NV5 Global Ownership 2024 | Who Owns NV5 Global Now?
Institutional Ownership
79.47%
Insider Ownership
12.41%
Retail Ownership
8.13%
Institutional Holders
212.00
NV5 Global Institutional Shareholders
Institutional Shareholders by % of Total Shares
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| BLACKROCK INC. | 14.51% | 0.00% | 2,214,862 | 40,869 | 1.88% | 205,915,720 | Jun 30, 2024 |
| CERCANO MANAGEMENT LLC | 8.33% | 3.15% | 1,271,194 | 31,362 | 2.53% | 118,182,906 | Jun 30, 2024 |
| VANGUARD GROUP INC | 6.22% | 0.00% | 949,217 | -9,292 | -0.97% | 88,248,704 | Jun 30, 2024 |
| DIMENSIONAL FUND ADVISORS LP | 3.82% | 0.01% | 582,927 | 39,350 | 7.24% | 54,195,097 | Jun 30, 2024 |
| STATE STREET CORP | 3.47% | 0.00% | 530,428 | 2,852 | 0.54% | 49,313,891,000 | Jun 30, 2024 |
| AMERICAN CENTURY COMPANIES INC | 2.99% | 0.03% | 456,722 | 65,186 | 16.65% | 42,461,444 | Jun 30, 2024 |
| GENEVA CAPITAL MANAGEMENT LLC | 2.80% | 0.72% | 426,964 | -10,081 | -2.31% | 39,694,873 | Jun 30, 2024 |
| T. ROWE PRICE INVESTMENT MANAGEMENT, INC. | 2.72% | 0.02% | 415,695 | -16,106 | -3.73% | 38,648,000 | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 2.11% | 0.00% | 322,007 | 19,973 | 6.61% | 29,942,704 | Jun 30, 2024 |
| SWEDBANK AB | 1.80% | 0.03% | 275,000 | 75,000 | 37.50% | 25,566,750 | Jun 30, 2024 |
| EMERALD ADVISERS, LLC | 1.78% | 1.06% | 271,946 | -11,935 | -4.20% | 25,282,820 | Jun 30, 2024 |
| EMERALD MUTUAL FUND ADVISERS TRUST | 1.50% | 1.12% | 229,468 | - | - | 21,333,640 | Jun 30, 2024 |
| NEUMEIER POMA INVESTMENT COUNSEL LLC | 1.42% | 1.84% | 216,641 | -5,605 | -2.52% | 20,141,114 | Jun 30, 2024 |
| VOYA INVESTMENT MANAGEMENT LLC | 1.30% | 0.02% | 198,403 | 47,792 | 31.73% | 18,445,526 | Jun 30, 2024 |
| TRIBUTARY CAPITAL MANAGEMENT, LLC | 1.25% | 1.48% | 191,566 | 18,625 | 10.77% | 17,809,891 | Jun 30, 2024 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.01% | 0.00% | 154,936 | 10,301 | 7.12% | 14,404,400 | Jun 30, 2024 |
| NORTHERN TRUST CORP | 1.00% | 0.00% | 153,234 | -4,785 | -3.03% | 14,246,164,000 | Jun 30, 2024 |
| KENNEDY CAPITAL MANAGEMENT LLC | 0.93% | 0.28% | 142,485 | -2,035 | -1.41% | 13,246,830 | Jun 30, 2024 |
| NINE TEN CAPITAL MANAGEMENT LLC | 0.92% | 5.04% | 140,963 | -31,053 | -18.05% | 13,105,000 | Jun 30, 2024 |
| KORNITZER CAPITAL MANAGEMENT INC /KS | 0.92% | 0.25% | 139,870 | - | - | 13,003,714 | Jun 30, 2024 |
NV5 Global's largest institutional shareholder is BLACKROCK INC., holding 14.51% of the company's total share outstanding, currently valued at $205.92M. The top 10 institutional shareholders own together 48.76% of the company.
Institutional Shareholders by % of Total Assets
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| NINE TEN CAPITAL MANAGEMENT LLC | 0.92% | 5.04% | 140,963 | -31,053 | -18.05% | 13,105,000 | Jun 30, 2024 |
| CRUISER CAPITAL ADVISORS, LLC | 0.18% | 3.54% | 27,452 | - | - | 2,552,212 | Jun 30, 2024 |
| CERCANO MANAGEMENT LLC | 8.33% | 3.15% | 1,271,194 | 31,362 | 2.53% | 118,182,906 | Jun 30, 2024 |
| NEUMEIER POMA INVESTMENT COUNSEL LLC | 1.42% | 1.84% | 216,641 | -5,605 | -2.52% | 20,141,114 | Jun 30, 2024 |
| ASHFORD CAPITAL MANAGEMENT INC | 0.91% | 1.75% | 139,210 | 1,850 | 1.35% | 12,942,354 | Jun 30, 2024 |
| SUMMIT CREEK ADVISORS LLC | 0.82% | 1.60% | 125,415 | -8,810 | -6.56% | 11,659,833 | Jun 30, 2024 |
| TRIBUTARY CAPITAL MANAGEMENT, LLC | 1.25% | 1.48% | 191,566 | 18,625 | 10.77% | 17,809,891 | Jun 30, 2024 |
| TAYLOR FRIGON CAPITAL MANAGEMENT LLC | 0.21% | 1.44% | 32,536 | 65 | 0.20% | 3,024,872 | Jun 30, 2024 |
| EMERALD MUTUAL FUND ADVISERS TRUST | 1.50% | 1.12% | 229,468 | - | - | 21,333,640 | Jun 30, 2024 |
| EMERALD ADVISERS, LLC | 1.78% | 1.06% | 271,946 | -11,935 | -4.20% | 25,282,820 | Jun 30, 2024 |
| GRANDEUR PEAK GLOBAL ADVISORS, LLC | 0.90% | 1.02% | 137,623 | -10,642 | -7.18% | 12,794,810 | Jun 30, 2024 |
| GENEVA CAPITAL MANAGEMENT LLC | 2.80% | 0.72% | 426,964 | -10,081 | -2.31% | 39,694,873 | Jun 30, 2024 |
| FORMULA GROWTH LTD | 0.10% | 0.52% | 15,500 | - | - | 1,441,035 | Jun 30, 2024 |
| NEW SOUTH CAPITAL MANAGEMENT INC | 0.78% | 0.49% | 118,710 | -3,326 | -2.73% | 11,036,469 | Jun 30, 2024 |
| KENNEDY CAPITAL MANAGEMENT LLC | 0.93% | 0.28% | 142,485 | -2,035 | -1.41% | 13,246,830 | Jun 30, 2024 |
| WOODSTOCK CORP | 0.20% | 0.28% | 29,892 | - | - | 2,779,059 | Jun 30, 2024 |
| CONNORS INVESTOR SERVICES INC | 0.19% | 0.28% | 29,150 | -1,208 | -3.98% | 2,710,076 | Jun 30, 2024 |
| KORNITZER CAPITAL MANAGEMENT INC /KS | 0.92% | 0.25% | 139,870 | - | - | 13,003,714 | Jun 30, 2024 |
| OAK RIDGE INVESTMENTS LLC | 0.17% | 0.22% | 25,344 | -3,078 | -10.83% | 2,356,232 | Jun 30, 2024 |
| ENTRYPOINT CAPITAL, LLC | 0.01% | 0.22% | 1,595 | 1,375 | 625.00% | 148,287 | Jun 30, 2024 |
The largest NV5 Global shareholder by % of total assets is NINE TEN CAPITAL MANAGEMENT LLC. The company owns 140.96K shares of NV5 Global (NVEE), representing 5.04% of its total assets.
