Purchases and Sales Made in Q1 2021 in Duckhorn Portfolio, Inc. (NAPA)
This table provides information about the institutional ownership of Duckhorn Portfolio, Inc. (NAPA) during Q1 2021. The information is specifically focused on institutions that hold shares of Duckhorn Portfolio, Inc..
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 23, 2021
Q1 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
560New |
$9.4K - $11.1K
|
560
$3.87K
|
|
Jun 17, 2021
Q1 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
346New |
$5.81K - $6.84K
|
346
$2.39K
|
|
Apr 30, 2021
Q1 2021
|
Trustcore Financial Services, LLC
|
BUY
|
- |
110New |
$1.85K - $2.18K
|
110
$760
|
|
May 03, 2021
Q1 2021
|
Sandy Spring Bank
|
BUY
|
- |
100New |
$1.68K - $1.98K
|
100
$691
|
|
Apr 23, 2021
Q1 2021
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
60New |
$1.01K - $1.19K
|
60
$415
|
|
Apr 14, 2021
Q1 2021
|
Rba Wealth Management, LLC
|
BUY
|
- |
55New |
$923 - $1.09K
|
55
$380
|
|
May 13, 2021
Q1 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|