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 42 institutions that hold shares in the stock, with a total of 686,977 shares, which have been reported (via 13F filing form) to have a value of $3.17 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Vanguard Group Inc
Valley Forge, PA |
Aug 11, 2025 Q2 2025 |
224,812
shares
|
$1.04 Million
0.0% of portfolio
|
Q4 2023
Added 0.23%
|
|
|
Free Gulliver LLC
New Orleans, LA |
Aug 12, 2025 Q2 2025 |
101,969
shares
|
$471,096
0.26% of portfolio
|
Q2 2025
Added 57.57%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Aug 13, 2025 Q2 2025 |
72,452
shares
|
$334,728
0.0% of portfolio
|
Q2 2025
Reduced 1.5%
|
|
|
Next Capital Management LLC
|
Aug 05, 2025 Q2 2025 |
54,800
shares
|
$253,176
0.11% of portfolio
|
Q1 2021
Reduced 2.35%
|
|
|
Geode Capital Management, LLC
Boston, MA |
Aug 08, 2025 Q2 2025 |
37,029
shares
|
$171,073
0.0% of portfolio
|
Q2 2025
Added 0.32%
|
|
|
Dimensional Fund Advisors LP
Austin, TX |
Aug 12, 2025 Q2 2025 |
32,441
shares
|
$149,877
0.0% of portfolio
|
Q2 2025
Added 3.17%
|
|
|
Teton Advisors, Inc.
Rye, NY |
Aug 13, 2025 Q2 2025 |
23,000
shares
|
$106,260
0.08% of portfolio
|
Q3 2017
New holding
|
|
|
Gabelli Funds LLC
Rye, NY |
Aug 13, 2025 Q2 2025 |
20,000
shares
|
$92,400
0.0% of portfolio
|
Q3 2017
New holding
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
15,600
shares
|
$72,072
0.0% of portfolio
|
Q4 2023
Reduced 49.84%
|
|
|
Clearview Wealth Advisors LLC
|
Jul 28, 2025 Q2 2025 |
15,574
shares
|
$71,951
0.06% of portfolio
|
Q4 2021
Reduced 0.64%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
12,921
shares
|
$59,695
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
James Investment Research Inc
|
Aug 01, 2025 Q2 2025 |
12,921
shares
|
$59,695
0.01% of portfolio
|
Q2 2022
Added 63.12%
|
|
|
Price T Rowe Associates Inc
Baltimore, MD |
Aug 14, 2025 Q2 2025 |
10,850
shares
|
$50,127
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
State Street Corp
Boston, MA |
Aug 14, 2025 Q2 2025 |
10,700
shares
|
$49,434
0.0% of portfolio
|
Q1 2024
Reduced 24.18%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
7,375
shares
|
$34,072
0.0% of portfolio
|
Q1 2025
Reduced 1.34%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
7,362
shares
|
$34,012
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
6,700
shares
|
$30,954
0.0% of portfolio
|
Q1 2025
Added 42.55%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
5,049
shares
|
$23,326
0.0% of portfolio
|
Q3 2024
Added 40.06%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
4,514
shares
|
$20,854
0.0% of portfolio
|
Q2 2024
Reduced 58.09%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
1,798
shares
|
$8,306
0.0% of portfolio
|
Q2 2025
Added 17880.0%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
1,640
shares
|
$7,576
0.0% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
1,190
shares
|
$5,497
0.0% of portfolio
|
Q2 2025
Added 98.33%
|
|
|
National Bank Of Canada
|
Aug 15, 2025 Q2 2025 |
1,100
shares
|
$5,082
0.0% of portfolio
|
Q2 2024
Added 10.0%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
877
shares
|
$4,051
0.0% of portfolio
|
Q1 2025
Reduced 2.23%
|
|
|
Clarity Asset Management, Inc.
Ames, IA |
Aug 14, 2025 Q2 2025 |
700
shares
|
$3,234
0.0% of portfolio
|
Q4 2023
New holding
|