Willamette Valley Vineyards, Inc.

NasdaqCM:WVVI Stock Report

Market Cap: US$21.9m

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
20 Jun 23BuyUS$39,195James BernauIndividual6,700US$5.85

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
Private Companies1,9980.0402%
Institutions594,97512%
Individual Insiders1,124,63322.7%
General Public3,242,92365.3%

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

Top Shareholders

Top 25 shareholders own 34.45% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
7.76%
Chris Riccardi
385,485US$1.7m0%no data
7.3%
James Bernau
362,202US$1.6m0%no data
6.77%
Carl Thoma
336,189US$1.5m0%no data
4.53%
The Vanguard Group, Inc.
224,812US$991.4k0.23%no data
1.67%
Renaissance Technologies LLC
82,952US$365.8k-1.89%no data
1.1%
Next Capital Management, LLC
54,800US$241.7k0%0.1%
0.75%
Dimensional Fund Advisors LP
37,324US$164.6k-4.06%no data
0.56%
Geode Capital Management, LLC
27,925US$123.1k0%no data
0.46%
Teton Advisors, LLC
23,000US$101.4k0%0.03%
0.4%
GAMCO Investors, Inc.
20,000US$88.2k0%no data
0.4%
James Ellis
19,865US$87.6k0%no data
0.31%
Creative Planning, LLC
15,600US$68.8k-49.8%no data
0.31%
Clearview Wealth Advisors, LLC
15,574US$68.7k0%0.07%
0.28%
State Street Global Advisors, Inc.
14,112US$62.2k0%no data
0.26%
James Investment Research, Inc.
12,921US$57.0k0%0.01%
0.26%
NewEdge Advisors, LLC
12,921US$57.0k0%no data
0.25%
Stan Turel
12,192US$53.8k0%no data
0.22%
BlackRock, Inc.
11,030US$48.6k-7.73%no data
0.22%
T. Rowe Price Group, Inc.
10,850US$47.8k0%no data
0.2%
Susquehanna International Group, LLP, Asset Management Arm
10,137US$44.7k0%no data
0.16%
Morgan Stanley, Investment Banking and Brokerage Investments
7,775US$34.3k5.42%no data
0.1%
Sean Cary
5,200US$22.9k0%no data
0.054%
U.S. Bancorp Asset Management, Inc.
2,700US$11.9k0%no data
0.05%
Wells Fargo & Company, Securities and Brokerage Investments
2,482US$10.9k0%no data
0.04%
Cara Day
2,000US$8.8k0%no data
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