Vintage Wine Estates Inc Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| NEXT CAPITAL MANAGEMENT LLC | 11/07/2024 | 100.05 K | $200 | 0.00% | 0.17% |
| BAADER BANK AKTIENGESELLSCHAFT | 10/29/2024 | 58.44 K | $1.10 K | 100.00% | 0.10% |
| TD WATERHOUSE CANADA INC. | 11/12/2024 | 13.01 K | $26 | 0.00% | 0.02% |
| XTX TOPCO LTD | 11/14/2024 | 12.06 K | $24 | -27.03% | 0.02% |
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. | 10/18/2024 | 11.00 K | $22 | 100.00% | 0.02% |
| FINEMARK NATIONAL BANK & TRUST | 11/13/2024 | 10.00 K | $20 | 0.00% | 0.02% |
| VERITY WEALTH ADVISORS | 10/03/2024 | 10.00 K | $20 | 0.00% | 0.02% |
| EMC CAPITAL MANAGEMENT | 10/28/2024 | 9.07 K | $235.00 K | -57.32% | 0.02% |
| JPMORGAN CHASE & CO | 12/26/2024 | 0 | $0 | -100.00% | 0.00% |
| US BANCORP \DE\ | 10/28/2024 | 0 | $0 | -100.00% | 0.00% |
| WELLS FARGO & COMPANY/MN | 11/13/2024 | 0 | $0 | -100.00% | 0.00% |
| NORTHERN TRUST CORP | 11/13/2024 | 0 | $0 | -100.00% | 0.00% |
| STATE STREET CORP | 11/14/2024 | 0 | $0 | -100.00% | 0.00% |
| VANGUARD GROUP INC | 11/13/2024 | 0 | $0 | -100.00% | 0.00% |
| BARCLAYS PLC | 03/31/2026 | 0 | $0 | -100.00% | 0.00% |
| STIFEL FINANCIAL CORP | 11/14/2024 | 0 | $0 | -100.00% | 0.00% |
| STEPHENS INC /AR/ | 10/28/2024 | 0 | $0 | -100.00% | 0.00% |
| WASATCH ADVISORS LP | 11/14/2024 | 0 | $0 | -100.00% | 0.00% |
| MORGAN STANLEY | 05/14/2025 | 0 | $0 | -100.00% | 0.00% |
| BANK OF MONTREAL /CAN/ | 11/13/2024 | 0 | $0 | -100.00% | 0.00% |
| GROUP ONE TRADING, L.P. | 11/14/2024 | 0 | $0 | -100.00% | 0.00% |
| 1832 ASSET MANAGEMENT L.P. | 11/13/2024 | 0 | $0 | -100.00% | 0.00% |
| TORONTO DOMINION BANK | 11/18/2024 | 0 | $0 | -100.00% | 0.00% |
| ROYAL BANK OF CANADA | 11/14/2024 | 0 | $0 | -100.00% | 0.00% |
| RENAISSANCE TECHNOLOGIES LLC | 11/13/2024 | 0 | $0 | -100.00% | 0.00% |
| FEDERATED HERMES, INC. | 11/13/2024 | 0 | $0 | -100.00% | 0.00% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2024 | 0 | $0 | -100.00% | 0.00% |
| MILLENNIUM MANAGEMENT LLC | 11/14/2024 | 0 | $0 | -100.00% | 0.00% |
| CIBC PRIVATE WEALTH GROUP, LLC | 11/13/2024 | 0 | $0 | -100.00% | 0.00% |
| AMUNDI | 11/13/2024 | 0 | $0 | -100.00% | 0.00% |
| MARINER, LLC | 11/13/2024 | 0 | $0 | -100.00% | 0.00% |
| LPL FINANCIAL LLC | 11/08/2024 | 0 | $0 | -100.00% | 0.00% |
| CITADEL ADVISORS LLC | 11/14/2024 | 0 | $0 | -100.00% | 0.00% |
| TOWER RESEARCH CAPITAL LLC (TRC) | 11/14/2024 | 0 | $0 | -100.00% | 0.00% |
| VIRTU FINANCIAL LLC | 11/20/2024 | 0 | $0 | -100.00% | 0.00% |
| ALLWORTH FINANCIAL LP | 10/23/2024 | 0 | $0 | -100.00% | 0.00% |
| JANE STREET GROUP, LLC | 11/15/2024 | 0 | $0 | -100.00% | 0.00% |
| UBS GROUP AG | 11/14/2024 | 0 | $0 | -100.00% | 0.00% |
| ENGINEERS GATE MANAGER LP | 11/14/2024 | 0 | $0 | -100.00% | 0.00% |
| PARADICE INVESTMENT MANAGEMENT LLC | 11/07/2024 | 0 | $0 | -100.00% | 0.00% |
| PARALLEL ADVISORS, LLC | 11/13/2024 | 0 | $0 | -100.00% | 0.00% |
| FORTIS ADVISORS, LLC | 11/07/2024 | 0 | $0 | -100.00% | 0.00% |
| SHAY CAPITAL LLC | 11/14/2024 | 0 | $0 | -100.00% | 0.00% |
| PRINCETON GLOBAL ASSET MANAGEMENT LLC | 10/29/2024 | 0 | $0 | -100.00% | 0.00% |
| U.S. CAPITAL WEALTH ADVISORS, LLC | 10/22/2024 | 0 | $0 | -100.00% | 0.00% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 10/22/2024 | 0 | $0 | -100.00% | 0.00% |
| CARTESIAN GROWTH CORP | 11/14/2024 | 0 | $0 | -100.00% | 0.00% |
| CONTINUUM ADVISORY, LLC | 11/15/2024 | 0 | $0 | -100.00% | 0.00% |
| BEACON CAPITAL MANAGEMENT, LLC | 11/07/2024 | 0 | $0 | -100.00% | 0.00% |
| LGT FINANCIAL ADVISORS LLC | 10/31/2024 | 0 | $0 | -100.00% | 0.00% |
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Vintage Wine Estates Inc institutional Ownership - FAQ's
During the previous two years, 8 institutional investors and hedge funds held shares of Vintage Wine Estates Inc. The most heavily invested institutionals were:
Raymond James Financial Services Advisors, Inc.: 11,000
BlackRock Inc.: 214,082
TIEDEMANN ADVISORS, LLC: 10,000
Ergoteles LLC: 0
Burleson & Company, LLC: 3,520
Danda Trouve Investment Management, Inc.: 1,000
0.37% of Vintage Wine Estates Inc stock is owned by institutional investors.
Institutional investors have bought a total of 240.10 K shares in the last 24 months. This purchase volume represents approximately $0 in transactions.