Institutional shares held 4.09 Million
0 calls
0 puts
Total value of holdings $287M
$0 calls
$0 puts
# of Institutions 107


Latest Institutional Activity in CSM

Top Purchases

Q2 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 2.9K ($203K)
Q2 2025
S.A. Mason LLC Shares Held: 621 ($43.5K)
Q1 2025
Lpl Financial LLC Shares Held: 347K ($24.3M)
Q1 2025
Rockefeller Capital Management L.P. Shares Held: 17.1K ($1.2M)
Q1 2025
Silvercrest Asset Management Group LLC Shares Held: 16.4K ($1.15M)

Top Sells

Q2 2025
Legacy Private Trust Co. Shares Held: 59.1K ($4.14M)
Q2 2025
Capital Market Strategies LLC Shares Held: 17.3K ($1.21M)
Q2 2025
Sea Crest Wealth Management, LLC Shares Held: 10.7K ($751K)
Q2 2025
Rda Financial Network Shares Held: 3.9K ($273K)
Q2 2025
Focus Financial Network, Inc. Shares Held: 3.49K ($244K)

About CSM

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