CVD Equipment Ownership 2024 | Who Owns CVD Equipment Now?

Overview RevenueFinancials Chart Transcripts

Institutional Ownership

16.46%

Insider Ownership

24.14%

Retail Ownership

59.40%

Institutional Holders

12.00

CVD Equipment Institutional Shareholders

Institutional Shareholders by % of Total Shares

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
AMH EQUITY LTD	9.67%	3.05%	660,000	-	-	3,108,600	Mar 31, 2024
VANGUARD GROUP INC	4.58%	-	312,230	-	-	1,470,603	Mar 31, 2024
RENAISSANCE TECHNOLOGIES LLC	1.96%	0.00%	133,982	-2,500	-1.83%	631,000	Mar 31, 2024
AMERIPRISE FINANCIAL INC	1.03%	0.00%	70,254	-38,050	-35.13%	330,896	Mar 31, 2024
GEODE CAPITAL MANAGEMENT, LLC	0.91%	-	62,417	-	-	294,052	Mar 31, 2024
DIMENSIONAL FUND ADVISORS LP	0.90%	0.00%	61,294	-	-	288,695	Mar 31, 2024
QUINN OPPORTUNITY PARTNERS LLC	0.85%	0.03%	57,834	3,000	5.47%	272,398	Mar 31, 2024
WELLS FARGO & COMPANY/MN	0.60%	-	41,145	40,501	6288.98%	193,793,000	Mar 31, 2024
GOLDMAN SACHS GROUP INC	0.50%	-	34,329	34,329	100.00%	161,690	Mar 31, 2024
NORTHERN TRUST CORP	0.30%	-	20,515	-2,010	-8.92%	96,626	Mar 31, 2024
STATE STREET CORP	0.27%	-	18,546	-	-	87,352	Mar 31, 2024
COMMONWEALTH EQUITY SERVICES, LLC	0.25%	0.00%	17,340	17,340	100.00%	82,000	Mar 31, 2024
SPEARS ABACUS ADVISORS LLC	0.23%	0.00%	16,000	16,000	100.00%	75,360	Mar 31, 2024
BLACKROCK INC.	0.21%	-	14,204	-320	-2.20%	66,901	Mar 31, 2024
CITADEL ADVISORS LLC	0.20%	-	13,564	-6,593	-32.71%	63,886	Mar 31, 2024
MORGAN STANLEY	0.03%	-	2,237	81	3.76%	10,536	Mar 31, 2024
TOWER RESEARCH CAPITAL LLC (TRC)	0.02%	0.00%	1,459	284	24.17%	6,872	Mar 31, 2024
UBS GROUP AG	0.01%	-	600	-	-	2,826	Mar 31, 2024
FINTRUST CAPITAL ADVISORS, LLC	0.00%	0.00%	300	-	-	1,413	Mar 31, 2024
ADVISOR GROUP HOLDINGS, INC.	0.00%	-	270	-	-	1,272,000	Mar 31, 2024

CVD Equipment's largest institutional shareholder is AMH EQUITY LTD, holding 9.67% of the company's total share outstanding, currently valued at $3.11M. The top 10 institutional shareholders own together 21.31% of the company.

Institutional Shareholders by % of Total Assets

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
AMH EQUITY LTD	9.67%	3.05%	660,000	-	-	3,108,600	Mar 31, 2024
QUINN OPPORTUNITY PARTNERS LLC	0.85%	0.03%	57,834	3,000	5.47%	272,398	Mar 31, 2024
SPEARS ABACUS ADVISORS LLC	0.23%	0.00%	16,000	16,000	100.00%	75,360	Mar 31, 2024
RENAISSANCE TECHNOLOGIES LLC	1.96%	0.00%	133,982	-2,500	-1.83%	631,000	Mar 31, 2024
CASTLEVIEW PARTNERS, LLC	0.00%	0.00%	163	163	100.00%	768,000	Mar 31, 2024
FINTRUST CAPITAL ADVISORS, LLC	0.00%	0.00%	300	-	-	1,413	Mar 31, 2024
CALDWELL SUTTER CAPITAL, INC.	0.00%	0.00%	100	-	-	471	Mar 31, 2024
TOWER RESEARCH CAPITAL LLC (TRC)	0.02%	0.00%	1,459	284	24.17%	6,872	Mar 31, 2024
COMMONWEALTH EQUITY SERVICES, LLC	0.25%	0.00%	17,340	17,340	100.00%	82,000	Mar 31, 2024
AMERIPRISE FINANCIAL INC	1.03%	0.00%	70,254	-38,050	-35.13%	330,896	Mar 31, 2024
DIMENSIONAL FUND ADVISORS LP	0.90%	0.00%	61,294	-	-	288,695	Mar 31, 2024
WELLS FARGO & COMPANY/MN	0.60%	-	41,145	40,501	6288.98%	193,793,000	Mar 31, 2024
VANGUARD GROUP INC	4.58%	-	312,230	-	-	1,470,603	Mar 31, 2024
GOLDMAN SACHS GROUP INC	0.50%	-	34,329	34,329	100.00%	161,690	Mar 31, 2024
GEODE CAPITAL MANAGEMENT, LLC	0.91%	-	62,417	-	-	294,052	Mar 31, 2024
NORTHERN TRUST CORP	0.30%	-	20,515	-2,010	-8.92%	96,626	Mar 31, 2024
CITADEL ADVISORS LLC	0.20%	-	13,564	-6,593	-32.71%	63,886	Mar 31, 2024
STATE STREET CORP	0.27%	-	18,546	-	-	87,352	Mar 31, 2024
ADVISOR GROUP HOLDINGS, INC.	0.00%	-	270	-	-	1,272,000	Mar 31, 2024
BLACKROCK INC.	0.21%	-	14,204	-320	-2.20%	66,901	Mar 31, 2024

The largest CVD Equipment shareholder by % of total assets is AMH EQUITY LTD. The company owns 660.00K shares of CVD Equipment (CVV), representing 3.05% of its total assets.

