Institutional shares held 3.46 Million
0 calls
0 puts
Total value of holdings $269M
$0 calls
$0 puts
# of Institutions 112


Latest Institutional Activity in CSM

Top Purchases

Q4 2025
Elmwood Wealth Management, Inc. Shares Held: 13.9K ($1.08M)
Q4 2025
First Pacific Financial Shares Held: 458 ($35.6K)
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)

Top Sells

Q4 2025
Focus Financial Network, Inc. Shares Held: 2.74K ($212K)
Q4 2025
Wealthcare Advisory Partners LLC Shares Held: 4.07K ($316K)
Q4 2025
Rda Financial Network Shares Held: 2.59K ($201K)
Q4 2025
Sea Crest Wealth Management, LLC Shares Held: 10.7K ($828K)
Q4 2025
Jbr CO Financial Management Inc Shares Held: 2.78K ($216K)

About CSM

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