Also trades as: WVVIP (NASDAQ) · $vol 0M
WVVI Institutional Ownership
Willamette Valley Vineyards, Inc.
1W: +1.6%
1M: -11.7%
3M: -28.9%
YTD: -37.9%
1Y: -47.5%
3Y: -65.6%
5Y: -84.4%
$1.97
+0.19 (+10.67%)
Weekly Expected Move ±12.0%
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Institutional Ownership — WVVI
39
Institutional Holders
+0 vs prior quarter
0.0%
Ownership
+0.00pp
$1M
Total Invested
5
New Positions
7
Increased
9
Reduced
3
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (42 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | VANGUARD CAPITAL MANAGEMENT LLC | 198,896 | $$392K | — | +0.0% | 2Q | SEC ↗ |
| 2 | RENAISSANCE TECHNOLOGIES LLC | 63,352 | $$125K | -2,700 | -4.1% | 52Q | SEC ↗ |
| 3 | Next Capital Management LLC | 54,800 | $$108K | — | +0.0% | 31Q | SEC ↗ |
| 4 | GEODE CAPITAL MANAGEMENT, LLC | 35,798 | $$71K | -911 | -2.5% | 21Q | SEC ↗ |
| 5 | DIMENSIONAL FUND ADVISORS LP | 27,905 | $$55K | -498 | -1.8% | 33Q | SEC ↗ |
| 6 | VANGUARD FIDUCIARY TRUST CO | 25,866 | $$51K | -50 | -0.2% | 2Q | SEC ↗ |
| 7 | Teton Advisors, LLC | 20,500 | $$40K | — | +0.0% | 4Q | SEC ↗ |
| 8 | GABELLI FUNDS LLC | 20,000 | $$39K | — | +0.0% | 66Q | SEC ↗ |
| 9 | EP Wealth Advisors, LLC | 16,168 | $$32K | +376 | +2.4% | 3Q | SEC ↗ |
| 10 | CITADEL ADVISORS LLC NEW | 14,417 | $$28K | — | +0.0% | 1Q | SEC ↗ |
| 11 | NewEdge Advisors, LLC | 12,921 | $$25K | — | +0.0% | 17Q | SEC ↗ |
| 12 | JAMES INVESTMENT RESEARCH, INC. | 12,921 | $$25K | — | +0.0% | 45Q | SEC ↗ |
| 13 | PRICE T ROWE ASSOCIATES INC /MD | 10,850 | $$21K | — | +0.0% | 16Q | SEC ↗ |
| 14 | STATE STREET CORP | 10,700 | $$21K | — | +0.0% | 21Q | SEC ↗ |
| 15 | Steward Partners Investment Advisory, | 5,049 | $$10K | +300 | +6.3% | 13Q | SEC ↗ |
| 16 | Farther Finance Advisors, LLC | 3,760 | $$7K | +3,324 | +762.4% | 6Q | SEC ↗ |
| 17 | MERCER GLOBAL ADVISORS INC /ADV NEW | 2,650 | $$5K | — | +0.0% | 1Q | SEC ↗ |
| 18 | Tower Research Capital LLC (TRC) | 2,340 | $$5K | +569 | +32.1% | 22Q | SEC ↗ |
| 19 | WELLS FARGO & COMPANY/MN | 2,200 | $$4K | -5,000 | -69.4% | 71Q | SEC ↗ |
| 20 | NATIONAL BANK OF CANADA /FI | 2,100 | $$4K | — | +0.0% | 18Q | SEC ↗ |
| 21 | MORGAN STANLEY | 1,930 | $$4K | +5 | +0.3% | 51Q | SEC ↗ |
| 22 | UBS Group AG | 1,869 | $$4K | +349 | +23.0% | 6Q | SEC ↗ |
| 23 | JONES FINANCIAL COMPANIES LLLP | 1,190 | $$2K | -100 | -7.8% | 7Q | SEC ↗ |
| 24 | Allworth Financial LP | 877 | $$2K | — | +0.0% | 18Q | SEC ↗ |
| 25 | CWM, LLC | 406 | $$1K | — | +0.0% | 5Q | SEC ↗ |
| 26 | FMR LLC NEW | 400 | $$1K | — | +0.0% | 1Q | SEC ↗ |
