Institutional Ownership Cvr Energy Inc (CVI)
This table provides information about the institutional ownership of Cvr Energy Inc (CVI). We have compiled data on the 232 institutions that hold shares in the stock, with a total of 102 Million shares, which have been reported (via 13F filing form) to have a value of $1.83 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Federated Hermes, Inc.
Pittsburgh, PA |
Nov 13, 2024 Q3 2024 |
342
shares
|
$6,159
0.0% of portfolio
|
Q3 2024
Reduced 82.08%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
317
shares
|
$5,709
0.0% of portfolio
|
Q2 2024
Added 6.02%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
263
shares
|
$4,736
0.0% of portfolio
|
Q3 2024
Added 113.82%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Oct 15, 2024 Q3 2024 |
250
shares
|
$4,502
0.0% of portfolio
|
Q3 2024
Added 25.0%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Nov 12, 2024 Q3 2024 |
238
shares
|
$4,286
0.0% of portfolio
|
Q3 2024
Added 1.71%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
168
shares
|
$3,025
0.0% of portfolio
|
Q3 2024
Added 1192.31%
|
|
|
Fifth Third Bancorp
|
Oct 17, 2024 Q3 2024 |
166
shares
|
$2,989
0.0% of portfolio
|
Q3 2024
Added 52.29%
|
|
|
Nvwm, LLC
|
Oct 29, 2024 Q3 2024 |
157
shares
|
$2,827
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Westside Investment Management, Inc.
|
Nov 20, 2024 Q3 2024 |
150
shares
|
$2,701
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 17, 2024 Q3 2024 |
113
shares
|
$2,035
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Umb Bank, N.A.
|
Oct 08, 2024 Q3 2024 |
105
shares
|
$1,891
0.0% of portfolio
|
Q3 2024
Added 191.67%
|
|
|
Lindbrook Capital, LLC
|
Nov 01, 2024 Q3 2024 |
90
shares
|
$1,620
0.0% of portfolio
|
Q3 2024
Reduced 32.84%
|
|
|
Massmutual Trust CO Fsb
|
Oct 02, 2024 Q3 2024 |
65
shares
|
$1,170
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
52
shares
|
$936
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 29, 2024 Q3 2024 |
49
shares
|
$882
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
46
shares
|
$828
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
45
shares
|
$810
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
Nov 14, 2024 Q3 2024 |
42
shares
|
$756
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
42
shares
|
$756
0.0% of portfolio
|
Q3 2024
Reduced 99.83%
|
|
|
Jfs Wealth Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
31
shares
|
$558
0.0% of portfolio
|
Q3 2024
Reduced 24.39%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
25
shares
|
$450
0.0% of portfolio
|
Q2 2020
Reduced 73.71%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
22
shares
|
$396
0.0% of portfolio
|
Q1 2024
Added 4.76%
|
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
Oct 25, 2024 Q3 2024 |
21
shares
|
$378
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
20
shares
|
$360
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Oct 25, 2024 Q3 2024 |
20
shares
|
$360
0.0% of portfolio
|
Q2 2023
New holding
|