HoldingsChannel.com
On this page, we present all of the funds holding CVY from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding CVY, with a link to that fund's top holdings. The next columns indicate the amount of CVY stock held by each of the funds holding CVY, followed by the CVY position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 41 funds holding CVY within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by HBK Sorce Advisory LLC. For more details on the positions held by HBK Sorce Advisory LLC (or by any of the other funds holding CVY), click the fund name in the "Holder" column of the funds-holding-CVY table below.
| Holder | Amount | Position Size ($ in 1000's) | As of |
|---|---|---|---|
 HBK Sorce Advisory LLC | 105,723 | $2,512 | 12/31/2023 |
| CVY | 105,723 | $2,512 | 12/31/2023 |
| Morgan Stanley | 103,236 | $2,453 | 12/31/2023 |
| CVY | 103,236 | $2,453 | 12/31/2023 |
| Commonwealth Equity Services LLC | 91,473 | $2,173 | 12/31/2023 |
| CVY | 91,473 | $2,173 | 12/31/2023 |
| Ameriprise Financial Inc. | 79,788 | $1,896 | 12/31/2023 |
| CVY | 79,788 | $1,896 | 12/31/2023 |
| Cambridge Investment Research Advisors Inc. | 54,922 | $1,413 | 03/31/2024 |
| CVY | 54,922 | $1,413 | 03/31/2024 |
| MGB Wealth Management LLC | 59,488 | $1,413 | 12/31/2023 |
| CVY | 59,488 | $1,413 | 12/31/2023 |
| Advisor Group Holdings Inc. | 42,464 | $1,009 | 12/31/2023 |
| CVY | 42,464 | $1,009 | 12/31/2023 |
| LPL Financial LLC | 39,134 | $930 | 12/31/2023 |
| CVY | 39,134 | $930 | 12/31/2023 |
| Wells Fargo & Company MN | 36,343 | $863 | 12/31/2023 |
| CVY | 36,343 | $863 | 12/31/2023 |
| Bank of America Corp DE | 26,362 | $626 | 12/31/2023 |
| CVY | 26,362 | $626 | 12/31/2023 |
| Trustmark National Bank Trust Department | 22,340 | $531 | 12/31/2023 |
| CVY | 22,340 | $531 | 12/31/2023 |
| Sequoia Financial Advisors LLC | 19,975 | $475 | 12/31/2023 |
| CVY | 19,975 | $475 | 12/31/2023 |
| Comerica Bank | 17,781 | $422 | 12/31/2023 |
| CVY | 17,781 | $422 | 12/31/2023 |
| Raymond James Financial Services Advisors Inc. | 16,068 | $413 | 03/31/2024 |
| CVY | 16,068 | $413 | 03/31/2024 |
| Raymond James & Associates | 14,335 | $369 | 03/31/2024 |
| CVY | 14,335 | $369 | 03/31/2024 |
| Atria Wealth Solutions Inc. | 12,972 | $308 | 12/31/2023 |
| CVY | 12,972 | $308 | 12/31/2023 |
| Focus Financial Network Inc. ADV | 12,763 | $303 | 12/31/2023 |
| CVY | 12,763 | $303 | 12/31/2023 |
| High Falls Advisors Inc | 11,083 | $263 | 12/31/2023 |
| CVY | 11,083 | $263 | 12/31/2023 |
| Mariner LLC | 9,583 | $228 | 12/31/2023 |
| CVY | 9,583 | $228 | 12/31/2023 |
| UBS Group AG | 6,467 | $154 | 12/31/2023 |
| CVY | 6,467 | $154 | 12/31/2023 |
| Castleview Partners LLC | 3,060 | $73 | 12/31/2023 |
| CVY | 3,060 | $73 | 12/31/2023 |
| Deutsche Bank AG | 1,625 | $39 | 12/31/2023 |
| CVY | 1,625 | $39 | 12/31/2023 |
| Royal Bank of Canada | 1,471 | $35 | 12/31/2023 |
| CVY | 1,471 | $35 | 12/31/2023 |
| Harbour Investments Inc. | 1,132 | $27 | 12/31/2023 |
| CVY | 1,132 | $27 | 12/31/2023 |
| Private Trust Co. NA | 1,000 | $26 | 03/31/2024 |
| CVY | 1,000 | $26 | 03/31/2024 |
| Independence Bank of Kentucky | 1,000 | $26 | 03/31/2024 |
| CVY | 1,000 | $26 | 03/31/2024 |
| EverSource Wealth Advisors LLC | 1,040 | $25 | 12/31/2023 |
| CVY | 1,040 | $25 | 12/31/2023 |
| The PNC Financial Services Group Inc. | 996 | $24 | 12/31/2023 |
| CVY | 996 | $24 | 12/31/2023 |
| FMR LLC | 825 | $20 | 12/31/2023 |
| CVY | 825 | $20 | 12/31/2023 |
| Steward Partners Investment Advisory LLC | 812 | $19 | 12/31/2023 |
| CVY | 812 | $19 | 12/31/2023 |
| Capital Advisors Ltd. LLC | 647 | $17 | 03/31/2024 |
| CVY | 647 | $17 | 03/31/2024 |
| Geneos Wealth Management Inc. | 663 | $16 | 12/31/2023 |
| CVY | 663 | $16 | 12/31/2023 |
| Financial Perspectives Inc | 401 | $10 | 03/31/2024 |
| CVY | 401 | $10 | 03/31/2024 |
| Ameritas Investment Partners Inc. | 305 | $7 | 12/31/2023 |
| CVY | 305 | $7 | 12/31/2023 |
| CoreFirst Bank & Trust | 300 | $7 | 12/31/2023 |
| CVY | 300 | $7 | 12/31/2023 |
| Qube Research & Technologies Ltd | 235 | $6 | 12/31/2023 |
| CVY | 235 | $6 | 12/31/2023 |
| Northwestern Mutual Wealth Management Co. | 100 | $2 | 12/31/2023 |
| CVY | 100 | $2 | 12/31/2023 |
| DHJJ Financial Advisors Ltd. | 18 | $0 | 03/31/2024 |
| CVY | 18 | $0 | 03/31/2024 |
| Proequities Inc. | 0 | $0 | 12/31/2023 |
| CVY | 0 | $0 | 12/31/2023 |
| Core Wealth Advisors Inc. | 2 | $0 | 12/31/2023 |
| CVY | 2 | $0 | 12/31/2023 |
| Raleigh Capital Management Inc. | 20 | $0 | 12/31/2023 |
| CVY | 20 | $0 | 12/31/2023 |
 Ancora Advisors LLC | 1,900 | $-84 | 12/31/2023 |
| Put | 1,900 | $84 | 12/31/2023 |
See Summary: Institutional Holders of CVY
See Details: Top 10 Hedge Funds Holding CVY
Also See: CVY Holdings Changes
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