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 36 institutions that hold shares in the stock, with a total of 595,321 shares, which have been reported (via 13F filing form) to have a value of $2.34 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2024 Q1 2024 |
317
shares
|
$1,245
0.0% of portfolio
|
Q1 2024
Added 19.17%
|
|
Northwestern Mutual Wealth Management CO
|
May 15, 2024 Q1 2024 |
315
shares
|
$1,237
0.0% of portfolio
|
Q1 2018
New holding
|
|
Parallel Advisors, LLC
|
May 06, 2024 Q1 2024 |
300
shares
|
$1,179
0.0% of portfolio
|
Q4 2020
Added 50.0%
|
|
Allworth Financial LP
|
Apr 25, 2024 Q1 2024 |
297
shares
|
$1,167
0.0% of portfolio
|
Q1 2022
New holding
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
200
shares
|
$786
0.0% of portfolio
|
Q1 2020
New holding
|
|
Wolff Wiese Magana LLC
|
Apr 18, 2024 Q1 2024 |
144
shares
|
$565
0.0% of portfolio
|
Q4 2020
New holding
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
May 08, 2024 Q1 2024 |
100
shares
|
$393
0.0% of portfolio
|
Q4 2023
New holding
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2024 Q1 2024 |
100
shares
|
$393
0.0% of portfolio
|
Q3 2022
Reduced 50.0%
|
|
Jpmorgan Chase & CO
New York, NY |
May 10, 2024 Q1 2024 |
9
shares
|
$35
0.0% of portfolio
|
Q1 2024
Added 50.0%
|
|
Cwm, LLC
|
Apr 05, 2024 Q1 2024 |
6
shares
|
$23
0.0% of portfolio
|
Q4 2022
Added 100.0%
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Apr 30, 2024 Q1 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|