Institutional Buyers

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
WELLS FARGO & COMPANY/MN	0.60%	-	41,145	40,501	6288.98%	193,793,000	Mar 31, 2024
GOLDMAN SACHS GROUP INC	0.50%	-	34,329	34,329	100.00%	161,690	Mar 31, 2024
COMMONWEALTH EQUITY SERVICES, LLC	0.25%	0.00%	17,340	17,340	100.00%	82,000	Mar 31, 2024
SPEARS ABACUS ADVISORS LLC	0.23%	0.00%	16,000	16,000	100.00%	75,360	Mar 31, 2024
QUINN OPPORTUNITY PARTNERS LLC	0.85%	0.03%	57,834	3,000	5.47%	272,398	Mar 31, 2024
TOWER RESEARCH CAPITAL LLC (TRC)	0.02%	0.00%	1,459	284	24.17%	6,872	Mar 31, 2024
CASTLEVIEW PARTNERS, LLC	0.00%	0.00%	163	163	100.00%	768,000	Mar 31, 2024
MORGAN STANLEY	0.03%	-	2,237	81	3.76%	10,536	Mar 31, 2024
UBS GROUP AG	0.01%	-	600	-	-	2,826	Mar 31, 2024
ADVISOR GROUP HOLDINGS, INC.	0.00%	-	270	-	-	1,272,000	Mar 31, 2024
STATE STREET CORP	0.27%	-	18,546	-	-	87,352	Mar 31, 2024
GEODE CAPITAL MANAGEMENT, LLC	0.91%	-	62,417	-	-	294,052	Mar 31, 2024
VANGUARD GROUP INC	4.58%	-	312,230	-	-	1,470,603	Mar 31, 2024
DIMENSIONAL FUND ADVISORS LP	0.90%	0.00%	61,294	-	-	288,695	Mar 31, 2024
CALDWELL SUTTER CAPITAL, INC.	0.00%	0.00%	100	-	-	471	Mar 31, 2024
FINTRUST CAPITAL ADVISORS, LLC	0.00%	0.00%	300	-	-	1,413	Mar 31, 2024
AMH EQUITY LTD	9.67%	3.05%	660,000	-	-	3,108,600	Mar 31, 2024
BANK OF AMERICA CORP /DE/	-	-	-	-3	-100.00%	-	Mar 31, 2024
ROYAL BANK OF CANADA	0.00%	-	161	-21	-11.54%	1,000	Mar 31, 2024
BLACKROCK INC.	0.21%	-	14,204	-320	-2.20%	66,901	Mar 31, 2024

As of Mar 31 2024, CVD Equipment's largest institutional buyer is WELLS FARGO & COMPANY/MN. The company purchased 40.50K stocks of CVV, valued at $193.79M.

Institutional Sellers

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
AMERIPRISE FINANCIAL INC	1.03%	0.00%	70,254	-38,050	-35.13%	330,896	Mar 31, 2024
CITADEL ADVISORS LLC	0.20%	-	13,564	-6,593	-32.71%	63,886	Mar 31, 2024
RENAISSANCE TECHNOLOGIES LLC	1.96%	0.00%	133,982	-2,500	-1.83%	631,000	Mar 31, 2024
NORTHERN TRUST CORP	0.30%	-	20,515	-2,010	-8.92%	96,626	Mar 31, 2024
BLACKROCK INC.	0.21%	-	14,204	-320	-2.20%	66,901	Mar 31, 2024
ROYAL BANK OF CANADA	0.00%	-	161	-21	-11.54%	1,000	Mar 31, 2024
BANK OF AMERICA CORP /DE/	-	-	-	-3	-100.00%	-	Mar 31, 2024
AMH EQUITY LTD	9.67%	3.05%	660,000	-	-	3,108,600	Mar 31, 2024
FINTRUST CAPITAL ADVISORS, LLC	0.00%	0.00%	300	-	-	1,413	Mar 31, 2024
CALDWELL SUTTER CAPITAL, INC.	0.00%	0.00%	100	-	-	471	Mar 31, 2024
DIMENSIONAL FUND ADVISORS LP	0.90%	0.00%	61,294	-	-	288,695	Mar 31, 2024
VANGUARD GROUP INC	4.58%	-	312,230	-	-	1,470,603	Mar 31, 2024
GEODE CAPITAL MANAGEMENT, LLC	0.91%	-	62,417	-	-	294,052	Mar 31, 2024
STATE STREET CORP	0.27%	-	18,546	-	-	87,352	Mar 31, 2024
ADVISOR GROUP HOLDINGS, INC.	0.00%	-	270	-	-	1,272,000	Mar 31, 2024
UBS GROUP AG	0.01%	-	600	-	-	2,826	Mar 31, 2024
MORGAN STANLEY	0.03%	-	2,237	81	3.76%	10,536	Mar 31, 2024
CASTLEVIEW PARTNERS, LLC	0.00%	0.00%	163	163	100.00%	768,000	Mar 31, 2024
TOWER RESEARCH CAPITAL LLC (TRC)	0.02%	0.00%	1,459	284	24.17%	6,872	Mar 31, 2024
QUINN OPPORTUNITY PARTNERS LLC	0.85%	0.03%	57,834	3,000	5.47%	272,398	Mar 31, 2024

As of Mar 31 2024, CVD Equipment's biggest institutional seller is AMERIPRISE FINANCIAL INC. The company sold -38.05K shares of CVV, valued at $330.90K.

