Institutional Ownership Vintage Wine Estates, Inc. (VWE)
This table provides information about the institutional ownership of Vintage Wine Estates, Inc. (VWE). We have compiled data on the 11 institutions that hold shares in the stock, with a total of 405,971 shares, which have been reported (via 13F filing form) to have a value of $0.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
214,082
shares
|
$0
0.0% of portfolio
|
Q2 2024
Reduced 17.2%
|
|
|
Next Capital Management LLC
|
Nov 07, 2024 Q3 2024 |
100,049
shares
|
$0
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Emc Capital Management
Houston, TX |
Jan 23, 2025 Q4 2024 |
21,251
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 134.33%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
13,010
shares
|
$0
0.0% of portfolio
|
Q4 2023
Added 116.44%
|
|
|
Xtx Topco LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
12,059
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 27.03%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
11,000
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Nov 13, 2024 Q3 2024 |
10,000
shares
|
$0
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
10,000
shares
|
$0
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Verity Wealth Advisors
|
Oct 02, 2024 Q3 2024 |
10,000
shares
|
$0
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
3,520
shares
|
$0
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Danda Trouve Investment Management, Inc.
|
Oct 14, 2022 Q3 2022 |
1,000
shares
|
$0
0.01% of portfolio
|
Q2 2021
New holding
|