Purchases and Sales Made in Q4 2023 in Vintage Wine Estates, Inc. (VWE)
This table provides information about the institutional ownership of Vintage Wine Estates, Inc. (VWE) during Q4 2023. The information is specifically focused on institutions that hold shares of Vintage Wine Estates, Inc..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2024
Q4 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
352K+ 1963.69% |
$172K - $274K
|
369K
$0
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
157K+ 9652.18% |
$76.9K - $122K
|
158K
$0
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
40.3KNew |
$19.7K - $31.4K
|
40.3K
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
26.4K+ 73.06% |
$12.9K - $20.6K
|
62.5K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Shay Capital LLC
New York, NY |
BUY
|
- |
22.5KNew |
$11K - $17.5K
|
22.5K
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
16.4KNew |
$8.05K - $12.8K
|
16.4K
$0
|
|
|
Jan 31, 2024
Q4 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
14.4K+ 27.39% |
$7.06K - $11.2K
|
67K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
14K+ 389.77% |
$6.85K - $10.9K
|
17.6K
$0
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
13.5K+ 612.16% |
$6.61K - $10.5K
|
15.7K
$0
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
13.1KNew |
$6.39K - $10.2K
|
13.1K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
10KNew |
$4.9K - $7.8K
|
10K
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
9.73K+ 58.86% |
$4.77K - $7.59K
|
26.3K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
7.18K+ 31.53% |
$3.52K - $5.6K
|
30K
$0
|
|
|
Feb 12, 2024
Q4 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
7K+ 116.44% |
$3.43K - $5.46K
|
13K
$0
|
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
6.66KNew |
$3.26K - $5.2K
|
6.66K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.38K+ 10.8% |
$1.16K - $1.85K
|
24.4K
$0
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2.01K+ 33.2% |
$983 - $1.56K
|
8.05K
$0
|
|
|
Jan 31, 2024
Q4 2023
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
806+ 16.43% |
$395 - $629
|
5.71K
$0
|
|
|
Feb 09, 2024
Q4 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
364+ 2.13% |
$178 - $284
|
17.5K
$0
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
100New |
$49 - $78
|
100
$0
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
8+ 0.12% |
$3.92 - $6.24
|
6.66K
$0
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
3+ 0.2% |
$1.47 - $2.34
|
1.5K
$0
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-702- 3.31% |
$344 - $548
|
20.5K
$0
|
|
|
Feb 02, 2024
Q4 2023
|
Simplex Trading, LLC
|
SELL
|
- |
-704- 11.89% |
$345 - $549
|
5.22K
$0
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-2.37K- 70.28% |
$1.16K - $1.84K
|
1K
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-3.25K- 17.14% |
$1.59K - $2.53K
|
15.7K
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
SELL
|
- |
-4.3K- 8.23% |
$2.11K - $3.35K
|
48K
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-5.04K- 99.19% |
$2.47K - $3.93K
|
41
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-6.94K- 16.71% |
$3.4K - $5.41K
|
34.6K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-8.79K- 44.66% |
$4.31K - $6.85K
|
10.9K
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-17.6K- 6.28% |
$8.62K - $13.7K
|
263K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-273K- 80.45% |
$134K - $213K
|
66.3K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-407K- 18.74% |
$200K - $318K
|
1.77M
$0
|
|
|
Feb 16, 2024
Q4 2023
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-602K- 75.97% |
$295K - $470K
|
190K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Wasatch Advisors Inc
Salt Lake City, UT |
SELL
|
- |
-1.48M- 21.68% |
$725K - $1.15M
|
5.35M
$0
|
|
|
Feb 08, 2024
Q4 2023
|
Paradice Investment Management LLC
|
SELL
|
- |
-1.55M- 39.94% |
$762K - $1.21M
|
2.34M
$0
|