Willamette Valley Vineyards, Inc.

NasdaqCM:WVVI Stock Report

Market Cap: US$16.2m

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: WVVI 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
Institutions612,12612.3%
Individual Insiders1,135,94622.9%
General Public3,216,45764.8%

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$1.2m1.56%no data
6.77%
Carl Thoma
336,189US$1.1m0%no data
4.53%
The Vanguard Group, Inc.
224,812US$735.1k0%no data
1.56%
Renaissance Technologies LLC
77,652US$253.9k-2.88%no data
1.1%
Next Capital Management, LLC
54,800US$179.2k0%0.07%
0.7%
Geode Capital Management, LLC
34,786US$113.8k2.76%no data
0.6%
Dimensional Fund Advisors LP
29,941US$97.9k-11.1%no data
0.46%
Teton Advisors, LLC
23,000US$75.2k0%0.03%
0.4%
GAMCO Investors, Inc.
20,000US$65.4k0%no data
0.4%
James Ellis
19,865US$65.0k0%no data
0.32%
Susquehanna International Group, LLP, Asset Management Arm
15,686US$51.3k-28.3%no data
0.31%
Creative Planning, LLC
15,600US$51.0k0%no data
0.31%
Clearview Wealth Advisors, LLC
15,574US$50.9k0%0.04%
0.31%
Stan Turel
15,327US$50.1k25.7%no data
0.26%
James Investment Research, Inc.
12,921US$42.3k0%no data
0.26%
NewEdge Advisors, LLC
12,921US$42.3k0%no data
0.22%
T. Rowe Price Group, Inc.
10,850US$35.5k0%no data
0.22%
State Street Global Advisors, Inc.
10,700US$35.0k0%no data
0.2%
Wedbush Asset Management, LLC
10,099US$33.0k0%no data
0.2%
De Lisle Partners Llp
10,000US$32.7k0%0.01%
0.12%
Morgan Stanley, Investment Banking and Brokerage Investments
6,175US$20.2k0%no data
0.1%
Sean Cary
5,200US$17.0k0%no data
0.1%
Steward Partners Investment Advisory, LLC
5,049US$16.5k40.1%no data
0.1%
Wells Fargo & Company, Securities and Brokerage Investments
5,000US$16.3k100%no data