Institutional shares held 770,515
0 calls
0 puts
Total value of holdings $18.7M
$0 calls
$0 puts
# of Institutions 45


Latest Institutional Activity in CVY

Top Purchases

Q1 2025
Cambridge Investment Research Advisors, Inc. Shares Held: 81.8K ($1.98M)
Q1 2025
Assetmark, Inc Shares Held: 663 ($16.1K)
Q1 2025
Lpl Financial LLC Shares Held: 61.8K ($1.5M)
Q1 2025
Cx Institutional Shares Held: 539 ($13.1K)
Q1 2025
Geneos Wealth Management Inc. Shares Held: 613 ($14.9K)

Top Sells

Q1 2025
Hbk Sorce Advisory LLC Shares Held: 107K ($2.6M)
Q1 2025
Cetera Investment Advisers Shares Held: 10.6K ($257K)
Q4 2024
Advisor Group Holdings, Inc. Shares Held: 13.6K ($331K)
Q4 2024
Bank Of America Corp Shares Held: 14.4K ($350K)
Q4 2024
Wells Fargo & Company Shares Held: 25.3K ($614K)

About CVY

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