Latest Institutional Transactions on Cvb Financial Corp (CVBF)
This table provides information on the latest institutional transactions involving Cvb Financial Corp (CVBF) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 09, 2025
Q3 2025
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-12.7K- 34.54% |
$233K - $269K
|
24K
$453K
|
|
|
Oct 09, 2025
Q3 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
4+ 80.0% |
$73.5 - $84.8
|
9
$170
|
|
|
Oct 08, 2025
Q3 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
18New |
$331 - $381
|
18
$339
|
|
|
Oct 07, 2025
Q3 2025
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
159+ 1.16% |
$2.92K - $3.37K
|
13.9K
$262K
|
|
|
Oct 02, 2025
Q3 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
619+ 10.74% |
$11.4K - $13.1K
|
6.38K
$120K
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-2.27K- 6.01% |
$37.3K - $45.5K
|
35.6K
$671K
|
|
|
Oct 08, 2025
Q2 2025
|
New York State Common Retirement Fund
|
BUY
|
- |
819+ 2.03% |
$13.4K - $16.4K
|
41.1K
$775K
|
|
|
Sep 25, 2025
Q2 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
74New |
$1.21K - $1.48K
|
74
$1.4K
|
|
|
Sep 24, 2025
Q2 2025
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-5.5K- 7.01% |
$90.3K - $110K
|
73K
$1.38M
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-250- 82.78% |
$4.1K - $5K
|
52
$981
|
|
|
Aug 18, 2025
Q2 2025
|
Kestra Investment Management, LLC
Austin, TX |
SELL
|
- |
-11.1K- 91.46% |
$183K - $223K
|
1.04K
$19.6K
|
|
|
Aug 14, 2025
Q2 2025
|
Isam Funds (Uk) LTD
London, X0 |
BUY
|
- |
18.6KNew |
$305K - $372K
|
18.6K
$351K
|
|
|
Aug 14, 2025
Q2 2025
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
15.8KNew |
$260K - $317K
|
15.8K
$299K
|
|
|
Aug 14, 2025
Q2 2025
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
5.23KNew |
$85.8K - $105K
|
5.23K
$98.6K
|
|
|
Aug 14, 2025
Q2 2025
|
Cibc World Markets Corp
New York, NY |
SELL
|
- |
-13.1K- 44.56% |
$215K - $262K
|
16.3K
$307K
|
|
|
Aug 14, 2025
Q2 2025
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
SELL
|
- |
-1.68K- 0.77% |
$27.6K - $33.6K
|
216K
$4.08M
|
|
|
Aug 14, 2025
Q2 2025
|
Teza Capital Management LLC
Chicago, IL |
BUY
|
- |
13.1KNew |
$215K - $262K
|
13.1K
$247K
|
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
554+ 23.01% |
$9.09K - $11.1K
|
2.96K
$55.9K
|
|
|
Aug 14, 2025
Q2 2025
|
Foronjy Financial LLC
Los Osos, CA |
BUY
|
- |
12KNew |
$196K - $239K
|
12K
$225K
|
|
|
Aug 13, 2025
Q2 2025
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-26.2K- 59.76% |
$429K - $523K
|
17.6K
$332K
|
|
|
Aug 13, 2025
Q2 2025
|
Pictet Asset Management Holding Sa
Carouge, V8 |
SELL
|
- |
-725- 3.72% |
$11.9K - $14.5K
|
18.8K
$354K
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.26K+ 79.06% |
$20.7K - $25.2K
|
2.86K
$53.9K
|
|
|
Aug 13, 2025
Q2 2025
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
182KNew |
$2.98M - $3.64M
|
182K
$3.43M
|
|
|
Aug 13, 2025
Q2 2025
|
Panagora Asset Management Inc
Boston, MA |
BUY
|
- |
1.96K+ 0.69% |
$32.2K - $39.2K
|
284K
$5.36M
|
|
|
Aug 13, 2025
Q2 2025
|
Momentous Wealth Management, Inc.
Vancouver, WA |
SELL
|
- |
-28- 0.02% |
$459 - $560
|
117K
$2.22M
|
|
|
Aug 13, 2025
Q2 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
1.41K+ 13.63% |
$23.1K - $28.2K
|
11.8K
$222K
|
|
|
Aug 13, 2025
Q2 2025
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-71- 0.09% |
$1.17K - $1.42K
|
78.9K
$1.49M
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
295New |
$4.84K - $5.9K
|
295
$5.56K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 11, 2025
Q2 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
9New |
$148 - $180
|
9
$170
|
|
|
Aug 11, 2025
Q2 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
65+ 23.64% |
$1.07K - $1.3K
|
340
$6.41K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-378- 36.7% |
$6.2K - $7.56K
|
652
$12.3K
|
|
|
Aug 08, 2025
Q2 2025
|
Kbc Group Nv
|
SELL
|
- |
-3.34K- 46.25% |
$54.9K - $66.9K
|
3.89K
$73.3K
|
|
|
Aug 07, 2025
Q2 2025
|
Pinnacle Holdings, LLC
Tulsa, OK |
BUY
|
- |
12K+ 153.79% |
$197K - $240K
|
19.8K
$373K
|
|
|
Aug 06, 2025
Q2 2025
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
17.1KNew |
$281K - $342K
|
17.1K
$323K
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
697New |
$11.4K - $13.9K
|
697
$13.1K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
SELL
|
- |
-19- 13.01% |
$312 - $380
|
127
$2.4K
|
|
|
Jul 31, 2025
Q2 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-40- 60.61% |
$656 - $800
|
26
$490
|
|
|
Jul 30, 2025
Q2 2025
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-13.1K- 22.85% |
$215K - $262K
|
44.3K
$835K
|
|
|
Jul 30, 2025
Q2 2025
|
Ethic Inc.
New York, NY |
SELL
|
- |
-6.6K- 39.36% |
$108K - $132K
|
10.2K
$192K
|
|
|
Jul 29, 2025
Q2 2025
|
Everence Capital Management Inc
|
SELL
|
- |
-4.87K- 32.62% |
$79.9K - $97.4K
|
10.1K
$190K
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-36- 26.47% |
$591 - $720
|
100
$1.89K
|
|
|
Jul 23, 2025
Q2 2025
|
Klp Kapitalforvaltning As
Oslo, Q8 |
SELL
|
- |
-200- 0.69% |
$3.28K - $4K
|
28.6K
$539K
|
|
|
Jul 22, 2025
Q2 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
6+ 150.0% |
$98.5 - $120
|
10
$189
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
7.58KNew |
$124K - $152K
|
7.58K
$143K
|
|
|
Jul 21, 2025
Q2 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
763+ 7.43% |
$12.5K - $15.3K
|
11K
$208K
|
|
|
Jul 18, 2025
Q2 2025
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
19KNew |
$312K - $380K
|
19K
$358K
|
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
5.87KNew |
$96.3K - $117K
|
5.87K
$111K
|
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-18- 52.94% |
$295 - $360
|
16
$302
|
|
|
Jul 14, 2025
Q2 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-15- 15.79% |
$246 - $300
|
80
$1.51K
|
|