Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
Get Institutions for : 
Nv5 Holdings, Inc. (NVEE)  
$93.98 1.30 (1.4%) as of 4:30 Fri 5/31


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 198    3
Total shares held : 
 12,009,969  
% of shares held : 
 90.64%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -6  
Amount of shares held : 
 498,943  
% of shares held change : 
   3.77%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $95.67  
Last Quarter's Ending Price : 
 $111.12  
Last Quarter's Average Price : 
 $101.60  
Change from last quarter's     
avg. price to the last closing  : 
7.62 (7.5%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
18
 528,261
 4.4%
 
Increased Positions :
68
 443,076
 3.69%
 
Unchanged Positions :
41
 1,593,757
 13.27%
 
Decreased Positions :
71
-337,078
-2.81%
 
Closed Positions :
21
-135,316
-1.13%
 
Guru Positions :
0
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   AE Wealth Management LLC 1134 *Closed 2024-03-31 0 $0 -8,472
   Kalos Management Inc. 150 *Closed 2023-06-30 0 $0 -176
   NEW YORK LIFE INVESTMENT MANAGEMENT LLC 1332 *Closed 2024-03-31 0 $0 -3,346
   ADVISORY SERVICES NETWORK, LLC 1683 *Closed 2024-03-31 0 $0 -15
   S SQUARED TECHNOLOGY LLC 36 *Closed 2024-03-31 0 $0 -40,057
   FIERA SCEPTRE INC. 489 *Closed 2024-03-31 0 $0 -7,120
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 2372 *Closed 2024-03-31 0 $0 -1,851
   RENAISSANCE GROUP LLC 268 *Closed 2024-03-31 0 $0 -14,198
   CAPTRUST FINANCIAL ADVISORS 2129 *Closed 2024-03-31 0 $0 -11,866
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 5746 *Closed 2024-03-31 0 $0 -9,791
   CIM LLC 156 *Closed 2024-03-31 0 $0 -1,887
   Pictet Asset Management Holding SA 1992 *Closed 2024-03-31 0 $0 -1,975
   BerganKDV Wealth Management LLC 963 *Closed 2023-06-30 0 $0 -27
   ANCHOR CAPITAL ADVISORS INC 244 *Closed 2024-03-31 0 $0 -23,744
   STATE OF WISCONSIN INVESTMENT BOARD 2342 *Closed 2024-03-31 0 $0 -3,856
   Lindbrook Capital LLC 2702 *Closed 2024-03-31 0 $0 -11
   AdvisorNet Financial Inc 2457 *Closed 2024-03-31 0 $0 -1
   Sara-Bay Financial 79 *Closed 2024-03-31 0 $0 -21,636
   CI Private Wealth LLC 2375 *Closed 2024-03-31 0 $0 -2,062
   BANK OF OKLAHOMA NATIONAL ASSOCIATION / 1337 *Closed 2024-03-31 0 $0 -5
  20 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
    Copyright © 2024 j3sg.com | Disclaimer & Terms of use          Products & Service  About Us  Contact Us