CSP Inc. Major Shareholders & Ownership History
Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
---|---|---|---|---|---|
VISIONARY WEALTH ADVISORS | 08/14/2025 | 740.19 K | $9.58 M | 5.67% | 7.92% |
BLACKROCK, INC. | 08/12/2025 | 286.99 K | $3.71 M | 612.62% | 3.07% |
NAVELLIER & ASSOCIATES INC | 08/07/2025 | 36.85 K | $476.83 K | 1.35% | 0.39% |
INTEGRATED WEALTH CONCEPTS LLC | 08/14/2025 | 23.53 K | $304.44 K | 0.00% | 0.25% |
MORGAN STANLEY | 08/15/2025 | 11.07 K | $143.28 M | 73.92% | 0.12% |
MERCER GLOBAL ADVISORS INC /ADV | 08/14/2025 | 10.28 K | $133.00 K | 0.00% | 0.11% |
RAYMOND JAMES FINANCIAL INC | 08/14/2025 | 7.00 K | $90.64 K | 100.00% | 0.08% |
COPELAND CAPITAL MANAGEMENT, LLC | 07/21/2025 | 3.97 K | $51.38 K | 16.38% | 0.04% |
MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 08/14/2025 | 3.78 K | $48.97 K | 100.00% | 0.04% |
ROYAL BANK OF CANADA | 08/14/2025 | 3.18 K | $41.00 K | 67.42% | 0.03% |
08/08/2025 | 2.53 K | $32.78 K | 100.00% | 0.03% | |
BNP PARIBAS ARBITRAGE, SNC | 08/14/2025 | 979 | $12.67 M | 100.00% | 0.01% |
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 08/14/2025 | 433 | $5.60 M | 100.00% | 0.00% |
FMR LLC | 08/14/2025 | 166 | $2.15 M | 30.71% | 0.00% |
STERLING CAPITAL MANAGEMENT LLC | 08/08/2025 | 41 | $531 | 100.00% | 0.00% |
08/08/2025 | 14 | $181 | -17.65% | 0.00% | |
AMERICAN CENTURY COMPANIES INC | 08/12/2025 | 0 | $0 | -100.00% | 0.00% |
OMERS ADMINISTRATION CORP | 08/13/2025 | 0 | $0 | -100.00% | 0.00% |
MARSHALL WACE, LLP | 08/13/2025 | 0 | $0 | -100.00% | 0.00% |
HRT FINANCIAL LP | 08/14/2025 | 0 | $0 | -100.00% | 0.00% |
JANE STREET GROUP, LLC | 08/14/2025 | 0 | $0 | -100.00% | 0.00% |
QUBE RESEARCH & TECHNOLOGIES LTD | 08/14/2025 | 0 | $0 | -100.00% | 0.00% |
GAMMA INVESTING LLC | 07/14/2025 | 0 | $0 | -100.00% | 0.00% |
CSP Inc. institutional Ownership - FAQ's
During the previous two years, 28 institutional investors and hedge funds held shares of CSP Inc.. The most heavily invested institutionals were:
Visionary Wealth Advisors: 740,187
BlackRock, Inc.: 286,985
NAVELLIER & ASSOCIATES INC: 36,849
Integrated Wealth Concepts LLC: 23,527
MORGAN STANLEY: 11,072
MERCER GLOBAL ADVISORS INC /ADV: 10,278
31.22% of CSP Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 1.50 M shares in the last 24 months. This purchase volume represents approximately $17.88 M in transactions.