CVD Equipment Ownership 2024 | Who Owns CVD Equipment Now?

Overview RevenueFinancials Chart Transcripts

Institutional Ownership

21.00%

Insider Ownership

24.49%

Retail Ownership

54.50%

Institutional Holders

16.00

CVD Equipment Institutional Shareholders

Institutional Shareholders by % of Total Shares

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
AMH EQUITY LTD	9.16%	3.22%	623,857	-36,143	-5.48%	2,426,804	Jun 30, 2024
VANGUARD GROUP INC	4.48%	-	304,935	-7,295	-2.34%	1,186,197	Jun 30, 2024
RENAISSANCE TECHNOLOGIES LLC	1.88%	0.00%	128,282	-5,700	-4.25%	499,017	Jun 30, 2024
GOLDMAN SACHS GROUP INC	1.45%	0.00%	98,896	64,567	188.08%	384,705	Jun 30, 2024
GEODE CAPITAL MANAGEMENT, LLC	0.95%	-	64,806	2,389	3.83%	252,153	Jun 30, 2024
DIMENSIONAL FUND ADVISORS LP	0.90%	0.00%	61,294	-	-	238,434	Jun 30, 2024
QUINN OPPORTUNITY PARTNERS LLC	0.85%	0.03%	57,834	-	-	224,974	Jun 30, 2024
WELLS FARGO & COMPANY/MN	0.60%	-	41,100	-45	-0.11%	159,879	Jun 30, 2024
NORTHERN TRUST CORP	0.29%	-	20,047	-468	-2.28%	77,983,000	Jun 30, 2024
STATE STREET CORP	0.27%	-	18,546	-	-	72,144,000	Jun 30, 2024
COMMONWEALTH EQUITY SERVICES, LLC	0.25%	0.00%	17,340	-	-	67,000	Jun 30, 2024
SPEARS ABACUS ADVISORS LLC	0.23%	0.00%	16,000	-	-	62,240	Jun 30, 2024
BLACKROCK INC.	0.19%	-	13,244	-960	-6.76%	51,520	Jun 30, 2024
UBS GROUP AG	0.14%	-	9,643	9,043	1507.17%	37,511	Jun 30, 2024
TOWER RESEARCH CAPITAL LLC (TRC)	0.03%	0.00%	1,899	440	30.16%	7,387	Jun 30, 2024
FINTRUST CAPITAL ADVISORS, LLC	0.00%	0.00%	300	-	-	1,167	Jun 30, 2024
ADVISOR GROUP HOLDINGS, INC.	0.00%	-	200	-70	-25.93%	778	Jun 30, 2024
CASTLEVIEW PARTNERS, LLC	0.00%	0.00%	163	-	-	634	Jun 30, 2024
CALDWELL SUTTER CAPITAL, INC.	0.00%	0.00%	100	-	-	389	Jun 30, 2024
MORGAN STANLEY	0.00%	-	81	-2,156	-96.38%	315	Jun 30, 2024

CVD Equipment's largest institutional shareholder is AMH EQUITY LTD, holding 9.16% of the company's total share outstanding, currently valued at $2.43M. The top 10 institutional shareholders own together 20.85% of the company.

Institutional Shareholders by % of Total Assets

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
AMH EQUITY LTD	9.16%	3.22%	623,857	-36,143	-5.48%	2,426,804	Jun 30, 2024
QUINN OPPORTUNITY PARTNERS LLC	0.85%	0.03%	57,834	-	-	224,974	Jun 30, 2024
SPEARS ABACUS ADVISORS LLC	0.23%	0.00%	16,000	-	-	62,240	Jun 30, 2024
RENAISSANCE TECHNOLOGIES LLC	1.88%	0.00%	128,282	-5,700	-4.25%	499,017	Jun 30, 2024
CASTLEVIEW PARTNERS, LLC	0.00%	0.00%	163	-	-	634	Jun 30, 2024
FINTRUST CAPITAL ADVISORS, LLC	0.00%	0.00%	300	-	-	1,167	Jun 30, 2024
CALDWELL SUTTER CAPITAL, INC.	0.00%	0.00%	100	-	-	389	Jun 30, 2024
TOWER RESEARCH CAPITAL LLC (TRC)	0.03%	0.00%	1,899	440	30.16%	7,387	Jun 30, 2024
COMMONWEALTH EQUITY SERVICES, LLC	0.25%	0.00%	17,340	-	-	67,000	Jun 30, 2024
GOLDMAN SACHS GROUP INC	1.45%	0.00%	98,896	64,567	188.08%	384,705	Jun 30, 2024
DIMENSIONAL FUND ADVISORS LP	0.90%	0.00%	61,294	-	-	238,434	Jun 30, 2024
WELLS FARGO & COMPANY/MN	0.60%	-	41,100	-45	-0.11%	159,879	Jun 30, 2024
VANGUARD GROUP INC	4.48%	-	304,935	-7,295	-2.34%	1,186,197	Jun 30, 2024
GEODE CAPITAL MANAGEMENT, LLC	0.95%	-	64,806	2,389	3.83%	252,153	Jun 30, 2024
NORTHERN TRUST CORP	0.29%	-	20,047	-468	-2.28%	77,983,000	Jun 30, 2024
COPPELL ADVISORY SOLUTIONS LLC	0.00%	-	16	16	100.00%	62	Jun 30, 2024
UBS GROUP AG	0.14%	-	9,643	9,043	1507.17%	37,511	Jun 30, 2024
STATE STREET CORP	0.27%	-	18,546	-	-	72,144,000	Jun 30, 2024
ADVISOR GROUP HOLDINGS, INC.	0.00%	-	200	-70	-25.93%	778	Jun 30, 2024
BLACKROCK INC.	0.19%	-	13,244	-960	-6.76%	51,520	Jun 30, 2024

The largest CVD Equipment shareholder by % of total assets is AMH EQUITY LTD. The company owns 623.86K shares of CVD Equipment (CVV), representing 3.22% of its total assets.

