|
|
|
On this page, we present all of the funds holding CVLC from our database of 13F filers, detailed in the table below.
The first column indicates the name of each of the funds holding CVLC, with a link to that fund's top holdings. The next columns
indicate the amount of CVLC stock held by each of the funds holding CVLC, followed by the CVLC position size held by the fund, and lastly the
date of the quarterly filing period the data represents. In total, we count 16 funds holding CVLC within the last two filing periods in our coverage universe of 13F filers,
with the largest position size having been reported by State Insurance Fund. For more details on the positions held by State Insurance Fund
(or by any of the other funds holding CVLC), click the fund name in the "Holder" column of the funds-holding-CVLC table below.
Holder | Amount | Position Size
($ in 1000's) | As of |
State Insurance Fund | 2,697,658 | $177,054 | 03/31/2024 | CVLC | 2,697,658 | $177,054 | 03/31/2024 | Morgan Stanley | 402,000 | $23,999 | 12/31/2023 | CVLC | 402,000 | $23,999 | 12/31/2023 | Commonwealth Equity Services LLC | 388,778 | $23,209 | 12/31/2023 | CVLC | 388,778 | $23,209 | 12/31/2023 | O Brien Wealth Partners LLC | 267,635 | $17,566 | 03/31/2024 | CVLC | 267,635 | $17,566 | 03/31/2024 | Raymond James Financial Services Advisors Inc. | 84,485 | $5,545 | 03/31/2024 | CVLC | 84,485 | $5,545 | 03/31/2024 | Sandbox Financial Partners LLC | 37,847 | $2,484 | 03/31/2024 | CVLC | 37,847 | $2,484 | 03/31/2024 | Orion Portfolio Solutions LLC | 27,052 | $1,609 | 12/31/2023 | CVLC | 27,052 | $1,609 | 12/31/2023 | Goldman Sachs Group Inc. | 26,734 | $1,596 | 12/31/2023 | CVLC | 26,734 | $1,596 | 12/31/2023 | Citadel Advisors LLC | 16,676 | $996 | 12/31/2023 | CVLC | 16,676 | $996 | 12/31/2023 | Raymond James & Associates | 10,549 | $692 | 03/31/2024 | CVLC | 10,549 | $692 | 03/31/2024 | First Pacific Financial | 7,220 | $474 | 03/31/2024 | CVLC | 7,220 | $474 | 03/31/2024 | Gemmer Asset Management LLC | 4,399 | $289 | 03/31/2024 | CVLC | 4,399 | $289 | 03/31/2024 | Fulcrum Capital LLC | 4,353 | $286 | 03/31/2024 | CVLC | 4,353 | $286 | 03/31/2024 | Benjamin F. Edwards & Company Inc. | 4,170 | $249 | 12/31/2023 | CVLC | 4,170 | $249 | 12/31/2023 | Per Stirling Capital Management LLC. | 3,565 | $213 | 12/31/2023 | CVLC | 3,565 | $213 | 12/31/2023 | Harbour Investments Inc. | 273 | $16 | 12/31/2023 | CVLC | 273 | $16 | 12/31/2023 | Proequities Inc. | 0 | $0 | 12/31/2023 | CVLC | 0 | $0 | 12/31/2023 |
See Summary: Institutional Holders of CVLC
See Details: Top 10 Hedge Funds Holding CVLC
Also See: CVLC Holdings Changes
|
|