CVY(CVY)
CVY
| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| MORGAN STANLEY | 162.11K | Jun 30, 26 | +796 | 4.06% |
| Kestra Advisory Services, LLC | 89.13K | Jun 30, 26 | +1.30K | 2.23% |
| HBK Sorce Advisory LLC | 86.89K | Jun 30, 26 | -2.94K | 2.18% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 85.58K | Jun 30, 26 | +34.17K | 2.14% |
| LPL Financial LLC | 83.17K | Jun 30, 26 | +6.89K | 2.08% |
| Beacon Pointe Advisors, LLC | 66.21K | Jun 30, 26 | +66.21K | 1.66% |
| RAYMOND JAMES FINANCIAL INC | 39.59K | Jun 30, 26 | +4.31K | 0.99% |
| Cambridge Investment Research Advisors, Inc. | 38.66K | Jun 30, 26 | +1.98K | 0.97% |
| WELLS FARGO & COMPANY/MN | 24.56K | Jun 30, 26 | +15 | 0.62% |
| TRUSTMARK NATIONAL BANK TRUST DEPARTMENT | 22.34K | Jun 30, 26 | -- | 0.56% |
| ADVISOR GROUP HOLDINGS, INC. | 19.52K | Jun 30, 26 | -1.77K | 0.49% |
| BANK OF AMERICA CORP /DE/ | 14.01K | Jun 30, 26 | +377 | 0.35% |
| Haverford Trust Co | 8.23K | Jun 30, 26 | -757 | 0.21% |
| FIFTH THIRD SECURITIES, INC. | 8.03K | Jun 30, 26 | +8.03K | 0.20% |
| FIFTH THIRD BANCORP | 5.37K | Jun 30, 26 | -- | 0.13% |
| FMR LLC | 3.20K | Jun 30, 26 | -219 | 0.08% |
| MERCER GLOBAL ADVISORS INC /ADV | 2.84K | Jun 30, 26 | +2.84K | 0.07% |
| Rockefeller Capital Management L.P. | 2.77K | Jun 30, 26 | +20 | 0.07% |
| HARBOUR INVESTMENTS, INC. | 1.85K | Jun 30, 26 | -- | 0.05% |
| ROYAL BANK OF CANADA | 1.44K | Jun 30, 26 | +434 | 0.04% |
| Cape Investment Advisory, Inc. | 1.20K | Jun 30, 26 | +1.20K | 0.03% |
| EverSource Wealth Advisors, LLC | 1.01K | Jun 30, 26 | -- | 0.03% |
| PRIVATE TRUST CO NA | 1.00K | Jun 30, 26 | -- | 0.03% |
| PNC FINANCIAL SERVICES GROUP, INC. | 996 | Jun 30, 26 | -- | 0.02% |
| JPMORGAN CHASE & CO | 842 | Jun 30, 26 | -27 | 0.02% |
| ASSETMARK, INC | 663 | Jun 30, 26 | -- | 0.02% |
| Capital Advisors, Ltd. LLC | 647 | Jun 30, 26 | -- | 0.02% |
| UBS Group AG | 610 | Jun 30, 26 | -1.72K | 0.02% |
| ROTHSCHILD INVESTMENT LLC | 600 | Jun 30, 26 | -- | 0.02% |
| JONES FINANCIAL COMPANIES LLLP | 500 | Jun 30, 26 | -- | 0.01% |
| CX Institutional | 486 | Jun 30, 26 | -24 | 0.01% |
| Financial Perspectives, Inc | 441 | Jun 30, 26 | +7 | 0.01% |
| Geneos Wealth Management Inc. | 400 | Jun 30, 26 | -- | 0.01% |
| Ameritas Investment Partners, Inc. | 250 | Jun 30, 26 | -- | 0.01% |
| Institute for Wealth Management, LLC. | 210 | Jun 30, 26 | +210 | 0.01% |
| Steward Partners Investment Advisory, LLC | 205 | Jun 30, 26 | -474 | 0.01% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 200 | Jun 30, 26 | +200 | 0.01% |
