Institutional shares held 1.41 Million
0 calls
0 puts
Total value of holdings $76.2M
$0 calls
$0 puts
# of Institutions 63


Latest Institutional Activity in CSB

Top Purchases

Q1 2025
Dynamic Advisor Solutions LLC Shares Held: 80.1K ($4.33M)
Q1 2025
Accel Wealth Management Shares Held: 34.2K ($1.85M)
Q1 2025
Iag Wealth Partners, LLC Shares Held: 42.7K ($2.31M)
Q1 2025
Oxinas Partners Wealth Management LLC Shares Held: 22.7K ($1.23M)
Q1 2025
Capital Advisory Group Advisory Services, LLC Shares Held: 11K ($593K)

Top Sells

Q1 2025
Eagle Strategies LLC Shares Held: 58.4K ($3.16M)
Q1 2025
Investors Research Corp Shares Held: 38.6K ($2.08M)
Q1 2025
Flagship Harbor Advisors, LLC Shares Held: 3.83K ($207K)
Q1 2025
Pacific Sun Financial Corp Shares Held: 13.3K ($720K)
Q1 2025
Vicus Capital Shares Held: 18.7K ($1.01M)

About CSB

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P - Open market or private purchase×
S - Open market or private sale×
V - Transaction voluntarily reported earlier than required×
A - Grant, award, or other acquisition×
D - Sale (or disposition) back to the issuer×
F - Payment of exercise price or tax liability×
I - Discretionary transaction×
M - Exercise of conversion of derivative security×
C - Conversion of derivative security×
E - Expiration of short derivative position×
H - Expiration (or cancellation) of long derivative position with value received×
O - Exercise of out-of-the-money derivative securities×
X - Exercise of in-the-money or at-the-money derivatives securities×
G - Bona fide gift×
L - Small Acquisition×
W - Acquisition or disposition by will or laws×
Z - Deposit into or withdrawal from voting trust×
J - Other acquisition or disposition×
K - Transaction in equity swap or similar instrument×
U - Disposition due to a tender of shares in a change of control transaction×
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