Csm Advisors, LLC NORTH SQUARE INVESTM Transaction History

Csm Advisors, LLC

  • $3.58 Billion
  • Q3 2025
Number of Shares
1,063,362
Previous 1,063,362 -0.0%
Holding current value
$14.5 Million
Previous $13.1 Million 10.36%
% of portfolio
0.41%
Previous 0.38%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 07, 2025
SELL
N/A
-656,498 Reduced 38.17%
1,063,362 $13.1 Million
Q4 2024

Feb 14, 2025
SELL
N/A
-818,981 Reduced 47.62%
900,879 $10.6 Million
Q4 2024

Feb 14, 2025
BUY
N/A
845,105 Added 96.61%
1,719,860 $20.3 Million
Q3 2024

Nov 14, 2024
BUY
N/A
874,755 New
874,755 $9.83 Million
Track This Portfolio

Track Csm Advisors, LLC Portfolio

Follow Csm Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Csm Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Csm Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email