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 |
|---|---|---|---|---|---|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
406
shares
|
$1,977
0.0% of portfolio
|
Q1 2025
Added 6666.67%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
400
shares
|
$1,948
0.0% of portfolio
|
Q4 2024
Reduced 50.0%
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
400
shares
|
$1,948
0.0% of portfolio
|
Q4 2024
Reduced 85.19%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
315
shares
|
$1,534
0.0% of portfolio
|
Q1 2018
New holding
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
300
shares
|
$1,461
0.0% of portfolio
|
Q4 2020
Added 50.0%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
300
shares
|
$1,461
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
200
shares
|
$974
0.0% of portfolio
|
Q1 2020
New holding
|
|
|
Wolff Wiese Magana LLC
|
Jul 17, 2025 Q2 2025 |
144
shares
|
$701
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
100
shares
|
$487
0.0% of portfolio
|
Q3 2024
Reduced 54.55%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Apr 29, 2025 Q1 2025 |
100
shares
|
$487
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
100
shares
|
$487
0.0% of portfolio
|
Q3 2022
Reduced 50.0%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
May 01, 2025 Q1 2025 |
88
shares
|
$428
0.0% of portfolio
|
Q1 2025
Added 18.92%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
10
shares
|
$48
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
8
shares
|
$38
0.0% of portfolio
|
Q1 2025
Reduced 11.11%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|