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Central Valley Comm Bancorp (CVCYUSD)

Q4 2023 vs Q1 2024

Comparing institutional holders between quarters

Quarters

Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
BlackRock Inc.
DECREASED
Shares582,510 from 610,314
Change-27,804 (-5%)
Value$11.6M (-$2.1M)
Filed 2024-05-10
Vanguard Group Inc
INCREASED
Shares543,069 from 539,327
Change+3,742 (+1%)
Value$10.8M (-$1.3M)
Filed 2024-05-10
Ameriprise Financial Inc
INCREASED
Shares334,615 from 334,577
Change+38 (+0%)
Value$6.7M (-$822.3K)
Filed 2024-05-15
Manufacturers Life Insurance Company, the
DECREASED
Shares266,964 from 270,241
Change-3,277 (-1%)
Value$5.3M (-$730.0K)
Filed 2024-05-14
Systematic Financial Management LP
DECREASED
Shares241,930 from 252,915
Change-10,985 (-4%)
Value$4.8M (-$840.7K)
Filed 2024-05-15
Geode Capital Management, LLC
INCREASED
Shares217,320 from 212,780
Change+4,540 (+2%)
Value$4.2M (-$528.8K)
Filed 2024-05-13
Siena Capital Partners GP, LLC
UNCHANGED
Shares147,439 from 147,439
Change0 (0%)
Value$2.9M (-$362.7K)
Filed 2024-05-15
State Street Corp
INCREASED
Shares132,691 from 117,359
Change+15,332 (+13%)
Value$2.6M (+$16.3K)
Filed 2024-05-15
Kennedy Capital Management LLC
NEW
Shares125,556
Change+125,556
Value$2.5M
Filed 2024-05-15
LSV Asset Management
DECREASED
Shares87,700 from 88,300
Change-600 (-1%)
Value$1.7K (-$230)
Filed 2024-05-06
Bridgeway Capital Management, LLC
DECREASED
Shares82,121 from 94,520
Change-12,399 (-13%)
Value$1.6M (-$479.1K)
Filed 2024-05-15
Northern Trust Corp
INCREASED
Shares81,684 from 80,394
Change+1,290 (+2%)
Value$1.6M (-$172.1K)
Filed 2024-05-14
Acadian Asset Management LLC
DECREASED
Shares76,034 from 86,126
Change-10,092 (-12%)
Value$1.5K (-$413)
Filed 2024-05-10
Bank of New York Mellon Corp
DECREASED
Shares69,298 from 71,996
Change-2,698 (-4%)
Value$1.4M (-$230.8K)
Filed 2024-04-25
Renaissance Technologies LLC
INCREASED
Shares61,256 from 59,556
Change+1,700 (+3%)
Value$1.2K (-$113)
Filed 2024-05-13
ClariVest Asset Management LLC
INCREASED
Shares49,042 from 48,931
Change+111 (+0%)
Value$975.4K (-$118.2K)
Filed 2024-05-07
Arrowstreet Capital, Limited Partnership
NEW
Shares45,718
Change+45,718
Value$909
Filed 2024-05-15
Millennium Management LLC
NEW
Shares42,843
Change+42,843
Value$852.1K
Filed 2024-05-15
Invesco Ltd.
