AXXCESS WEALTH MANAGEMENT, LLC has opened a new $1.5M position in $CSV, per a new SEC 13F filing. This disclosure reflects the funds' holdings for the 06-30-2025 report period. You can see the fund's full portfolio on Quiver Quantitative, and also track the largest institutional owners of $CSV.
$CSV Hedge Fund Activity
We have seen 61 institutional investors add shares of $CSV stock to their portfolio, and 79 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- FMR LLC added 1,793,722 shares (+428.9%) to their portfolio in Q1 2025, for an estimated $69,506,727
- AMERIPRISE FINANCIAL INC removed 1,090,264 shares (-72.0%) from their portfolio in Q1 2025, for an estimated $42,247,730
- PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. added 91,500 shares (+inf%) to their portfolio in Q1 2025, for an estimated $3,545,625
- MANATUCK HILL PARTNERS, LLC added 90,000 shares (+163.6%) to their portfolio in Q1 2025, for an estimated $3,487,500
- PRAETORIAN PR LLC removed 80,000 shares (-100.0%) from their portfolio in Q1 2025, for an estimated $3,100,000
- LPL FINANCIAL LLC added 74,193 shares (+120.2%) to their portfolio in Q1 2025, for an estimated $2,874,978
- DIMENSIONAL FUND ADVISORS LP removed 69,572 shares (-9.5%) from their portfolio in Q1 2025, for an estimated $2,695,915
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
$CSV Insider Trading Activity
$CSV insiders have traded $CSV stock on the open market 9 times in the past 6 months. Of those trades, 0 have been purchases and 9 have been sales.
Here’s a breakdown of recent trading of $CSV stock by insiders over the last 6 months:
- STEVEN D METZGER (President) has made 0 purchases and 5 sales selling 11,001 shares for an estimated $452,557.
- CARLOS R. QUEZADA (CEO) has made 0 purchases and 4 sales selling 8,857 shares for an estimated $357,164.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
$CSV Analyst Ratings
Wall Street analysts have issued reports on $CSV in the last several months. We have seen 2 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Roth MKM issued a "Buy" rating on 05/02/2025
- Barrington Research issued a "Outperform" rating on 05/01/2025
To track analyst ratings and price targets for $CSV, check out Quiver Quantitative's $CSV forecast page.
$CSV Price Targets
Multiple analysts have issued price targets for $CSV recently. We have seen 2 analysts offer price targets for $CSV in the last 6 months, with a median target of $50.5.
Here are some recent targets:
- George Kelly from Roth MKM set a target price of $51.0 on 05/02/2025
- Alexander Paris from Barrington Research set a target price of $50.0 on 05/01/2025
Note that there may be inaccuracies in these estimates due to filing errors by the funds, parsing errors by us, or other anomalies.
Check out Quiver Quantitative's $CSV ticker page for more data.
