Q3 2023 13F Holders as of 30 Sep 2023
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Type / Class
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Equity / Common Stock, no par value
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Shares outstanding
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5,000,000
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Total 13F shares
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603,898
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Share change
-
+11,285
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Total reported value
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$3,530,476
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Price per share
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$5.84
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Number of holders
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28
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Value change
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+$66,355
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Number of buys
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6
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Number of sells
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7
Institutional Holders of WILLAMETTE VALLEY VINEYARDS INC - Common Stock, no par value (WVVI) as of Q3 2023
As of 30 Sep 2023 WILLAMETTE VALLEY VINEYARDS INC - Common Stock, no par value (WVVI) had 28 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 603,898 shares of stock of the company.
Largest 10 holders included VANGUARD GROUP INC, RENAISSANCE TECHNOLOGIES LLC, Next Capital Management LLC, DIMENSIONAL FUND ADVISORS LP, Creative Planning, GEODE CAPITAL MANAGEMENT, LLC, Teton Advisors, Inc., GABELLI FUNDS LLC, Clearview Wealth Advisors LLC, and STATE STREET CORP.
This table shows 28 institutional shareholders of the security as of 30 Sep 2023.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.