NEW
Shares37,422
Change+37,422
Value$744.3K
Filed 2024-05-14
Charles Schwab Investment Management Inc
UNCHANGED
Shares26,843 from 26,843
Change0 (0%)
Value$533.9K (-$66.0K)
Filed 2024-05-09
Old Mission Capital LLC
NEW
Shares25,840
Change+25,840
Value$514.0K
Filed 2024-05-14
Orion Portfolio Solutions, LLC
DECREASED
Shares22,241 from 23,173
Change-932 (-4%)
Value$442.4K (-$59.8K)
Filed 2024-05-09
Orion Porfolio Solutions, LLC
DECREASED
Shares22,241 from 23,173
Change-932 (-4%)
Value$442.4K (-$59.8K)
Filed 2025-07-31
Pinnacle Holdings, LLC
DECREASED
Shares21,906 from 22,156
Change-250 (-1%)
Value$435.7K (-$59.5K)
Filed 2024-05-09
BNP Paribas Financial Markets
INCREASED
Shares21,232 from 16,022
Change+5,210 (+33%)
Value$422.3K (+$64.2K)
Filed 2024-05-01
Susquehanna International Group, LLP
INCREASED
Shares21,081 from 11,686
Change+9,395 (+80%)
Value$419.3K (+$158.1K)
Filed 2024-05-07
Morgan Stanley
DECREASED
Shares21,038 from 26,590
Change-5,552 (-21%)
Value$418.4K (-$175.9K)
Filed 2024-10-17
Caldwell Sutter Capital, Inc.
UNCHANGED
Shares20,043 from 20,043
Change0 (0%)
Value$398.7K (-$49.3K)
Filed 2024-04-19
JPMorgan Chase & Co
INCREASED
Shares18,671 from 10,486
Change+8,185 (+78%)
Value$371.4K (+$137.0K)
Filed 2024-12-26
LPL Financial LLC
UNCHANGED
Shares16,520 from 16,520
Change0 (0%)
Value$328.6K (-$40.6K)
Filed 2024-05-10
Nuveen Asset Management, LLC
UNCHANGED
Shares14,922 from 14,922
Change0 (0%)
Value$296.8K (-$36.7K)
Filed 2024-05-13
Private Wealth Advisors, LLC
INCREASED
Shares14,719 from 14,620
Change+99 (+1%)
Value$292.8K (-$34.0K)
Filed 2024-05-08
Kestra Private Wealth Services, LLC
INCREASED
Shares14,645 from 14,572
Change+73 (+1%)
Value$291.3K (-$34.4K)
Filed 2024-05-02
Two Sigma Advisers, LP
DECREASED
Shares12,400 from 14,600
Change-2,200 (-15%)
Value$246.6K (-$79.7K)
Filed 2024-05-15
Bridgewealth Advisory Group, LLC
UNCHANGED
Shares12,240 from 12,240
Change0 (0%)
Value$243.5K (-$30.1K)
Filed 2024-04-18
Trexquant Investment LP
INCREASED
Shares11,093 from 10,575
Change+518 (+5%)
Value$220.6K (-$15.7K)
Filed 2024-05-14
Rhumbline Advisers
INCREASED
Shares10,987 from 10,478
Change+509 (+5%)
Value$218.5K (-$15.7K)
Filed 2024-05-09
UBS Group AG
DECREASED
Shares10,004 from 10,960
Change-956 (-9%)
Value$199.0K (-$46.0K)
Filed 2024-05-13
Perennial Investment Advisors, LLC
DECREASED
Shares10,001 from 17,011
Change-7,010 (-41%)
Value$198.9K (-$181.3K)
Filed 2024-05-14
Wells Fargo & Company
DECREASED
Shares9,770 from 14,995
Change-5,225 (-35%)
Value$194.3K (-$140.8K)
Filed 2024-05-10
Denali Advisors LLC
UNCHANGED
Shares7,400 from 7,400
Change0 (0%)
Value$147.2K (-$18.2K)
Filed 2024-04-19
Barclays PLC
DECREASED
Shares6,921 from 13,723
Change-6,802 (-50%)
Value$137.7K (-$169.1K)
Filed 2026-03-24
Deutsche Bank Ag\
INCREASED
Shares5,692 from 5,075
Change+617 (+12%)
Value$113.2K (-$212)
Filed 2025-06-02
Bfsg, LLC
UNCHANGED
Shares4,322 from 4,322
Change0 (0%)
Value$86.0K (-$10.6K)
Filed 2024-04-23
MetLife Investment Management, LLC
DECREASED
Shares3,447 from 10,840
Change-7,393 (-68%)
Value$68.6K (-$173.7K)
Filed 2024-05-14
New York State Common Retirement Fund
UNCHANGED
Shares3,383 from 3,383
Change0 (0%)
Value$67.3K (-$8.3K)
Filed 2025-10-08
Allworth Financial LP
UNCHANGED
Shares1,910 from 1,910
Change0 (0%)
Value$38.0K (-$4.7K)
Filed 2024-04-25
Citigroup Inc
INCREASED
Shares1,872 from 1,423
Change+449 (+32%)
Value$37.2K (+$5.4K)
Filed 2024-05-10
Spire Wealth Management
UNCHANGED
Shares1,448 from 1,448
Change0 (0%)
Value$28.8K (-$14)
Filed 2024-04-24
Legal & General Group Plc
UNCHANGED
Shares930 from 930
Change0 (0%)
Value$18.5K (-$2.3K)
Filed 2025-05-29
Ameritas Investment Partners, Inc.
