Latest Institutional Purchases of Cass Information Systems Inc (CASS)
This list provides information on the latest institutional transactions involving Cass Information Systems Inc (CASS) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
27+ 26.47% |
$1.03K - $1.25K
|
129
$5.34K
|
|
|
Nov 12, 2024
Q3 2024
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
17New |
$650 - $785
|
17
$704
|
|
|
Nov 04, 2024
Q3 2024
|
Jag Capital Management, LLC
|
BUY
|
- |
11+ 0.04% |
$421 - $508
|
25.5K
$1.06M
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
9+ 10.0% |
$344 - $416
|
99
$4.1K
|
|
|
Oct 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
1+ 0.46% |
$38.2 - $46.2
|
219
$9.07K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
13.3KNew |
$527K - $639K
|
13.3K
$549K
|
|
|
Aug 09, 2024
Q2 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
6.26KNew |
$249K - $302K
|
6.26K
$259K
|
|
|
Aug 14, 2024
Q2 2024
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
5.02KNew |
$199K - $242K
|
5.02K
$208K
|
|
|
Aug 14, 2024
Q2 2024
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
3.73K+ 113.02% |
$148K - $180K
|
7.03K
$291K
|
|
|
Aug 14, 2024
Q2 2024
|
Brown Advisory Inc
|
BUY
|
- |
2.27K+ 28.76% |
$90.2K - $110K
|
10.2K
$421K
|
|
|
Aug 09, 2024
Q2 2024
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
1.12KNew |
$44.3K - $53.8K
|
1.12K
$46.2K
|
|
|
Jul 18, 2024
Q2 2024
|
Ellsworth Advisors, LLC
|
BUY
|
- |
930+ 9.41% |
$37K - $44.9K
|
10.8K
$448K
|
|
|
Aug 13, 2024
Q2 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
816+ 10.83% |
$32.4K - $39.4K
|
8.35K
$346K
|
|
|
Aug 13, 2024
Q2 2024
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
708+ 9.84% |
$28.1K - $34.2K
|
7.91K
$327K
|
|
|
Aug 14, 2024
Q2 2024
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
500New |
$19.9K - $24.1K
|
500
$20.7K
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
265+ 176.67% |
$10.5K - $12.8K
|
415
$17.2K
|
|
|
Jul 26, 2024
Q2 2024
|
Clear Street Markets LLC
|
BUY
|
- |
174New |
$6.92K - $8.39K
|
174
$7.21K
|
|
|
Aug 01, 2024
Q2 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
111+ 50.92% |
$4.41K - $5.35K
|
329
$13.6K
|
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
38New |
$1.51K - $1.83K
|
38
$1.57K
|
|
|
Jul 31, 2024
Q2 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
11+ 13.75% |
$437 - $531
|
91
$3.77K
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
7New |
$278 - $338
|
7
$290
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
5+ 9.8% |
$199 - $241
|
56
$2.32K
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
5New |
$199 - $241
|
5
$207
|
|
|
Aug 20, 2024
Q2 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
2+ 1.92% |
$79.5 - $96.5
|
106
$4.39K
|
|
| Q1 2024 | |||||||
|
Apr 17, 2024
Q1 2024
|
Compass Ion Advisors, LLC
|
BUY
|
- |
4.62KNew |
$191K - $224K
|
4.62K
$191K
|
|
|
Apr 17, 2024
Q1 2024
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
4.29KNew |
$178K - $208K
|
4.29K
$178K
|
|
|
May 14, 2024
Q1 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
3.56K+ 34.16% |
$147K - $172K
|
14K
$579K
|
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
2.73K+ 0.33% |
$113K - $132K
|
838K
$34.7M
|
|
|
Apr 12, 2024
Q1 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
100New |
$4.14K - $4.84K
|
100
$4.14K
|
|
|
May 15, 2024
Q1 2024
|
Quarry LP
New York, NY |
BUY
|
- |
84New |
$3.48K - $4.07K
|
84
$3.48K
|
|
|
Apr 12, 2024
Q1 2024
|
First Financial Corp
|
BUY
|
- |
48New |
$1.99K - $2.32K
|
48
$1.99K
|
|
|
May 07, 2024
Q1 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
17New |
$703 - $823
|
17
$704
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
2New |
$82.7 - $96.9
|
2
$82.8
|
|
| Q4 2023 | |||||||
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
10.1KNew |
$362K - $471K
|
10.1K
$420K
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
7.01KNew |
$250K - $326K
|
7.01K
$290K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
5.23KNew |
$187K - $243K
|
5.23K
$217K
|
|
|
Feb 08, 2024
Q4 2023
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
1.71K+ 7.79% |
$61.2K - $79.7K
|
23.7K
$982K
|
|
|
Feb 13, 2024
Q4 2023
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
1.53K+ 12.36% |
$54.7K - $71.2K
|
13.9K
$577K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
60+ 100.0% |
$2.14K - $2.79K
|
120
$4.97K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
12+ 11.88% |
$429 - $558
|
113
$4.68K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
BUY
|
- |
5.83KNew |
$214K - $232K
|
5.83K
$242K
|
|
|
Nov 14, 2023
Q3 2023
|
Public Employees Retirement Association Of Colorado
Denver, CO |
BUY
|
- |
790+ 16.08% |
$29K - $31.4K
|
5.7K
$236K
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
311+ 29.93% |
$11.4K - $12.4K
|
1.35K
$55.9K
|
|
|
Oct 10, 2023
Q3 2023
|
Pacifica Partners Inc.
|
BUY
|
- |
100New |
$3.68K - $3.98K
|
100
$4.14K
|
|
|
Oct 10, 2023
Q3 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
4+ 5.06% |
$147 - $159
|
83
$3.44K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Invenomic Capital Management LP
Boston, MA |
BUY
|
- |
56.5KNew |
$2M - $2.46M
|
56.5K
$2.34M
|
|
|
Jul 14, 2023
Q2 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
2.27K+ 29.93% |
$80.4K - $99K
|
9.86K
$408K
|
|
|
Aug 11, 2023
Q2 2023
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
900+ 12.55% |
$31.9K - $39.2K
|
8.07K
$334K
|
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
7+ 1.13% |
$248 - $305
|
624
$25.8K
|
|
| Q1 2023 | |||||||
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
124KNew |
$5.32M - $6.33M
|
124K
$5.13M
|
|