Institutional Buyers

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
GOLDMAN SACHS GROUP INC	1.45%	0.00%	98,896	64,567	188.08%	384,705	Jun 30, 2024
UBS GROUP AG	0.14%	-	9,643	9,043	1507.17%	37,511	Jun 30, 2024
GEODE CAPITAL MANAGEMENT, LLC	0.95%	-	64,806	2,389	3.83%	252,153	Jun 30, 2024
TOWER RESEARCH CAPITAL LLC (TRC)	0.03%	0.00%	1,899	440	30.16%	7,387	Jun 30, 2024
BANK OF AMERICA CORP /DE/	0.00%	-	47	47	100.00%	183	Jun 30, 2024
COPPELL ADVISORY SOLUTIONS LLC	0.00%	-	16	16	100.00%	62	Jun 30, 2024
STATE STREET CORP	0.27%	-	18,546	-	-	72,144,000	Jun 30, 2024
DIMENSIONAL FUND ADVISORS LP	0.90%	0.00%	61,294	-	-	238,434	Jun 30, 2024
COMMONWEALTH EQUITY SERVICES, LLC	0.25%	0.00%	17,340	-	-	67,000	Jun 30, 2024
CALDWELL SUTTER CAPITAL, INC.	0.00%	0.00%	100	-	-	389	Jun 30, 2024
FINTRUST CAPITAL ADVISORS, LLC	0.00%	0.00%	300	-	-	1,167	Jun 30, 2024
CASTLEVIEW PARTNERS, LLC	0.00%	0.00%	163	-	-	634	Jun 30, 2024
SPEARS ABACUS ADVISORS LLC	0.23%	0.00%	16,000	-	-	62,240	Jun 30, 2024
QUINN OPPORTUNITY PARTNERS LLC	0.85%	0.03%	57,834	-	-	224,974	Jun 30, 2024
WELLS FARGO & COMPANY/MN	0.60%	-	41,100	-45	-0.11%	159,879	Jun 30, 2024
ADVISOR GROUP HOLDINGS, INC.	0.00%	-	200	-70	-25.93%	778	Jun 30, 2024
ROYAL BANK OF CANADA	-	-	-	-161	-100.00%	-	Jun 30, 2024
NORTHERN TRUST CORP	0.29%	-	20,047	-468	-2.28%	77,983,000	Jun 30, 2024
BLACKROCK INC.	0.19%	-	13,244	-960	-6.76%	51,520	Jun 30, 2024
MORGAN STANLEY	0.00%	-	81	-2,156	-96.38%	315	Jun 30, 2024

As of Jun 30 2024, CVD Equipment's largest institutional buyer is GOLDMAN SACHS GROUP INC. The company purchased 64.57K stocks of CVV, valued at $384.70K.

Institutional Sellers

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
AMERIPRISE FINANCIAL INC	-	-	-	-70,254	-100.00%	-	Jun 30, 2024
AMH EQUITY LTD	9.16%	3.22%	623,857	-36,143	-5.48%	2,426,804	Jun 30, 2024
VANGUARD GROUP INC	4.48%	-	304,935	-7,295	-2.34%	1,186,197	Jun 30, 2024
RENAISSANCE TECHNOLOGIES LLC	1.88%	0.00%	128,282	-5,700	-4.25%	499,017	Jun 30, 2024
MORGAN STANLEY	0.00%	-	81	-2,156	-96.38%	315	Jun 30, 2024
BLACKROCK INC.	0.19%	-	13,244	-960	-6.76%	51,520	Jun 30, 2024
NORTHERN TRUST CORP	0.29%	-	20,047	-468	-2.28%	77,983,000	Jun 30, 2024
ROYAL BANK OF CANADA	-	-	-	-161	-100.00%	-	Jun 30, 2024
ADVISOR GROUP HOLDINGS, INC.	0.00%	-	200	-70	-25.93%	778	Jun 30, 2024
WELLS FARGO & COMPANY/MN	0.60%	-	41,100	-45	-0.11%	159,879	Jun 30, 2024
QUINN OPPORTUNITY PARTNERS LLC	0.85%	0.03%	57,834	-	-	224,974	Jun 30, 2024
SPEARS ABACUS ADVISORS LLC	0.23%	0.00%	16,000	-	-	62,240	Jun 30, 2024
CASTLEVIEW PARTNERS, LLC	0.00%	0.00%	163	-	-	634	Jun 30, 2024
FINTRUST CAPITAL ADVISORS, LLC	0.00%	0.00%	300	-	-	1,167	Jun 30, 2024
CALDWELL SUTTER CAPITAL, INC.	0.00%	0.00%	100	-	-	389	Jun 30, 2024
COMMONWEALTH EQUITY SERVICES, LLC	0.25%	0.00%	17,340	-	-	67,000	Jun 30, 2024
DIMENSIONAL FUND ADVISORS LP	0.90%	0.00%	61,294	-	-	238,434	Jun 30, 2024
STATE STREET CORP	0.27%	-	18,546	-	-	72,144,000	Jun 30, 2024
COPPELL ADVISORY SOLUTIONS LLC	0.00%	-	16	16	100.00%	62	Jun 30, 2024
BANK OF AMERICA CORP /DE/	0.00%	-	47	47	100.00%	183	Jun 30, 2024

As of Jun 30 2024, CVD Equipment's biggest institutional seller is AMERIPRISE FINANCIAL INC. The company sold -70.25K shares of CVV, valued at -.

