Filing Research | CMP - COMPASS MINERALS INTL INC Institutional Holdings

Snapshot holdings

33 / 33 loaded

#		Instrument	quantity
1	O'Keefe Stevens Advisory, Inc.	Shares	631.3KSH	$19.7M
2	LEE DANNER & BASS INC	Shares	580.8KSH	$18.1M
3	HENNESSY ADVISORS INC	Shares	345.5KSH	$10.8M
4	Y-Intercept (Hong Kong) Ltd	Shares	48.5KSH	$1.5M
5	EQUITABLE TRUST CO	Shares	25.0KSH	$778.3K
6	Ballentine Partners, LLC	Shares	18.8KSH	$586.4K
7	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	14.8KSH	$442.5K
8	Police & Firemen's Retirement System of New Jersey	Shares	9.6KSH	$298.1K
9	Independent Wealth Network Inc.	Shares	6.8KSH	$212.9K
10	Investors Research Corp	Shares	1.0KSH	$31.1K
11	GAMMA Investing LLC	Shares	833SH	$25.9K
12	IFP Advisors, Inc	Shares	604SH	$18.8K
13	SIGNATUREFD, LLC	Shares	554SH	$17.2K
14	Farther Finance Advisors, LLC	Shares	485SH	$15.1K
15	Versant Capital Management, Inc	Shares	343SH	$10.7K
16	EverSource Wealth Advisors, LLC	Shares	335SH	$10.4K
17	SJS Investment Consulting Inc.	Shares	201SH	$6.3K
18	LANARK FINANCIAL, INC.	Shares	195SH	$6.1K
19	Valued Wealth Advisors LLC	Shares	175SH	$5.4K
20	Kentucky Trust Co	Shares	100SH	$3.1K
21	Marshall & Sterling Wealth Advisors Inc.	Shares	100SH	$3.1K
22	SBI Securities Co., Ltd.	Shares	73SH	$2.3K
23	Wealth Enhancement Trust Services, Inc.	Shares	71SH	$2.2K
24	True Wealth Design, LLC	Shares	52SH	$1.6K
25	Hartford Financial Management Inc.	Shares	50SH	$1.6K
26	TRUST CO OF TOLEDO NA /OH/	Shares	50SH	$1.6K
27	City State Bank	Shares	15SH	$467
28	Physician Wealth Advisors, Inc.	Shares	12SH	$374
29	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	Shares	2.9KSH	$90
30	TSFG, LLC	Shares	2.5KSH	$78
31	State of Alaska, Department of Revenue	Shares	1.6KSH	$51
32	CoreCap Advisors, LLC	Shares	0SH	$4
33	Capital Advisors, Ltd. LLC	Shares	32SH	$1

Manager changes2026-06-30 vs 2026-03-31

36 / 36 loaded

#		Instrument
1	HENNESSY ADVISORS INC new	Shares	+345.5K	+$10.8M	$10.8M
2	O'Keefe Stevens Advisory, Inc. added	Shares	+20.8K	+$5.4M	$19.7M
3	LEE DANNER & BASS INC trimmed	Shares	-25.0K	+$3.9M	$18.1M
4	Y-Intercept (Hong Kong) Ltd new	Shares	+48.5K	+$1.5M	$1.5M
5	EQUITABLE TRUST CO new	Shares	+25.0K	+$778.3K	$778.3K
6	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC new	Shares	+14.8K	+$442.5K	$442.5K
7	Independent Wealth Network Inc. new	Shares	+6.8K	+$212.9K	$212.9K
8	Ballentine Partners, LLC added	Shares	+32	+$147.3K	$586.4K
9	Police & Firemen's Retirement System of New Jersey unchanged	Shares	0	+$74.5K	$298.1K
10	IFP Advisors, Inc added	Shares	+561	+$17.8K	$18.8K
11	GAMMA Investing LLC added	Shares	+181	+$10.7K	$25.9K
12	Farther Finance Advisors, LLC added	Shares	+96	+$6.0K	$15.1K
13	SJS Investment Consulting Inc. added	Shares	+156	+$5.2K	$6.3K
14	SIGNATUREFD, LLC unchanged	Shares	0	+$4.3K	$17.2K
15	Versant Capital Management, Inc added	Shares	+28	+$3.3K	$10.7K
16	Valued Wealth Advisors LLC added	Shares	+69	+$3.0K	$5.4K
17	Investors Research Corp trimmed	Shares	-214	+$2.8K	$31.1K
18	Wealth Enhancement Trust Services, Inc. new	Shares	+71	+$2.2K	$2.2K
19	True Wealth Design, LLC new	Shares	+52	+$1.6K	$1.6K
20	LANARK FINANCIAL, INC. unchanged	Shares	0	+$1.5K	$6.1K
21	Kentucky Trust Co unchanged	Shares	0	+$778	$3.1K
22	Marshall & Sterling Wealth Advisors Inc. unchanged	Shares	0	+$778	$3.1K
23	SBI Securities Co., Ltd. unchanged	Shares	0	+$567	$2.3K
24	Hartford Financial Management Inc. unchanged	Shares	0	+$389	$1.6K
25	TRUST CO OF TOLEDO NA /OH/ unchanged	Shares	0	+$389	$1.6K
26	Physician Wealth Advisors, Inc. new	Shares	+12	+$374	$374
27	City State Bank unchanged	Shares	0	+$117	$467
28	TSFG, LLC unchanged	Shares	0	+$20	$78
29	NEW YORK STATE TEACHERS RETIREMENT SYSTEM trimmed	Shares	-242	+$17	$90
30	State of Alaska, Department of Revenue unchanged	Shares	0	+$13	$51
31	CoreCap Advisors, LLC unchanged	Shares	0	+$1	$4
32	Capital Advisors, Ltd. LLC unchanged	Shares	0	$0	$1
33	Main Street Group, LTD exited	Shares	-205	-$4.8K	$0
34	Sound Income Strategies, LLC exited	Shares	-258	-$6.0K	$0
35	Crews Bank & Trust exited	Shares	-352	-$8.2K	$0
36	EverSource Wealth Advisors, LLC trimmed	Shares	-896	-$18.3K	$10.4K