Institutional shares held 3.45 Million
0 calls
0 puts
Total value of holdings $268M
$0 calls
$0 puts
# of Institutions 112


Latest Institutional Activity in CSM

Top Purchases

Q3 2025
Duncan Williams Asset Management, LLC Shares Held: 31.2K ($2.42M)
Q3 2025
Cetera Investment Advisers Shares Held: 35.7K ($2.77M)
Q3 2025
Manchester Financial Inc Shares Held: 30K ($2.33M)
Q3 2025
Lpl Financial LLC Shares Held: 302K ($23.5M)
Q3 2025
Willow Creek Wealth Management Inc. Shares Held: 7.39K ($574K)

Top Sells

Q3 2025
Cambridge Investment Research Advisors, Inc. Shares Held: 20.6K ($1.6M)
Q3 2025
National Asset Management, Inc. Shares Held: 176K ($13.7M)
Q3 2025
Bank Of America Corp Shares Held: 68.5K ($5.32M)
Q3 2025
Advisor Group Holdings, Inc. Shares Held: 48.9K ($3.79M)
Q3 2025
Apexium Financial, LP Shares Held: 91.1K ($7.07M)

About CSM

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