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Federated Investors shares owned by Creative Planning

Quarter-by-quarter ownership of Federated Investors (FHI) shares owned by Creative Planning from 13F filings

Historical chart of Creative Planning investment in Federated Investors

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All positions including Federated Investors held by Creative Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Federated Investors by Creative Planning

Quarter filed Position value Share count Share price at filing
2023-12-31 $765k 23k 33.86
2023-09-30 $918k 27k 33.87
2023-06-30 $878k 25k 35.85
2023-03-31 $980k 24k 40.14
2022-12-31 $1.2M 33k 36.31
2022-09-30 $1.1M 34k 33.11
2022-06-30 $990k 31k 31.78
2022-03-31 $1.1M 31k 34.05
2021-12-31 $1.2M 31k 37.59
2021-09-30 $998k 31k 32.51
2021-06-30 $1.5M 45k 33.92
2021-03-31 $685k 22k 31.31
2020-12-31 $826k 29k 28.90
2020-09-30 $560k 26k 21.49
2019-12-31 $238k 7.3k 32.66
2017-06-30 $28k 984 28.46
2017-03-31 $27k 1.0k 25.94
2016-12-31 $46k 1.6k 28.03
2016-09-30 $39k 1.3k 29.37
2016-06-30 $35k 1.2k 28.88
2016-03-31 $35k 1.2k 28.88
2015-12-31 $35k 1.2k 28.88
2015-09-30 $31k 1.1k 29.19
2015-03-31 $78k 2.3k 33.97
2014-12-31 $35k 1.1k 32.96
2014-09-30 $31k 1.1k 29.19
2014-06-30 $33k 1.1k 31.07
2014-03-31 $32k 1.1k 30.13
2013-12-31 $34k 1.2k 28.89
2013-09-30 $40k 1.5k 27.27
2013-06-30 $10k 357 28.01
2012-12-31 $5.0k 257 19.46
2012-09-30 $10k 506 19.76
2012-06-30 $6.0k 257 23.35
2011-12-31 $4.0k 257 15.56