Institutional New positions

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
GOLDMAN SACHS GROUP INC	0.50%	-	34,329	34,329	100.00%	161,690	Mar 31, 2024
COMMONWEALTH EQUITY SERVICES, LLC	0.25%	0.00%	17,340	17,340	100.00%	82,000	Mar 31, 2024
SPEARS ABACUS ADVISORS LLC	0.23%	0.00%	16,000	16,000	100.00%	75,360	Mar 31, 2024
CASTLEVIEW PARTNERS, LLC	0.00%	0.00%	163	163	100.00%	768,000	Mar 31, 2024

CVD Equipment's largest new institutional shareholder by number of shares is GOLDMAN SACHS GROUP INC, purchased 34.33K shares, valued at $161.69K, as of undefined.

Institutional Sold Out

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
BANK OF AMERICA CORP /DE/	-	-	-	-3	-100.00%	-	Mar 31, 2024

CVD Equipment's largest sold out institutional shareholder by shares sold is BANK OF AMERICA CORP /DE/, sold -3.00 shares, valued at -, as of undefined.

CVD Equipment Mutual Fund Holders

Name	% Total Assets	Total Shares	Change Amount	Change %	Date
OBERWEIS FUNDS	0.13%	103,000	-	-	Dec 31, 2023
VANGUARD VALLEY FORGE FUNDS	0.01%	2,737	-	-	Dec 31, 2023
VANGUARD INDEX FUNDS	0.00%	399,477	130,588	48.57%	Dec 31, 2023
AdvisorShares Trust	0.00%	1,716	-	-	Dec 29, 2023
FIDELITY CONCORD STREET TRUST	0.00%	58,849	-218	-0.37%	Feb 29, 2024
VANGUARD INSTITUTIONAL INDEX FUNDS	0.00%	7,295	-	-	Dec 31, 2023
DFA INVESTMENT DIMENSIONS GROUP INC	0.00%	66,572	8,212	14.07%	Jan 31, 2024
Dimensional ETF Trust	0.00%	2,934	-	-	Jan 31, 2024
EQ ADVISORS TRUST	0.00%	957	-	-	Dec 31, 2023
iSHARES TRUST	0.00%	12,501	-	-	Feb 29, 2024
Blackstone Alternative Investment Funds	0.00%	100	-100	-50.00%	Dec 31, 2023

CVD Equipment's largest mutual fund holder by % of total assets is "OBERWEIS FUNDS", owning 103.00K shares, compromising 0.13% of its total assets.

CVD Equipment Institutional Ownership Trends

Institutional Holdings Trend

Date	Holdings	Change %
31 Mar, 24	12	-42.86%
31 Dec, 23	21	-4.55%
30 Sep, 23	22	-4.35%
30 Jun, 23	23	4.55%
31 Mar, 23	22	22.22%
31 Dec, 22	18	12.50%
30 Sep, 22	16	6.67%
30 Jun, 22	15	15.38%
31 Mar, 22	13	-
31 Dec, 21	13	18.18%
30 Sep, 21	11	10.00%
30 Jun, 21	10	-23.08%
31 Mar, 21	13	8.33%
31 Dec, 20	12	9.09%
30 Sep, 20	11	-15.38%
30 Jun, 20	13	-13.33%
31 Mar, 20	15	-11.76%
31 Dec, 19	17	6.25%
30 Sep, 19	16	-
30 Jun, 19	16	-11.11%
31 Mar, 19	18	-5.26%
31 Dec, 18	19	-20.83%
30 Sep, 18	24	-4.00%
30 Jun, 18	25	-
31 Mar, 18	25	-
31 Dec, 17	25	19.05%
30 Sep, 17	21	-4.55%
30 Jun, 17	22	4.76%
31 Mar, 17	21	-4.55%
31 Dec, 16	22	-8.33%
30 Sep, 16	24	9.09%
30 Jun, 16	22	4.76%
31 Mar, 16	21	-4.55%
31 Dec, 15	22	-4.35%
30 Sep, 15	23	15.00%
30 Jun, 15	20	5.26%
31 Mar, 15	19	5.56%
31 Dec, 14	18	5.88%
30 Sep, 14	17	-19.05%
30 Jun, 14	21	5.00%
31 Mar, 14	20	5.26%
31 Dec, 13	19	-9.52%
30 Sep, 13	21	31.25%
30 Jun, 13	16	166.67%
31 Mar, 13	6	-25.00%
31 Dec, 12	8	-27.27%
30 Sep, 12	11	-
30 Jun, 12	11	10.00%
31 Mar, 12	10	-37.50%
31 Dec, 11	16	77.78%
30 Sep, 11	9	350.00%
30 Jun, 11	2	100.00%
31 Mar, 11	1	-
30 Jun, 10	1	-
30 Sep, 09	2	-
30 Jun, 09	2	-

As of 31 Mar 24, 12 institutions are holding CVD Equipment's shares, representing a decrease of -42.86% compared to the previous quarter.