Institutional New positions

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
COPPELL ADVISORY SOLUTIONS LLC	0.00%	-	16	16	100.00%	62	Jun 30, 2024

CVD Equipment's largest new institutional shareholder by number of shares is COPPELL ADVISORY SOLUTIONS LLC, purchased 16.00 shares, valued at $62.00, as of undefined.

Institutional Sold Out

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
AMERIPRISE FINANCIAL INC	-	-	-	-70,254	-100.00%	-	Jun 30, 2024
ROYAL BANK OF CANADA	-	-	-	-161	-100.00%	-	Jun 30, 2024

CVD Equipment's largest sold out institutional shareholder by shares sold is AMERIPRISE FINANCIAL INC, sold -70.25K shares, valued at -, as of undefined.

CVD Equipment Mutual Fund Holders

Name	% Total Assets	Total Shares	Change Amount	Change %	Date
OBERWEIS FUNDS	0.10%	103,000	-	-	Mar 31, 2024
VANGUARD VALLEY FORGE FUNDS	0.01%	2,737	-	-	Mar 31, 2024
VANGUARD INDEX FUNDS	0.00%	298,775	-100,702	-25.21%	Mar 31, 2024
AdvisorShares Trust	0.00%	1,716	-	-	Mar 28, 2024
FIDELITY CONCORD STREET TRUST	0.00%	58,849	-218	-0.37%	Feb 29, 2024
VANGUARD INSTITUTIONAL INDEX FUNDS	0.00%	7,295	-	-	Mar 31, 2024
SCHWAB CAPITAL TRUST	0.00%	3,009	-	-	Jan 31, 2024
DFA INVESTMENT DIMENSIONS GROUP INC	0.00%	66,572	8,212	14.07%	Jan 31, 2024
Dimensional ETF Trust	0.00%	2,934	-	-	Jan 31, 2024
USAA MUTUAL FUNDS TRUST	0.00%	629	-	-	Jan 31, 2024
Blackstone Alternative Investment Funds	0.00%	100	-	-	Mar 31, 2024
EQ ADVISORS TRUST	0.00%	957	-	-	Mar 31, 2024
iSHARES TRUST	0.00%	12,181	-320	-2.56%	Mar 31, 2024

CVD Equipment's largest mutual fund holder by % of total assets is "OBERWEIS FUNDS", owning 103.00K shares, compromising 0.10% of its total assets.

CVD Equipment Institutional Ownership Trends

Institutional Holdings Trend

Date	Holdings	Change %
30 Jun, 24	16	-30.43%
31 Mar, 24	23	9.52%
31 Dec, 23	21	-4.55%
30 Sep, 23	22	-4.35%
30 Jun, 23	23	4.55%
31 Mar, 23	22	22.22%
31 Dec, 22	18	12.50%
30 Sep, 22	16	6.67%
30 Jun, 22	15	15.38%
31 Mar, 22	13	-
31 Dec, 21	13	18.18%
30 Sep, 21	11	10.00%
30 Jun, 21	10	-23.08%
31 Mar, 21	13	8.33%
31 Dec, 20	12	9.09%
30 Sep, 20	11	-15.38%
30 Jun, 20	13	-13.33%
31 Mar, 20	15	-11.76%
31 Dec, 19	17	6.25%
30 Sep, 19	16	-
30 Jun, 19	16	-11.11%
31 Mar, 19	18	-5.26%
31 Dec, 18	19	-20.83%
30 Sep, 18	24	-4.00%
30 Jun, 18	25	-
31 Mar, 18	25	-
31 Dec, 17	25	19.05%
30 Sep, 17	21	-4.55%
30 Jun, 17	22	4.76%
31 Mar, 17	21	-4.55%
31 Dec, 16	22	-8.33%
30 Sep, 16	24	9.09%
30 Jun, 16	22	4.76%
31 Mar, 16	21	-4.55%
31 Dec, 15	22	-4.35%
30 Sep, 15	23	15.00%
30 Jun, 15	20	5.26%
31 Mar, 15	19	5.56%
31 Dec, 14	18	5.88%
30 Sep, 14	17	-19.05%
30 Jun, 14	21	5.00%
31 Mar, 14	20	-
31 Dec, 13	20	-9.09%
30 Sep, 13	22	29.41%
30 Jun, 13	17	142.86%
31 Mar, 13	7	-22.22%
31 Dec, 12	9	-25.00%
30 Sep, 12	12	-
30 Jun, 12	12	9.09%
31 Mar, 12	11	-35.29%
31 Dec, 11	17	70.00%
30 Sep, 11	10	233.33%
30 Jun, 11	3	200.00%
31 Mar, 11	1	-
30 Sep, 10	1	-
30 Jun, 10	1	-
30 Sep, 09	2	-
30 Jun, 09	2	-

As of 30 Jun 24, 16 institutions are holding CVD Equipment's shares, representing a decrease of -30.43% compared to the previous quarter.

