Integrated Wealth Concepts LLC - CSP INC ownership

CSP INC's ticker is CSPI and the CUSIP is 126389105. A total of 16 filers reported holding CSP INC in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
Integrated Wealth Concepts LLC ownership history of CSP INC
ValueSharesWeighting
Q3 2023$533,260
+46.9%
30,4720.0%0.01%
+50.0%
Q2 2023$362,922
+87562.3%
30,4720.0%0.01%
-33.3%
Q1 2023$414
+44.3%
30,4720.0%0.01%
+12.5%
Q4 2022$287
-99.9%
30,4720.0%0.01%
+14.3%
Q3 2022$219,000
-20.9%
30,4720.0%0.01%
-22.2%
Q2 2022$277,000
+15.4%
30,4720.0%0.01%
+28.6%
Q1 2022$240,000
-10.4%
30,4720.0%0.01%
-12.5%
Q4 2021$268,000
-1.5%
30,4720.0%0.01%
-11.1%
Q3 2021$272,000
-15.5%
30,4720.0%0.01%
-18.2%
Q2 2021$322,000
+21.5%
30,4720.0%0.01%0.0%
Q1 2021$265,000
+12.3%
30,4720.0%0.01%0.0%
Q4 2020$236,000
-10.3%
30,4720.0%0.01%
-31.2%
Q3 2020$263,000
+4.4%
30,4720.0%0.02%
-11.1%
Q2 2020$252,000
+18.3%
30,4720.0%0.02%
-10.0%
Q1 2020$213,000
-46.5%
30,4720.0%0.02%
-41.2%
Q4 2019$398,000
-2.7%
30,4720.0%0.03%
-26.1%
Q3 2019$409,000
-12.0%
30,4720.0%0.05%
-24.6%
Q2 2019$465,000
+36.8%
30,4720.0%0.06%
+5.2%
Q1 2019$340,000
+13.7%
30,4720.0%0.06%
-28.4%
Q4 2018$299,000
-26.5%
30,4720.0%0.08%
-34.1%
Q3 2018$407,000
+37.5%
30,4720.0%0.12%
+21.8%
Q2 2018$296,000
-9.8%
30,4720.0%0.10%
-23.5%
Q1 2018$328,000
-28.5%
30,4720.0%0.13%
-32.7%
Q4 2017$459,00030,4720.20%
Other shareholders
CSP INC shareholders Q2 2021
NameSharesValueWeighting ↓
Visionary Wealth Advisors 284,040$4,970,7000.40%
EAM Investors, LLC 79,028$1,382,9900.27%
NAVELLIER & ASSOCIATES INC 20,989$367,3080.06%
Dakota Wealth Management 24,250$424,3750.02%
BRIDGEWAY CAPITAL MANAGEMENT, LLC 37,100$649,2500.02%
Integrated Wealth Concepts LLC 30,472$533,2600.01%
Renaissance Technologies 170,063$2,9760.01%
MERCER GLOBAL ADVISORS INC /ADV 44,389$7770.00%
DIMENSIONAL FUND ADVISORS LP 260,348$4,556,0900.00%
FMR LLC 178$3,1150.00%
View complete list of CSP INC shareholders