Willamette Valley Vineyards Inc WVVI
We take great care to ensure that the data presented and summarized in this overview for WILLAMETTE VALLEY VINEYARDS INC is accurate and up-to-date, based on a comprehensive analysis of 13F filing forms for institutional ownership and form 4 filings for insider transactions. Please note that this data may differ from other sources and should not be relied upon as the sole basis for investment decisions.
Top Institutions Holding WVVI
View all-
Vanguard Group Inc Valley Forge, PA225KShares$759,8640.0% of portfolio
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Jim Simons Renaissance Technologies LLC | New York, Ny77.7KShares$262,4630.0% of portfolio
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Next Capital Management LLC54.8KShares$185,2240.08% of portfolio
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Geode Capital Management, LLC Boston, MA34.8KShares$117,5760.0% of portfolio
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Dimensional Fund Advisors LP Austin, TX29.9KShares$101,2000.0% of portfolio
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Teton Advisors, Inc. Rye, NY23KShares$77,7400.04% of portfolio
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Gabelli Funds LLC Rye, NY20KShares$67,6000.0% of portfolio
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Susquehanna International Group, LLP Bala Cynwyd, PA15.7KShares$53,0180.0% of portfolio
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Creative Planning Overland Park, KS15.6KShares$52,7280.0% of portfolio
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Clearview Wealth Advisors LLC15.6KShares$52,6400.04% of portfolio
Latest Institutional Activity in WVVI
Top Purchases
Top Sells
About WVVI
Willamette Valley Vineyards, Inc. produces and sells wine in the United States and internationally. It primarily offers Pinot Noir, Chardonnay, Pinot Gris, Pinot Blanc, Sauvignon Blanc, Gruner Veltliner, Rose, Brut, Brut Rose, Blanc de Blancs, and Riesling branded wines under the Willamette Valley Vineyards label; Semi-Sparkling Muscat branded wine under the Tualatin Estate Vineyards label; Syrah, Merlot, Cabernet Sauvignon, Grenache, Cabernet Franc, Tempranillo, Malbec, The Griffin, and Viognier branded wines under the Griffin Creek label; and Oregon Blossom branded wine under the Oregon Cellars label. The company also provides Pinot Noir and Chardonnay branded wine under the Elton label; Chrysologue, Merlot, and Cabernet Sauvignon branded wine under the Pambrun label; and Frontiere Syrah, Lisette Rose, Graviére Syrah, Voyageur Syrah, Bourgeois Grenache, and Voltigeur Viognier branded wine under the Maison Bleue label, as well as offers wines under the Natoma and Metis labels. It owns and leases approximately 1,018 acres of land. The company markets and sells its wine products directly through sales at the winery; and mailing lists, as well as through distributors and wine brokers. Willamette Valley Vineyards, Inc. was founded in 1983 and is headquartered in Turner, Oregon.
Insider Transactions at WVVI
Insider Transaction List
View allDate | Insider | Transaction | Ownership Type | Shares Traded | Value / Price |
---|---|---|---|---|---|
Aug 22
2024
|
James W Bernau Chief Executive Officer |
BUY
Open market or private purchase
|
Direct |
408
+0.11%
|
$1,224
$3.7 P/Share
|
Aug 21
2024
|
Stanley G Turel Director |
BUY
Open market or private purchase
|
Direct |
2,000
+11.54%
|
$6,000
$3.75 P/Share
|
Aug 21
2024
|
James W Bernau Chief Executive Officer |
BUY
Open market or private purchase
|
Direct |
1,936
+0.52%
|
$5,808
$3.7 P/Share
|
Aug 20
2024
|
Stanley G Turel Director |
BUY
Open market or private purchase
|
Direct |
135
+1.0%
|
$405
$3.75 P/Share
|
Aug 16
2024
|
James W Bernau Chief Executive Officer |
BUY
Open market or private purchase
|
Direct |
158
+0.04%
|
$474
$3.7 P/Share
|
Aug 15
2024
|
James W Bernau Chief Executive Officer |
BUY
Open market or private purchase
|
Direct |
200
+0.05%
|
$600
$3.7 P/Share
|
Jul 10
2024
|
James W Bernau Chief Executive Officer |
BUY
Open market or private purchase
|
Direct |
2,978
+0.4%
|
$8,934
$3.92 P/Share
|
Jul 09
2024
|
Stanley G Turel Director |
BUY
Open market or private purchase
|
Direct |
960
+6.78%
|
$2,880
$3.85 P/Share
|
Jun 20
2024
|
Stanley G Turel Director |
BUY
Open market or private purchase
|
Direct |
40
+0.33%
|
$120
$3.85 P/Share
|
Jun 18
2024
|
James W Bernau Chief Executive Officer |
BUY
Open market or private purchase
|
Direct |
2,500
+0.68%
|
$7,500
$3.92 P/Share
|
Jun 20
2023
|
James W Bernau Chief Executive Officer |
BUY
Open market or private purchase
|
Direct |
6,588
+1.79%
|
$32,940
$5.85 P/Share
|
Jun 16
2023
|
James W Bernau Chief Executive Officer |
BUY
Open market or private purchase
|
Direct |
112
+0.03%
|
$560
$5.85 P/Share
|
Oct 11
2021
|
James W Bernau Chief Executive Officer |
SELL
Open market or private sale
|
Indirect |
6,641
-1.83%
|
$86,333
$13.53 P/Share
|
Oct 08
2021
|
James W Bernau Chief Executive Officer |
SELL
Open market or private sale
|
Indirect |
14,330
-3.81%
|
$171,960
$12.77 P/Share
|
Sep 01
2021
|
James W Bernau Chief Executive Officer |
SELL
Open market or private sale
|
Direct |
448
-0.12%
|
$5,376
$12.75 P/Share
|
Aug 31
2021
|
James W Bernau Chief Executive Officer |
SELL
Open market or private sale
|
Direct |
4,616
-1.21%
|
$55,392
$12.75 P/Share
|
Aug 30
2021
|
James W Bernau Chief Executive Officer |
SELL
Open market or private sale
|
Direct |
558
-0.15%
|
$6,696
$12.75 P/Share
|
Aug 26
2021
|
James W Bernau Chief Executive Officer |
SELL
Open market or private sale
|
Direct |
4,076
-1.06%
|
$48,912
$12.75 P/Share
|
Aug 25
2021
|
James W Bernau Chief Executive Officer |
SELL
Open market or private sale
|
Direct |
249
-0.06%
|
$2,988
$12.75 P/Share
|
Aug 23
2021
|
James W Bernau Chief Executive Officer |
SELL
Open market or private sale
|
Direct |
2,053
-0.53%
|
$24,636
$12.75 P/Share
|
Last 12 Months Summary
Open market or private purchase | 11.3K shares |
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