Creative Planning Purchases in Q2 2025

Creative Planning

  • $116 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
PLAY
Dave & Buster'S Entertainment, Inc.

Communication Services
10.3K
New
$16.06 - $32.77 $166K - $339K
10.3K $311K
SOUN
Soundhound Ai, Inc.

Technology
9.24K
+ 11.41%
$7.18 - $11.76 $66.3K - $109K
90.2K $968K
ACHR
Archer Aviation Inc.

Industrials
1.65K
+ 2.11%
$6.2 - $13.3 $10.2K - $22K
79.8K $865K
IT
Gartner Inc

Technology
1.21K
+ 10.54%
$377.5 - $449.52 $455K - $542K
12.6K $5.11M
CTLP
Cantaloupe, Inc.

Technology
28.2K
New
$7.24 - $11.01 $204K - $311K
28.2K $310K
XLG
Invesco Exchange Traded Fd Tr

ETFs
2.1K
+ 6.36%
$40.94 - $52.1 $85.8K - $109K
35.1K $1.83M
ATKR
Atkore Inc.

Industrials
1.7K
+ 9.48%
$52.02 - $71.15 $88.3K - $121K
19.6K $1.38M
CNMD
Conmed Corp

Healthcare
5.94K
New
$47.66 - $60.73 $283K - $361K
5.94K $309K
GTY
Getty Realty Corp

Real Estate
12.7K
+ 104.19%
$27.38 - $30.93 $349K - $394K
25K $690K
XLP
Consumer Staples Sector Spdr

ETFs
4.05K
+ 2.4%
N/A
173K $13.1M
CRSP
Crispr Therapeutics Ag

Healthcare
2.26K
+ 16.67%
$31.27 - $48.64 $70.8K - $110K
15.8K $770K
TLK
Perusahaan Perseroan Persero Pt Telekomunikasi Indonesia Tbk

Communication Services
10.5K
+ 17.6%
$13.24 - $18.0 $139K - $189K
70.1K $1.19M
CCNE
Cnb Financial Corp

Financial Services
12.8K
+ 52.11%
$20.27 - $23.32 $259K - $298K
37.3K $852K
WEN
Wendy'S CO

Consumer Cyclical
87.7K
+ 40.47%
$11.11 - $14.72 $975K - $1.29M
304K $3.48M
DAR
Darling Ingredients Inc.

Consumer Defensive
5.53K
+ 39.58%
$27.63 - $38.64 $153K - $214K
19.5K $740K
CMP
Compass Minerals International Inc

Basic Materials
3.06K
+ 13.7%
$9.12 - $20.29 $27.9K - $62.1K
25.4K $510K
WDFC
Wd 40 CO

Basic Materials
1.78K
+ 27.47%
$217.49 - $248.93 $386K - $442K
8.24K $1.88M
CUZ
Cousins Properties Inc

Real Estate
9.38K
+ 24.78%
$25.15 - $30.53 $236K - $286K
47.2K $1.42M
STEP
Step Stone Group Inc.

Financial Services
3.52K
+ 10.79%
$42.46 - $60.26 $150K - $212K
36.2K $2.01M
NUEM
Nuveen Esg Emerging Markets Eq

ETFs
2.52K
+ 4.58%
$25.97 - $33.21 $65.4K - $83.6K
57.5K $1.91M
COLL
Collegium Pharmaceutical, Inc

Healthcare
10.3K
+ 83.45%
$24.67 - $30.44 $254K - $314K
22.7K $669K
HLI
Houlihan Lokey, Inc.

Financial Services
899
+ 12.06%
$141.59 - $182.75 $127K - $164K
8.35K $1.5M
TOL
Toll Brothers, Inc.

Consumer Cyclical
1.63K
+ 12.27%
$90.5 - $114.3 $147K - $186K
14.9K $1.7M
PRGO
Perrigo CO PLC

Healthcare
12.4K
+ 51.49%
$24.36 - $27.91 $301K - $345K
36.4K $971K
KELYA
Kelly Services Inc

Industrials
32.7K
+ 56.7%
$11.05 - $13.28 $361K - $434K
90.3K $1.06M
FXD
First Tr Exchange Traded Fd

ETFs
4.72K
New
$50.42 - $63.44 $238K - $299K
4.72K $299K
HONE
Harbor One Bancorp, Inc.

