Institutional Ownership Civista Bancshares, Inc. (CIVB)
This table provides information about the institutional ownership of Civista Bancshares, Inc. (CIVB). We have compiled data on the 120 institutions that hold shares in the stock, with a total of 8.56 Million shares, which have been reported (via 13F filing form) to have a value of $182 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
343
shares
|
$7,292
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Federated Hermes, Inc.
Pittsburgh, PA |
May 08, 2025 Q1 2025 |
331
shares
|
$7,037
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
319
shares
|
$6,781
0.0% of portfolio
|
Q4 2019
New holding
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
318
shares
|
$6,760
0.0% of portfolio
|
Q1 2023
Reduced 75.87%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
265
shares
|
$5,633
0.0% of portfolio
|
Q1 2025
Reduced 46.14%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
250
shares
|
$5,315
0.0% of portfolio
|
Q1 2025
Added 7.3%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
246
shares
|
$5,229
0.0% of portfolio
|
Q1 2025
Added 12.84%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
191
shares
|
$4,060
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
May 02, 2025 Q1 2025 |
114
shares
|
$2,423
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
111
shares
|
$2,359
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Point72 (Difc) LTD
Dubai, C0 |
May 15, 2025 Q1 2025 |
99
shares
|
$2,104
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Covestor LTD
Boston, MA |
May 12, 2025 Q1 2025 |
89
shares
|
$1,892
0.0% of portfolio
|
Q1 2025
Reduced 45.73%
|
|
|
State Of Wyoming
Cheyenne, WY |
May 14, 2025 Q1 2025 |
66
shares
|
$1,403
0.0% of portfolio
|
Q1 2025
Added 34.69%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
25
shares
|
$531
0.0% of portfolio
|
Q1 2025
Added 66.67%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
16
shares
|
$340
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
May 13, 2025 Q1 2025 |
7
shares
|
$148
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
5
shares
|
$106
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
2
shares
|
$42
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
May 01, 2025 Q1 2025 |
1
shares
|
$21
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|