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Institutional Holdings

CSQ

Ownership Summary

Institutions Holding
4
Total Shares Held
10,061
Total Value Held
$206,850
Quarter
2026-06-30

Active Positions

Increased Positions
1
9,861 shares
Decreased Positions
0
0 shares
Held Positions
1
200 shares
New Positions
0
0 shares
Sold Out Positions
2
20,966 shares
Institution Shares Value Change % of Portfolio Reported
PRIVATE TRUST CO NA 9,861 $202,738 ▲ +3,407 0.02% 2026-06-30
City State Bank 200 $4,112 Unchanged 0.00% 2026-06-30
LANARK FINANCIAL, INC. 0 $0 Sold out 2026-06-30
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 0 $0 Sold out 2026-06-30