Institutional Owners for CVBF
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | COM | 301 | $98,655 | 5,530 | 0.00 | 5,530 | +Inf | 03-31-2024 | |
| BOLLARD GROUP LLC | COM | 302 | $92,000 | 5,516 | 0.00 | 0.01 | 83 | 1.53 | 03-31-2023 |
| CALDWELL SUTTER CAPITAL INC | COM | 303 | $90,413 | 5,068 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| GRADIENT INVESTMENTS LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
