A detailed history of Wealth Plan Investment Management, LLC transactions in Cullen/Frost Bankers, Inc. stock. As of the latest transaction made, Wealth Plan Investment Management, LLC holds 57,036 shares of CFR stock, worth $7.4 Million. This represents 0.94% of its overall portfolio holdings.

Number of Shares
57,036
Previous 58,519 2.53%
Holding current value
$7.4 Million
Previous $6.59 Million 12.01%
% of portfolio
0.94%
Previous 1.12%

Shares

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

Aug 09, 2024

SELL
$95.03 - $116.84 $140,929 - $173,273
-1,483 Reduced 2.53%
57,036 $5.8 Million
Q1 2024

May 16, 2024

BUY
$101.21 - $114.03 $439,352 - $495,004
4,341 Added 8.01%
58,519 $6.59 Million
Q4 2023

Jan 05, 2024

SELL
$83.66 - $110.44 $1.91 Million - $2.53 Million
-22,875 Reduced 29.69%
54,178 $5.88 Million
Q3 2023

Nov 15, 2023

BUY
$88.62 - $116.39 $1.57 Million - $2.06 Million
17,665 Added 29.75%
77,053 $7.03 Million
Q3 2023

Nov 09, 2023

BUY
$88.62 - $116.39 $1.97 Million - $2.59 Million
22,227 Added 59.81%
59,388 $5.42 Million
Q2 2023

Aug 14, 2023

BUY
$93.42 - $113.27 $3.31 Million - $4.01 Million
35,411 Added 2023.49%
37,161 $4 Million
Q2 2023

Jul 25, 2023

SELL
$93.42 - $113.27 $6.47 Million - $7.85 Million
-69,283 Reduced 97.54%
1,750 $188,000
Q1 2023

May 08, 2023

SELL
$97.86 - $137.1 $4.24 Million - $5.95 Million
-43,371 Reduced 37.91%
71,033 $7.48 Million
Q4 2022

Feb 15, 2023

BUY
$125.59 - $159.7 $3.7 Million - $4.7 Million
29,455 Added 34.67%
114,404 $15.3 Million
Q3 2022

Dec 12, 2022

SELL
$20.45 - $142.16 $6,605 - $45,917
-323 Reduced 0.38%
84,949 $11.7 Million
Q1 2022

Sep 07, 2022

BUY
$128.94 - $145.89 $11 Million - $12.4 Million
85,272 New
85,272 $11.3 Million

Others Institutions Holding CFR

About CULLEN/FROST BANKERS, INC.


  • Ticker CFR
  • Exchange NYSE
  • Sector Financial Services
  • Industry Banks—Regional
  • Shares Outstandng 64,128,000
  • Market Cap $8.33B
  • Description
  • Cullen/Frost Bankers, Inc. operates as the bank holding company for Frost Bank that offers commercial and consumer banking services in Texas. It operates in two segments, Banking and Frost Wealth Advisors. The company offers commercial banking services to corporations and other business clients, including financing for industrial and commercial ...
More about CFR
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