Shares Outstanding Trend

Date	Shares Outstanding	Change %
31 Mar, 24	1,123,646	-23.91%
31 Dec, 23	1,476,759	-21.07%
30 Sep, 23	1,870,929	-1.88%
30 Jun, 23	1,906,733	0.62%
31 Mar, 23	1,895,020	56.03%
31 Dec, 22	1,214,523	0.41%
30 Sep, 22	1,209,621	-0.43%
30 Jun, 22	1,214,798	1.44%
31 Mar, 22	1,197,563	-2.49%
31 Dec, 21	1,228,192	116.05%
30 Sep, 21	568,464	2.82%
30 Jun, 21	552,853	-9.70%
31 Mar, 21	612,226	16.22%
31 Dec, 20	526,789	-29.80%
30 Sep, 20	750,448	0.54%
30 Jun, 20	746,410	-13.51%
31 Mar, 20	863,020	-6.51%
31 Dec, 19	923,150	0.16%
30 Sep, 19	921,644	-2.26%
30 Jun, 19	942,954	-8.98%
31 Mar, 19	1,036,033	-7.01%
31 Dec, 18	1,114,176	-19.30%
30 Sep, 18	1,380,721	2.18%
30 Jun, 18	1,351,270	-0.83%
31 Mar, 18	1,362,643	-0.52%
31 Dec, 17	1,369,748	7.29%
30 Sep, 17	1,276,651	5.36%
30 Jun, 17	1,211,748	6.44%
31 Mar, 17	1,138,474	0.12%
31 Dec, 16	1,137,055	9.01%
30 Sep, 16	1,043,094	-0.38%
30 Jun, 16	1,047,055	2.78%
31 Mar, 16	1,018,743	1.00%
31 Dec, 15	1,008,702	-81.37%
30 Sep, 15	5,412,946	438.00%
30 Jun, 15	1,006,123	3.69%
31 Mar, 15	970,310	11.25%
31 Dec, 14	872,163	6.84%
30 Sep, 14	816,360	-3.67%
30 Jun, 14	847,453	-7.65%
31 Mar, 14	917,669	30.05%
31 Dec, 13	705,653	74.25%
30 Sep, 13	404,957	11.64%
30 Jun, 13	362,729	23.36%
31 Mar, 13	294,046	3.86%
31 Dec, 12	283,123	-33.80%
30 Sep, 12	427,704	-11.56%
30 Jun, 12	483,583	18.23%
31 Mar, 12	409,017	-50.81%
31 Dec, 11	831,462	68.43%
30 Sep, 11	493,655	1427.63%
30 Jun, 11	32,315	-68.68%
31 Mar, 11	103,190	-
30 Jun, 10	96,231	-
30 Sep, 09	275,150	-4.68%
30 Jun, 09	288,650	-

CVD Equipment (CVV) has 1.12M shares outstanding as of 31 Mar 24, down -23.91% compared to the previous quarter.

Institutional Ownership Trend

Date	Ownership %	Change %
31 Mar, 24	16.46%	3.48%
31 Dec, 23	21.75%	2.86%
30 Sep, 23	27.60%	3.48%
30 Jun, 23	28.15%	3.60%
31 Mar, 23	27.98%	8.60%
31 Dec, 22	18.03%	5.59%
30 Sep, 22	17.96%	5.51%
30 Jun, 22	18.05%	5.69%
31 Mar, 22	17.81%	5.28%
31 Dec, 21	18.37%	25.41%
30 Sep, 21	8.50%	12.43%
30 Jun, 21	8.27%	9.85%
31 Mar, 21	9.16%	14.56%
31 Dec, 20	7.93%	6.21%
30 Sep, 20	11.30%	8.93%
30 Jun, 20	11.25%	6.63%
31 Mar, 20	13.02%	6.58%
31 Dec, 19	14.07%	7.12%
30 Sep, 19	14.06%	6.79%
30 Jun, 19	14.38%	5.73%
31 Mar, 19	15.84%	5.63%
31 Dec, 18	16.78%	3.71%
30 Sep, 18	21.26%	4.90%
30 Jun, 18	20.83%	4.69%
31 Mar, 18	21.07%	4.70%
31 Dec, 17	21.18%	5.29%
30 Sep, 17	20.01%	5.53%
30 Jun, 17	19.02%	5.92%
31 Mar, 17	17.92%	5.48%
31 Dec, 16	18.09%	6.65%
30 Sep, 16	16.50%	5.98%
30 Jun, 16	16.61%	6.18%
31 Mar, 16	16.40%	6.22%
31 Dec, 15	16.23%	0.21%
30 Sep, 15	87.71%	32.99%
30 Jun, 15	16.31%	6.59%
31 Mar, 15	15.73%	7.87%
31 Dec, 14	14.14%	8.00%
30 Sep, 14	13.29%	6.92%
30 Jun, 14	13.86%	6.14%
31 Mar, 14	15.03%	11.13%
31 Dec, 13	11.62%	26.13%
30 Sep, 13	6.67%	18.68%
30 Jun, 13	5.98%	25.35%
31 Mar, 13	4.86%	21.86%
31 Dec, 12	4.71%	9.42%
30 Sep, 12	7.07%	10.86%
30 Jun, 12	8.07%	17.23%
31 Mar, 12	6.84%	2.94%
31 Dec, 11	15.25%	21.34%
30 Sep, 11	8.45%	2198.56%
30 Jun, 11	0.62%	13.53%
31 Mar, 11	2.14%	-
30 Jun, 10	2.01%	-
30 Sep, 09	5.78%	15.72%
30 Jun, 09	6.06%	-

As of 31 Mar 24, CVD Equipment is held by 16.46% institutional shareholders, representing a 3.48% growth compared to 31 Dec 23.

