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This page summarizes the CAVA holdings changes quarter over quarter among those 13F filers that have reported for
the 3/31/2024 period, comparing share count change from 12/31/2023 to 3/31/2024.
Share count is compared over these two periods to provide an indication of whether CAVA is being accumulated or
sold by institutions that file their holdings via 13F filings (and as always, when considering this data it is important to be mindful of the
long only reporting requirement).
| Filer | 12/31/2023
Share Count | 3/31/2024
Share Count | Change | % Change |
|---|
| 13F Filers Increasing CAVA Share Count |
|---|
| PSI Advisors LLC |
75 |
925 |
+850 |
+1133.33% |
| Newbridge Financial Services Group Inc. |
300 |
3,575 |
+3,275 |
+1091.67% |
| Cambridge Investment Research Advisors Inc. |
5,671 |
35,575 |
+29,904 |
+527.31% |
| Seven Grand Managers LLC |
25,000 |
125,000 |
+100,000 |
+400.00% |
| Bank of New York Mellon Corp |
51,904 |
172,401 |
+120,497 |
+232.15% |
| Toth Financial Advisory Corp |
506 |
1,506 |
+1,000 |
+197.63% |
| Renaissance Capital LLC |
10,681 |
31,731 |
+21,050 |
+197.08% |
| CWM LLC |
251 |
505 |
+254 |
+101.20% |
| Caldwell Sutter Capital Inc. |
25 |
50 |
+25 |
+100.00% |
| MCF Advisors LLC |
85 |
165 |
+80 |
+94.12% |
| Principal Financial Group Inc. |
58,596 |
108,049 |
+49,453 |
+84.40% |
| Janney Montgomery Scott LLC |
22,947 |
41,959 |
+19,012 |
+82.85% |
| Dakota Wealth Management |
25,038 |
45,123 |
+20,085 |
+80.22% |
| Private Advisor Group LLC |
19,880 |
33,619 |
+13,739 |
+69.11% |
| Raymond James Financial Services Advisors Inc. |
8,610 |
12,874 |
+4,264 |
+49.52% |
| Bogart Wealth LLC |
344 |
492 |
+148 |
+43.02% |
| Zurcher Kantonalbank Zurich Cantonalbank |
4,757 |
6,545 |
+1,788 |
+37.59% |
| Hollencrest Capital Management |
2,448 |
3,048 |
+600 |
+24.51% |
| GAMMA Investing LLC |
102 |
121 |
+19 |
+18.63% |
| Aviance Capital Partners LLC |
35,000 |
41,000 |
+6,000 |
+17.14% |
| Cutler Group LP |
5,109 |
5,915 |
+806 |
+15.78% |
| Miracle Mile Advisors LLC |
7,256 |
7,574 |
+318 |
+4.38% |
| Capstone Investment Advisors LLC |
30,574 |
31,842 |
+1,268 |
+4.15% |
| 13F Filers Reporting New Positions In CAVA |
|---|
| Proequities Inc. |
0 |
0 |
UNCH |
100% |
| Wesbanco Bank Inc. |
0 |
7,600 |
+7,600 |
+100% |
| Arcadia Investment Management Corp MI |
0 |
309 |
+309 |
+100% |
| Baldwin Brothers Inc. MA |
0 |
65 |
+65 |
+100% |
| CHURCHILL MANAGEMENT Corp |
0 |
45,871 |
+45,871 |
+100% |
| Cookson Peirce & Co. Inc. |
0 |
4,052 |
+4,052 |
+100% |
| Artemis Investment Management LLP |
0 |
545,894 |
+545,894 |
+100% |
| JJJ Advisors Inc. |
0 |
48 |
+48 |
+100% |
| Nelson Van Denburg & Campbell Wealth Management Group LLC |
0 |
600 |
+600 |
+100% |
| Stratos Wealth Partners LTD. |
0 |
