Purchases and Sales Made in Q1 2023 in Willamette Valley Vineyards Inc (WVVI)
This table provides information about the institutional ownership of Willamette Valley Vineyards Inc (WVVI) during Q1 2023. 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 12, 2023
Q1 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
336+ 3.02% |
$1.99K - $2.19K
|
11.5K
$53.9K
|
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
239+ 15.69% |
$1.41K - $1.56K
|
1.76K
$8.28K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
225New |
$1.33K - $1.47K
|
225
$1.06K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-299- 2.28% |
$1.77K - $1.95K
|
12.8K
$60.3K
|
|
|
May 15, 2023
Q1 2023
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-900- 0.4% |
$5.33K - $5.87K
|
225K
$1.06M
|
|
|
May 12, 2023
Q1 2023
|
Dimensional Fund Advisors LP
Austin, TX |
SELL
|
- |
-1.16K- 2.25% |
$6.86K - $7.55K
|
50.3K
$237K
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-2K- 95.24% |
$11.8K - $13K
|
100
$470
|
|
|
May 12, 2023
Q1 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-2.2K- 2.38% |
$13K - $14.3K
|
90.2K
$424K
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-3.66K- 88.91% |
$21.7K - $23.9K
|
457
$2.15K
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-11.7K- 87.95% |
$69.2K - $76.2K
|
1.6K
$7.53K
|
|
|
May 16, 2023
Q1 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-12K- 33.41% |
$71K - $78.2K
|
23.9K
$112K
|