Shares Outstanding Trend

Date	Shares Outstanding	Change %
30 Jun, 24	1,430,250	-7.06%
31 Mar, 24	1,538,944	4.21%
31 Dec, 23	1,476,759	-21.07%
30 Sep, 23	1,870,929	-1.88%
30 Jun, 23	1,906,733	0.62%
31 Mar, 23	1,895,020	56.03%
31 Dec, 22	1,214,523	0.41%
30 Sep, 22	1,209,621	-0.43%
30 Jun, 22	1,214,798	1.44%
31 Mar, 22	1,197,563	-2.49%
31 Dec, 21	1,228,192	116.05%
30 Sep, 21	568,464	2.82%
30 Jun, 21	552,853	-9.70%
31 Mar, 21	612,226	16.22%
31 Dec, 20	526,789	-29.80%
30 Sep, 20	750,448	0.54%
30 Jun, 20	746,410	-13.51%
31 Mar, 20	863,020	-6.51%
31 Dec, 19	923,150	0.16%
30 Sep, 19	921,644	-2.26%
30 Jun, 19	942,954	-8.98%
31 Mar, 19	1,036,033	-7.01%
31 Dec, 18	1,114,176	-19.30%
30 Sep, 18	1,380,721	2.18%
30 Jun, 18	1,351,270	-0.83%
31 Mar, 18	1,362,643	-0.52%
31 Dec, 17	1,369,748	7.29%
30 Sep, 17	1,276,651	5.36%
30 Jun, 17	1,211,748	6.44%
31 Mar, 17	1,138,474	0.12%
31 Dec, 16	1,137,055	9.01%
30 Sep, 16	1,043,094	-0.38%
30 Jun, 16	1,047,055	2.78%
31 Mar, 16	1,018,743	1.00%
31 Dec, 15	1,008,702	1.41%
30 Sep, 15	994,674	-1.14%
30 Jun, 15	1,006,123	3.69%
31 Mar, 15	970,310	11.25%
31 Dec, 14	872,163	6.84%
30 Sep, 14	816,360	-3.67%
30 Jun, 14	847,453	-7.65%
31 Mar, 14	917,669	29.98%
31 Dec, 13	706,028	74.19%
30 Sep, 13	405,332	11.63%
30 Jun, 13	363,104	23.33%
31 Mar, 13	294,421	3.85%
31 Dec, 12	283,498	-33.77%
30 Sep, 12	428,079	-11.55%
30 Jun, 12	483,958	18.21%
31 Mar, 12	409,392	-50.78%
31 Dec, 11	831,837	68.38%
30 Sep, 11	494,030	259.78%
30 Jun, 11	137,315	33.07%
31 Mar, 11	103,190	-
30 Sep, 10	19,000	-80.26%
30 Jun, 10	96,231	-
30 Sep, 09	275,150	-4.68%
30 Jun, 09	288,650	-

CVD Equipment (CVV) has 1.43M shares outstanding as of 30 Jun 24, down -7.06% compared to the previous quarter.

Institutional Ownership Trend

Date	Ownership %	Change %
30 Jun, 24	21.00%	4.11%
31 Mar, 24	22.60%	4.78%
31 Dec, 23	21.76%	2.87%
30 Sep, 23	27.56%	3.48%
30 Jun, 23	28.13%	3.59%
31 Mar, 23	27.98%	8.60%
31 Dec, 22	18.04%	5.59%
30 Sep, 22	17.96%	5.51%
30 Jun, 22	18.05%	5.56%
31 Mar, 22	18.02%	5.34%
31 Dec, 21	18.36%	25.40%
30 Sep, 21	8.50%	12.43%
30 Jun, 21	8.27%	9.45%
31 Mar, 21	9.35%	14.95%
31 Dec, 20	7.91%	6.19%
30 Sep, 20	11.30%	8.93%
30 Jun, 20	11.25%	6.63%
31 Mar, 20	13.02%	6.65%
31 Dec, 19	13.99%	7.08%
30 Sep, 19	14.06%	6.79%
30 Jun, 19	14.38%	5.73%
31 Mar, 19	15.84%	5.45%
31 Dec, 18	17.05%	3.68%
30 Sep, 18	21.52%	4.73%
30 Jun, 18	21.33%	4.80%
31 Mar, 18	21.07%	4.57%
31 Dec, 17	21.48%	5.36%
30 Sep, 17	20.01%	5.53%
30 Jun, 17	19.02%	5.92%
31 Mar, 17	17.92%	5.48%
31 Dec, 16	18.09%	6.65%
30 Sep, 16	16.50%	5.77%
30 Jun, 16	16.90%	6.29%
31 Mar, 16	16.40%	6.15%
31 Dec, 15	16.33%	6.29%
30 Sep, 15	16.12%	6.06%
30 Jun, 15	16.31%	6.59%
31 Mar, 15	15.73%	7.87%
31 Dec, 14	14.14%	8.00%
30 Sep, 14	13.29%	6.92%
30 Jun, 14	13.86%	6.14%
31 Mar, 14	15.03%	11.12%
31 Dec, 13	11.63%	26.10%
30 Sep, 13	6.68%	18.66%
30 Jun, 13	5.98%	25.31%
31 Mar, 13	4.86%	21.83%
31 Dec, 12	4.72%	9.42%
30 Sep, 12	7.08%	10.85%
30 Jun, 12	8.08%	17.21%
31 Mar, 12	6.85%	2.94%
31 Dec, 11	15.26%	21.32%
30 Sep, 11	8.46%	121.85%
30 Jun, 11	2.63%	57.52%
31 Mar, 11	2.14%	-
30 Sep, 10	0.40%	9.79%
30 Jun, 10	2.01%	-
30 Sep, 09	5.78%	15.72%
30 Jun, 09	6.06%	-

As of 30 Jun 24, CVD Equipment is held by 21.00% institutional shareholders, representing a 4.11% growth compared to 31 Mar 24.

