Latest Institutional Transactions on Meta Financial Group Inc (CASH)
This table provides information on the latest institutional transactions involving Meta Financial Group Inc (CASH) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-237- 7.07% |
$16.6K - $19.3K
|
3.12K
$261K
|
|
May 06, 2025
Q1 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
164+ 37.02% |
$11.5K - $13.4K
|
607
$50.8K
|
|
May 05, 2025
Q1 2025
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
442+ 15.47% |
$30.9K - $36K
|
3.3K
$276K
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
BUY
|
- |
10+ 0.13% |
$699 - $815
|
7.45K
$624K
|
|
May 05, 2025
Q1 2025
|
Foundry Partners, LLC
|
BUY
|
- |
2.39K+ 1.37% |
$167K - $195K
|
177K
$14.8M
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
5.85KNew |
$409K - $477K
|
5.85K
$490K
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 02, 2025
Q1 2025
|
Victory Capital Management Inc
|
SELL
|
- |
-1.04K- 2.49% |
$72.5K - $84.6K
|
40.7K
$3.41M
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
18New |
$1.26K - $1.47K
|
18
$1.51K
|
|
May 01, 2025
Q1 2025
|
Arizona State Retirement System
|
SELL
|
- |
-352- 4.86% |
$24.6K - $28.7K
|
6.9K
$578K
|
|
May 01, 2025
Q1 2025
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-291- 7.73% |
$20.4K - $23.7K
|
3.47K
$291K
|
|
May 01, 2025
Q1 2025
|
New York State Common Retirement Fund
|
SELL
|
- |
-267- 0.84% |
$18.7K - $21.8K
|
31.4K
$2.63M
|
|
May 01, 2025
Q1 2025
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-800- 6.67% |
$56K - $65.2K
|
11.2K
$938K
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
105+ 15.86% |
$7.34K - $8.56K
|
767
$64.2K
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
SELL
|
- |
-29- 51.79% |
$2.03K - $2.36K
|
27
$2.26K
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.09K+ 12.13% |
$76.5K - $89.2K
|
10.1K
$847K
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
4New |
$280 - $326
|
4
$335
|
|
Apr 30, 2025
Q1 2025
|
Xponance, Inc.
|
SELL
|
- |
-264- 6.34% |
$18.5K - $21.5K
|
3.9K
$327K
|
|
Apr 30, 2025
Q1 2025
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-290- 5.5% |
$20.3K - $23.6K
|
4.98K
$417K
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
3.22KNew |
$225K - $262K
|
3.22K
$269K
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
13.3K+ 73.37% |
$927K - $1.08M
|
31.3K
$2.62M
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
48New |
$3.36K - $3.91K
|
48
$4.02K
|
|
Apr 28, 2025
Q1 2025
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-400- 6.82% |
$28K - $32.6K
|
5.46K
$457K
|
|
Apr 28, 2025
Q1 2025
|
Sippican Capital Advisors
|
SELL
|
- |
-100- 0.45% |
$6.99K - $8.15K
|
22K
$1.84M
|
|
Apr 28, 2025
Q1 2025
|
Moody Aldrich Partners LLC
|
SELL
|
- |
-2.05K- 1.48% |
$144K - $167K
|
136K
$11.4M
|
|
Apr 28, 2025
Q1 2025
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-1.88K- 1.56% |
$132K - $153K
|
119K
$9.95M
|
|
Apr 28, 2025
Q1 2025
|
Teacher Retirement System Of Texas
Austin, TX |
SELL
|
- |
-30.9K- 68.06% |
$2.16M - $2.52M
|
14.5K
$1.22M
|
|
Apr 28, 2025
Q1 2025
|
Meritage Portfolio Management
|
SELL
|
- |
-230- 3.89% |
$16.1K - $18.8K
|
5.68K
$475K
|
|
Apr 25, 2025
Q1 2025
|
New York State Teachers Retirement System
|
SELL
|
- |
-3.09K- 10.47% |
$216K - $252K
|
26.4K
$2.21M
|
|
Apr 25, 2025
Q1 2025
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-406- 5.6% |
$28.4K - $33.1K
|
6.85K
$573K
|
|
Apr 24, 2025
Q1 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
71.5K+ 1023.9% |
$5M - $5.83M
|
78.4K
$6.57M
|
|
Apr 24, 2025
Q1 2025
|
Illinois Municipal Retirement Fund
|
SELL
|
- |
-37- 0.27% |
$2.59K - $3.02K
|
13.5K
$1.13M
|
|
Apr 24, 2025
Q1 2025
|
Diversified Trust CO
|
BUY
|
- |
166+ 1.86% |
$11.6K - $13.5K
|
9.1K
$762K
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-56- 54.9% |
$3.92K - $4.57K
|
46
$3.85K
|
|
Apr 23, 2025
Q1 2025
|
Austin Asset Management CO Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
53New |
$3.71K - $4.32K
|
53
$4.44K
|
|
Apr 21, 2025
Q1 2025
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-956- 6.75% |
$66.9K - $78K
|
13.2K
$1.11M
|
|
Apr 21, 2025
Q1 2025
|
Putney Financial Group LLC
San Rafael, CA |
SELL
|
- |
-26.5K- 6.04% |
$1.85M - $2.16M
|
411K
$34.5M
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
3KNew |
$210K - $245K
|
3K
$252K
|
|
Apr 16, 2025
Q1 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
486New |
$34K - $39.6K
|
486
$40.7K
|
|
Apr 16, 2025
Q1 2025
|
Paragon Capital Management LTD
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
81+ 311.54% |
$5.67K - $6.6K
|
107
$8.96K
|
|
Apr 15, 2025
Q1 2025
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-127K- 86.24% |
$8.91M - $10.4M
|
20.3K
$1.7M
|
|
Apr 15, 2025
Q1 2025
|
Summer Haven Investment Management, LLC
|
BUY
|
- |
181+ 1.38% |
$12.7K - $14.8K
|
13.3K
$1.11M
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
7.84KNew |
$549K - $640K
|
7.84K
$657K
|
|
Apr 14, 2025
Q1 2025
|
Wedge Capital Management L L P
|
BUY
|
- |
2.04K+ 16.3% |
$142K - $166K
|
14.5K
$1.22M
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
196New |
$13.7K - $16K
|
196
$16.4K
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
3.24KNew |
$226K - $264K
|
3.24K
$271K
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
BUY
|
- |
19+ 27.54% |
$1.33K - $1.55K
|
88
$7.37K
|
|
Apr 14, 2025
Q1 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-614- 6.51% |
$42.9K - $50.1K
|
8.82K
$739K
|