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 241 institutions that hold shares in the stock, with a total of 40.8 Million shares, which have been reported (via 13F filing form) to have a value of $911 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Massmutual Trust CO Fsb
|
Apr 01, 2025 Q1 2025 |
379
shares
|
$8,425
0.0% of portfolio
|
Q1 2025
Added 457.35%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
351
shares
|
$7,802
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
326
shares
|
$7,246
0.0% of portfolio
|
Q4 2024
Added 372.46%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
309
shares
|
$6,869
0.01% of portfolio
|
Q4 2020
New holding
|
|
|
Main Street Group, LTD
Glen Allen, VA |
May 14, 2025 Q1 2025 |
264
shares
|
$5,868
0.0% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
May 02, 2025 Q1 2025 |
217
shares
|
$4,823
0.0% of portfolio
|
Q1 2025
Added 149.43%
|
|
|
Fifth Third Bancorp
|
Apr 15, 2025 Q1 2025 |
202
shares
|
$4,490
0.0% of portfolio
|
Q1 2025
Added 35.57%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
179
shares
|
$3,979
0.0% of portfolio
|
Q3 2018
Added 16.99%
|
|
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
May 07, 2025 Q1 2025 |
175
shares
|
$3,890
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Psi Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
160
shares
|
$3,556
0.0% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
147
shares
|
$3,267
0.0% of portfolio
|
Q1 2025
Reduced 69.05%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
147
shares
|
$3,267
0.0% of portfolio
|
Q4 2024
Added 258.54%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
144
shares
|
$3,201
0.0% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
May 13, 2025 Q1 2025 |
130
shares
|
$2,889
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
120
shares
|
$2,667
0.0% of portfolio
|
Q1 2025
Added 700.0%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
88
shares
|
$1,956
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
84
shares
|
$1,867
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
May 15, 2025 Q1 2025 |
60
shares
|
$1,333
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Covestor LTD
Boston, MA |
May 12, 2025 Q1 2025 |
36
shares
|
$800
0.0% of portfolio
|
Q1 2025
Added 24.14%
|
|
|
Farmers & Merchants Investments Inc
|
Apr 16, 2025 Q1 2025 |
36
shares
|
$800
0.0% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
May 09, 2025 Q1 2025 |
28
shares
|
$622
0.0% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
South State Corp
|
May 12, 2025 Q1 2025 |
28
shares
|
$622
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
27
shares
|
$600
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
May 13, 2025 Q1 2025 |
26
shares
|
$577
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
22
shares
|
$489
0.0% of portfolio
|
Q1 2025
New holding
|