Purchases and Sales Made in Q1 2025 in Willamette Valley Vineyards Inc (WVVI)
This table provides information about the institutional ownership of Willamette Valley Vineyards Inc (WVVI) during Q1 2025. 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 06, 2025
Q1 2025
|
Free Gulliver LLC
New Orleans, LA |
BUY
|
- |
64.7KNew |
$218K - $408K
|
64.7K
$315K
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
3.48K+ 579.5% |
$11.7K - $21.9K
|
4.08K
$19.9K
|
|
|
May 13, 2025
Q1 2025
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
2.12K+ 6.11% |
$7.16K - $13.4K
|
36.9K
$180K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2K+ 42.55% |
$6.74K - $12.6K
|
6.7K
$32.6K
|
|
|
May 13, 2025
Q1 2025
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
1.5K+ 5.02% |
$5.06K - $9.46K
|
31.4K
$153K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
400+ 6666.67% |
$1.35K - $2.52K
|
406
$1.98K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
301New |
$1.01K - $1.9K
|
301
$1.47K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
300New |
$1.01K - $1.89K
|
300
$1.46K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
200+ 100.0% |
$674 - $1.26K
|
400
$1.95K
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
14+ 18.92% |
$47.2 - $88.2
|
88
$429
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
10New |
$33.7 - $63
|
10
$48.7
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1+ 0.06% |
$3.37 - $6.3
|
1.64K
$7.98K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1- 11.11% |
$3.37 - $6.3
|
8
$39
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-20- 2.23% |
$67.4 - $126
|
877
$4.27K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-100- 1.34% |
$337 - $630
|
7.38K
$35.9K
|
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-800- 1.08% |
$2.7K - $5.04K
|
73.6K
$358K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-868- 62.54% |
$2.93K - $5.47K
|
520
$2.53K
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-3.48K- 85.28% |
$11.7K - $21.9K
|
600
$2.92K
|