Financial Services
25.5K
New
$9.06 - $11.79 $231K - $301K
25.5K $297K
SSRM
Ssr Mining Inc.

Basic Materials
4.45K
+ 5.03%
$9.09 - $13.07 $40.5K - $58.2K
93.1K $1.19M
EQIX
Equinix Inc

Real Estate
608
+ 6.47%
$740.07 - $914.43 $450K - $556K
10K $7.96M
GAMB
Gambling.Com Group LTD

Consumer Cyclical
27.2K
+ 76.18%
$11.53 - $14.72 $313K - $400K
62.8K $747K
GPK
Graphic Packaging Holding CO

Consumer Cyclical
16.8K
+ 139.79%
$21.02 - $26.3 $353K - $442K
28.8K $607K
SO
Southern CO

Utilities
3.81K
+ 0.85%
$84.91 - $92.56 $323K - $352K
449K $41.3M
RGA
Reinsurance Group Of America Inc

Financial Services
1.41K
+ 13.39%
$168.32 - $209.71 $237K - $295K
11.9K $2.37M
RE
Everest Re Group LTD

Financial Services
797
+ 19.46%
N/A
4.89K $1.81M
BELFB
Bel Fuse Inc.

Technology
513
+ 4.77%
$60.82 - $97.69 $31.2K - $50.1K
11.3K $1.1M
SPSC
Sps Commerce Inc

Technology
1.76K
+ 10.47%
$121.61 - $152.67 $213K - $268K
18.5K $2.52M
VFQY
Vanguard Wellington Fd U S Qua

ETFs
1.92K
+ 109.78%
$118.46 - $143.72 $227K - $276K
3.67K $527K
UHS
Universal Health Services Inc

Healthcare
1.93K
+ 22.99%
$157.05 - $197.94 $303K - $382K
10.3K $1.87M
IBHF
Ishares Tr Ibonds 2026 Term Hi

ETFs
12.6K
New
$22.57 - $23.23 $284K - $292K
12.6K $292K
JKHY
Henry Jack & Associates Inc

Technology
1.94K
+ 8.12%
$163.54 - $186.02 $318K - $361K
25.9K $4.66M
AVSF
American Centy ETF Tr Avantis

ETFs
4.05K
+ 1.15%
$46.28 - $47.03 $187K - $190K
357K $16.8M
CBNK
Capital Bancorp Inc

Financial Services
6.47K
+ 46.03%
$26.11 - $33.58 $169K - $217K
20.5K $689K
EWL
Ishares Inc Msci Switzerlnd

ETFs
2.95K
+ 6.92%
$47.04 - $56.27 $139K - $166K
45.6K $2.5M
CHWY
Chewy, Inc.

Consumer Cyclical
5.11K
+ 71.15%
$31.21 - $48.21 $159K - $246K
12.3K $523K
LAUR
Laureate Education, Inc.

Consumer Defensive
10K
+ 52.99%
$18.34 - $23.38 $184K - $234K
28.9K $675K
OBNK
Origin Bancorp, Inc.

Financial Services
8.94K
+ 17.55%
N/A
59.9K $1.93M
PATH
Ui Path, Inc.

Technology
8.46K
+ 11.72%
$9.79 - $13.31 $82.8K - $113K
80.6K $1.03M
MSA
Msa Safety Inc

Industrials
1.29K
+ 37.39%
$130.21 - $169.16 $167K - $217K
4.72K $791K
GDOT
Green Dot Corp

Financial Services
26.7K
New
$6.7 - $10.94 $179K - $292K
26.7K $287K
Activity Summary
Buys All Purchases 2264 New Holdings 320 Increased Positions 1944 Sells All Sells 1213 Reductions 1213 Sold out 0 Options Calls 36 Puts 37
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