Institutional Buyers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| SWEDBANK AB | 1.80% | 0.03% | 275,000 | 75,000 | 37.50% | 25,566,750 | Jun 30, 2024 |
| AMERICAN CENTURY COMPANIES INC | 2.99% | 0.03% | 456,722 | 65,186 | 16.65% | 42,461,444 | Jun 30, 2024 |
| SQUAREPOINT OPS LLC | 0.39% | 0.01% | 60,149 | 56,753 | 1671.17% | 5,592,053 | Jun 30, 2024 |
| VOYA INVESTMENT MANAGEMENT LLC | 1.30% | 0.02% | 198,403 | 47,792 | 31.73% | 18,445,526 | Jun 30, 2024 |
| BLACKROCK INC. | 14.51% | 0.00% | 2,214,862 | 40,869 | 1.88% | 205,915,720 | Jun 30, 2024 |
| DIMENSIONAL FUND ADVISORS LP | 3.82% | 0.01% | 582,927 | 39,350 | 7.24% | 54,195,097 | Jun 30, 2024 |
| MILLENNIUM MANAGEMENT LLC | 0.29% | 0.00% | 44,425 | 36,520 | 461.99% | 4,130,192 | Jun 30, 2024 |
| QUBE RESEARCH & TECHNOLOGIES LTD | 0.28% | 0.01% | 42,968 | 34,048 | 381.70% | 3,994,735 | Jun 30, 2024 |
| JPMORGAN CHASE & CO | 0.40% | 0.00% | 60,461 | 34,024 | 128.70% | 5,621,059 | Jun 30, 2024 |
| VERITION FUND MANAGEMENT LLC | 0.21% | 0.02% | 31,411 | 31,411 | 100.00% | 2,920,281 | Jun 30, 2024 |
| CERCANO MANAGEMENT LLC | 8.33% | 3.15% | 1,271,194 | 31,362 | 2.53% | 118,182,906 | Jun 30, 2024 |
| EXODUSPOINT CAPITAL MANAGEMENT, LP | 0.19% | 0.02% | 28,268 | 28,268 | 100.00% | 2,628,000 | Jun 30, 2024 |
| TWO SIGMA INVESTMENTS, LP | 0.30% | 0.01% | 45,197 | 27,571 | 156.42% | 4,201,965 | Jun 30, 2024 |
| TREXQUANT INVESTMENT LP | 0.15% | 0.03% | 23,378 | 23,378 | 100.00% | 2,173,453 | Jun 30, 2024 |
| UBS ASSET MANAGEMENT AMERICAS INC | 0.24% | 0.00% | 35,901 | 20,667 | 135.66% | 3,337,716 | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 2.11% | 0.00% | 322,007 | 19,973 | 6.61% | 29,942,704 | Jun 30, 2024 |
| TRIBUTARY CAPITAL MANAGEMENT, LLC | 1.25% | 1.48% | 191,566 | 18,625 | 10.77% | 17,809,891 | Jun 30, 2024 |
| GOLDMAN SACHS GROUP INC | 0.31% | 0.00% | 47,011 | 17,080 | 57.06% | 4,370,612 | Jun 30, 2024 |
| NORGES BANK | 0.09% | 0.00% | 13,500 | 13,500 | 100.00% | 1,255,095 | Jun 30, 2024 |
| MARSHALL WACE, LLP | 0.09% | 0.00% | 13,258 | 13,258 | 100.00% | 1,232,596 | Jun 30, 2024 |
As of Jun 30 2024, NV5 Global's largest institutional buyer is SWEDBANK AB. The company purchased 75.00K stocks of NVEE, valued at $25.57M.
Institutional Sellers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | 0.77% | 0.00% | 117,286 | -398,708 | -77.27% | 10,904,095 | Jun 30, 2024 |
| FMR LLC | 0.01% | - | 840 | -187,654 | -99.55% | 78,098 | Jun 30, 2024 |
| FRED ALGER MANAGEMENT, LLC | - | - | - | -35,192 | -100.00% | - | Jun 30, 2024 |
| NINE TEN CAPITAL MANAGEMENT LLC | 0.92% | 5.04% | 140,963 | -31,053 | -18.05% | 13,105,000 | Jun 30, 2024 |
| BANK OF MONTREAL /CAN/ | - | - | - | -16,345 | -100.00% | - | Jun 30, 2024 |
| T. ROWE PRICE INVESTMENT MANAGEMENT, INC. | 2.72% | 0.02% | 415,695 | -16,106 | -3.73% | 38,648,000 | Jun 30, 2024 |
| EDGESTREAM PARTNERS, L.P. | - | - | - | -12,246 | -100.00% | - | Jun 30, 2024 |
| EMERALD ADVISERS, LLC | 1.78% | 1.06% | 271,946 | -11,935 | -4.20% | 25,282,820 | Jun 30, 2024 |
| GRANDEUR PEAK GLOBAL ADVISORS, LLC | 0.90% | 1.02% | 137,623 | -10,642 | -7.18% | 12,794,810 | Jun 30, 2024 |
| ALBERTA INVESTMENT MANAGEMENT CORP | 0.07% | 0.01% | 10,877 | -10,513 | -49.15% | 1,011,235 | Jun 30, 2024 |
| GENEVA CAPITAL MANAGEMENT LLC | 2.80% | 0.72% | 426,964 | -10,081 | -2.31% | 39,694,873 | Jun 30, 2024 |
| VANGUARD GROUP INC | 6.22% | 0.00% | 949,217 | -9,292 | -0.97% | 88,248,704 | Jun 30, 2024 |
| SUMMIT CREEK ADVISORS LLC | 0.82% | 1.60% | 125,415 | -8,810 | -6.56% | 11,659,833 | Jun 30, 2024 |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | - | - | - | -8,412 | -100.00% | - | Jun 30, 2024 |
| BANK OF AMERICA CORP /DE/ | 0.11% | 0.00% | 17,131 | -8,362 | -32.80% | 1,592,670 | Jun 30, 2024 |
| AMERICAN INTERNATIONAL GROUP, INC. | - | - | - | -7,446 | -100.00% | - | Jun 30, 2024 |
| BARCLAYS PLC | 0.03% | 0.00% | 5,283 | -7,334 | -58.13% | 492,000 | Jun 30, 2024 |
| NUMERAI GP LLC | - | - | - | -6,684 | -100.00% | - | Jun 30, 2024 |
| BNP PARIBAS ARBITRAGE, SNC | 0.04% | 0.00% | 5,639 | -6,412 | -53.21% | 524,258 | Jun 30, 2024 |
| NEUMEIER POMA INVESTMENT COUNSEL LLC | 1.42% | 1.84% | 216,641 | -5,605 | -2.52% | 20,141,114 | Jun 30, 2024 |
As of Jun 30 2024, NV5 Global's biggest institutional seller is MORGAN STANLEY. The company sold -0.40M shares of NVEE, valued at $10.90M.
