Creative Planning Purchases in Q3 2024

Creative Planning

  • $101 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
DCI
Donaldson CO Inc

Industrials
786
+ 2.69%
$69.34 - $74.86 $54.5K - $58.8K
30K $2.21M
FOR
Forestar Group Inc.

Real Estate
3.57K
+ 35.58%
$28.23 - $36.91 $101K - $132K
13.6K $440K
BTEGF
Baytex Energy Corp.

Energy
33.2K
+ 178.51%
N/A
51.7K $187K
ICFI
Icf International, Inc.

Industrials
404
+ 14.03%
$129.47 - $169.48 $52.3K - $68.5K
3.28K $547K
FNV
Franco Nevada Corp

Basic Materials
409
+ 3.4%
$116.95 - $131.12 $47.8K - $53.6K
12.5K $1.55M
TW
Tradeweb Markets Inc.

Financial Services
289
+ 6.09%
$104.25 - $123.67 $30.1K - $35.7K
5.04K $622K
IAUX
I 80 Gold Corp.
103K
New
$0.8 - $1.23 $82.2K - $126K
103K $119K
SU
Suncor Energy Inc

Energy
11.2K
+ 4.48%
$36.06 - $41.7 $404K - $467K
261K $9.64M
JBLU
Jetblue Airways Corp

Industrials
11.9K
+ 14.14%
$4.57 - $6.66 $54.3K - $79.2K
95.9K $629K
CLH
Clean Harbors Inc

Industrials
308
+ 10.85%
$219.55 - $249.19 $67.6K - $76.8K
3.15K $760K
CPNG
Coupang, Inc.

Consumer Cyclical
3.12K
+ 27.61%
$19.79 - $24.92 $61.7K - $77.7K
14.4K $353K
PRVA
Privia Health Group, Inc.

Healthcare
5.54K
+ 27.11%
$16.95 - $21.29 $93.9K - $118K
26K $472K
UHT
Universal Health Realty Income Trust

Real Estate
1.21K
+ 12.74%
$38.06 - $46.56 $45.9K - $56.1K
10.7K $487K
AVXL
Anavex Life Sciences Corp.

Healthcare
14K
+ 54.17%
$4.11 - $7.04 $57.6K - $98.6K
39.9K $226K
PSTG
Pure Storage, Inc.

Technology
7.78K
+ 39.66%
$45.73 - $67.71 $356K - $527K
27.4K $1.38M
TXT
Textron Inc

Industrials
165
+ 0.44%
$83.46 - $94.02 $13.8K - $15.5K
37.3K $3.3M
MOS
Mosaic CO

Basic Materials
6.28K
+ 25.64%
$24.54 - $30.61 $154K - $192K
30.8K $823K
DYN
Dyne Therapeutics, Inc.

Healthcare
3.11K
+ 41.51%
$31.94 - $47.04 $99.4K - $146K
10.6K $380K
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
829
+ 1.71%
$41.34 - $43.55 $34.3K - $36.1K
49.3K $2.13M
SSBI
Summit State Bank Com Stk

Financial Services
13.8K
New
$8.0 - $10.65 $110K - $146K
13.8K $116K
IOVA
Iovance Biotherapeutics, Inc.

Healthcare
1.9K
+ 2.65%
$7.28 - $11.9 $13.8K - $22.6K
73.5K $690K
MTSI
Macom Technology Solutions Holdings, Inc.

Technology
1.06K
+ 11.31%
$95.75 - $118.1 $101K - $125K
10.4K $1.16M
BOX
Box Inc

Technology
631
+ 4.18%
$24.92 - $33.45 $15.7K - $21.1K
15.7K $515K
RPAY
Repay Holdings Corp

Technology
14.1K
New
$7.85 - $10.43 $111K - $147K
14.1K $115K
REYN
Reynolds Consumer Products Inc.

Consumer Cyclical
2.2K
+ 14.79%
$26.56 - $32.5 $58.5K - $71.6K
17.1K $531K
ORIC
Oric Pharmaceuticals, Inc.

Healthcare
11.3K
New
$7.52 - $11.9 $84.8K - $134K
11.3K $115K
EOLS
Evolus, Inc.

Healthcare
2.96K
+ 23.73%
$10.66 - $17.48 $31.6K - $51.8K
15.5K $250K
SRRK
Scholar Rock Holding Corp

Healthcare
14.4K
New
$7.63 - $9.71 $110K - $140K
14.4K $115K
FL
Foot Locker, Inc.

Consumer Cyclical
4.09K
+ 42.07%
$23.07 - $32.96 $94.4K - $135K
13.8K $357K
TRN
Trinity Industries Inc

Industrials
1K
+ 6.1%
$28.66 - $36.5 $28.7K - $36.5K
17.4K $605K
MWA
Mueller Water Products, Inc.

Industrials
1.41K
+ 6.28%
$17.56 - $21.7 $24.7K - $30.5K
23.8K $515K
BSIG
Bright Sphere Investment Group Inc.

Financial Services
2.3K
+ 13.1%
$21.55 - $26.19 $49.6K - $60.2K
19.9K $504K
MAT
Mattel Inc

Consumer Cyclical
4.5K
+ 42.81%
$16.02 - $19.6 $72.2K - $88.3K
15K $285K
PAGS
Pag Seguro Digital Ltd.

Technology
13.3K
New
$8.61 - $14.6 $115K - $194K
13.3K $114K
ETWO
E2open Parent Holdings, Inc.

Technology
25.7K
+ 219.14%
$4.06 - $4.76 $104K - $122K
37.4K $165K
ADUS
Addus Home Care Corp

Healthcare
267
+ 5.75%
$116.16 - $133.58 $31K - $35.7K
4.91K $652K
WTTR
Select Energy Services, Inc.

Energy
10.1K
New
$10.2 - $12.2 $103K - $123K
10.1K $112K
VALE
Vale S.A.

Basic Materials
6.48K
+ 9.39%
$9.9 - $11.8 $64.2K - $76.5K
75.5K $882K
TS
Tenaris Sa

Energy
2.35K
+ 8.16%
$27.63 - $32.0 $65K - $75.3K
31.2K $991K
KMX
Carmax Inc

Consumer Cyclical
766
+ 5.86%
$71.21 - $85.78 $54.5K - $65.7K
13.8K $1.07M
NJR
New Jersey Resources Corp

Utilities
481
+ 2.4%
$42.03 - $48.02 $20.2K - $23.1K
20.5K $968K
WB
Weibo Corp

Communication Services
11.1K
New
$7.13 - $10.08 $79.4K - $112K
11.1K $112K
OBNK
Origin Bancorp, Inc.

Financial Services
3.44K
+ 12.28%
N/A
31.5K $1.02M
AGM
Federal Agricultural Mortgage Corp

Financial Services
410
+ 7.96%
$174.81 - $215.18 $71.7K - $88.2K
5.56K $1.04M
GVI
Ishares Tr

ETFs
914
+ 24.01%
$103.17 - $107.43 $94.3K - $98.2K
4.72K $505K
RDFN
Redfin Corp

Real Estate
1.18K
+ 8.06%
$5.64 - $14.45 $6.66K - $17.1K
15.8K $198K
NOG
Northern Oil & Gas, Inc.

Energy
4.28K
+ 18.06%
$33.96 - $43.19 $145K - $185K
28K $991K
IBOC
International Bancshares Corp

Financial Services
1.68K
+ 47.9%
$56.19 - $69.25 $94.6K - $117K
5.2K $310K
FUL
Fuller H B CO

Basic Materials
1.02K
+ 8.84%
$75.6 - $86.2 $76.9K - $87.7K
12.5K $994K
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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