Latest Institutional Transactions on Cvb Financial Corp (CVBF)
This table provides information on the latest institutional transactions involving Cvb Financial Corp (CVBF) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 05, 2023
Q1 2023
|
Versor Investments LP
|
BUY
|
- |
10.1K+ 100.0% |
$165K - $258K
|
20.2K
$399K
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
16+ 41.03% |
$262 - $409
|
55
$1.09K
|
|
|
May 04, 2023
Q1 2023
|
Emerald Mutual Fund Advisers Trust
|
BUY
|
- |
16.7KNew |
$273K - $427K
|
16.7K
$330K
|
|
|
May 03, 2023
Q1 2023
|
Van Eck Associates Corp
|
BUY
|
- |
12.2K+ 283.38% |
$200K - $312K
|
16.5K
$326K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-191- 98.45% |
$3.13K - $4.89K
|
3
$59.3
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
8New |
$131 - $205
|
8
$158
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
SELL
|
- |
-68- 75.56% |
$1.11K - $1.74K
|
22
$435
|
|
|
Apr 27, 2023
Q1 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
1.13K+ 175.78% |
$18.4K - $28.8K
|
1.77K
$34.9K
|
|
|
Apr 12, 2023
Q1 2023
|
Ellsworth Advisors, LLC
|
BUY
|
- |
800+ 5.47% |
$13.1K - $20.5K
|
15.4K
$305K
|
|
| Q4 2022 | |||||||
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-62- 6.29% |
$1.58K - $1.79K
|
924
$18.3K
|
|
|
Feb 15, 2023
Q4 2022
|
Rhino Investment Partners, Inc
West Conshohocken, PA |
SELL
|
- |
-157K- 37.24% |
$4.01M - $4.54M
|
264K
$5.23M
|
|
|
Feb 14, 2023
Q4 2022
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-443- 5.01% |
$11.3K - $12.8K
|
8.4K
$166K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
1.11KNew |
$28.4K - $32.3K
|
1.11K
$22K
|
|
|
Feb 14, 2023
Q4 2022
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
BUY
|
- |
72KNew |
$1.84M - $2.08M
|
72K
$1.42M
|
|
|
Feb 14, 2023
Q4 2022
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-3.06K- 21.11% |
$78.1K - $88.6K
|
11.4K
$226K
|
|
|
Feb 14, 2023
Q4 2022
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
37+ 0.35% |
$945 - $1.07K
|
10.6K
$209K
|
|
|
Feb 14, 2023
Q4 2022
|
Kula Investments, LLC
Chicago, IL |
BUY
|
- |
10.1KNew |
$258K - $293K
|
10.1K
$200K
|
|
|
Feb 14, 2023
Q4 2022
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
514New |
$13.1K - $14.9K
|
514
$10.2K
|
|
|
Feb 13, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-62- 0.63% |
$1.58K - $1.79K
|
9.7K
$192K
|
|
|
Feb 13, 2023
Q4 2022
|
Cipher Capital LP
New York, NY |
SELL
|
- |
-10.4K- 47.86% |
$266K - $302K
|
11.4K
$224K
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
191New |
$4.88K - $5.53K
|
191
$3.77K
|
|
|
Feb 10, 2023
Q4 2022
|
Loomis Sayles & CO L P
|
SELL
|
- |
-28.2K- 5.37% |
$720K - $817K
|
497K
$9.82M
|
|
|
Feb 10, 2023
Q4 2022
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
2.62K+ 12.02% |
$67K - $75.9K
|
24.4K
$483K
|
|
|
Feb 10, 2023
Q4 2022
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
5.07KNew |
$129K - $147K
|
5.07K
$100K
|
|
|
Feb 09, 2023
Q4 2022
|
Jennison Associates LLC
|
SELL
|
- |
-1.54K- 2.5% |
$39.4K - $44.7K
|
60.3K
$1.19M
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
800New |
$20.4K - $23.2K
|
800
$15.8K
|
|
|
Feb 06, 2023
Q4 2022
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
110K+ 66.95% |
$2.8M - $3.18M
|
274K
$5.41M
|
|
|
Feb 02, 2023
Q4 2022
|
Financial Advisors Network, Inc.
|
SELL
|
- |
-706- 7.86% |
$18K - $20.4K
|
8.28K
$164K
|
|
|
Feb 01, 2023
Q4 2022
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
6.67KNew |
$170K - $193K
|
6.67K
$132K
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
7.98KNew |
$204K - $231K
|
7.98K
$158K
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-23K- 34.74% |
$588K - $667K
|
43.2K
$854K
|
|
|
Jan 30, 2023
Q4 2022
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
366New |
$9.34K - $10.6K
|
366
$7.23K
|
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
11.2KNew |
$286K - $324K
|
11.2K
$221K
|
|
|
Jan 23, 2023
Q4 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
38New |
$970 - $1.1K
|
38
$751
|
|
| Q3 2022 | |||||||
|
Sep 21, 2023
Q3 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
5.17K+ 46.81% |
$124K - $145K
|
16.2K
$320K
|
|
|
Nov 14, 2022
Q3 2022
|
Shelton Capital Management
Denver, CO |
BUY
|
- |
8.02KNew |
$193K - $225K
|
8.02K
$159K
|
|
|
Nov 14, 2022
Q3 2022
|
Eam Investors, LLC
Solana Beach, CA |
BUY
|
- |
8.6K+ 18.19% |
$207K - $241K
|
55.9K
$1.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
33.5KNew |
$806K - $939K
|
33.5K
$662K
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
60.9K+ 2.84% |
$1.47M - $1.71M
|
2.21M
$43.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
332+ 143.72% |
$7.99K - $9.31K
|
563
$11.1K
|
|
|
Nov 14, 2022
Q3 2022
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-869- 38.23% |
$20.9K - $24.4K
|
1.4K
$27.7K
|
|
|
Nov 14, 2022
Q3 2022
|
Alpha Crest Capital Management LLC
New York, NY |
BUY
|
- |
19.6KNew |
$471K - $548K
|
19.6K
$387K
|
|
|
Nov 14, 2022
Q3 2022
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
26.7KNew |
$642K - $748K
|
26.7K
$527K
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
20+ 0.06% |
$481 - $561
|
36.4K
$719K
|
|
|
Nov 10, 2022
Q3 2022
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
28.7KNew |
$691K - $805K
|
28.7K
$567K
|
|
|
Nov 09, 2022
Q3 2022
|
Systematic Alpha Investments, LLC
Princeton, NJ |
BUY
|
- |
10.4KNew |
$250K - $292K
|
10.4K
$206K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
470New |
$11.3K - $13.2K
|
470
$9.29K
|
|
|
Oct 14, 2022
Q3 2022
|
Iowa State Bank
|
BUY
|
- |
8.07KNew |
$194K - $226K
|
8.07K
$159K
|
|
| Q2 2022 | |||||||
|
Sep 13, 2022
Q2 2022
|
Brown Advisory Inc
|
BUY
|
- |
8.34KNew |
$188K - $211K
|
8.34K
$165K
|
|
|
Aug 17, 2022
Q2 2022
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-64Closed |
$1.44K - $1.62K
|
0
$0
|
|