CSP Ownership | Who Owns CSP?
CSP Ownership Summary
CSP is owned by 29.71% institutional investors, 30.68% insiders, and 39.61% retail investors. Copeland capital management is the largest institutional shareholder, holding 0.05% of CSPI shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 2.82% 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 | 54.50% | 11.36% | 34.13% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Copeland capital management | 4.53K | 0.05% | $72.83K |
| Fny investment advisers | 1.00K | 0.01% | $16.00K |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Fny investment advisers | 1.00K | 0.01% | $16.00K |
| Copeland capital management | 4.53K | 0.00% | $72.83K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Copeland capital management | 4.53K | 0.00% | 1.28K |
| Fny investment advisers | 1.00K | 0.01% | 1.00K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Fny investment advisers | 1.00K | 0.01% | 1.00K |
| Copeland capital management | 4.53K | 0.00% | 1.28K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Fny investment advisers | 1.00K | 0.01% | 1.00K | $16.00K |
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 | 2.82% | - |
| DFA US Small Cap Value I | 181.48K | 1.84% | -2.34K |
| Vanguard Institutional Extnd Mkt Idx Tr | 109.25K | 1.11% | -997.00 |
| DFA US Micro Cap I | 99.78K | 1.01% | - |
| Bridgeway Ultra-Small Company Market | 60.00K | 0.61% | - |
| DFA US Small Cap I | 52.80K | 0.53% | - |
| WisdomTree US SmallCap Dividend ETF | 45.98K | 0.47% | - |
| Fidelity Extended Market Index | 34.98K | 0.35% | -231.00 |
| DFA US Targeted Value I | 33.87K | 0.34% | 4.16K |
| 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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