Q3 2023 13F Holders as of 9/30/2023
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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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5M
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Number of holders
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28
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Total 13F shares, excl. options
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604K
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Shares change
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+11.3K
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Total reported value, excl. options
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$3.53M
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Value change
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+$66.4K
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Number of buys
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6
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Number of sells
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-7
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Price
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$5.84
Significant Holders of WILLAMETTE VALLEY VINEYARDS INC - Common Stock, no par value (WVVI) as of Q3 2023
30 filings reported holding WVVI - WILLAMETTE VALLEY VINEYARDS INC - Common Stock, no par value as of Q3 2023.
WILLAMETTE VALLEY VINEYARDS INC - Common Stock, no par value (WVVI) has 28 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 604K shares
of 5M outstanding shares and own 12.08% of the company stock.
Largest 10 shareholders include VANGUARD GROUP INC (224K shares), RENAISSANCE TECHNOLOGIES LLC (84.6K shares), Next Capital Management LLC (54.8K shares), DIMENSIONAL FUND ADVISORS LP (38.9K shares), Creative Planning (31.1K shares), GEODE CAPITAL MANAGEMENT, LLC (27.9K shares), Teton Advisors, Inc. (23K shares), GABELLI FUNDS LLC (20K shares), Clearview Wealth Advisors LLC (15.6K shares), and STATE STREET CORP (14.1K shares).
This table shows the top 28 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| 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.