Creative Planning
MMI icon

Creative Planning’s Marcus & Millichap MMI Stock Holding History

Creative Planning’s Portfolio MMI Stock Details MMI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.07M Buy
40,229
+24,415
+154% +$642K ﹤0.01% 2398
2025
Q4 		$432K Sell
15,814
-7,317
-32% -$212K ﹤0.01% 2964
2025
Q3 		$679K Buy
23,131
+10,942
+90% +$344K ﹤0.01% 2460
2025
Q2 		$374K Sell
12,189
-235
-2% -$7.13K ﹤0.01% 2712
2025
Q1 		$428K Buy
12,424
+79
+0.6% +$2.91K ﹤0.01% 2438
2024
Q4 		$472K Sell
12,345
-3,344
-21% -$131K ﹤0.01% 2276
2024
Q3 		$622K Buy
15,689
+7,853
+100% +$296K ﹤0.01% 1920
2024
Q2 		$247K Buy
+7,836
New +$254K ﹤0.01% 2513
2023
Q4 		– Sell
-215
Closed -$6.31K – 2952
2023
Q3 		$6.31K Buy
+215
New +$7.2K ﹤0.01% 2694
2015
Q4 		– Sell
-130
Closed -$6K – 4511
2015
Q3 		$6K Buy
+130
New +$6.09K ﹤0.01% 3519
2015
Q2 		– Sell
-500
Closed -$19K – 2257
2015
Q1 		$19K Buy
+500
New +$17.9K ﹤0.01% 2756

Other funds holding MMI

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
TCM
Tributary Capital Management Omaha, Nebraska $1.03B AUM 19.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return