Institutional New positions
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| VERITION FUND MANAGEMENT LLC | 0.21% | 0.02% | 31,411 | 31,411 | 100.00% | 2,920,281 | Jun 30, 2024 |
| EXODUSPOINT CAPITAL MANAGEMENT, LP | 0.19% | 0.02% | 28,268 | 28,268 | 100.00% | 2,628,000 | Jun 30, 2024 |
| TREXQUANT INVESTMENT LP | 0.15% | 0.03% | 23,378 | 23,378 | 100.00% | 2,173,453 | Jun 30, 2024 |
| NORGES BANK | 0.09% | 0.00% | 13,500 | 13,500 | 100.00% | 1,255,095 | Jun 30, 2024 |
| MARSHALL WACE, LLP | 0.09% | 0.00% | 13,258 | 13,258 | 100.00% | 1,232,596 | Jun 30, 2024 |
| ALLIANZ ASSET MANAGEMENT GMBH | 0.06% | 0.00% | 9,300 | 9,300 | 100.00% | 864,621 | Jun 30, 2024 |
| COREBRIDGE FINANCIAL, INC. | 0.05% | 0.00% | 8,226 | 8,226 | 100.00% | 764,771 | Jun 30, 2024 |
| MIRABELLA FINANCIAL SERVICES LLP | 0.05% | 0.05% | 7,378 | 7,378 | 100.00% | 685,933 | Jun 30, 2024 |
| HRT FINANCIAL LP | 0.05% | 0.00% | 7,356 | 7,356 | 100.00% | 683,000 | Jun 30, 2024 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 0.05% | 0.00% | 7,031 | 7,031 | 100.00% | 653,672 | Jun 30, 2024 |
| CUBIST SYSTEMATIC STRATEGIES, LLC | 0.04% | 0.00% | 6,183 | 6,183 | 100.00% | 574,829 | Jun 30, 2024 |
| CAMPBELL & CO INVESTMENT ADVISER LLC | 0.04% | 0.04% | 5,623 | 5,623 | 100.00% | 522,770 | Jun 30, 2024 |
| GSA CAPITAL PARTNERS LLP | 0.04% | 0.04% | 5,412 | 5,412 | 100.00% | 503,000 | Jun 30, 2024 |
| SHERBROOKE PARK ADVISERS LLC | 0.03% | 0.08% | 4,768 | 4,768 | 100.00% | 443,281 | Jun 30, 2024 |
| AVANTAX ADVISORY SERVICES, INC. | 0.03% | 0.00% | 4,037 | 4,037 | 100.00% | 375,320 | Jun 30, 2024 |
| POINT72 ASSET MANAGEMENT, L.P. | 0.02% | 0.00% | 3,297 | 3,297 | 100.00% | 306,553 | Jun 30, 2024 |
| PALOMA PARTNERS MANAGEMENT CO | 0.02% | 0.01% | 3,015 | 3,015 | 100.00% | 280,305 | Jun 30, 2024 |
| WALLEYE CAPITAL LLC | 0.02% | 0.00% | 2,872 | 2,872 | 100.00% | 267,010 | Jun 30, 2024 |
| AMUNDI | 0.01% | 0.00% | 1,909 | 1,909 | 100.00% | 175,437 | Jun 30, 2024 |
| INNEALTA CAPITAL, LLC | 0.00% | 0.01% | 468 | 468 | 100.00% | 43,510 | Jun 30, 2024 |
| POINT72 (DIFC) LTD | 0.00% | 0.00% | 191 | 191 | 100.00% | 17,730 | Jun 30, 2024 |
| GLOBAL RETIREMENT PARTNERS, LLC | 0.00% | 0.00% | 39 | 39 | 100.00% | 3,626 | Jun 30, 2024 |
| PRIVATE WEALTH MANAGEMENT GROUP, LLC | 0.00% | 0.00% | 19 | 19 | 100.00% | 1,767 | Jun 30, 2024 |
| RONALD BLUE TRUST, INC. | 0.00% | - | 16 | 16 | 100.00% | 1,568 | Jun 30, 2024 |
| TOTH FINANCIAL ADVISORY CORP | 0.00% | 0.00% | 13 | 13 | 100.00% | 1,209 | Jun 30, 2024 |
| SMARTLEAF ASSET MANAGEMENT LLC | 0.00% | 0.00% | 8 | 8 | 100.00% | 744 | Jun 30, 2024 |
| ROTHSCHILD INVESTMENT LLC | - | - | 5 | 5 | 100.00% | 465 | Jun 30, 2024 |
| LARSON FINANCIAL GROUP LLC | - | - | 1 | 1 | 100.00% | 93 | Jun 30, 2024 |
NV5 Global's largest new institutional shareholder by number of shares is VERITION FUND MANAGEMENT LLC, purchased 31.41K shares, valued at $2.92M, as of undefined.
Institutional Sold Out
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| FRED ALGER MANAGEMENT, LLC | - | - | - | -35,192 | -100.00% | - | Jun 30, 2024 |
| BANK OF MONTREAL /CAN/ | - | - | - | -16,345 | -100.00% | - | Jun 30, 2024 |
| EDGESTREAM PARTNERS, L.P. | - | - | - | -12,246 | -100.00% | - | Jun 30, 2024 |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | - | - | - | -8,412 | -100.00% | - | Jun 30, 2024 |
| AMERICAN INTERNATIONAL GROUP, INC. | - | - | - | -7,446 | -100.00% | - | Jun 30, 2024 |
| NUMERAI GP LLC | - | - | - | -6,684 | -100.00% | - | Jun 30, 2024 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | - | - | - | -4,105 | -100.00% | - | Jun 30, 2024 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | - | - | - | -3,780 | -100.00% | - | Jun 30, 2024 |
| MQS MANAGEMENT LLC | - | - | - | -3,201 | -100.00% | - | Jun 30, 2024 |
| PROSHARE ADVISORS LLC | - | - | - | -2,778 | -100.00% | - | Jun 30, 2024 |
| DYNAMIC TECHNOLOGY LAB PRIVATE LTD | - | - | - | -2,311 | -100.00% | - | Jun 30, 2024 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | - | - | - | -2,191 | -100.00% | - | Jun 30, 2024 |
| EVERENCE CAPITAL MANAGEMENT INC | - | - | - | -2,110 | -100.00% | - | Jun 30, 2024 |
| METROPOLITAN LIFE INSURANCE CO/NY | - | - | - | -736 | -100.00% | - | Jun 30, 2024 |
| CLEAR STREET MARKETS LLC | - | - | - | -400 | -100.00% | - | Jun 30, 2024 |
| YHB INVESTMENT ADVISORS, INC. | - | - | - | -270 | -100.00% | - | Jun 30, 2024 |
| PARALLEL ADVISORS, LLC | - | - | - | -100 | -100.00% | - | Jun 30, 2024 |
| SYSTM WEALTH SOLUTIONS LLC | - | - | - | -36 | -100.00% | - | Jun 30, 2024 |
| FIRST FINANCIAL CORP /IN/ | - | - | - | -24 | -100.00% | - | Jun 30, 2024 |
| BESSEMER GROUP INC | - | - | - | -13 | -100.00% | - | Jun 30, 2024 |
| PARKSIDE FINANCIAL BANK & TRUST | - | - | - | -6 | -100.00% | - | Jun 30, 2024 |
| FARTHER FINANCE ADVISORS, LLC | - | - | - | -5 | -100.00% | - | Jun 30, 2024 |
| NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC | - | - | - | -3 | -100.00% | - | Jun 30, 2024 |
| ANFIELD CAPITAL MANAGEMENT, LLC | - | - | - | -3 | -100.00% | - | Jun 30, 2024 |
NV5 Global's largest sold out institutional shareholder by shares sold is FRED ALGER MANAGEMENT, LLC, sold -35.19K shares, valued at -, as of undefined.
