WVVI Insider Trading

Insider Ownership Percentage: 7.98%
Insider Buying (Last 12 Months): $39,195.00
Insider Selling (Last 12 Months): $0.00

Willamette Valley Vineyards Insider Trading History Chart

This chart shows the insider buying and selling history at Willamette Valley Vineyards by year and by quarter.

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Willamette Valley Vineyards Share Price & Price History

Current Price: $4.51
Price Change: Price Decrease of -0.06 (-1.31%)
As of 04/12/2024 03:54 PM ET

This chart shows the closing price history over time for WVVI up to the past year.

Skip Chart and Table DataPrice Data in Insider Trading History Table
Days: 30 | 90 | 365

Willamette Valley Vineyards Insider Trading History

Transaction DateInsider NameTitleBuy/SellNumber of SharesAverage Share PriceTotal TransactionShares Held After TransactionDetails
6/20/2023James W. BernauCEOBuy6,588$5.85$38,539.80362,202View SEC Filing Icon  
6/16/2023James W. BernauCEOBuy112$5.85$655.20355,614View SEC Filing Icon  
10/11/2021James W. BernauCEOSell6,641$13.53$89,852.73View SEC Filing Icon  
10/8/2021James W. BernauCEOSell14,330$12.77$182,994.10View SEC Filing Icon  
9/1/2021James W. BernauCEOSell448$12.75$5,712.00376,921View SEC Filing Icon  
8/30/2021James W. BernauCEOSell558$12.75$7,114.50View SEC Filing Icon  
8/25/2021James W. BernauCEOSell249$12.75$3,174.75View SEC Filing Icon  
8/23/2021James W. BernauCEOSell2,053$12.75$26,175.75386,420View SEC Filing Icon  
5/26/2021James W. BernauCEOSell17,800$14.00$249,200.00405,673View SEC Filing Icon  
5/18/2021James W. BernauCEOSell17,200$13.76$236,672.00422,973View SEC Filing Icon  
5/4/2021Stanley G TurelDirectorSell3,000$13.97$41,910.0014,192View SEC Filing Icon  
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SEC Filings (Institutional Ownership Changes) for Willamette Valley Vineyards (NASDAQ:WVVI)

12.24% of Willamette Valley Vineyards stock is owned by institutions. Institutional ownership can be a sign of analyst confidence in the fundamentals of the stock.

Institutional Buying and Selling by Quarter

This chart shows the instiutional buying and selling at WVVI by year and by quarter.

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Willamette Valley Vineyards Institutional Trading History

