LIBERTY WEALTH MANAGEMENT LLC - CASS INFORMATION SYS INC ownership

CASS INFORMATION SYS INC's ticker is CASS and the CUSIP is 14808P109. A total of 124 filers reported holding CASS INFORMATION SYS INC in Q3 2023. The put-call ratio across all filers is 0.88 and the average weighting 0.1%.

Quarter-by-quarter ownership
LIBERTY WEALTH MANAGEMENT LLC ownership history of CASS INFORMATION SYS INC
ValueSharesWeighting
Q3 2021$13,000
+116.7%
286
+100.0%
0.01%
+150.0%
Q2 2021$6,000
+20.0%
143
+3.6%
0.00%0.0%
Q1 2021$5,0000.0%1380.0%0.00%0.0%
Q4 2020$5,000
-16.7%
138
+0.7%
0.00%
-50.0%
Q3 2020$6,000
+500.0%
137
+260.5%
0.00%
+300.0%
Q2 2020$1,000380.00%
Other shareholders
CASS INFORMATION SYS INC shareholders Q3 2023
NameSharesValueWeighting ↓
BUCKINGHAM STRATEGIC WEALTH, LLC 877,082$40,583,0002.00%
Euclidean Technologies Management, LLC 48,810$2,258,0001.96%
SouthernSun Asset Management 283,160$13,102,0001.36%
Tributary Capital Management, LLC 253,270$11,719,0000.92%
CLARK FINANCIAL SERVICES GROUP INC /BD 15,986$740,0000.63%
GHP Investment Advisors, Inc. 74,582$3,451,0000.30%
HEARTLAND ADVISORS INC 49,685$2,299,0000.14%
CRAWFORD INVESTMENT COUNSEL INC 137,881$6,380,0000.14%
MONETA GROUP INVESTMENT ADVISORS LLC 43,484$2,012,0000.11%
River Road Asset Management, LLC 170,273$7,879,0000.10%
View complete list of CASS INFORMATION SYS INC shareholders