Latest Institutional Purchases of Willamette Valley Vineyards Inc (WVVI)
This list provides information on the latest institutional transactions involving Willamette Valley Vineyards Inc (WVVI) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase 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 06, 2025
Q1 2025
|
Free Gulliver LLC
New Orleans, LA |
BUY
|
- |
64.7KNew |
$218K - $408K
|
64.7K
$315K
|
|
|
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
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2K+ 42.55% |
$6.74K - $12.6K
|
6.7K
$32.6K
|
|
|
May 13, 2025
Q1 2025
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
1.5K+ 5.02% |
$5.06K - $9.46K
|
31.4K
$153K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
400+ 6666.67% |
$1.35K - $2.52K
|
406
$1.98K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
300New |
$1.01K - $1.89K
|
300
$1.46K
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
14+ 18.92% |
$47.2 - $88.2
|
88
$429
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
10New |
$33.7 - $63
|
10
$48.7
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1+ 0.06% |
$3.37 - $6.3
|
1.64K
$7.98K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
11.7KNew |
$37.9K - $42.8K
|
11.7K
$57.1K
|
|
|
Jan 31, 2025
Q4 2024
|
Human Investing LLC
|
BUY
|
- |
800New |
$2.58K - $2.92K
|
800
$3.9K
|
|
|
Feb 11, 2025
Q4 2024
|
Financially Speaking Inc
Greenwood Village, CO |
BUY
|
- |
100New |
$323 - $365
|
100
$487
|
|
| Q3 2024 | |||||||
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
BUY
|
- |
10.1KNew |
$35.1K - $40.9K
|
10.1K
$49.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.44K+ 40.06% |
$5.03K - $5.85K
|
5.05K
$24.6K
|
|
| Q2 2024 | |||||||
|
Aug 09, 2024
Q2 2024
|
De Lisle Partners LLP
Poole, X0 |
BUY
|
- |
10KNew |
$38.6K - $49.8K
|
10K
$48.7K
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
280New |
$1.08K - $1.39K
|
280
$1.36K
|
|
|
Aug 02, 2024
Q2 2024
|
National Bank Of Canada
|
BUY
|
- |
100+ 10.0% |
$386 - $498
|
1.1K
$5.36K
|
|
| 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
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
517+ 0.23% |
$2.61K - $3K
|
225K
$1.09M
|
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
100New |
$504 - $581
|
100
$487
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
49New |
$247 - $285
|
49
$239
|
|
| Q2 2023 | |||||||
|
Sep 12, 2023
Q2 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
144New |
$821 - $883
|
144
$701
|
|
| Q1 2023 | |||||||
|
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
|
|
| Q2 2022 | |||||||
|
Aug 09, 2022
Q2 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
12.9KNew |
$78.7K - $125K
|
12.9K
$62.9K
|
|
|
Aug 01, 2022
Q2 2022
|
James Investment Research Inc
|
BUY
|
- |
5K+ 63.12% |
$30.5K - $48.4K
|
12.9K
$62.9K
|
|
|
Aug 10, 2022
Q2 2022
|
Citigroup Inc
|
BUY
|
- |
75New |
$457 - $726
|
75
$365
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
Bridgeway Capital Management, LLC
Houston, TX |
BUY
|
- |
13KNew |
$112K - $137K
|
13K
$63.3K
|
|
|
Aug 06, 2024
Q1 2022
|
Hantz Financial Services, Inc.
|
BUY
|
- |
336New |
$2.9K - $3.53K
|
336
$1.64K
|
|
| Q4 2021 | |||||||
|
May 03, 2022
Q4 2021
|
Investmark Advisory Group LLC
|
BUY
|
- |
1.2KNew |
$10.4K - $20.8K
|
1.2K
$5.84K
|
|
|
Jan 26, 2022
Q4 2021
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
400New |
$3.46K - $6.93K
|
400
$1.95K
|
|
| Q4 2020 | |||||||
|
Feb 16, 2021
Q4 2020
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
10.9KNew |
$65.5K - $73.1K
|
10.9K
$52.8K
|
|
|
Jan 27, 2021
Q4 2020
|
Wolff Wiese Magana LLC
|
BUY
|
- |
144New |
$870 - $971
|
144
$701
|
|
|
Feb 02, 2021
Q4 2020
|
Parallel Advisors, LLC
|
BUY
|
- |
100+ 50.0% |
$604 - $674
|
300
$1.46K
|
|
| Q1 2020 | |||||||
|
Sep 07, 2021
Q1 2020
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
200New |
$900 - $1.4K
|
200
$974
|
|
| Q4 2018 | |||||||
|
Feb 05, 2019
Q4 2018
|
Portfolio Solutions, LLC
Troy, MI |
BUY
|
- |
850New |
$5.67K - $6.73K
|
850
$4.14K
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1.25KNew |
$9.88K - $10.6K
|
1.25K
$6.09K
|
|
| Q1 2018 | |||||||
|
May 14, 2018
Q1 2018
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
315New |
$2.47K - $2.61K
|
315
$1.53K
|
|
| Q3 2017 | |||||||
|
Nov 01, 2017
Q3 2017
|
Teton Advisors, Inc.
Rye, NY |
BUY
|
- |
23KNew |
$180K - $187K
|
23K
$112K
|
|
|
Nov 01, 2017
Q3 2017
|
Gabelli Funds LLC
Rye, NY |
BUY
|
- |
20KNew |
$156K - $163K
|
20K
$97.4K
|
|