Creative Planning Purchases in Q1 2025

Creative Planning

  • $106 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
MSBI
Midland States Bancorp, Inc.

Financial Services
20.8K
New
$17.12 - $25.0 $355K - $519K
20.8K $355K
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
7.11K
+ 67.39%
$48.31 - $49.23 $343K - $350K
17.7K $868K
CHRD
Oasis Petroleum Inc.

Energy
3.53K
+ 29.89%
$101.34 - $127.78 $358K - $452K
15.4K $1.73M
GATX
Gatx Corp

Industrials
2.23K
+ 9.29%
$149.94 - $167.38 $334K - $373K
26.2K $4.07M
CRBN
Ishares Tr Msci Acwi Low Carbo

ETFs
1.93K
+ 29.96%
$189.39 - $204.09 $365K - $393K
8.36K $1.6M
SATS
Echo Star Corp

Technology
10.2K
+ 30.61%
$22.73 - $31.23 $232K - $319K
43.6K $1.12M
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
14.4K
+ 28.13%
$22.61 - $23.14 $327K - $334K
65.8K $1.52M
LOB
Live Oak Bancshares, Inc.

Financial Services
17.4K
+ 197.24%
$26.57 - $41.33 $463K - $721K
26.3K $700K
NUVL
Nuvalent, Inc.

Healthcare
5.25K
+ 176.96%
$67.38 - $88.96 $353K - $467K
8.21K $582K
SUI
Sun Communities Inc

Real Estate
2.24K
+ 20.48%
$120.53 - $136.43 $270K - $305K
13.2K $1.69M
MNDY
Monday.Com Ltd.

Technology
1.35K
+ 51.08%
$213.0 - $327.92 $288K - $444K
4K $973K
FFBC
First Financial Bancorp

Financial Services
20K
+ 25.37%
$24.25 - $29.06 $485K - $581K
98.8K $2.47M
PSTL
Postal Realty Trust, Inc.

Real Estate
24.2K
+ 889.49%
$12.42 - $14.39 $301K - $348K
26.9K $384K
RTH
Vaneck ETF Tr Vaneck Retail Et

ETFs
1.5K
+ 23.19%
$217.62 - $242.36 $326K - $363K
7.95K $1.8M
MUJ
Blackrock Muniholdings New Jersey Quality Fund, Inc.

Financial Services
30.9K
New
$11.01 - $11.72 $340K - $362K
30.9K $347K
CYTK
Cytokinetics Inc

Healthcare
12.3K
+ 57.61%
$40.19 - $51.12 $493K - $627K
33.6K $1.35M
KAI
Kadant Inc

Industrials
1.15K
+ 22.11%
$335.28 - $398.39 $387K - $460K
6.37K $2.15M
SGRY
Surgery Partners, Inc.

Healthcare
13K
+ 90.46%
$19.85 - $25.87 $259K - $337K
27.4K $651K
HYBL
Ssga Active Tr Spdr Blackstone

ETFs
12.6K
+ 34.69%
$28.04 - $28.63 $354K - $362K
49K $1.38M
GOF
Guggenheim Strategic Opportunities Fund

Financial Services
22.2K
New
$15.0 - $15.91 $333K - $353K
22.2K $345K
HASI
Hannon Armstrong Sustainable Infrastructure Capital, Inc.

Real Estate
10.7K
+ 80.44%
$26.47 - $29.92 $284K - $321K
24K $702K
RING
Ishares Inc Msci Global Gold M

ETFs
9K
New
$28.64 - $38.36 $258K - $345K
9K $345K
EHC
Encompass Health Corp

Healthcare
1.34K
+ 5.73%
$91.05 - $102.2 $122K - $136K
24.6K $2.5M
PULS
Pgim ETF Tr

ETFs
6.92K
+ 1265.08%
$49.56 - $49.78 $343K - $344K
7.47K $371K
QRVO
Qorvo, Inc.

Technology
4.12K
+ 22.22%
$69.12 - $90.57 $285K - $373K
22.7K $1.64M
STAG
Stag Industrial, Inc.

