Creative Planning Purchases in Q3 2024

Creative Planning

  • $101 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
TCBK
Trico Bancshares

Financial Services
3.02K
+ 14.09%
$37.75 - $47.95 $114K - $145K
24.5K $1.05M
PFSI
Penny Mac Financial Services, Inc.

Financial Services
879
+ 17.66%
$90.98 - $116.58 $80K - $102K
5.86K $667K
RGA
Reinsurance Group Of America Inc

Financial Services
314
+ 3.12%
$192.62 - $225.79 $60.5K - $70.9K
10.4K $2.26M
HIFS
Hingham Instn For Svgs (Mass)

Financial Services
399
+ 26.34%
$177.47 - $259.8 $70.8K - $104K
1.91K $465K
USFD
Us Foods Holding Corp.

Consumer Defensive
1.55K
+ 13.53%
$50.06 - $62.82 $77.4K - $97.2K
13K $798K
KAR
Kar Auction Services, Inc.

Consumer Cyclical
11.5K
New
$15.79 - $18.51 $181K - $212K
11.5K $193K
BRCC
Brc Inc.

Consumer Defensive
56.2K
New
$3.27 - $6.11 $184K - $343K
56.2K $192K
SG
Sweetgreen, Inc.

Consumer Cyclical
4.36K
+ 61.68%
$23.87 - $37.65 $104K - $164K
11.4K $405K
PFC
Premier Financial Corp

Financial Services
2.5K
+ 5.69%
$19.61 - $26.19 $49K - $65.5K
46.4K $1.09M
IBKR
Interactive Brokers Group, Inc.

Financial Services
428
+ 5.51%
$108.65 - $139.41 $46.5K - $59.7K
8.2K $1.14M
FHLC
Fidelity Covington Tr Msci Hea

ETFs
1.01K
+ 3.68%
$67.43 - $74.23 $68.1K - $75K
28.5K $2.07M
IQLT
Ishares Msci Intl Quality Fact

ETFs
2.85K
+ 9.78%
$37.37 - $41.82 $107K - $119K
32K $1.33M
AVSC
American Centy ETF Tr Avantis
723
+ 1.99%
$49.07 - $56.13 $35.5K - $40.6K
37.1K $2M
CHT
Chunghwa Telecom CO LTD

Communication Services
1.42K
+ 1.15%
$36.12 - $40.59 $51.3K - $57.6K
125K $4.96M
IPGP
Ipg Photonics Corp

Technology
2.93K
+ 93.34%
$62.31 - $90.65 $183K - $266K
6.07K $451K
TCMD
Tactile Systems Technology Inc

Healthcare
12.8K
New
$11.29 - $14.61 $144K - $187K
12.8K $186K
HLX
Helix Energy Solutions Group Inc

Energy
16.8K
New
$9.2 - $12.82 $155K - $216K
16.8K $186K
LAMR
Lamar Advertising CO

Real Estate
131
+ 1.1%
$110.9 - $135.58 $14.5K - $17.8K
12K $1.61M
PRI
Primerica, Inc.

Financial Services
40
+ 0.66%
$233.01 - $266.6 $9.32K - $10.7K
6.08K $1.61M
GFL
Gfl Environmental Inc.

Industrials
4.23K
+ 28.34%
$37.64 - $43.49 $159K - $184K
19.2K $764K
EXPD
Expeditors International Of Washington Inc

Industrials
42
+ 0.16%
$116.1 - $131.42 $4.88K - $5.52K
26.8K $3.53M
EQR
Equity Residential

Real Estate
1.31K
+ 7.87%
$67.19 - $78.09 $88K - $102K
18K $1.34M
REG
Regency Centers Corp

Real Estate
816
+ 6.55%
$61.64 - $75.18 $50.3K - $61.3K
13.3K $958K
IVOO
Vanguard S&P Mid Cap 400 ETF

ETFs
11
+ 0.04%
$97.05 - $106.1 $1.07K - $1.17K
28K $2.95M
BAH
Booz Allen Hamilton Holding Corp

