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Cass Information Systems (CASS) Institutional Ownership

Cass Information Systems logo
$41.99 -0.27 (-0.64%)
(As of 12/20/2024 05:16 PM ET)
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Institutional Ownership Changes (13F Filings) for Cass Information Systems (NASDAQ:CASS)

Current
Institutional Ownership
Percentage
59.08%
Number of
Institutional Buyers
(last 12 months)
38
Total
Institutional Inflows
(last 12 months)
$32.64M
Number of
Institutional Sellers
(last 12 months)
25
Total
Institutional Outflows
(last 12 months)
$10.76M
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CASS Institutional Buying and Selling by Quarter

Cass Information Systems Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/19/2024 Barclays PLC21,938$910K0.0%+364.9%0.162%
11/16/2024 Geode Capital Management LLC354,155$14.69M0.0%+4.0%2.610%
11/15/2024 Barclays PLC21,938$910K0.0%+364.9%0.162%
11/15/2024 First National Bank of Omaha9,441$392K0.0%+3.3%0.070%
11/15/2024 State Street Corp319,177$13.24M0.0%+0.8%2.352%
11/15/2024 Hotchkis & Wiley Capital Management LLC73,020$3.03M0.0%N/A0.538%
11/14/2024 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC30,251$1.26M0.0%-7.8%0.223%
11/13/2024 Glenmede Trust Co. NA7,453$309K0.0%+37.8%0.055%
11/13/2024 BNP Paribas Financial Markets6,387$265K0.0%+27.9%0.047%
11/12/2024 Pitcairn Co.6,682$277K0.0%-8.4%0.049%
11/12/2024 Charles Schwab Investment Management Inc.103,609$4.30M0.0%+1.1%0.760%
11/9/2024 Foundry Partners LLC122,405$5.08M0.3%+12.1%0.898%
11/7/2024 Quest Partners LLC6,701$278K0.0%+3,445.5%0.049%
11/6/2024 Royce & Associates LP257,339$10.67M0.1%-5.1%1.889%
11/6/2024 Speece Thorson Capital Group Inc.305,495$12.67M2.3%+37.6%2.242%
11/4/2024 Los Angeles Capital Management LLC21,011$872K0.0%-57.5%0.154%
10/28/2024 US Bancorp DE7,078$294K0.0%+5.4%0.052%
10/25/2024 Pinnacle Associates Ltd.65,790$2.96M0.0%+18.1%0.482%
10/24/2024 Tributary Capital Management LLC318,496$13.21M1.0%+5.3%2.334%
10/24/2024 GHP Investment Advisors Inc.19,808$822K0.0%-11.2%0.145%
10/21/2024 Copeland Capital Management LLC899$37K0.0%N/A0.007%
10/11/2024 Creative Planning4,939$205K0.0%N/A0.036%
10/3/2024 SG Americas Securities LLC4,825$200K0.0%N/A0.035%
8/14/2024 ProShare Advisors LLC300,474$12.04M0.0%-11.2%2.202%
8/9/2024 Renaissance Technologies LLC6,260$251K0.0%N/A0.046%
8/9/2024 Dimensional Fund Advisors LP421,056$16.87M0.0%-2.2%3.086%
8/8/2024 GHP Investment Advisors Inc.22,310$894K0.0%-27.3%0.164%
8/8/2024 American Century Companies Inc.113,695$4.56M0.0%-1.9%0.833%
8/6/2024 Los Angeles Capital Management LLC49,391$1.98M0.0%-11.5%0.362%
8/5/2024 Foundry Partners LLC109,225$4.38M0.2%-1.2%0.801%
8/1/2024 Rhumbline Advisers27,753$1.11M0.0%-3.8%0.203%
7/31/2024Commonwealth Equity Services LLC32,147$1.29M0.0%+2.6%0.236%
7/31/2024 IFG Advisory LLC45,116$1.81M0.1%+7.7%0.331%
7/30/2024 Pinnacle Associates Ltd.55,713$2.23M0.0%-13.9%0.408%
7/29/2024 Speece Thorson Capital Group Inc.222,081$8.90M1.8%+39.8%1.628%
7/26/2024 Allspring Global Investments Holdings LLC70,656$2.83M0.0%-4.3%0.518%
7/26/2024 Bank of New York Mellon Corp90,157$3.61M0.0%+7.2%0.661%
7/25/2024 Tributary Capital Management LLC302,577$12.12M1.0%+0.3%2.218%
7/18/2024 Ellsworth Advisors LLC10,809$433K0.1%+9.4%0.079%
5/28/2024 Boston Partners63,323$3.05M0.0%-4.3%0.464%
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5/16/2024 California State Teachers Retirement System12,990$626K0.0%-5.9%0.095%
5/15/2024 Price T Rowe Associates Inc. MD29,291$1.41M0.0%+30.5%0.215%
5/15/2024 Keeley Teton Advisors LLC90,837$4.38M0.5%-2.5%0.666%
5/10/2024 Vanguard Group Inc.788,673$37.99M0.0%-3.3%5.780%
5/9/2024 Foundry Partners LLC110,600$5.33M0.3%-0.4%0.811%
