Latest Institutional Sells of Willamette Valley Vineyards Inc (WVVI)
This list provides information on the latest institutional transactions involving Willamette Valley Vineyards Inc (WVVI) stock that were sells. 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 sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-6.2K- 28.34% |
$21.6K - $25.1K
|
15.7K
$90.4K
|
|
Nov 07, 2024
Q3 2024
|
Dimensional Fund Advisors LP
Austin, TX |
SELL
|
- |
-3.74K- 11.11% |
$13K - $15.2K
|
29.9K
$172K
|
|
Nov 13, 2024
Q3 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-2.3K- 2.88% |
$8K - $9.32K
|
77.7K
$447K
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-1.62K- 98.3% |
$5.63K - $6.55K
|
28
$161
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-637- 27.13% |
$2.22K - $2.58K
|
1.71K
$9.86K
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-120- 54.55% |
$418 - $486
|
100
$576
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-100- 5.76% |
$348 - $405
|
1.64K
$9.43K
|
|
Q2 2024 | |||||||
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-6.26K- 58.09% |
$24.1K - $31.2K
|
4.51K
$26K
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.6K- 18.66% |
$6.18K - $7.97K
|
6.98K
$40.2K
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-962- 49.03% |
$3.71K - $4.79K
|
1K
$5.76K
|
|
Q1 2024 | |||||||
May 15, 2024
Q1 2024
|
State Street Corp
Boston, MA |
SELL
|
- |
-3.41K- 24.18% |
$16.9K - $18.4K
|
10.7K
$61.6K
|
|
Q4 2023 | |||||||
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-15.5K- 49.84% |
$78.1K - $90.1K
|
15.6K
$89.9K
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-3- 33.33% |
$15.1 - $17.4
|
6
$34.6
|
|
Q1 2023 | |||||||
May 16, 2023
Q1 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-12K- 33.41% |
$71K - $78.2K
|
23.9K
$138K
|
|
Q3 2022 | |||||||
Nov 03, 2022
Q3 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-100- 50.0% |
$460 - $666
|
100
$576
|
|
Q2 2022 | |||||||
Aug 12, 2022
Q2 2022
|
Navellier & Associates Inc
Reno, NV |
SELL
|
- |
-12.8KClosed |
$77.7K - $123K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Gemmer Asset Management LLC
|
SELL
|
- |
-600Closed |
$3.65K - $5.81K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-500Closed |
$3.05K - $4.84K
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
De Dora Capital, Inc.
|
SELL
|
- |
-100Closed |
$609 - $968
|
0
$0
|
|
Q1 2022 | |||||||
Apr 05, 2022
Q1 2022
|
Trust CO Of Vermont
|
SELL
|
- |
-425Closed |
$3.67K - $4.47K
|
0
$0
|
|
Nov 13, 2023
Q1 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-320Closed |
$2.76K - $3.37K
|
0
$0
|
|
May 06, 2022
Q1 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-100Closed |
$864 - $1.05K
|
0
$0
|
|
Q4 2021 | |||||||
Feb 11, 2022
Q4 2021
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-11.9KClosed |
$103K - $207K
|
0
$0
|
|
Feb 02, 2022
Q4 2021
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-100- 0.64% |
$866 - $1.73K
|
15.6K
$89.7K
|
|
Q3 2021 | |||||||
Nov 10, 2021
Q3 2021
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-2.15KClosed |
$26.8K - $30K
|
0
$0
|
|
Q2 2021 | |||||||
Aug 16, 2021
Q2 2021
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-1.52KClosed |
$13.9K - $23.6K
|
0
$0
|
|
Jul 08, 2021
Q2 2021
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-750Closed |
$6.86K - $11.7K
|
0
$0
|
|
Aug 10, 2021
Q2 2021
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-100Closed |
$915 - $1.56K
|
0
$0
|
|
Q1 2021 | |||||||
Apr 30, 2021
Q1 2021
|
Next Capital Management LLC
|
SELL
|
- |
-1.32K- 2.35% |
$8.32K - $12.4K
|
54.8K
$316K
|
|
May 12, 2021
Q1 2021
|
True Private Wealth Advisors
|
SELL
|
- |
-500Closed |
$3.15K - $4.68K
|
0
$0
|
|
Q4 2020 | |||||||
Mar 05, 2021
Q4 2020
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-100Closed |
$604 - $674
|
0
$0
|
|
Feb 12, 2021
Q4 2020
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-5Closed |
$30.2 - $33.7
|
0
$0
|
|
Q3 2020 | |||||||
Nov 02, 2020
Q3 2020
|
Private Advisor Group, LLC
|
SELL
|
- |
-500Closed |
$2.88K - $3.36K
|
0
$0
|
|
Q2 2020 | |||||||
Aug 07, 2020
Q2 2020
|
Victory Capital Management Inc
|
SELL
|
- |
-662Closed |
$3.18K - $4.18K
|
0
$0
|
|
Q1 2020 | |||||||
May 15, 2020
Q1 2020
|
Td Asset Management Inc
|
SELL
|
- |
-115KClosed |
$517K - $805K
|
0
$0
|
|
May 14, 2020
Q1 2020
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-3.31KClosed |
$14.9K - $23.2K
|
0
$0
|
|
Apr 23, 2020
Q1 2020
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-300Closed |
$1.35K - $2.1K
|
0
$0
|
|
Q4 2019 | |||||||
Feb 05, 2020
Q4 2019
|
Perritt Capital Management Inc
Chicago, IL |
SELL
|
- |
-25KClosed |
$170K - $181K
|
0
$0
|
|
Jan 21, 2020
Q4 2019
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-1.54KClosed |
$10.4K - $11.1K
|
0
$0
|
|
Q3 2019 | |||||||
Nov 07, 2019
Q3 2019
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-13KClosed |
$86.2K - $94.6K
|
0
$0
|
|
Q2 2019 | |||||||
Aug 06, 2019
Q2 2019
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-260Closed |
$1.78K - $1.93K
|
0
$0
|
|
Q4 2018 | |||||||
Feb 14, 2019
Q4 2018
|
Barclays PLC
London, X0 |
SELL
|
- |
-70Closed |
$467 - $554
|
0
$0
|
|
Q3 2018 | |||||||
Nov 05, 2018
Q3 2018
|
Centaurus Financial, Inc.
|
SELL
|
- |
-250Closed |
$1.98K - $2.13K
|
0
$0
|
|
Q1 2018 | |||||||
Apr 12, 2018
Q1 2018
|
Acadian Asset Management LLC
Boston, MA |
SELL
|
- |
-550Closed |
$4.31K - $4.55K
|
0
$0
|
|
Q4 2017 | |||||||
Jan 24, 2018
Q4 2017
|
Ifp Advisors, Inc
|
SELL
|
- |
-1KClosed |
$7.91K - $8.82K
|
0
$0
|