UNCHANGED
Shares825 from 825
Change0 (0%)
Value$16.4K (-$2.0K)
Filed 2024-05-13
FMR LLC
INCREASED
Shares813 from 685
Change+128 (+19%)
Value$16.2K (+$862)
Filed 2026-11-05
NewEdge Advisors, LLC
DECREASED
Shares401 from 553
Change-152 (-27%)
Value$8.0K (-$4.4K)
Filed 2024-05-14
Tower Research Capital LLC (TRC)
DECREASED
Shares340 from 445
Change-105 (-24%)
Value$6.8K (-$3.2K)
Filed 2024-05-15
Amalgamated Bank
DECREASED
Shares337 from 872
Change-535 (-61%)
Value$7 (-$12)
Filed 2024-04-23
Salem Investment Counselors Inc
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$6.0K (-$738)
Filed 2024-04-11
North Star Investment Management Corp.
UNCHANGED
Shares150 from 150
Change0 (0%)
Value$3.0K (-$368)
Filed 2024-04-30
Comerica Bank
DECREASED
Shares75 from 81
Change-6 (-7%)
Value$1.5K (-$318)
Filed 2024-05-16
Russell Investments Group, Ltd.
NEW
Shares63
Change+63
Value$1.3K
Filed 2024-05-08
Osaic Holdings, Inc.
NEW
Shares46
Change+46
Value$915
Filed 2024-05-10
Covestor Ltd
DECREASED
Shares27 from 73
Change-46 (-63%)
Value$1 (-$1)
Filed 2024-05-10
Avior Wealth Management, LLC
NEW
Shares1
Change+1
Value$19
Filed 2024-04-30
Farther Finance Advisors, LLC
NEW
Shares0
Change0
Value$0
Filed 2024-05-14
Fourthstone LLC
CLOSED
Shares0 from 1,150,657
Change-1,150,657 (-100%)
Value$0 (-$25.7M)
Filed 2024-05-14
Dimensional Fund Advisors LP
CLOSED
Shares0 from 540,370
Change-540,370 (-100%)
Value$0 (-$12.1M)
Filed 2024-05-10
Private Management Group Inc
CLOSED
Shares0 from 531,700
Change-531,700 (-100%)
Value$0 (-$11.9M)
Filed 2024-05-08
Hotchkis & Wiley Capital Management LLC
CLOSED
Shares0 from 158,210
Change-158,210 (-100%)
Value$0 (-$3.5M)
Filed 2024-05-14
American Century Companies Inc
CLOSED
Shares0 from 83,200
Change-83,200 (-100%)
Value$0 (-$1.9M)
Filed 2024-05-14
Empowered Funds, LLC
CLOSED
Shares0 from 37,499
Change-37,499 (-100%)
Value$0 (-$838.1K)
Filed 2024-05-07
Bank of America Corp
CLOSED
Shares0 from 17,916
Change-17,916 (-100%)
Value$0 (-$400.4K)
Filed 2025-03-18
Globeflex Capital L P
CLOSED
Shares0 from 14,364
Change-14,364 (-100%)
Value$0 (-$321.0K)
Filed 2024-05-14
Regis Acquisition Inc.