Reporting DateHedge FundShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/14/2024Creative Planning15,600$83K0.0%-49.8%0.314%Search for SEC Filing on Google Icon
11/16/2023Creative Planning31,100$0.18M0.0%+99.4%0.627%Search for SEC Filing on Google Icon
8/11/2023Renaissance Technologies LLC85,752$0.49M0.0%-4.9%1.729%Search for SEC Filing on Google Icon
8/9/2023Dimensional Fund Advisors LP42,020$0.24M0.0%-16.5%0.846%Search for SEC Filing on Google Icon
5/16/2023Colony Group LLC23,921$0.15M0.0%-33.4%0.482%Search for SEC Filing on Google Icon
5/12/2023Renaissance Technologies LLC90,152$0.55M0.0%-2.4%1.816%Search for SEC Filing on Google Icon
2/13/2023Wells Fargo & Company MN13,126$78K0.0%-13.2%0.265%Search for SEC Filing on Google Icon
2/13/2023Renaissance Technologies LLC92,352$0.55M0.0%-11.0%1.862%Search for SEC Filing on Google Icon
11/15/2022BlackRock Inc.10,908$66K0.0%-14.1%0.220%Search for SEC Filing on Google Icon
11/14/2022Renaissance Technologies LLC103,752$0.64M0.0%-16.0%2.090%Search for SEC Filing on Google Icon
11/10/2022UBS Group AG5,140$32K0.0%+102.8%0.104%Search for SEC Filing on Google Icon
8/13/2022NewEdge Advisors LLC12,921$81K0.0%N/A0.393%Search for SEC Filing on Google Icon
8/13/2022Renaissance Technologies LLC123,452$0.77M0.0%-12.7%3.749%Search for SEC Filing on Google Icon
8/1/2022James Investment Research Inc.12,921$81K0.0%+63.1%0.392%Search for SEC Filing on Google Icon
6/7/2022Bank of America Corp DE13,358$0.12M0.0%-12.4%0.000%Search for SEC Filing on Google Icon
5/16/2022UBS Group AG5,663$51K0.0%+42.9%0.114%Search for SEC Filing on Google Icon
5/13/2022Renaissance Technologies LLC141,357$1.28M0.0%-15.4%2.850%Search for SEC Filing on Google Icon
5/13/2022Vanguard Group Inc.213,403$1.93M0.0%+4.1%0.000%Search for SEC Filing on Google Icon
5/13/2022Dimensional Fund Advisors LP41,965$0.38M0.0%-3.9%0.000%Search for SEC Filing on Google Icon
5/4/2022Advisor Group Holdings Inc.10,922$99K0.0%-15.4%0.000%Search for SEC Filing on Google Icon
4/29/2022Navellier & Associates Inc.12,751$0.12M0.0%+15.8%0.257%Search for SEC Filing on Google Icon
2/14/2022Navellier & Associates Inc.11,015$95K0.0%N/A0.222%Search for SEC Filing on Google Icon
2/3/2022Advisor Group Holdings Inc.12,916$0.11M0.0%+65.9%0.260%Search for SEC Filing on Google Icon
11/17/2021Colony Group LLC22,921$0.29M0.0%N/A0.462%Search for SEC Filing on Google Icon
11/12/2021Renaissance Technologies LLC128,585$1.63M0.0%-15.0%2.592%Search for SEC Filing on Google Icon
11/10/2021O Shaughnessy Asset Management LLC11,935$0.15M0.0%+23.0%0.241%Search for SEC Filing on Google Icon
11/5/2021Advisor Group Holdings Inc.7,785$99K0.0%-10.8%0.157%Search for SEC Filing on Google Icon
10/19/2021Next Capital Management LLC54,800$0.70M0.5%N/A1.105%Search for SEC Filing on Google Icon
8/16/2021State Street Corp13,512$0.19M0.0%N/A0.272%Search for SEC Filing on Google Icon
8/13/2021Geode Capital Management LLC25,662$0.35M0.0%N/A0.517%Search for SEC Filing on Google Icon
8/13/2021Vanguard Group Inc.183,714$2.51M0.0%+147.4%3.704%Search for SEC Filing on Google Icon
8/12/2021Dimensional Fund Advisors LP41,417$0.57M0.0%+206.5%0.835%Search for SEC Filing on Google Icon
8/9/2021O Shaughnessy Asset Management LLC9,705$0.13M0.0%N/A0.196%Search for SEC Filing on Google Icon
8/2/2021Advisor Group Holdings Inc.8,729$0.12M0.0%+384.9%0.176%Search for SEC Filing on Google Icon
8/1/2021Clearview Wealth Advisors LLC15,674$0.21M0.1%-27.7%0.316%Search for SEC Filing on Google Icon
5/21/2021Citadel Advisors LLC10,191$92K0.0%N/A0.205%Search for SEC Filing on Google Icon
5/18/2021Citadel Advisors LLC10,191$92K0.0%N/A0.205%Search for SEC Filing on Google Icon
5/14/2021Dimensional Fund Advisors LP13,513$0.12M0.0%+16.4%0.272%Search for SEC Filing on Google Icon
5/13/2021Renaissance Technologies LLC151,403$1.37M0.0%+20.1%3.052%Search for SEC Filing on Google Icon
5/12/2021UBS Group AG3,413$31K0.0%+349.1%0.069%Search for SEC Filing on Google Icon
5/6/2021Clearview Wealth Advisors LLC21,674$0.20M0.1%-39.2%0.437%Search for SEC Filing on Google Icon
4/30/2021Next Capital Management LLC54,800$0.50M0.3%-2.4%1.105%Search for SEC Filing on Google Icon
2/10/2021Renaissance Technologies LLC126,047$0.80M0.0%+12.5%2.541%Search for SEC Filing on Google Icon
1/21/2021Clearview Wealth Advisors LLC35,674$0.23M0.2%N/A0.719%Search for SEC Filing on Google Icon
11/13/2020Morgan Stanley5,950$37K0.0%+38.4%0.120%Search for SEC Filing on Google Icon
6/16/2020Royal Bank of Canada12,242$59K0.0%N/A0.247%Search for SEC Filing on Google Icon
2/13/2020Renaissance Technologies LLC103,502$0.72M0.0%+5.5%2.085%Search for SEC Filing on Google Icon
Data available starting January 2016

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Willamette Valley Vineyards logo
Willamette Valley Vineyards, Inc. produces and sells wine in the United States and internationally. The company operates through two segments, Direct Sales and Distributor Sales. It primarily offers Pinot Noir, Chardonnay, Pinot Gris, Pinot Blanc, Sauvignon Blanc, Gruner Veltliner, Rose, Brut, Brut Rose, and Riesling branded wines under the Willamette Valley Vineyards label; Semi-Sparkling Muscat branded wine under the Tualatin Estate Vineyards label; Syrah, Merlot, Cabernet Sauvignon, Grenache, Cabernet Franc, Tempranillo, Malbec, The Griffin, and Viognier branded wines under the Griffin Creek label; and Brut, Brut Rose, and Blanc de Blancs under the Domaine Willamette label. The company also provides Pinot Noir and Chardonnay branded wine under the Elton label; Chrysologue, Merlot, and Cabernet Sauvignon branded wine under the Pambrun label; and Frontiere Syrah, Lisette Rose, Graviére Syrah, Voyageur Syrah, Bourgeois Grenache, and Voltigeur Viognier branded wine under the Maison Bleue label, as well as offers wines under the Natoma, Pere Ami, and Metis labels. It owns and leases approximately 1,018 acres of land. The company markets and sells its wine products through direct sales at the retail locations; mailing lists; and distributors and wine brokers. Willamette Valley Vineyards, Inc. was founded in 1983 and is headquartered in Turner, Oregon.
Read More on Willamette Valley Vineyards

Today's Range

Now: $4.51
Low: $4.51
High: $4.51

50 Day Range

MA: $5.07
Low: $4.57
High: $5.26

52 Week Range

Now: $4.51
Low: $4.51
High: $6.59

Volume

2,031 shs

Average Volume

3,096 shs

Market Capitalization

$22.37 million

P/E Ratio

N/A

Dividend Yield

N/A

Beta

0.7

Who are the company insiders with the largest holdings of Willamette Valley Vineyards?

Willamette Valley Vineyards' top insider investors include:
  1. James W Bernau (CEO)
Learn More about top insider investors at Willamette Valley Vineyards.