Institutional Increased Positions Trend

Date	Increased Positions	Change %
31 Mar, 24	4	-63.64%
31 Dec, 23	11	120.00%
30 Sep, 23	5	-61.54%
30 Jun, 23	13	-7.14%
31 Mar, 23	14	55.56%
31 Dec, 22	9	12.50%
30 Sep, 22	8	-
30 Jun, 22	8	300.00%
31 Mar, 22	2	-71.43%
31 Dec, 21	7	40.00%
30 Sep, 21	5	25.00%
30 Jun, 21	4	-42.86%
31 Mar, 21	7	-12.50%
31 Dec, 20	8	166.67%
30 Sep, 20	3	50.00%
30 Jun, 20	2	-60.00%
31 Mar, 20	5	-16.67%
31 Dec, 19	6	100.00%
30 Sep, 19	3	50.00%
30 Jun, 19	2	100.00%
31 Mar, 19	1	-66.67%
31 Dec, 18	3	-40.00%
30 Sep, 18	5	-28.57%
30 Jun, 18	7	16.67%
31 Mar, 18	6	-53.85%
31 Dec, 17	13	44.44%
30 Sep, 17	9	12.50%
30 Jun, 17	8	-20.00%
31 Mar, 17	10	-16.67%
31 Dec, 16	12	9.09%
30 Sep, 16	11	83.33%
30 Jun, 16	6	-
31 Mar, 16	6	-
31 Dec, 15	6	-33.33%
30 Sep, 15	9	12.50%
30 Jun, 15	8	-11.11%
31 Mar, 15	9	-
31 Dec, 14	9	125.00%
30 Sep, 14	4	-50.00%
30 Jun, 14	8	-20.00%
31 Mar, 14	10	25.00%
31 Dec, 13	8	-33.33%
30 Sep, 13	12	-20.00%
30 Jun, 13	15	400.00%
31 Mar, 13	3	-
31 Dec, 12	3	-
30 Sep, 12	3	-50.00%
30 Jun, 12	6	-14.29%
31 Mar, 12	7	-50.00%
31 Dec, 11	14	75.00%
30 Sep, 11	8	300.00%
30 Jun, 11	2	100.00%
31 Mar, 11	1	-
30 Jun, 10	1	-
30 Sep, 09	-	-100.00%
30 Jun, 09	2	-

4 institutional shareholders have increased their position in CVV stock as of 31 Mar 24 compared to 11 in the previous quarter (a -63.64% decrease).

Institutional Reduced Positions Trend

Date	Reduced Positions	Change %
31 Mar, 24	1	-75.00%
31 Dec, 23	4	-42.86%
30 Sep, 23	7	40.00%
30 Jun, 23	5	66.67%
31 Mar, 23	3	-50.00%
31 Dec, 22	6	50.00%
30 Sep, 22	4	-
30 Jun, 22	4	-33.33%
31 Mar, 22	6	100.00%
31 Dec, 21	3	50.00%
30 Sep, 21	2	-33.33%
30 Jun, 21	3	200.00%
31 Mar, 21	1	-
31 Dec, 20	-	-100.00%
30 Sep, 20	2	-
30 Jun, 20	2	-33.33%
31 Mar, 20	3	200.00%
31 Dec, 19	1	-83.33%
30 Sep, 19	6	20.00%
30 Jun, 19	5	25.00%
31 Mar, 19	4	-42.86%
31 Dec, 18	7	16.67%
30 Sep, 18	6	-
30 Jun, 18	6	-25.00%
31 Mar, 18	8	100.00%
31 Dec, 17	4	-
30 Sep, 17	4	33.33%
30 Jun, 17	3	-25.00%
31 Mar, 17	4	100.00%
31 Dec, 16	2	-60.00%
30 Sep, 16	5	-28.57%
30 Jun, 16	7	250.00%
31 Mar, 16	2	-60.00%
31 Dec, 15	5	-16.67%
30 Sep, 15	6	20.00%
30 Jun, 15	5	25.00%
31 Mar, 15	4	100.00%
31 Dec, 14	2	-50.00%
30 Sep, 14	4	-
30 Jun, 14	4	300.00%
31 Mar, 14	1	-50.00%
31 Dec, 13	2	-33.33%
30 Sep, 13	3	-
30 Jun, 13	-	-100.00%
31 Mar, 13	2	-
31 Dec, 12	2	-50.00%
30 Sep, 12	4	33.33%
30 Jun, 12	3	-
31 Mar, 12	3	50.00%
31 Dec, 11	2	100.00%
30 Sep, 11	1	-
30 Jun, 11	-	-
31 Mar, 11	-	-
30 Jun, 10	-	-
30 Sep, 09	1	-
30 Jun, 09	-	-

1 institutional shareholders have reduced their position in CVV stock as of 31 Mar 24 compared to 4 in the previous quarter (a -75.00% decrease).

