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This page summarizes the CRVL 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 CRVL 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 CRVL Share Count |
|---|
| Spire Wealth Management |
40 |
366 |
+326 |
+815.00% |
| Benjamin F. Edwards & Company Inc. |
31 |
178 |
+147 |
+474.19% |
| GAMMA Investing LLC |
15 |
49 |
+34 |
+226.67% |
| Exchange Traded Concepts LLC |
2,927 |
6,304 |
+3,377 |
+115.37% |
| Zurcher Kantonalbank Zurich Cantonalbank |
1,099 |
2,097 |
+998 |
+90.81% |
| Chatham Capital Group Inc. |
17,460 |
19,780 |
+2,320 |
+13.29% |
| Raymond James Financial Services Advisors Inc. |
10,876 |
12,319 |
+1,443 |
+13.27% |
| Ellsworth Advisors LLC |
2,031 |
2,151 |
+120 |
+5.91% |
| Regions Financial Corp |
20,024 |
20,452 |
+428 |
+2.14% |
| West Coast Financial LLC |
29,198 |
29,571 |
+373 |
+1.28% |
| CWM LLC |
316 |
317 |
+1 |
+0.32% |
| 13F Filers Reporting New Positions In CRVL |
|---|
| Wesbanco Bank Inc. |
0 |
2,635 |
+2,635 |
+100% |
| UMB Bank N A MO |
0 |
4 |
+4 |
+100% |
| Rise Advisors LLC |
0 |
43 |
+43 |
+100% |
| 13F Filers With Unchanged Share Count |
|---|
| New York State Teachers Retirement System |
9,024 |
9,024 |
UNCH |
0.00% |
| Massmutual Trust Co. FSB ADV |
26 |
26 |
UNCH |
0.00% |
| Farmers & Merchants Investments Inc. |
7 |
7 |
UNCH |
0.00% |
| Louisiana State Employees Retirement System |
4,500 |
4,500 |
UNCH |
0.00% |
| Capital Advisors Ltd. LLC |
1 |
1 |
UNCH |
0.00% |
| SJS Investment Consulting Inc. |
5 |
5 |
UNCH |
0.00% |
| Wetzel Investment Advisors Inc. |
11 |
11 |
UNCH |
0.00% |
| 13F Filers Decreasing CRVL Share Count |
|---|
| Amalgamated Bank |
3,819 |
2,841 |
-978 |
-25.61% |
| Allworth Financial LP |
4 |
3 |
-1 |
-25.00% |
| Fifth Third Bancorp |
54 |
45 |
-9 |
-16.67% |
| Yousif Capital Management LLC |
5,060 |
4,334 |
-726 |
-14.35% |
| Assenagon Asset Management S.A. |
88,531 |
81,721 |
-6,810 |
-7.69% |
| Bank of New York Mellon Corp |
76,846 |
72,138 |
-4,708 |
-6.13% |
| Principal Financial Group Inc. |
50,087 |
48,855 |
-1,232 |
-2.46% |
| Contravisory Investment Management Inc. |
1,635 |
1,617 |
-18 |
-1.10% |
| State of Alaska Department of Revenue |
5,578 |
5,520 |
-58 |
-1.04% |
| Maryland State Retirement & Pension System |
3,295 |
3,265 |
-30 |
-0.91% |
| Boston Trust Walden Corp |
280,702 |
278,701 |
-2,001 |
-0.71% |
| Raymond James & Associates |
58,397 |
58,126 |
-271 |
-0.46% |
| Busey Wealth Management |
1,900 |
1,893 |
-7 |
-0.37% |
| Wealth Enhancement Advisory Services LLC |
5,667 |
5,656 |
-11 |
-0.19% |
| 13F Filers Exiting CRVL |
|---|
| SkyOak Wealth LLC |
1,316 |
0 |
-1,316 |
-100.00% |
| Curated Wealth Partners LLC |
2,847 |
0 |
-2,847 |
-100.00% |
| AdvisorNet Financial Inc |
4 |
0 |
-4 |
-100.00% |
See Summary: Institutional Holders of CRVL
See Details: Top 10 Hedge Funds Holding CRVL
Also See: CRVL Insider Buying
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