Institutional Ownership Willamette Valley Vineyards Inc (WVVI)
This table provides information about the institutional ownership of Willamette Valley Vineyards Inc (WVVI). We have compiled data on the 40 institutions that hold shares in the stock, with a total of 640,178 shares, which have been reported (via 13F filing form) to have a value of $3.12 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Vanguard Group Inc
Valley Forge, PA |
May 09, 2025 Q1 2025 |
224,812
shares
|
$1.09 Million
0.0% of portfolio
|
Q4 2023
Added 0.23%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
May 14, 2025 Q1 2025 |
73,552
shares
|
$358,198
0.0% of portfolio
|
Q1 2025
Reduced 1.08%
|
|
|
Free Gulliver LLC
New Orleans, LA |
May 06, 2025 Q1 2025 |
64,715
shares
|
$315,162
0.19% of portfolio
|
Q1 2025
New holding
|
|
|
Next Capital Management LLC
|
May 06, 2025 Q1 2025 |
54,800
shares
|
$266,876
0.16% of portfolio
|
Q1 2021
Reduced 2.35%
|
|
|
Geode Capital Management, LLC
Boston, MA |
May 13, 2025 Q1 2025 |
36,910
shares
|
$179,751
0.0% of portfolio
|
Q1 2025
Added 6.11%
|
|
|
Dimensional Fund Advisors LP
Austin, TX |
May 13, 2025 Q1 2025 |
31,443
shares
|
$153,127
0.0% of portfolio
|
Q1 2025
Added 5.02%
|
|
|
Teton Advisors, Inc.
Rye, NY |
May 14, 2025 Q1 2025 |
23,000
shares
|
$112,010
0.09% of portfolio
|
Q3 2017
New holding
|
|
|
Gabelli Funds LLC
Rye, NY |
May 14, 2025 Q1 2025 |
20,000
shares
|
$97,400
0.0% of portfolio
|
Q3 2017
New holding
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
15,600
shares
|
$75,972
0.0% of portfolio
|
Q4 2023
Reduced 49.84%
|
|
|
Clearview Wealth Advisors LLC
|
Apr 22, 2025 Q1 2025 |
15,574
shares
|
$75,845
0.07% of portfolio
|
Q4 2021
Reduced 0.64%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
12,921
shares
|
$62,925
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
James Investment Research Inc
|
May 02, 2025 Q1 2025 |
12,921
shares
|
$62,925
0.01% of portfolio
|
Q2 2022
Added 63.12%
|
|
|
Price T Rowe Associates Inc
Baltimore, MD |
May 14, 2025 Q1 2025 |
10,850
shares
|
$52,839
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
State Street Corp
Boston, MA |
May 15, 2025 Q1 2025 |
10,700
shares
|
$52,109
0.0% of portfolio
|
Q1 2024
Reduced 24.18%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
7,375
shares
|
$35,916
0.0% of portfolio
|
Q1 2025
Reduced 1.34%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
6,700
shares
|
$32,629
0.0% of portfolio
|
Q1 2025
Added 42.55%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
5,049
shares
|
$24,588
0.0% of portfolio
|
Q3 2024
Added 40.06%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
4,514
shares
|
$21,983
0.0% of portfolio
|
Q2 2024
Reduced 58.09%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
1,638
shares
|
$7,977
0.0% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
National Bank Of Canada
|
May 12, 2025 Q1 2025 |
1,100
shares
|
$5,357
0.0% of portfolio
|
Q2 2024
Added 10.0%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
877
shares
|
$4,270
0.0% of portfolio
|
Q1 2025
Reduced 2.23%
|
|
|
Clarity Asset Management, Inc.
Ames, IA |
May 14, 2025 Q1 2025 |
700
shares
|
$3,409
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
600
shares
|
$2,922
0.0% of portfolio
|
Q1 2025
Reduced 85.28%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2025 Q1 2025 |
520
shares
|
$2,532
0.0% of portfolio
|
Q1 2025
Reduced 62.54%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
436
shares
|
$2,123
0.0% of portfolio
|
Q2 2025
Added 44.85%
|