Institutional Ownership Cavco Industries Inc. (CVCO)
This table provides information about the institutional ownership of Cavco Industries Inc. (CVCO). We have compiled data on the 320 institutions that hold shares in the stock, with a total of 7.24 Million shares, which have been reported (via 13F filing form) to have a value of $3.81 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
19
shares
|
$9,765
0.0% of portfolio
|
Q3 2024
Reduced 9.52%
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
18
shares
|
$9,251
0.0% of portfolio
|
Q3 2022
Reduced 18.18%
|
|
|
Umb Bank, N.A.
|
Jan 16, 2025 Q4 2024 |
18
shares
|
$9,251
0.0% of portfolio
|
Q3 2024
Added 200.0%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
17
shares
|
$8,737
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Hemington Wealth Management
|
Jan 29, 2025 Q4 2024 |
16
shares
|
$8,223
0.0% of portfolio
|
Q4 2024
Added 23.08%
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
16
shares
|
$8,223
0.0% of portfolio
|
Q4 2024
Added 23.08%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
14
shares
|
$7,195
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Avalon Trust CO
Santa Fe, NM |
Feb 10, 2025 Q4 2024 |
12
shares
|
$6,167
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Lindbrook Capital, LLC
|
Feb 06, 2025 Q4 2024 |
11
shares
|
$5,653
0.0% of portfolio
|
Q4 2024
Reduced 8.33%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jan 27, 2025 Q4 2024 |
11
shares
|
$5,653
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Feb 05, 2025 Q4 2024 |
9
shares
|
$4,625
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
9
shares
|
$4,625
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
Feb 14, 2025 Q4 2024 |
9
shares
|
$4,625
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Feb 04, 2025 Q4 2024 |
8
shares
|
$4,111
0.0% of portfolio
|
Q4 2024
Added 33.33%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
8
shares
|
$4,111
0.0% of portfolio
|
Q4 2024
Reduced 92.23%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Feb 13, 2025 Q4 2024 |
8
shares
|
$4,111
0.0% of portfolio
|
Q4 2024
Reduced 11.11%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
6
shares
|
$3,083
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Feb 13, 2025 Q4 2024 |
5
shares
|
$2,569
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Jan 28, 2025 Q4 2024 |
5
shares
|
$2,569
0.0% of portfolio
|
Q1 2024
Reduced 16.67%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jan 08, 2025 Q4 2024 |
5
shares
|
$2,569
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
5
shares
|
$2,569
0.0% of portfolio
|
Q4 2023
Added 66.67%
|
|
|
Versant Capital Management, Inc
|
Jan 02, 2025 Q4 2024 |
5
shares
|
$2,569
0.0% of portfolio
|
Q2 2024
Added 400.0%
|
|
|
Massmutual Trust CO Fsb
|
Jan 16, 2025 Q4 2024 |
4
shares
|
$2,055
0.0% of portfolio
|
Q3 2024
Added 33.33%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Jan 29, 2025 Q4 2024 |
4
shares
|
$2,055
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Blue Bell Private Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
4
shares
|
$2,055
0.0% of portfolio
|
Q4 2021
New holding
|