NVEE

NV5 Global
NVEE

Overview Fund Activity
Delisted

NVEE was delisted on the 1st of August, 2025.

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204 hedge funds and large institutions have $1.42B invested in NV5 Global in 2023 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 64 increasing their positions, 72 reducing their positions, and 21 closing their positions.

Holders
204
Holders Change
+10
Holders Change %
+5.15%
% of All Funds
2.99%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
33
Increased
64
Reduced
72
Closed
21
Calls
$189K
Puts
–
Net Calls
+$189K
Net Calls Change
-$176K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$124M
2
T. Rowe Price Investment Management
2
T. Rowe Price Investment Management
Maryland
$24.6M
3
NTCM
3
Nine Ten Capital Management
Illinois
$17.9M
4
TCM
4
Tributary Capital Management
Nebraska
$13.9M
5
BlackRock
5
BlackRock
New York
$246M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$12.9M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$34.8M
3
Nuveen Asset Management
3
Nuveen Asset Management
Illinois
$5.83M
4
Citadel Advisors
4
Citadel Advisors
Florida
$1.75M
5
ACM
5
Ashford Capital Management
Delaware
$15M
Name Market Value Shares Shares
Change 		Shares
Change %
UB
176
UMB Bank
Missouri
$12.1K 109 +109 New
PA
177
Parallel Advisors
California
$11.1K 100 -15 -13%
CLOS
178
Compagnie Lombard Odier SCmA
Switzerland
$9.45K 85 – –
MSG
179
Main Street Group
Virginia
$7.33K 66 +66 New
PTC
180
Private Trust Company
Ohio
$5.22K 47 +47 New
IA
181
IFP Advisors
Florida
$4.67K 42 +42 New
BCM
182
Blume Capital Management
California
$4.45K 40 – –
PA
183
PSI Advisors
Florida
$4.45K 40 – –
Fifth Third Bancorp
184
Fifth Third Bancorp
Ohio
$4.22K 38 -21 -36%
SWS
185
SYSTM Wealth Solutions
Illinois
$4K 36 +36 New
SPIA
186
Steward Partners Investment Advisory
New York
$4K 36 – –
NMM
187
Naples Money Management
Florida
$2.11K 19 +19 New
BIA
188
Bell Investment Advisors
California
$1.67K 15 +5 +50%
ASN
189
Advisory Services Network
Georgia
$1.67K 15 +15 New
GI
190
GAMMA Investing
California
$1.36K 13 +13 New
LC
191
Lindbrook Capital
California
$1.22K 11 +1 +10%
Bessemer Group
192
Bessemer Group
New Jersey
$1K 13 – –
FMII
193
Farmers & Merchants Investments Inc
Nebraska
$1K 9 – –
PFBT
194
Parkside Financial Bank & Trust
Missouri
$667 6 -11 -65%
S
195
SignatureFD
Georgia
$667 6 +6 New
JWA
196
JFS Wealth Advisors
Pennsylvania
$556 5 +3 +150%
EWA
197
EverSource Wealth Advisors
Alabama
$556 5 +5 New
FFA
198
Farther Finance Advisors
California
$556 5 +5 New
BF
199
BOK Financial
Oklahoma
$555 5 +5 New
AWM
200
Abound Wealth Management
Tennessee
$334 3 – –
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