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 168 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 $521 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Amalgamated Bank
New York, NY |
Aug 04, 2025 Q2 2025 |
678
shares
|
$18,265
0.0% of portfolio
|
Q1 2024
Reduced 90.15%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
638
shares
|
$17,187
0.0% of portfolio
|
Q2 2025
Reduced 60.22%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
599
shares
|
$16,137
0.0% of portfolio
|
Q2 2025
Added 5.09%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
599
shares
|
$16,137
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
578
shares
|
$15,571
0.0% of portfolio
|
Q2 2025
Added 28.16%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jul 28, 2025 Q2 2025 |
445
shares
|
$11,988
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
394
shares
|
$10,614
0.0% of portfolio
|
Q2 2025
Added 101.02%
|
|
|
Harbor Capital Advisors, Inc.
|
Jul 09, 2025 Q2 2025 |
356
shares
|
$9,590
0.0% of portfolio
|
Q2 2025
Reduced 16.63%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
347
shares
|
$9,348
0.0% of portfolio
|
Q3 2024
Reduced 1.7%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
247
shares
|
$6,654
0.0% of portfolio
|
Q2 2025
Added 2987.5%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
227
shares
|
$6,115
0.0% of portfolio
|
Q2 2025
Added 18.23%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Aug 13, 2025 Q2 2025 |
211
shares
|
$5,684
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
200
shares
|
$5,388
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Harvest Fund Management Co., LTD
Beijing, F4 |
Aug 14, 2025 Q2 2025 |
180
shares
|
$4,849
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
154
shares
|
$4,148
0.0% of portfolio
|
Q2 2025
Added 60.42%
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
150
shares
|
$4,041
0.0% of portfolio
|
Q2 2025
Reduced 15.25%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
148
shares
|
$3,987
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
Jul 31, 2025 Q2 2025 |
106
shares
|
$2,855
0.0% of portfolio
|
Q2 2025
Added 15.22%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
102
shares
|
$2,747
0.0% of portfolio
|
Q3 2024
Added 41.67%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
98
shares
|
$2,640
0.0% of portfolio
|
Q2 2025
Added 7.69%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
96
shares
|
$2,586
0.0% of portfolio
|
Q3 2024
Reduced 40.37%
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
96
shares
|
$2,586
0.0% of portfolio
|
Q1 2025
Reduced 7.69%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
92
shares
|
$2,478
0.0% of portfolio
|
Q2 2025
Added 9100.0%
|
|
|
True Wealth Design, LLC
Akron, OH |
Aug 06, 2025 Q2 2025 |
86
shares
|
$2,316
0.0% of portfolio
|
Q2 2025
Reduced 80.45%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Aug 07, 2025 Q2 2025 |
70
shares
|
$1,885
0.0% of portfolio
|
Q2 2025
Reduced 2.78%
|