Real Estate
7.6K
+ 25.19%
$32.39 - $37.07 $246K - $282K
37.8K $1.36M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
9.36K
+ 13.55%
$126.86 - $146.45 $1.19M - $1.37M
78.4K $9.96M
ITUB
Itau Unibanco Holding S.A.

Financial Services
58.4K
+ 147.5%
$4.87 - $6.28 $284K - $367K
97.9K $538K
MMS
Maximus, Inc.

Industrials
6.42K
+ 43.35%
$64.34 - $79.68 $413K - $511K
21.2K $1.45M
CMA
Comerica Inc

Financial Services
6.84K
+ 30.48%
$56.11 - $68.38 $384K - $467K
29.3K $1.73M
NNI
Nelnet Inc

Financial Services
2.82K
+ 44.39%
$102.92 - $122.39 $290K - $345K
9.16K $1.02M
WCN
Waste Connections, Inc.

Industrials
797
+ 10.31%
$169.89 - $195.19 $135K - $156K
8.53K $1.66M
CWAN
Clearwater Analytics Holdings, Inc.

Technology
13.5K
+ 40.36%
$25.9 - $31.26 $348K - $420K
46.8K $1.25M
KSS
Kohls Corp

Consumer Cyclical
51.4K
+ 358.8%
$8.06 - $14.12 $415K - $726K
65.8K $537K
REPX
Riley Exploration Permian, Inc.

Energy
11.5K
+ 11500.0%
$26.92 - $37.12 $310K - $427K
11.6K $338K
WRLD
World Acceptance Corp

Financial Services
2.62K
+ 1163.56%
$109.64 - $152.25 $287K - $399K
2.84K $359K
UPST
Upstart Holdings, Inc.

Financial Services
13.3K
+ 74.26%
$46.03 - $88.77 $613K - $1.18M
31.2K $1.44M
LBRDA
Liberty Broadband Corp

Communication Services
1.48K
+ 7.58%
$72.73 - $88.43 $107K - $131K
21K $1.78M
FND
Floor & Decor Holdings, Inc.

Consumer Cyclical
5.59K
+ 91.12%
$80.4 - $106.5 $450K - $596K
11.7K $943K
DFIN
Donnelley Financial Solutions, Inc.

Financial Services
7.63K
+ 10601.39%
$43.29 - $69.32 $330K - $529K
7.71K $336K
HTH
Hilltop Holdings Inc.

Financial Services
10.2K
+ 94.9%
$27.15 - $32.77 $276K - $333K
20.9K $635K
NTR
Nutrien Ltd.

Basic Materials
987
+ 1.73%
$45.28 - $53.84 $44.7K - $53.1K
58K $2.88M
TSN
Tyson Foods, Inc.

Consumer Defensive
1.86K
+ 5.66%
$54.27 - $63.81 $101K - $119K
34.7K $2.22M
DPZ
Dominos Pizza Inc

Consumer Cyclical
508
+ 21.42%
$402.33 - $489.71 $204K - $249K
2.88K $1.32M
BSCU
Invesco Exc Self Ind Tr

ETFs
19.8K
New
$16.2 - $16.64 $321K - $330K
19.8K $328K
AKAM
Akamai Technologies Inc

Technology
3.58K
+ 22.71%
N/A
19.4K $1.76M
KTOS
Kratos Defense & Security Solutions, Inc.

Industrials
7.32K
+ 22.32%
$24.39 - $35.22 $179K - $258K
40.1K $1.19M
REGL
Proshares Tr S&P Midcap 400 Di

ETFs
4.04K
New
$78.12 - $83.7 $316K - $338K
4.04K $326K
TMDX
Trans Medics Group, Inc.

Healthcare
4.31K
+ 59.14%
$56.73 - $79.42 $245K - $342K
11.6K $780K
Activity Summary
Buys All Purchases 2364 New Holdings 213 Increased Positions 2151 Sells All Sells 964 Reductions 964 Sold out 0 Options Calls 8 Puts 11
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