Willamette Valley Vineyards, Inc.

NasdaqCM:WVVI Stock Report

Market Cap: US$17.2m

Willamette Valley Vineyards Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

NasdaqCM:WVVI Recent Insider Transactions by Companies or Individuals
DateValueNameEntityRoleSharesMax Price
22 Aug 24BuyUS$9,997James BernauIndividual2,702US$3.70
21 Aug 24BuyUS$8,006Stan TurelIndividual2,135US$3.75
10 Jul 24BuyUS$4,984James BernauIndividual1,278US$3.90
10 Jul 24BuyUS$6,698James BernauIndividual1,700US$3.94
09 Jul 24BuyUS$3,850Stan TurelIndividual1,000US$3.85
18 Jun 24BuyUS$9,800James BernauIndividual2,500US$3.92

Insider Trading Volume

Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.

Ownership Breakdown

What is the ownership structure of WVVI?
Owner TypeNumber of SharesOwnership Percentage
Institutions606,61312.2%
Individual Insiders1,135,94622.9%
General Public3,221,97064.9%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Top Shareholders

Top 25 shareholders own 34.81% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
7.76%
Chris Riccardi
385,485US$1.3m0%no data
7.46%
James Bernau
370,380US$1.3m1.56%no data
6.77%
Carl Thoma
336,189US$1.2m0%no data
4.53%
The Vanguard Group, Inc.
224,812US$779.0k0%no data
1.56%
Renaissance Technologies LLC
77,652US$269.1k-2.88%no data
1.1%
Next Capital Management, LLC
54,800US$189.9k0%0.08%
0.7%
Geode Capital Management, LLC
34,786US$120.5k2.76%no data
0.6%
Dimensional Fund Advisors LP
29,941US$103.7k-11.1%no data
0.46%
Teton Advisors, LLC
23,000US$79.7k0%0.03%
0.4%
GAMCO Investors, Inc.
20,000US$69.3k0%no data
0.4%
James Ellis
19,865US$68.8k0%no data
0.32%
Susquehanna International Group, LLP, Asset Management Arm
15,686US$54.4k-28.3%no data
0.31%
Creative Planning, LLC
15,600US$54.1k0%no data
0.31%
Clearview Wealth Advisors, LLC
15,574US$54.0k0%0.04%
0.31%
Stan Turel
15,327US$53.1k25.7%no data
0.26%
James Investment Research, Inc.
12,921US$44.8k0%0.01%
0.26%
NewEdge Advisors, LLC
12,921US$44.8k0%no data
0.22%
T. Rowe Price Group, Inc.
10,850US$37.6k0%no data
0.22%
State Street Global Advisors, Inc.
10,700US$37.1k0%no data
0.2%
Wedbush Asset Management, LLC
10,099US$35.0k0%no data
0.2%
De Lisle Partners Llp
10,000US$34.7k0%0.01%
0.12%
Morgan Stanley, Investment Banking and Brokerage Investments
6,175US$21.4k0%no data
0.1%
Sean Cary
5,200US$18.0k0%no data
0.1%
Steward Partners Investment Advisory, LLC
5,049US$17.5k40.1%no data
0.1%
Wells Fargo & Company, Securities and Brokerage Investments
5,000US$17.3k100%no data

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2024/12/30 02:06
End of Day Share Price 2024/12/30 00:00
Earnings2024/09/30
Annual Earnings2023/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .

Analyst Sources

Willamette Valley Vineyards, Inc. is covered by 0 analysts. 0 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution