Purchases and Sales Made in Q4 2024 in Duckhorn Portfolio, Inc. (NAPA)
This table provides information about the institutional ownership of Duckhorn Portfolio, Inc. (NAPA) during Q4 2024. The information is specifically focused on institutions that hold shares of Duckhorn Portfolio, Inc..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-57- 18.63% |
$308 - $633
|
249
$2.76K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.08K- 54.28% |
$5.82K - $12K
|
907
$10.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-2.49MClosed |
$13.4M - $27.6M
|
0
$0
|