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 8 institutions that hold shares in the stock, with a total of 284,253 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%
|
|
|
Emc Capital Management
Houston, TX |
Jan 23, 2025 Q4 2024 |
21,251
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 134.33%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
13,400
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
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
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
10,000
shares
|
$0
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Feb 11, 2025 Q4 2024 |
10,000
shares
|
$0
0.0% of portfolio
|
Q2 2021
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
|