CSP Ownership | Who Owns CSP?
CSP Ownership Summary
CSP is owned by 29.71% institutional investors, 30.68% insiders, and 39.61% retail investors. Visionary wealth advisors is the largest institutional shareholder, holding 6.61% of CSPI shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 2.86% of its assets in CSP shares.
CSPI Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | CSP | 29.71% | 30.68% | 39.61% |
| Sector | Technology Stocks | 54.54% | 11.27% | 34.19% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Visionary wealth advisors | 599.17K | 6.61% | $8.93M |
| Dimensional fund advisors lp | 503.52K | 5.55% | $7.50M |
| Renaissance | 442.23K | 4.88% | $6.59M |
| Vanguard group | 404.15K | 4.46% | $6.02M |
| Mercer global advisors inc /adv | 197.56K | 2.18% | $2.94M |
| Geode capital management | 72.61K | 0.80% | $1.08M |
| Bank of new york mellon | 68.18K | 0.75% | $1.02M |
| Bridgeway capital management | 63.00K | 0.69% | $938.70K |
| Navellier & associates | 62.37K | 0.69% | $929.34K |
| Millennium management | 46.77K | 0.52% | $696.93K |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Visionary wealth advisors | 599.17K | 0.58% | $8.93M |
| Apis capital advisors | 36.00K | 0.40% | $536.40K |
| Navellier & associates | 62.37K | 0.11% | $929.34K |
| Bridgeway capital management | 63.00K | 0.02% | $938.70K |
| Gsa capital partners llp | 12.10K | 0.01% | $180.00K |
| Renaissance | 442.23K | 0.01% | $6.59M |
| Mercer global advisors inc /adv | 197.56K | 0.01% | $2.94M |
| Integrated wealth concepts | 23.47K | 0.00% | $349.69K |
| Dimensional fund advisors lp | 503.52K | 0.00% | $7.50M |
| Millennium management | 46.77K | 0.00% | $696.93K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Mercer global advisors inc /adv | 197.56K | 0.01% | 108.78K |
| American century companies | 33.73K | 0.00% | 33.73K |
| Renaissance | 442.23K | 0.01% | 15.80K |
| Visionary wealth advisors | 599.17K | 0.58% | 13.32K |
| Gsa capital partners llp | 12.10K | 0.01% | 12.10K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Envestnet asset management | - | - | -88.78K |
| Goldman sachs group | - | - | -49.09K |
| Man group | - | - | -33.41K |
| Jane street group | - | - | -26.22K |
| Hrt financial lp | - | - | -24.88K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| American century companies | 33.73K | 0.00% | 33.73K | $502.59K |
| Gsa capital partners llp | 12.10K | 0.01% | 12.10K | $180.00K |
Sold Out
| Holder | Change |
|---|---|
| Innealta capital | -3.00 |
| Advisor group | -46.00 |
| Macquarie group | -144.00 |
| Wells fargo & company/mn | -235.00 |
| Fny investment advisers | -1.10K |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Sep 30, 2024 | 32 | 6.67% | 2,707,015 | -1.74% | 29 | 3.22% | 15 | 50.00% | 10 | -41.18% |
| Jun 30, 2024 | 30 | -14.29% | 2,754,883 | -3.11% | 30 | 2.95% | 10 | -69.70% | 17 | 750.00% |
| Mar 31, 2024 | 35 | 40.00% | 2,843,365 | 119.24% | 32 | 3.75% | 33 | 200.00% | 2 | -75.00% |
| Dec 31, 2023 | 25 | 8.70% | 1,296,941 | 2.10% | 29 | 3.53% | 11 | -15.38% | 8 | 60.00% |
| Sep 30, 2023 | 23 | 35.29% | 1,270,280 | 10.30% | 28 | 4.18% | 13 | 116.67% | 5 | 25.00% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Total Stock Mkt Idx Inv | 278.89K | 2.86% | - |
| DFA US Small Cap Value I | 207.34K | 2.12% | -15.63K |
| Vanguard Institutional Extnd Mkt Idx Tr | 110.25K | 1.13% | - |
| DFA US Micro Cap I | 99.78K | 1.02% | - |
| Bridgeway Ultra-Small Company Market | 60.00K | 0.61% | - |
| DFA US Small Cap I | 54.62K | 0.56% | - |
| WisdomTree US SmallCap Dividend ETF | 45.59K | 0.47% | - |
| Fidelity Extended Market Index | 36.21K | 0.37% | -2.81K |
| DFA US Targeted Value I | 27.21K | 0.28% | 6.63K |
| Navellier Small-Mid Cap Growth | 24.00K | 0.25% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Aug 23, 2024 | JAMES C SHELTON | - | Sell | $7.05K |
| Aug 23, 2024 | JAMES C SHELTON | - | Sell | $7.04K |
| Aug 21, 2024 | JAMES C SHELTON | - | Sell | $28.50K |
| Aug 15, 2024 | NERGES JOSEPH R | - | Buy | $8.34K |
| Aug 15, 2024 | NERGES JOSEPH R | - | Buy | $3.84K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2024 Q3 | 23 | 1 |
| 2024 Q2 | 111 | - |
| 2024 Q1 | 21 | - |
| 2023 Q4 | 2 | - |
| 2023 Q3 | 66 | - |
CSPI Ownership FAQ
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