Creative Planning Purchases in Q3 2024

Creative Planning

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

Healthcare
35.5K
New
$1.74 - $3.42 $61.8K - $121K
35.5K $109K
LDP
Cohen & Steers LTD Duration Preferred & Income Fund, Inc.

Financial Services
3.18K
+ 14.87%
$19.52 - $21.75 $62.1K - $69.2K
24.6K $534K
SGH
Smart Global Holdings, Inc.

Technology
6.36K
+ 48.04%
$17.79 - $29.35 $113K - $187K
19.6K $410K
TEX
Terex Corp

Industrials
2.66K
+ 15.37%
$49.81 - $66.76 $133K - $178K
20K $1.06M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
76
+ 0.42%
$94.31 - $103.26 $7.17K - $7.85K
18K $1.85M
SBRA
Sabra Health Care Reit, Inc.

Real Estate
1.99K
+ 8.94%
$15.15 - $19.2 $30.2K - $38.2K
24.3K $451K
NOVA
Sunnova Energy International Inc.

Technology
11K
New
$5.17 - $12.24 $56.9K - $135K
11K $107K
CMP
Compass Minerals International Inc

Basic Materials
6.96K
+ 50.81%
$7.77 - $13.3 $54.1K - $92.6K
20.7K $248K
ABR
Arbor Realty Trust Inc

Real Estate
4.18K
+ 11.96%
$12.89 - $15.66 $53.9K - $65.5K
39.2K $609K
INFN
Infinera Corp

Technology
14.2K
+ 87.34%
$5.63 - $6.89 $79.9K - $97.8K
30.4K $205K
HOUS
Anywhere Real Estate Inc.

Real Estate
12K
+ 48.03%
$3.23 - $5.87 $38.8K - $70.5K
37K $188K
TEVA
Teva Pharmaceutical Industries LTD

Healthcare
1.86K
+ 4.55%
$15.81 - $18.96 $29.5K - $35.3K
42.8K $771K
FTI
Technip Fmc PLC

Energy
3.98K
+ 22.88%
$23.46 - $29.5 $93.4K - $117K
21.4K $560K
SJW
Sjw Group

Utilities
1.03K
+ 8.66%
$53.35 - $61.66 $54.8K - $63.4K
12.9K $749K
ECPG
Encore Capital Group Inc

Financial Services
1.55K
+ 27.7%
$41.28 - $50.68 $64.1K - $78.7K
7.16K $338K
NVAX
Novavax Inc

Healthcare
8.34K
+ 34.54%
$10.71 - $17.11 $89.3K - $143K
32.5K $410K
HDSN
Hudson Technologies Inc

Basic Materials
12.7K
New
$7.47 - $9.14 $94.9K - $116K
12.7K $105K
DEA
Easterly Government Properties, Inc.

Real Estate
5.62K
+ 23.36%
$12.21 - $14.1 $68.6K - $79.2K
29.7K $402K
NVT
N Vent Electric PLC

Industrials
3.28K
+ 16.46%
$60.72 - $81.19 $199K - $266K
23.2K $1.63M
GERN
Geron Corp

Healthcare
17.8K
+ 23.8%
$4.17 - $4.99 $74.4K - $89K
92.8K $421K
OII
Oceaneering International Inc

Energy
3.77K
+ 43.09%
$22.41 - $30.02 $84.5K - $113K
12.5K $311K
AIN
Albany International Corp

Consumer Cyclical
923
+ 18.39%
$81.29 - $94.16 $75K - $86.9K
5.94K $527K
MSEX
Middlesex Water CO

Utilities
45
+ 0.58%
$52.74 - $67.59 $2.37K - $3.04K
7.81K $509K
MUSA
Murphy Usa Inc.

Consumer Cyclical
107
+ 4.79%
$452.85 - $536.35 $48.5K - $57.4K
2.34K $1.15M
ALE
Allete Inc

Utilities
991
+ 4.73%
$61.67 - $64.65 $61.1K - $64.1K
22K $1.41M
ALLO
Allogene Therapeutics, Inc.

