A detailed history of Creative Planning transactions in Cass Information Systems Inc stock. As of the latest transaction made, Creative Planning holds 11,521 shares of CASS stock, worth $475,702. This represents 0.0% of its overall portfolio holdings.

Number of Shares
11,521
Previous 10,311 11.74%
Holding current value
$475,702
Previous $448,000 1.12%
% of portfolio
0.0%
Previous 0.0%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 14, 2025

BUY
$39.33 - $46.2 $47,589 - $55,902
1,210 Added 11.74%
11,521 $453,000
Q2 2025

Aug 08, 2025

BUY
$39.19 - $44.2 $204,885 - $231,077
5,228 Added 102.85%
10,311 $448,000
Q1 2025

May 15, 2025

SELL
$38.87 - $45.08 $43,884 - $50,895
-1,129 Reduced 18.17%
5,083 $219,000
Q4 2024

Feb 14, 2025

BUY
$39.91 - $46.17 $50,805 - $58,774
1,273 Added 25.77%
6,212 $254,000
Q3 2024

Oct 11, 2024

BUY
$38.24 - $46.2 $188,867 - $228,181
4,939 New
4,939 $204,000
Q1 2024

May 10, 2024

BUY
$41.37 - $48.43 $190,343 - $222,826
4,601 New
4,601 $221,000
Q3 2023

Nov 16, 2023

BUY
$36.75 - $39.81 $3,564 - $3,861
97 New
97 $3,000

Others Institutions Holding CASS

About CASS INFORMATION SYSTEMS INC


  • Ticker CASS
  • Exchange NASDAQ
  • Sector Industrials
  • Industry Specialty Business Services
  • Shares Outstandng 13,657,700
  • Market Cap $564M
  • Description
  • Cass Information Systems, Inc. provides payment and information processing services to manufacturing, distribution, and retail enterprises in the United States. It operates through two segments, Information Services and Banking Services. The company's services include freight invoice rating, payment processing, auditing, and the generation of ac...
More about CASS
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