Institutional Increased Positions Trend

Date	Increased Positions	Change %
30 Jun, 24	3	-62.50%
31 Mar, 24	8	-27.27%
31 Dec, 23	11	120.00%
30 Sep, 23	5	-61.54%
30 Jun, 23	13	-7.14%
31 Mar, 23	14	55.56%
31 Dec, 22	9	12.50%
30 Sep, 22	8	-
30 Jun, 22	8	300.00%
31 Mar, 22	2	-71.43%
31 Dec, 21	7	40.00%
30 Sep, 21	5	25.00%
30 Jun, 21	4	-42.86%
31 Mar, 21	7	-12.50%
31 Dec, 20	8	166.67%
30 Sep, 20	3	50.00%
30 Jun, 20	2	-60.00%
31 Mar, 20	5	-16.67%
31 Dec, 19	6	100.00%
30 Sep, 19	3	50.00%
30 Jun, 19	2	100.00%
31 Mar, 19	1	-66.67%
31 Dec, 18	3	-40.00%
30 Sep, 18	5	-28.57%
30 Jun, 18	7	16.67%
31 Mar, 18	6	-53.85%
31 Dec, 17	13	44.44%
30 Sep, 17	9	12.50%
30 Jun, 17	8	-20.00%
31 Mar, 17	10	-16.67%
31 Dec, 16	12	9.09%
30 Sep, 16	11	83.33%
30 Jun, 16	6	-
31 Mar, 16	6	-14.29%
31 Dec, 15	7	-22.22%
30 Sep, 15	9	12.50%
30 Jun, 15	8	-11.11%
31 Mar, 15	9	-
31 Dec, 14	9	125.00%
30 Sep, 14	4	-50.00%
30 Jun, 14	8	-20.00%
31 Mar, 14	10	25.00%
31 Dec, 13	8	-33.33%
30 Sep, 13	12	-20.00%
30 Jun, 13	15	400.00%
31 Mar, 13	3	-
31 Dec, 12	3	-
30 Sep, 12	3	-50.00%
30 Jun, 12	6	-14.29%
31 Mar, 12	7	-50.00%
31 Dec, 11	14	55.56%
30 Sep, 11	9	200.00%
30 Jun, 11	3	200.00%
31 Mar, 11	1	-
30 Sep, 10	1	-
30 Jun, 10	1	-
30 Sep, 09	-	-100.00%
30 Jun, 09	2	-

3 institutional shareholders have increased their position in CVV stock as of 30 Jun 24 compared to 8 in the previous quarter (a -62.50% decrease).

Institutional Reduced Positions Trend

Date	Reduced Positions	Change %
30 Jun, 24	6	-
31 Mar, 24	6	50.00%
31 Dec, 23	4	-42.86%
30 Sep, 23	7	40.00%
30 Jun, 23	5	66.67%
31 Mar, 23	3	-50.00%
31 Dec, 22	6	50.00%
30 Sep, 22	4	-
30 Jun, 22	4	-33.33%
31 Mar, 22	6	100.00%
31 Dec, 21	3	50.00%
30 Sep, 21	2	-33.33%
30 Jun, 21	3	200.00%
31 Mar, 21	1	-
31 Dec, 20	-	-100.00%
30 Sep, 20	2	-
30 Jun, 20	2	-33.33%
31 Mar, 20	3	200.00%
31 Dec, 19	1	-83.33%
30 Sep, 19	6	20.00%
30 Jun, 19	5	25.00%
31 Mar, 19	4	-42.86%
31 Dec, 18	7	16.67%
30 Sep, 18	6	-
30 Jun, 18	6	-25.00%
31 Mar, 18	8	100.00%
31 Dec, 17	4	-
30 Sep, 17	4	33.33%
30 Jun, 17	3	-25.00%
31 Mar, 17	4	100.00%
31 Dec, 16	2	-60.00%
30 Sep, 16	5	-28.57%
30 Jun, 16	7	250.00%
31 Mar, 16	2	-50.00%
31 Dec, 15	4	-33.33%
30 Sep, 15	6	20.00%
30 Jun, 15	5	25.00%
31 Mar, 15	4	100.00%
31 Dec, 14	2	-50.00%
30 Sep, 14	4	-
30 Jun, 14	4	300.00%
31 Mar, 14	1	-50.00%
31 Dec, 13	2	-33.33%
30 Sep, 13	3	-
30 Jun, 13	-	-100.00%
31 Mar, 13	2	-
31 Dec, 12	2	-50.00%
30 Sep, 12	4	33.33%
30 Jun, 12	3	-
31 Mar, 12	3	50.00%
31 Dec, 11	2	100.00%
30 Sep, 11	1	-
30 Jun, 11	-	-
31 Mar, 11	-	-
30 Sep, 10	-	-
30 Jun, 10	-	-
30 Sep, 09	1	-
30 Jun, 09	-	-

6 institutional shareholders have reduced their position in CVV stock as of 30 Jun 24 compared to 6 in the previous quarter (a 0.00% increase).