CLOSED
Shares0 from 13,800
Change-13,800 (-100%)
Value$0 (-$308)
Filed 2024-05-14
Sharper & Granite LLC
CLOSED
Shares0 from 10,362
Change-10,362 (-100%)
Value$0 (-$231.6K)
Filed 2024-04-18
Royal Bank of Canada
CLOSED
Shares0 from 9,965
Change-9,965 (-100%)
Value$0 (-$223.0K)
Filed 2024-11-05
Integrated Wealth Concepts LLC
CLOSED
Shares0 from 9,416
Change-9,416 (-100%)
Value$0 (-$210.4K)
Filed 2024-05-15
SG Americas Securities, LLC
CLOSED
Shares0 from 5,427
Change-5,427 (-100%)
Value$0 (-$121)
Filed 2024-05-06
American International Group, Inc.
CLOSED
Shares0 from 4,966
Change-4,966 (-100%)
Value$0 (-$111.0K)
Filed 2024-05-13
Simplex Trading, LLC
CLOSED
Shares0 from 2,196
Change-2,196 (-100%)
Value$0 (-$49)
Filed 2024-04-25
California State Teachers Retirement System
CLOSED
Shares0 from 1,645
Change-1,645 (-100%)
Value$0 (-$36.8K)
Filed 2024-05-16
PNC Financial Services Group, Inc.
CLOSED
Shares0 from 1,600
Change-1,600 (-100%)
Value$0 (-$35.8K)
Filed 2024-05-10
Parallel Advisors, LLC
CLOSED
Shares0 from 1,000
Change-1,000 (-100%)
Value$0 (-$22.4K)
Filed 2024-05-06
Metropolitan Life Insurance Co
CLOSED
Shares0 from 562
Change-562 (-100%)
Value$0 (-$12.6K)
Filed 2024-05-14
Proequities, Inc.
UNCHANGED
Shares0 from 0
Change0
Value$0 ($0)
Filed 2024-05-01
Status
BlackRock Inc.
DECREASED582,510610,314-27,804-5%$13.6M$11.6M-$2.1M2024-05-10
Vanguard Group Inc
INCREASED543,069539,327+3,742+1%$12.1M$10.8M-$1.3M2024-05-10
Ameriprise Financial Inc
INCREASED334,615334,577+38+0%$7.5M$6.7M-$822.3K2024-05-15
Manufacturers Life Insurance Company, the
DECREASED266,964270,241-3,277-1%$6.0M$5.3M-$730.0K2024-05-14
Systematic Financial Management LP
DECREASED241,930252,915-10,985-4%$5.7M$4.8M-$840.7K2024-05-15
Geode Capital Management, LLC
INCREASED217,320212,780+4,540+2%$4.8M$4.2M-$528.8K2024-05-13
Siena Capital Partners GP, LLC
UNCHANGED147,439147,43900%$3.3M$2.9M-$362.7K2024-05-15
State Street Corp
INCREASED132,691117,359+15,332+13%$2.6M$2.6M+$16.3K2024-05-15
Kennedy Capital Management LLC
NEW125,556—+125,556——$2.5M—2024-05-15
LSV Asset Management
DECREASED87,70088,300-600-1%$2.0K$1.7K-$2302024-05-06
Bridgeway Capital Management, LLC
DECREASED82,12194,520-12,399-13%$2.1M$1.6M-$479.1K2024-05-15
Northern Trust Corp
INCREASED81,68480,394+1,290+2%$1.8M$1.6M-$172.1K2024-05-14
Acadian Asset Management LLC
DECREASED76,03486,126-10,092-12%$1.9K$1.5K-$4132024-05-10
Bank of New York Mellon Corp
DECREASED69,29871,996-2,698-4%$1.6M$1.4M-$230.8K2024-04-25
Renaissance Technologies LLC
INCREASED61,25659,556+1,700+3%$1.3K$1.2K-$1132024-05-13
ClariVest Asset Management LLC
INCREASED49,04248,931+111+0%$1.1M$975.4K-$118.2K2024-05-07
Arrowstreet Capital, Limited Partnership
NEW45,718—+45,718——$909—2024-05-15
Millennium Management LLC
NEW42,843—+42,843——$852.1K—2024-05-15
Invesco Ltd.
