Creative Planning Purchases in Q3 2024

Creative Planning

  • $101 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
NDSN
Nordson Corp

Industrials
572
+ 16.0%
$225.0 - $262.63 $129K - $150K
4.15K $1.09M
SCHY
Schwab Strategic Tr Intl Divid

ETFs
9.97K
New
$23.66 - $26.53 $236K - $264K
9.97K $260K
UTHR
United Therapeutics Corp

Healthcare
322
+ 8.91%
$311.04 - $363.55 $100K - $117K
3.94K $1.41M
CRGY
Crescent Energy CO

Energy
30.5K
+ 37.09%
$10.19 - $12.5 $311K - $382K
113K $1.23M
FCNCA
First Citizens Bancshares Inc

Financial Services
49
+ 4.5%
$1685.92 - $2128.51 $82.6K - $104K
1.14K $2.09M
FR
First Industrial Realty Trust Inc

Real Estate
4.62K
New
$47.13 - $56.97 $218K - $263K
4.62K $258K
ONON
On Holding Ag

Consumer Cyclical
1.16K
+ 6.58%
$36.63 - $51.57 $42.5K - $59.8K
18.8K $941K
SMMT
Summit Therapeutics Inc.

Healthcare
4.85K
+ 44.99%
$6.89 - $31.93 $33.4K - $155K
15.6K $342K
SGRY
Surgery Partners, Inc.

Healthcare
8.02K
New
$23.08 - $33.69 $185K - $270K
8.02K $258K
RNP
Cohen & Steers Reit & Preferred & Income Fund Inc

Financial Services
10.9K
New
$20.51 - $24.25 $223K - $264K
10.9K $257K
CWST
Casella Waste Systems Inc

Industrials
2.54K
+ 16.36%
$96.59 - $108.33 $245K - $275K
18.1K $1.8M
USLM
United States Lime & Minerals Inc

Basic Materials
2.64K
New
$69.25 - $395.38 $183K - $1.04M
2.64K $257K
LFUS
Littelfuse Inc

Technology
865
+ 32.01%
$233.9 - $274.34 $202K - $237K
3.57K $946K
GNTX
Gentex Corp

Consumer Cyclical
16.8K
+ 27.74%
$28.39 - $35.19 $478K - $592K
77.5K $2.3M
ESLT
Elbit Systems LTD

Industrials
938
+ 32.61%
$178.1 - $204.36 $167K - $192K
3.81K $762K
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
1.95K
+ 14.46%
$111.59 - $129.08 $217K - $251K
15.4K $1.83M
HEES
H&E Equipment Services, Inc.

Industrials
5.23K
New
$42.22 - $54.23 $221K - $283K
5.23K $254K
NAVI
Navient Corp

Financial Services
13.5K
+ 32.22%
$14.08 - $16.93 $190K - $229K
55.4K $863K
SWTX
Spring Works Therapeutics, Inc.

Healthcare
7.92K
New
$32.04 - $42.76 $254K - $339K
7.92K $253K
ZI
Zoom Info Technologies Inc.

Technology
24.6K
New
$8.01 - $12.68 $197K - $312K
24.6K $253K
FBK
Fb Financial Corp

Financial Services
1.15K
+ 4.57%
$38.04 - $49.23 $43.7K - $56.6K
26.3K $1.23M
AVRE
American Centy ETF Tr Avantis
2.14K
+ 8.31%
$40.95 - $48.28 $87.5K - $103K
27.8K $1.31M
BCE
Bce Inc

Communication Services
3.37K
+ 6.01%
$31.33 - $36.08 $106K - $122K
59.5K $2.07M
OMCL
Omnicell, Inc

Healthcare
2.19K
+ 23.08%
$25.61 - $45.43 $56K - $99.4K
11.7K $508K
RPD
Rapid7, Inc.

Technology
6.34K
New
$33.02 - $43.17 $209K - $274K
6.34K $252K
BUFF
Blue Buffalo Pet Products, Inc.

Consumer Defensive
5.69K
New
$41.93 - $44.13 $239K - $251K
5.69K $251K
USPH
U S Physical Therapy Inc

Healthcare
2.98K
New
$81.64 - $98.68 $243K - $294K
2.98K $251K
HWKN
Hawkins Inc

Basic Materials
1.02K
+ 30.57%
$87.69 - $127.47 $89.1K - $130K
4.34K $553K
AVB
Avalonbay Communities Inc

Real Estate
408
+ 4.75%
$200.95 - $234.65 $82K - $95.7K
9K $2.03M
EVR
Evercore Inc.

Financial Services
329
+ 8.86%
$211.0 - $258.67 $69.4K - $85.1K
4.04K $1.02M
PLAB
Photronics Inc

Technology
10.1K
New
$20.78 - $27.99 $210K - $282K
10.1K $249K
TAP
Molson Coors Beverage CO

Consumer Defensive
2.42K
+ 14.68%
$49.94 - $57.52 $121K - $139K
18.9K $1.09M
PRO
Pros Holdings, Inc.

Technology
13.5K
New
$16.99 - $27.05 $229K - $364K
13.5K $249K
MIRM
Mirum Pharmaceuticals, Inc.

Healthcare
6.38K
New
$33.68 - $44.74 $215K - $286K
6.38K $248K
PRM
Perimeter Solutions, Sa

Basic Materials
7.01K
+ 25.53%
$7.55 - $13.42 $52.9K - $94K
34.4K $462K
PGC
Peapack Gladstone Financial Corp

Financial Services
6.03K
+ 34.74%
$21.38 - $29.2 $129K - $176K
23.4K $641K
ZTO
Zto Express (Cayman) Inc.

Industrials
5.23K
+ 17.93%
$18.33 - $24.77 $95.9K - $130K
34.4K $852K
CNNE
Cannae Holdings, Inc.

Consumer Cyclical
11.9K
+ 53.53%
$17.9 - $20.22 $213K - $241K
34.2K $651K
UBSI
United Bankshares Inc

Financial Services
160
+ 0.31%
$31.56 - $39.32 $5.05K - $6.29K
51.6K $1.92M
VGLT
Vanguard Long Term Treasury Et

ETFs
3.47K
+ 41.16%
$56.52 - $63.23 $196K - $220K
11.9K $732K
NPO
Enpro Industries, Inc

Industrials
1.15K
+ 32.88%
$141.73 - $171.51 $163K - $197K
4.65K $754K
AGCO
Agco Corp

Industrials
2.5K
+ 34.9%
$84.99 - $103.52 $212K - $259K
9.66K $945K
HRMY
Harmony Biosciences Holdings, Inc.

Healthcare
6.14K
New
$30.0 - $39.95 $184K - $245K
6.14K $245K
BUFD
First Tr Exc Trd Fd Viii Ft Cb

ETFs
9.79K
New
$23.78 - $25.04 $233K - $245K
9.79K $245K
WBS
Webster Financial Corp

Financial Services
2.82K
+ 7.58%
$42.49 - $49.62 $120K - $140K
39.9K $1.86M
DCOM
Dime Community Bancshares, Inc.

Financial Services
8.45K
New
$19.61 - $29.94 $166K - $253K
8.45K $243K
FIBK
First Interstate Bancsystem Inc

Financial Services
5.62K
+ 23.01%
$27.11 - $32.35 $152K - $182K
30K $921K
XPEV
Xpeng Inc.

Consumer Cyclical
6.7K
+ 20.3%
$6.63 - $12.72 $44.4K - $85.3K
39.7K $483K
EDIV
Spdr S&P Emerging Dividends Et

ETFs
6.42K
New
$33.62 - $38.33 $216K - $246K
6.42K $241K
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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