Creative Planning Purchases in Q3 2024

Creative Planning

  • $101 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
HASI
Hannon Armstrong Sustainable Infrastructure Capital, Inc.

Real Estate
15.9K
New
$28.7 - $35.25 $456K - $561K
15.9K $547K
UCTT
Ultra Clean Holdings, Inc.

Technology
13.7K
New
$32.7 - $56.18 $447K - $769K
13.7K $546K
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
711
+ 0.81%
$33.89 - $41.64 $24.1K - $29.6K
88.2K $3.51M
RNA
Avidity Biosciences, Inc.

Healthcare
10.3K
+ 76.51%
$37.21 - $48.14 $384K - $497K
23.8K $1.09M
BHE
Benchmark Electronics Inc

Technology
6.88K
+ 14.03%
$38.68 - $47.87 $266K - $329K
55.9K $2.48M
DTM
Dt Midstream, Inc.

Energy
3.15K
+ 8.14%
$69.34 - $79.28 $218K - $249K
41.8K $3.29M
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
3.92K
+ 15.56%
$90.87 - $102.43 $356K - $402K
29.1K $2.88M
UFPI
Ufp Industries Inc

Basic Materials
668
+ 2.83%
$107.65 - $135.34 $71.9K - $90.4K
24.3K $3.18M
NRC
National Research Corp

Healthcare
23.4K
+ 191.69%
$20.61 - $26.17 $482K - $612K
35.6K $812K
TOL
Toll Brothers, Inc.

Consumer Cyclical
1.06K
+ 11.48%
$109.16 - $155.35 $116K - $165K
10.3K $1.59M
PBR
Petrobras Petroleo Brasileiro Sa

Energy
37.2K
+ 31.55%
$13.31 - $15.65 $495K - $582K
155K $2.23M
IDV
Ishares Tr

ETFs
7.85K
+ 6.98%
$27.62 - $30.64 $217K - $240K
120K $3.64M
RKLB
Rocket Lab Usa, Inc.

Industrials
23.5K
+ 39.15%
$4.54 - $9.78 $107K - $230K
83.5K $811K
BIP
Brookfield Infrastructure Partners L.P.

Utilities
389
+ 0.58%
$27.14 - $35.2 $10.6K - $13.7K
67.4K $2.36M
VNO
Vornado Realty Trust

Real Estate
4.39K
+ 16.51%
$25.5 - $39.4 $112K - $173K
31K $1.22M
ADSK
Autodesk, Inc.

Technology
2.37K
+ 6.3%
$245.83 - $245.83 $583K - $583K
40K $9.84M
WTW
Willis Towers Watson PLC

Financial Services
327
+ 2.49%
$257.34 - $294.53 $84.2K - $96.3K
13.5K $3.97M
CNC
Centene Corp

Healthcare
106
+ 0.19%
$64.89 - $80.23 $6.88K - $8.5K
57.3K $4.31M
AM
Antero Midstream Corp

Energy
33.1K
+ 43.46%
$13.39 - $15.16 $443K - $501K
109K $1.64M
TRP
Tc Energy Corp

Energy
1.83K
+ 4.07%
$37.48 - $47.9 $68.6K - $87.6K
46.8K $2.22M
DSGX
Descartes Systems Group Inc

Technology
4.27K
+ 33.49%
$93.79 - $104.9 $401K - $448K
17K $1.75M
TWLO
Twilio Inc

Communication Services
4.32K
+ 15.36%
$56.03 - $65.23 $242K - $282K
32.5K $2.12M
ROST
Ross Stores, Inc.

Consumer Cyclical
1.44K
+ 2.47%
$136.06 - $155.24 $196K - $224K
59.9K $9.01M
BUSE
First Busey Corp

Financial Services
17.2K
+ 45.58%
$23.54 - $28.41 $406K - $490K
55.1K $1.43M
GHC
Graham Holdings CO

Consumer Defensive
138
+ 4.2%
$688.99 - $821.72 $95.1K - $113K
3.43K $2.81M
PEAK
Healthpeak Properties, Inc.

