Purchases and Sales Made in Q2 2022 in Duckhorn Portfolio, Inc. (NAPA)

NAPA Quotes by TradingView

This table provides information about the institutional ownership of Duckhorn Portfolio, Inc. (NAPA) during Q2 2022. 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
Jul 08, 2022 Q2 2022
Nkcfo LLC

BUY
 -
4.7K
New
$86.5K - $102K
4.7K $51.7K
Aug 22, 2022 Q2 2022
Legal & General Group PLC

London, X0
BUY
 -
3.69K
+ 35.93%
$67.9K - $79.6K
13.9K $153K
Aug 12, 2022 Q2 2022
B. Metzler Seel. Sohn & Co. Ag

Frankfurt, 2M
BUY
 -
3.51K
+ 7.78%
$64.7K - $75.9K
48.6K $535K
Aug 11, 2022 Q2 2022
Rhumbline Advisers

Boston, MA
BUY
 -
2.81K
+ 7.23%
$51.8K - $60.7K
41.7K $458K
Aug 10, 2022 Q2 2022
Citigroup Inc

BUY
 -
2.39K
+ 102.97%
$44K - $51.7K
4.72K $51.8K
Aug 11, 2023 Q2 2022
Manufacturers Life Insurance Company, The

Toronto, A6
BUY
 -
1.56K
+ 11.05%
$28.7K - $33.7K
15.7K $172K
Aug 15, 2022 Q2 2022
Manufacturers Life Insurance Company, The

Toronto, A6
BUY
 -
1.56K
+ 11.05%
$28.7K - $33.7K
15.7K $172K
Aug 11, 2022 Q2 2022
Hsbc Holdings PLC

London, X0
BUY
 -
1.32K
+ 6.48%
$24.2K - $28.4K
21.6K $237K
Aug 15, 2022 Q2 2022
Invesco Ltd.

Atlanta, GA
BUY
 -
779
+ 5.63%
$14.3K - $16.8K
14.6K $161K
Sep 13, 2022 Q2 2022
Brown Advisory Inc

BUY
 -
679
+ 6.48%
$12.5K - $14.7K
11.2K $123K
Aug 15, 2022 Q2 2022
Amalgamated Bank

New York, NY
BUY
 -
439
+ 8.22%
$8.08K - $9.48K
5.78K $63.5K
Aug 16, 2022 Q2 2022
Captrust Financial Advisors

Raleigh, NC
BUY
 -
373
+ 4.28%
$6.87K - $8.06K
9.09K $99.9K
Aug 15, 2022 Q2 2022
Tower Research Capital LLC (Trc)

New York, NY
BUY
 -
373
+ 17.27%
$6.87K - $8.06K
2.53K $27.8K
Sep 06, 2022 Q2 2022
Ifp Advisors, Inc

BUY
 -
277
New
$5.1K - $5.98K
277 $3.04K
Aug 12, 2022 Q2 2022
Benjamin F. Edwards & Company, Inc.

St. Louis, MO
BUY
 -
250
New
$4.6K - $5.4K
250 $2.75K
Aug 15, 2022 Q2 2022
Southeast Asset Advisors Inc.

Thomasville, GA
BUY
 -
169
+ 0.59%
$3.11K - $3.65K
28.7K $316K
Jul 22, 2022 Q2 2022
Spire Wealth Management

BUY
 -
100
New
$1.84K - $2.16K
100 $1.1K
Aug 02, 2022 Q2 2022
First Horizon Advisors, Inc.

BUY
 -
47
New
$865 - $1.02K
47 $517
Aug 10, 2022 Q2 2022
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
45
+ 0.31%
$828 - $972
14.4K $159K
Aug 12, 2022 Q2 2022
Nomura Asset Management CO LTD

Tokyo, M0
BUY
 -
0
New
$0 - $0
0 $0
Aug 12, 2022 Q2 2022
Wellington Shields & Co., LLC

New York, NY
SELL
 -
-2
- -0.0%
$36.8 - $43.2
99.6K $1.09M
Aug 10, 2022 Q2 2022
Covestor LTD

Boston, MA
SELL
 -
-5
- 22.73%
$92.1 - $108
17 $187
Jul 28, 2022 Q2 2022
Cwm, LLC

SELL
 -
-5
- 4.63%
$92.1 - $108
103 $1.13K
Aug 01, 2022 Q2 2022
Ever Source Wealth Advisors, LLC

SELL
 -
-33
Closed
$608 - $713
0 $0
Aug 03, 2022 Q2 2022
Simplex Trading, LLC

SELL
 -
-46
- 21.7%
$847 - $994
166 $1.82K
Jul 12, 2022 Q2 2022
Koshinski Asset Management, Inc.

