Wealth Plan Partners, LLC Comerica Inc Transaction History

Wealth Plan Partners, LLC

$745 Billion
Q3 2024

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 05, 2024	SELL	$37.95 - $56.81 $487,505 - $729,781	-12,846 Reduced 26.97%	34,784 $1.94 Billion
Q3 2023 Nov 01, 2023	BUY	$39.95 - $53.96 $631,249 - $852,621	15,801 Added 49.64%	47,630 $1.98 Billion
Q2 2023 Jul 31, 2023	BUY	$31.21 - $47.09 $156,986 - $236,862	5,030 Added 18.77%	31,829 $1.35 Billion
Q1 2023 May 10, 2023	BUY	$40.4 - $76.94 $953,318 - $1.82 Million	23,597 Added 736.95%	26,799 $1.16 Billion
Q4 2022 Feb 16, 2023	SELL	$63.52 - $76.44 $84,481 - $101,665	-1,330 Reduced 29.35%	3,202 $243 Million
Q1 2022 May 03, 2022	SELL	$84.49 - $101.24 $15,968 - $19,134	-189 Reduced 4.0%	4,532 $371,000
Q4 2021 Feb 01, 2022	SELL	$80.65 - $90.57 $405,992 - $455,929	-5,034 Reduced 51.6%	4,721 $438,000
Q3 2021 Dec 09, 2021	SELL	$63.53 - $82.52 $108,001 - $140,284	-1,700 Reduced 14.84%	9,755 $785,000
Q2 2021 Aug 19, 2021	BUY	$67.3 - $79.65 $51,215 - $60,613	761 Added 7.12%	11,455 $858,000
Q1 2021 May 11, 2021	BUY	$55.5 - $72.17 $3,829 - $4,979	69 Added 0.65%	10,694 $819,000
Q4 2020 Feb 09, 2021	BUY	$38.08 - $56.2 $29,816 - $44,004	783 Added 7.96%	10,625 $674,000
Q3 2020 Dec 18, 2020	SELL	$33.4 - $42.15 $31,095 - $39,241	-931 Reduced 8.64%	9,842 $475,000
Q2 2020 Aug 19, 2020	BUY	$26.05 - $46.77 $280,636 - $503,853	10,773 New	10,773 $444,000
Q1 2019 May 16, 2019	SELL	$69.28 - $88.31 $161,560 - $205,938	-2,332 Closed	0 $0
Q4 2018 Feb 20, 2019	SELL	$64.45 - $92.72 $55,749 - $80,202	-865 Reduced 27.06%	2,332 $201,000
Q3 2018 Nov 21, 2018	SELL	$89.46 - $99.43 $42,404 - $47,129	-474 Reduced 12.91%	3,197 $252,000
Q2 2018 Aug 16, 2018	SELL	$90.92 - $100.31 $140,835 - $155,380	-1,549 Reduced 29.67%	3,671 $334,000
Q1 2018 May 16, 2018	BUY	$86.54 - $102.21 $451,738 - $533,536	5,220 New	5,220 $500,000

Others Institutions Holding CMA

# of Institutions

600

Shares Held

111M

Call Options Held

2.68M

Put Options Held

3.34M

Black Rock Inc. New York, NY

19.3M
Shares

$1.2 Billion
0.02% of portfolio
Vanguard Group Inc Valley Forge, PA

14.8M
Shares

$923 Million
0.02% of portfolio
State Street Corp Boston, MA

4.98M
Shares

$310 Million
0.01% of portfolio
Dimensional Fund Advisors LP Austin, TX

4.92M
Shares

$307 Million
0.07% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

4.31M
Shares

$268 Million
0.05% of portfolio

View Full List

About COMERICA INC

Ticker CMA
Exchange NYSE
Sector Financial Services
Industry Banks—Regional
Shares Outstandng 130,921,000
Market Cap $8.16B
Description
Comerica Incorporated, through its subsidiaries, provides various financial products and services. It operates through Commercial Bank, Retail Bank, Wealth Management, and Finance segments. The Commercial Bank segment offers various products and services, including commercial loans and lines of credit, deposits, cash management, capital market p...

More about CMA

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