HolderBook

VINTAGE WINE ESTATES INC (VWEWQ)

Institutional ownership reported to the SEC as of Q3 2024, across 11 quarters.

3
Reporting holders
$94
Reported value
59.6%
Held as options
-17
Holder change

Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.

Holders

FilerValueShares Their book Held Change
LMR Partners LLP$56options only0.00%10qOPTIONS
TD Waterhouse Canada Inc.$34168,5130.00%8qHELD
MERCER GLOBAL ADVISORS INC /ADV$417,7000.00%2qHELD

Quarter by quarter

Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q3 20243$94186,21300159.6%
Q2 202420$85.8K9,338,4402420.1%
Q1 202418$53.3K4,841,8052210.1%
Q4 202319$116.3K10,835,9962540.0%
Q3 202317$169.1K11,136,3023010.1%
Q2 202316$396.7K14,618,4570330.0%
Q1 202317$1.3M15,237,3760340.0%
Q4 202215$2.4M5,074,4543150.0%
Q3 202221$7.8M15,446,0542260.0%
Q2 202220$22.6M14,998,1644340.0%
Q1 202217$29.0M15,113,26216000.0%