Creative Planning Purchases in Q2 2025

Creative Planning

  • $116 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
PSTG
Pure Storage, Inc.

Technology
6.3K
+ 15.4%
$37.18 - $57.58 $234K - $363K
47.2K $2.72M
AIG
American International Group, Inc.

Financial Services
11.8K
+ 15.16%
$77.56 - $87.72 $914K - $1.03M
89.5K $7.66M
MTB
M&T Bank Corp

Financial Services
1.67K
+ 4.39%
$156.58 - $193.99 $261K - $323K
39.6K $7.69M
OCFC
Oceanfirst Financial Corp

Financial Services
49.6K
+ 124.54%
$14.76 - $17.72 $732K - $878K
89.4K $1.57M
GLRE
Greenlight Capital Re, Ltd.

Financial Services
61.7K
New
$12.45 - $14.96 $769K - $924K
61.7K $887K
CVLT
Commvault Systems Inc

Technology
3.28K
+ 17.18%
$139.35 - $190.99 $457K - $626K
22.4K $3.9M
BWXT
Bwx Technologies, Inc.

Industrials
3.76K
+ 49.73%
$89.24 - $144.06 $335K - $541K
11.3K $1.63M
ENVA
Enova International, Inc.

Financial Services
7.15K
+ 132.49%
$85.91 - $111.52 $614K - $797K
12.5K $1.4M
TCBK
Trico Bancshares

Financial Services
21.1K
+ 56.06%
$35.9 - $41.52 $758K - $876K
58.8K $2.38M
SIGI
Selective Insurance Group Inc

Financial Services
12.6K
+ 28.42%
$82.37 - $92.83 $1.04M - $1.17M
56.9K $4.93M
VICI
Vici Properties Inc.

Real Estate
26.8K
+ 26.19%
$29.41 - $32.97 $789K - $884K
129K $4.21M
AMCR
Amcor PLC

Consumer Cyclical
102K
+ 82.84%
$8.57 - $9.81 $872K - $998K
225K $2.06M
OSCR
Oscar Health, Inc.

Healthcare
28.5K
+ 91.18%
$11.6 - $21.44 $330K - $610K
59.7K $1.28M
EXR
Extra Space Storage Inc.

Real Estate
6.02K
+ 32.09%
$126.61 - $152.99 $762K - $921K
24.8K $3.65M
DHI
Horton D R Inc

Consumer Cyclical
6.07K
+ 12.8%
$115.1 - $129.63 $699K - $787K
53.5K $6.9M
ZM
Zoom Video Communications, Inc.

Technology
8.78K
+ 20.49%
$66.7 - $84.62 $585K - $743K
51.6K $4.02M
EXPE
Expedia Group, Inc.

Consumer Cyclical
5.04K
+ 27.09%
$136.63 - $176.62 $688K - $889K
23.6K $3.98M
LMB
Limbach Holdings, Inc.

Industrials
6.12K
New
$69.3 - $142.14 $424K - $870K
6.12K $857K
AMSF
Amerisafe Inc

Financial Services
19.5K
+ 96.93%
N/A
39.7K $1.74M
ZBRA
Zebra Technologies Corp

Technology
2.32K
+ 42.61%
$213.54 - $309.26 $495K - $716K
7.75K $2.39M
CALX
Calix, Inc

Technology
9.82K
+ 52.7%
$31.25 - $53.19 $307K - $522K
28.5K $1.51M
INSW
International Seaways, Inc.

Energy
22.6K
+ 270.9%
$28.76 - $40.96 $651K - $927K
31K $1.13M
FLNG
Flex Lng Ltd.

Energy
39.9K
+ 154.68%
$20.21 - $24.88 $807K - $993K
65.7K $1.45M
HBNC
Horizon Bancorp Inc

Financial Services
53.9K
+ 88.11%
$12.92 - $15.88 $697K - $856K
115K $1.77M
TBK
Triumph Bancorp, Inc.

