Keystone Financial Planning Inc. Takes Position in CME Group Inc.

The institutional investor acquired 32,041 shares of the financial services provider's stock.

Mar. 21, 2026 at 11:28am

Keystone Financial Planning Inc. acquired a new position in CME Group Inc. (NASDAQ:CME) during the 4th quarter, according to the company's most recent filing with the Securities and Exchange Commission. The institutional investor acquired 32,041 shares of the financial services provider's stock, valued at approximately $8,750,000.

Why it matters

CME Group operates some of the world's largest and most liquid derivatives exchanges, including the Chicago Mercantile Exchange (CME), the Chicago Board of Trade (CBOT), the New York Mercantile Exchange (NYMEX) and COMEX. The acquisition of a significant position in CME Group by Keystone Financial Planning Inc. suggests the institutional investor sees growth potential in the company's core exchange and clearing services.

The details

According to the filing, CME Group accounts for 2.5% of Keystone Financial Planning Inc.'s investment portfolio, making the stock its 9th largest position. The institutional investor's move comes as CME Group has seen a mix of analyst actions, with some firms raising price targets and ratings, while others remain cautious. Institutional ownership in CME Group remains high, with large buy and sell moves by different funds reported in recent filings.

  • Keystone Financial Planning Inc. acquired the new position in CME Group during the 4th quarter.

The players

Keystone Financial Planning Inc.

An institutional investor that acquired a new position in CME Group Inc.

CME Group Inc.

A global markets company that operates some of the world's largest and most liquid derivatives exchanges.

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The takeaway

The acquisition of a significant position in CME Group by Keystone Financial Planning Inc. suggests the institutional investor sees growth potential in the company's core exchange and clearing services, despite a mixed analyst outlook on the stock.