Industrials
758
+ 11.27%
$138.82 - $162.76 $105K - $123K
7.49K $1.22M
OCUL
Ocular Therapeutix, Inc

Healthcare
20.9K
New
$6.45 - $9.23 $135K - $193K
20.9K $182K
KIO
Kkr Income Opportunities Fund

Financial Services
12.3K
New
$13.6 - $14.8 $168K - $182K
12.3K $181K
CPT
Camden Property Trust

Real Estate
453
+ 5.29%
$107.5 - $126.88 $48.7K - $57.5K
9.01K $1.11M
LAUR
Laureate Education, Inc.

Consumer Defensive
10.9K
New
$14.21 - $16.92 $155K - $184K
10.9K $180K
VRRM
Verra Mobility Corp

Industrials
6.09K
+ 35.19%
$26.13 - $30.84 $159K - $188K
23.4K $651K
LITE
Lumentum Holdings Inc.

Technology
1.83K
+ 36.02%
$40.28 - $64.74 $73.8K - $119K
6.91K $438K
RSI
Rush Street Interactive, Inc.

Consumer Cyclical
16.6K
New
$8.56 - $10.85 $142K - $180K
16.6K $179K
UWMC
Uwm Holdings Corp

Financial Services
14.6K
+ 42.44%
$6.62 - $9.52 $96.6K - $139K
49K $417K
GIL
Gildan Activewear Inc.

Consumer Cyclical
1.51K
+ 12.82%
$37.71 - $47.5 $56.8K - $71.5K
13.2K $624K
BGS
B&G Foods, Inc.

Consumer Defensive
18.3K
+ 94.52%
$7.68 - $9.34 $141K - $171K
37.7K $335K
ATHM
Autohome Inc.

Communication Services
2.6K
+ 14.2%
$22.43 - $33.02 $58.4K - $86K
20.9K $682K
OUNZ
Van Eck Merk Gold Trust

ETFs
392
+ 0.68%
$22.51 - $25.83 $8.82K - $10.1K
58.1K $1.48M
CSGS
Csg Systems International Inc

Technology
2.33K
+ 27.43%
$40.08 - $48.65 $93.3K - $113K
10.8K $526K
CWEN
Clearway Energy, Inc.

Utilities
3.13K
+ 23.54%
$24.11 - $30.68 $75.6K - $96.2K
16.5K $504K
AN
Autonation, Inc.

Consumer Cyclical
59
+ 0.7%
$156.14 - $190.72 $9.21K - $11.3K
8.46K $1.51M
SNDR
Schneider National, Inc.

Industrials
2.21K
+ 8.62%
$22.89 - $28.65 $50.5K - $63.2K
27.8K $792K
ARRY
Array Technologies, Inc.

Technology
26.7K
New
$5.69 - $11.76 $152K - $313K
26.7K $175K
IMKTA
Ingles Markets Inc

Consumer Defensive
1.96K
+ 40.21%
$67.82 - $81.05 $133K - $159K
6.85K $510K
DX
Dynex Capital Inc

Real Estate
13.8K
New
$11.71 - $12.96 $161K - $178K
13.8K $175K
ROAD
Construction Partners, Inc.

Industrials
1.31K
+ 22.8%
$53.22 - $76.29 $69.8K - $100K
7.06K $492K
AFRM
Affirm Holdings, Inc.

Technology
1.34K
+ 11.95%
$24.12 - $44.98 $32.4K - $60.4K
12.6K $513K
POR
Portland General Electric CO

Utilities
1.3K
+ 5.38%
$42.44 - $49.09 $55K - $63.7K
25.4K $1.22M
SUN
Sunoco LP

Energy
4.63K
+ 17.8%
$50.23 - $58.53 $233K - $271K
30.7K $1.65M
GLPG
Galapagos Nv

Healthcare
3.46K
+ 18.81%
$24.2 - $30.67 $83.8K - $106K
21.9K $629K
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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