Financial Services
13.2K
New
N/A
13.2K $847K
GILD
Gilead Sciences, Inc.

Healthcare
10.5K
+ 3.88%
$96.91 - $113.0 $1.02M - $1.19M
282K $31.3M
CNQ
Canadian Natural Resources LTD

Energy
25.1K
+ 25.88%
$25.14 - $34.01 $631K - $853K
122K $3.83M
ICL
Icl Group Ltd.

Basic Materials
35.1K
+ 6.91%
$5.35 - $6.98 $188K - $245K
544K $3.74M
VNT
Vontier Corp

Technology
19K
+ 54.48%
$28.04 - $37.3 $534K - $710K
54K $1.99M
HDB
Hdfc Bank LTD

Financial Services
2.4K
+ 3.74%
$63.78 - $77.48 $153K - $186K
66.4K $5.09M
PARR
Par Pacific Holdings, Inc.

Energy
15.4K
+ 43.8%
$12.23 - $27.87 $188K - $428K
50.4K $1.34M
WTS
Watts Water Technologies Inc

Industrials
1.51K
+ 13.55%
$180.4 - $247.22 $272K - $372K
12.6K $3.1M
GSBC
Great Southern Bancorp, Inc.

Financial Services
12.9K
+ 58.22%
$50.54 - $59.35 $652K - $766K
35.1K $2.06M
BY
Byline Bancorp, Inc.

Financial Services
30.2K
+ 67.2%
$23.25 - $27.19 $701K - $820K
75.1K $2.01M
PTGX
Protagonist Therapeutics, Inc

Healthcare
12.9K
+ 74.26%
$40.89 - $56.37 $526K - $726K
30.2K $1.67M
LPLA
Lpl Financial Holdings Inc.

Financial Services
1.49K
+ 26.37%
$283.31 - $388.96 $421K - $578K
7.13K $2.67M
EXAS
Exact Sciences Corp

Healthcare
9.46K
+ 28.84%
$40.31 - $58.08 $381K - $549K
42.2K $2.25M
RVMD
Revolution Medicines, Inc.

Healthcare
20.6K
+ 45.71%
$31.13 - $41.98 $642K - $865K
65.7K $2.42M
ACHC
Acadia Healthcare Company, Inc.

Healthcare
36.1K
New
$20.6 - $29.93 $745K - $1.08M
36.1K $820K
AWK
American Water Works Company, Inc.

Utilities
8.52K
+ 19.56%
$133.82 - $151.96 $1.14M - $1.29M
52.1K $7.24M
KLIC
Kulicke & Soffa Industries Inc

Technology
22K
+ 63.31%
$27.65 - $35.38 $608K - $778K
56.7K $1.96M
MCBS
Metro City Bankshares, Inc.

Financial Services
28.5K
New
$25.33 - $29.57 $722K - $843K
28.5K $814K
CR
Crane Holdings, Co.

Industrials
2.15K
+ 19.7%
$132.79 - $189.89 $286K - $409K
13.1K $2.49M
BASE
Couchbase, Inc.

Technology
26.3K
+ 133.39%
$13.44 - $24.58 $353K - $645K
45.9K $1.12M
DFIN
Donnelley Financial Solutions, Inc.

Financial Services
10.9K
+ 141.22%
$38.28 - $61.65 $417K - $671K
18.6K $1.15M
OTIS
Otis Worldwide Corp

Industrials
15.2K
+ 9.1%
$90.88 - $104.3 $1.38M - $1.59M
183K $18.1M
MTD
Mettler Toledo International Inc

Healthcare
703
+ 24.49%
$970.15 - $1216.57 $682K - $855K
3.57K $4.2M
NYF
Ishares New York Muni Bond ETF

ETFs
16K
+ 30.56%
$51.29 - $53.06 $819K - $847K
68.2K $3.56M
DT
Dynatrace, Inc.

Technology
10.2K
+ 34.32%
$41.21 - $55.9 $421K - $571K
40K $2.21M
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
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