Creative Planning Purchases in Q1 2025

Creative Planning

  • $106 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
ATXS
Astria Therapeutics, Inc.

Healthcare
10.9K
+ 11197.94%
$5.34 - $9.1 $58K - $98.8K
11K $58K
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
2.6K
+ 1.72%
$19.42 - $19.54 $50.4K - $50.7K
153K $2.99M
FHI
Federated Hermes, Inc.

Financial Services
1.56K
+ 7.63%
$37.58 - $41.51 $58.5K - $64.7K
22K $896K
OII
Oceaneering International Inc

Energy
5.4K
+ 37.64%
$19.14 - $27.93 $103K - $151K
19.7K $430K
CLOV
Clover Health Investments, Corp.

Healthcare
16.1K
New
$3.13 - $4.82 $50.5K - $77.7K
16.1K $57K
FIVG
ETF Ser Solutions Defiance Nex

ETFs
1.39K
+ 9.62%
N/A
15.8K $643K
PLTK
Playtika Holding Corp.

Communication Services
11.2K
+ 3451.69%
$4.01 - $7.45 $45K - $83.6K
11.5K $59K
IPAR
Inter Parfums Inc

Consumer Defensive
1.17K
+ 26.67%
$113.87 - $144.54 $133K - $169K
5.54K $631K
ADT
Adt Inc.

Industrials
3.94K
+ 20.1%
$6.87 - $8.23 $27K - $32.4K
23.5K $191K
AIZ
Assurant, Inc.

Financial Services
407
+ 4.86%
$198.92 - $218.67 $81K - $89K
8.78K $1.84M
MSCI
Msci Inc.

Financial Services
835
+ 6.92%
$541.46 - $628.34 $452K - $525K
12.9K $7.29M
PANL
Pangaea Logistics Solutions Ltd.

Industrials
11.9K
New
$4.75 - $5.7 $56.5K - $67.8K
11.9K $56K
BVN
Buenaventura Mining CO Inc

Basic Materials
198
+ 1.58%
$11.97 - $15.79 $2.37K - $3.13K
12.8K $199K
MRCY
Mercury Systems Inc

Industrials
1.02K
+ 11.1%
$39.67 - $49.88 $40.3K - $50.7K
10.2K $438K
BRP
Brp Group, Inc.

Financial Services
1.37K
+ 16.88%
N/A
9.46K $378K
HLLY
Holley Inc.

Consumer Cyclical
21.2K
New
$2.4 - $3.18 $51K - $67.5K
21.2K $54K
PL
Planet Labs Pbc

Industrials
16.1K
+ 2634.48%
$3.38 - $6.49 $54.5K - $105K
16.7K $56K
PSMT
Pricesmart Inc

Consumer Defensive
1.01K
+ 12.08%
$82.4 - $94.86 $83.6K - $96.2K
9.41K $826K
LSF
Laird Superfood, Inc.

Consumer Defensive
18.4K
+ 55.09%
$4.93 - $8.12 $90.8K - $150K
51.9K $318K
FISI
Financial Institutions Inc

Financial Services
3.03K
+ 29.6%
$24.96 - $29.63 $75.6K - $89.7K
13.3K $331K
EIS
Ishares Inc Mcsi Israel ETF

ETFs
859
+ 20.74%
$74.36 - $83.68 $63.9K - $71.9K
5K $371K
EPP
Ishares Inc

ETFs
1.07K
+ 6.15%
$43.24 - $46.56 $46.4K - $50K
18.5K $817K
SBR
Sabine Royalty Trust

Energy
31
+ 0.18%
$64.04 - $69.75 $1.99K - $2.16K
17.2K $1.16M
EWI
Ishares Inc Msci Italy ETF

ETFs
148
+ 2.08%
$35.58 - $43.99 $5.27K - $6.51K
7.26K $307K
NUS
Nu Skin Enterprises, Inc.