Real Estate
27.1K
+ 16.43%
N/A
192K $3.64M
SLAB
Silicon Laboratories Inc.

Technology
4.29K
+ 116.04%
$94.31 - $125.1 $404K - $537K
7.99K $922K
HIW
Highwoods Properties, Inc.

Real Estate
5.93K
+ 13.56%
$25.97 - $33.6 $154K - $199K
49.7K $1.66M
HBI
Hanesbrands Inc.

Consumer Cyclical
28.1K
+ 22.52%
$4.66 - $7.36 $131K - $207K
153K $1.13M
KRNY
Kearny Financial Corp.

Financial Services
60.5K
+ 46.06%
$5.75 - $7.43 $348K - $450K
192K $1.32M
NOK
Nokia Corp

Technology
70.2K
+ 21.07%
$3.62 - $4.48 $254K - $314K
403K $1.77M
SM
Sm Energy CO

Energy
16.5K
+ 35.18%
$38.07 - $47.26 $629K - $781K
63.5K $2.54M
ORI
Old Republic International Corp

Financial Services
6.73K
+ 11.38%
$29.89 - $35.9 $201K - $241K
65.8K $2.33M
DKNG
Draft Kings Inc.

Consumer Cyclical
11.5K
+ 21.81%
$29.85 - $41.1 $344K - $473K
64.3K $2.52M
HUBB
Hubbell Inc

Industrials
671
+ 19.32%
$355.55 - $428.48 $239K - $288K
4.14K $1.77M
AMBA
Ambarella Inc

Technology
8.69K
+ 144.02%
$39.79 - $65.3 $346K - $567K
14.7K $830K
CWAN
Clearwater Analytics Holdings, Inc.

Technology
20K
New
$17.83 - $25.84 $356K - $517K
20K $504K
UI
Ubiquiti Inc.

Technology
1.37K
+ 51.65%
$147.13 - $221.72 $201K - $303K
4.01K $888K
DBX
Dropbox, Inc.

Technology
13.6K
+ 25.95%
$21.42 - $25.44 $292K - $347K
66.1K $1.68M
CEVA
Ceva Inc

Technology
20.8K
New
$16.13 - $25.12 $336K - $524K
20.8K $503K
WPM
Wheaton Precious Metals Corp.

Basic Materials
2.32K
+ 5.56%
$52.04 - $64.22 $121K - $149K
44K $2.69M
CLDX
Celldex Therapeutics, Inc.

Healthcare
14.8K
New
$32.06 - $44.56 $475K - $660K
14.8K $503K
AORT
Artivion, Inc.

Healthcare
18.5K
+ 182.15%
$24.33 - $28.46 $450K - $526K
28.6K $762K
OI
O I Glass, Inc.

Consumer Cyclical
31.7K
+ 74.18%
$10.2 - $13.42 $323K - $425K
74.3K $975K
GFF
Griffon Corp

Industrials
7.17K
New
$55.61 - $74.71 $399K - $535K
7.17K $501K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
2.15K
+ 11.6%
$178.94 - $207.0 $385K - $445K
20.7K $4.15M
CARG
Car Gurus, Inc.

Communication Services
15.3K
+ 152.32%
$22.11 - $30.58 $339K - $469K
25.4K $762K
CTBI
Community Trust Bancorp Inc

Financial Services
10K
New
$41.71 - $52.15 $418K - $523K
10K $497K
PTLC
Pacer Fds Tr Trendpilot Us Lar

ETFs
1.46K
+ 0.97%
$47.29 - $52.55 $69K - $76.7K
152K $7.99M
Activity Summary
Buys All Purchases 2150 New Holdings 306 Increased Positions 1844 Sells All Sells 919 Reductions 919 Sold out 0 Options Calls 0 Puts 0
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