Purchases and Sales Made in Q4 2022 in Duckhorn Portfolio, Inc. (NAPA)

NAPA Quotes by TradingView

This table provides information about the institutional ownership of Duckhorn Portfolio, Inc. (NAPA) during Q4 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
Feb 14, 2023 Q4 2022
Ken Griffin Citadel Advisors LLC | Chicago, Il
BUY
 -
2.09K
New
$28.8K - $37.2K
2.09K $23.2K
Feb 01, 2023 Q4 2022
Zurcher Kantonalbank (Zurich Cantonalbank)

Zurich, V8
BUY
 -
2K
+ 36.88%
$27.5K - $35.5K
7.42K $82.2K
Feb 13, 2023 Q4 2022
Manufacturers Life Insurance Company, The

Toronto, A6
BUY
 -
1.65K
+ 10.71%
$22.6K - $29.2K
17K $189K
Aug 11, 2023 Q4 2022
Manufacturers Life Insurance Company, The

Toronto, A6
BUY
 -
1.65K
+ 10.71%
$22.6K - $29.2K
17K $189K
Feb 09, 2023 Q4 2022
Group One Trading, L.P.

Chicago, IL
BUY
 -
1.31K
New
$18K - $23.3K
1.31K $14.5K
Feb 10, 2023 Q4 2022
Amalgamated Bank

New York, NY
BUY
 -
1.26K
+ 21.38%
$17.3K - $22.3K
7.13K $79K
Feb 14, 2023 Q4 2022
Hsbc Holdings PLC

London, X0
BUY
 -
1.07K
+ 6.02%
$14.8K - $19.1K
18.9K $210K
Feb 14, 2023 Q4 2022
Legal & General Group PLC

London, X0
BUY
 -
605
+ 3.75%
$8.32K - $10.8K
16.8K $186K
Feb 13, 2023 Q4 2022
Ameritas Investment Partners, Inc.

Lincoln, NE
BUY
 -
587
+ 21.17%
$8.08K - $10.4K
3.36K $37.3K
Feb 09, 2023 Q4 2022
Victory Capital Management Inc

BUY
 -
580
+ 5.63%
$7.98K - $10.3K
10.9K $121K
Feb 07, 2023 Q4 2022
Arizona State Retirement System

BUY
 -
431
+ 3.94%
$5.93K - $7.66K
11.4K $126K
Feb 13, 2023 Q4 2022
Us Bancorp \De\

BUY
 -
176
New
$2.42K - $3.13K
176 $1.95K
Jan 24, 2023 Q4 2022
Lindbrook Capital, LLC

BUY
 -
103
New
$1.42K - $1.83K
103 $1.14K
Jan 27, 2023 Q4 2022
Signaturefd, LLC

Atlanta, GA
BUY
 -
36
New
$495 - $640
36 $399
Feb 10, 2023 Q4 2022
Quadrant Capital Group LLC

Cincinnati, OH
BUY
 -
27
New
$372 - $480
27 $299
Sep 11, 2023 Q4 2022
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
25
New
$344 - $444
25 $277
Feb 15, 2023 Q4 2022
Harbour Investments, Inc.

Madison, WI
BUY
 -
17
New
$234 - $302
17 $189
Feb 03, 2023 Q4 2022
Ellevest, Inc.

BUY
 -
7
New
$96.3 - $124
7 $77.6
Jan 31, 2023 Q4 2022
Schubert & CO

BUY
 -
5
New
$68.8 - $88.9
5 $55.5
Feb 02, 2023 Q4 2022
Nisa Investment Advisors, LLC

BUY
 -
4
New
$55 - $71.1
4 $44.4
Jan 23, 2023 Q4 2022
Sjs Investment Consulting Inc.

Sylvania, OH
BUY
 -
3
New
$41.3 - $53.3
3 $33.3
Feb 13, 2023 Q4 2022
Jfs Wealth Advisors, LLC

BUY
 -
3
New
$41.3 - $53.3
3 $33.3
Feb 13, 2023 Q4 2022
Steward Financial Group LLC

BUY
 -
2
New
$27.5 - $35.5
2 $22.2
Feb 01, 2023 Q4 2022
Disciplined Investments, LLC

Tulsa, OK
BUY
 -
2
New
$27.5 - $35.5
2 $22.2
Feb 03, 2023 Q4 2022
Larson Financial Group LLC

BUY
 -
1
New
$13.8 - $17.8
1 $11.1
Feb 13, 2023 Q4 2022
Covestor LTD

Boston, MA
SELL
 -
-1
- 7.14%
$13.8 - $17.8
13 $144
Jan 30, 2023 Q4 2022
New York State Common Retirement Fund

SELL
 -
-21
- 0.08%
$289 - $373
25.8K $286K
Feb 09, 2023 Q4 2022
Southeast Asset Advisors Inc.

