Purchases and Sales Made in Q3 2023 in Willamette Valley Vineyards Inc (WVVI)
This table provides information about the institutional ownership of Willamette Valley Vineyards Inc (WVVI) during Q3 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 |
---|---|---|---|---|---|---|---|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
15.5K+ 99.36% |
$87.6K - $98K
|
31.1K
$107K
|
|
Nov 13, 2023
Q3 2023
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
1.19K+ 4.43% |
$6.7K - $7.49K
|
27.9K
$96.3K
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
605+ 121.0% |
$3.42K - $3.82K
|
1.11K
$3.81K
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
213+ 12.55% |
$1.2K - $1.35K
|
1.91K
$6.59K
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
200+ 2.79% |
$1.13K - $1.26K
|
7.38K
$25.4K
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
4New |
$22.6 - $25.3
|
4
$13.8
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-100- 5.79% |
$565 - $632
|
1.63K
$5.62K
|
|
Nov 13, 2023
Q3 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-681- 5.39% |
$3.85K - $4.3K
|
12K
$41.2K
|
|
Nov 14, 2023
Q3 2023
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-1.15K- 0.51% |
$6.47K - $7.24K
|
224K
$774K
|
|
Nov 14, 2023
Q3 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-1.2K- 1.4% |
$6.78K - $7.58K
|
84.6K
$292K
|
|
Nov 09, 2023
Q3 2023
|
Dimensional Fund Advisors LP
Austin, TX |
SELL
|
- |
-3.12K- 7.41% |
$17.6K - $19.7K
|
38.9K
$134K
|