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Disclosery

CVSA COVISTA INC

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COM (common), issuer CIK 730464

306 managers (310 13F filers) reported a position in CVSA shares at 2024-12-31, 35,326,630 shares in all. 52 filers opened a position and 24 filers sold out during the quarter.

Managers
306
13F filers
310
New
52
Added
109
Reduced
98
Sold out
24
Shares held by filers
35,326,630

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

The latest Form 4 transactions, non-derivative.
OwnerDateSharesPriceFiling
Beard, Stephen W.officer (Chairman & CEO)2026-10-09-4,667 S$130.769Form 4
Beard, Stephen W.officer (Chairman & CEO)2026-10-08-3,639 S$130.369Form 4

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
NewEdge Wealth, LLC3,726$339K0.01%new13F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC3,722$338K<0.01%+12713F-HRTimelineGroup
Harvest Fund Management Co., Ltdin group Harvest Fund Management Co., …3,661$333K0.02%+2,03713F-HRTimelineGroup
Triumph Capital Management3,661$333K0.11%new13F-HRTimeline
Aristides Capital LLC3,659$332K0.1%new13F-HRTimeline
GHE, LLC3,595$327K0.13%-16013F-HR/ATimeline
Creative Planningin group Creative Planning3,548$322K<0.01%new13F-HRTimelineGroup
CIBC WORLD MARKETS CORP3,508$319K<0.01%new13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\3,285$298K<0.01%+15113F-HRTimelineGroup
Quantinno Capital Management LP3,224$293K<0.01%+16513F-HRTimeline
Verition Fund Management LLC3,059$278K<0.01%-11,68413F-HRTimeline
Y-Intercept (Hong Kong) Ltd2,998$272K0.02%new13F-HRTimeline
OAK FAMILY ADVISORS, LLC2,982$271K0.11%-18,46913F-HRTimeline
XPONANCE LLC2,889$262K<0.01%new13F-HRTimeline
Jump Financial, LLCin group Jump Financial, LLC2,885$262K0.01%-3,41713F-HRTimelineGroup
Crossmark Global Holdings, Inc.2,892$262K<0.01%-1613F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management2,800$254K0.01%new13F-HRTimelineGroup
Centiva Capital, LP2,711$246K0.01%-9,96713F-HRTimeline
Net Worth Advisory Group2,665$242K0.07%-10613F-HRTimeline
Invst, LLC2,652$241K0.03%-6713F-HRTimeline
Trust Investment Advisors2,604$237K0.15%new13F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC2,579$234K0.01%new13F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC2,577$234K<0.01%new13F-HRTimelineGroup
Gallacher Capital Management LLC2,572$234K0.12%new13F-HRTimeline
CHOREO, LLC2,552$230K<0.01%-35513F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.2,404$218K<0.01%new13F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…2,366$215K<0.01%-10,89413F-HRTimelineGroup
NDVR, Inc.2,324$211K0.2%new13F-HRTimeline
CANADA PENSION PLAN INVESTMENT BOARD2,300$209K<0.01%-36,70013F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.2,207$201K<0.01%new13F-HRTimelineGroup
New Age Alpha Advisors, LLC1,961$178K0.01%new13F-HR/ATimeline
Bayforest Capital Ltd1,932$176K0.22%13F-HRTimeline
KBC Group NVin group KBC Group NV1,654$150K<0.01%+40013F-HRTimelineGroup
AlphaQuest LLC1,578$143K0.02%-12,62613F-HRTimeline
FEDERATED HERMES, INC.in group FEDERATED HERMES, INC.1,497$136K<0.01%+23113F-HRTimelineGroup
GAMMA Investing LLC1,464$133K0.01%+17713F-HRTimeline
SIGNATUREFD, LLC1,037$94.2K<0.01%013F-HRTimeline
Point72 Asia (Singapore) Pte. Ltd.1,037$94.2K0.02%-3,36713F-HRTimeline
DekaBank Deutsche Girozentrale1,022$92K<0.01%013F-HRTimeline
Sterling Capital Management LLC971$88.2K<0.01%+86013F-HRTimeline
Smartleaf Asset Management LLC956$86.2K0.01%+63413F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.885$83.6K<0.01%-9613F-HRTimelineGroup
Daiwa Securities Group Inc.in group Daiwa Securities Group Inc.905$82K<0.01%-10513F-HRTimelineGroup
NISA INVESTMENT ADVISORS, LLC843$76.6K<0.01%+4513F-HRTimeline
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF O…840$76.3K<0.01%-6513F-HRTimeline
