Institutional Ownership Ii Vi Inc (IIVI)
This table provides information about the institutional ownership of Ii Vi Inc (IIVI). We have compiled data on the 5 institutions that hold shares in the stock, with a total of 49,588 shares, which have been reported (via 13F filing form) to have a value of $1.58 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
34,275
shares
|
$1.09 Million
0.4% of portfolio
|
Q4 2022
New holding
|
|
|
Keynote Financial Services LLC
Vernon, CT |
Jul 24, 2024 Q2 2024 |
15,138
shares
|
$481,842
0.92% of portfolio
|
Q2 2024
New holding
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
130
shares
|
$4,137
0.0% of portfolio
|
Q1 2019
New holding
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
24
shares
|
$763
0.0% of portfolio
|
Q1 2022
Added 60.0%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
21
shares
|
$668
0.0% of portfolio
|
Q2 2022
Reduced 16.0%
|