Latest Institutional Purchases of Duckhorn Portfolio, Inc. (NAPA)
This list provides information on the latest institutional transactions involving Duckhorn Portfolio, Inc. (NAPA) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 08, 2024
Q3 2024
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
14.9KNew |
$82.6K - $114K
|
14.9K
$165K
|
|
|
Nov 04, 2024
Q3 2024
|
Entropy Technologies, LP
New York, NY |
BUY
|
- |
14.8K+ 117.01% |
$82.3K - $113K
|
27.4K
$304K
|
|
|
Oct 16, 2024
Q3 2024
|
N Verses Capital, LLC
Wellington, FL |
BUY
|
- |
13.3K+ 458.62% |
$73.9K - $102K
|
16.2K
$180K
|
|
|
Nov 15, 2024
Q3 2024
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
BUY
|
- |
12.7KNew |
$70.6K - $97.2K
|
12.7K
$141K
|
|
|
Nov 05, 2024
Q3 2024
|
Barnett & Company, Inc.
|
BUY
|
- |
12.5KNew |
$69.5K - $95.8K
|
12.5K
$139K
|
|
|
Nov 12, 2024
Q3 2024
|
First Eagle Investment Management, LLC
|
BUY
|
- |
11.8K+ 3.13% |
$65.6K - $90.4K
|
389K
$4.32M
|
|
|
Nov 14, 2024
Q3 2024
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
BUY
|
- |
11.2KNew |
$62.5K - $86.1K
|
11.2K
$125K
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
10.4KNew |
$57.7K - $79.5K
|
10.4K
$115K
|
|
|
Nov 14, 2024
Q3 2024
|
State Street Corp
Boston, MA |
BUY
|
- |
10.1K+ 0.9% |
$56.3K - $77.5K
|
1.13M
$12.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Pro Share Advisors LLC
|
BUY
|
- |
10KNew |
$55.8K - $76.9K
|
10K
$111K
|
|
|
Nov 14, 2024
Q3 2024
|
Isthmus Partners, LLC
Madison, WI |
BUY
|
- |
9.94K+ 39.3% |
$55.3K - $76.1K
|
35.2K
$391K
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
9.49K+ 16.02% |
$52.7K - $72.7K
|
68.7K
$762K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
7.65K+ 42.43% |
$42.6K - $58.6K
|
25.7K
$285K
|
|
|
Oct 24, 2024
Q3 2024
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
5.29KNew |
$29.4K - $40.6K
|
5.29K
$58.7K
|
|
|
Nov 14, 2024
Q3 2024
|
Bridgefront Capital, LLC
Austin, TX |
BUY
|
- |
4.03K+ 24.06% |
$22.4K - $30.9K
|
20.8K
$231K
|
|
|
Oct 28, 2024
Q3 2024
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
3.5K+ 233.33% |
$19.5K - $26.8K
|
5K
$55.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Point72 Hong Kong LTD
Hong Kong, K3 |
BUY
|
- |
3.04KNew |
$16.9K - $23.3K
|
3.04K
$33.7K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
2.54K+ 309.51% |
$14.1K - $19.4K
|
3.36K
$37.2K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2.36K+ 6.9% |
$13.1K - $18.1K
|
36.6K
$405K
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
2.3K+ 1205.76% |
$12.8K - $17.6K
|
2.49K
$27.7K
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.9K+ 25.74% |
$10.6K - $14.6K
|
9.28K
$103K
|
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.79K+ 3.6% |
$9.96K - $13.7K
|
51.6K
$572K
|
|
|
Nov 12, 2024
Q3 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
1.64K+ 2.05% |
$9.11K - $12.6K
|
81.5K
$904K
|
|
|
Nov 14, 2024
Q3 2024
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
BUY
|
- |
1.52K+ 5.51% |
$8.47K - $11.7K
|
29.2K
$324K
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
PUT |
1K+ 4.1% |
$5.56K - $7.66K
|
25.4K
$282K
|
|
|
Nov 13, 2024
Q3 2024
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
BUY
|
- |
755New |
$4.2K - $5.78K
|
755
$8.37K
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
704New |
$3.91K - $5.39K
|
704
$7.81K
|
|
|
Nov 14, 2024
Q3 2024
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
647New |
$3.6K - $4.96K
|
647
$7.18K
|
|
|
Oct 29, 2024
Q3 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
632New |
$3.51K - $4.84K
|
632
$7.01K
|
|
|
Nov 14, 2024
Q3 2024
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
602+ 1.25% |
$3.35K - $4.61K
|
48.9K
$542K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
553+ 189.38% |
$3.07K - $4.24K
|
845
$9.37K
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
400New |
$2.22K - $3.06K
|
400
$4.44K
|
|
|
Nov 13, 2024
Q3 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
342+ 8.97% |
$1.9K - $2.62K
|
4.15K
$46.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
332+ 1.99% |
$1.85K - $2.54K
|
17K
$189K
|
|
|
Nov 12, 2024
Q3 2024
|
Arizona State Retirement System
|
BUY
|
- |
281+ 1.93% |
$1.56K - $2.15K
|
14.8K
$164K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambiar Investors LLC
|
BUY
|
- |
207+ 0.11% |
$1.15K - $1.59K
|
197K
$2.18M
|
|
|
Nov 12, 2024
Q3 2024
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
169New |
$940 - $1.29K
|
169
$1.87K
|
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
161New |
$895 - $1.23K
|
161
$1.79K
|
|
|
Oct 29, 2024
Q3 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
115+ 77.7% |
$639 - $881
|
263
$2.92K
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
112New |
$623 - $858
|
112
$1.24K
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
99+ 8.59% |
$550 - $758
|
1.25K
$13.9K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
89New |
$495 - $682
|
89
$987
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
47+ 0.47% |
$261 - $360
|
10.1K
$112K
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
20New |
$111 - $153
|
20
$222
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Invenomic Capital Management LP
Boston, MA |
BUY
|
- |
442KNew |
$3.09M - $4.06M
|
442K
$4.9M
|
|
|
Aug 12, 2024
Q2 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
103KNew |
$717K - $942K
|
103K
$1.14M
|
|
|
Aug 09, 2024
Q2 2024
|
Massachusetts Financial Services CO
Boston, MA |
BUY
|
- |
98K+ 2.63% |
$685K - $901K
|
3.83M
$42.5M
|
|
|
Aug 09, 2024
Q2 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
46.2K+ 57.51% |
$323K - $425K
|
127K
$1.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Mcmorgan & CO LLC
San Francisco, CA |
BUY
|
- |
21.4K+ 9.35% |
$150K - $197K
|
251K
$2.78M
|
|