Purchases and Sales Made in Q4 2021 in Willamette Valley Vineyards Inc (WVVI)
This table provides information about the institutional ownership of Willamette Valley Vineyards Inc (WVVI) during Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2022
Q4 2021
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
38.4K+ 29.89% |
$333K - $666K
|
167K
$865K
|
|
|
Feb 14, 2022
Q4 2021
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
17.2K+ 9.14% |
$149K - $297K
|
205K
$1.06M
|
|
|
Feb 14, 2022
Q4 2021
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
11KNew |
$95.4K - $191K
|
11K
$57.1K
|
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
BUY
|
- |
3.12K+ 371.79% |
$27K - $54.1K
|
3.96K
$20.5K
|
|
|
Feb 14, 2022
Q4 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.61K+ 1748.91% |
$13.9K - $27.9K
|
1.7K
$8.81K
|
|
|
May 03, 2022
Q4 2021
|
Investmark Advisory Group LLC
|
BUY
|
- |
1.2KNew |
$10.4K - $20.8K
|
1.2K
$6.21K
|
|
|
Feb 14, 2022
Q4 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1K+ 29.6% |
$8.66K - $17.3K
|
4.38K
$22.7K
|
|
|
Jan 24, 2022
Q4 2021
|
National Bank Of Canada
|
BUY
|
- |
1KNew |
$8.66K - $17.3K
|
1K
$5.18K
|
|
|
Feb 10, 2022
Q4 2021
|
Black Rock Inc.
New York, NY |
BUY
|
- |
551+ 4.26% |
$4.77K - $9.54K
|
13.5K
$69.8K
|
|
|
Jan 21, 2022
Q4 2021
|
Trust CO Of Vermont
|
BUY
|
- |
425New |
$3.68K - $7.36K
|
425
$2.2K
|
|
|
Jan 26, 2022
Q4 2021
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
400New |
$3.46K - $6.93K
|
400
$2.07K
|
|
|
Nov 13, 2023
Q4 2021
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
320New |
$2.77K - $5.54K
|
320
$1.66K
|
|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
147+ 3.52% |
$1.27K - $2.55K
|
4.33K
$22.4K
|
|
|
Feb 08, 2022
Q4 2021
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
100New |
$866 - $1.73K
|
100
$518
|
|
|
Feb 08, 2022
Q4 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
39+ 0.26% |
$338 - $675
|
15.2K
$79K
|
|
|
Feb 09, 2022
Q4 2021
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
36+ 0.08% |
$312 - $624
|
43.7K
$226K
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-100- 0.64% |
$866 - $1.73K
|
15.6K
$80.7K
|
|
|
Feb 10, 2022
Q4 2021
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-143Closed |
$1.24K - $2.48K
|
0
$0
|
|
|
Jan 28, 2022
Q4 2021
|
James Investment Research Inc
|
SELL
|
- |
-498- 5.92% |
$4.31K - $8.63K
|
7.92K
$41K
|
|
|
Feb 11, 2022
Q4 2021
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-11.9KClosed |
$103K - $207K
|
0
$0
|