Institutional Ownership Cpi Card Group Inc. (PMTS)
This table provides information about the institutional ownership of Cpi Card Group Inc. (PMTS). We have compiled data on the 90 institutions that hold shares in the stock, with a total of 3.64 Million shares, which have been reported (via 13F filing form) to have a value of $58.5 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Amalgamated Bank
New York, NY |
Aug 04, 2025 Q2 2025 |
143
shares
|
$2,296
0.0% of portfolio
|
Q1 2024
Reduced 76.25%
|
|
|
Harbor Capital Advisors, Inc.
|
Jul 09, 2025 Q2 2025 |
126
shares
|
$2,023
0.0% of portfolio
|
Q2 2025
Reduced 5.97%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
103
shares
|
$1,654
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
51
shares
|
$819
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
National Bank Of Canada
|
Aug 13, 2025 Q2 2025 |
48
shares
|
$770
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
40
shares
|
$642
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
25
shares
|
$401
0.0% of portfolio
|
Q2 2025
Added 525.0%
|
|
|
Nisa Investment Advisors, LLC
|
Jul 31, 2025 Q2 2025 |
22
shares
|
$353
0.0% of portfolio
|
Q2 2025
Reduced 52.17%
|
|
|
Abound Wealth Management
Franklin, TN |
Jul 14, 2025 Q2 2025 |
11
shares
|
$176
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Aug 06, 2025 Q2 2025 |
11
shares
|
$176
0.0% of portfolio
|
Q2 2025
Added 57.14%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
9
shares
|
$144
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
9
shares
|
$144
0.0% of portfolio
|
Q2 2025
Reduced 55.0%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
1
shares
|
$16
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Aug 07, 2025 Q2 2025 |
1
shares
|
$16
0.0% of portfolio
|
Q2 2025
Reduced 88.89%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|