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This page summarizes the CSA holdings changes quarter over quarter among those 13F filers that have reported for
the 12/31/2023 period, comparing share count change from 9/30/2023 to 12/31/2023.
Share count is compared over these two periods to provide an indication of whether CSA is being accumulated or
sold by institutions that file their holdings via 13F filings (and as always, when considering this data it is important to be mindful of the
long only reporting requirement).
Filer | 9/30/2023 Share Count | 12/31/2023 Share Count | Change | % Change |
13F Filers Increasing CSA Share Count |
UBS Group AG |
13,874 |
36,579 |
+22,705 |
+163.65% |
Rossmore Private Capital |
7,325 |
11,325 |
+4,000 |
+54.61% |
TAP Consulting LLC |
75,985 |
100,794 |
+24,809 |
+32.65% |
Advisor Group Holdings Inc. |
420 |
421 |
+1 |
+0.24% |
Cambridge Investment Research Advisors Inc. |
5,279 |
5,283 |
+4 |
+0.08% |
13F Filers Reporting New Positions In CSA |
Proequities Inc. |
0 |
0 |
UNCH |
100% |
Commonwealth Equity Services LLC |
0 |
3,167 |
+3,167 |
+100% |
Money Concepts Capital Corp |
0 |
23,269 |
+23,269 |
+100% |
Raymond James Financial Services Advisors Inc. |
0 |
3,151 |
+3,151 |
+100% |
Jane Street Group LLC |
0 |
16,511 |
+16,511 |
+100% |
Wealthcare Advisory Partners LLC |
0 |
13,750 |
+13,750 |
+100% |
13F Filers With Unchanged Share Count |
Wells Fargo & Company MN |
6,508 |
6,508 |
UNCH |
0.00% |
Comerica Bank |
59,202 |
59,202 |
UNCH |
0.00% |
Private Trust Co. NA |
392 |
392 |
UNCH |
0.00% |
Yousif Capital Management LLC |
55,702 |
55,702 |
UNCH |
0.00% |
Aspire Wealth Management Corp |
266 |
266 |
UNCH |
0.00% |
13F Filers Decreasing CSA Share Count |
Susquehanna International Group LLP |
46,090 |
3,678 |
-42,412 |
-92.02% |
Farther Finance Advisors LLC |
163 |
47 |
-116 |
-71.17% |
Morgan Stanley |
230 |
150 |
-80 |
-34.78% |
LPL Financial LLC |
99,671 |
93,614 |
-6,057 |
-6.08% |
Bank of America Corp DE |
10,719 |
10,400 |
-319 |
-2.98% |
Envestnet Asset Management Inc. |
3,735 |
3,718 |
-17 |
-0.46% |
13F Filers Exiting CSA |
Citadel Advisors LLC |
39,683 |
0 |
-39,683 |
-100.00% |
See Summary: Institutional Holders of CSA
See Details: Top 10 Hedge Funds Holding CSA
Also See: CSA Insider Buying
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