Institutional Ownership Nv5 Global, Inc. (NVEE)
This table provides information about the institutional ownership of Nv5 Global, Inc. (NVEE). We have compiled data on the 224 institutions that hold shares in the stock, with a total of 12.2 Million shares, which have been reported (via 13F filing form) to have a value of $234 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
12
shares
|
$226
0.0% of portfolio
|
Q3 2024
Added 9.09%
|
|
|
Naples Money Management LLC
Naples, FL |
Nov 12, 2024 Q3 2024 |
12
shares
|
$226
0.0% of portfolio
|
Q3 2024
Reduced 36.84%
|
|
|
Beacon Capital Management, LLC
|
Nov 07, 2024 Q3 2024 |
12
shares
|
$226
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
10
shares
|
$188
0.0% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Farmers & Merchants Investments Inc
|
Oct 25, 2024 Q3 2024 |
9
shares
|
$169
0.0% of portfolio
|
Q4 2022
Added 12.5%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Nov 06, 2024 Q3 2024 |
7
shares
|
$132
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 13, 2024 Q3 2024 |
5
shares
|
$94
0.0% of portfolio
|
Q2 2024
Reduced 66.67%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
5
shares
|
$94
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Parkside Financial Bank & Trust
|
Nov 07, 2024 Q3 2024 |
4
shares
|
$75
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Covestor LTD
Boston, MA |
Nov 01, 2024 Q3 2024 |
4
shares
|
$75
0.0% of portfolio
|
Q3 2024
Added 33.33%
|
|
|
Hemington Wealth Management
|
Nov 12, 2024 Q3 2024 |
4
shares
|
$75
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Tsfg, LLC
|
Oct 15, 2024 Q3 2024 |
4
shares
|
$75
0.0% of portfolio
|
Q1 2019
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
4
shares
|
$75
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
3
shares
|
$56
0.0% of portfolio
|
Q3 2024
Reduced 25.0%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Oct 16, 2024 Q3 2024 |
2
shares
|
$37
0.0% of portfolio
|
Q2 2023
Added 100.0%
|
|
|
Claris Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
2
shares
|
$37
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Mendota Financial Group, LLC
Madison, WI |
Oct 09, 2024 Q3 2024 |
1
shares
|
$18
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
1
shares
|
$18
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Quest Partners LLC
New York, NY |
Nov 07, 2024 Q3 2024 |
1
shares
|
$18
0.0% of portfolio
|
Q3 2024
Reduced 50.0%
|