Ticker: CVY CUSIP: 46137Y500 Class: ZACKS MULT AST
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| Kestra Advisory Services, LLC | 1,994 | $53 |
| Legacy Wealth Managment, LLC/ID | 243 | $7 |
| Jessup Wealth Management, Inc | 240 | $6 |
| CoreCap Advisors, LLC | 100 | $3 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 42 | $1 |
| Motiv8 Investments LLC | 250 | $0 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| LPL Financial LLC | 68,060 | 81,303 | +13,243 (+19.5%) |
| MORGAN STANLEY | 138,059 | 144,894 | +6,835 (+5.0%) |
| HBK Sorce Advisory LLC | 100,245 | 101,643 | +1,398 (+1.4%) |
| HARBOUR INVESTMENTS, INC. | 1,132 | 1,655 | +523 (+46.2%) |
| COMERICA BANK | 5,586 | 5,719 | +133 (+2.4%) |
| FMR LLC | 3,041 | 3,162 | +121 (+4.0%) |
| UBS Group AG | 2,364 | 2,432 | +68 (+2.9%) |
| Financial Perspectives, Inc | 426 | 431 | +5 (+1.2%) |
| ST GERMAIN D J CO INC | 164 | 166 | +2 (+1.2%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 27,201 | 21,169 | -6,032 (-22.2%) |
| CITADEL ADVISORS LLC | 12,739 | 9,189 | -3,550 (-27.9%) |
| JONES FINANCIAL COMPANIES LLLP | 2,025 | 246 | -1,779 (-87.9%) |
| WELLS FARGO & COMPANY/MN | 27,530 | 26,490 | -1,040 (-3.8%) |
| OSAIC HOLDINGS, INC. | 18,039 | 17,197 | -842 (-4.7%) |
| RAYMOND JAMES FINANCIAL INC | 33,174 | 32,506 | -668 (-2.0%) |
| COMMONWEALTH EQUITY SERVICES, LLC | 89,064 | 87,896 | -1,168 (-1.3%) |
| JPMORGAN CHASE & CO | 1,066 | 873 | -193 (-18.1%) |
| Cambridge Investment Research Advisors, Inc. | 83,248 | 49,803 | -33,445 (-40.2%) |
| EverSource Wealth Advisors, LLC | 1,040 | 1,012 | -28 (-2.7%) |
| CX Institutional | 530 | 522 | -8 (-1.5%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| JANE STREET GROUP, LLC | 9,183 | $246 |