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WILLAMETTE VALLEY VINEYARDS INC (WVVI) Ownership Summary
Institutional Holders
Total Number of Holders 36
% of Shares Outstanding 12.31%
Total Shares Held 611,149
Total Value of Holdings $2,261,251.30
Net Activity 16,028
 
Top 5 Holders Shares Held Shares Changed
VANGUARD GROUP INC 224,812 0
RENAISSANCE TECHNOLOGIES LLC 79,952 (1,100)
NEXT CAPITAL MANAGEMENT LLC 54,800 0
GEODE CAPITAL MANAGEMENT, LLC 33,852 5,927
DIMENSIONAL FUND ADVISORS LP 33,684 (3,640)

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Insider Trades
 Last 3 mos.Last 12 mos.
Number of Insider Trades1010
Number of Buys1010
Number of Sells00
Net Activity11,31511,315
 
Top 5 TradesShares Traded Date
BERNAU JAMES W4088/22/2024
BERNAU JAMES W1,9368/21/2024
TUREL STANLEY G2,0008/21/2024
TUREL STANLEY G1358/20/2024
BERNAU JAMES W1588/16/2024

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5% Ownership (SC 13D & SC 13G Filings)
View Form   Filer  Received  Period 
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View Filing in HTMLView Filing in RTFView Filing in PDFView Filing in ExcelView Filing in Original Format  SC 13G/A   THOMA CARL D  02/08/17   File this document to a folder.
View Filing in HTMLView Filing in RTFView Filing in PDFView Filing in ExcelView Filing in Original Format  SC 13G/A   THOMA CARL D  02/16/16   File this document to a folder.
View Filing in HTMLView Filing in RTFView Filing in PDFView Filing in ExcelView Filing in Original Format  SC 13G   THOMA CARL D  06/11/12   File this document to a folder.