Institutional Ownership Nv5 Global, Inc. (NVEE)
This table provides information about the institutional ownership of Nv5 Global, Inc. (NVEE). We have compiled data on the 242 institutions that hold shares in the stock, with a total of 40.7 Million shares, which have been reported (via 13F filing form) to have a value of $951 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
4,258
shares
|
$99,552
0.0% of portfolio
|
Q2 2023
Reduced 1.34%
|
|
|
Kbc Group Nv
|
Apr 25, 2025 Q1 2025 |
4,223
shares
|
$98,733
0.0% of portfolio
|
Q4 2024
Added 527.49%
|
|
|
Kula Investments, LLC
Chicago, IL |
May 15, 2023 Q1 2023 |
3,709
shares
|
$86,716
0.1% of portfolio
|
Q1 2023
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
3,649
shares
|
$85,313
0.0% of portfolio
|
Q1 2025
Added 1.81%
|
|
|
Signaturefd, LLC
Atlanta, GA |
May 01, 2025 Q1 2025 |
3,404
shares
|
$79,585
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
May 14, 2025 Q1 2025 |
3,000
shares
|
$70,140
0.04% of portfolio
|
Q1 2025
Added 200.0%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
2,800
shares
|
$65,464
0.0% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
2,640
shares
|
$61,723
0.0% of portfolio
|
Q1 2025
Added 5.1%
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
2,450
shares
|
$57,281
0.07% of portfolio
|
Q2 2022
Reduced 6.13%
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
2,303
shares
|
$53,844
0.0% of portfolio
|
Q1 2025
Reduced 81.28%
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
1,695
shares
|
$39,629
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Exane Derivatives
|
Jul 12, 2022 Q2 2022 |
1,691
shares
|
$39,535
0.13% of portfolio
|
Q2 2022
Reduced 6.83%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2025 Q1 2025 |
1,559
shares
|
$36,449
0.0% of portfolio
|
Q1 2025
Reduced 75.72%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
1,234
shares
|
$28,850
0.0% of portfolio
|
Q4 2024
Added 299.19%
|
|
|
Nisa Investment Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
922
shares
|
$21,556
0.0% of portfolio
|
Q1 2025
Added 39.91%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
816
shares
|
$19,078
0.0% of portfolio
|
Q1 2025
Reduced 45.78%
|
|
|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
802
shares
|
$18,750
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
671
shares
|
$15,687
0.0% of portfolio
|
Q4 2024
Added 335.71%
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
630
shares
|
$14,729
0.0% of portfolio
|
Q2 2025
Reduced 35.52%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
572
shares
|
$13,373
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
459
shares
|
$10,731
0.0% of portfolio
|
Q2 2025
Added 1986.36%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
446
shares
|
$10,427
0.0% of portfolio
|
Q4 2024
Reduced 55.53%
|
|
|
Svb Wealth LLC
Boston, MA |
May 14, 2025 Q1 2025 |
418
shares
|
$9,772
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Peterson Wealth Services
|
May 05, 2025 Q1 2025 |
400
shares
|
$9,352
0.0% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
351
shares
|
$8,206
0.0% of portfolio
|
Q1 2025
New holding
|