Thomasville, GA
SELL
 -
-66
- 0.23%
$908 - $1.17K
29K $321K
Feb 13, 2023 Q4 2022
Invesco Ltd.

Atlanta, GA
SELL
 -
-128
- 0.71%
$1.76K - $2.27K
17.8K $198K
Feb 06, 2023 Q4 2022
Oppenheimer Asset Management Inc.

New York, NY
SELL
 -
-327
- 0.77%
$4.5K - $5.81K
42.3K $470K
Feb 13, 2023 Q4 2022
Wells Fargo & Company

San Francisco, CA
SELL
 -
-567
- 9.42%
$7.8K - $10.1K
5.45K $60.5K
Feb 14, 2023 Q4 2022
Advisor Shares Investments LLC

Bethesda, MD
SELL
 -
-1.18K
- 8.71%
$16.2K - $20.9K
12.3K $137K
Jan 30, 2023 Q4 2022
Concourse Financial Group Securities, Inc.

Birmingham, AL
SELL
 -
-1.2K
Closed
$16.5K - $21.3K
0 $0
Feb 10, 2023 Q4 2022
Franklin Resources Inc

San Mateo, CA
SELL
 -
-1.31K
- 5.43%
$18K - $23.2K
22.8K $252K
Mar 06, 2023 Q4 2022
Rockefeller Capital Management L.P.

New York, NY
SELL
 -
-1.81K
- 9.06%
$24.9K - $32.2K
18.2K $202K
Feb 10, 2023 Q4 2022
Tower Research Capital LLC (Trc)

New York, NY
SELL
 -
-1.87K
- 49.2%
$25.7K - $33.2K
1.93K $21.4K
Feb 15, 2023 Q4 2022
Public Employees Retirement System Of Ohio

Columbus, OH
SELL
 -
-2.36K
- 1.84%
$32.5K - $42K
126K $1.4M
Feb 09, 2023 Q4 2022
Citigroup Inc

SELL
 -
-2.79K
- 68.17%
$38.4K - $49.5K
1.3K $14.4K
Feb 08, 2023 Q4 2022
Ubs Group Ag

SELL
 -
-2.88K
- 21.66%
$39.7K - $51.2K
10.4K $116K
Feb 13, 2023 Q4 2022
Atria Wealth Solutions, Inc.

New York, NY
SELL
 -
-10.2K
Closed
$140K - $181K
0 $0
Feb 14, 2023 Q4 2022
Voloridge Investment Management, LLC

Jupiter, FL
SELL
 -
-12.2K
- 9.69%
$168K - $217K
114K $1.26M
Feb 14, 2023 Q4 2022
Two Sigma Investments, LP

New York, NY
SELL
 -
-13.7K
- 24.78%
$189K - $244K
41.7K $462K
Feb 10, 2023 Q4 2022
Heritage Trust CO

Oklahoma City, OK
SELL
 -
-15K
- 38.93%
$207K - $267K
23.6K $262K
Feb 14, 2023 Q4 2022
Royal Bank Of Canada

Toronto, A6
SELL
 -
-17K
- 1.3%
$234K - $302K
1.3M $14.4M
Feb 14, 2023 Q4 2022
Wellington Shields Capital Management, LLC

New York, NY
SELL
 -
-23.1K
- 12.46%
$318K - $411K
162K $1.8M
Feb 14, 2023 Q4 2022
D. E. Shaw & Co., Inc.

New York, NY
SELL
 -
-29.9K
- 43.77%
$412K - $531K
38.4K $426K
Feb 14, 2023 Q4 2022
Arrowstreet Capital, Limited Partnership

Boston, MA
SELL
 -
-32.5K
- 18.06%
$448K - $578K
148K $1.64M
Dec 19, 2023 Q4 2022
Public Employees Retirement System Of Ohio

Columbus, OH
SELL
 -
-43K
- 25.42%
$592K - $765K
126K $1.4M
Feb 21, 2023 Q4 2022
Macquarie Group LTD

Australia, C3
SELL
 -
-45.3K
- 3.76%
$623K - $804K
1.16M $12.8M

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