Institutional Ownership Willamette Valley Vineyards Inc (WVVI)
This table provides information about the institutional ownership of Willamette Valley Vineyards Inc (WVVI). We have compiled data on the 39 institutions that hold shares in the stock, with a total of 612,727 shares, which have been reported (via 13F filing form) to have a value of $3.53 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
897
shares
|
$5,166
0.0% of portfolio
|
Q4 2024
Added 202.02%
|
|
|
Human Investing LLC
|
Jan 31, 2025 Q4 2024 |
800
shares
|
$4,608
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Clarity Asset Management, Inc.
Ames, IA |
Nov 14, 2024 Q3 2024 |
700
shares
|
$4,032
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
315
shares
|
$1,814
0.0% of portfolio
|
Q1 2018
New holding
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
300
shares
|
$1,728
0.0% of portfolio
|
Q4 2020
Added 50.0%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
200
shares
|
$1,152
0.0% of portfolio
|
Q1 2020
New holding
|
|
|
Wolff Wiese Magana LLC
|
Jan 14, 2025 Q4 2024 |
144
shares
|
$829
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
100
shares
|
$576
0.0% of portfolio
|
Q3 2024
Reduced 54.55%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Jan 29, 2025 Q4 2024 |
100
shares
|
$576
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
100
shares
|
$576
0.0% of portfolio
|
Q3 2022
Reduced 50.0%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
28
shares
|
$161
0.0% of portfolio
|
Q3 2024
Reduced 98.3%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Dec 26, 2024 Q3 2024 |
9
shares
|
$51
0.0% of portfolio
|
Q4 2023
Reduced 33.33%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
6
shares
|
$34
0.0% of portfolio
|
Q4 2022
Added 100.0%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|