NVEE

NV5 Global

Delisted

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

3 hedge funds and large institutions have $818K invested in NV5 Global in 2025 Q3 according to their latest regulatory filings, with 0 funds opening new positions, 0 increasing their positions, 2 reducing their positions, and 229 closing their positions.

New
Increased
Maintained
Reduced
Closed

less ownership

Funds ownership:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

less funds holding in top 10

Funds holding in top 10:

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 229

100% less repeat investments, than reductions

Existing positions increased: 0 | Existing positions reduced: 2

Holders
3
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

No buyers this quarter

Top Sellers

1 -$222M
2 -$90.6M
3 -$85.8M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$66.3M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$53.3M
Name Holding Trade Value Shares
Change
Change in
Stake
PWS
201
Peterson Wealth Services
Utah
Fifth Third Bancorp
202
Fifth Third Bancorp
Ohio
BNP Paribas Asset Management
203
BNP Paribas Asset Management
France
EWA
204
EverSource Wealth Advisors
Alabama
PTC
205
Private Trust Company
Ohio
AA
206
Ancora Advisors
Ohio
MSG
207
Main Street Group
Virginia
PA
208
Parallel Advisors
California
SPIA
209
Steward Partners Investment Advisory
New York
MAFA
210
MJT & Associates Financial Advisory
Minnesota
MPWT
211
MassMutual Private Wealth & Trust
Connecticut
HFS
212
Hantz Financial Services
Michigan
GRP
213
Global Retirement Partners
California
RIL
214
Rothschild Investment LLC
Illinois
Bessemer Group
215
Bessemer Group
New Jersey
AF
216
Allworth Financial
California
Jones Financial Companies
217
Jones Financial Companies
Missouri
VCM
218
Versant Capital Management
Arizona
FDCDDQ
219
Federation des caisses Desjardins du Quebec
Quebec, Canada
PFBT
220
Parkside Financial Bank & Trust
Missouri
MCM
221
MAI Capital Management
Ohio
CT
222
Clearstead Trust
Maine
FMII
223
Farmers & Merchants Investments Inc
Nebraska
BFS
224
Bare Financial Services
Pennsylvania
SS
225
SBI Securities
Japan