| Larson Financial Group LLC | 190 | Jun 30, 26 | -- | 0.00% |
| ST GERMAIN D J CO INC | 170 | Jun 30, 26 | +3 | 0.00% |
| CoreCap Advisors, LLC | 100 | Jun 30, 26 | -- | 0.00% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 42 | Jun 30, 26 | -- | 0.00% |
| DHJJ Financial Advisors, Ltd. | 18 | Jun 30, 26 | -- | 0.00% |
| Golden State Wealth Management, LLC | 3 | Jun 30, 26 | +3 | 0.00% |
| ENVESTNET ASSET MANAGEMENT INC | -- | Jun 30, 26 | -8.08K | -- |
| Legacy Wealth Managment, LLC/ID | -- | Jun 30, 26 | -243 | -- |
| CITADEL ADVISORS LLC | -- | Jun 30, 26 | -8.56K | -- |
| MAI Capital Management | -- | Jun 30, 26 | -130 | -- |
| SIMPLEX TRADING, LLC | -- | Jun 30, 26 | -11 | -- |
| Western Wealth Management, LLC | -- | Jun 30, 26 | -3 | -- |
| 1620 INVESTMENT ADVISORS, INC. | -- | Jun 30, 26 | -85 | -- |
| Dunhill Financial, LLC | -- | Jun 30, 26 | -750 | -- |
| MGB Wealth Management, LLC | 66.40K | Dec 31, 25 | +104 | 1.66% |
| COMERICA BANK | 5.72K | Dec 31, 25 | +133 | 0.14% |
| Motiv8 Investments LLC | 250 | Dec 31, 25 | +250 | 0.01% |
| Atria Wealth Solutions, Inc. | -- | Jun 30, 25 | -13.04K | -- |
| Raymond James Financial Services Advisors, Inc. | 17.39K | Sep 30, 24 | +817 | 0.44% |
| RAYMOND JAMES & ASSOCIATES | 13.72K | Sep 30, 24 | -- | 0.34% |
| Private Ocean, LLC | 10 | Jun 30, 24 | +10 | 0.00% |
| FOCUS FINANCIAL NETWORK INC /ADV | 12.76K | Dec 31, 23 | +12.76K | 0.32% |
| Ahrens Investment Partners LLC | 106 | Mar 31, 23 | +106 | 0.00% |
| American Portfolios Advisors | 6.13K | Sep 30, 22 | -- | 0.15% |
| FourThought Financial, LLC | 1.00K | Sep 30, 22 | -- | 0.03% |
| Enterprise Trust & Investment Co | 923 | Jun 30, 22 | -- | 0.02% |
| NEXT Financial Group, Inc | 1.45K | Dec 31, 21 | -155 | 0.04% |
| Sullivan, Bruyette, Speros & Blaney, LLC | 13.52K | Mar 31, 21 | -- | 0.34% |
| Reby Advisors, LLC | 293 | Dec 31, 20 | +293 | 0.01% |
| ETRADE Capital Management LLC | 11.56K | Sep 30, 20 | -1.06K | 0.29% |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 16.09K | Dec 31, 19 | -780 | 0.40% |
| Advisor Group, Inc. | 2.31K | Dec 31, 19 | -202 | 0.06% |
| RELIANCE TRUST CO OF DELAWARE | 17.30K | Mar 31, 19 | -1.83K | 0.43% |
| NEXT Financial Holdings | 7.96K | Mar 31, 19 | +7.96K | 0.20% |
| Longer Investments Inc. | -- | Mar 31, 19 | -381.43K | -- |
| Weatherstone Capital Management | -- | Mar 31, 19 | -254.86K | -- |
| Vestpro Financial Partners, Inc. dba CPF Texas | 490 | Sep 30, 18 | +490 | 0.01% |