Consumer Portfolio Services Ownership | Who Owns Consumer Portfolio Services?
Consumer Portfolio Services Ownership Summary
Consumer Portfolio Services is owned by 49.51% institutional investors, 40.43% insiders, and 10.06% retail investors. Black diamond capital management is the largest institutional shareholder, holding 24.25% of CPSS shares. DFA US Small Cap Value I is the top mutual fund, with 1.73% of its assets in Consumer Portfolio Services shares.
CPSS Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Consumer Portfolio Services | 49.51% | 40.43% | 10.06% |
| Sector | Financial Services Stocks | 86.48% | 14.02% | -0.50% |
| Industry | Credit Services Stocks | 49.88% | 8.04% | 42.08% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Black diamond capital management | 5.13M | 24.25% | $50.25M |
| Dimensional fund advisors lp | 1.60M | 7.57% | $15.69M |
| Blackrock | 596.76K | 2.82% | $5.85M |
| Vanguard group | 520.82K | 2.46% | $5.10M |
| Renaissance | 430.26K | 2.04% | $4.22M |
| Bridgeway capital management | 384.89K | 1.82% | $3.77M |
| Allianz asset management gmbh | 333.88K | 1.56% | $3.63M |
| Geode capital management | 195.35K | 0.92% | $1.91M |
| State street | 182.30K | 0.86% | $1.79M |
| Charles schwab investment management | 146.36K | 0.69% | $1.43M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Black diamond capital management | 5.13M | 30.37% | $50.25M |
| Verity & verity | 120.51K | 0.12% | $1.31M |
| Bridgeway capital management | 384.89K | 0.09% | $3.77M |
| Highpoint advisor group | 107.39K | 0.06% | $1.07M |
| Empowered funds | 145.22K | 0.02% | $1.58M |
| Renaissance | 430.26K | 0.01% | $4.22M |
| Allianz asset management gmbh | 333.88K | 0.00% | $3.63M |
| Dimensional fund advisors lp | 1.60M | 0.00% | $15.69M |
| Janney montgomery scott | 51.70K | 0.00% | $507.00K |
| Ameritas investment partners | 1.07K | 0.00% | $10.52K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Charles schwab investment management | 146.36K | 0.00% | 121.44K |
| Verity & verity | 120.51K | 0.12% | 120.51K |
| Highpoint advisor group | 107.39K | 0.06% | 25.68K |
| Blackrock | 596.76K | 0.00% | 18.17K |
| Mirae asset global etfs | 4.88K | 0.00% | 4.88K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Denali advisors | - | - | -36.60K |
| Dimensional fund advisors lp | 1.60M | 0.00% | -16.07K |
| Bridgeway capital management | 384.89K | 0.09% | -12.28K |
| Russell investments group | 312.00 | - | -11.95K |
| Jpmorgan chase | 10.46K | - | -10.87K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Verity & verity | 120.51K | 0.12% | 120.51K | $1.31M |
| Mirae asset global etfs | 4.88K | 0.00% | 4.88K | $47.83K |
| Corebridge financial | 4.57K | 0.00% | 4.57K | $44.77K |
| Pnc financial services group | 22.00 | - | 22.00 | $216.00 |
Sold Out
| Holder | Change |
|---|---|
| Innealta capital | -2.00 |
| Nelson, van denburg & campbell wealth management group | -3.00 |
| Ubs asset management americas | -5.00 |
| Capital performance advisors llp | -28.00 |
| Advisor group | -35.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Sep 30, 2024 | 51 | 8.51% | 10,566,147 | 5.42% | 49 | 2.20% | 25 | 19.05% | 13 | -31.58% |
| Jun 30, 2024 | 47 | -9.62% | 10,023,372 | 0.55% | 47 | 2.13% | 21 | 23.53% | 19 | -5.00% |
| Mar 31, 2024 | 52 | 6.12% | 9,968,070 | -1.64% | 47 | 2.00% | 17 | -29.17% | 20 | 25.00% |
| Dec 31, 2023 | 49 | -3.92% | 10,133,777 | 0.99% | 48 | 2.16% | 24 | 41.18% | 16 | -30.43% |
| Sep 30, 2023 | 51 | -1.92% | 10,034,178 | -1.86% | 47 | 1.98% | 17 | -5.56% | 23 | 9.52% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| DFA US Small Cap Value I | 369.60K | 1.73% | - |
| Vanguard Total Stock Mkt Idx Inv | 316.83K | 1.48% | - |
| iShares Russell 2000 ETF | 223.26K | 1.04% | -34.00 |
| DFA US Targeted Value I | 213.63K | 1.00% | - |
| DFA US Core Equity 2 I | 175.20K | 0.82% | - |
| DFA US Small Cap I | 147.58K | 0.69% | - |
| Bridgeway Omni Small-Cap Value N | 146.65K | 0.69% | - |
| Bridgeway Omni Small-Cap Value | 146.65K | 0.69% | - |
| EA Bridgeway Omni Small-Cap Value ETF | 145.22K | 0.68% | - |
| Vanguard Institutional Extnd Mkt Idx Tr | 143.92K | 0.67% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Dec 12, 2024 | Crisp April | Sr. Vice President | Sell | $27.88K |
| Dec 03, 2024 | ROBERTS WILLIAM B | - | Sell | $102.52K |
| Dec 02, 2024 | ROBERTS WILLIAM B | - | Sell | $103.33K |
| Dec 04, 2024 | ROBERTS WILLIAM B | - | Sell | $156.75K |
| Nov 27, 2024 | ROBERTS WILLIAM B | - | Sell | $2.83K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2024 Q4 | - | 22 |
| 2024 Q3 | - | 6 |
| 2024 Q2 | - | 8 |
| 2023 Q4 | - | 1 |
| 2023 Q2 | - | - |
CPSS Ownership FAQ
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