Institutional Ownership Cvb Financial Corp (CVBF)
This table provides information about the institutional ownership of Cvb Financial Corp (CVBF). We have compiled data on the 243 institutions that hold shares in the stock, with a total of 101 Million shares, which have been reported (via 13F filing form) to have a value of $2.27 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sterling Capital Management LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
456
shares
|
$10,574
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
414
shares
|
$9,600
0.01% of portfolio
|
Q2 2022
Reduced 2.82%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 15, 2024 Q3 2024 |
303
shares
|
$7,026
0.0% of portfolio
|
Q3 2024
Added 36.49%
|
|
|
Trust CO Of Vermont
|
Oct 16, 2024 Q3 2024 |
241
shares
|
$5,588
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
200
shares
|
$4,638
0.0% of portfolio
|
Q2 2024
Reduced 99.19%
|
|
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
Nov 07, 2024 Q3 2024 |
198
shares
|
$4,591
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
197
shares
|
$4,568
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
175
shares
|
$4,058
0.0% of portfolio
|
Q3 2024
Added 94.44%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 13, 2024 Q3 2024 |
161
shares
|
$3,733
0.0% of portfolio
|
Q4 2023
Reduced 11.54%
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
146
shares
|
$3,385
0.0% of portfolio
|
Q3 2024
Reduced 98.17%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
134
shares
|
$3,107
0.0% of portfolio
|
Q3 2024
Reduced 79.13%
|
|
|
Quent Capital, LLC
|
Oct 04, 2024 Q3 2024 |
122
shares
|
$2,829
0.0% of portfolio
|
Q2 2024
Added 0.83%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
121
shares
|
$2,805
0.0% of portfolio
|
Q4 2023
Reduced 10.37%
|
|
|
Capital Performance Advisors LLP
|
Nov 01, 2024 Q3 2024 |
121
shares
|
$2,805
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Prestige Wealth Management Group LLC
|
Nov 14, 2024 Q3 2024 |
104
shares
|
$2,411
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Planned Solutions, Inc.
|
Oct 08, 2024 Q3 2024 |
101
shares
|
$2,342
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
100
shares
|
$2,319
0.0% of portfolio
|
Q3 2024
Added 4.17%
|
|
|
Farmers & Merchants Investments Inc
|
Oct 25, 2024 Q3 2024 |
95
shares
|
$2,203
0.0% of portfolio
|
Q4 2022
Added 7.95%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
95
shares
|
$2,203
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Quarry LP
New York, NY |
Nov 14, 2024 Q3 2024 |
90
shares
|
$2,087
0.0% of portfolio
|
Q3 2024
Reduced 16.67%
|
|
|
Hexagon Capital Partners LLC
|
Oct 08, 2024 Q3 2024 |
87
shares
|
$2,017
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
77
shares
|
$1,785
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Hemington Wealth Management
|
Nov 12, 2024 Q3 2024 |
77
shares
|
$1,785
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
75
shares
|
$1,739
0.0% of portfolio
|
Q1 2020
Added 129.33%
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
60
shares
|
$1,391
0.0% of portfolio
|
Q3 2024
New holding
|