Creative Planning Purchases in Q3 2024

Creative Planning

  • $101 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
LCII
Lci Industries

Consumer Cyclical
3.03K
+ 110.79%
$97.61 - $123.73 $296K - $375K
5.76K $694K
POOL
Pool Corp

Industrials
59
+ 1.05%
$296.17 - $376.8 $17.5K - $22.2K
5.68K $2.14M
PAYC
Paycom Software, Inc.

Technology
1.64K
+ 27.47%
$140.16 - $173.86 $229K - $284K
7.59K $1.26M
LCID
Lucid Group, Inc.

Consumer Cyclical
78.8K
+ 54.3%
$2.64 - $4.26 $208K - $336K
224K $788K
EVRI
Everi Holdings Inc.

Consumer Cyclical
7.73K
+ 11.88%
$8.13 - $13.19 $62.8K - $102K
72.8K $956K
BAC
Bank Of America Corp

Financial Services
15.6K
+ 0.59%
$36.65 - $44.13 $573K - $690K
2.67M $106M
BALT
Innovator Etfs Tr
13.3K
New
$29.76 - $30.83 $395K - $409K
13.3K $409K
QEFA
Spdr Index Shs Fds Msci Eafe S

ETFs
5.47K
New
$74.82 - $74.82 $409K - $409K
5.47K $409K
YELP
Yelp Inc

Communication Services
12K
+ 168.58%
$33.02 - $37.77 $397K - $454K
19.1K $670K
KRYS
Krystal Biotech, Inc.

Healthcare
2.26K
+ 64.87%
$174.7 - $213.66 $395K - $483K
5.74K $1.04M
CMS
Cms Energy Corp

Utilities
524
+ 1.6%
$58.7 - $70.62 $30.8K - $37K
33.3K $2.35M
TDY
Teledyne Technologies Inc

Technology
492
+ 13.33%
$381.47 - $437.71 $188K - $215K
4.18K $1.83M
ACM
Aecom

Industrials
809
+ 3.88%
$82.37 - $103.25 $66.6K - $83.5K
21.7K $2.24M
SNA
Snap On Inc

Industrials
446
+ 4.71%
$255.35 - $289.77 $114K - $129K
9.91K $2.87M
PDN
Invesco Fd Tr

ETFs
9.13K
+ 33.74%
$31.75 - $35.44 $290K - $324K
36.2K $1.27M
PJT
Pjt Partners Inc.

Financial Services
2.44K
+ 84.84%
$108.91 - $136.42 $265K - $332K
5.31K $707K
WPP
Wpp PLC

Communication Services
5.2K
+ 21.28%
$43.23 - $52.12 $225K - $271K
29.6K $1.52M
PBA
Pembina Pipeline Corp

Energy
2.42K
+ 3.38%
$36.86 - $41.36 $89.2K - $100K
74K $3.05M
CYTK
Cytokinetics Inc

Healthcare
7.94K
+ 50.48%
$51.22 - $60.16 $407K - $478K
23.7K $1.25M
VCYT
Veracyte, Inc.

Healthcare
11.6K
New
$21.0 - $35.25 $244K - $410K
11.6K $396K
BHB
Bar Harbor Bankshares

Financial Services
12.8K
New
$25.47 - $33.03 $326K - $422K
12.8K $394K
USNA
Usana Health Sciences Inc

Consumer Defensive
10.4K
New
$36.17 - $47.2 $376K - $491K
10.4K $393K
QFIN
360 Digi Tech, Inc.

Financial Services
4.05K
+ 14.96%
$18.93 - $29.81 $76.6K - $121K
31.1K $926K
TY
Tri Continental Corp

Financial Services
11.1K
+ 74.81%
$29.86 - $32.92 $330K - $364K
25.9K $851K
SMBK
Smartfinancial Inc.

Financial Services
13.5K
New
$23.14 - $30.18 $313K - $408K
13.5K $393K
KAI
Kadant Inc

Industrials
660
+ 17.14%
$290.3 - $356.64 $192K - $235K
4.51K $1.52M
JLL
Jones Lang Lasalle Inc

Real Estate
333
+ 7.19%
$198.7 - $272.0 $66.2K - $90.6K
4.96K $1.34M
SPOT
Spotify Technology S.A.

Communication Services
118
+ 1.89%
$290.16 - $384.01 $34.2K - $45.3K
6.35K $2.34M
CRC
California Resources Corp

Energy
7.53K
+ 57.02%
$43.29 - $54.04 $326K - $407K
20.7K $1.09M
OGS
One Gas, Inc.

Utilities
1.02K
+ 3.5%
$62.22 - $74.44 $63.5K - $76K
30.2K $2.25M
FTDR
Frontdoor, Inc.

Consumer Cyclical
3.37K
+ 21.48%
$33.01 - $48.88 $111K - $165K
19.1K $914K
SCHN
Schnitzer Steel Industries, Inc.

Basic Materials
15.9K
+ 70.52%
N/A
38.4K $924K
DFAR
Dimensional ETF Tr Dimensional

ETFs
2.11K
+ 2.28%
$21.91 - $26.03 $46.2K - $54.9K
94.6K $2.43M
OSCR
Oscar Health, Inc.

Healthcare
13.3K
+ 73.77%
$14.96 - $23.27 $199K - $309K
31.3K $663K
SCI
Service Corp International

Consumer Cyclical
2.39K
+ 9.97%
$69.55 - $80.63 $167K - $193K
26.4K $2.08M
MGA
Magna International Inc

Consumer Cyclical
9.7K
+ 36.98%
$38.03 - $45.82 $369K - $444K
35.9K $1.47M
G
Genpact LTD

Technology
4.98K
+ 19.43%
$30.96 - $39.45 $154K - $196K
30.6K $1.2M
MMI
Marcus & Millichap, Inc.

Real Estate
7.85K
+ 100.22%
$30.23 - $40.7 $237K - $320K
15.7K $621K
AME
Ametek Inc

Industrials
1.49K
+ 6.21%
$152.74 - $176.01 $227K - $262K
25.4K $4.37M
LEG
Leggett & Platt Inc

Consumer Cyclical
8.1K
+ 6.65%
$10.67 - $14.12 $86.4K - $114K
130K $1.77M
LGIH
Lgi Homes, Inc.

Consumer Cyclical
3.16K
New
$84.66 - $123.5 $268K - $391K
3.16K $374K
XLC
Select Sector Spdr Tr Communic

ETFs
2.38K
+ 7.12%
$82.16 - $90.4 $195K - $215K
35.8K $3.23M
BFAM
Bright Horizons Family Solutions Inc.

Consumer Cyclical
2.66K
New
$107.74 - $140.72 $287K - $375K
2.66K $372K
AKRO
Akero Therapeutics, Inc.

Healthcare
12.9K
New
$21.45 - $29.34 $277K - $380K
12.9K $371K
DORM
Dorman Products, Inc.

Consumer Cyclical
2.41K
+ 53.63%
$87.27 - $117.5 $211K - $284K
6.91K $781K
MTD
Mettler Toledo International Inc

Healthcare
63
+ 2.34%
$1308.0 - $1521.03 $82.4K - $95.8K
2.76K $4.14M
NSSC
Napco Security Technologies, Inc

Industrials
9.16K
New
$34.23 - $58.0 $313K - $531K
9.16K $370K
CMCO
Columbus Mckinnon Corp

Industrials
10.2K
New
$30.03 - $39.41 $308K - $404K
10.2K $369K
NFBK
Northfield Bancorp, Inc.

Financial Services
26.4K
+ 89.38%
$9.29 - $12.75 $246K - $337K
56K $649K
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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