All Institutional Ownership Trend Data

Date	Holdings	Change %	Shares Outstanding	Change %	Ownership %	Change %	Increased Positions	Change %	Reduced Positions	Change %
30 Jun, 24	16	-30.43%	1,430,250	-7.06%	21.00%	4.11%	3	-62.50%	6	-
31 Mar, 24	23	9.52%	1,538,944	4.21%	22.60%	4.78%	8	-27.27%	6	50.00%
31 Dec, 23	21	-4.55%	1,476,759	-21.07%	21.76%	2.87%	11	120.00%	4	-42.86%
30 Sep, 23	22	-4.35%	1,870,929	-1.88%	27.56%	3.48%	5	-61.54%	7	40.00%
30 Jun, 23	23	4.55%	1,906,733	0.62%	28.13%	3.59%	13	-7.14%	5	66.67%
31 Mar, 23	22	22.22%	1,895,020	56.03%	27.98%	8.60%	14	55.56%	3	-50.00%
31 Dec, 22	18	12.50%	1,214,523	0.41%	18.04%	5.59%	9	12.50%	6	50.00%
30 Sep, 22	16	6.67%	1,209,621	-0.43%	17.96%	5.51%	8	-	4	-
30 Jun, 22	15	15.38%	1,214,798	1.44%	18.05%	5.56%	8	300.00%	4	-33.33%
31 Mar, 22	13	-	1,197,563	-2.49%	18.02%	5.34%	2	-71.43%	6	100.00%
31 Dec, 21	13	18.18%	1,228,192	116.05%	18.36%	25.40%	7	40.00%	3	50.00%
30 Sep, 21	11	10.00%	568,464	2.82%	8.50%	12.43%	5	25.00%	2	-33.33%
30 Jun, 21	10	-23.08%	552,853	-9.70%	8.27%	9.45%	4	-42.86%	3	200.00%
31 Mar, 21	13	8.33%	612,226	16.22%	9.35%	14.95%	7	-12.50%	1	-
31 Dec, 20	12	9.09%	526,789	-29.80%	7.91%	6.19%	8	166.67%	-	-100.00%
30 Sep, 20	11	-15.38%	750,448	0.54%	11.30%	8.93%	3	50.00%	2	-
30 Jun, 20	13	-13.33%	746,410	-13.51%	11.25%	6.63%	2	-60.00%	2	-33.33%
31 Mar, 20	15	-11.76%	863,020	-6.51%	13.02%	6.65%	5	-16.67%	3	200.00%
31 Dec, 19	17	6.25%	923,150	0.16%	13.99%	7.08%	6	100.00%	1	-83.33%
30 Sep, 19	16	-	921,644	-2.26%	14.06%	6.79%	3	50.00%	6	20.00%
30 Jun, 19	16	-11.11%	942,954	-8.98%	14.38%	5.73%	2	100.00%	5	25.00%
31 Mar, 19	18	-5.26%	1,036,033	-7.01%	15.84%	5.45%	1	-66.67%	4	-42.86%
31 Dec, 18	19	-20.83%	1,114,176	-19.30%	17.05%	3.68%	3	-40.00%	7	16.67%
30 Sep, 18	24	-4.00%	1,380,721	2.18%	21.52%	4.73%	5	-28.57%	6	-
30 Jun, 18	25	-	1,351,270	-0.83%	21.33%	4.80%	7	16.67%	6	-25.00%
31 Mar, 18	25	-	1,362,643	-0.52%	21.07%	4.57%	6	-53.85%	8	100.00%
31 Dec, 17	25	19.05%	1,369,748	7.29%	21.48%	5.36%	13	44.44%	4	-
30 Sep, 17	21	-4.55%	1,276,651	5.36%	20.01%	5.53%	9	12.50%	4	33.33%
30 Jun, 17	22	4.76%	1,211,748	6.44%	19.02%	5.92%	8	-20.00%	3	-25.00%
31 Mar, 17	21	-4.55%	1,138,474	0.12%	17.92%	5.48%	10	-16.67%	4	100.00%
31 Dec, 16	22	-8.33%	1,137,055	9.01%	18.09%	6.65%	12	9.09%	2	-60.00%
30 Sep, 16	24	9.09%	1,043,094	-0.38%	16.50%	5.77%	11	83.33%	5	-28.57%
30 Jun, 16	22	4.76%	1,047,055	2.78%	16.90%	6.29%	6	-	7	250.00%
31 Mar, 16	21	-4.55%	1,018,743	1.00%	16.40%	6.15%	6	-14.29%	2	-50.00%
31 Dec, 15	22	-4.35%	1,008,702	1.41%	16.33%	6.29%	7	-22.22%	4	-33.33%
30 Sep, 15	23	15.00%	994,674	-1.14%	16.12%	6.06%	9	12.50%	6	20.00%
30 Jun, 15	20	5.26%	1,006,123	3.69%	16.31%	6.59%	8	-11.11%	5	25.00%
31 Mar, 15	19	5.56%	970,310	11.25%	15.73%	7.87%	9	-	4	100.00%
31 Dec, 14	18	5.88%	872,163	6.84%	14.14%	8.00%	9	125.00%	2	-50.00%
30 Sep, 14	17	-19.05%	816,360	-3.67%	13.29%	6.92%	4	-50.00%	4	-
30 Jun, 14	21	5.00%	847,453	-7.65%	13.86%	6.14%	8	-20.00%	4	300.00%
31 Mar, 14	20	-	917,669	29.98%	15.03%	11.12%	10	25.00%	1	-50.00%
31 Dec, 13	20	-9.09%	706,028	74.19%	11.63%	26.10%	8	-33.33%	2	-33.33%
30 Sep, 13	22	29.41%	405,332	11.63%	6.68%	18.66%	12	-20.00%	3	-
30 Jun, 13	17	142.86%	363,104	23.33%	5.98%	25.31%	15	400.00%	-	-100.00%
31 Mar, 13	7	-22.22%	294,421	3.85%	4.86%	21.83%	3	-	2	-
31 Dec, 12	9	-25.00%	283,498	-33.77%	4.72%	9.42%	3	-	2	-50.00%
30 Sep, 12	12	-	428,079	-11.55%	7.08%	10.85%	3	-50.00%	4	33.33%
30 Jun, 12	12	9.09%	483,958	18.21%	8.08%	17.21%	6	-14.29%	3	-
31 Mar, 12	11	-35.29%	409,392	-50.78%	6.85%	2.94%	7	-50.00%	3	50.00%
31 Dec, 11	17	70.00%	831,837	68.38%	15.26%	21.32%	14	55.56%	2	100.00%
30 Sep, 11	10	233.33%	494,030	259.78%	8.46%	121.85%	9	200.00%	1	-
30 Jun, 11	3	200.00%	137,315	33.07%	2.63%	57.52%	3	200.00%	-	-
31 Mar, 11	1	-	103,190	-	2.14%	-	1	-	-	-
30 Sep, 10	1	-	19,000	-80.26%	0.40%	9.79%	1	-	-	-
30 Jun, 10	1	-	96,231	-	2.01%	-	1	-	-	-
30 Sep, 09	2	-	275,150	-4.68%	5.78%	15.72%	-	-100.00%	1	-
30 Jun, 09	2	-	288,650	-	6.06%	-	2	-	-	-

