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 |
|---|---|---|---|---|---|---|---|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
2.8K+ 27.66% |
$13.9K - $15.1K
|
12.9K
$50.9K
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
800+ 10.29% |
$3.95K - $4.32K
|
8.58K
$33.7K
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
500+ 34.2% |
$2.47K - $2.7K
|
1.96K
$7.71K
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
432New |
$2.13K - $2.33K
|
432
$1.7K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
300+ 37.27% |
$1.48K - $1.62K
|
1.11K
$4.34K
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
51+ 19.17% |
$252 - $275
|
317
$1.25K
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
40+ 2.0% |
$198 - $216
|
2.04K
$8.01K
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
3+ 50.0% |
$14.8 - $16.2
|
9
$35.4
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2023 | |||||||
|
Feb 15, 2024
Q4 2023
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
700New |
$3.53K - $4.07K
|
700
$2.75K
|
|
|
Feb 14, 2024
Q4 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
517+ 0.23% |
$2.61K - $3K
|
225K
$884K
|
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
100New |
$504 - $581
|
100
$393
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
49New |
$247 - $285
|
49
$193
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
1.19K+ 4.43% |
$6.7K - $7.49K
|
27.9K
$110K
|
|
| Q2 2023 | |||||||
|
Sep 12, 2023
Q2 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
144New |
$821 - $883
|
144
$566
|
|
| Q1 2023 | |||||||
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
225New |
$1.33K - $1.47K
|
225
$884
|
|
| Q4 2022 | |||||||
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
1KNew |
$5.97K - $6.25K
|
1K
$3.93K
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
BUY
|
- |
3+ 100.0% |
$17.9 - $18.8
|
6
$23.6
|
|
| Q3 2022 | |||||||
|
Oct 27, 2022
Q3 2022
|
Us Bancorp \De\
|
BUY
|
- |
2.3K+ 575.0% |
$10.6K - $15.3K
|
2.7K
$10.6K
|
|
| Q2 2022 | |||||||
|
Aug 09, 2022
Q2 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
12.9KNew |
$78.7K - $125K
|
12.9K
$50.8K
|
|
|
Aug 01, 2022
Q2 2022
|
James Investment Research Inc
|
BUY
|
- |
5K+ 63.12% |
$30.5K - $48.4K
|
12.9K
$50.8K
|
|
|
Aug 10, 2022
Q2 2022
|
Citigroup Inc
|
BUY
|
- |
75New |
$457 - $726
|
75
$295
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
Bridgeway Capital Management, LLC
Houston, TX |
BUY
|
- |
13KNew |
$112K - $137K
|
13K
$51.1K
|
|
|
Apr 22, 2022
Q1 2022
|
Allworth Financial LP
|
BUY
|
- |
297New |
$2.57K - $3.12K
|
297
$1.17K
|
|
| Q4 2021 | |||||||
|
May 03, 2022
Q4 2021
|
Investmark Advisory Group LLC
|
BUY
|
- |
1.2KNew |
$10.4K - $20.8K
|
1.2K
$4.71K
|
|
|
Jan 24, 2022
Q4 2021
|
National Bank Of Canada
|
BUY
|
- |
1KNew |
$8.66K - $17.3K
|
1K
$3.93K
|
|
|
Jan 26, 2022
Q4 2021
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
400New |
$3.46K - $6.93K
|
400
$1.57K
|
|
| Q4 2020 | |||||||
|
Feb 16, 2021
Q4 2020
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
10.9KNew |
$65.5K - $73.1K
|
10.9K
$42.6K
|
|
|
Jan 27, 2021
Q4 2020
|
Wolff Wiese Magana LLC
|
BUY
|
- |
144New |
$870 - $971
|
144
$566
|
|
|
Feb 02, 2021
Q4 2020
|
Parallel Advisors, LLC
|
BUY
|
- |
100+ 50.0% |
$604 - $674
|
300
$1.18K
|
|
| Q1 2020 | |||||||
|
Sep 07, 2021
Q1 2020
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
200New |
$900 - $1.4K
|
200
$786
|
|
| Q4 2018 | |||||||
|
Feb 05, 2019
Q4 2018
|
Portfolio Solutions, LLC
Troy, MI |
BUY
|
- |
850New |
$5.67K - $6.73K
|
850
$3.34K
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1.25KNew |
$9.88K - $10.6K
|
1.25K
$4.91K
|
|
| Q1 2018 | |||||||
|
May 14, 2018
Q1 2018
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
315New |
$2.47K - $2.61K
|
315
$1.24K
|
|
| Q3 2017 | |||||||
|
Nov 01, 2017
Q3 2017
|
Teton Advisors, Inc.
Rye, NY |
BUY
|
- |
23KNew |
$180K - $187K
|
23K
$90.4K
|
|
|
Nov 01, 2017
Q3 2017
|
Gabelli Funds LLC
Rye, NY |
BUY
|
- |
20KNew |
$156K - $163K
|
20K
$78.6K
|
|