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 |
|---|---|---|---|---|---|---|---|
|
Apr 27, 2023
Q1 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
14.1KNew |
$608K - $723K
|
14.1K
$586K
|
|
|
May 12, 2023
Q1 2023
|
Clark Financial Services Group Inc
Chesterfield, MO |
BUY
|
- |
11KNew |
$473K - $563K
|
11K
$456K
|
|
|
Apr 24, 2023
Q1 2023
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
10.9KNew |
$471K - $560K
|
10.9K
$453K
|
|
|
May 15, 2023
Q1 2023
|
Graham Capital Management, L.P.
Rowayton, CT |
BUY
|
- |
9.41KNew |
$405K - $481K
|
9.41K
$390K
|
|
|
May 12, 2023
Q1 2023
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
9.21KNew |
$396K - $471K
|
9.21K
$382K
|
|
|
Apr 26, 2023
Q1 2023
|
State Of New Jersey Common Pension Fund D
|
BUY
|
- |
7.54KNew |
$324K - $386K
|
7.54K
$312K
|
|
|
May 15, 2023
Q1 2023
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
- |
5.26KNew |
$226K - $269K
|
5.26K
$218K
|
|
|
May 15, 2023
Q1 2023
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
3.09K+ 66.63% |
$133K - $158K
|
7.72K
$320K
|
|
|
Aug 02, 2023
Q1 2023
|
Strs Ohio
|
BUY
|
- |
2K+ 17.7% |
$86K - $102K
|
13.3K
$551K
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
246+ 5.57% |
$10.6K - $12.6K
|
4.67K
$193K
|
|
|
May 15, 2023
Q1 2023
|
Values First Advisors, Inc.
|
BUY
|
- |
74New |
$3.18K - $3.79K
|
74
$3.07K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
16+ 94.12% |
$688 - $818
|
33
$1.37K
|
|
| Q4 2022 | |||||||
|
Feb 13, 2023
Q4 2022
|
Cornercap Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
9.83KNew |
$349K - $450K
|
9.83K
$407K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
5.03K+ 120.11% |
$178K - $230K
|
9.21K
$382K
|
|
|
Feb 15, 2023
Q4 2022
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
4.17KNew |
$148K - $191K
|
4.17K
$173K
|
|
|
Mar 01, 2023
Q4 2022
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
2.5KNew |
$88.8K - $115K
|
2.5K
$104K
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
193New |
$6.85K - $8.84K
|
193
$7.99K
|
|
|
Jan 27, 2023
Q4 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
1+ 1.92% |
$35.5 - $45.8
|
53
$2.2K
|
|
| Q3 2022 | |||||||
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
121New |
$3.98K - $4.75K
|
121
$5.01K
|
|
|
Nov 14, 2022
Q3 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
105+ 93.75% |
$3.45K - $4.12K
|
217
$8.99K
|
|
|
Nov 16, 2022
Q3 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
1New |
$32.9 - $39.3
|
1
$41.4
|
|
| Q2 2022 | |||||||
|
Aug 02, 2022
Q2 2022
|
Thompson Davis & Co., Inc.
|
BUY
|
- |
31KNew |
$1.01M - $1.28M
|
31K
$1.28M
|
|
|
Aug 15, 2022
Q2 2022
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
4.64K+ 44.32% |
$151K - $192K
|
15.1K
$626K
|
|
|
Aug 15, 2022
Q2 2022
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
3.89K+ 61.51% |
$126K - $161K
|
10.2K
$424K
|
|
|
Aug 12, 2022
Q2 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.1K+ 3.21% |
$35.7K - $45.5K
|
35.4K
$1.47M
|
|
|
Aug 02, 2022
Q2 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
49New |
$1.59K - $2.03K
|
49
$2.03K
|
|
|
Aug 10, 2022
Q2 2022
|
Tortoise Index Solutions, LLC
Overland Park, KS |
BUY
|
- |
23+ 4.54% |
$746 - $952
|
530
$22K
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
250New |
$9.03K - $10.6K
|
250
$10.4K
|
|
| Q3 2021 | |||||||
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
39New |
$1.57K - $1.76K
|
39
$1.62K
|
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
7New |
$282 - $316
|
7
$290
|
|
| Q4 2020 | |||||||
|
Feb 16, 2021
Q4 2020
|
Tortoise Capital Advisors, L.L.C.
Overland Park, KS |
BUY
|
- |
336New |
$12.5K - $15K
|
336
$13.9K
|
|
| Q3 2019 | |||||||
|
Nov 13, 2019
Q3 2019
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
3.92KNew |
$186K - $228K
|
3.92K
$163K
|
|
| Q1 2018 | |||||||
|
May 14, 2018
Q1 2018
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
3.7KNew |
$169K - $192K
|
3.7K
$153K
|
|
| Q4 2017 | |||||||
|
Feb 14, 2018
Q4 2017
|
Virtus Investment Advisers, Inc.
Hartford, CT |
BUY
|
- |
290KNew |
$13.8M - $15.7M
|
290K
$12M
|
|
| Q3 2017 | |||||||
|
Oct 17, 2017
Q3 2017
|
Cutler Group LP
|
BUY
|
PUT |
1KNew |
$44.8K - $50K
|
1K
$41.4K
|
|