Latest Institutional Purchases of Duckhorn Portfolio, Inc. (NAPA)
This list provides information on the latest institutional transactions involving Duckhorn Portfolio, Inc. (NAPA) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 25, 2023
Q1 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
42New |
$620 - $708
|
42
$466
|
|
|
May 04, 2023
Q1 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
28New |
$414 - $472
|
28
$311
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
6+ 85.71% |
$88.6 - $101
|
13
$144
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
1New |
$14.8 - $16.9
|
1
$11.1
|
|
| Q4 2022 | |||||||
|
Feb 02, 2023
Q4 2022
|
Rheos Capital Works Inc.
|
BUY
|
- |
159K+ 56.79% |
$2.19M - $2.83M
|
439K
$4.87M
|
|
|
Feb 13, 2023
Q4 2022
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
BUY
|
- |
12.4K+ 36.4% |
$170K - $220K
|
46.4K
$514K
|
|
|
Feb 09, 2023
Q4 2022
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
2.75K+ 17.54% |
$37.9K - $48.9K
|
18.4K
$205K
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
17New |
$234 - $302
|
17
$189
|
|
|
Jan 31, 2023
Q4 2022
|
Schubert & CO
|
BUY
|
- |
5New |
$68.8 - $88.9
|
5
$55.5
|
|
|
Feb 03, 2023
Q4 2022
|
Larson Financial Group LLC
|
BUY
|
- |
1New |
$13.8 - $17.8
|
1
$11.1
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
CALL |
218KNew |
$3.01M - $4.6M
|
218K
$2.41M
|
|
|
Nov 14, 2022
Q3 2022
|
Blue Owl Capital Holdings LP
New York, NY |
BUY
|
- |
157KNew |
$2.17M - $3.32M
|
157K
$1.74M
|
|
|
Nov 14, 2022
Q3 2022
|
Cowen And Company, LLC
|
BUY
|
- |
56KNew |
$773K - $1.18M
|
56K
$621K
|
|
|
Nov 14, 2022
Q3 2022
|
Holocene Advisors, LP
New York, NY |
BUY
|
- |
24.8KNew |
$343K - $525K
|
24.8K
$276K
|
|
|
Nov 14, 2022
Q3 2022
|
Alberta Investment Management Corp
Edmonton, A0 |
BUY
|
- |
22.9K+ 42.99% |
$316K - $484K
|
76.1K
$844K
|
|
|
May 16, 2023
Q3 2022
|
Virginia Retirement Systems Et Al
Richmond, VA |
BUY
|
- |
21.2KNew |
$293K - $448K
|
21.2K
$235K
|
|
|
Oct 26, 2022
Q3 2022
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
12.2KNew |
$168K - $257K
|
12.2K
$135K
|
|
|
Nov 02, 2022
Q3 2022
|
Clear Street Markets LLC
|
BUY
|
- |
2.99KNew |
$41.3K - $63.3K
|
2.99K
$33.2K
|
|
|
Nov 02, 2022
Q3 2022
|
Clear Street Markets LLC
|
BUY
|
CALL |
1.5KNew |
$20.7K - $31.7K
|
1.5K
$16.6K
|
|
|
Nov 01, 2022
Q3 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
83New |
$1.15K - $1.76K
|
83
$920
|
|
|
Jan 10, 2025
Q3 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2022 | |||||||
|
Aug 12, 2022
Q2 2022
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
BUY
|
- |
334K+ 33.58% |
$6.15M - $7.21M
|
1.33M
$14.7M
|
|
|
Aug 10, 2022
Q2 2022
|
Nicholas Investment Partners, LP
Rancho Santa Fe, CA |
BUY
|
- |
165KNew |
$3.03M - $3.55M
|
165K
$1.82M
|
|
|
Aug 15, 2022
Q2 2022
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
115KNew |
$2.12M - $2.48M
|
115K
$1.27M
|
|
|
Aug 15, 2022
Q2 2022
|
Islet Management, LP
New York, NY |
BUY
|
- |
91.9KNew |
$1.69M - $1.99M
|
91.9K
$1.02M
|
|
|
Jul 20, 2022
Q2 2022
|
Cookson Peirce & CO Inc
|
BUY
|
- |
52.9KNew |
$974K - $1.14M
|
52.9K
$587K
|
|
|
Aug 15, 2022
Q2 2022
|
Kingdon Capital Management, L.L.C.
New York, NY |
BUY
|
- |
51.5K+ 15.53% |
$948K - $1.11M
|
383K
$4.25M
|
|
|
Jul 08, 2022
Q2 2022
|
Nkcfo LLC
|
BUY
|
- |
4.7KNew |
$86.5K - $102K
|
4.7K
$52.1K
|
|
|
Sep 13, 2022
Q2 2022
|
Brown Advisory Inc
|
BUY
|
- |
679+ 6.48% |
$12.5K - $14.7K
|
11.2K
$124K
|
|
|
Jul 22, 2022
Q2 2022
|
Spire Wealth Management
|
BUY
|
- |
100New |
$1.84K - $2.16K
|
100
$1.11K
|
|
|
Aug 02, 2022
Q2 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
47New |
$865 - $1.02K
|
47
$521
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
21.8KNew |
$377K - $509K
|
21.8K
$242K
|
|
|
Apr 21, 2022
Q1 2022
|
Private Capital Group, LLC
|
BUY
|
- |
6+ 6.82% |
$104 - $140
|
94
$1.04K
|
|
|
Apr 19, 2022
Q1 2022
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
1New |
$17.3 - $23.3
|
1
$11.1
|
|
| Q4 2021 | |||||||
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
1.49K+ 46.42% |
$27.3K - $35K
|
4.7K
$52.1K
|
|
| Q3 2021 | |||||||
|
Nov 10, 2021
Q3 2021
|
Panagora Asset Management Inc
Boston, MA |
BUY
|
- |
14.5KNew |
$286K - $346K
|
14.5K
$161K
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
460New |
$9.09K - $11K
|
460
$5.1K
|
|
|
Oct 15, 2021
Q3 2021
|
Bogart Wealth, LLC
|
BUY
|
- |
200New |
$3.95K - $4.78K
|
200
$2.22K
|
|
| Q2 2021 | |||||||
|
Jun 21, 2023
Q2 2021
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
4.39K+ 171.93% |
$72.1K - $105K
|
6.95K
$77K
|
|
| Q1 2021 | |||||||
|
May 14, 2021
Q1 2021
|
Ubs Oconnor LLC
Chicago, IL |
BUY
|
- |
17.5KNew |
$294K - $347K
|
17.5K
$194K
|
|
|
Aug 30, 2024
Q1 2021
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
900New |
$15.1K - $17.8K
|
900
$9.98K
|
|
|
Apr 30, 2021
Q1 2021
|
Trustcore Financial Services, LLC
|
BUY
|
- |
110New |
$1.85K - $2.18K
|
110
$1.22K
|
|
|
May 03, 2021
Q1 2021
|
Sandy Spring Bank
|
BUY
|
- |
100New |
$1.68K - $1.98K
|
100
$1.11K
|
|