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Get Institutions for : 
CVD Equipment Corporation (CVV)  
$3.13 0.09 (2.96%) as of 4:30 Thu 7/3


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 24    1
Total shares held : 
1,380,129  
% of shares held : 
21.59%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  -1  
Amount of shares held : 
-88,074  
% of shares held change : 
  -1.38%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$4.68  
Last Quarter's Ending Price : 
$3.07  
Last Quarter's Average Price
$3.43  
Change from last quarter's     
avg. price to the last closing  : 
0.30 (8.75%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
3
 34,281
 2.48%
 
Increased Positions :
6
 31,885
 2.31%
 
Unchanged Positions :
7
 51,487
 3.73%
 
Decreased Positions :
8
-121,710
-8.82%
 
Closed Positions :
2
-32,530
-2.36%
 
Guru Positions :
0
 0%
 
View holdings for period: 
6-30-2023 View holdings for period: 
09-30-2023 View holdings for period: 
12-31-2023 View holdings for period: 
3-31-2024 View holdings for period: 
6-30-2024 View holdings for period: 
9-30-2024 View holdings for period: 
12-31-2024 View holdings for the current period

  Page 1 of 1  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   AMH Equity Ltd 11 - 2025-03-31 575,872 $1,768,000 -89,128
   VANGUARD GROUP INC 3732 - 2025-03-31 293,229 $900,000 -181
   RENAISSANCE TECHNOLOGIES LLC 2804 - 2025-03-31 139,082 $427,000 -300
   Quinn Opportunity Partners LLC 308 - 2025-03-31 81,748 $251,000 10,000
   DIMENSIONAL FUND ADVISORS INC 3128 - 2025-03-31 66,315 $204,000 8,713
   GEODE CAPITAL MANAGEMENT LLC 3840 - 2025-03-31 65,717 $202,000 5,833
   CITADEL ADVISORS LLC 4838 - 2025-03-31 31,491 $97,000 6,233
   GOLDMAN SACHS GROUP INC/ 4681 - 2025-03-31 22,542 $69,000 -24,109
   STATE STREET CORP 3884 - 2025-03-31 18,546 $57,000 0
   GSA CAPITAL PARTNERS LLP 1543 *New 2025-03-31 17,347 $53,000 17,347
   COMMONWEALTH EQUITY SERVICES LLC. 3900 - 2025-03-31 15,840 $49,000 0
   SPEARS ABACUS ADVISORS LLC 384 - 2025-03-31 16,000 $49,000 0
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 5732 *New 2025-03-31 13,684 $42,000 13,684
   BlackRock Inc. 4591 - 2025-03-31 13,205 $41,000 -240
   ROYAL BANK OF CANADA 5490 *New 2025-03-31 3,250 $10,000 3,250
   CURIO WEALTH LLC 223 - 2024-12-31 2,000 $9,000 0
   MORGAN STANLEY 6674 - 2025-03-31 1,979 $6,000 -10
   TOWER RESEARCH CAPITAL LLC 4261 - 2025-03-31 1,284 $4,000 96
   Advisor Group Holdings Inc. 6036 - 2025-03-31 1,210 $4,000 1,010
   WELLS FARGO & CO/MN 5402 - 2025-03-31 1,000 $3,000 0
   UBS Group AG 7317 - 2025-03-31 642 $2,000 -7,710
   NORTHERN TRUST CORP 4462 *Closed 2025-03-31 0 $0 -32,514
   CALDWELL SUTTER CAPITAL INC. 843 - 2025-03-31 100 $0 0
   Coppell Advisory Solutions LLC 977 *Closed 2025-03-31 0 $0 -16
   PROEQUITIES INC. 4528 - 2025-03-31 0 $0 0
   BANK OF AMERICA CORP /DE/ 6837 - 2025-03-31 45 $0 -32
   SBI Securities Co. Ltd. 3976 - 2025-03-31 1 $0 0

  27 Records found
  1    
  Page 1 of 1
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