All Institutional Ownership Trend Data

Date	Holdings	Change %	Shares Outstanding	Change %	Ownership %	Change %	Increased Positions	Change %	Reduced Positions	Change %
31 Mar, 24	12	-42.86%	1,123,646	-23.91%	16.46%	3.48%	4	-63.64%	1	-75.00%
31 Dec, 23	21	-4.55%	1,476,759	-21.07%	21.75%	2.86%	11	120.00%	4	-42.86%
30 Sep, 23	22	-4.35%	1,870,929	-1.88%	27.60%	3.48%	5	-61.54%	7	40.00%
30 Jun, 23	23	4.55%	1,906,733	0.62%	28.15%	3.60%	13	-7.14%	5	66.67%
31 Mar, 23	22	22.22%	1,895,020	56.03%	27.98%	8.60%	14	55.56%	3	-50.00%
31 Dec, 22	18	12.50%	1,214,523	0.41%	18.03%	5.59%	9	12.50%	6	50.00%
30 Sep, 22	16	6.67%	1,209,621	-0.43%	17.96%	5.51%	8	-	4	-
30 Jun, 22	15	15.38%	1,214,798	1.44%	18.05%	5.69%	8	300.00%	4	-33.33%
31 Mar, 22	13	-	1,197,563	-2.49%	17.81%	5.28%	2	-71.43%	6	100.00%
31 Dec, 21	13	18.18%	1,228,192	116.05%	18.37%	25.41%	7	40.00%	3	50.00%
30 Sep, 21	11	10.00%	568,464	2.82%	8.50%	12.43%	5	25.00%	2	-33.33%
30 Jun, 21	10	-23.08%	552,853	-9.70%	8.27%	9.85%	4	-42.86%	3	200.00%
31 Mar, 21	13	8.33%	612,226	16.22%	9.16%	14.56%	7	-12.50%	1	-
31 Dec, 20	12	9.09%	526,789	-29.80%	7.93%	6.21%	8	166.67%	-	-100.00%
30 Sep, 20	11	-15.38%	750,448	0.54%	11.30%	8.93%	3	50.00%	2	-
30 Jun, 20	13	-13.33%	746,410	-13.51%	11.25%	6.63%	2	-60.00%	2	-33.33%
31 Mar, 20	15	-11.76%	863,020	-6.51%	13.02%	6.58%	5	-16.67%	3	200.00%
31 Dec, 19	17	6.25%	923,150	0.16%	14.07%	7.12%	6	100.00%	1	-83.33%
30 Sep, 19	16	-	921,644	-2.26%	14.06%	6.79%	3	50.00%	6	20.00%
30 Jun, 19	16	-11.11%	942,954	-8.98%	14.38%	5.73%	2	100.00%	5	25.00%
31 Mar, 19	18	-5.26%	1,036,033	-7.01%	15.84%	5.63%	1	-66.67%	4	-42.86%
31 Dec, 18	19	-20.83%	1,114,176	-19.30%	16.78%	3.71%	3	-40.00%	7	16.67%
30 Sep, 18	24	-4.00%	1,380,721	2.18%	21.26%	4.90%	5	-28.57%	6	-
30 Jun, 18	25	-	1,351,270	-0.83%	20.83%	4.69%	7	16.67%	6	-25.00%
31 Mar, 18	25	-	1,362,643	-0.52%	21.07%	4.70%	6	-53.85%	8	100.00%
31 Dec, 17	25	19.05%	1,369,748	7.29%	21.18%	5.29%	13	44.44%	4	-
30 Sep, 17	21	-4.55%	1,276,651	5.36%	20.01%	5.53%	9	12.50%	4	33.33%
30 Jun, 17	22	4.76%	1,211,748	6.44%	19.02%	5.92%	8	-20.00%	3	-25.00%
31 Mar, 17	21	-4.55%	1,138,474	0.12%	17.92%	5.48%	10	-16.67%	4	100.00%
31 Dec, 16	22	-8.33%	1,137,055	9.01%	18.09%	6.65%	12	9.09%	2	-60.00%
30 Sep, 16	24	9.09%	1,043,094	-0.38%	16.50%	5.98%	11	83.33%	5	-28.57%
30 Jun, 16	22	4.76%	1,047,055	2.78%	16.61%	6.18%	6	-	7	250.00%
31 Mar, 16	21	-4.55%	1,018,743	1.00%	16.40%	6.22%	6	-	2	-60.00%
31 Dec, 15	22	-4.35%	1,008,702	-81.37%	16.23%	0.21%	6	-33.33%	5	-16.67%
30 Sep, 15	23	15.00%	5,412,946	438.00%	87.71%	32.99%	9	12.50%	6	20.00%
30 Jun, 15	20	5.26%	1,006,123	3.69%	16.31%	6.59%	8	-11.11%	5	25.00%
31 Mar, 15	19	5.56%	970,310	11.25%	15.73%	7.87%	9	-	4	100.00%
31 Dec, 14	18	5.88%	872,163	6.84%	14.14%	8.00%	9	125.00%	2	-50.00%
30 Sep, 14	17	-19.05%	816,360	-3.67%	13.29%	6.92%	4	-50.00%	4	-
30 Jun, 14	21	5.00%	847,453	-7.65%	13.86%	6.14%	8	-20.00%	4	300.00%
31 Mar, 14	20	5.26%	917,669	30.05%	15.03%	11.13%	10	25.00%	1	-50.00%
31 Dec, 13	19	-9.52%	705,653	74.25%	11.62%	26.13%	8	-33.33%	2	-33.33%
30 Sep, 13	21	31.25%	404,957	11.64%	6.67%	18.68%	12	-20.00%	3	-
30 Jun, 13	16	166.67%	362,729	23.36%	5.98%	25.35%	15	400.00%	-	-100.00%
31 Mar, 13	6	-25.00%	294,046	3.86%	4.86%	21.86%	3	-	2	-
31 Dec, 12	8	-27.27%	283,123	-33.80%	4.71%	9.42%	3	-	2	-50.00%
30 Sep, 12	11	-	427,704	-11.56%	7.07%	10.86%	3	-50.00%	4	33.33%
30 Jun, 12	11	10.00%	483,583	18.23%	8.07%	17.23%	6	-14.29%	3	-
31 Mar, 12	10	-37.50%	409,017	-50.81%	6.84%	2.94%	7	-50.00%	3	50.00%
31 Dec, 11	16	77.78%	831,462	68.43%	15.25%	21.34%	14	75.00%	2	100.00%
30 Sep, 11	9	350.00%	493,655	1427.63%	8.45%	2198.56%	8	300.00%	1	-
30 Jun, 11	2	100.00%	32,315	-68.68%	0.62%	13.53%	2	100.00%	-	-
31 Mar, 11	1	-	103,190	-	2.14%	-	1	-	-	-
30 Jun, 10	1	-	96,231	-	2.01%	-	1	-	-	-
30 Sep, 09	2	-	275,150	-4.68%	5.78%	15.72%	-	-100.00%	1	-
30 Jun, 09	2	-	288,650	-	6.06%	-	2	-	-	-

