Creative Planning New York Mortgage Trust Inc Transaction History

Creative Planning

$103 Billion
Q4 2024

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 10, 2023	BUY	$2.22 - $2.94 $42,479 - $56,256	19,135 New	19,135 $48,000
Q1 2022 May 16, 2022	SELL	$3.43 - $3.84 $90,143 - $100,919	-26,281 Closed	0 $0
Q4 2021 Feb 11, 2022	BUY	$3.61 - $4.5 $512 - $639	142 Added 0.54%	26,281 $98,000
Q3 2021 Nov 10, 2021	BUY	$4.2 - $4.55 $1,066 - $1,155	254 Added 0.98%	26,139 $111,000
Q2 2021 Aug 04, 2021	SELL	$4.28 - $4.82 $172,304 - $194,043	-40,258 Reduced 60.87%	25,885 $116,000
Q1 2021 Apr 30, 2021	BUY	$3.59 - $4.7 $4,882 - $6,392	1,360 Added 2.1%	66,143 $296,000
Q4 2020 Jan 29, 2021	BUY	$2.54 - $3.84 $57,597 - $87,075	22,676 Added 53.85%	64,783 $239,000
Q3 2020 Nov 05, 2020	BUY	$2.34 - $2.86 $8,578 - $10,484	3,666 Added 9.54%	42,107 $107,000
Q2 2020 Jul 23, 2020	SELL	$1.08 - $3.39 $3,679 - $11,549	-3,407 Reduced 8.14%	38,441 $100,000
Q1 2020 May 05, 2020	SELL	$1.02 - $6.38 $1,591 - $9,952	-1,560 Reduced 3.59%	41,848 $65,000
Q4 2019 Jan 30, 2020	SELL	$6.02 - $6.44 $11,811 - $12,635	-1,962 Reduced 4.32%	43,408 $270,000
Q3 2019 Nov 01, 2019	BUY	$5.94 - $6.28 $219 - $232	37 Added 0.08%	45,370 $276,000
Q2 2019 Jul 26, 2019	BUY	$6.03 - $6.43 $10,106 - $10,776	1,676 Added 3.84%	45,333 $281,000
Q1 2019 Apr 24, 2019	SELL	$5.9 - $6.35 $127,481 - $137,204	-21,607 Reduced 33.11%	43,657 $266,000
Q4 2018 Feb 01, 2019	BUY	$5.62 - $6.31 $90,852 - $102,007	16,166 Added 32.93%	65,264 $384,000
Q3 2018 Oct 25, 2018	SELL	$6.05 - $6.48 $3,563 - $3,816	-589 Reduced 1.19%	49,098 $299,000
Q2 2018 Jul 20, 2018	SELL	$5.83 - $6.23 $124,686 - $133,241	-21,387 Reduced 30.09%	49,687 $299,000
Q1 2018 Apr 18, 2018	SELL	$5.45 - $6.16 $3,008 - $3,400	-552 Reduced 0.77%	71,074 $421,000
Q4 2017 Jan 17, 2018	SELL	$5.92 - $6.49 $245,034 - $268,627	-41,391 Reduced 36.62%	71,626 $442,000
Q3 2017 Oct 17, 2017	BUY	$6.1 - $6.41 $689,403 - $724,438	113,017	113,017 $695,000

Others Institutions Holding NYMT

# of Institutions

Shares Held

194K

Call Options Held

Put Options Held

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About NEW YORK MORTGAGE TRUST INC

Ticker NYMT
Exchange NASDAQ
Sector Real Estate
Industry REIT—Mortgage
Shares Outstandng 377,723,008
Market Cap $2.44B
Description
New York Mortgage Trust, Inc. acquires, invests in, finances, and manages mortgage-related single-family and multi-family residential assets in the United States. Its targeted investments include residential loans, second mortgages, and business purpose loans; structured multi-family property investments, such as preferred equity in, and mezzani...

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