Purchases and Sales Made in Q1 2022 in Willamette Valley Vineyards Inc (WVVI)
This table provides information about the institutional ownership of Willamette Valley Vineyards Inc (WVVI) during Q1 2022. 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 16, 2022
Q1 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
15.5KNew |
$134K - $163K
|
15.5K
$53.5K
|
|
|
May 16, 2022
Q1 2022
|
Bridgeway Capital Management, LLC
Houston, TX |
BUY
|
- |
13KNew |
$112K - $137K
|
13K
$44.9K
|
|
|
May 13, 2022
Q1 2022
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
8.46K+ 4.13% |
$73.1K - $89K
|
213K
$736K
|
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
3.14K+ 40.3% |
$27.1K - $33K
|
10.9K
$37.7K
|
|
|
Apr 29, 2022
Q1 2022
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
1.74K+ 15.76% |
$15K - $18.3K
|
12.8K
$44K
|
|
|
May 16, 2022
Q1 2022
|
Ubs Group Ag
|
BUY
|
- |
1.7K+ 42.9% |
$14.7K - $17.9K
|
5.66K
$19.5K
|
|
|
Apr 20, 2022
Q1 2022
|
Gemmer Asset Management LLC
|
BUY
|
- |
600New |
$5.18K - $6.31K
|
600
$2.07K
|
|
|
May 04, 2022
Q1 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
500New |
$4.32K - $5.26K
|
500
$1.73K
|
|
|
May 16, 2022
Q1 2022
|
State Street Corp
Boston, MA |
BUY
|
- |
400+ 2.92% |
$3.46K - $4.21K
|
14.1K
$48.7K
|
|
|
May 16, 2022
Q1 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
346+ 7.9% |
$2.99K - $3.64K
|
4.72K
$16.3K
|
|
|
Aug 06, 2024
Q1 2022
|
Hantz Financial Services, Inc.
|
BUY
|
- |
336New |
$2.9K - $3.53K
|
336
$1.16K
|
|
|
Apr 22, 2022
Q1 2022
|
Allworth Financial LP
|
BUY
|
- |
297New |
$2.57K - $3.12K
|
297
$1.02K
|
|
|
May 13, 2022
Q1 2022
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
198+ 0.77% |
$1.71K - $2.08K
|
25.9K
$89.2K
|
|
|
Apr 14, 2022
Q1 2022
|
De Dora Capital, Inc.
|
BUY
|
- |
100New |
$864 - $1.05K
|
100
$345
|
|
|
Oct 27, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
3+ 0.07% |
$25.9 - $31.6
|
4.08K
$14.1K
|
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-100Closed |
$864 - $1.05K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-248- 5.73% |
$2.14K - $2.61K
|
4.08K
$14.1K
|
|
|
Nov 13, 2023
Q1 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-320Closed |
$2.76K - $3.37K
|
0
$0
|
|
|
Apr 05, 2022
Q1 2022
|
Trust CO Of Vermont
|
SELL
|
- |
-425Closed |
$3.67K - $4.47K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-585- 4.34% |
$5.05K - $6.15K
|
12.9K
$44.5K
|
|
|
May 12, 2022
Q1 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-1.06K- 62.2% |
$9.14K - $11.1K
|
643
$2.22K
|
|
|
May 13, 2022
Q1 2022
|
Dimensional Fund Advisors LP
Austin, TX |
SELL
|
- |
-1.71K- 3.91% |
$14.7K - $18K
|
42K
$145K
|
|
|
May 16, 2022
Q1 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.89K- 12.38% |
$16.3K - $19.9K
|
13.4K
$46.1K
|
|
|
May 13, 2022
Q1 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-25.7K- 15.36% |
$222K - $270K
|
141K
$488K
|