4,242 |
+4,242 |
+100% |
| MV Capital Management Inc. |
0 |
60 |
+60 |
+100% |
| Traynor Capital Management Inc. |
0 |
4,095 |
+4,095 |
+100% |
| Ridgewood Investments LLC |
0 |
3,320 |
+3,320 |
+100% |
| Bfsg LLC |
0 |
14,226 |
+14,226 |
+100% |
| GPS Wealth Strategies Group LLC |
0 |
25 |
+25 |
+100% |
| Global Retirement Partners LLC |
0 |
183 |
+183 |
+100% |
| Prestige Wealth Management Group LLC |
0 |
41 |
+41 |
+100% |
| Maryland State Retirement & Pension System |
0 |
3,767 |
+3,767 |
+100% |
| Bellevue Asset Management LLC |
0 |
36 |
+36 |
+100% |
| Liberty One Investment Management LLC |
0 |
17,750 |
+17,750 |
+100% |
| Jackson Square Capital LLC |
0 |
3,111 |
+3,111 |
+100% |
| DMG Group LLC |
0 |
3,471 |
+3,471 |
+100% |
| AFG Fiduciary Services Limited Partnership |
0 |
12,000 |
+12,000 |
+100% |
| Trivant Custom Portfolio Group LLC |
0 |
100 |
+100 |
+100% |
| Rockline Wealth Management LLC |
0 |
4,048 |
+4,048 |
+100% |
| Naples Money Management LLC |
0 |
50 |
+50 |
+100% |
| Rakuten Securities Inc. |
0 |
1 |
+1 |
+100% |
| nVerses Capital LLC |
0 |
100 |
+100 |
+100% |
| Fox Hill Wealth Management |
0 |
25,279 |
+25,279 |
+100% |
| 13F Filers With Unchanged Share Count |
|---|
| Benjamin F. Edwards & Company Inc. |
100 |
100 |
UNCH |
0.00% |
| Harbor Investment Advisory LLC |
100 |
100 |
UNCH |
0.00% |
| AFT Forsyth & Company Inc. |
8,600 |
8,600 |
UNCH |
0.00% |
| Gradient Investments LLC |
12 |
12 |
UNCH |
0.00% |
| Howard Financial Services LTD. |
6,085 |
6,085 |
UNCH |
0.00% |
| 13F Filers Decreasing CAVA Share Count |
|---|
| AdvisorNet Financial Inc |
60 |
10 |
-50 |
-83.33% |
| Daiwa Securities Group Inc. |
4,550 |
1,005 |
-3,545 |
-77.91% |
| Raymond James & Associates |
166,946 |
77,614 |
-89,332 |
-53.51% |
| Jennison Associates LLC |
1,222,240 |
605,835 |
-616,405 |
-50.43% |
| Legato Capital Management LLC |
7,630 |
4,395 |
-3,235 |
-42.40% |
| Commonwealth Equity Services LLC |
67,387 |
50,965 |
-16,422 |
-24.37% |
| Cypress Wealth Services LLC |
6,595 |
5,135 |
-1,460 |
-22.14% |
| Lindbrook Capital LLC |
109 |
86 |
-23 |
-21.10% |
| Wealth Enhancement Advisory Services LLC |
39,299 |
31,633 |
-7,666 |
-19.51% |
| Armstrong Fleming & Moore Inc |
380,196 |
307,803 |
-72,393 |
-19.04% |
| Amalgamated Bank |
3,136 |
2,888 |
-248 |
-7.91% |
| Royal Fund Management LLC |
84,400 |
79,500 |
-4,900 |
-5.81% |
| 13F Filers Exiting CAVA |
|---|
| Tennessee Valley Asset Management Partners |
30 |
0 |
-30 |
-100.00% |
| Simplex Trading LLC |
16,992 |
0 |
-16,992 |
-100.00% |
| NBC Securities Inc. |
100 |
0 |
-100 |
-100.00% |
| Fifth Third Bancorp |
500 |
0 |
-500 |
-100.00% |
See Summary: Institutional Holders of CAVA
See Details: Top 10 Hedge Funds Holding CAVA
Also See: CAVA Insider Buying
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