NV5 Global Mutual Fund Holders
| Name | % Total Assets | Total Shares | Change Amount | Change % | Date |
|---|---|---|---|---|---|
| TAX MANAGED SMALL CAP PORTFOLIO | 0.36% | 19,154 | - | - | Jan 31, 2024 |
| LORD ABBETT DEVELOPING GROWTH FUND, INC. | 0.21% | 198,910 | - | - | Jan 31, 2024 |
| ALLIED ASSET ADVISORS FUNDS | 0.16% | 1,859 | - | - | Feb 29, 2024 |
| T. Rowe Price Small-Cap Stock Fund, Inc. | 0.05% | 197,519 | 95,900 | 94.37% | Mar 31, 2024 |
| Voya VARIABLE PRODUCTS TRUST | 0.05% | 18,373 | -879 | -4.57% | Mar 31, 2024 |
| Voya EQUITY TRUST | 0.05% | 73,844 | 4,666 | 6.74% | Feb 29, 2024 |
| ANCORA TRUST | 0.05% | 10,020 | 10,020 | - | Mar 31, 2020 |
| ROYCE CAPITAL FUND | 0.03% | 10,300 | - | - | Mar 31, 2024 |
| T. Rowe Price Quantitative Management Funds, Inc. | 0.03% | 85,500 | - | - | Mar 31, 2024 |
| CALVERT IMPACT FUND INC | 0.03% | 293,918 | -25,164 | -7.89% | Mar 31, 2024 |
| ROYCE MICRO-CAP TRUST, INC. | 0.02% | 11,400 | - | - | Mar 31, 2024 |
| WASATCH FUNDS TRUST | 0.02% | 195,827 | - | - | Mar 31, 2024 |
| BUFFALO FUNDS | 0.02% | 138,870 | -5,460 | -3.78% | Mar 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 0.02% | 10,289 | - | - | Mar 31, 2024 |
| VANGUARD ADMIRAL FUNDS | 0.02% | 83,600 | 17,108 | 25.73% | Feb 29, 2024 |
| LIBERTY ALL STAR GROWTH FUND INC. | 0.02% | 2,121 | 174 | 8.94% | Dec 31, 2023 |
| TOUCHSTONE VARIABLE SERIES TRUST | 0.02% | 13,516 | - | - | Mar 31, 2024 |
| Tributary Funds, Inc. | 0.02% | 82,865 | 82,865 | - | Dec 31, 2023 |
| AMERICAN CENTURY CAPITAL PORTFOLIOS INC | 0.02% | 320,000 | 35,000 | 12.28% | Mar 31, 2024 |
| AIM FUNDS GROUP (INVESCO FUNDS GROUP) | 0.01% | 68,200 | - | - | Mar 31, 2024 |
| ALGER FUNDS | 0.01% | 11,763 | -1,138 | -8.82% | Jan 31, 2024 |
| BNY MELLON INDEX FUNDS, INC. | 0.01% | 12,992 | -1,734 | -11.78% | Jan 31, 2024 |
| OBERWEIS FUNDS | 0.01% | 11,800 | - | - | Mar 31, 2024 |
| BNY MELLON INVESTMENT PORTFOLIOS | 0.01% | 6,251 | -102 | -1.61% | Mar 31, 2024 |
| FIRST TRUST EXCHANGE-TRADED FUND VI | 0.01% | 52,147 | - | - | Mar 31, 2024 |
| T. Rowe Price Equity Funds, Inc. | 0.01% | 92,263 | 45,100 | 95.63% | Mar 31, 2024 |
| SYNTAX ETF TRUST | 0.01% | 265 | 28 | 11.81% | Mar 31, 2024 |
| EATON VANCE SPECIAL INVESTMENT TRUST | 0.01% | 14,610 | -1,205 | -7.62% | Mar 31, 2024 |
| Procure ETF Trust II | 0.01% | 447 | -6 | -1.32% | Jan 31, 2024 |
| AMG Funds I | 0.01% | 14,450 | - | - | Jan 31, 2024 |
| LKCM Funds | 0.01% | 24,215 | - | - | Mar 31, 2024 |
| FIDELITY CAPITAL TRUST | 0.01% | 62,200 | - | - | Jan 31, 2024 |
| LORD ABBETT SECURITIES TRUST | 0.01% | 25,480 | - | - | Jan 31, 2024 |
| Humankind Benefit Corp | 0.01% | 119 | -2 | -1.65% | Dec 31, 2023 |
| ROYCE FUND | 0.01% | 35,270 | - | - | Mar 31, 2024 |
| Vericimetry Funds | 0.01% | 480 | - | - | Mar 31, 2024 |
| QUANTITATIVE MASTER SERIES LLC | 0.00% | 24,440 | -837 | -3.31% | Mar 31, 2024 |
| Jacob Funds Inc. | 0.00% | 800 | - | - | Feb 29, 2024 |
| DEUTSCHE DWS INVESTMENTS VIT FUNDS | 0.00% | 2,030 | -96 | -4.52% | Mar 31, 2024 |
| FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND | 0.00% | 12,739 | 71 | 0.56% | Jan 31, 2024 |
| TOUCHSTONE STRATEGIC TRUST | 0.00% | 206,527 | - | - | Mar 31, 2024 |
| BNY Mellon Strategic Funds, Inc. | 0.00% | 4,002 | -1,712 | -29.96% | Feb 29, 2024 |
| FINANCIAL INVESTORS TRUST | 0.00% | 127,055 | -1,718 | -1.33% | Jan 31, 2024 |
| FIDELITY COMMONWEALTH TRUST | 0.00% | 5,076 | 62 | 1.24% | Feb 29, 2024 |
| VANGUARD INDEX FUNDS | 0.00% | 641,350 | -182,218 | -22.13% | Mar 31, 2024 |
| IndexIQ ETF Trust | 0.00% | 3,122 | -227 | -6.78% | Jan 31, 2024 |
| World Funds Trust | 0.00% | 16,308 | - | - | Jan 31, 2024 |
| CONESTOGA FUNDS | 0.00% | 1,644 | 155 | 10.41% | Mar 31, 2024 |
| TIAA SEPARATE ACCOUNT VA 1 | 0.00% | 291 | - | - | Mar 31, 2024 |
| FIDELITY SECURITIES FUND | 0.00% | 116,295 | -3,000 | -2.51% | Jan 31, 2024 |
| NATIONWIDE MUTUAL FUNDS | 0.00% | 164,345 | -1,037 | -0.63% | Jan 31, 2024 |
| RBB Fund Trust | 0.00% | 1,156 | - | - | Feb 29, 2024 |
| AMG FUNDS III | 0.00% | 5,599 | - | - | Mar 28, 2024 |
| SCHWAB CAPITAL TRUST | 0.00% | 44,412 | -1,022 | -2.25% | Jan 31, 2024 |
| ADVISORS' INNER CIRCLE FUND | 0.00% | 22,000 | -500 | -2.22% | Jan 31, 2024 |
| EXCHANGE TRADED CONCEPTS TRUST | 0.00% | 4,917 | - | - | Feb 29, 2024 |
| DRIEHAUS MUTUAL FUNDS | 0.00% | 6,739 | - | - | Mar 28, 2024 |
| Calvert Management Series | 0.00% | 7,298 | -874 | -10.70% | Mar 31, 2024 |
| FIDELITY ADVISOR SERIES I | 0.00% | 131,248 | -900 | -0.68% | Feb 29, 2024 |
| Listed Funds Trust | 0.00% | 3,025 | - | - | Mar 31, 2024 |
| PFS FUNDS | 0.00% | 7,991 | - | - | Feb 29, 2024 |
