Institutional shares held 781,673
0 calls
0 puts
Total value of holdings $20.5M
$0 calls
$0 puts
# of Institutions 43


Latest Institutional Activity in CVY

Top Purchases

Q3 2025
Jones Financial Companies Lllp Shares Held: 2.03K ($53K)
Q3 2025
Financial Perspectives, Inc Shares Held: 426 ($11.2K)
Q3 2025
St Germain D J CO Inc Shares Held: 164 ($4.29K)
Q2 2025
Morgan Stanley Shares Held: 136K ($3.55M)
Q2 2025
Lpl Financial LLC Shares Held: 74.6K ($1.95M)

Top Sells

Q3 2025
Hbk Sorce Advisory LLC Shares Held: 100K ($2.62M)
Q3 2025
Commonwealth Equity Services, LLC Shares Held: 89.1K ($2.33M)
Q3 2025
Geneos Wealth Management Inc. Shares Held: 400 ($10.5K)
Q3 2025
Cx Institutional Shares Held: 530 ($13.9K)
Q2 2025
Advisor Group Holdings, Inc. Shares Held: 18.9K ($496K)

About CVY

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