Creative Planning Purchases in Q3 2024

Creative Planning

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

Consumer Cyclical
272
+ 2.09%
$38.21 - $57.23 $10.4K - $15.6K
13.3K $745K
APLE
Apple Hospitality Reit, Inc.

Real Estate
3.58K
+ 14.05%
$13.7 - $15.35 $49K - $55K
29.1K $431K
ASB
Associated Banc Corp

Financial Services
2.24K
+ 7.57%
$20.07 - $23.95 $45K - $53.7K
31.9K $686K
REZI
Resideo Technologies, Inc.

Industrials
2.08K
+ 6.96%
$17.98 - $22.72 $37.4K - $47.3K
32K $644K
PCH
Potlatchdeltic Corp

Real Estate
699
+ 13.61%
$37.5 - $46.09 $26.2K - $32.2K
5.84K $262K
JJSF
J&J Snack Foods Corp

Consumer Defensive
86
+ 1.87%
$159.36 - $173.59 $13.7K - $14.9K
4.68K $806K
SCVL
Shoe Carnival Inc

Consumer Cyclical
144
+ 1.89%
$35.77 - $45.82 $5.15K - $6.6K
7.76K $340K
ARMK
Aramark

Industrials
716
+ 10.15%
$32.37 - $38.91 $23.2K - $27.9K
7.77K $300K
HSC
Harsco Corp

Industrials
8.24K
+ 36.21%
N/A
31K $223K
LWLG
Lightwave Logic, Inc.

Basic Materials
21.6K
New
$2.53 - $4.15 $54.7K - $89.7K
21.6K $59K
UIS
Unisys Corp

Technology
10.2K
New
$3.5 - $5.81 $35.8K - $59.4K
10.2K $58K
SLM
Slm Corp

Financial Services
942
+ 5.3%
$19.93 - $23.7 $18.8K - $22.3K
18.7K $427K
SR
Spire Inc

Utilities
190
+ 2.74%
$59.15 - $67.77 $11.2K - $12.9K
7.13K $479K
USIO
Usio, Inc.

Technology
42.7K
New
$1.36 - $1.62 $58.1K - $69.2K
42.7K $58K
CATY
Cathay General Bancorp

Financial Services
66
+ 0.63%
$36.27 - $45.24 $2.39K - $2.99K
10.5K $452K
UMH
Umh Properties, Inc.

Real Estate
481
+ 3.67%
$16.04 - $20.43 $7.72K - $9.83K
13.6K $267K
EGRX
Eagle Pharmaceuticals, Inc.

Healthcare
15.7K
New
$3.71 - $6.07 $58.2K - $95.2K
15.7K $58K
IOO
Ishares Tr Global 100 ETF

ETFs
266
+ 2.25%
$89.63 - $100.83 $23.8K - $26.8K
12.1K $1.2M
HONE
Harbor One Bancorp, Inc.

Financial Services
2.9K
+ 27.84%
$10.69 - $13.58 $31K - $39.4K
13.3K $172K
TPYP
Managed Portfolio Ser Tortoise

ETFs
9
+ 0.04%
$28.68 - $32.0 $258 - $288
22K $689K
HESM
Hess Midstream LP

Energy
1.82K
+ 32.56%
$34.91 - $38.61 $63.4K - $70.1K
7.39K $260K
GGN
Gamco Global Gold, Natural Resources & Income Trust

Financial Services
13.4K
New
$3.99 - $4.33 $53.5K - $58.1K
13.4K $57K
UUUU
Energy Fuels Inc

Energy
10.5K
New
$4.28 - $6.65 $44.8K - $69.6K
10.5K $57K
LGND
Ligand Pharmaceuticals Inc

Healthcare
111
+ 3.99%
$82.7 - $110.11 $9.18K - $12.2K
2.9K $290K
GTN
Gray Television Inc

Communication Services
10.5K
New
$4.23 - $6.5 $44.2K - $67.9K
10.5K $56K
ABUS
Arbutus Biopharma Corp

Healthcare
5.99K
+ 13.76%
$3.12 - $4.56 $18.7K - $27.3K
49.5K $190K
APPS
Digital Turbine, Inc.

Technology
18.4K
New
$1.67 - $4.18 $30.7K - $77K
18.4K $56K
PKI
Perkinelmer Inc

Healthcare
451
+ 2.27%
N/A
20.3K $2.46M
GRNB
Vaneck ETF Tr Green Bd ETF

ETFs
1.85K
+ 16.48%
$23.49 - $24.57 $43.3K - $45.3K
13K $319K
SEM
Select Medical Holdings Corp

Healthcare
1.67K
+ 10.55%
$32.0 - $39.76 $53.3K - $66.2K
17.4K $608K
OSUR
Orasure Technologies Inc

Healthcare
12.7K
New
$3.93 - $4.59 $50K - $58.4K
12.7K $54K
SD
Sandridge Energy Inc

Energy
5.07K
+ 47.8%
$11.62 - $13.82 $58.9K - $70.1K
15.7K $191K
LNC
Lincoln National Corp

Financial Services
1.45K
+ 7.09%
$28.71 - $34.05 $41.7K - $49.4K
21.9K $690K
WULF
Terawulf Inc.

Financial Services
11.6K
New
$3.31 - $6.38 $38.4K - $74K
11.6K $54K
IX
Orix Corp

Financial Services
291
+ 6.64%
$102.71 - $125.1 $29.9K - $36.4K
4.68K $542K
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
3.46K
+ 13.72%
$11.31 - $11.96 $39.1K - $41.4K
28.7K $343K
AWI
Armstrong World Industries Inc

Industrials
141
+ 7.28%
$111.43 - $132.72 $15.7K - $18.7K
2.08K $273K
POST
Post Holdings, Inc.

Consumer Defensive
264
+ 13.29%
$103.64 - $118.23 $27.4K - $31.2K
2.25K $260K
HCAT
Health Catalyst, Inc.

Healthcare
2.49K
+ 13.18%
$5.48 - $8.83 $13.6K - $22K
21.3K $173K
TDS
Telephone & Data Systems Inc

Communication Services
997
+ 8.1%
$19.05 - $24.64 $19K - $24.6K
13.3K $308K
EPM
Evolution Petroleum Corp

Energy
10K
New
$4.64 - $5.75 $46.4K - $57.5K
10K $53K
COLL
Collegium Pharmaceutical, Inc

Healthcare
166
+ 2.32%
$31.4 - $39.07 $5.21K - $6.49K
7.33K $283K
MOMO
Hello Group Inc.

Communication Services
795
+ 2.52%
$6.06 - $7.61 $4.82K - $6.05K
32.4K $246K
NAD
Nuveen Quality Municipal Income Fund

Financial Services
3.65K
+ 34.1%
$11.72 - $12.38 $42.8K - $45.2K
14.4K $177K
PEGA
Pegasystems Inc

Technology
93
+ 2.53%
$57.07 - $73.36 $5.31K - $6.82K
3.77K $274K
GOOD
Gladstone Commercial Corp

Real Estate
549
+ 2.5%
$14.02 - $16.24 $7.7K - $8.92K
22.5K $365K
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
779
+ 2.4%
$38.33 - $42.48 $29.9K - $33.1K
33.2K $1.4M
COLD
Americold Realty Trust

Real Estate
39
+ 0.22%
$25.65 - $30.24 $1K - $1.18K
18.1K $512K
MDU
Mdu Resources Group Inc

Industrials
212
+ 1.08%
$24.1 - $27.68 $5.11K - $5.87K
19.8K $543K
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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