| T. Rowe Price Spectrum Funds II, Inc. | 0.00% | 8,487 | 8,487 | - | Feb 29, 2024 |
| FIDELITY CONCORD STREET TRUST | 0.00% | 121,084 | 3,493 | 2.97% | Feb 29, 2024 |
| Calvert Variable Products, Inc. | 0.00% | 1,440 | - | - | Mar 31, 2024 |
| Federated Hermes Equity Funds | 0.00% | 10,264 | - | - | Jan 31, 2024 |
| Principal Exchange-Traded Funds | 0.00% | 6,207 | - | - | Mar 31, 2024 |
| VANGUARD TAX-MANAGED FUNDS | 0.00% | 98,477 | -873 | -0.88% | Mar 31, 2024 |
| TIMOTHY PLAN | 0.00% | 2,198 | 297 | 15.62% | Mar 31, 2024 |
| CALAMOS INVESTMENT TRUST/IL | 0.00% | 48,026 | - | - | Jan 31, 2024 |
| GOLDMAN SACHS VARIABLE INSURANCE TRUST | 0.00% | 1,783 | - | - | Mar 31, 2024 |
| MML SERIES INVESTMENT FUND | 0.00% | 3,717 | 3 | 0.08% | Dec 31, 2023 |
| Virtus Strategy Trust | 0.00% | 8,062 | - | - | Mar 28, 2024 |
| DFA INVESTMENT DIMENSIONS GROUP INC | 0.00% | 379,576 | 78,366 | 26.02% | Jan 31, 2024 |
| CLEARWATER INVESTMENT TRUST | 0.00% | 3,489 | 1,689 | 93.83% | Mar 28, 2024 |
| Managed Portfolio Series | 0.00% | 7,921 | - | - | Jan 31, 2024 |
| SHELTON FUNDS | 0.00% | 592 | -150 | -20.22% | Feb 29, 2024 |
| Dimensional ETF Trust | 0.00% | 138,685 | 11,467 | 9.01% | Jan 31, 2024 |
| VANGUARD INSTITUTIONAL INDEX FUNDS | 0.00% | 9,197 | -692 | -7.00% | Mar 31, 2024 |
| STEWARD FUNDS, INC. | 0.00% | 689 | - | - | Jan 31, 2024 |
| AMERICAN PENSION INVESTORS TRUST | 0.00% | 1,400 | - | - | Jan 31, 2024 |
| BMO FUNDS, INC. | 0.00% | 8,849 | 8,849 | - | Nov 30, 2021 |
| PRAXIS MUTUAL FUNDS | 0.00% | 2,110 | - | - | Dec 31, 2023 |
| SunAmerica Specialty Series | 0.00% | 90 | - | - | Apr 30, 2021 |
| PRUDENTIAL SERIES FUND | 0.00% | 12,960 | -550 | -4.07% | Mar 28, 2024 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST | 0.00% | 8,910 | -342 | -3.70% | Dec 31, 2023 |
| SCHWAB STRATEGIC TRUST | 0.00% | 91,476 | 9,160 | 11.13% | Feb 29, 2024 |
| Catholic Responsible Investments Funds | 0.00% | 5,976 | -111 | -1.82% | Jan 31, 2024 |
| FIDELITY COVINGTON TRUST | 0.00% | 2,782 | 40 | 1.46% | Jan 31, 2024 |
| Voya VARIABLE PORTFOLIOS INC | 0.00% | 4,654 | -8,253 | -63.94% | Mar 31, 2024 |
| Global X Funds | 0.00% | 6,371 | 450 | 7.60% | Jan 31, 2024 |
| STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 0.00% | 643 | -33 | -4.88% | Mar 31, 2024 |
| T. Rowe Price Equity Series, Inc. | 0.00% | 213 | 104 | 95.41% | Mar 31, 2024 |
| PFM Multi-Manager Series Trust | 0.00% | 100 | - | - | Dec 31, 2023 |
| LORD ABBETT SERIES FUND INC | 0.00% | 7,825 | - | - | Mar 31, 2024 |
| INVESCO EXCHANGE-TRADED FUND TRUST | 0.00% | 9,513 | -3,436 | -26.53% | Jan 31, 2024 |
| Mutual of America Variable Insurance Portfolios, Inc. | 0.00% | 81 | -10 | -10.99% | Sep 30, 2023 |
| RUSSELL INVESTMENT CO | 0.00% | 34,308 | -1,872 | -5.17% | Jan 31, 2024 |
| PUTNAM FUNDS TRUST | 0.00% | 22,870 | - | - | Jan 31, 2024 |
| RBC FUNDS TRUST | 0.00% | 11,761 | - | - | Mar 28, 2024 |
| THRIVENT SERIES FUND INC | 0.00% | 11,032 | -300 | -2.65% | Mar 28, 2024 |
NV5 Global's largest mutual fund holder by % of total assets is "TAX MANAGED SMALL CAP PORTFOLIO", owning 19.15K shares, compromising 0.36% of its total assets.
NV5 Global Institutional Ownership Trends
Institutional Holdings Trend
| Date | Holdings | Change % |
|---|---|---|
| 30 Jun, 24 | 212 | 1.44% |
| 31 Mar, 24 | 209 | 5.03% |
| 31 Dec, 23 | 199 | 2.58% |
| 30 Sep, 23 | 194 | -3.48% |
| 30 Jun, 23 | 201 | -5.19% |
| 31 Mar, 23 | 212 | -7.42% |
| 31 Dec, 22 | 229 | 9.57% |
| 30 Sep, 22 | 209 | 3.98% |
| 30 Jun, 22 | 201 | - |
| 31 Mar, 22 | 201 | 5.24% |
| 31 Dec, 21 | 191 | 20.13% |
| 30 Sep, 21 | 159 | 1.92% |
| 30 Jun, 21 | 156 | -1.89% |
| 31 Mar, 21 | 159 | 13.57% |
| 31 Dec, 20 | 140 | 16.67% |
| 30 Sep, 20 | 120 | -2.44% |
| 30 Jun, 20 | 123 | -2.38% |
| 31 Mar, 20 | 126 | -6.67% |
| 31 Dec, 19 | 135 | -4.93% |
| 30 Sep, 19 | 142 | -0.70% |
| 30 Jun, 19 | 143 | 3.62% |
| 31 Mar, 19 | 138 | -7.38% |
| 31 Dec, 18 | 149 | -3.87% |
| 30 Sep, 18 | 155 | 23.02% |
| 30 Jun, 18 | 126 | 9.57% |
| 31 Mar, 18 | 115 | -5.74% |
| 31 Dec, 17 | 122 | 16.19% |
| 30 Sep, 17 | 105 | 10.53% |
| 30 Jun, 17 | 95 | 1.06% |
| 31 Mar, 17 | 94 | 5.62% |
| 31 Dec, 16 | 89 | 5.95% |
| 30 Sep, 16 | 84 | - |
| 30 Jun, 16 | 84 | 31.25% |
| 31 Mar, 16 | 64 | 6.67% |
| 31 Dec, 15 | 60 | 9.09% |
| 30 Sep, 15 | 55 | -16.67% |
| 30 Jun, 15 | 66 | 230.00% |
| 31 Mar, 15 | 20 | 42.86% |
| 31 Dec, 14 | 14 | 27.27% |
| 30 Sep, 14 | 11 | 37.50% |
| 30 Jun, 14 | 8 | 14.29% |
| 31 Mar, 14 | 7 | 16.67% |
| 31 Dec, 13 | 6 | 500.00% |
| 30 Sep, 13 | 1 | - |
As of 30 Jun 24, 212 institutions are holding NV5 Global's shares, representing an increase of 1.44% compared to the previous quarter.
