Csm Advisors, LLC NORTH SQUARE INVESTM Transaction History

Csm Advisors, LLC

  • $3.43 Billion
  • Q2 2025
Number of Shares
1,063,362
Previous 1,719,860 38.17%
Holding current value
$13.1 Million
Previous $19.3 Million 31.83%
% of portfolio
0.38%
Previous 1.05%

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
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