SELL
 -
-66
Closed
$1.22K - $1.43K
0 $0
Aug 23, 2022 Q2 2022
Captrust Financial Advisors

Raleigh, NC
SELL
 -
-84
- 0.92%
$1.55K - $1.81K
9.01K $99K
Aug 11, 2022 Q2 2022
Franklin Resources Inc

San Mateo, CA
SELL
 -
-126
- 0.56%
$2.32K - $2.72K
22.3K $245K
Jul 27, 2022 Q2 2022
De Dora Capital, Inc.

SELL
 -
-275
Closed
$5.06K - $5.94K
0 $0
Aug 12, 2022 Q2 2022
Ifp Advisors, Inc

SELL
 -
-277
Closed
$5.1K - $5.98K
0 $0
Aug 12, 2022 Q2 2022
Raymond James & Associates

St Petersburg, FL
SELL
 -
-351
- 1.38%
$6.46K - $7.58K
25K $275K
Aug 12, 2022 Q2 2022
American International Group, Inc.

New York, NY
SELL
 -
-519
- 2.91%
$9.55K - $11.2K
17.3K $190K
Aug 15, 2022 Q2 2022
Point72 Hong Kong LTD

Hong Kong, K3
SELL
 -
-1.24K
Closed
$22.9K - $26.8K
0 $0
Aug 15, 2022 Q2 2022
Toroso Investments, LLC

Massapequa, NY
SELL
 -
-1.96K
- 16.85%
$36.1K - $42.4K
9.68K $106K
Aug 11, 2022 Q2 2022
Deutsche Bank Ag\

Frankfurt Am Main, 2M
SELL
 -
-2.07K
- 10.07%
$38.1K - $44.7K
18.5K $203K
Aug 12, 2022 Q2 2022
Wellington Shields Capital Management, LLC

New York, NY
SELL
 -
-2.35K
- 1.25%
$43.2K - $50.7K
186K $2.04M
Aug 09, 2022 Q2 2022
Jump Financial, LLC

Chicago, IL
SELL
 -
-3.18K
- 14.84%
$58.5K - $68.7K
18.3K $201K
Aug 12, 2022 Q2 2022
Barclays PLC

London, X0
SELL
 -
-4.1K
- 68.88%
$75.6K - $88.6K
1.85K $20.4K
Aug 10, 2022 Q2 2022
Ubs Group Ag

SELL
 -
-4.33K
- 64.19%
$79.8K - $93.6K
2.42K $26.6K
Aug 15, 2022 Q2 2022
Charles Schwab Investment Management Inc

San Francisco, CA
SELL
 -
-4.43K
- 1.88%
$81.5K - $95.6K
231K $2.54M
Aug 01, 2022 Q2 2022
Victory Capital Management Inc

SELL
 -
-5.46K
- 35.29%
$100K - $118K
10K $110K
Aug 09, 2022 Q2 2022
Quantbot Technologies LP

New York, NY
SELL
 -
-10.2K
Closed
$187K - $220K
0 $0
Aug 12, 2022 Q2 2022
Wells Fargo & Company

San Francisco, CA
SELL
 -
-10.3K
- 63.29%
$189K - $222K
5.96K $65.5K
Aug 12, 2022 Q2 2022
Black Rock Inc.

New York, NY
SELL
 -
-10.5K
- 0.46%
$193K - $226K
2.28M $25M
Aug 15, 2022 Q2 2022
David A. Siegel Two Sigma Advisers, LP | New York, Ny
SELL
 -
-11K
Closed
$203K - $238K
0 $0
Aug 19, 2022 Q2 2022
Exodus Point Capital Management, LP

New York, NY
SELL
 -
-11.6K
Closed
$213K - $250K
0 $0
Aug 10, 2022 Q2 2022
High Tower Advisors, LLC

Chicago, IL
SELL
 -
-11.8K
Closed
$218K - $255K
0 $0
Aug 15, 2022 Q2 2022
Pdt Partners, LLC

New York, NY
SELL
 -
-12.5K
- 40.35%
$230K - $270K
18.5K $203K
Aug 12, 2022 Q2 2022
Hrt Financial LP

New York, NY
SELL
 -
-13.3K
Closed
$244K - $287K
0 $0

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