Creative Planning Purchases and Sells in Q2 2025

Creative Planning

  • $116 Billion
  • Q2 2025

Top Buys

Incresed Positions

1944 operations
Stock Shares change Price Range Shares Held Trade History
398K
+ 1.82%
$498.8 - $620.9 $199M - $247M
22.2M $13.8B
13M
+ 15.03%
$32.66 - $40.75 $425M - $530M
99.6M $4.03B
6.33M
+ 5.83%
$72.02 - $73.82 $456M - $467M
115M $8.46B
3.95M
+ 27.31%
$61.76 - $79.32 $244M - $313M
18.4M $1.46B
2.92M
+ 3.65%
$44.89 - $54.38 $131M - $159M
83.1M $4.52B
131K
+ 4.7%
$354.56 - $497.45 $46.4M - $65.1M
2.92M $1.45B
View all

New Holdings

320 operations
Stock Shares change Price Range Shares Held Trade History
254K
New
$10.34 - $19.72 $2.63M - $5.02M
254K $4.95M
86.8K
New
$27.68 - $36.52 $2.4M - $3.17M
86.8K $3.12M
62.6K
New
N/A
62.6K $3.04M
138K
New
$18.21 - $18.97 $2.52M - $2.63M
138K $2.63M
32.1K
New
$58.92 - $70.55 $1.89M - $2.27M
32.1K $2.03M
62.9K
New
$20.26 - $27.75 $1.27M - $1.74M
62.9K $1.69M
View all

Top Sells

Reduced Positions

1213 operations
Stock Shares change Price Range Shares Held Trade History
-904
- 0.01%
$172.42 - $223.89 $156K - $202K
10.2M $2.09B
-2.97M
- 63.8%
$44.68 - $45.96 $133M - $137M
1.69M $77.1M
-781K
- 5.95%
$102.31 - $105.8 $79.9M - $82.6M
12.3M $1.29B
-536K
- 3.77%
$79.79 - $91.42 $42.8M - $49M
13.7M $1.22B
-686K
- 76.82%
$89.63 - $111.92 $61.5M - $76.8M
207K $23.2M
-1.13M
- 72.56%
$38.19 - $43.19 $43.2M - $48.8M
428K $17.9M
View all

Options

Calls

36 operations
Stock Shares change Price Range Shares Held Trade History
33.3K
+ 133.2%
$237.95 - $421.61 $7.92M - $14M
58.3K $23.6M
15K
New
$484.66 - $738.09 $7.27M - $11.1M
15K $11.1M
60K
+ 189.87%
$74.01 - $144.25 $4.44M - $8.66M
91.6K $12.5M
-92.4K
- 24.97%
$94.31 - $157.99 $8.71M - $14.6M
278K $43.9M
5K
New
$354.56 - $497.45 $1.77M - $2.49M
5K $2.49M
10K
New
$167.32 - $223.3 $1.67M - $2.23M
10K $2.19M
View all

Puts

37 operations
Stock Shares change Price Range Shares Held Trade History
75.3K
+ 215.76%
$172.42 - $223.89 $13M - $16.9M
110K $22.6M
8.6K
New
$908.13 - $1056.85 $7.81M - $9.09M
8.6K $8.51M
-205K
- 26.06%
$94.31 - $157.99 $19.3M - $32.4M
582K $92M
17.9K
+ 167.29%
$335.24 - $380.78 $6M - $6.82M
28.6K $10.5M
10.9K
New
$354.56 - $497.45 $3.86M - $5.42M
10.9K $5.42M
5.1K
New
$416.06 - $551.64 $2.12M - $2.81M
5.1K $2.81M
View all
Activity Summary
Buys All Purchases 2264 New Holdings 320 Increased Positions 1944 Sells All Sells 1213 Reductions 1213 Sold out 0 Options Calls 36 Puts 37
Track This Portfolio

Track Creative Planning Portfolio

Follow Creative Planning and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Creative Planning, based on Form 13F filings with the SEC.

News

Stay updated on Creative Planning with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email