CVD Equipment Ownership | Who Owns CVD Equipment?
CVD Equipment Ownership Summary
CVD Equipment is owned by 21.54% institutional investors, 24.49% insiders, and 53.97% retail investors. Amh equity is the largest institutional shareholder, holding 9.74% of CVV shares. Vanguard US Total Market Shares ETF 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 | 21.54% | 24.49% | 53.97% |
| Sector | Industrials Stocks | 50.81% | 11.74% | 37.45% |
| Industry | Industrial Machinery Stocks | 57.70% | 9.34% | 32.96% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Amh equity | 665.00K | 9.74% | $2.93M |
| Vanguard group | 293.41K | 4.30% | $1.29M |
| Renaissance | 139.38K | 2.04% | $613.28K |
| Quinn opportunity partners | 71.75K | 1.05% | $315.69K |
| Geode capital management | 59.88K | 0.88% | $263.57K |
| Dimensional fund advisors lp | 57.60K | 0.84% | $253.45K |
| Goldman sachs group | 46.65K | 0.68% | $205.26K |
| Northern trust | 20.05K | 0.29% | $77.98K |
| State street | 18.55K | 0.27% | $81.60K |
| Spears abacus advisors | 16.00K | 0.23% | $70.40K |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Amh equity | 665.00K | 2.88% | $2.93M |
| Quinn opportunity partners | 71.75K | 0.02% | $315.69K |
| Spears abacus advisors | 16.00K | 0.00% | $70.40K |
| Renaissance | 139.38K | 0.00% | $613.28K |
| Fintrust capital advisors | 300.00 | 0.00% | $1.17K |
| Caldwell sutter capital | 100.00 | 0.00% | $440.00 |
| Tower research capital llc (trc) | 1.19K | 0.00% | $5.23K |
| Commonwealth equity services | 15.84K | 0.00% | $70.00K |
| Dimensional fund advisors lp | 57.60K | 0.00% | $253.45K |
| Cwm | - | - | - |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Amh equity | 665.00K | 2.88% | 18.16K |
| Renaissance | 139.38K | 0.00% | 15.70K |
| Quinn opportunity partners | 71.75K | 0.02% | 13.91K |
| Geode capital management | 59.88K | - | 2.07K |
| Citadel advisors | 13.65K | - | 85.00 |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Ameriprise financial | - | - | -70.25K |
| Goldman sachs group | 46.65K | - | -40.89K |
| Ubs group | 8.35K | - | -11.68K |
| Vanguard group | 293.41K | - | -11.53K |
| Morgan stanley | 81.00 | - | -2.16K |
Sold Out
| Holder | Change |
|---|---|
| Fmr | -24.00 |
| Larson financial group | -136.00 |
| Royal bank of canada | -161.00 |
| Castleview partners | -163.00 |
| Cwm | -200.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Dec 31, 2024 | 23 | -11.54% | 1,470,203 | -1.20% | 21 | 4.53% | 8 | -11.11% | 8 | - |
| 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% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard US Total Market Shares ETF | 198.07K | 2.88% | - |
| Vanguard Total Stock Mkt Idx Inv | 186.57K | 2.71% | - |
| Vanguard Institutional Extnd Mkt Idx Tr | 100.70K | 1.46% | - |
| DFA US Micro Cap I | 28.65K | 0.42% | -6.39K |
| Fidelity Extended Market Index | 26.54K | 0.39% | -169.00 |
| Fidelity Total Market Index | 12.55K | 0.18% | - |
| Fondcoyuntura FI | 12.00K | 0.17% | - |
| iShares Micro-Cap ETF | 11.54K | 0.17% | - |
| DFA US Small Cap I | 8.21K | 0.12% | - |
| Fidelity Series Total Market Index | 7.57K | 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
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