CVD Equipment Ownership | Who Owns CVD Equipment?
CVD Equipment Ownership Summary
CVD Equipment is owned by 21.80% institutional investors, 24.49% insiders, and 53.71% retail investors. Amh equity is the largest institutional shareholder, holding 9.16% of CVV shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 2.88% of its assets in CVD Equipment shares.
CVV Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | CVD Equipment | 21.80% | 24.49% | 53.71% |
| Sector | Industrials Stocks | 62.82% | 10.55% | 26.63% |
| Industry | Industrial Machinery Stocks | 76.77% | 7.61% | 15.61% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Amh equity | 623.86K | 9.16% | $2.43M |
| Vanguard group | 304.94K | 4.48% | $1.19M |
| Renaissance | 128.28K | 1.88% | $499.02K |
| Goldman sachs group | 98.90K | 1.45% | $384.70K |
| Geode capital management | 64.81K | 0.95% | $252.15K |
| Dimensional fund advisors lp | 61.29K | 0.90% | $238.43K |
| Quinn opportunity partners | 57.83K | 0.85% | $224.97K |
| Wells fargo & company/mn | 41.10K | 0.60% | $159.88K |
| Northern trust | 20.05K | 0.29% | $77.98K |
| State street | 18.55K | 0.27% | $72.14K |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Amh equity | 623.86K | 3.22% | $2.43M |
| Quinn opportunity partners | 57.83K | 0.03% | $224.97K |
| Spears abacus advisors | 16.00K | 0.00% | $62.24K |
| Renaissance | 128.28K | 0.00% | $499.02K |
| Castleview partners | 163.00 | 0.00% | $634.00 |
| Fintrust capital advisors | 300.00 | 0.00% | $1.17K |
| Caldwell sutter capital | 100.00 | 0.00% | $389.00 |
| Tower research capital llc (trc) | 1.90K | 0.00% | $7.39K |
| Commonwealth equity services | 17.34K | 0.00% | $67.00K |
| Dimensional fund advisors lp | 61.29K | 0.00% | $238.43K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Goldman sachs group | 98.90K | 0.00% | 64.57K |
| Ubs group | 9.64K | - | 9.04K |
| Geode capital management | 64.81K | - | 2.39K |
| Tower research capital llc (trc) | 1.90K | 0.00% | 440.00 |
| Citadel advisors | 13.65K | - | 85.00 |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Ameriprise financial | - | - | -70.25K |
| Amh equity | 623.86K | 3.22% | -36.14K |
| Vanguard group | 304.94K | - | -7.29K |
| Renaissance | 128.28K | 0.00% | -5.70K |
| Morgan stanley | 81.00 | - | -2.16K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Coppell advisory solutions | 16.00 | - | 16.00 | $62.00 |
Sold Out
| Holder | Change |
|---|---|
| Royal bank of canada | -161.00 |
| Ameriprise financial | -70.25K |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Sep 30, 2024 | 26 | 13.04% | 1,488,000 | -0.29% | 21 | 4.54% | 9 | 28.57% | 8 | - |
| Jun 30, 2024 | 23 | - | 1,492,279 | -3.03% | 21 | 4.29% | 7 | -12.50% | 8 | 33.33% |
| Mar 31, 2024 | 23 | 9.52% | 1,538,944 | 4.21% | 22 | 4.78% | 8 | -27.27% | 6 | 50.00% |
| Dec 31, 2023 | 21 | -4.55% | 1,476,759 | -21.07% | 21 | 2.87% | 11 | 120.00% | 4 | -42.86% |
| Sep 30, 2023 | 22 | -4.35% | 1,870,929 | -1.88% | 27 | 3.48% | 5 | -61.54% | 7 | 40.00% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Total Stock Mkt Idx Inv | 198.07K | 2.88% | - |
| Vanguard Institutional Extnd Mkt Idx Tr | 100.70K | 1.46% | - |
| DFA US Micro Cap I | 35.04K | 0.51% | - |
| Fidelity Extended Market Index | 28.13K | 0.41% | -2.68K |
| Fidelity Total Market Index | 12.63K | 0.18% | -4.44K |
| Fondcoyuntura FI | 12.00K | 0.17% | - |
| iShares Micro-Cap ETF | 11.62K | 0.17% | - |
| DFA US Small Cap I | 8.21K | 0.12% | - |
| Fidelity Series Total Market Index | 7.87K | 0.11% | - |
| Vanguard Instl Ttl Stck Mkt Idx Tr | 7.29K | 0.11% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Aug 20, 2024 | NIELSEN RAYMOND A | No longer a reporting person | Sell | $7.43K |
| Aug 21, 2024 | NIELSEN RAYMOND A | No longer a reporting person | Sell | $7.56K |
| Aug 23, 2024 | NIELSEN RAYMOND A | No longer a reporting person | Sell | $7.72K |
| Aug 20, 2024 | NIELSEN RAYMOND A | No longer a reporting person | Sell | $3.66K |
| Apr 02, 2024 | AFRICK ANDREW | - | Buy | $234.77K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2024 Q2 | 2 | - |
| 2023 Q4 | 4 | - |
| 2023 Q3 | 3 | - |
| 2023 Q1 | 2 | - |
| 2022 Q4 | 4 | - |
CVV Ownership FAQ
Try Tickergate Pro Free
Customize Everything. 100% Flexibility. Fast and Easy to Use (No code or Excel Needed)
Customize your own personal stocks lists, views and charts
Choose from hundreds of fields, up to 15 years of history
Conduct deep comparison analysis
Discover trending investment themes
Find your next best investment
Research stocks using tools