Latest Institutional Transactions on Duckhorn Portfolio, Inc. (NAPA)
This table provides information on the latest institutional transactions involving Duckhorn Portfolio, Inc. (NAPA) 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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2021
Q2 2021
|
Amtrust Financial Services, Inc.
New York, NY |
SELL
|
- |
-10KClosed |
$164K - $240K
|
0
$0
|
|
|
Aug 12, 2021
Q2 2021
|
Monashee Investment Management LLC
Boston, MA |
SELL
|
- |
-350KClosed |
$5.74M - $8.4M
|
0
$0
|
|
|
Jul 22, 2021
Q2 2021
|
Rba Wealth Management, LLC
|
SELL
|
- |
-55Closed |
$903 - $1.32K
|
0
$0
|
|
|
Jul 08, 2021
Q2 2021
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-346Closed |
$5.68K - $8.31K
|
0
$0
|
|
| Q1 2021 | |||||||
|
Aug 30, 2024
Q1 2021
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
900New |
$15.1K - $17.8K
|
900
$9.98K
|
|
|
May 14, 2021
Q1 2021
|
Ubs Oconnor LLC
Chicago, IL |
BUY
|
- |
17.5KNew |
$294K - $347K
|
17.5K
$194K
|
|
|
May 03, 2021
Q1 2021
|
Sandy Spring Bank
|
BUY
|
- |
100New |
$1.68K - $1.98K
|
100
$1.11K
|
|
|
Apr 30, 2021
Q1 2021
|
Trustcore Financial Services, LLC
|
BUY
|
- |
110New |
$1.85K - $2.18K
|
110
$1.22K
|
|