A detailed history of Creative Planning transactions in Artisan Partners Asset Management Inc. stock. As of the latest transaction made, Creative Planning holds 8,143 shares of APAM stock, worth $345,996. This represents 0.0% of its overall portfolio holdings.

Number of Shares
8,143
Previous 12,096 32.68%
Holding current value
$345,996
Previous $553,000 39.24%
% of portfolio
0.0%
Previous 0.0%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 15, 2024

SELL
$39.8 - $46.74 $157,329 - $184,763
-3,953 Reduced 32.68%
8,143 $336,000
Q1 2024

May 10, 2024

BUY
$40.92 - $45.77 $209,551 - $234,388
5,121 Added 73.42%
12,096 $553,000
Q4 2023

Feb 14, 2024

BUY
$32.23 - $45.24 $32,229 - $45,240
1,000 Added 16.74%
6,975 $308,000
Q3 2023

Nov 16, 2023

SELL
$36.16 - $42.72 $130,682 - $154,390
-3,614 Reduced 37.69%
5,975 $223,000
Q2 2023

Jul 21, 2023

BUY
$31.5 - $39.89 $302,053 - $382,505
9,589 New
9,589 $376,000
Q2 2021

Aug 04, 2021

SELL
$48.56 - $56.66 $1.09 Million - $1.27 Million
-22,490 Closed
0 $0
Q1 2021

Apr 30, 2021

BUY
$46.06 - $54.42 $147,990 - $174,851
3,213 Added 16.67%
22,490 $1.17 Million
Q4 2020

Jan 29, 2021

BUY
$38.3 - $50.67 $4,864 - $6,435
127 Added 0.66%
19,277 $970,000
Q2 2020

Jul 23, 2020

BUY
$19.59 - $33.26 $375,148 - $636,929
19,150 New
19,150 $622,000

Others Institutions Holding APAM

About Artisan Partners Asset Management Inc.


  • Ticker APAM
  • Exchange NYSE
  • Sector Financial Services
  • Industry Asset Management
  • Shares Outstandng 67,412,704
  • Market Cap $2.86B
  • Description
  • Artisan Partners Asset Management Inc. is publicly owned investment manager. It provides its services to pension and profit sharing plans, trusts, endowments, foundations, charitable organizations, government entities, private funds and non-U.S. funds, as well as mutual funds, non-U.S. funds and collective trusts. It manages separate client-focu...
More about APAM
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