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Get Institutions for : 
Willamette Valley Vineyards Inc (WVVI)  
$4.10 0.05 (1.23%) as of 4:30 Fri 5/24


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 35    2
Total shares held : 
596,094  
% of shares held : 
12.02%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  3  
Amount of shares held : 
-8,750  
% of shares held change : 
  -0.18%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$5.81  
Last Quarter's Ending Price : 
$5.36  
Last Quarter's Average Price
$5.36  
Change from last quarter's     
avg. price to the last closing  : 
1.26 (23.51%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
2
 10,186
 1.71%
 
Increased Positions :
7
 1,135
 0.19%
 
Unchanged Positions :
20
 197,765
 33.18%
 
Decreased Positions :
6
-20,071
-3.37%
 
Closed Positions :
0
0
0%
 
Guru Positions :
0
 0%
 
View holdings for period: 
3-31-2022 View holdings for period: 
6-30-2022 View holdings for period: 
9-30-2022 View holdings for period: 
12-31-2022 View holdings for period: 
3-31-2023 View holdings for period: 
6-30-2023 View holdings for period: 
09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 4947 - 2024-03-31 12,941 $65,000 2,804
   MORGAN STANLEY 6027 - 2024-03-31 8,575 $45,000 800
   TOWER RESEARCH CAPITAL LLC 3641 - 2024-03-31 2,038 $11,000 40
   Advisor Group Holdings Inc. 5580 - 2024-03-31 1,962 $10,000 500
   Steward Partners Investment Advisory LLC 2992 - 2024-03-31 1,105 $6,000 300
   ROYAL BANK OF CANADA 6020 - 2024-03-31 317 $2,000 51
   J P MORGAN CHASE & CO 6016 - 2024-03-31 9 $0 3

  7 Records found
  1    
  Page 1 of 1
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