Institutional Ownership Consensus Cloud Solutions, Inc. (CCSI)
This table provides information about the institutional ownership of Consensus Cloud Solutions, Inc. (CCSI). We have compiled data on the 170 institutions that hold shares in the stock, with a total of 18.8 Million shares, which have been reported (via 13F filing form) to have a value of $394 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
570
shares
|
$11,947
0.0% of portfolio
|
Q1 2025
Added 5.56%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
471
shares
|
$9,872
0.0% of portfolio
|
Q4 2024
Added 28.24%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
May 08, 2025 Q1 2025 |
445
shares
|
$9,327
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
May 13, 2025 Q1 2025 |
440
shares
|
$9,222
0.0% of portfolio
|
Q1 2025
Reduced 0.23%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
366
shares
|
$7,671
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Harbor Capital Advisors, Inc.
|
Jul 09, 2025 Q2 2025 |
356
shares
|
$7,461
0.0% of portfolio
|
Q2 2025
Reduced 16.63%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
347
shares
|
$7,273
0.0% of portfolio
|
Q3 2024
Reduced 1.7%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
247
shares
|
$5,177
0.0% of portfolio
|
Q2 2025
Added 2987.5%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
May 05, 2025 Q1 2025 |
211
shares
|
$4,422
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
196
shares
|
$4,108
0.0% of portfolio
|
Q1 2025
Added 7.1%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
192
shares
|
$4,024
0.0% of portfolio
|
Q4 2024
Added 5.49%
|
|
|
Harvest Fund Management Co., LTD
Beijing, F4 |
May 07, 2025 Q1 2025 |
180
shares
|
$3,772
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
150
shares
|
$3,144
0.0% of portfolio
|
Q2 2025
Reduced 15.25%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
148
shares
|
$3,102
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
May 13, 2025 Q1 2025 |
110
shares
|
$2,305
0.0% of portfolio
|
Q3 2024
Added 30.95%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
102
shares
|
$2,137
0.0% of portfolio
|
Q3 2024
Added 41.67%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
96
shares
|
$2,012
0.0% of portfolio
|
Q3 2024
Reduced 40.37%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
96
shares
|
$2,012
0.0% of portfolio
|
Q1 2025
Reduced 7.69%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
96
shares
|
$2,012
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
May 13, 2025 Q1 2025 |
92
shares
|
$1,928
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
91
shares
|
$1,907
0.0% of portfolio
|
Q4 2024
Reduced 9.9%
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
84
shares
|
$1,760
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
May 01, 2025 Q1 2025 |
72
shares
|
$1,509
0.0% of portfolio
|
Q1 2025
Reduced 40.98%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
54
shares
|
$1,131
0.0% of portfolio
|
Q2 2025
Reduced 87.08%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
52
shares
|
$1,089
0.0% of portfolio
|
Q4 2024
New holding
|