Institutional Ownership Cass Information Systems Inc (CASS)
This table provides information about the institutional ownership of Cass Information Systems Inc (CASS). We have compiled data on the 138 institutions that hold shares in the stock, with a total of 8.02 Million shares, which have been reported (via 13F filing form) to have a value of $328 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
53
shares
|
$2,168
0.0% of portfolio
|
Q4 2022
Added 1.92%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
49
shares
|
$2,004
0.0% of portfolio
|
Q4 2023
Reduced 39.51%
|
|
|
First Financial Corp
|
Oct 24, 2024 Q3 2024 |
48
shares
|
$1,963
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Capital Performance Advisors LLP
|
Nov 01, 2024 Q3 2024 |
42
shares
|
$1,718
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
38
shares
|
$1,554
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
35
shares
|
$1,431
0.0% of portfolio
|
Q1 2022
Reduced 20.45%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
31
shares
|
$1,268
0.0% of portfolio
|
Q2 2023
Reduced 88.35%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
21
shares
|
$859
0.0% of portfolio
|
Q3 2024
Reduced 4.55%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
17
shares
|
$695
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Nisa Investment Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
14
shares
|
$572
0.0% of portfolio
|
Q3 2024
Reduced 60.0%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
2
shares
|
$81
0.0% of portfolio
|
Q2 2023
Reduced 99.01%
|