Shares Outstanding Trend
| Date | Shares Outstanding | Change % |
|---|---|---|
| 30 Jun, 24 | 12,132,067 | 0.30% |
| 31 Mar, 24 | 12,096,284 | 0.74% |
| 31 Dec, 23 | 12,007,341 | 4.45% |
| 30 Sep, 23 | 11,495,745 | 0.78% |
| 30 Jun, 23 | 11,406,827 | 1.48% |
| 31 Mar, 23 | 11,240,421 | -1.49% |
| 31 Dec, 22 | 11,410,754 | 12.45% |
| 30 Sep, 22 | 10,147,241 | 0.67% |
| 30 Jun, 22 | 10,079,219 | 1.02% |
| 31 Mar, 22 | 9,977,556 | -2.32% |
| 31 Dec, 21 | 10,214,582 | 7.36% |
| 30 Sep, 21 | 9,513,909 | 1.82% |
| 30 Jun, 21 | 9,343,566 | 1.49% |
| 31 Mar, 21 | 9,206,665 | 16.93% |
| 31 Dec, 20 | 7,873,840 | -1.80% |
| 30 Sep, 20 | 8,018,286 | -3.09% |
| 30 Jun, 20 | 8,273,902 | -0.07% |
| 31 Mar, 20 | 8,279,829 | 7.35% |
| 31 Dec, 19 | 7,712,828 | -1.64% |
| 30 Sep, 19 | 7,841,672 | 0.04% |
| 30 Jun, 19 | 7,838,829 | 0.39% |
| 31 Mar, 19 | 7,808,165 | -2.01% |
| 31 Dec, 18 | 7,968,440 | 3.12% |
| 30 Sep, 18 | 7,727,070 | 17.40% |
| 30 Jun, 18 | 6,582,105 | 5.89% |
| 31 Mar, 18 | 6,216,003 | 1.31% |
| 31 Dec, 17 | 6,135,492 | 0.36% |
| 30 Sep, 17 | 6,113,263 | 1.76% |
| 30 Jun, 17 | 6,007,524 | 4.52% |
| 31 Mar, 17 | 5,747,610 | 6.85% |
| 31 Dec, 16 | 5,379,271 | 5.26% |
| 30 Sep, 16 | 5,110,367 | 9.30% |
| 30 Jun, 16 | 4,675,491 | 47.94% |
| 31 Mar, 16 | 3,160,345 | -0.82% |
| 31 Dec, 15 | 3,186,403 | 1.43% |
| 30 Sep, 15 | 3,141,471 | 2.97% |
| 30 Jun, 15 | 3,050,999 | 114.81% |
| 31 Mar, 15 | 1,420,341 | 23.15% |
| 31 Dec, 14 | 1,153,296 | 6.28% |
| 30 Sep, 14 | 1,085,115 | 9.86% |
| 30 Jun, 14 | 987,727 | -1.54% |
| 31 Mar, 14 | 1,003,144 | 0.09% |
| 31 Dec, 13 | 1,002,263 | 902.56% |
| 30 Sep, 13 | 99,970 | - |
NV5 Global (NVEE) has 12.13M shares outstanding as of 30 Jun 24, up 0.30% compared to the previous quarter.
Institutional Ownership Trend
| Date | Ownership % | Change % |
|---|---|---|
| 30 Jun, 24 | 79.47% | 1.24% |
| 31 Mar, 24 | 80.18% | 1.29% |
| 31 Dec, 23 | 78.94% | 1.35% |
| 30 Sep, 23 | 76.57% | 1.30% |
| 30 Jun, 23 | 76.64% | 1.34% |
| 31 Mar, 23 | 75.52% | 1.26% |
| 31 Dec, 22 | 77.34% | 1.64% |
| 30 Sep, 22 | 68.71% | 1.47% |
| 30 Jun, 22 | 68.40% | 1.48% |
| 31 Mar, 22 | 67.91% | 1.40% |
| 31 Dec, 21 | 69.72% | 1.64% |
| 30 Sep, 21 | 65.19% | 1.55% |
| 30 Jun, 21 | 64.80% | 1.27% |
| 31 Mar, 21 | 71.50% | 1.76% |
| 31 Dec, 20 | 63.69% | 1.53% |
| 30 Sep, 20 | 64.48% | 1.43% |
| 30 Jun, 20 | 67.22% | 1.47% |
| 31 Mar, 20 | 67.68% | 1.69% |
| 31 Dec, 19 | 63.20% | 1.53% |
| 30 Sep, 19 | 64.32% | 1.53% |
| 30 Jun, 19 | 64.75% | 1.52% |
| 31 Mar, 19 | 65.28% | 1.24% |
| 31 Dec, 18 | 72.50% | 1.54% |
| 30 Sep, 18 | 68.64% | 1.75% |
| 30 Jun, 18 | 62.71% | 1.72% |
| 31 Mar, 18 | 60.38% | 1.68% |
| 31 Dec, 17 | 59.90% | 1.67% |
| 30 Sep, 17 | 59.87% | 1.72% |
| 30 Jun, 17 | 59.06% | 1.82% |
| 31 Mar, 17 | 57.00% | 1.64% |
| 31 Dec, 16 | 58.95% | 2.23% |
| 30 Sep, 16 | 51.40% | 1.82% |
| 30 Jun, 16 | 53.17% | 3.18% |
| 31 Mar, 16 | 40.88% | 1.85% |
| 31 Dec, 15 | 47.04% | 2.69% |
| 30 Sep, 15 | 41.80% | 1.78% |
| 30 Jun, 15 | 48.41% | 7.32% |
| 31 Mar, 15 | 25.72% | 5.03% |
| 31 Dec, 14 | 22.60% | 5.05% |
| 30 Sep, 14 | 21.16% | 5.65% |
| 30 Jun, 14 | 19.35% | 4.86% |
| 31 Mar, 14 | 19.96% | 5.02% |
| 31 Dec, 13 | 19.94% | 287.52% |
| 30 Sep, 13 | 2.63% | - |
As of 30 Jun 24, NV5 Global is held by 79.47% institutional shareholders, representing a 1.24% growth compared to 31 Mar 24.
Institutional Increased Positions Trend
| Date | Increased Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 105 | 12.90% |
| 31 Mar, 24 | 93 | -1.06% |
| 31 Dec, 23 | 94 | 10.59% |
| 30 Sep, 23 | 85 | -15.84% |
| 30 Jun, 23 | 101 | -4.72% |
| 31 Mar, 23 | 106 | 6.00% |
| 31 Dec, 22 | 100 | -0.99% |
| 30 Sep, 22 | 101 | 7.45% |
| 30 Jun, 22 | 94 | 10.59% |
| 31 Mar, 22 | 85 | -27.35% |
| 31 Dec, 21 | 117 | 48.10% |
| 30 Sep, 21 | 79 | -13.19% |
| 30 Jun, 21 | 91 | - |
| 31 Mar, 21 | 91 | 28.17% |
| 31 Dec, 20 | 71 | 29.09% |
| 30 Sep, 20 | 55 | -11.29% |
| 30 Jun, 20 | 62 | - |
| 31 Mar, 20 | 62 | -7.46% |
| 31 Dec, 19 | 67 | 11.67% |
| 30 Sep, 19 | 60 | -25.00% |
| 30 Jun, 19 | 80 | 14.29% |
| 31 Mar, 19 | 70 | 14.75% |
| 31 Dec, 18 | 61 | -29.07% |
| 30 Sep, 18 | 86 | 40.98% |
| 30 Jun, 18 | 61 | 24.49% |
| 31 Mar, 18 | 49 | -24.62% |
| 31 Dec, 17 | 65 | 25.00% |
| 30 Sep, 17 | 52 | -5.45% |
| 30 Jun, 17 | 55 | 19.57% |
| 31 Mar, 17 | 46 | 6.98% |
| 31 Dec, 16 | 43 | -2.27% |
| 30 Sep, 16 | 44 | -29.03% |
| 30 Jun, 16 | 62 | 93.75% |
| 31 Mar, 16 | 32 | 10.34% |
| 31 Dec, 15 | 29 | -23.68% |
| 30 Sep, 15 | 38 | -29.63% |
| 30 Jun, 15 | 54 | 260.00% |
| 31 Mar, 15 | 15 | 87.50% |
| 31 Dec, 14 | 8 | 33.33% |
| 30 Sep, 14 | 6 | 100.00% |
| 30 Jun, 14 | 3 | 50.00% |
| 31 Mar, 14 | 2 | -60.00% |
| 31 Dec, 13 | 5 | 400.00% |
| 30 Sep, 13 | 1 | - |
105 institutional shareholders have increased their position in NVEE stock as of 30 Jun 24 compared to 93 in the previous quarter (a 12.90% increase).
