Creative Planning Purchases in Q3 2024

Creative Planning

  • $101 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
NOVT
Novanta Inc

Technology
2.39K
+ 33.35%
$157.79 - $157.79 $377K - $377K
9.56K $1.51M
REAX
Real Brokerage Inc

Real Estate
49.2K
+ 111.03%
$4.3 - $6.66 $211K - $328K
93.5K $518K
INSP
Inspire Medical Systems, Inc.

Healthcare
665
+ 25.83%
$125.79 - $216.71 $83.7K - $144K
3.24K $683K
TCOM
Trip.Com Group LTD

Consumer Cyclical
423
+ 1.68%
$39.32 - $61.32 $16.6K - $25.9K
25.6K $1.52M
PANW
Palo Alto Networks Inc

Technology
183
+ 0.18%
$294.18 - $368.01 $53.8K - $67.3K
99.2K $33.9M
GPN
Global Payments Inc

Industrials
1.96K
+ 8.15%
$92.66 - $112.97 $182K - $221K
26K $2.66M
RNR
Renaissancere Holdings LTD

Financial Services
996
+ 71.81%
$211.47 - $272.21 $211K - $271K
2.38K $648K
AGX
Argan Inc

Industrials
521
+ 5.16%
$69.3 - $101.43 $36.1K - $52.8K
10.6K $1.08M
PTGX
Protagonist Therapeutics, Inc

Healthcare
7.5K
New
$33.72 - $47.33 $253K - $355K
7.5K $337K
BKR
Baker Hughes CO

Energy
7.6K
+ 12.26%
$32.92 - $38.72 $250K - $294K
69.6K $2.52M
PHAT
Phathom Pharmaceuticals, Inc.

Healthcare
6.93K
+ 25.72%
$10.25 - $19.5 $71.1K - $135K
33.9K $612K
CAMT
Camtek LTD

Technology
4.19K
New
$71.51 - $137.24 $299K - $575K
4.19K $334K
NET
Cloudflare, Inc.

Technology
4.76K
+ 17.77%
$74.4 - $86.96 $354K - $414K
31.5K $2.55M
TPG
Tpg Inc.

Financial Services
3.85K
+ 55.55%
$40.49 - $59.88 $156K - $231K
10.8K $620K
AMSF
Amerisafe Inc

Financial Services
7.62K
+ 93.25%
$43.82 - $43.82 $334K - $334K
15.8K $691K
AXGN
Axogen, Inc.

Healthcare
18K
+ 152.24%
$7.52 - $14.69 $135K - $264K
29.8K $417K
MCBS
Metro City Bankshares, Inc.

Financial Services
10.8K
New
$25.48 - $32.1 $276K - $347K
10.8K $331K
BANF
Bancfirst Corp

Financial Services
1.62K
+ 17.58%
$85.41 - $110.34 $138K - $179K
10.8K $1.14M
ERJ
Embraer S.A.

Industrials
9.3K
New
$25.9 - $36.95 $241K - $344K
9.3K $329K
PNTG
Pennant Group, Inc.

Healthcare
2.51K
+ 13.11%
$23.4 - $36.88 $58.7K - $92.6K
21.7K $773K
HEI
Heico Corp

Industrials
645
+ 15.28%
$220.59 - $267.96 $142K - $173K
4.87K $1.27M
IESC
Ies Holdings, Inc.

Industrials
1.65K
New
$134.29 - $199.7 $222K - $330K
1.65K $329K
ZD
Ziff Davis, Inc.

Communication Services
7.51K
+ 128.54%
$39.64 - $54.35 $298K - $408K
13.3K $649K
RLI
Rli Corp

Financial Services
444
+ 2.45%
$137.07 - $154.98 $60.9K - $68.8K
18.6K $2.88M
NTCT
Netscout Systems Inc

Technology
9.55K
+ 27.33%
$17.82 - $21.75 $170K - $208K
44.5K $967K
XYL
Xylem Inc.

Industrials
2.54K
+ 9.76%
$126.14 - $141.53 $320K - $359K
28.5K $3.85M
VGR
Vector Group LTD

Consumer Defensive
4.71K
+ 8.01%
$10.5 - $15.17 $49.5K - $71.5K
63.6K $947K
ERII
Energy Recovery, Inc.

Industrials
13K
+ 53.46%
$12.6 - $18.23 $164K - $237K
37.3K $649K
PTEN
Patterson Uti Energy Inc

Energy
65.6K
+ 101.45%
$7.5 - $11.0 $492K - $721K
130K $994K
SYNA
Synaptics Inc

Technology
4.75K
+ 113.41%
$68.09 - $97.76 $324K - $465K
8.94K $693K
CNK
Cinemark Holdings, Inc.

Communication Services
8.95K
+ 74.79%
$20.78 - $28.78 $186K - $257K
20.9K $582K
CHTR
Charter Communications, Inc.

Communication Services
161
+ 1.49%
$290.56 - $383.07 $46.8K - $61.7K
11K $3.56M
INGR
Ingredion Inc

Consumer Defensive
584
+ 5.5%
$111.98 - $137.59 $65.4K - $80.4K
11.2K $1.54M
CHD
Church & Dwight CO Inc

Consumer Defensive
2.58K
+ 4.88%
$98.01 - $106.59 $253K - $275K
55.4K $5.8M
WSO
Watsco Inc

Industrials
371
+ 7.66%
$448.73 - $519.89 $166K - $193K
5.21K $2.56M
ITGR
Integer Holdings Corp

Healthcare
1.65K
+ 22.22%
$110.25 - $131.62 $182K - $217K
9.08K $1.18M
ATRC
Atri Cure, Inc.

Healthcare
11.4K
New
$20.34 - $29.5 $233K - $338K
11.4K $320K
TPC
Tutor Perini Corp

Industrials
8.92K
+ 62.19%
$17.36 - $27.17 $155K - $242K
23.3K $631K
HSII
Heidrick & Struggles International Inc

Industrials
8.2K
New
$30.32 - $41.21 $248K - $338K
8.2K $318K
RGR
Sturm Ruger & CO Inc

Industrials
7.69K
New
$41.42 - $41.42 $318K - $318K
7.69K $318K
ARCH
Arch Resources, Inc.

Energy
2.58K
+ 94.95%
$120.29 - $168.65 $310K - $434K
5.29K $730K
STRL
Sterling Construction CO Inc

Industrials
1.63K
+ 53.52%
$102.56 - $148.9 $168K - $243K
4.69K $679K
KW
Kennedy Wilson Holdings, Inc.

Real Estate
14.1K
+ 11.85%
$9.34 - $11.46 $132K - $162K
133K $1.48M
IYJ
Ishares Tr

ETFs
319
+ 1.65%
$118.32 - $133.67 $37.7K - $42.6K
19.6K $2.62M
PAR
Par Technology Corp

Technology
6.07K
New
$44.72 - $57.16 $271K - $347K
6.07K $316K
DLS
Wisdomtree Tr Intl Small Cap D

ETFs
890
+ 1.96%
$61.97 - $69.37 $55.2K - $61.7K
46.3K $3.2M
CDAY
Ceridian Hcm Holding Inc.

Technology
4.88K
+ 87.7%
N/A
10.4K $674K
SIG
Signet Jewelers LTD

Consumer Cyclical
2.03K
+ 26.02%
$72.58 - $103.15 $147K - $209K
9.83K $1.01M
RUSHA
Rush Enterprises Inc Tx

Consumer Cyclical
5.98K
New
$41.17 - $54.85 $246K - $328K
5.98K $315K
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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