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 42 institutions that hold shares in the stock, with a total of 712,944 shares, which have been reported (via 13F filing form) to have a value of $1.9 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
877
shares
|
$2,341
0.0% of portfolio
|
Q1 2025
Reduced 2.23%
|
|
|
Clarity Asset Management, Inc.
Ames, IA |
Oct 27, 2025 Q3 2025 |
700
shares
|
$1,869
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
436
shares
|
$1,164
0.0% of portfolio
|
Q2 2025
Added 44.85%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
406
shares
|
$1,084
0.0% of portfolio
|
Q1 2025
Added 6666.67%
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
400
shares
|
$1,068
0.0% of portfolio
|
Q4 2024
Reduced 85.19%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
315
shares
|
$841
0.0% of portfolio
|
Q1 2018
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
300
shares
|
$801
0.0% of portfolio
|
Q2 2025
Added 200.0%
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
300
shares
|
$801
0.0% of portfolio
|
Q4 2020
Added 50.0%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
200
shares
|
$534
0.0% of portfolio
|
Q1 2020
New holding
|
|
|
Wolff Wiese Magana LLC
|
Oct 28, 2025 Q3 2025 |
144
shares
|
$384
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Nov 04, 2025 Q3 2025 |
113
shares
|
$301
0.0% of portfolio
|
Q3 2025
Added 13.0%
|
|
|
Financially Speaking Inc
Greenwood Village, CO |
Nov 06, 2025 Q3 2025 |
100
shares
|
$267
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 14, 2025 Q3 2025 |
100
shares
|
$267
0.0% of portfolio
|
Q3 2022
Reduced 50.0%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
100
shares
|
$267
0.0% of portfolio
|
Q3 2024
Reduced 54.55%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Oct 24, 2025 Q3 2025 |
100
shares
|
$267
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
49
shares
|
$130
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|