Institutional Ownership Cvd Equipment Corp (CVV)
This table provides information about the institutional ownership of Cvd Equipment Corp (CVV). We have compiled data on the 25 institutions that hold shares in the stock, with a total of 1.19 Million shares, which have been reported (via 13F filing form) to have a value of $3.63 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Amh Equity LTD
|
Aug 04, 2025 Q2 2025 |
424,748
shares
|
$1.3 Million
1.75% of portfolio
|
Q2 2025
Reduced 26.24%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Aug 11, 2025 Q2 2025 |
290,698
shares
|
$889,535
0.0% of portfolio
|
Q2 2025
Reduced 0.86%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Aug 13, 2025 Q2 2025 |
142,682
shares
|
$436,606
0.0% of portfolio
|
Q2 2025
Added 2.59%
|
|
|
Quinn Opportunity Partners LLC
Charlottesville, VA |
Aug 08, 2025 Q2 2025 |
82,544
shares
|
$252,584
0.02% of portfolio
|
Q2 2025
Added 0.97%
|
|
|
Dimensional Fund Advisors LP
Austin, TX |
Aug 12, 2025 Q2 2025 |
68,133
shares
|
$208,486
0.0% of portfolio
|
Q2 2025
Added 2.74%
|
|
|
Geode Capital Management, LLC
Boston, MA |
Aug 08, 2025 Q2 2025 |
65,877
shares
|
$201,583
0.0% of portfolio
|
Q2 2025
Added 0.24%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
25,772
shares
|
$78,862
0.0% of portfolio
|
Q2 2025
Added 14.33%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
21,371
shares
|
$65,395
0.0% of portfolio
|
Q2 2025
Reduced 32.14%
|
|
|
State Street Corp
Boston, MA |
Aug 14, 2025 Q2 2025 |
18,546
shares
|
$56,750
0.0% of portfolio
|
Q3 2022
Added 33.94%
|
|
|
Spears Abacus Advisors LLC
|
Aug 14, 2025 Q2 2025 |
16,000
shares
|
$48,960
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
15,840
shares
|
$48,470
0.0% of portfolio
|
Q3 2024
Reduced 8.65%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
13,244
shares
|
$40,526
0.0% of portfolio
|
Q2 2024
Reduced 6.76%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
2,023
shares
|
$6,190
0.0% of portfolio
|
Q2 2025
Added 2.22%
|
|
|
Curio Wealth, LLC
Annapolis, MD |
Jul 31, 2025 Q2 2025 |
2,000
shares
|
$6,120
0.0% of portfolio
|
Q2 2025
Added 199900.0%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 14, 2025 Q2 2025 |
1,304
shares
|
$3,990
0.0% of portfolio
|
Q2 2025
Added 1.56%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
1,210
shares
|
$3,702
0.0% of portfolio
|
Q1 2025
Added 505.0%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
1,000
shares
|
$3,060
0.0% of portfolio
|
Q4 2024
Reduced 9.09%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
300
shares
|
$918
0.0% of portfolio
|
Q2 2020
New holding
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
239
shares
|
$731
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
155
shares
|
$474
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jul 11, 2025 Q2 2025 |
100
shares
|
$306
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
54
shares
|
$165
0.0% of portfolio
|
Q2 2025
Added 20.0%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
42
shares
|
$128
0.0% of portfolio
|
Q2 2025
Reduced 93.46%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Aug 07, 2025 Q2 2025 |
1
shares
|
$3
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|