Latest Institutional Transactions on Willamette Valley Vineyards Inc (WVVI)
This table provides information on the latest institutional transactions involving Willamette Valley Vineyards Inc (WVVI) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
135+ 44.85% |
$655 - $844
|
436
$2.12K
|
|
| Q1 2025 | |||||||
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-3.48K- 85.28% |
$11.7K - $21.9K
|
600
$2.92K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1+ 0.06% |
$3.37 - $6.3
|
1.64K
$7.98K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-868- 62.54% |
$2.93K - $5.47K
|
520
$2.53K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-100- 1.34% |
$337 - $630
|
7.38K
$35.9K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
300New |
$1.01K - $1.89K
|
300
$1.46K
|
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-800- 1.08% |
$2.7K - $5.04K
|
73.6K
$358K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
10New |
$33.7 - $63
|
10
$48.7
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2K+ 42.55% |
$6.74K - $12.6K
|
6.7K
$32.6K
|
|
|
May 13, 2025
Q1 2025
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
2.12K+ 6.11% |
$7.16K - $13.4K
|
36.9K
$180K
|
|
|
May 13, 2025
Q1 2025
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
1.5K+ 5.02% |
$5.06K - $9.46K
|
31.4K
$153K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1- 11.11% |
$3.37 - $6.3
|
8
$39
|
|
|
May 06, 2025
Q1 2025
|
Free Gulliver LLC
New Orleans, LA |
BUY
|
- |
64.7KNew |
$218K - $408K
|
64.7K
$315K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
400+ 6666.67% |
$1.35K - $2.52K
|
406
$1.98K
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
14+ 18.92% |
$47.2 - $88.2
|
88
$429
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-20- 2.23% |
$67.4 - $126
|
877
$4.27K
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-200- 50.0% |
$646 - $730
|
200
$974
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
11.7KNew |
$37.9K - $42.8K
|
11.7K
$57.1K
|
|
|
Feb 11, 2025
Q4 2024
|
Financially Speaking Inc
Greenwood Village, CO |
BUY
|
- |
100New |
$323 - $365
|
100
$487
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-2.3K- 85.19% |
$7.43K - $8.4K
|
400
$1.95K
|
|
|
Jan 31, 2025
Q4 2024
|
Human Investing LLC
|
BUY
|
- |
800New |
$2.58K - $2.92K
|
800
$3.9K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.44K+ 40.06% |
$5.03K - $5.85K
|
5.05K
$24.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-120- 54.55% |
$418 - $486
|
100
$487
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-6.2K- 28.34% |
$21.6K - $25.1K
|
15.7K
$76.4K
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
BUY
|
- |
10.1KNew |
$35.1K - $40.9K
|
10.1K
$49.2K
|
|
| Q2 2024 | |||||||
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-6.26K- 58.09% |
$24.1K - $31.2K
|
4.51K
$22K
|
|
|
Aug 09, 2024
Q2 2024
|
De Lisle Partners LLP
Poole, X0 |
BUY
|
- |
10KNew |
$38.6K - $49.8K
|
10K
$48.7K
|
|
|
Aug 02, 2024
Q2 2024
|
National Bank Of Canada
|
BUY
|
- |
100+ 10.0% |
$386 - $498
|
1.1K
$5.36K
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
280New |
$1.08K - $1.39K
|
280
$1.36K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
State Street Corp
Boston, MA |
SELL
|
- |
-3.41K- 24.18% |
$16.9K - $18.4K
|
10.7K
$52.1K
|
|
| Q4 2023 | |||||||
|
Feb 15, 2024
Q4 2023
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
700New |
$3.53K - $4.07K
|
700
$3.41K
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-15.5K- 49.84% |
$78.1K - $90.1K
|
15.6K
$76K
|
|
|
Feb 14, 2024
Q4 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
517+ 0.23% |
$2.61K - $3K
|
225K
$1.09M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
49New |
$247 - $285
|
49
$239
|
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
100New |
$504 - $581
|
100
$487
|
|
| Q2 2023 | |||||||
|
Sep 12, 2023
Q2 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
144New |
$821 - $883
|
144
$701
|
|
| Q1 2023 | |||||||
|
May 16, 2023
Q1 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-12K- 33.41% |
$71K - $78.2K
|
23.9K
$116K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
225New |
$1.33K - $1.47K
|
225
$1.1K
|
|
| Q4 2022 | |||||||
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
1KNew |
$5.97K - $6.25K
|
1K
$4.87K
|
|
| Q3 2022 | |||||||
|
Nov 03, 2022
Q3 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-100- 50.0% |
$460 - $666
|
100
$487
|
|
| Q2 2022 | |||||||
|
Aug 12, 2022
Q2 2022
|
Navellier & Associates Inc
Reno, NV |
SELL
|
- |
-12.8KClosed |
$77.7K - $123K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Citigroup Inc
|
BUY
|
- |
75New |
$457 - $726
|
75
$365
|
|
|
Aug 09, 2022
Q2 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
12.9KNew |
$78.7K - $125K
|
12.9K
$62.9K
|
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-500Closed |
$3.05K - $4.84K
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
James Investment Research Inc
|
BUY
|
- |
5K+ 63.12% |
$30.5K - $48.4K
|
12.9K
$62.9K
|
|
|
Jul 27, 2022
Q2 2022
|
De Dora Capital, Inc.
|
SELL
|
- |
-100Closed |
$609 - $968
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Gemmer Asset Management LLC
|
SELL
|
- |
-600Closed |
$3.65K - $5.81K
|
0
$0
|
|
| Q1 2022 | |||||||
|
Aug 06, 2024
Q1 2022
|
Hantz Financial Services, Inc.
|
BUY
|
- |
336New |
$2.9K - $3.53K
|
336
$1.64K
|
|
|
Nov 13, 2023
Q1 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-320Closed |
$2.76K - $3.37K
|
0
$0
|
|