5/9/2024 State Board of Administration of Florida Retirement System17,903$862K0.0%+81.7%0.131%
5/8/2024 ProShare Advisors LLC338,258$16.29M0.0%-4.3%2.482%
5/7/2024 Heartland Advisors Inc.373,843$18.01M0.9%+5.7%2.743%
5/1/2024 Janney Montgomery Scott LLC6,546$315K0.0%+47.1%0.048%
5/1/2024 BNP Paribas Financial Markets11,164$538K0.0%+11.1%0.082%
4/29/2024Commonwealth Equity Services LLC31,339$1.51M0.0%+3.9%0.230%
4/26/2024 Pinnacle Associates Ltd.64,713$3.12M0.0%-1.6%0.475%
4/23/2024 Speece Thorson Capital Group Inc.158,801$7.65M1.5%+194.2%1.165%
4/18/2024 Allspring Global Investments Holdings LLC73,820$3.56M0.0%+39.8%0.542%
4/18/2024 Tributary Capital Management LLC301,665$14.53M1.2%-0.7%2.213%
4/18/2024Compass Ion Advisors LLC4,620$223K0.0%N/A0.034%
4/17/2024 Dumont & Blake Investment Advisors LLC4,291$207K0.1%N/A0.031%
4/11/2024 Salem Investment Counselors Inc.2,575$124K0.0%-18.9%0.019%
4/5/2024 Los Angeles Capital Management LLC55,835$2.69M0.0%+57.6%0.410%
3/22/2024 PNC Financial Services Group Inc.6,019$271K0.0%-10.5%0.044%
2/23/2024 Speece Thorson Capital Group Inc.53,984$2.43M0.5%N/A0.397%
2/13/2024 First National Bank of Omaha12,010$541K0.0%-3.8%0.088%
2/13/2024 Keeley Teton Advisors LLC93,182$4.20M0.5%-2.7%0.685%
2/13/2024 Tower Research Capital LLC TRC983$44K0.0%-35.4%0.007%
2/9/2024 Commerce Bank77,634$3.50M0.0%+60.5%0.571%
2/9/2024 PNC Financial Services Group Inc.6,019$271K0.0%-10.5%0.044%
2/8/2024 Jag Capital Management LLC25,498$1.15M0.2%N/A0.187%
2/8/2024 Heartland Advisors Inc.353,662$15.93M0.8%+5.1%2.600%
2/7/2024 Boston Partners66,191$2.98M0.0%-8.2%0.487%
2/7/2024 Dimensional Fund Advisors LP469,904$21.17M0.0%-0.9%3.455%
2/7/2024 BNP Paribas Financial Markets10,052$453K0.0%-15.3%0.074%
2/7/2024 Teacher Retirement System of Texas6,746$304K0.0%-53.3%0.050%
2/6/2024 Los Angeles Capital Management LLC35,419$1.60M0.0%+58.8%0.261%
2/6/2024 Swiss National Bank25,652$1.16M0.0%-9.5%0.189%
2/6/2024 New York Life Investment Management LLC7,974$359K0.0%-3.0%0.059%
2/1/2024 Foundry Partners LLC110,990$5M0.3%-1.7%0.816%
1/26/2024 GHP Investment Advisors Inc.36,690$1.65M0.1%-18.6%0.270%
1/25/2024 Allspring Global Investments Holdings LLC52,788$2.38M0.0%+12.2%0.388%
1/25/2024 International Assets Investment Management LLC10,139$4.57M0.0%N/A0.075%
1/24/2024 International Assets Investment Management LLC10,139$4.57M0.0%N/A0.075%
1/23/2024Trust Point Inc.10,213$460K0.0%N/A0.075%
1/23/2024 Fenimore Asset Management Inc.335,307$15.11M0.4%+0.1%2.465%
1/19/2024 Pinnacle Associates Ltd.65,790$2.96M0.0%-1.7%0.484%
1/18/2024 Global Retirement Partners LLC2,754$114K0.0%N/A0.020%
1/16/2024 Tributary Capital Management LLC303,808$13.69M1.2%-1.7%2.234%
1/16/2024Raymond James & Associates39,405$1.78M0.0%+17.6%0.290%
1/16/2024 Salem Investment Counselors Inc.3,175$143K0.0%-88.5%0.023%
1/12/2024 SG Americas Securities LLC3,841$173K0.0%N/A0.028%
1/5/2024 Exchange Traded Concepts LLC8,668$390K0.0%N/A0.064%
12/18/2023 Vanguard Group Inc.801,636$29.86M0.0%+1.2%5.894%
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12/6/2023 Citigroup Inc.1,123$42K0.0%-80.8%0.008%
11/15/2023 GSA Capital Partners LLP42,363$1.58M0.1%N/A0.311%
11/15/2023 First National Bank of Omaha12,485$465K0.0%+12.8%0.092%
11/13/2023 Ballast Asset Management LP69,815$2.60M2.4%N/A0.513%
11/13/2023 PNC Financial Services Group Inc.6,725$251K0.0%+7.9%0.049%
11/8/2023 State Board of Administration of Florida Retirement System9,853$367K0.0%-28.1%0.072%
11/8/2023 D.A. Davidson & CO.7,008$261K0.0%-8.2%0.051%
11/8/2023 Keeley Teton Advisors LLC95,770$3.57M0.5%+18.7%0.701%
11/8/2023 Heartland Advisors Inc.336,527$12.54M0.7%+3.3%2.462%
11/8/2023 New York Life Investment Management LLC8,221$306K0.0%-13.7%0.060%
(Data available from 1/1/2016 forward)