NEW37,422—+37,422——$744.3K—2024-05-14
Charles Schwab Investment Management Inc
UNCHANGED26,84326,84300%$599.9K$533.9K-$66.0K2024-05-09
Old Mission Capital LLC
NEW25,840—+25,840——$514.0K—2024-05-14
Orion Portfolio Solutions, LLC
DECREASED22,24123,173-932-4%$502.2K$442.4K-$59.8K2024-05-09
Orion Porfolio Solutions, LLC
DECREASED22,24123,173-932-4%$502.2K$442.4K-$59.8K2025-07-31
Pinnacle Holdings, LLC
DECREASED21,90622,156-250-1%$495.2K$435.7K-$59.5K2024-05-09
BNP Paribas Financial Markets
INCREASED21,23216,022+5,210+33%$358.1K$422.3K+$64.2K2024-05-01
Susquehanna International Group, LLP
INCREASED21,08111,686+9,395+80%$261.2K$419.3K+$158.1K2024-05-07
Morgan Stanley
DECREASED21,03826,590-5,552-21%$594.3K$418.4K-$175.9K2024-10-17
Caldwell Sutter Capital, Inc.
UNCHANGED20,04320,04300%$448.0K$398.7K-$49.3K2024-04-19
JPMorgan Chase & Co
INCREASED18,67110,486+8,185+78%$234.4K$371.4K+$137.0K2024-12-26
LPL Financial LLC
UNCHANGED16,52016,52000%$369.2K$328.6K-$40.6K2024-05-10
Nuveen Asset Management, LLC
UNCHANGED14,92214,92200%$333.5K$296.8K-$36.7K2024-05-13
Private Wealth Advisors, LLC
INCREASED14,71914,620+99+1%$326.8K$292.8K-$34.0K2024-05-08
Kestra Private Wealth Services, LLC
INCREASED14,64514,572+73+1%$325.7K$291.3K-$34.4K2024-05-02
Two Sigma Advisers, LP
DECREASED12,40014,600-2,200-15%$326.3K$246.6K-$79.7K2024-05-15
Bridgewealth Advisory Group, LLC
UNCHANGED12,24012,24000%$273.6K$243.5K-$30.1K2024-04-18
Trexquant Investment LP
INCREASED11,09310,575+518+5%$236.4K$220.6K-$15.7K2024-05-14
Rhumbline Advisers
INCREASED10,98710,478+509+5%$234.2K$218.5K-$15.7K2024-05-09
UBS Group AG
DECREASED10,00410,960-956-9%$245.0K$199.0K-$46.0K2024-05-13
Perennial Investment Advisors, LLC
DECREASED10,00117,011-7,010-41%$380.2K$198.9K-$181.3K2024-05-14
Wells Fargo & Company
DECREASED9,77014,995-5,225-35%$335.1K$194.3K-$140.8K2024-05-10
Denali Advisors LLC
UNCHANGED7,4007,40000%$165.4K$147.2K-$18.2K2024-04-19
Barclays PLC
DECREASED6,92113,723-6,802-50%$306.7K$137.7K-$169.1K2026-03-24
Deutsche Bank Ag\
INCREASED5,6925,075+617+12%$113.4K$113.2K-$2122025-06-02
Bfsg, LLC
UNCHANGED4,3224,32200%$96.6K$86.0K-$10.6K2024-04-23
MetLife Investment Management, LLC
DECREASED3,44710,840-7,393-68%$242.3K$68.6K-$173.7K2024-05-14
New York State Common Retirement Fund
UNCHANGED3,3833,38300%$75.6K$67.3K-$8.3K2025-10-08
Allworth Financial LP
UNCHANGED1,9101,91000%$42.7K$38.0K-$4.7K2024-04-25
Citigroup Inc
INCREASED1,8721,423+449+32%$31.8K$37.2K+$5.4K2024-05-10
Spire Wealth Management
UNCHANGED1,4481,44800%$28.8K$28.8K-$142024-04-24
Legal & General Group Plc
UNCHANGED93093000%$20.8K$18.5K-$2.3K2025-05-29
Ameritas Investment Partners, Inc.