CVD Equipment Insider Shareholders Trades

Open Market Insider Trades

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held
Apr 03, 2024	AFRICK ANDREW	10 percent owner	-	P-Purchase	Buy	46,306	$5.07	$234.77K	1,294,388
Apr 03, 2024	AFRICK ANDREW	10 percent owner	-	P-Purchase	Buy	171,248	$4.96	$849.39K	1,248,082
Dec 01, 2023	AFRICK ANDREW	10 percent owner	-	P-Purchase	Buy	53,551	$4.78	$255.97K	1,076,834
Dec 01, 2023	AFRICK ANDREW	10 percent owner	-	P-Purchase	Buy	42,659	$4.51	$192.39K	1,023,283
Nov 17, 2023	AFRICK ANDREW	10 percent owner	-	P-Purchase	Buy	62,000	$5.61	$347.82K	980,624
Nov 17, 2023	AFRICK ANDREW	10 percent owner	-	P-Purchase	Buy	85,837	$5.51	$472.96K	918,624
Aug 23, 2023	AFRICK ANDREW	10 percent owner	-	P-Purchase	Buy	12,195	$7.00	$85.36K	832,787
Aug 23, 2023	AFRICK ANDREW	10 percent owner	-	P-Purchase	Buy	21,707	$6.04	$131.11K	820,592
Aug 23, 2023	AFRICK ANDREW	10 percent owner	-	P-Purchase	Buy	11,008	$6.94	$76.40K	798,885

Open Market Insider Buys

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held
Apr 03, 2024	AFRICK ANDREW	10 percent owner	-	P-Purchase	Buy	46,306	$5.07	$234.77K	1,294,388
Apr 03, 2024	AFRICK ANDREW	10 percent owner	-	P-Purchase	Buy	171,248	$4.96	$849.39K	1,248,082
Dec 01, 2023	AFRICK ANDREW	10 percent owner	-	P-Purchase	Buy	53,551	$4.78	$255.97K	1,076,834
Dec 01, 2023	AFRICK ANDREW	10 percent owner	-	P-Purchase	Buy	42,659	$4.51	$192.39K	1,023,283
Nov 17, 2023	AFRICK ANDREW	10 percent owner	-	P-Purchase	Buy	62,000	$5.61	$347.82K	980,624
Nov 17, 2023	AFRICK ANDREW	10 percent owner	-	P-Purchase	Buy	85,837	$5.51	$472.96K	918,624
Aug 23, 2023	AFRICK ANDREW	10 percent owner	-	P-Purchase	Buy	12,195	$7.00	$85.36K	832,787
Aug 23, 2023	AFRICK ANDREW	10 percent owner	-	P-Purchase	Buy	21,707	$6.04	$131.11K	820,592
Aug 23, 2023	AFRICK ANDREW	10 percent owner	-	P-Purchase	Buy	11,008	$6.94	$76.40K	798,885

Insider Sells

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held	Source
Aug 25, 2023	Lotfi Ashraf Wagih	director	-		Sell	-	-	-	6,336
Jul 24, 2023	Wasser Debra Ann	director	-		Sell	-	-	-	5,831

All Insider Owners Trades

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held
Aug 12, 2024	AFRICK ANDREW	director, 10 percent owner		A-Award	Buy	11,300	-	-	1,306,515
Aug 12, 2024	Wasser Debra Ann	director	-	A-Award	Buy	11,300	-	-	17,131
Aug 12, 2024	Waldman Lawrence	director	-	A-Award	Buy	11,300	-	-	68,046
Aug 12, 2024	BRILL DR ROBERT M	director	-	A-Award	Buy	11,300	-	-	35,446
Aug 12, 2024	Lotfi Ashraf Wagih	director	-	A-Award	Buy	11,300	-	-	17,636
May 29, 2024	AFRICK ANDREW	director, 10 percent owner		A-Award	Buy	827	-	-	1,295,215
Apr 03, 2024	AFRICK ANDREW	10 percent owner	-	P-Purchase	Buy	46,306	$5.07	$234.77K	1,294,388
Apr 03, 2024	AFRICK ANDREW	10 percent owner	-	P-Purchase	Buy	171,248	$4.96	$849.39K	1,248,082
Dec 01, 2023	AFRICK ANDREW	10 percent owner	-	P-Purchase	Buy	53,551	$4.78	$255.97K	1,076,834
Dec 01, 2023	AFRICK ANDREW	10 percent owner	-	P-Purchase	Buy	42,659	$4.51	$192.39K	1,023,283
Nov 17, 2023	AFRICK ANDREW	10 percent owner	-	P-Purchase	Buy	62,000	$5.61	$347.82K	980,624
Nov 17, 2023	AFRICK ANDREW	10 percent owner	-	P-Purchase	Buy	85,837	$5.51	$472.96K	918,624
Aug 25, 2023	Lotfi Ashraf Wagih	director	-		Sell	-	-	-	6,336
Aug 23, 2023	AFRICK ANDREW	10 percent owner	-	P-Purchase	Buy	12,195	$7.00	$85.36K	832,787
Aug 23, 2023	AFRICK ANDREW	10 percent owner	-	P-Purchase	Buy	21,707	$6.04	$131.11K	820,592
Aug 23, 2023	AFRICK ANDREW	10 percent owner	-	P-Purchase	Buy	11,008	$6.94	$76.40K	798,885
Jul 24, 2023	Wasser Debra Ann	director	-		Sell	-	-	-	5,831
Jul 17, 2023	NIELSEN RAYMOND A	director	-	A-Award	Buy	5,831	-	-	48,046
Jul 17, 2023	NIELSEN RAYMOND A	director	-	A-Award	Buy	2,915	-	-	42,215
Jul 17, 2023	GUNTHER CONRAD J JR	director	-	A-Award	Buy	2,915	-	-	87,393

