Willamette Valley Vineyards Inc
WVVI- Exchange
- Nasdaq
- Industry
- Beverages
- SEC CIK
- 0000838875
In the last 90 days, Willamette Valley Vineyards Inc insiders filed 5 open-market purchases and 0 sales; 35 institutions reported holding it in 13F filings for Q2 2026, worth $1.38M in total; no superinvestor holds it.
Other share classesWVVIP
Q3 2021 vs. Q2 2021
How the institutions holding Willamette Valley Vineyards Inc changed between Q2 2021 and Q3 2021.
All holders in Q3 2021All holders in Q2 2021
| Measure | Q2 2021 | Of which not filed for Q3 2021 | Q3 2021 | Change |
|---|---|---|---|---|
| Holders | 30 | 1 | 28 | −1 |
| Shares | 594.4K | 3 | 613.1K | +18.6K (+3.1%) |
| Value | $8.13M | $0 | $7.79M | −$341.0K (−4.2%) |
1 institution that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so the changes leave them out.
New holders (2)
Institutions that held Willamette Valley Vineyards Inc at the end of Q3 2021 but not at the end of Q2 2021.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Colony Group LLC | 22,921 | $291.0K | 0.01% |
| JPMorgan Chase & Co | 143 | $2.00K | 0.00% |
Sold out (3)
Institutions that held Willamette Valley Vineyards Inc at the end of Q2 2021 and filed for Q3 2021 without it.
| Institution | Shares, Q2 2021 | Value, Q2 2021 |
|---|---|---|
| Institutional & Family Asset Management, LLC | 2,145 | $29.0K |
| Trust Co of Vermont | 425 | $6.00K |
| Advisory Services Network, LLC | 149 | $2.00K |
Not filed for Q3 2021 yet (1)
Institutions that held Willamette Valley Vineyards Inc at the end of Q2 2021 and haven't filed a 13F for Q3 2021. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q2 2021 | Value, Q2 2021 |
|---|---|---|
| CWM, LLC | 3 | $0 |