Institutional shares held 1.4 Million
0 calls
0 puts
Total value of holdings $78.4M
$0 calls
$0 puts
# of Institutions 66


Latest Institutional Activity in CSB

Top Purchases

Q2 2025
Nvest Financial, LLC Shares Held: 4.88K ($274K)
Q2 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 3.73K ($209K)
Q2 2025
Sovran Advisors, LLC Shares Held: 9.64K ($541K)
Q2 2025
Vicus Capital Shares Held: 20.2K ($1.13M)
Q2 2025
Atria Investments LLC Shares Held: 24.2K ($1.36M)

Top Sells

Q2 2025
Cwm, LLC Shares Held: 103K ($5.77M)
Q2 2025
Eagle Strategies LLC Shares Held: 52.4K ($2.94M)
Q2 2025
Investment Planning Advisors, Inc. Shares Held: 9.92K ($557K)
Q2 2025
Dynamic Advisor Solutions LLC Shares Held: 78.1K ($4.38M)
Q2 2025
Cambridge Investment Research Advisors, Inc. Shares Held: 5.21K ($292K)

About CSB

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