This page summarizes the CLVT holdings changes quarter over quarter among those 13F filers that have reported for
the 3/31/2024 period, comparing share count change from 12/31/2023 to 3/31/2024.
Share count is compared over these two periods to provide an indication of whether CLVT is being accumulated or
sold by institutions that file their holdings via 13F filings (and as always, when considering this data it is important to be mindful of the
long only reporting requirement).
Filer 12/31/2023 3/31/2024 Change % Change 13F Filers Increasing CLVT Share Count
Integrated Investment Consultants LLC 38,985
93,960
+ 54,975 + 141.02%
CWM LLC 542
978
+ 436 + 80.44%
SJS Investment Consulting Inc. 77
90
+ 13 + 16.88%
Alaska Permanent Fund Corp 286,539
305,069
+ 18,530 + 6.47%
Exor N.V. 65,728,365
67,294,884
+ 1,566,519 + 2.38%
13F Filers Reporting New Positions In CLVT
NBC Securities Inc. 0
800
+ 800 + 100%
Massmutual Trust Co. FSB ADV 0
19
+ 19 + 100%
Confluence Investment Management LLC 0
2,475,002
+ 2,475,002 + 100%
Mather Group LLC. 0
7
+ 7 + 100%
Allspring Global Investments Holdings LLC 0
2,556
+ 2,556 + 100%
13F Filers With Unchanged Share Count
Pinnacle Bank 3,918
3,918
UNCH 0.00%
13F Filers Decreasing CLVT Share Count
Wealth Enhancement Advisory Services LLC 52,519
43,799
- 8,720 - 16.60%
Perpetual Ltd 6,392,823
5,936,031
- 456,792 - 7.15%
GAMMA Investing LLC 1,463
1,438
- 25 - 1.71%
13F Filers Exiting CLVT
Wedmont Private Capital 10,826
0
- 10,826 - 100.00%
AdvisorNet Financial Inc 103
0
- 103 - 100.00%
See Summary: Institutional Holders of CLVT Top 10 Hedge Funds Holding CLVT
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