Purchases and Sales Made in Q2 2025 in Willamette Valley Vineyards Inc (WVVI)
This table provides information about the institutional ownership of Willamette Valley Vineyards Inc (WVVI) during Q2 2025. The information is specifically focused on institutions that hold shares of WILLAMETTE VALLEY VINEYARDS INC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2025
Q2 2025
|
Free Gulliver LLC
New Orleans, LA |
BUY
|
- |
37.3K+ 57.57% |
$181K - $233K
|
102K
$272K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
7.36KNew |
$35.7K - $46K
|
7.36K
$19.7K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
1.79K+ 17880.0% |
$8.67K - $11.2K
|
1.8K
$4.8K
|
|
|
Aug 12, 2025
Q2 2025
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
998+ 3.17% |
$4.84K - $6.24K
|
32.4K
$86.6K
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
590+ 98.33% |
$2.86K - $3.69K
|
1.19K
$3.18K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
225New |
$1.09K - $1.41K
|
225
$601
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
200+ 200.0% |
$970 - $1.25K
|
300
$801
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
135+ 44.85% |
$655 - $844
|
436
$1.16K
|
|
|
Aug 08, 2025
Q2 2025
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
119+ 0.32% |
$577 - $744
|
37K
$98.9K
|
|
|
Aug 07, 2025
Q2 2025
|
Financially Speaking Inc
Greenwood Village, CO |
BUY
|
- |
100New |
$485 - $625
|
100
$267
|
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
49+ 9.42% |
$238 - $306
|
569
$1.52K
|
|
|
Aug 07, 2025
Q2 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
12+ 13.64% |
$58.2 - $75
|
100
$267
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
2+ 0.12% |
$9.7 - $12.5
|
1.64K
$4.38K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-300- 75.0% |
$1.46K - $1.88K
|
100
$267
|
|
|
Aug 13, 2025
Q2 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-1.1K- 1.5% |
$5.34K - $6.88K
|
72.5K
$193K
|
|