Latest Institutional Transactions on Cass Information Systems Inc (CASS)
This table provides information on the latest institutional transactions involving Cass Information Systems Inc (CASS) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2025
Q3 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
1.47K+ 1206.56% |
$57.9K - $68K
|
1.59K
$65.8K
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
880+ 2.27% |
$34.6K - $40.7K
|
39.6K
$1.64M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
5.73K+ 29.41% |
$225K - $265K
|
25.2K
$1.04M
|
|
|
Nov 13, 2025
Q3 2025
|
Marshall Wace, LLP
London, X0 |
SELL
|
- |
-9.87K- 61.63% |
$388K - $456K
|
6.14K
$254K
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
9.92K+ 45.63% |
$390K - $458K
|
31.7K
$1.31M
|
|
|
Nov 13, 2025
Q3 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
598+ 3.4% |
$23.5K - $27.6K
|
18.2K
$751K
|
|
|
Nov 13, 2025
Q3 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
7.7K+ 18.53% |
$303K - $356K
|
49.3K
$2.03M
|
|
|
Nov 13, 2025
Q3 2025
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
2.03K+ 30.46% |
$79.9K - $93.9K
|
8.7K
$359K
|
|
|
Nov 13, 2025
Q3 2025
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-332- 3.43% |
$13.1K - $15.3K
|
9.34K
$386K
|
|
|
Nov 13, 2025
Q3 2025
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
13.4K+ 352.24% |
$526K - $618K
|
17.2K
$709K
|
|
|
Nov 12, 2025
Q3 2025
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
41.8K+ 14.25% |
$1.65M - $1.93M
|
335K
$13.9M
|
|
|
Nov 12, 2025
Q3 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
34.9K+ 397.9% |
$1.37M - $1.61M
|
43.6K
$1.8M
|
|
|
Nov 12, 2025
Q3 2025
|
American Century Companies Inc
Kansas City, MO |
SELL
|
- |
-1.91K- 2.94% |
$75K - $88.1K
|
63K
$2.6M
|
|
|
Nov 12, 2025
Q3 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-1.79K- 3.17% |
$70.5K - $82.8K
|
54.7K
$2.26M
|
|
|
Nov 12, 2025
Q3 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
33+ 6.42% |
$1.3K - $1.52K
|
547
$22.6K
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
21+ 12.35% |
$826 - $970
|
191
$7.89K
|
|
|
Nov 12, 2025
Q3 2025
|
Royce & Associates LP
|
SELL
|
- |
-16.6K- 9.85% |
$651K - $765K
|
152K
$6.26M
|
|
|
Nov 12, 2025
Q3 2025
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
43+ 53.09% |
$1.69K - $1.99K
|
124
$5.12K
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
8+ 14.29% |
$315 - $370
|
64
$2.64K
|
|
|
Nov 12, 2025
Q3 2025
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
BUY
|
- |
764+ 25.25% |
$30K - $35.3K
|
3.79K
$156K
|
|
|
Nov 12, 2025
Q3 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
367+ 3.44% |
$14.4K - $17K
|
11K
$456K
|
|
|
Nov 12, 2025
Q3 2025
|
Pinnacle Associates LTD
|
SELL
|
- |
-10.6K- 13.35% |
$416K - $489K
|
68.7K
$2.83M
|
|
|
Nov 12, 2025
Q3 2025
|
Barclays PLC
London, X0 |
SELL
|
- |
-6.4K- 27.01% |
$252K - $295K
|
17.3K
$713K
|
|
|
Nov 12, 2025
Q3 2025
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-129- 1.34% |
$5.07K - $5.96K
|
9.52K
$393K
|
|
|
Nov 12, 2025
Q3 2025
|
Nuveen, LLC
Charlotte, NC |
SELL
|
- |
-502- 1.24% |
$19.7K - $23.2K
|
40K
$1.65M
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-495- 6.99% |
$19.5K - $22.9K
|
6.59K
$272K
|
|
|
Nov 12, 2025
Q3 2025
|
Dimensional Fund Advisors LP
Austin, TX |
SELL
|
- |
-10.1K- 2.59% |
$397K - $466K
|
379K
$15.6M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
569+ 2.9% |
$22.4K - $26.3K
|
20.2K
$834K
|
|
|
Nov 12, 2025
Q3 2025
|
Ifg Advisory, LLC
|
SELL
|
- |
-1.45K- 2.91% |
$57.1K - $67.1K
|
48.5K
$2M
|
|
|
Nov 10, 2025
Q3 2025
|
Citigroup Inc
|
SELL
|
- |
-324- 6.39% |
$12.7K - $15K
|
4.74K
$196K
|
|
|
Nov 10, 2025
Q3 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
114+ 0.11% |
$4.48K - $5.27K
|
100K
$4.15M
|
|
|
Nov 10, 2025
Q3 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-257- 79.81% |
$10.1K - $11.9K
|
65
$2.68K
|
|
|
Nov 10, 2025
Q3 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-338- 25.04% |
$13.3K - $15.6K
|
1.01K
$41.8K
|
|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
133+ 37.46% |
$5.23K - $6.14K
|
488
$20.1K
|
|
|
Nov 10, 2025
Q3 2025
|
Us Bancorp \De\
|
SELL
|
- |
-270- 4.44% |
$10.6K - $12.5K
|
5.81K
$240K
|
|
|
Nov 10, 2025
Q3 2025
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
98New |
$3.85K - $4.53K
|
98
$4.05K
|
|
|
Nov 10, 2025
Q3 2025
|
Jag Capital Management, LLC
|
BUY
|
- |
11+ 0.04% |
$433 - $508
|
25.6K
$1.06M
|
|
|
Nov 07, 2025
Q3 2025
|
Bnp Paribas Asset Management Holding S.A.
|
BUY
|
- |
17+ 11.04% |
$669 - $785
|
171
$7.06K
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
608+ 49.35% |
$23.9K - $28.1K
|
1.84K
$76K
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.3K- 6.49% |
$51K - $59.9K
|
18.7K
$772K
|
|
|
Nov 07, 2025
Q3 2025
|
Heartland Advisors Inc
Milwaukee, WI |
SELL
|
- |
-7.34K- 1.55% |
$289K - $339K
|
467K
$19.3M
|
|
|
Nov 07, 2025
Q3 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
1+ 4.0% |
$39.3 - $46.2
|
26
$1.07K
|
|
|
Nov 07, 2025
Q3 2025
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-20- 0.23% |
$787 - $924
|
8.57K
$354K
|
|
|
Nov 07, 2025
Q3 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
15.9K+ 1.99% |
$625K - $734K
|
815K
$33.7M
|
|
|
Nov 06, 2025
Q3 2025
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-2.71K- 10.13% |
$106K - $125K
|
24K
$991K
|
|
|
Nov 05, 2025
Q3 2025
|
Pro Share Advisors LLC
|
BUY
|
- |
23.9K+ 8.58% |
$938K - $1.1M
|
302K
$12.5M
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
11+ 68.75% |
$433 - $508
|
27
$1.11K
|
|
|
Nov 04, 2025
Q3 2025
|
Ballast Asset Management, LP
Dallas, TX |
SELL
|
- |
-38.3K- 42.56% |
$1.51M - $1.77M
|
51.8K
$2.14M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.47K+ 2.11% |
$57.7K - $67.8K
|
70.9K
$2.93M
|
|
|
Nov 03, 2025
Q3 2025
|
Quest Partners LLC
New York, NY |
SELL
|
- |
-337- 5.05% |
$13.3K - $15.6K
|
6.34K
$262K
|
|