The last insider sell of CVD Equipment's stock was made by Lotfi Ashraf Wagih on Aug 25 2023, selling - shares at - per share (valued at -). The last insider buy of CVV was made by AFRICK ANDREW on Apr 03 2024, buying 46,306 shares at $5.07 per share (worth $234.77K).

CVD Equipment Insider Ownership Trends

All Insider Trades Trend

Date	Buy	Sell	Buy/Sell Ratio
Q2 2024	3	-	-
Q4 2023	4	-	-
Q3 2023	10	2	500.00%
Q1 2023	8	-	-
Q4 2022	4	1	400.00%
Q3 2022	1	1	100.00%
Q3 2021	5	29	17.24%
Q2 2021	2	16	12.50%
Q1 2021	4	1	400.00%
Q4 2020	1	1	100.00%
Q3 2020	-	1	-
Q2 2020	-	1	-
Q1 2020	4	-	-
Q4 2019	2	3	66.67%
Q3 2019	-	1	-
Q1 2019	10	1	1000.00%
Q4 2018	1	-	-
Q3 2018	2	2	100.00%
Q2 2018	7	2	350.00%
Q1 2018	3	1	300.00%

3 total buy trades, and 0 total sell trades (buy/sell ratio of 0%) were made by CVD Equipment's insiders, as of Q2 2024.

Open Market Insider Trades Trend

Date	Buy	Sell	Buy/Sell Ratio
Q2 2024	2	-	-
Q4 2023	4	-	-
Q3 2023	3	-	-
Q1 2023	2	-	-
Q4 2022	4	-	-
Q3 2022	1	-	-
Q3 2021	1	29	3.45%
Q2 2021	1	15	6.67%
Q1 2021	-	-	-
Q4 2020	-	1	-
Q3 2020	-	1	-
Q2 2020	-	-	-
Q1 2020	-	-	-
Q4 2019	-	2	-
Q3 2019	-	1	-
Q1 2019	-	-	-
Q4 2018	1	-	-
Q3 2018	2	2	100.00%
Q2 2018	-	1	-
Q1 2018	-	-	-

As of Q2 2024, Insider owners conducted 2 open market buy trades and 0 open market sell trades of CVD Equipment's stocks.

CVD Equipment Peer Ownership

Ticker	Company
LXFR	Luxfer Holdings PLC
HURC	Hurco Companies, Inc.
SXI	Standex International Corporation
EPAC	Enerpac Tool Group Corp.
GHM	Graham Corporation
KAI	Kadant Inc.
NPO	EnPro Industries, Inc.
CYD	China Yuchai International Limited
GRC	The Gorman-Rupp Company
OFLX	Omega Flex, Inc.
THR	Thermon Group Holdings, Inc.
IVAC	Intevac, Inc.

CVV Ownership FAQ

Who Owns CVD Equipment?

CVD Equipment is owned by institutional shareholders (21.00%), insiders (24.49%), and public (54.50%). The largest institutional shareholder of CVD Equipment is AMH EQUITY LTD (9.16% of total shares) and the top mutual fund owner is OBERWEIS FUNDS (0.10% of total shares).

Who are the major institutional shareholders of CVD Equipment?

CVD Equipment's major institutional shareholders are AMH EQUITY LTD, VANGUARD GROUP INC, RENAISSANCE TECHNOLOGIES LLC, GOLDMAN SACHS GROUP INC, and GEODE CAPITAL MANAGEMENT, LLC. The top five shareholders own together 17.93% of the company's share outstanding.

How many CVD Equipment shareholders are there?

As of Jun 2024, there are 16 institutional shareholders of CVD Equipment.

What percentage of CVD Equipment is owned by AMH EQUITY LTD?

AMH EQUITY LTD owns 623.86K shares of CVD Equipment, representing 9.16% of the company's total shares outstanding, valued at $2.43M (as of Jun 2024).

What percentage of CVD Equipment is owned by VANGUARD GROUP INC?

As of Jun 2024, VANGUARD GROUP INC holds 304.94K shares of CVD Equipment (CVV), compromising 4.48% of the company, valued at $1.19M.

What percentage of CVD Equipment is owned by RENAISSANCE TECHNOLOGIES LLC?

RENAISSANCE TECHNOLOGIES LLC is the third largest holder of CVD Equipment. The company owns 128.28K of the company's shares outstanding (worth $499.02K).