Creative Planning Purchases in Q3 2024

Creative Planning

  • $101 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
DOOO
Brp Inc.

Consumer Cyclical
3.81K
New
$58.22 - $72.42 $222K - $276K
3.81K $226K
GLPI
Gaming & Leisure Properties, Inc.

Real Estate
2.84K
+ 22.03%
$43.9 - $52.34 $125K - $149K
15.7K $809K
XRX
Xerox Holdings Corp

Technology
21.7K
New
$9.66 - $12.04 $210K - $261K
21.7K $225K
CMC
Commercial Metals CO

Basic Materials
4.1K
+ 17.9%
$48.67 - $60.35 $200K - $247K
27K $1.48M
BCH
Bank Of Chile

Financial Services
8.9K
New
$22.47 - $25.64 $200K - $228K
8.9K $225K
WOLF
Wolfspeed, Inc.

Technology
23.1K
New
$7.6 - $24.99 $176K - $577K
23.1K $224K
WSBC
Wesbanco Inc

Financial Services
5.55K
+ 17.46%
$27.11 - $34.28 $151K - $190K
37.3K $1.11M
NMIH
Nmi Holdings, Inc.

Financial Services
2.36K
+ 13.35%
$33.86 - $41.73 $79.8K - $98.4K
20K $824K
BY
Byline Bancorp, Inc.

Financial Services
6.32K
+ 35.18%
$23.24 - $29.12 $147K - $184K
24.3K $649K
PYCR
Paycor Hcm, Inc.

Technology
14.4K
+ 115.94%
$11.64 - $14.56 $168K - $210K
26.9K $381K
UEC
Uranium Energy Corp

Energy
34.4K
+ 68.63%
$4.26 - $6.85 $147K - $236K
84.6K $524K
MBUU
Malibu Boats, Inc.

Consumer Cyclical
5.76K
New
$30.52 - $39.95 $176K - $230K
5.76K $223K
EWW
Ishares Inc Msci Mexico ETF

ETFs
3.9K
New
$57.0 - $57.0 $222K - $222K
3.9K $222K
PULS
Pgim ETF Tr

ETFs
4.47K
New
$49.47 - $49.8 $221K - $223K
4.47K $222K
ESGR
Enstar Group LTD

Financial Services
585
+ 26.59%
$316.48 - $348.31 $185K - $204K
2.79K $894K
INFL
Listed Fds Tr Horizon Kinetics

ETFs
5.93K
New
$33.15 - $38.37 $197K - $228K
5.93K $222K
MCHI
Ishares Msci China ETF

ETFs
4.35K
New
$40.43 - $50.98 $176K - $222K
4.35K $221K
NIC
Nicolet Bankshares Inc

Financial Services
777
+ 6.64%
$80.01 - $103.65 $62.2K - $80.5K
12.5K $1.19M
LOB
Live Oak Bancshares, Inc.

Financial Services
2.73K
+ 36.48%
$33.45 - $49.72 $91.2K - $135K
10.2K $482K
NVST
Envista Holdings Corp

Healthcare
7.33K
+ 30.23%
$15.3 - $19.76 $112K - $145K
31.6K $623K
DWM
Wisdomtree Tr

ETFs
2.15K
+ 8.55%
$52.24 - $58.1 $112K - $125K
27.3K $1.57M
DAN
Dana Inc

Consumer Cyclical
26.2K
+ 72.3%
$9.34 - $12.71 $244K - $333K
62.4K $658K
BWZ
Spdr Bloomberg Short Term Inte

ETFs
1.13K
+ 1.15%
$25.59 - $27.67 $29K - $31.4K
99.8K $2.75M
RYAM
Rayonier Advanced Materials Inc.

Basic Materials
25.7K
New
$5.14 - $8.71 $132K - $224K
25.7K $219K
KE
Kimball Electronics, Inc.

Industrials
11.8K
New
$17.31 - $24.28 $205K - $287K
11.8K $219K
EBR
Brazilian Electric Power CO

Utilities
26.9K
+ 93.18%
$6.5 - $7.71 $175K - $208K
55.8K $403K
BKH
Black Hills Corp

Utilities
966
+ 4.1%
$53.42 - $61.53 $51.6K - $59.4K
24.5K $1.5M
SOI
Solaris Oilfield Infrastructure, Inc.

Energy
17.1K
New
$8.27 - $13.92 $142K - $238K
17.1K $218K
BLMN
Bloomin' Brands, Inc.

Consumer Cyclical
13.2K
New
$15.38 - $20.85 $203K - $276K
13.2K $218K
FIVE
Five Below, Inc

Consumer Cyclical
3.72K
+ 69.16%
$64.97 - $108.47 $242K - $404K
9.11K $804K
SMP
Standard Motor Products, Inc.

Consumer Cyclical
6.56K
New
$26.23 - $34.36 $172K - $225K
6.56K $217K
WDFC
Wd 40 CO

Basic Materials
459
+ 17.69%
$213.45 - $271.83 $98K - $125K
3.05K $786K
SKYW
Skywest Inc

Industrials
690
+ 1.29%
$68.08 - $87.62 $47K - $60.5K
54.3K $4.62M
HQY
Healthequity, Inc.

Healthcare
3.71K
+ 18.6%
$67.98 - $86.62 $252K - $321K
23.6K $1.93M
FBIZ
First Business Financial Services, Inc.

Financial Services
4.75K
New
$35.25 - $46.04 $167K - $219K
4.75K $216K
TIMB
Tim S.A.

Communication Services
12.5K
New
$14.05 - $17.31 $176K - $217K
12.5K $215K
SOXL
Direxion Daily Semiconductor B

ETFs
5.89K
New
$25.96 - $68.59 $153K - $404K
5.89K $215K
ALEX
Alexander & Baldwin, Inc.

Real Estate
11.2K
New
$16.77 - $19.85 $188K - $223K
11.2K $215K
TXG
10x Genomics, Inc.

Healthcare
9.49K
New
$15.71 - $23.49 $149K - $223K
9.49K $214K
RPV
Invesco Exchange Traded Fd Tr

ETFs
1.9K
+ 22.74%
$82.04 - $89.49 $156K - $170K
10.2K $910K
NFE
New Fortress Energy Inc.

Utilities
23.6K
New
$8.98 - $25.64 $212K - $604K
23.6K $213K
FLGT
Fulgent Genetics, Inc.

Healthcare
8.08K
+ 45.05%
$19.6 - $25.06 $158K - $202K
26K $564K
FCPT
Four Corners Property Trust, Inc.

Real Estate
3.32K
+ 13.34%
$24.44 - $30.62 $81K - $102K
28.2K $825K
CLBK
Columbia Financial, Inc.

Financial Services
10.3K
+ 58.87%
$14.44 - $18.39 $148K - $189K
27.7K $473K
JXI
Ishares Tr Global Utils ETF

ETFs
3K
New
$59.7 - $70.74 $179K - $212K
3K $212K
JHMM
John Hancock Multifactor Mid C

ETFs
3.53K
New
$54.25 - $60.2 $192K - $213K
3.53K $212K
NWN
Northwest Natural Holding CO

Utilities
5.16K
New
$35.25 - $40.82 $182K - $211K
5.16K $210K
RNG
Ring Central, Inc.

Technology
6.67K
New
$27.72 - $35.26 $185K - $235K
6.67K $210K
AGR
Avangrid, Inc.

Utilities
5.62K
+ 17.36%
$35.27 - $36.04 $198K - $202K
38K $1.36M
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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