Institutions / Cresset Asset Management, LLC / Activity

Activity — Cresset Asset Management, LLC

2,711 moves.

BiggestNew positionsBiggest addsExits
InsidersInstitutions
DateActionCompanyValueShares ΔPosition afterImpact
Q3 2025
as of
AddPAGP
Plains Gp Holdings LP
Ltd Part
$876+48
+0.22%
21,832
<0.01% of portfolio
low
Q3 2025
as of
Add92204A603
Common stock
$889+3
+0.04%
7,672
<0.01% of portfolio
low
Q4 2025
as of
TrimRoss Stores, Inc.
Common stock
$-901-5
-0.02%
20,874
0.02% of portfolio
low
Q4 2025
as of
Add27829F108
Common stock
$915+96
+0.76%
12,666
<0.01% of portfolio
low
Q3 2025
as of
TrimKennametal Inc
Common stock
$-942-45
-0.17%
26,915
<0.01% of portfolio
low
Q3 2025
as of
AddBrunswick Corp
Common stock
$949+15
+0.38%
3,928
<0.01% of portfolio
low
Q4 2025
as of
TrimAssurant Inc
Common stock
$-963-4
-0.37%
1,064
<0.01% of portfolio
low
Q3 2025
as of
AddZimmer Biomet Holdings Inc
Common stock
$987+10
+0.02%
40,243
0.02% of portfolio
low
Q3 2025
as of
AddIBN
Icici Bank Ltd
ADR
$998+33
+0.21%
16,109
<0.01% of portfolio
low
Q4 2025
as of
Add78464A664
Common stock
$1.0K+38
+0.26%
14,910
<0.01% of portfolio
low
Q3 2025
as of
AddNorthern Oil & Gas Inc
Common stock
$1.0K+40
+0.20%
20,418
<0.01% of portfolio
low
Q3 2025
as of
Trim92206C847
Common stock
$-1.0K-18
-0.03%
68,861
0.02% of portfolio
low
Q4 2025
as of
Add74347R248
Common stock
$1.0K+13
+0.33%
3,963
<0.01% of portfolio
low
Q3 2025
as of
AddiShares MSCI UAE ETF
Common stock
$1.0K+17
+0.41%
4,146
<0.01% of portfolio
low
Q3 2025
as of
Add13646K108
Common stock
$1.0K+14
+0.15%
9,559
<0.01% of portfolio
low
Q4 2025
as of
TrimPerdoceo Education Corp
Common stock
$-1.1K-36
-0.05%
71,817
<0.01% of portfolio
low
Q4 2025
as of
AddErie Indemnity Co
Common stock
$1.1K+4
+<0.01%
1,749,331
2.13% of portfolio
low
Q4 2025
as of
TrimHF Sinclair Corp
Common stock
$-1.2K-25
-0.15%
17,058
<0.01% of portfolio
low
Q4 2025
as of
Add46137V613
Common stock
$1.2K+25
+0.12%
21,050
<0.01% of portfolio
low
Q4 2025
as of
Add92204A603
Common stock
$1.2K+4
+0.05%
7,676
<0.01% of portfolio
low
Q3 2025
as of
Add921932703
Common stock
$1.2K+6
+0.45%
1,333
<0.01% of portfolio
low
Q4 2025
as of
AddGlobus Medical Inc
Common stock
$1.2K+14
+0.39%
3,578
<0.01% of portfolio
low
Q4 2025
as of
AddWisdomTree Trust
Common stock
$1.2K+14
+0.03%
45,927
0.02% of portfolio
low
Q4 2025
as of
TrimFirst Trust Exchange-Traded Fund VIII
Common stock
$-1.2K-30
-0.37%
7,985
<0.01% of portfolio
low
Q4 2025
as of
TrimWintrust Financial Corp
Common stock
$-1.3K-9
-0.29%
3,118
<0.01% of portfolio
low
Q3 2025
as of
AddErie Indemnity Co
Common stock
$1.3K+4
+<0.01%
1,749,327
2.37% of portfolio
low
Q4 2025
as of
AddHanover Insurance Group, Inc.
Common stock
$1.3K+7
+0.39%
1,796
<0.01% of portfolio
low
Q3 2025
as of
AddFlowserve Corp
Common stock
$1.3K+24
+0.24%
10,167
<0.01% of portfolio
low
Q3 2025
as of
TrimUltra Clean Holdings Inc
Common stock
$-1.3K-47
-0.47%
10,059
<0.01% of portfolio
low
Q4 2025
as of
TrimG7500M104
Common stock
$-1.3K-232
-1.40%
16,297
<0.01% of portfolio
low
Q4 2025
as of
AddHost Hotels & Resorts Inc
Common stock
$1.3K+73
+0.57%
12,953
<0.01% of portfolio
low
Q4 2025
as of
Add33738R506
Common stock
$1.3K+19
+0.14%
13,628
<0.01% of portfolio
low
Q3 2025
as of
Add464287457
Common stock
$1.3K+16
+0.07%
22,730
<0.01% of portfolio
low
Q3 2025
as of
Add921937827
Common stock
$1.3K+17
+0.14%
11,817
<0.01% of portfolio
low
Q3 2025
as of
Add401617105
Common stock
$1.4K+81
+0.25%
32,176
<0.01% of portfolio
low
Q4 2025
as of
Trim706327103
Common stock
$-1.4K-36
-0.26%
13,575
<0.01% of portfolio
low
Q3 2025
as of
AddAmplitude, Inc.
Common stock
$1.4K+128
+0.23%
56,396
<0.01% of portfolio
low
Q4 2025
as of
TrimArcher-Daniels-Midland Co
Common stock
$-1.4K-24
-0.14%
17,583
<0.01% of portfolio
low
Q3 2025
as of
AddMarzetti Company/The
Common stock
$1.4K+8
+0.26%
3,085
<0.01% of portfolio
low
Q4 2025
as of
AddCOMMERCIAL METALS Co
Common stock
$1.4K+20
+0.16%
12,404
<0.01% of portfolio
low
Q3 2025
as of
Add33739E108
Common stock
$1.4K+76
+0.54%
14,216
<0.01% of portfolio
low
Q4 2025
as of
AddTPG Inc.
Common stock
$1.4K+22
+0.58%
3,823
<0.01% of portfolio
low
Q3 2025
as of
AddModerna, Inc.
Common stock
$1.4K+55
+0.37%
14,926
<0.01% of portfolio
low
Q4 2025
as of
AddHelix Energy Solutions Group Inc
Common stock
$1.4K+227
+0.12%
184,805
<0.01% of portfolio
low
Q4 2025
as of
Add921932703
Common stock
$1.4K+7
+0.53%
1,340
<0.01% of portfolio
low
Q4 2025
as of
TrimRTX Corp
Common stock
$-1.5K-8
-0.00%
178,717
0.14% of portfolio
low
Q3 2025
as of
AddM53213100
Common stock
$1.5K+238
+2.06%
11,808
<0.01% of portfolio
low
Q4 2025
as of
TrimRapid7, Inc.
Common stock
$-1.5K-99
-0.94%
10,442
<0.01% of portfolio
low
Q4 2025
as of
AddZimmer Biomet Holdings Inc
Common stock
$1.5K+17
+0.04%
40,260
0.02% of portfolio
low
Q4 2025
as of
TrimDave Inc./DE
Common stock
$-1.5K-7
-0.31%
2,219
<0.01% of portfolio
low
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