Creative Planning Blucora, Inc. Transaction History
Creative Planning
- $101 Billion
- Q3 2024
Shares
2 transactions
Others Institutions Holding BCOR
# of Institutions
5Shares Held
307KCall Options Held
0Put Options Held
0-
Rothschild & CO Asset Management Us Inc. New York, NY295KShares$7.43 Million0.11% of portfolio
-
Kula Investments, LLC Chicago, IL11.9KShares$300,0560.08% of portfolio
-
Ancora Advisors, LLC Cleveland, OH100Shares$2,5200.0% of portfolio
-
Wipfli Financial Advisors Llc,28Shares$7050.0% of portfolio
-
Huntington National Bank Columbus, OH1Shares$250.0% of portfolio
About BLUCORA, INC.
- Ticker BCOR
- Exchange NASDAQ
- Sector Financial Services
- Industry Asset Management
- Shares Outstandng 47,746,200
- Market Cap $1.2B
- Description
- Blucora, Inc. provides technology-enabled financial solutions to consumers, small business owners, tax professionals, financial advisors, and certified public accounting firms in the United States. The company operates through two segments, Wealth Management and Tax Preparation. The Wealth Management segment offers an integrated platform of brok...