Purchases and Sales Made in Q1 2021 in Willamette Valley Vineyards Inc (WVVI)
This table provides information about the institutional ownership of Willamette Valley Vineyards Inc (WVVI) during Q1 2021. The information is specifically focused on institutions that hold shares of WILLAMETTE VALLEY VINEYARDS INC.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 13, 2021
Q1 2021
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
25.4K+ 20.12% |
$160K - $237K
|
151K
$595K
|
|
May 12, 2021
Q1 2021
|
Ubs Group Ag
|
BUY
|
- |
2.65K+ 349.08% |
$16.7K - $24.8K
|
3.41K
$13.4K
|
|
May 14, 2021
Q1 2021
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
1.9K+ 16.36% |
$12K - $17.8K
|
13.5K
$53.1K
|
|
Apr 30, 2021
Q1 2021
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
1.52KNew |
$9.58K - $14.2K
|
1.52K
$5.97K
|
|
Jun 17, 2021
Q1 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
750New |
$4.73K - $7.01K
|
750
$2.95K
|
|
Apr 28, 2021
Q1 2021
|
Us Bancorp \De\
|
BUY
|
- |
400New |
$2.52K - $3.74K
|
400
$1.57K
|
|
May 17, 2021
Q1 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
271+ 371.23% |
$1.71K - $2.53K
|
344
$1.35K
|
|
Aug 10, 2021
Q1 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
100New |
$630 - $935
|
100
$393
|
|
May 13, 2021
Q1 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1+ 0.05% |
$6.3 - $9.35
|
1.82K
$7.17K
|
|
May 13, 2021
Q1 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 24, 2021
Q1 2021
|
Advisory Services Network, LLC
|
SELL
|
- |
-49Closed |
$309 - $458
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-400- 18.18% |
$2.52K - $3.74K
|
1.8K
$7.07K
|
|
May 12, 2021
Q1 2021
|
True Private Wealth Advisors
|
SELL
|
- |
-500Closed |
$3.15K - $4.68K
|
0
$0
|
|
Apr 30, 2021
Q1 2021
|
Next Capital Management LLC
|
SELL
|
- |
-1.32K- 2.35% |
$8.32K - $12.4K
|
54.8K
$215K
|
|
May 06, 2021
Q1 2021
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-14K- 39.24% |
$88.2K - $131K
|
21.7K
$85.2K
|