Institutional Ownership Meta Financial Group Inc (CASH)
This table provides information about the institutional ownership of Meta Financial Group Inc (CASH). We have compiled data on the 264 institutions that hold shares in the stock, with a total of 20.6 Million shares, which have been reported (via 13F filing form) to have a value of $1.67 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jones Financial Companies Lllp
|
May 16, 2025 Q1 2025 |
195
shares
|
$15,738
0.0% of portfolio
|
Q1 2025
Added 680.0%
|
|
|
Covestor LTD
Boston, MA |
May 12, 2025 Q1 2025 |
172
shares
|
$13,882
0.01% of portfolio
|
Q1 2025
Reduced 7.53%
|
|
|
Versant Capital Management, Inc
|
Apr 03, 2025 Q1 2025 |
150
shares
|
$12,106
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Fifth Third Bancorp
|
Apr 15, 2025 Q1 2025 |
107
shares
|
$8,635
0.0% of portfolio
|
Q1 2025
Added 311.54%
|
|
|
Umb Bank, N.A.
|
Apr 14, 2025 Q1 2025 |
88
shares
|
$7,102
0.0% of portfolio
|
Q1 2025
Added 27.54%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
May 01, 2025 Q1 2025 |
83
shares
|
$6,698
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Massmutual Trust CO Fsb
|
Apr 01, 2025 Q1 2025 |
82
shares
|
$6,618
0.0% of portfolio
|
Q1 2024
Added 134.29%
|
|
|
Svb Wealth LLC
Boston, MA |
May 14, 2025 Q1 2025 |
70
shares
|
$5,649
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
May 15, 2025 Q1 2025 |
60
shares
|
$4,842
0.0% of portfolio
|
Q1 2024
Reduced 14.29%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Apr 15, 2025 Q1 2025 |
57
shares
|
$4,600
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
53
shares
|
$4,277
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Td Private Client Wealth LLC
New York, NY |
Apr 29, 2025 Q1 2025 |
48
shares
|
$3,874
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
47
shares
|
$3,793
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Apr 23, 2025 Q1 2025 |
46
shares
|
$3,712
0.0% of portfolio
|
Q1 2025
Reduced 54.9%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
43
shares
|
$3,470
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
May 13, 2025 Q1 2025 |
37
shares
|
$2,986
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
35
shares
|
$2,824
0.0% of portfolio
|
Q1 2025
Added 75.0%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
May 13, 2025 Q1 2025 |
28
shares
|
$2,259
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bogart Wealth, LLC
|
May 01, 2025 Q1 2025 |
27
shares
|
$2,179
0.0% of portfolio
|
Q1 2025
Reduced 51.79%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
May 13, 2025 Q1 2025 |
23
shares
|
$1,856
0.0% of portfolio
|
Q3 2023
Reduced 28.13%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
21
shares
|
$1,694
0.0% of portfolio
|
Q3 2024
Reduced 90.28%
|
|
|
Cullen/Frost Bankers, Inc.
|
May 02, 2025 Q1 2025 |
18
shares
|
$1,452
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
May 13, 2025 Q1 2025 |
17
shares
|
$1,372
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
May 13, 2025 Q1 2025 |
12
shares
|
$968
0.0% of portfolio
|
Q1 2025
Reduced 90.84%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
May 01, 2025 Q1 2025 |
4
shares
|
$322
0.0% of portfolio
|
Q1 2025
New holding
|