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 10, 2025
Q3 2025
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
98New |
$3.85K - $4.53K
|
98
$4.05K
|
|
|
Nov 13, 2025
Q3 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
62New |
$2.44K - $2.86K
|
62
$2.56K
|
|
|
Nov 12, 2025
Q3 2025
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
43+ 53.09% |
$1.69K - $1.99K
|
124
$5.12K
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
BUY
|
- |
42+ 71.19% |
$1.65K - $1.94K
|
101
$4.17K
|
|
|
Nov 12, 2025
Q3 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
33+ 6.42% |
$1.3K - $1.52K
|
547
$22.6K
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
26New |
$1.02K - $1.2K
|
26
$1.07K
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
21+ 233.33% |
$826 - $970
|
30
$1.24K
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
21+ 12.35% |
$826 - $970
|
191
$7.89K
|
|
|
Nov 07, 2025
Q3 2025
|
Bnp Paribas Asset Management Holding S.A.
|
BUY
|
- |
17+ 11.04% |
$669 - $785
|
171
$7.06K
|
|
|
Nov 14, 2025
Q3 2025
|
Larson Financial Group LLC
|
BUY
|
- |
11New |
$433 - $508
|
11
$454
|
|
|
Nov 10, 2025
Q3 2025
|
Jag Capital Management, LLC
|
BUY
|
- |
11+ 0.04% |
$433 - $508
|
25.6K
$1.06M
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
11+ 68.75% |
$433 - $508
|
27
$1.11K
|
|
|
Nov 19, 2025
Q3 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
8New |
$315 - $370
|
8
$330
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
8+ 14.29% |
$315 - $370
|
64
$2.64K
|
|
|
Oct 21, 2025
Q3 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
7+ 21.21% |
$275 - $323
|
40
$1.65K
|
|
|
Nov 14, 2025
Q3 2025
|
California State Teachers Retirement System
West Sacramento, CA |
BUY
|
- |
1+ 0.01% |
$39.3 - $46.2
|
11.9K
$493K
|
|
|
Nov 07, 2025
Q3 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
1+ 4.0% |
$39.3 - $46.2
|
26
$1.07K
|
|
| Q2 2025 | |||||||
|
Aug 13, 2025
Q2 2025
|
Gabelli Funds LLC
Rye, NY |
BUY
|
- |
71KNew |
$2.78M - $3.14M
|
71K
$2.93M
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
44.6K+ 37816.1% |
$1.75M - $1.97M
|
44.7K
$1.85M
|
|
|
Aug 13, 2025
Q2 2025
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
BUY
|
- |
12.2K+ 13.6% |
$478K - $539K
|
102K
$4.21M
|
|
|
Aug 12, 2025
Q2 2025
|
Inceptionr LLC
Lafayette, CA |
BUY
|
- |
6.55KNew |
$257K - $290K
|
6.55K
$270K
|
|
|
Jul 11, 2025
Q2 2025
|
Compass Ion Advisors, LLC
|
BUY
|
- |
4.62KNew |
$181K - $204K
|
4.62K
$191K
|
|
|
Aug 07, 2025
Q2 2025
|
Boston Partners
Boston, MA |
BUY
|
- |
3.24K+ 5.1% |
$127K - $143K
|
66.9K
$2.76M
|
|
|
Aug 14, 2025
Q2 2025
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
1.11K+ 7.97% |
$43.5K - $49.1K
|
15K
$621K
|
|
|
Aug 12, 2025
Q2 2025
|
Boreal Capital Management LLC
Miami, FL |
BUY
|
- |
100New |
$3.92K - $4.42K
|
100
$4.13K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
May 14, 2025
Q1 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
5.28KNew |
$205K - $238K
|
5.28K
$218K
|
|
|
May 15, 2025
Q1 2025
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
BUY
|
- |
4.77KNew |
$185K - $215K
|
4.77K
$197K
|
|
|
Apr 08, 2025
Q1 2025
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
4.64KNew |
$180K - $209K
|
4.64K
$192K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
220New |
$8.55K - $9.92K
|
220
$9.08K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
107New |
$4.16K - $4.82K
|
107
$4.42K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
76New |
$2.95K - $3.43K
|
76
$3.14K
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
52+ 101.96% |
$2.02K - $2.34K
|
103
$4.25K
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
10New |
$389 - $451
|
10
$413
|
|
| Q4 2024 | |||||||
|
Jan 29, 2025
Q4 2024
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
BUY
|
- |
14.9KNew |
$596K - $690K
|
14.9K
$617K
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
14.4K+ 36.2% |
$576K - $667K
|
54.4K
$2.24M
|
|
|
Feb 14, 2025
Q4 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
5.89KNew |
$235K - $272K
|
5.89K
$243K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
BUY
|
- |
200New |
$7.65K - $9.24K
|
200
$8.26K
|
|
|
Oct 02, 2024
Q3 2024
|
M&R Capital Management Inc
|
BUY
|
- |
48+ 47.06% |
$1.84K - $2.22K
|
150
$6.19K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
42New |
$1.61K - $1.94K
|
42
$1.73K
|
|
|
Oct 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
1+ 0.46% |
$38.2 - $46.2
|
219
$9.04K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
5.02KNew |
$199K - $242K
|
5.02K
$207K
|
|
|
Aug 09, 2024
Q2 2024
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
1.12KNew |
$44.3K - $53.8K
|
1.12K
$46K
|
|
|
Jul 18, 2024
Q2 2024
|
Ellsworth Advisors, LLC
|
BUY
|
- |
930+ 9.41% |
$37K - $44.9K
|
10.8K
$446K
|
|
|
Aug 13, 2024
Q2 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
816+ 10.83% |
$32.4K - $39.4K
|
8.35K
$345K
|
|
|
Jul 26, 2024
Q2 2024
|
Clear Street Markets LLC
|
BUY
|
- |
174New |
$6.92K - $8.39K
|
174
$7.18K
|
|
|
Aug 01, 2024
Q2 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
111+ 50.92% |
$4.41K - $5.35K
|
329
$13.6K
|
|
|
Jul 31, 2024
Q2 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
11+ 13.75% |
$437 - $531
|
91
$3.76K
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
7New |
$278 - $338
|
7
$289
|
|
|
Aug 20, 2024
Q2 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
2+ 1.92% |
$79.5 - $96.5
|
106
$4.38K
|
|