Institutional Reduced Positions Trend
| Date | Reduced Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 60 | -15.49% |
| 31 Mar, 24 | 71 | - |
| 31 Dec, 23 | 71 | -2.74% |
| 30 Sep, 23 | 73 | 1.39% |
| 30 Jun, 23 | 72 | -1.37% |
| 31 Mar, 23 | 73 | -17.05% |
| 31 Dec, 22 | 88 | 31.34% |
| 30 Sep, 22 | 67 | -6.94% |
| 30 Jun, 22 | 72 | -10.00% |
| 31 Mar, 22 | 80 | 77.78% |
| 31 Dec, 21 | 45 | -2.17% |
| 30 Sep, 21 | 46 | 27.78% |
| 30 Jun, 21 | 36 | -16.28% |
| 31 Mar, 21 | 43 | 4.88% |
| 31 Dec, 20 | 41 | 5.13% |
| 30 Sep, 20 | 39 | 18.18% |
| 30 Jun, 20 | 33 | -2.94% |
| 31 Mar, 20 | 34 | -5.56% |
| 31 Dec, 19 | 36 | -26.53% |
| 30 Sep, 19 | 49 | 25.64% |
| 30 Jun, 19 | 39 | -7.14% |
| 31 Mar, 19 | 42 | -33.33% |
| 31 Dec, 18 | 63 | 28.57% |
| 30 Sep, 18 | 49 | 11.36% |
| 30 Jun, 18 | 44 | 7.32% |
| 31 Mar, 18 | 41 | 10.81% |
| 31 Dec, 17 | 37 | 12.12% |
| 30 Sep, 17 | 33 | 37.50% |
| 30 Jun, 17 | 24 | -25.00% |
| 31 Mar, 17 | 32 | -5.88% |
| 31 Dec, 16 | 34 | 17.24% |
| 30 Sep, 16 | 29 | 93.33% |
| 30 Jun, 16 | 15 | -11.76% |
| 31 Mar, 16 | 17 | - |
| 31 Dec, 15 | 17 | 88.89% |
| 30 Sep, 15 | 9 | - |
| 30 Jun, 15 | 9 | 350.00% |
| 31 Mar, 15 | 2 | -50.00% |
| 31 Dec, 14 | 4 | - |
| 30 Sep, 14 | 4 | 100.00% |
| 30 Jun, 14 | 2 | -50.00% |
| 31 Mar, 14 | 4 | - |
| 31 Dec, 13 | - | - |
| 30 Sep, 13 | - | - |
60 institutional shareholders have reduced their position in NVEE stock as of 30 Jun 24 compared to 71 in the previous quarter (a -15.49% decrease).
All Institutional Ownership Trend Data
| Date | Holdings | Change % | Shares Outstanding | Change % | Ownership % | Change % | Increased Positions | Change % | Reduced Positions | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 30 Jun, 24 | 212 | 1.44% | 12,132,067 | 0.30% | 79.47% | 1.24% | 105 | 12.90% | 60 | -15.49% |
| 31 Mar, 24 | 209 | 5.03% | 12,096,284 | 0.74% | 80.18% | 1.29% | 93 | -1.06% | 71 | - |
| 31 Dec, 23 | 199 | 2.58% | 12,007,341 | 4.45% | 78.94% | 1.35% | 94 | 10.59% | 71 | -2.74% |
| 30 Sep, 23 | 194 | -3.48% | 11,495,745 | 0.78% | 76.57% | 1.30% | 85 | -15.84% | 73 | 1.39% |
| 30 Jun, 23 | 201 | -5.19% | 11,406,827 | 1.48% | 76.64% | 1.34% | 101 | -4.72% | 72 | -1.37% |
| 31 Mar, 23 | 212 | -7.42% | 11,240,421 | -1.49% | 75.52% | 1.26% | 106 | 6.00% | 73 | -17.05% |
| 31 Dec, 22 | 229 | 9.57% | 11,410,754 | 12.45% | 77.34% | 1.64% | 100 | -0.99% | 88 | 31.34% |
| 30 Sep, 22 | 209 | 3.98% | 10,147,241 | 0.67% | 68.71% | 1.47% | 101 | 7.45% | 67 | -6.94% |
| 30 Jun, 22 | 201 | - | 10,079,219 | 1.02% | 68.40% | 1.48% | 94 | 10.59% | 72 | -10.00% |
| 31 Mar, 22 | 201 | 5.24% | 9,977,556 | -2.32% | 67.91% | 1.40% | 85 | -27.35% | 80 | 77.78% |
| 31 Dec, 21 | 191 | 20.13% | 10,214,582 | 7.36% | 69.72% | 1.64% | 117 | 48.10% | 45 | -2.17% |
| 30 Sep, 21 | 159 | 1.92% | 9,513,909 | 1.82% | 65.19% | 1.55% | 79 | -13.19% | 46 | 27.78% |
| 30 Jun, 21 | 156 | -1.89% | 9,343,566 | 1.49% | 64.80% | 1.27% | 91 | - | 36 | -16.28% |
| 31 Mar, 21 | 159 | 13.57% | 9,206,665 | 16.93% | 71.50% | 1.76% | 91 | 28.17% | 43 | 4.88% |
| 31 Dec, 20 | 140 | 16.67% | 7,873,840 | -1.80% | 63.69% | 1.53% | 71 | 29.09% | 41 | 5.13% |
| 30 Sep, 20 | 120 | -2.44% | 8,018,286 | -3.09% | 64.48% | 1.43% | 55 | -11.29% | 39 | 18.18% |
| 30 Jun, 20 | 123 | -2.38% | 8,273,902 | -0.07% | 67.22% | 1.47% | 62 | - | 33 | -2.94% |
| 31 Mar, 20 | 126 | -6.67% | 8,279,829 | 7.35% | 67.68% | 1.69% | 62 | -7.46% | 34 | -5.56% |
| 31 Dec, 19 | 135 | -4.93% | 7,712,828 | -1.64% | 63.20% | 1.53% | 67 | 11.67% | 36 | -26.53% |
| 30 Sep, 19 | 142 | -0.70% | 7,841,672 | 0.04% | 64.32% | 1.53% | 60 | -25.00% | 49 | 25.64% |
| 30 Jun, 19 | 143 | 3.62% | 7,838,829 | 0.39% | 64.75% | 1.52% | 80 | 14.29% | 39 | -7.14% |
| 31 Mar, 19 | 138 | -7.38% | 7,808,165 | -2.01% | 65.28% | 1.24% | 70 | 14.75% | 42 | -33.33% |
| 31 Dec, 18 | 149 | -3.87% | 7,968,440 | 3.12% | 72.50% | 1.54% | 61 | -29.07% | 63 | 28.57% |
| 30 Sep, 18 | 155 | 23.02% | 7,727,070 | 17.40% | 68.64% | 1.75% | 86 | 40.98% | 49 | 11.36% |
| 30 Jun, 18 | 126 | 9.57% | 6,582,105 | 5.89% | 62.71% | 1.72% | 61 | 24.49% | 44 | 7.32% |
| 31 Mar, 18 | 115 | -5.74% | 6,216,003 | 1.31% | 60.38% | 1.68% | 49 | -24.62% | 41 | 10.81% |
| 31 Dec, 17 | 122 | 16.19% | 6,135,492 | 0.36% | 59.90% | 1.67% | 65 | 25.00% | 37 | 12.12% |
| 30 Sep, 17 | 105 | 10.53% | 6,113,263 | 1.76% | 59.87% | 1.72% | 52 | -5.45% | 33 | 37.50% |
| 30 Jun, 17 | 95 | 1.06% | 6,007,524 | 4.52% | 59.06% | 1.82% | 55 | 19.57% | 24 | -25.00% |
| 31 Mar, 17 | 94 | 5.62% | 5,747,610 | 6.85% | 57.00% | 1.64% | 46 | 6.98% | 32 | -5.88% |
| 31 Dec, 16 | 89 | 5.95% | 5,379,271 | 5.26% | 58.95% | 2.23% | 43 | -2.27% | 34 | 17.24% |
| 30 Sep, 16 | 84 | - | 5,110,367 | 9.30% | 51.40% | 1.82% | 44 | -29.03% | 29 | 93.33% |
