Willamette Valley Vineyards, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| VANGUARD GROUP INC | 02/11/2025 | 224,812 | $753,120 | 0.00% | 4.53% |
| RENAISSANCE TECHNOLOGIES LLC | 02/13/2025 | 74,352 | $249,079 | -4.25% | 1.50% |
| NEXT CAPITAL MANAGEMENT LLC | 02/11/2025 | 54,800 | $183,580 | 0.00% | 1.10% |
| GEODE CAPITAL MANAGEMENT, LLC | 02/12/2025 | 34,786 | $116,582 | 0.00% | 0.70% |
| DIMENSIONAL FUND ADVISORS LP | 02/13/2025 | 29,941 | $100,303 | 0.00% | 0.60% |
| TETON ADVISORS, INC. | 02/13/2025 | 23,000 | $77,050 | 0.00% | 0.46% |
| GABELLI FUNDS LLC | 02/13/2025 | 20,000 | $67,000 | 0.00% | 0.40% |
| CREATIVE PLANNING | 02/14/2025 | 15,600 | $52,260 | 0.00% | 0.31% |
| CLEARVIEW WEALTH ADVISORS LLC | 01/24/2025 | 15,574 | $52,173 | 0.00% | 0.31% |
| JAMES INVESTMENT RESEARCH INC | 01/30/2025 | 12,921 | $43,285 | 0.00% | 0.26% |
| NEWEDGE ADVISORS, LLC | 02/13/2025 | 12,921 | $43,285 | 0.00% | 0.26% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 02/14/2025 | 10,850 | $37,000 | 0.00% | 0.22% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 02/06/2025 | 5,049 | $16,914 | 0.00% | 0.10% |
| WELLS FARGO & COMPANY/MN | 02/13/2025 | 4,700 | $15,745 | -6.00% | 0.09% |
| TOWER RESEARCH CAPITAL LLC (TRC) | 02/13/2025 | 1,388 | $4,650 | -18.88% | 0.03% |
| NATIONAL BANK OF CANADA /FI/ | 02/12/2025 | 1,100 | $3,685 | 0.00% | 0.02% |
| ALLWORTH FINANCIAL LP | 01/30/2025 | 897 | $4,979 | 202.02% | 0.02% |
| HUMAN INVESTING LLC | 01/31/2025 | 800 | $2,680 | 100.00% | 0.02% |
| CLARITY ASSET MANAGEMENT, INC. | 02/14/2025 | 700 | $2,345 | 0.00% | 0.01% |
| JONES FINANCIAL COMPANIES LLLP | 02/06/2025 | 600 | $2,010 | 100.00% | 0.01% |
| US BANCORP \DE\ | 02/05/2025 | 400 | $1,340 | -85.19% | 0.01% |
| PARALLEL ADVISORS, LLC | 02/10/2025 | 300 | $1,005 | 0.00% | 0.01% |
| ADVISOR GROUP HOLDINGS, INC. | 02/07/2025 | 200 | $683 | -80.00% | 0.00% |
| WOLFF WIESE MAGANA LLC | 01/14/2025 | 144 | $483 | 0.00% | 0.00% |
| SRS CAPITAL ADVISORS, INC. | 02/05/2025 | 100 | $335 | 0.00% | 0.00% |
| ATLANTIC EDGE PRIVATE WEALTH MANAGEMENT, LLC | 01/29/2025 | 100 | $335 | 0.00% | 0.00% |
| 02/11/2025 | 100 | $335 | 100.00% | 0.00% | |
| 02/06/2025 | 74 | $248 | 100.00% | 0.00% | |
| JPMORGAN CHASE & CO | 02/12/2025 | 9 | $30 | 0.00% | 0.00% |
| WEDBUSH SECURITIES INC | 02/13/2025 | 0 | $0 | -100.00% | 0.00% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/14/2025 | 0 | $0 | -100.00% | 0.00% |
| UBS GROUP AG | 02/14/2025 | 0 | $0 | -100.00% | 0.00% |
| DE LISLE PARTNERS LLP | 02/13/2025 | 0 | $0 | -100.00% | 0.00% |
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Willamette Valley Vineyards, Inc. institutional Ownership - FAQ's
During the previous two years, 42 institutional investors and hedge funds held shares of Willamette Valley Vineyards, Inc.. The most heavily invested institutionals were:
VANGUARD GROUP INC: 224,812
RENAISSANCE TECHNOLOGIES LLC: 74,352
Next Capital Management LLC: 54,800
GEODE CAPITAL MANAGEMENT, LLC: 34,786
DIMENSIONAL FUND ADVISORS LP: 29,941
Teton Advisors, Inc.: 23,000
11.64% of Willamette Valley Vineyards, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 587,652 shares in the last 24 months. This purchase volume represents approximately $2.03 M in transactions.