Healthcare
32K
+ 108.74%
$2.08 - $3.5 $66.5K - $112K
61.4K $171K
ROIV
Roivant Sciences Ltd.

Healthcare
7.58K
+ 47.48%
$10.17 - $12.5 $77.1K - $94.7K
23.5K $271K
GLOB
Globant S.A.

Technology
351
+ 20.51%
$176.29 - $207.07 $61.9K - $72.7K
2.06K $408K
EXTR
Extreme Networks Inc

Technology
5.13K
+ 32.07%
$12.62 - $15.79 $64.8K - $81.1K
21.1K $317K
CDE
Coeur Mining, Inc.

Basic Materials
8.91K
+ 27.74%
$5.12 - $7.51 $45.6K - $66.9K
41K $282K
EPRT
Essential Properties Realty Trust, Inc.

Real Estate
558
+ 4.33%
$27.45 - $34.49 $15.3K - $19.2K
13.5K $459K
ELP
Energy CO Of Parana

Utilities
7.69K
+ 13.28%
$6.66 - $7.91 $51.2K - $60.8K
65.6K $489K
BRKL
Brookline Bancorp Inc

Financial Services
10.2K
New
$8.43 - $10.54 $85.9K - $107K
10.2K $102K
TRNO
Terreno Realty Corp

Real Estate
968
+ 20.18%
$59.43 - $71.02 $57.5K - $68.7K
5.77K $385K
VMC
Vulcan Materials CO

Basic Materials
318
+ 2.28%
$231.83 - $274.51 $73.7K - $87.3K
14.2K $3.56M
PSMT
Pricesmart Inc

Consumer Defensive
236
+ 3.15%
$78.22 - $91.74 $18.5K - $21.7K
7.72K $708K
CDW
Cdw Corp

Technology
297
+ 2.13%
$206.67 - $239.84 $61.4K - $71.2K
14.3K $3.23M
ALG
Alamo Group Inc

Industrials
499
+ 33.16%
$164.5 - $194.96 $82.1K - $97.3K
2K $360K
STAG
Stag Industrial, Inc.

Real Estate
1.14K
+ 6.22%
$35.42 - $40.98 $40.4K - $46.8K
19.5K $762K
CTLT
Catalent, Inc.

Healthcare
1.22K
+ 21.39%
$56.16 - $60.96 $68.6K - $74.5K
6.94K $420K
AMBP
Ardagh Metal Packaging S.A.

Consumer Cyclical
24.4K
+ 170.11%
$3.21 - $3.8 $78.4K - $92.8K
38.8K $146K
WCC
Wesco International Inc

Industrials
223
+ 3.52%
$149.47 - $183.24 $33.3K - $40.9K
6.57K $1.1M
IONQ
Ion Q, Inc.

Technology
7.88K
+ 47.79%
$6.57 - $9.71 $51.8K - $76.5K
24.4K $212K
CPRX
Catalyst Pharmaceuticals, Inc.

Healthcare
2.7K
+ 26.92%
$15.19 - $21.35 $41K - $57.6K
12.7K $252K
PTCT
Ptc Therapeutics, Inc.

Healthcare
816
+ 8.06%
$30.39 - $37.66 $24.8K - $30.7K
10.9K $406K
ROG
Rogers Corp

Technology
1.14K
+ 26.08%
$97.9 - $133.4 $112K - $153K
5.53K $625K
NWL
Newell Brands Inc.

Consumer Defensive
8.37K
+ 32.68%
$5.73 - $8.91 $47.9K - $74.5K
34K $260K
MSM
Msc Industrial Direct CO Inc

Industrials
878
+ 28.82%
$75.8 - $89.13 $66.6K - $78.3K
3.92K $337K
CIFR
Cipher Mining Inc.

Financial Services
26.5K
+ 106.02%
$2.7 - $6.78 $71.5K - $180K
51.5K $199K
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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