Institutional shares held 4.06 Million
0 calls
0 puts
Total value of holdings $254M
$0 calls
$0 puts
# of Institutions 100


Latest Institutional Activity in CSM

Top Purchases

Q1 2025
Private Trust CO Na Shares Held: 4.75K ($297K)
Q1 2025
Navis Wealth Advisors, LLC Shares Held: 12.4K ($774K)
Q1 2025
Synergy Investment Management, LLC Shares Held: 92 ($5.75K)
Q1 2025
S.A. Mason LLC Shares Held: 619 ($38.7K)
Q4 2024
Raymond James Financial Inc Shares Held: 51K ($3.19M)

Top Sells

Q1 2025
Legacy Private Trust Co. Shares Held: 78.1K ($4.89M)
Q1 2025
Waterfront Wealth Inc. Shares Held: 101K ($6.32M)
Q1 2025
Onyx Bridge Wealth Group LLC Shares Held: 121K ($7.55M)
Q1 2025
Mutual Advisors, LLC Shares Held: 53.1K ($3.32M)
Q1 2025
Cambridge Investment Research Advisors, Inc. Shares Held: 38.9K ($2.43M)

About CSM

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