Latest Institutional Purchases of Cass Information Systems Inc (CASS)
This list provides information on the latest institutional transactions involving Cass Information Systems Inc (CASS) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2025
Q4 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
141+ 1.01% |
$5.63K - $6.51K
|
14.1K
$610K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
137New |
$5.47K - $6.33K
|
137
$5.92K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
85+ 50.6% |
$3.39K - $3.92K
|
253
$10.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
69+ 0.34% |
$2.75K - $3.19K
|
20.5K
$885K
|
|
|
Feb 13, 2025
Q4 2024
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
62+ 364.71% |
$2.47K - $2.86K
|
79
$3.41K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
51New |
$2.04K - $2.35K
|
51
$2.2K
|
|
|
Feb 12, 2025
Q4 2024
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
40+ 0.6% |
$1.6K - $1.85K
|
6.72K
$290K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
33New |
$1.32K - $1.52K
|
33
$1.42K
|
|
|
Feb 14, 2025
Q4 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
27New |
$1.08K - $1.25K
|
27
$1.17K
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
25New |
$998 - $1.15K
|
25
$1.08K
|
|
|
Jan 24, 2025
Q4 2024
|
Copeland Capital Management, LLC
|
BUY
|
- |
15+ 1.67% |
$599 - $693
|
914
$39.5K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
14+ 3.13% |
$559 - $646
|
462
$19.9K
|
|
|
Feb 12, 2025
Q4 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
13+ 26.53% |
$519 - $600
|
62
$2.68K
|
|
|
Feb 06, 2025
Q4 2024
|
Jag Capital Management, LLC
|
BUY
|
- |
11+ 0.04% |
$439 - $508
|
25.5K
$1.1M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
9+ 15.52% |
$359 - $416
|
67
$2.89K
|
|
|
Feb 13, 2025
Q4 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
6+ 4.14% |
$239 - $277
|
151
$6.52K
|
|
|
Feb 13, 2025
Q4 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
4+ 4.04% |
$160 - $185
|
103
$4.45K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
4+ 10.53% |
$160 - $185
|
42
$1.81K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
3+ 14.29% |
$120 - $139
|
24
$1.04K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
3New |
$120 - $139
|
3
$130
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
12.7KNew |
$486K - $587K
|
12.7K
$549K
|
|
|
Nov 08, 2024
Q3 2024
|
Inceptionr LLC
Lafayette, CA |
BUY
|
- |
5.72KNew |
$219K - $264K
|
5.72K
$247K
|
|
|
Nov 14, 2024
Q3 2024
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
BUY
|
- |
200New |
$7.65K - $9.24K
|
200
$8.64K
|
|
|
Oct 02, 2024
Q3 2024
|
M&R Capital Management Inc
|
BUY
|
- |
48+ 47.06% |
$1.84K - $2.22K
|
150
$6.48K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
42New |
$1.61K - $1.94K
|
42
$1.81K
|
|
|
Oct 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
1+ 0.46% |
$38.2 - $46.2
|
219
$9.46K
|
|
| Q2 2024 | |||||||
|
Aug 09, 2024
Q2 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
6.26KNew |
$249K - $302K
|
6.26K
$270K
|
|
|
Aug 14, 2024
Q2 2024
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
5.02KNew |
$199K - $242K
|
5.02K
$217K
|
|
|
Aug 14, 2024
Q2 2024
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
3.73K+ 113.02% |
$148K - $180K
|
7.03K
$304K
|
|
|
Aug 14, 2024
Q2 2024
|
Brown Advisory Inc
|
BUY
|
- |
2.27K+ 28.76% |
$90.2K - $110K
|
10.2K
$439K
|
|
|
Aug 09, 2024
Q2 2024
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
1.12KNew |
$44.3K - $53.8K
|
1.12K
$48.1K
|
|
|
Jul 18, 2024
Q2 2024
|
Ellsworth Advisors, LLC
|
BUY
|
- |
930+ 9.41% |
$37K - $44.9K
|
10.8K
$467K
|
|
|
Aug 13, 2024
Q2 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
816+ 10.83% |
$32.4K - $39.4K
|
8.35K
$361K
|
|
|
Aug 13, 2024
Q2 2024
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
708+ 9.84% |
$28.1K - $34.2K
|
7.91K
$341K
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
265+ 176.67% |
$10.5K - $12.8K
|
415
$17.9K
|
|
|
Jul 26, 2024
Q2 2024
|
Clear Street Markets LLC
|
BUY
|
- |
174New |
$6.92K - $8.39K
|
174
$7.51K
|
|
|
Aug 01, 2024
Q2 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
111+ 50.92% |
$4.41K - $5.35K
|
329
$14.2K
|
|
|
Jul 31, 2024
Q2 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
11+ 13.75% |
$437 - $531
|
91
$3.93K
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
7New |
$278 - $338
|
7
$302
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
5+ 9.8% |
$199 - $241
|
56
$2.42K
|
|
|
Aug 20, 2024
Q2 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
2+ 1.92% |
$79.5 - $96.5
|
106
$4.58K
|
|
| Q1 2024 | |||||||
|
Apr 17, 2024
Q1 2024
|
Compass Ion Advisors, LLC
|
BUY
|
- |
4.62KNew |
$191K - $224K
|
4.62K
$199K
|
|
|
Apr 17, 2024
Q1 2024
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
4.29KNew |
$178K - $208K
|
4.29K
$185K
|
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
2.73K+ 0.33% |
$113K - $132K
|
838K
$36.2M
|
|
|
Apr 12, 2024
Q1 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
100New |
$4.14K - $4.84K
|
100
$4.32K
|
|
|
May 15, 2024
Q1 2024
|
Quarry LP
New York, NY |
BUY
|
- |
84New |
$3.48K - $4.07K
|
84
$3.63K
|
|
|
Apr 12, 2024
Q1 2024
|
First Financial Corp
|
BUY
|
- |
48New |
$1.99K - $2.32K
|
48
$2.07K
|
|
|
May 07, 2024
Q1 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
17New |
$703 - $823
|
17
$734
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
2New |
$82.7 - $96.9
|
2
$86.4
|
|
| Q4 2023 | |||||||
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
10.1KNew |
$362K - $471K
|
10.1K
$438K
|
|