CVD Equipment Insider Shareholders Trades

Open Market Insider Trades

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held
Apr 03, 2024	AFRICK ANDREW	10 percent owner	-	P-Purchase	Buy	46,306	$5.07	$234.77K	1,294,388
Apr 03, 2024	AFRICK ANDREW	10 percent owner	-	P-Purchase	Buy	171,248	$4.96	$849.39K	1,248,082
Dec 01, 2023	AFRICK ANDREW	10 percent owner	-	P-Purchase	Buy	53,551	$4.78	$255.97K	1,076,834
Dec 01, 2023	AFRICK ANDREW	10 percent owner	-	P-Purchase	Buy	42,659	$4.51	$192.39K	1,023,283
Nov 17, 2023	AFRICK ANDREW	10 percent owner	-	P-Purchase	Buy	62,000	$5.61	$347.82K	980,624
Nov 17, 2023	AFRICK ANDREW	10 percent owner	-	P-Purchase	Buy	85,837	$5.51	$472.96K	918,624
Aug 23, 2023	AFRICK ANDREW	10 percent owner	-	P-Purchase	Buy	12,195	$7.00	$85.36K	832,787
Aug 23, 2023	AFRICK ANDREW	10 percent owner	-	P-Purchase	Buy	21,707	$6.04	$131.11K	820,592
Aug 23, 2023	AFRICK ANDREW	10 percent owner	-	P-Purchase	Buy	11,008	$6.94	$76.40K	798,885

Open Market Insider Buys

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held
Apr 03, 2024	AFRICK ANDREW	10 percent owner	-	P-Purchase	Buy	46,306	$5.07	$234.77K	1,294,388
Apr 03, 2024	AFRICK ANDREW	10 percent owner	-	P-Purchase	Buy	171,248	$4.96	$849.39K	1,248,082
Dec 01, 2023	AFRICK ANDREW	10 percent owner	-	P-Purchase	Buy	53,551	$4.78	$255.97K	1,076,834
Dec 01, 2023	AFRICK ANDREW	10 percent owner	-	P-Purchase	Buy	42,659	$4.51	$192.39K	1,023,283
Nov 17, 2023	AFRICK ANDREW	10 percent owner	-	P-Purchase	Buy	62,000	$5.61	$347.82K	980,624
Nov 17, 2023	AFRICK ANDREW	10 percent owner	-	P-Purchase	Buy	85,837	$5.51	$472.96K	918,624
Aug 23, 2023	AFRICK ANDREW	10 percent owner	-	P-Purchase	Buy	12,195	$7.00	$85.36K	832,787
Aug 23, 2023	AFRICK ANDREW	10 percent owner	-	P-Purchase	Buy	21,707	$6.04	$131.11K	820,592
Aug 23, 2023	AFRICK ANDREW	10 percent owner	-	P-Purchase	Buy	11,008	$6.94	$76.40K	798,885

Insider Sells

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held	Source
Aug 25, 2023	Lotfi Ashraf Wagih	director	-		Sell	-	-	-	6,336
Jul 24, 2023	Wasser Debra Ann	director	-		Sell	-	-	-	5,831

All Insider Owners Trades

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held
Apr 03, 2024	AFRICK ANDREW	10 percent owner	-	P-Purchase	Buy	46,306	$5.07	$234.77K	1,294,388
Apr 03, 2024	AFRICK ANDREW	10 percent owner	-	P-Purchase	Buy	171,248	$4.96	$849.39K	1,248,082
Dec 01, 2023	AFRICK ANDREW	10 percent owner	-	P-Purchase	Buy	53,551	$4.78	$255.97K	1,076,834
Dec 01, 2023	AFRICK ANDREW	10 percent owner	-	P-Purchase	Buy	42,659	$4.51	$192.39K	1,023,283
Nov 17, 2023	AFRICK ANDREW	10 percent owner	-	P-Purchase	Buy	62,000	$5.61	$347.82K	980,624
Nov 17, 2023	AFRICK ANDREW	10 percent owner	-	P-Purchase	Buy	85,837	$5.51	$472.96K	918,624
Aug 25, 2023	Lotfi Ashraf Wagih	director	-		Sell	-	-	-	6,336
Aug 23, 2023	AFRICK ANDREW	10 percent owner	-	P-Purchase	Buy	12,195	$7.00	$85.36K	832,787
Aug 23, 2023	AFRICK ANDREW	10 percent owner	-	P-Purchase	Buy	21,707	$6.04	$131.11K	820,592
Aug 23, 2023	AFRICK ANDREW	10 percent owner	-	P-Purchase	Buy	11,008	$6.94	$76.40K	798,885
Jul 24, 2023	Wasser Debra Ann	director	-		Sell	-	-	-	5,831
Jul 17, 2023	NIELSEN RAYMOND A	director	-	A-Award	Buy	5,831	-	-	48,046
Jul 17, 2023	NIELSEN RAYMOND A	director	-	A-Award	Buy	2,915	-	-	42,215
Jul 17, 2023	GUNTHER CONRAD J JR	director	-	A-Award	Buy	2,915	-	-	87,393
Jul 17, 2023	BRILL DR ROBERT M	director	-	A-Award	Buy	5,831	-	-	24,531
Jul 17, 2023	BRILL DR ROBERT M	director	-	A-Award	Buy	2,915	-	-	18,700
Jul 17, 2023	Waldman Lawrence	director	-	A-Award	Buy	5,831	-	-	56,746
Jul 17, 2023	Waldman Lawrence	director	-	A-Award	Buy	2,915	-	-	50,915
Jun 01, 2023	Cheesman Warren David	officer	Vice President-Manufacturing	A-Award	Buy	15,000	$14.11	$211.65K	15,000
Jun 01, 2023	COLLINS KEVIN RICHARD	officer	Vice President and GM of SDC	A-Award	Buy	15,000	$14.11	$211.65K	15,000

