Creative Planning Purchases in Q3 2024

Creative Planning

  • $101 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
PRGS
Progress Software Corp

Technology
1.3K
+ 20.08%
$53.37 - $67.37 $69.4K - $87.6K
7.77K $523K
TGNA
Tegna Inc

Communication Services
5.19K
+ 10.81%
$13.39 - $16.27 $69.5K - $84.5K
53.2K $840K
FRME
First Merchants Corp

Financial Services
3.26K
+ 25.82%
$32.38 - $41.35 $106K - $135K
15.9K $591K
SBSW
Sibanye Stillwater LTD

Basic Materials
48.2K
+ 40.89%
$3.18 - $4.96 $153K - $239K
166K $683K
LQDA
Liquidia Corp

Healthcare
17K
New
$8.9 - $14.11 $152K - $240K
17K $170K
MHK
Mohawk Industries Inc

Consumer Cyclical
200
+ 6.86%
$108.83 - $162.7 $21.8K - $32.5K
3.11K $500K
INDY
Ishares India 50 ETF

ETFs
1.93K
+ 8.46%
$52.68 - $57.25 $102K - $110K
24.7K $1.39M
SLRC
Slr Investment Corp.

Financial Services
11.3K
New
$14.66 - $16.25 $165K - $183K
11.3K $169K
OXLC
Oxford Lane Capital Corp.

Financial Services
32.4K
New
$5.15 - $5.67 $167K - $183K
32.4K $169K
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
4.77K
+ 8.9%
$25.38 - $26.27 $121K - $125K
58.3K $1.53M
AZPN
Aspen Technology, Inc.

Technology
467
+ 34.14%
$172.9 - $239.26 $80.7K - $112K
1.84K $438K
LRN
Stride, Inc.

Consumer Defensive
1.38K
+ 42.16%
$66.21 - $85.31 $91.4K - $118K
4.65K $396K
NSA
National Storage Affiliates Trust

Real Estate
2.25K
+ 27.27%
$39.73 - $49.13 $89.4K - $111K
10.5K $506K
OSIS
Osi Systems Inc

Technology
926
+ 55.15%
$134.78 - $154.28 $125K - $143K
2.61K $395K
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
271
+ 0.35%
$46.18 - $48.92 $12.5K - $13.3K
77K $3.74M
DOCU
Docusign, Inc.

Technology
766
+ 5.6%
$49.73 - $62.53 $38.1K - $47.9K
14.5K $897K
ICL
Icl Group Ltd.

Basic Materials
39.4K
+ 46.79%
$3.8 - $4.65 $150K - $183K
124K $525K
TILE
Interface Inc

Consumer Cyclical
4.5K
+ 24.67%
$14.17 - $19.02 $63.7K - $85.5K
22.7K $431K
HSTM
Healthstream Inc

Healthcare
5.37K
+ 51.24%
$27.19 - $30.84 $146K - $166K
15.8K $456K
SKYY
First Trust Cloud Computing Et

ETFs
885
+ 8.01%
$86.45 - $102.48 $76.5K - $90.7K
11.9K $1.22M
PUMP
Pro Petro Holding Corp.

Energy
25.4K
+ 80.03%
$7.06 - $9.59 $180K - $244K
57.2K $438K
SSRM
Ssr Mining Inc.

Basic Materials
15.9K
+ 26.04%
$4.35 - $6.15 $69K - $97.6K
76.8K $436K
CYH
Community Health Systems Inc

Healthcare
26.8K
New
$3.24 - $6.22 $86.8K - $167K
26.8K $162K
HLMN
Hillman Solutions Corp.

Industrials
13K
+ 88.43%
$8.66 - $10.66 $112K - $138K
27.6K $291K
MGEE
Mge Energy Inc

Utilities
284
+ 3.45%
$73.49 - $92.42 $20.9K - $26.2K
8.52K $777K
RRR
Red Rock Resorts, Inc.

Consumer Cyclical
3.13K
+ 19.66%
$49.66 - $61.24 $155K - $191K
19K $1.03M
ELS
Equity Lifestyle Properties Inc

Real Estate
1.82K
+ 37.29%
$63.6 - $76.23 $116K - $139K
6.72K $479K
TLK
Perusahaan Perseroan Persero Pt Telekomunikasi Indonesia Tbk

Communication Services
4.88K
+ 8.21%
$17.03 - $20.87 $83K - $102K
64.2K $1.27M
MCS
Marcus Corp

Communication Services
10.6K
New
$10.55 - $15.28 $112K - $162K
10.6K $159K
EMR
Emerson Electric CO

Industrials
2.77K
+ 1.52%
$98.19 - $118.87 $272K - $329K
185K $20.2M
VIRC
Virco Mfg Corporation

Consumer Cyclical
11.5K
New
$12.93 - $18.24 $149K - $210K
11.5K $159K
URNM
Sprott Fds Tr Uranium Miners E

ETFs
4.79K
+ 25.69%
$37.45 - $52.79 $180K - $253K
23.5K $1.08M
FULT
Fulton Financial Corp

Financial Services
7.04K
+ 26.55%
$16.35 - $20.14 $115K - $142K
33.6K $608K
DAR
Darling Ingredients Inc.

Consumer Defensive
4.02K
+ 21.93%
$33.99 - $41.78 $137K - $168K
22.4K $830K
SXI
Standex International Corp

Industrials
597
+ 27.81%
$155.0 - $188.75 $92.5K - $113K
2.74K $500K
AMBC
Ambac Financial Group Inc

Financial Services
13.9K
New
$10.4 - $13.19 $145K - $183K
13.9K $155K
MTG
Mgic Investment Corp

Financial Services
3.2K
+ 17.88%
$21.29 - $25.74 $68.2K - $82.5K
21.1K $540K
INVA
Innoviva, Inc.

Healthcare
4.67K
+ 21.12%
$16.33 - $20.04 $76.2K - $93.6K
26.8K $516K
HII
Huntington Ingalls Industries, Inc.

Industrials
181
+ 3.06%
$241.93 - $282.86 $43.8K - $51.2K
6.1K $1.61M
SMAR
Smartsheet Inc

Technology
721
+ 7.17%
$42.95 - $55.46 $31K - $40K
10.8K $596K
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
49.5K
+ 8.87%
$9.27 - $11.62 $459K - $576K
608K $6.18M
PFGC
Performance Food Group CO

Consumer Defensive
140
+ 1.21%
$61.6 - $78.75 $8.62K - $11K
11.7K $915K
CPK
Chesapeake Utilities Corp

Utilities
135
+ 1.78%
$106.02 - $124.17 $14.3K - $16.8K
7.71K $956K
CRI
Carters Inc

Consumer Cyclical
2.1K
+ 44.35%
$57.26 - $71.06 $120K - $150K
6.85K $444K
CNA
Cna Financial Corp

Financial Services
2.27K
+ 16.47%
$44.75 - $51.95 $102K - $118K
16.1K $786K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
2.97K
+ 14.37%
$49.7 - $56.11 $147K - $166K
23.6K $1.3M
MITK
Mitek Systems Inc

Technology
17.5K
New
$8.05 - $13.45 $141K - $235K
17.5K $151K
ARW
Arrow Electronics Inc

Technology
123
+ 1.11%
$117.29 - $135.1 $14.4K - $16.6K
11.2K $1.49M
WH
Wyndham Hotels & Resorts, Inc.

Consumer Cyclical
1.29K
+ 11.09%
$70.42 - $80.82 $91.1K - $105K
13K $1.01M
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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