| 27 | US BANCORP \DE | 400 | $$1K | — | +0.0% | 22Q | SEC ↗ |
| 28 | ROYAL BANK OF CANADA | 301 | $$1K | — | +0.0% | 3Q | SEC ↗ |
| 29 | Parallel Advisors, LLC | 300 | $$1K | — | +0.0% | 25Q | SEC ↗ |
| 30 | SBI Securities Co., Ltd. | 214 | $$0K | +52 | +32.1% | 7Q | SEC ↗ |
| 31 | WOLFF WIESE MAGANA LLC | 144 | $$0K | — | +0.0% | 23Q | SEC ↗ |
| 32 | Atlantic Edge Private Wealth Managemen | 100 | $$0K | — | +0.0% | 11Q | SEC ↗ |
| 33 | Financially Speaking Inc | 100 | $$0K | — | +0.0% | 5Q | SEC ↗ |
| 34 | OSAIC HOLDINGS, INC. | 100 | $$0K | — | +0.0% | 2Q | SEC ↗ |
| 35 | Arax Advisory Partners | 100 | $$0K | — | +0.0% | 21Q | SEC ↗ |
| 36 | Strive Financial Group ,LLC NEW | 44 | $$0K | — | +0.0% | 1Q | SEC ↗ |
| 37 | BARCLAYS PLC NEW | 10 | $$0K | — | +0.0% | 1Q | SEC ↗ |
| 38 | Creative Planning | 0 | $$0K | -15,611 | -100.0% | 17Q | SEC ↗ |
| 39 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 0 | $$0K | -342,357 | -100.0% | 32Q | SEC ↗ |
| 40 | BlackRock, Inc. | 0 | $$0K | -11,887 | -100.0% | 4Q | SEC ↗ |
| 41 | Clarity Asset Management, Inc. | 0 | $$0K | -700 | -100.0% | 10Q | SEC ↗ |
| 42 | BANK OF AMERICA CORP /DE | 0 | $$0K | -1,711 | -100.0% | 13Q | SEC ↗ |
Recent Activity
New Positions (5)
| Holder | Shares | Value |
|---|---|---|
| CITADEL ADVISORS LLC | 14,417 | $$28K |
| MERCER GLOBAL ADVISORS INC /ADV | 2,650 | $$5K |
| FMR LLC | 400 | $$1K |
| Strive Financial Group ,LLC | 44 | $$0K |
| BARCLAYS PLC | 10 | $$0K |
Sold Out (5)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| NORTHWESTERN MUTUAL WEALTH MANAGEME | 342,357 | $$674K |
| Creative Planning | 15,611 | $$31K |
| BlackRock, Inc. | 11,887 | $$23K |
| BANK OF AMERICA CORP /DE | 1,711 | $$3K |
| Clarity Asset Management, Inc. | 700 | $$1K |
Biggest Increases (7)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Farther Finance Advisors, LLC | +3,324 | +762.4% | 3,760 |
| Tower Research Capital LLC (TRC) | +569 | +32.1% | 2,340 |
| EP Wealth Advisors, LLC | +376 | +2.4% | 16,168 |
| UBS Group AG | +349 | +23.0% | 1,869 |
| Steward Partners Investment Advisor | +300 | +6.3% | 5,049 |
| SBI Securities Co., Ltd. | +52 | +32.1% | 214 |
| MORGAN STANLEY | +5 | +0.3% | 1,930 |
Biggest Decreases (6)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| WELLS FARGO & COMPANY/MN | -5,000 | -69.4% | 2,200 |
| RENAISSANCE TECHNOLOGIES LLC | -2,700 | -4.1% | 63,352 |
| GEODE CAPITAL MANAGEMENT, LLC | -911 | -2.5% | 35,798 |
| DIMENSIONAL FUND ADVISORS LP | -498 | -1.8% | 27,905 |
| JONES FINANCIAL COMPANIES LLLP | -100 | -7.8% | 1,190 |
| VANGUARD FIDUCIARY TRUST CO | -50 | -0.2% | 25,866 |