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 39 institutions that hold shares in the stock, with a total of 582,891 shares, which have been reported (via 13F filing form) to have a value of $3.49 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Vanguard Group Inc
Valley Forge, PA |
Feb 11, 2025 Q4 2024 |
224,812
shares
|
$1.37 Million
0.0% of portfolio
|
Q4 2023
Added 0.23%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Feb 13, 2025 Q4 2024 |
74,352
shares
|
$452,803
0.0% of portfolio
|
Q4 2024
Reduced 4.25%
|
|
|
Next Capital Management LLC
|
Feb 11, 2025 Q4 2024 |
54,800
shares
|
$333,732
0.08% of portfolio
|
Q1 2021
Reduced 2.35%
|
|
|
Geode Capital Management, LLC
Boston, MA |
Feb 12, 2025 Q4 2024 |
34,786
shares
|
$211,846
0.0% of portfolio
|
Q3 2024
Added 2.76%
|
|
|
Dimensional Fund Advisors LP
Austin, TX |
Feb 13, 2025 Q4 2024 |
29,941
shares
|
$182,340
0.0% of portfolio
|
Q3 2024
Reduced 11.11%
|
|
|
Teton Advisors, Inc.
Rye, NY |
Feb 13, 2025 Q4 2024 |
23,000
shares
|
$140,070
0.04% of portfolio
|
Q3 2017
New holding
|
|
|
Gabelli Funds LLC
Rye, NY |
Feb 13, 2025 Q4 2024 |
20,000
shares
|
$121,800
0.0% of portfolio
|
Q3 2017
New holding
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
15,600
shares
|
$95,004
0.0% of portfolio
|
Q4 2023
Reduced 49.84%
|
|
|
Clearview Wealth Advisors LLC
|
Jan 24, 2025 Q4 2024 |
15,574
shares
|
$94,845
0.04% of portfolio
|
Q4 2021
Reduced 0.64%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
12,921
shares
|
$78,688
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
James Investment Research Inc
|
Jan 30, 2025 Q4 2024 |
12,921
shares
|
$78,688
0.01% of portfolio
|
Q2 2022
Added 63.12%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
11,726
shares
|
$71,411
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Price T Rowe Associates Inc
Baltimore, MD |
Feb 14, 2025 Q4 2024 |
10,850
shares
|
$66,076
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
State Street Corp
Boston, MA |
Feb 14, 2025 Q4 2024 |
10,700
shares
|
$65,163
0.0% of portfolio
|
Q1 2024
Reduced 24.18%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
7,475
shares
|
$45,522
0.0% of portfolio
|
Q4 2024
Added 7.17%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
5,049
shares
|
$30,748
0.0% of portfolio
|
Q3 2024
Added 40.06%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
4,700
shares
|
$28,623
0.0% of portfolio
|
Q4 2024
Reduced 6.0%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
4,514
shares
|
$27,490
0.0% of portfolio
|
Q2 2024
Reduced 58.09%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
1,637
shares
|
$9,969
0.0% of portfolio
|
Q3 2024
Reduced 5.76%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Feb 13, 2025 Q4 2024 |
1,388
shares
|
$8,452
0.0% of portfolio
|
Q4 2024
Reduced 18.88%
|
|
|
National Bank Of Canada
|
Feb 12, 2025 Q4 2024 |
1,100
shares
|
$6,699
0.0% of portfolio
|
Q2 2024
Added 10.0%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
897
shares
|
$5,462
0.0% of portfolio
|
Q4 2024
Added 202.02%
|
|
|
Human Investing LLC
|
Jan 31, 2025 Q4 2024 |
800
shares
|
$4,872
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Clarity Asset Management, Inc.
Ames, IA |
Feb 13, 2025 Q4 2024 |
700
shares
|
$4,263
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
600
shares
|
$3,654
0.0% of portfolio
|
Q4 2024
New holding
|