| 30 Jun, 16 | 84 | 31.25% | 4,675,491 | 47.94% | 53.17% | 3.18% | 62 | 93.75% | 15 | -11.76% |
| 31 Mar, 16 | 64 | 6.67% | 3,160,345 | -0.82% | 40.88% | 1.85% | 32 | 10.34% | 17 | - |
| 31 Dec, 15 | 60 | 9.09% | 3,186,403 | 1.43% | 47.04% | 2.69% | 29 | -23.68% | 17 | 88.89% |
| 30 Sep, 15 | 55 | -16.67% | 3,141,471 | 2.97% | 41.80% | 1.78% | 38 | -29.63% | 9 | - |
| 30 Jun, 15 | 66 | 230.00% | 3,050,999 | 114.81% | 48.41% | 7.32% | 54 | 260.00% | 9 | 350.00% |
| 31 Mar, 15 | 20 | 42.86% | 1,420,341 | 23.15% | 25.72% | 5.03% | 15 | 87.50% | 2 | -50.00% |
| 31 Dec, 14 | 14 | 27.27% | 1,153,296 | 6.28% | 22.60% | 5.05% | 8 | 33.33% | 4 | - |
| 30 Sep, 14 | 11 | 37.50% | 1,085,115 | 9.86% | 21.16% | 5.65% | 6 | 100.00% | 4 | 100.00% |
| 30 Jun, 14 | 8 | 14.29% | 987,727 | -1.54% | 19.35% | 4.86% | 3 | 50.00% | 2 | -50.00% |
| 31 Mar, 14 | 7 | 16.67% | 1,003,144 | 0.09% | 19.96% | 5.02% | 2 | -60.00% | 4 | - |
| 31 Dec, 13 | 6 | 500.00% | 1,002,263 | 902.56% | 19.94% | 287.52% | 5 | 400.00% | - | - |
| 30 Sep, 13 | 1 | - | 99,970 | - | 2.63% | - | 1 | - | - | - |
NV5 Global Insider Shareholders Trades
Open Market Insider Trades
Open Market Insider Buys
| Date | Name | Relation | Role | Transaction | Buy/Sell | Shares | Price | Value | Shares Held | Source |
|---|
Insider Sells
All Insider Owners Trades
The last insider sell of NV5 Global's stock was made by O'Brien MaryJo on Jun 13 2024, selling 19 shares at $94.06 per share (valued at $1.79K).
NV5 Global Insider Ownership Trends
All Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q3 2024 | 4 | - | - |
| Q2 2024 | 15 | 8 | 187.50% |
| Q1 2024 | - | 3 | - |
| Q4 2023 | - | 5 | - |
| Q3 2023 | 5 | 2 | 250.00% |
| Q2 2023 | 11 | 1 | 1100.00% |
| Q1 2023 | 1 | 12 | 8.33% |
| Q4 2022 | - | 14 | - |
| Q3 2022 | 4 | 11 | 36.36% |
| Q2 2022 | 4 | 4 | 100.00% |
| Q1 2022 | 11 | 27 | 40.74% |
| Q4 2021 | - | 7 | - |
| Q3 2021 | 4 | 16 | 25.00% |
| Q2 2021 | 11 | 13 | 84.62% |
| Q1 2021 | - | 1 | - |
| Q4 2020 | 3 | 7 | 42.86% |
| Q3 2020 | 11 | 2 | 550.00% |
| Q2 2020 | - | 7 | - |
| Q1 2020 | 1 | - | - |
| Q4 2019 | 1 | 6 | 16.67% |
4 total buy trades, and 0 total sell trades (buy/sell ratio of 0%) were made by NV5 Global's insiders, as of Q3 2024.
Open Market Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q3 2024 | - | - | - |
| Q2 2024 | - | 8 | - |
| Q1 2024 | - | 2 | - |
| Q4 2023 | - | 5 | - |
| Q3 2023 | - | 1 | - |
| Q2 2023 | - | - | - |
| Q1 2023 | - | 12 | - |
| Q4 2022 | - | 13 | - |
| Q3 2022 | - | 11 | - |
| Q2 2022 | - | 4 | - |
| Q1 2022 | - | 26 | - |
| Q4 2021 | - | 7 | - |
| Q3 2021 | - | 15 | - |
| Q2 2021 | - | 12 | - |
| Q1 2021 | - | - | - |
| Q4 2020 | - | 7 | - |
| Q3 2020 | 1 | 2 | 50.00% |
| Q2 2020 | - | 7 | - |
| Q1 2020 | - | - | - |
| Q4 2019 | 1 | 4 | 25.00% |
As of Q3 2024, Insider owners conducted 0 open market buy trades and 0 open market sell trades of NV5 Global's stocks.
NV5 Global Peer Ownership
| Ticker | Company |
|---|---|
| APG | APi Group Corporation |
| GVA | Granite Construction Incorporated |
| KBR | KBR, Inc. |
| MTRX | Matrix Service Company |
| BLD | TopBuild Corp. |
| DY | Dycom Industries, Inc. |
| GLDD | Great Lakes Dredge & Dock Corporation |
| FIX | Comfort Systems USA, Inc. |
| EME | EMCOR Group, Inc. |
| ROAD | Construction Partners, Inc. |
| MYRG | MYR Group Inc. |
| PRIM | Primoris Services Corporation |
NVEE Ownership FAQ
Who Owns NV5 Global?
NV5 Global is owned by institutional shareholders (79.47%), insiders (12.41%), and public (8.13%). The largest institutional shareholder of NV5 Global is BLACKROCK INC. (14.51% of total shares) and the top mutual fund owner is TAX MANAGED SMALL CAP PORTFOLIO (0.36% of total shares).
Who are the major institutional shareholders of NV5 Global?
NV5 Global's major institutional shareholders are BLACKROCK INC., CERCANO MANAGEMENT LLC, VANGUARD GROUP INC, DIMENSIONAL FUND ADVISORS LP, and STATE STREET CORP. The top five shareholders own together 36.34% of the company's share outstanding.
How many NV5 Global shareholders are there?
As of Jun 2024, there are 212 institutional shareholders of NV5 Global.
What percentage of NV5 Global is owned by BLACKROCK INC?
BLACKROCK INC owns 2.21M shares of NV5 Global, representing 14.51% of the company's total shares outstanding, valued at $205.92M (as of Jun 2024).
What percentage of NV5 Global is owned by CERCANO MANAGEMENT LLC?
As of Jun 2024, CERCANO MANAGEMENT LLC holds 1.27M shares of NV5 Global (NVEE), compromising 8.33% of the company, valued at $118.18M.
What percentage of NV5 Global is owned by VANGUARD GROUP INC?
VANGUARD GROUP INC is the third largest holder of NV5 Global. The company owns 949.22K of the company's shares outstanding (worth $88.25M).