0
|
|
|
May 13, 2019
Q1 2019
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-771KClosed |
$6.04M - $6.75M
|
0
$0
|
|
|
Apr 26, 2019
Q1 2019
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-150Closed |
$1.17K - $1.31K
|
0
$0
|
|
| Q3 2018 | |||||||
|
Nov 13, 2018
Q3 2018
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-1.19KClosed |
$10.4K - $11K
|
0
$0
|
|
| Q1 2018 | |||||||
|
Apr 10, 2018
Q1 2018
|
Tower View Investment Management & Research LLC
|
SELL
|
- |
-91KClosed |
$821K - $969K
|
0
$0
|
|
|
Apr 04, 2018
Q1 2018
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-200Closed |
$1.8K - $2.13K
|
0
$0
|
|
| Q4 2017 | |||||||
|
Feb 15, 2018
Q4 2017
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-180Closed |
$1.71K - $1.98K
|
0
$0
|
|
| Q3 2017 | |||||||
|
Nov 09, 2017
Q3 2017
|
Quantum Capital Management, LLC
Northfield, NJ |
BUY
|
- |
10New |
$103 - $112
|
10
$66
|
|