Parkside Financial Bank & Trust792$72K0.01%+77613F-HRTimeline
R Squared Ltd770$70K0.07%13F-HRTimeline
GLOBEFLEX CAPITAL L P763$69.3K0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC748$68K<0.01%+4613F-HRTimelineGroup
Steward Partners Investment Advisory, L…678$61.6K<0.01%013F-HRTimeline
FULLER & THALER ASSET MANAGEMENT, INC.567$51.5K<0.01%-8013F-HRTimeline
Covestor Ltd537$49K0.03%+2213F-HRTimeline
QUADRANT CAPITAL GROUP LLC486$44.2K<0.01%013F-HRTimeline
Center for Financial Planning, Inc.354$32.2K<0.01%-1,55613F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…291$26.4K<0.01%-9213F-HRTimelineGroup
USA FINANCIAL FORMULAS282$25.6K<0.01%new13F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC219$20K<0.01%+6713F-HRTimelineGroup
GHP Investment Advisors, Inc.220$20K<0.01%013F-HRTimeline
Caitong International Asset Management …219$19.9K0.02%13F-HR/ATimeline
VALLEY NATIONAL ADVISERS INC217$19K<0.01%new13F-HRTimeline
LGT Financial Advisors LLC186$16.9K0.04%013F-HRTimeline
Allworth Financial LP167$16.6K<0.01%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…183$16.6K<0.01%-11213F-HRTimelineGroup
J.Safra Asset Management Corp182$16.4K<0.01%+2013F-HRTimeline
Quarry LP170$15.4K<0.01%-20713F-HRTimeline
Parallel Advisors, LLC153$13.9K<0.01%-7513F-HRTimeline
Promethos Capital, LLC150$13.6K<0.01%013F-HRTimeline
Smithfield Trust Co145$13K<0.01%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC132$12K<0.01%013F-HRTimeline
Versant Capital Management, Inc123$11.2K<0.01%+8313F-HRTimeline
MATHER GROUP, LLC.118$10.7K<0.01%-1513F-HRTimeline
Truvestments Capital LLC118$10.7K<0.01%013F-HRTimeline
UMB Bank, n.a.91$8.27K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Lindbrook Capital, LLC88$8K<0.01%+413F-HRTimeline
MAI Capital Management75$6.81K<0.01%new13F-HRTimeline
Wilmington Savings Fund Society, FSB71$6.45K<0.01%013F-HRTimeline
GROUP ONE TRADING LLC61$5.54K<0.01%-1713F-HR/ATimeline
ROTHSCHILD INVESTMENT LLC50$4.54K<0.01%+2013F-HRTimeline
JFS WEALTH ADVISORS, LLC47$4.27K<0.01%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB45$4.09K<0.01%013F-HRTimeline
SBI Securities Co., Ltd.41$3.73K<0.01%13F-HRTimeline
Hemington Wealth Management43$3K<0.01%+1113F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…28$2.54K<0.01%013F-HRTimelineGroup
Manchester Capital Management LLC22$2K<0.01%013F-HRTimeline
Bell Investment Advisors, Inc20$1.82K<0.01%-613F-HRTimeline
True Wealth Design, LLC17$1.54K<0.01%013F-HRTimeline
SIERRA OCEAN, LLC13$1.18K<0.01%13F-HRTimeline
PICTON MAHONEY ASSET MANAGEMENT16$1K<0.01%013F-HR/ATimeline
DiNuzzo Private Wealth, Inc.11$1K<0.01%013F-HRTimeline
Global Retirement Partners, LLC10$909<0.01%+213F-HRTimeline
CVA Family Office, LLC10$909<0.01%013F-HRTimeline
WR Wealth Planners, LLC10$909<0.01%013F-HRTimeline
SJS Investment Consulting Inc.9$818<0.01%-213F-HRTimeline
Skandinaviska Enskilda Banken AB (publ)9$811<0.01%013F-HRTimeline
Bruce G. Allen Investments, LLC8$727<0.01%new13F-HRTimeline
Riggs Asset Managment Co. Inc.8$722<0.01%013F-HRTimeline
Farther Finance Advisors, LLC7$636<0.01%013F-HRTimeline
Sachetta, LLC32$615<0.01%new13F-HRTimeline
Larson Financial Group LLC5$454<0.01%013F-HRTimeline
Abound Wealth Management4$364<0.01%013F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK4$363<0.01%013F-HRTimelineGroup
Global Financial Private Client, LLC3$273<0.01%new13F-HRTimeline
IFP Advisors, Inc2$182<0.01%new13F-HRTimeline
Parkworth Wealth Management, Inc.2$182<0.01%13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
Erste Asset Management GmbHin group Erste Asset Management GmbH0$00%013F-HRTimelineGroupValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.

Events

  • Beard, Stephen W. sold 8,306 CVSA shares between 2026-10-08 and 2026-10-09, Form 4 filed 2026-10-09. 0000730464-26-000057

    Accepted , ingested