CASS Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of CASS shares?

During the previous two years, 85 institutional investors and hedge funds held shares of Cass Information Systems. The most heavily invested institutionals were Vanguard Group Inc. ($37.99M), Buckingham Strategic Wealth LLC ($32.40M), Heartland Advisors Inc. ($18.01M), Dimensional Fund Advisors LP ($16.87M), Fenimore Asset Management Inc. ($15.11M), Geode Capital Management LLC ($14.69M), and State Street Corp ($13.24M).Learn more on CASS's institutional investors.

What percentage of Cass Information Systems stock is owned by institutional investors?

59.08% of Cass Information Systems stock is owned by institutional investors. Learn more on CASS's institutional investor holdings.

Which institutional investors have been buying Cass Information Systems stock?

Of the 69 institutional investors that purchased Cass Information Systems stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Speece Thorson Capital Group Inc. ($305.50K), ProShare Advisors LLC ($264.62K), Allspring Global Investments Holdings LLC ($111.28K), Hotchkis & Wiley Capital Management LLC ($109.22K), Boston Partners ($87.91K), Heartland Advisors Inc. ($83.90K), and Pinnacle Associates Ltd. ($77.01K).

How much institutional buying is happening at Cass Information Systems?

Institutional investors have bought a total of 1,858,688 shares in the last 24 months. This purchase volume represents approximately $78.37M in transactions.

Which Cass Information Systems major shareholders have been selling company stock?

Of the 42 institutional investors that sold Cass Information Systems stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Allspring Global Investments Holdings LLC ($69.27K), ProShare Advisors LLC ($66.53K), Salem Investment Counselors Inc. ($54.64K), Los Angeles Capital Management LLC ($41.81K), Vanguard Group Inc. ($26.92K), GHP Investment Advisors Inc. ($25.13K), and Boston Partners ($24.58K).

How much institutional selling is happening at Cass Information Systems?

Institutional investors have sold a total of 517,783 shares in the last 24 months. This volume of shares sold represents approximately $21.65M in transactions.


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This page (NASDAQ:CASS) was last updated on 12/21/2024 by MarketBeat.com Staff
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