Consumer Defensive
884
+ 0.71%
$6.22 - $8.25 $5.5K - $7.29K
125K $907K
RDFN
Redfin Corp

Real Estate
3.29K
+ 20.35%
$5.82 - $11.39 $19.2K - $37.5K
19.5K $179K
DGII
Digi International Inc

Technology
2.71K
+ 26.48%
$27.83 - $35.68 $75.5K - $96.8K
13K $360K
GPS
Gap Inc

Consumer Cyclical
2.58K
+ 16.37%
N/A
18.3K $368K
AFG
American Financial Group Inc

Financial Services
1.58K
+ 5.67%
$119.82 - $138.45 $190K - $219K
29.5K $3.87M
BDN
Brandywine Realty Trust

Real Estate
11.5K
New
$4.44 - $5.66 $51K - $65.1K
11.5K $51K
NEWT
Newtek Business Services Corp.

Financial Services
5.03K
+ 40.73%
$11.86 - $13.34 $59.6K - $67K
17.4K $207K
TSI
Tcw Strategic Income Fund Inc

Financial Services
10.4K
New
$4.76 - $4.93 $49.7K - $51.5K
10.4K $50K
ALGN
Align Technology Inc

Healthcare
3.05K
+ 34.85%
$158.86 - $234.89 $484K - $716K
11.8K $1.87M
SANA
Sana Biotechnology, Inc.

Healthcare
28.2K
+ 77.07%
$1.65 - $4.3 $46.5K - $121K
64.8K $108K
NVG
Nuveen Amt Free Municipal Credit Income Fund

Financial Services
2.43K
+ 1.53%
$12.18 - $12.91 $29.6K - $31.4K
161K $2M
GRNB
Vaneck ETF Tr Green Bd ETF

ETFs
1.85K
+ 15.69%
$23.56 - $24.16 $43.6K - $44.7K
13.7K $328K
AGX
Argan Inc

Industrials
974
+ 7.21%
$104.05 - $185.35 $101K - $181K
14.5K $1.9M
BERY
Berry Global Group, Inc.

Consumer Cyclical
169
+ 2.36%
$64.35 - $73.03 $10.9K - $12.3K
7.33K $511K
CMTG
Claros Mortgage Trust, Inc.

Real Estate
12.9K
New
$2.21 - $4.48 $28.5K - $57.8K
12.9K $48K
NUSC
Nuveen Esg Small Cap ETF

ETFs
19.8K
+ 10.0%
$37.9 - $43.9 $750K - $869K
218K $8.35M
PAGP
Plains Gp Holdings LP

Energy
240
+ 1.66%
$18.52 - $22.13 $4.44K - $5.31K
14.7K $313K
SBRA
Sabra Health Care Reit, Inc.

Real Estate
2.5K
+ 9.08%
$15.88 - $17.78 $39.7K - $44.4K
30K $524K
SMMT
Summit Therapeutics Inc.

Healthcare
1.08K
+ 5.7%
$16.65 - $23.76 $18K - $25.7K
20.1K $386K
ABM
Abm Industries Inc

Industrials
3.37K
+ 11.51%
$45.51 - $54.64 $153K - $184K
32.6K $1.55M
NUV
Nuveen Municipal Value Fund Inc

Financial Services
4.99K
+ 30.24%
$8.58 - $8.9 $42.8K - $44.4K
21.5K $188K
UHT
Universal Health Realty Income Trust

Real Estate
375
+ 4.36%
$35.13 - $42.02 $13.2K - $15.8K
8.98K $367K
ABEO
Abeona Therapeutics Inc.

Healthcare
10K
New
$4.76 - $6.02 $47.6K - $60.2K
10K $47K
AL
Air Lease Corp

Industrials
951
+ 7.91%
$43.38 - $51.13 $41.3K - $48.6K
13K $626K
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
1.55K
+ 1.81%
$22.77 - $22.94 $35.2K - $35.4K
87K $2M
Activity Summary
Buys All Purchases 2364 New Holdings 213 Increased Positions 2151 Sells All Sells 964 Reductions 964 Sold out 0 Options Calls 8 Puts 11
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