The last insider sell of CVD Equipment's stock was made by Lotfi Ashraf Wagih on Aug 25 2023, selling - shares at - per share (valued at -). The last insider buy of CVV was made by AFRICK ANDREW on Apr 03 2024, buying 46,306 shares at $5.07 per share (worth $234.77K).

CVD Equipment Insider Ownership Trends

All Insider Trades Trend

Date	Buy	Sell	Buy/Sell Ratio
Q2 2024	2	-	-
Q4 2023	4	-	-
Q3 2023	10	2	500.00%
Q1 2023	8	-	-
Q4 2022	4	1	400.00%
Q3 2022	1	1	100.00%
Q3 2021	5	29	17.24%
Q2 2021	2	16	12.50%
Q1 2021	4	1	400.00%
Q4 2020	1	1	100.00%
Q3 2020	-	1	-
Q2 2020	-	1	-
Q1 2020	4	-	-
Q4 2019	2	3	66.67%
Q3 2019	-	1	-
Q1 2019	10	1	1000.00%
Q4 2018	1	-	-
Q3 2018	2	2	100.00%
Q2 2018	7	2	350.00%
Q1 2018	3	1	300.00%

2 total buy trades, and 0 total sell trades (buy/sell ratio of 0%) were made by CVD Equipment's insiders, as of Q2 2024.

Open Market Insider Trades Trend

Date	Buy	Sell	Buy/Sell Ratio
Q2 2024	2	-	-
Q4 2023	4	-	-
Q3 2023	3	-	-
Q1 2023	2	-	-
Q4 2022	4	-	-
Q3 2022	1	-	-
Q3 2021	1	29	3.45%
Q2 2021	1	15	6.67%
Q1 2021	-	-	-
Q4 2020	-	1	-
Q3 2020	-	1	-
Q2 2020	-	-	-
Q1 2020	-	-	-
Q4 2019	-	2	-
Q3 2019	-	1	-
Q1 2019	-	-	-
Q4 2018	1	-	-
Q3 2018	2	2	100.00%
Q2 2018	-	1	-
Q1 2018	-	-	-

As of Q2 2024, Insider owners conducted 2 open market buy trades and 0 open market sell trades of CVD Equipment's stocks.

CVD Equipment Peer Ownership

Ticker	Company
LXFR	Luxfer Holdings PLC
NPO	EnPro Industries, Inc.
EPAC	Enerpac Tool Group Corp.
HURC	Hurco Companies, Inc.
SXI	Standex International Corporation
OFLX	Omega Flex, Inc.
GHM	Graham Corporation
GRC	The Gorman-Rupp Company
CYD	China Yuchai International Limited
KAI	Kadant Inc.
THR	Thermon Group Holdings, Inc.
IVAC	Intevac, Inc.

CVV Ownership FAQ

Who Owns CVD Equipment?

CVD Equipment is owned by institutional shareholders (16.46%), insiders (24.14%), and public (59.40%). The largest institutional shareholder of CVD Equipment is AMH EQUITY LTD (9.67% of total shares) and the top mutual fund owner is OBERWEIS FUNDS (0.13% of total shares).

Who are the major institutional shareholders of CVD Equipment?

CVD Equipment's major institutional shareholders are AMH EQUITY LTD, VANGUARD GROUP INC, RENAISSANCE TECHNOLOGIES LLC, AMERIPRISE FINANCIAL INC, and GEODE CAPITAL MANAGEMENT, LLC. The top five shareholders own together 18.15% of the company's share outstanding.

How many CVD Equipment shareholders are there?

As of Mar 2024, there are 12 institutional shareholders of CVD Equipment.

What percentage of CVD Equipment is owned by AMH EQUITY LTD?

AMH EQUITY LTD owns 660K shares of CVD Equipment, representing 9.67% of the company's total shares outstanding, valued at $3.11M (as of Mar 2024).

What percentage of CVD Equipment is owned by VANGUARD GROUP INC?

As of Mar 2024, VANGUARD GROUP INC holds 312.23K shares of CVD Equipment (CVV), compromising 4.58% of the company, valued at $1.47M.

What percentage of CVD Equipment is owned by RENAISSANCE TECHNOLOGIES LLC?

RENAISSANCE TECHNOLOGIES LLC is the third largest holder of CVD Equipment. The company owns 133.98K of the company's shares outstanding (worth $631K).