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 |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2023
Q4 2022
|
Jennison Associates LLC
|
SELL
|
- |
-1.54K- 2.5% |
$39.4K - $44.7K
|
60.3K
$1.11M
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
800New |
$20.4K - $23.2K
|
800
$14.8K
|
|
|
Feb 06, 2023
Q4 2022
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
110K+ 66.95% |
$2.8M - $3.18M
|
274K
$5.06M
|
|
|
Feb 02, 2023
Q4 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
7+ 7.95% |
$179 - $203
|
95
$1.75K
|
|
|
Feb 02, 2023
Q4 2022
|
Financial Advisors Network, Inc.
|
SELL
|
- |
-706- 7.86% |
$18K - $20.4K
|
8.28K
$153K
|
|
|
Feb 01, 2023
Q4 2022
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
6.67KNew |
$170K - $193K
|
6.67K
$123K
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-23K- 34.74% |
$588K - $667K
|
43.2K
$798K
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
7.98KNew |
$204K - $231K
|
7.98K
$147K
|
|
|
Jan 30, 2023
Q4 2022
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
366New |
$9.34K - $10.6K
|
366
$6.76K
|
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
11.2KNew |
$286K - $324K
|
11.2K
$207K
|
|
|
Jan 23, 2023
Q4 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
38New |
$970 - $1.1K
|
38
$701
|
|
| Q3 2022 | |||||||
|
Sep 21, 2023
Q3 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
5.17K+ 46.81% |
$124K - $145K
|
16.2K
$299K
|
|
|
Nov 14, 2022
Q3 2022
|
Shelton Capital Management
Denver, CO |
BUY
|
- |
8.02KNew |
$193K - $225K
|
8.02K
$148K
|
|
|
Nov 14, 2022
Q3 2022
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
33.5KNew |
$806K - $939K
|
33.5K
$618K
|
|
|
Nov 14, 2022
Q3 2022
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
26.7KNew |
$642K - $748K
|
26.7K
$492K
|
|
|
Nov 14, 2022
Q3 2022
|
Eam Investors, LLC
Solana Beach, CA |
BUY
|
- |
8.6K+ 18.19% |
$207K - $241K
|
55.9K
$1.03M
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
60.9K+ 2.84% |
$1.47M - $1.71M
|
2.21M
$40.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
332+ 143.72% |
$7.99K - $9.31K
|
563
$10.4K
|
|
|
Nov 14, 2022
Q3 2022
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-869- 38.23% |
$20.9K - $24.4K
|
1.4K
$25.9K
|
|
|
Nov 14, 2022
Q3 2022
|
Alpha Crest Capital Management LLC
New York, NY |
BUY
|
- |
19.6KNew |
$471K - $548K
|
19.6K
$361K
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
20+ 0.06% |
$481 - $561
|
36.4K
$671K
|
|
|
Nov 10, 2022
Q3 2022
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
28.7KNew |
$691K - $805K
|
28.7K
$530K
|
|
|
Nov 09, 2022
Q3 2022
|
Systematic Alpha Investments, LLC
Princeton, NJ |
BUY
|
- |
10.4KNew |
$250K - $292K
|
10.4K
$192K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
470New |
$11.3K - $13.2K
|
470
$8.68K
|
|
|
Oct 14, 2022
Q3 2022
|
Iowa State Bank
|
BUY
|
- |
8.07KNew |
$194K - $226K
|
8.07K
$149K
|
|
| Q2 2022 | |||||||
|
Sep 13, 2022
Q2 2022
|
Brown Advisory Inc
|
BUY
|
- |
8.34KNew |
$188K - $211K
|
8.34K
$154K
|
|
|
Aug 17, 2022
Q2 2022
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-64Closed |
$1.44K - $1.62K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-832Closed |
$18.8K - $21K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
49.9KNew |
$1.13M - $1.26M
|
49.9K
$922K
|
|
|
Aug 15, 2022
Q2 2022
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
9.45KNew |
$213K - $239K
|
9.45K
$174K
|
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-38Closed |
$857 - $961
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
SELL
|
- |
-60.2KClosed |
$1.36M - $1.52M
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
18.6KNew |
$420K - $471K
|
18.6K
$344K
|
|
|
Aug 11, 2022
Q2 2022
|
Advisor Partners LLC
Walnut Creek, CA |
BUY
|
- |
9.58KNew |
$216K - $242K
|
9.58K
$177K
|
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-6.29KClosed |
$142K - $159K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-10Closed |
$226 - $253
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Concord Wealth Partners
|
SELL
|
- |
-49Closed |
$1.11K - $1.24K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
8.42KNew |
$190K - $213K
|
8.42K
$155K
|
|
|
Aug 02, 2022
Q2 2022
|
Aigen Investment Management, LP
|
SELL
|
- |
-23.2KClosed |
$523K - $587K
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-89- 16.18% |
$2.01K - $2.25K
|
461
$8.51K
|
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-12- 2.82% |
$271 - $303
|
414
$7.64K
|
|
|
Jul 22, 2022
Q2 2022
|
Gemmer Asset Management LLC
|
SELL
|
- |
-192Closed |
$4.33K - $4.86K
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Sam Advisors, LLC
|
BUY
|
- |
8KNew |
$180K - $202K
|
8K
$148K
|
|
| Q1 2022 | |||||||
|
May 17, 2022
Q1 2022
|
Mirabella Financial Services LLP
London, X0 |
SELL
|
- |
-21.4KClosed |
$461K - $514K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Putnam Investments LLC
Boston, MA |
SELL
|
- |
-55.4KClosed |
$1.2M - $1.33M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Hold Co Asset Management, LP
Fort Lauderdale, FL |
BUY
|
- |
13KNew |
$280K - $312K
|
13K
$239K
|
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-2.33KClosed |
$50.3K - $56.1K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-177KClosed |
$3.83M - $4.27M
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
SELL
|
- |
-24.5KClosed |
$529K - $589K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-35.2KClosed |
$760K - $847K
|
0
$0
|
|