UNCHANGED82582500%$18.4K$16.4K-$2.0K2024-05-13
FMR LLC
INCREASED813685+128+19%$15.3K$16.2K+$8622026-11-05
NewEdge Advisors, LLC
DECREASED401553-152-27%$12.4K$8.0K-$4.4K2024-05-14
Tower Research Capital LLC (TRC)
DECREASED340445-105-24%$9.9K$6.8K-$3.2K2024-05-15
Amalgamated Bank
DECREASED337872-535-61%$19$7-$122024-04-23
Salem Investment Counselors Inc
UNCHANGED30030000%$6.7K$6.0K-$7382024-04-11
North Star Investment Management Corp.
UNCHANGED15015000%$3.4K$3.0K-$3682024-04-30
Comerica Bank
DECREASED7581-6-7%$1.8K$1.5K-$3182024-05-16
Russell Investments Group, Ltd.
NEW63—+63——$1.3K—2024-05-08
Osaic Holdings, Inc.
NEW46—+46——$915—2024-05-10
Covestor Ltd
DECREASED2773-46-63%$2$1-$12024-05-10
Avior Wealth Management, LLC
NEW1—+1——$19—2024-04-30
Farther Finance Advisors, LLC
NEW0—0——$0—2024-05-14
Fourthstone LLC
CLOSED01,150,657-1,150,657-100%$25.7M$0-$25.7M2024-05-14
Dimensional Fund Advisors LP
CLOSED0540,370-540,370-100%$12.1M$0-$12.1M2024-05-10
Private Management Group Inc
CLOSED0531,700-531,700-100%$11.9M$0-$11.9M2024-05-08
Hotchkis & Wiley Capital Management LLC
CLOSED0158,210-158,210-100%$3.5M$0-$3.5M2024-05-14
American Century Companies Inc
CLOSED083,200-83,200-100%$1.9M$0-$1.9M2024-05-14
Empowered Funds, LLC
CLOSED037,499-37,499-100%$838.1K$0-$838.1K2024-05-07
Bank of America Corp
CLOSED017,916-17,916-100%$400.4K$0-$400.4K2025-03-18
Globeflex Capital L P
CLOSED014,364-14,364-100%$321.0K$0-$321.0K2024-05-14
Regis Acquisition Inc.
CLOSED013,800-13,800-100%$308$0-$3082024-05-14
Sharper & Granite LLC
CLOSED010,362-10,362-100%$231.6K$0-$231.6K2024-04-18
Royal Bank of Canada
CLOSED09,965-9,965-100%$223.0K$0-$223.0K2024-11-05
Integrated Wealth Concepts LLC
CLOSED09,416-9,416-100%$210.4K$0-$210.4K2024-05-15
SG Americas Securities, LLC
CLOSED05,427-5,427-100%$121$0-$1212024-05-06
American International Group, Inc.
CLOSED04,966-4,966-100%$111.0K$0-$111.0K2024-05-13
Simplex Trading, LLC
CLOSED02,196-2,196-100%$49$0-$492024-04-25
California State Teachers Retirement System
CLOSED01,645-1,645-100%$36.8K$0-$36.8K2024-05-16
PNC Financial Services Group, Inc.
CLOSED01,600-1,600-100%$35.8K$0-$35.8K2024-05-10
Parallel Advisors, LLC
CLOSED01,000-1,000-100%$22.4K$0-$22.4K2024-05-06
Metropolitan Life Insurance Co
CLOSED0562-562-100%$12.6K$0-$12.6K2024-05-14
Proequities, Inc.
UNCHANGED000—$0$0$02024-05-01
Showing 83 of 83 institutions