Institutional Ownership Cvr Partners, LP (UAN)
This table provides information about the institutional ownership of Cvr Partners, LP (UAN). We have compiled data on the 81 institutions that hold shares in the stock, with a total of 5.33 Million shares, which have been reported (via 13F filing form) to have a value of $528 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
600
shares
|
$59,502
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
495
shares
|
$49,089
0.0% of portfolio
|
Q3 2025
Added 20.73%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
474
shares
|
$47,006
0.0% of portfolio
|
Q2 2025
Reduced 29.67%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
418
shares
|
$41,453
0.0% of portfolio
|
Q3 2025
Added 10.88%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
340
shares
|
$33,717
0.0% of portfolio
|
Q3 2025
Added 21.86%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
300
shares
|
$29,751
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Pinnacle Bancorp, Inc.
|
Oct 24, 2025 Q3 2025 |
224
shares
|
$22,214
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 14, 2025 Q3 2025 |
208
shares
|
$20,627
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Oct 24, 2025 Q3 2025 |
135
shares
|
$13,387
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
100
shares
|
$9,917
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Whittier Trust CO
|
Oct 31, 2025 Q3 2025 |
77
shares
|
$7,636
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
64
shares
|
$6,346
0.0% of portfolio
|
Q3 2025
Reduced 74.8%
|
|
|
Barclays PLC
London, X0 |
Nov 12, 2025 Q3 2025 |
58
shares
|
$5,751
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
51
shares
|
$5,057
0.0% of portfolio
|
Q3 2025
Added 240.0%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
50
shares
|
$4,958
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
50
shares
|
$4,958
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
31
shares
|
$3,074
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Piershale Financial Group, Inc.
|
Jul 06, 2023 Q2 2023 |
31
shares
|
$3,074
0.0% of portfolio
|
Q2 2023
Added 10.71%
|
|
|
Danda Trouve Investment Management, Inc.
|
Oct 14, 2022 Q3 2022 |
28
shares
|
$2,776
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
20
shares
|
$1,983
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Archer Investment Corp
|
Nov 03, 2025 Q3 2025 |
14
shares
|
$1,388
0.0% of portfolio
|
Q2 2025
Added 7.69%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
6
shares
|
$595
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|