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This page summarizes the CVMC holdings changes quarter over quarter among those 13F filers that have reported for
the 12/31/2023 period, comparing share count change from 9/30/2023 to 12/31/2023.
Share count is compared over these two periods to provide an indication of whether CVMC 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 | 9/30/2023
Share Count | 12/31/2023
Share Count | Change | % Change |
|---|
| 13F Filers Increasing CVMC Share Count |
|---|
| Colorado Capital Management Inc. |
9,327 |
21,863 |
+12,536 |
+134.41% |
| 13F Filers Reporting New Positions In CVMC |
|---|
| Proequities Inc. |
0 |
0 |
UNCH |
100% |
| US Bancorp DE |
0 |
150 |
+150 |
+100% |
| Thrivent Financial for Lutherans |
0 |
3,837 |
+3,837 |
+100% |
| Harbour Investments Inc. |
0 |
48 |
+48 |
+100% |
| Jane Street Group LLC |
0 |
24,699 |
+24,699 |
+100% |
| Advisor Group Holdings Inc. |
0 |
310 |
+310 |
+100% |
| First Pacific Financial |
0 |
180,689 |
+180,689 |
+100% |
| 13F Filers With Unchanged Share Count |
|---|
| Morgan Stanley |
400,000 |
400,000 |
UNCH |
0.00% |
| Community Bank N.A. |
40 |
40 |
UNCH |
0.00% |
| 13F Filers Decreasing CVMC Share Count |
|---|
| Sandbox Financial Partners LLC |
9,581 |
7,689 |
-1,892 |
-19.75% |
See Summary: Institutional Holders of CVMC
See Details: Top 10 Hedge Funds Holding CVMC
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