Latest Institutional Transactions on Willamette Valley Vineyards Inc (WVVI)
This table provides information on the latest institutional transactions involving Willamette Valley Vineyards Inc (WVVI) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
49New |
$170 - $278
|
49
$131
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.5K- 20.34% |
$5.19K - $8.51K
|
5.88K
$15.7K
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-36- 2.2% |
$125 - $204
|
1.6K
$4.28K
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
10.7KNew |
$37.2K - $60.9K
|
10.7K
$28.7K
|
|
|
Nov 14, 2025
Q3 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
622+ 109.31% |
$2.15K - $3.53K
|
1.19K
$3.18K
|
|
|
Nov 13, 2025
Q3 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-300- 0.41% |
$1.04K - $1.7K
|
72.2K
$193K
|
|
|
Nov 13, 2025
Q3 2025
|
Free Gulliver LLC
New Orleans, LA |
BUY
|
- |
604+ 0.59% |
$2.09K - $3.42K
|
103K
$274K
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
800+ 11.94% |
$2.77K - $4.54K
|
7.5K
$20K
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
SELL
|
- |
-732- 40.71% |
$2.53K - $4.15K
|
1.07K
$2.85K
|
|
|
Nov 12, 2025
Q3 2025
|
Teton Advisors, LLC
Greenwich, CT |
BUY
|
- |
23KNew |
$79.6K - $130K
|
23K
$61.4K
|
|
|
Nov 12, 2025
Q3 2025
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
149+ 0.4% |
$516 - $845
|
37.2K
$99.3K
|
|
|
Nov 04, 2025
Q3 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
13+ 13.0% |
$45 - $73.7
|
113
$302
|
|
|
Oct 24, 2025
Q3 2025
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-50- 0.32% |
$173 - $284
|
15.5K
$41.4K
|
|
| Q2 2025 | |||||||
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
200+ 200.0% |
$970 - $1.25K
|
300
$801
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
7.36KNew |
$35.7K - $46K
|
7.36K
$19.7K
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
590+ 98.33% |
$2.86K - $3.69K
|
1.19K
$3.18K
|
|
|
Aug 12, 2025
Q2 2025
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
998+ 3.17% |
$4.84K - $6.24K
|
32.4K
$86.6K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 07, 2025
Q2 2025
|
Financially Speaking Inc
Greenwood Village, CO |
BUY
|
- |
100New |
$485 - $625
|
100
$267
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
225New |
$1.09K - $1.41K
|
225
$601
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
135+ 44.85% |
$655 - $844
|
436
$1.16K
|
|
| Q1 2025 | |||||||
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
300New |
$1.01K - $1.89K
|
300
$801
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1- 11.11% |
$3.37 - $6.3
|
8
$21.4
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
400+ 6666.67% |
$1.35K - $2.52K
|
406
$1.08K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-20- 2.23% |
$67.4 - $126
|
877
$2.34K
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
11.7KNew |
$37.9K - $42.8K
|
11.7K
$31.3K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-2.3K- 85.19% |
$7.43K - $8.4K
|
400
$1.07K
|
|
|
Jan 31, 2025
Q4 2024
|
Human Investing LLC
|
BUY
|
- |
800New |
$2.58K - $2.92K
|
800
$2.14K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.44K+ 40.06% |
$5.03K - $5.85K
|
5.05K
$13.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-120- 54.55% |
$418 - $486
|
100
$267
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
BUY
|
- |
10.1KNew |
$35.1K - $40.9K
|
10.1K
$27K
|
|
| Q2 2024 | |||||||
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-6.26K- 58.09% |
$24.1K - $31.2K
|
4.51K
$12.1K
|
|
|
Aug 09, 2024
Q2 2024
|
De Lisle Partners LLP
Poole, X0 |
BUY
|
- |
10KNew |
$38.6K - $49.8K
|
10K
$26.7K
|
|
|
Aug 02, 2024
Q2 2024
|
National Bank Of Canada
|
BUY
|
- |
100+ 10.0% |
$386 - $498
|
1.1K
$2.94K
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
280New |
$1.08K - $1.39K
|
280
$748
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
State Street Corp
Boston, MA |
SELL
|
- |
-3.41K- 24.18% |
$16.9K - $18.4K
|
10.7K
$28.6K
|
|
| Q4 2023 | |||||||
|
Feb 15, 2024
Q4 2023
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
700New |
$3.53K - $4.07K
|
700
$1.87K
|
|
|
Feb 14, 2024
Q4 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
517+ 0.23% |
$2.61K - $3K
|
225K
$600K
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-15.5K- 49.84% |
$78.1K - $90.1K
|
15.6K
$41.7K
|
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
100New |
$504 - $581
|
100
$267
|
|
| Q2 2023 | |||||||
|
Sep 12, 2023
Q2 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
144New |
$821 - $883
|
144
$384
|
|
| Q1 2023 | |||||||
|
May 16, 2023
Q1 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-12K- 33.41% |
$71K - $78.2K
|
23.9K
$63.9K
|
|
| Q4 2022 | |||||||
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
1KNew |
$5.97K - $6.25K
|
1K
$2.67K
|
|
| Q3 2022 | |||||||
|
Nov 03, 2022
Q3 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-100- 50.0% |
$460 - $666
|
100
$267
|
|
| Q2 2022 | |||||||
|
Aug 12, 2022
Q2 2022
|
Navellier & Associates Inc
Reno, NV |
SELL
|
- |
-12.8KClosed |
$77.7K - $123K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Citigroup Inc
|
BUY
|
- |
75New |
$457 - $726
|
75
$200
|
|
|
Aug 09, 2022
Q2 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
12.9KNew |
$78.7K - $125K
|
12.9K
$34.5K
|
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-500Closed |
$3.05K - $4.84K
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
James Investment Research Inc
|
BUY
|
- |
5K+ 63.12% |
$30.5K - $48.4K
|
12.9K
$34.5K
|
|
|
Jul 27, 2022
Q2 2022
|
De Dora Capital, Inc.
|
SELL
|
- |
-100Closed |
$609 - $968
|
0
$0
|
|