Creative Planning Incresed Positions in Q3 2024

Creative Planning

  • $101 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
ERIC
Ericsson Lm Telephone CO

Technology
70
+ 0.48%
$6.19 - $7.77 $433 - $544
14.7K $111K
SCS
Steelcase Inc

Industrials
1.08K
+ 8.67%
$12.27 - $14.49 $13.2K - $15.6K
13.5K $181K
DAC
Danaos Corp

Industrials
777
+ 9.32%
$75.79 - $92.49 $58.9K - $71.9K
9.12K $791K
FSK
Fs Kkr Capital Corp

Financial Services
1.04K
+ 1.08%
$18.74 - $20.43 $19.5K - $21.3K
97.8K $1.93M
NTB
Bank Of N.T. Butterfield & Son LTD

Financial Services
158
+ 1.9%
$34.14 - $40.2 $5.39K - $6.35K
8.47K $312K
SIGA
Siga Technologies Inc

Healthcare
7.11K
+ 22.22%
$6.74 - $11.97 $47.9K - $85.2K
39.1K $263K
TU
Telus Corp

Communication Services
2
+ 0.02%
$14.91 - $17.03 $29.8 - $34.1
12K $201K
QRVO
Qorvo, Inc.

Technology
1.4K
+ 14.36%
$99.78 - $129.21 $140K - $181K
11.2K $1.15M
HYLB
Xtrackers Usd High Yield Corp

ETFs
166
+ 1.96%
$35.26 - $36.92 $5.85K - $6.13K
8.65K $319K
MAN
Manpower Group Inc.

Industrials
67
+ 1.68%
$66.26 - $77.13 $4.44K - $5.17K
4.05K $297K
GLP
Global Partners LP

Energy
100
+ 0.67%
$37.3 - $46.56 $3.73K - $4.66K
15.1K $702K
ANDE
Andersons, Inc.

Consumer Defensive
309
+ 6.24%
$45.71 - $54.98 $14.1K - $17K
5.26K $263K
STLD
Steel Dynamics Inc

Basic Materials
186
+ 0.69%
N/A
27.3K $2.68M
EWY
Ishares Inc Msci South Korea E

ETFs
417
+ 9.56%
$59.44 - $68.96 $24.8K - $28.8K
4.78K $305K
LEO
Bny Mellon Strategic Municipals, Inc.

Financial Services
206
+ 0.53%
$6.1 - $6.6 $1.26K - $1.36K
39.2K $255K
ETW
Eaton Vance Tax Managed Global Buy Write Opportunities Fund

Financial Services
99
+ 0.25%
$7.74 - $8.68 $766 - $859
39.7K $344K
PBT
Permian Basin Royalty Trust

Energy
532
+ 3.42%
$10.5 - $12.01 $5.59K - $6.39K
16.1K $191K
RMBS
Rambus Inc

Technology
10.8K
+ 40.66%
$37.86 - $66.26 $408K - $714K
37.3K $1.57M
CSAN
Cosan S.A.

Energy
2.62K
+ 4.76%
$8.85 - $10.54 $23.2K - $27.6K
57.7K $552K
ERAS
Erasca, Inc.

Healthcare
3.74K
+ 22.96%
$2.17 - $3.28 $8.11K - $12.3K
20K $54K
LEA
Lear Corp

Consumer Cyclical
363
+ 7.61%
$103.43 - $123.95 $37.5K - $45K
5.13K $560K
CERS
Cerus Corp

Healthcare
8.41K
+ 51.29%
$1.7 - $2.39 $14.3K - $20.1K
24.8K $43K
TFII
Tfi International Inc.

Industrials
284
+ 9.95%
$136.9 - $158.55 $38.9K - $45K
3.14K $429K
HEAR
Turtle Beach Corp

Technology
262
+ 2.48%
$12.5 - $15.99 $3.28K - $4.19K
10.8K $166K
BRX
Brixmor Property Group Inc.

Real Estate
876
+ 5.99%
$22.73 - $22.73 $19.9K - $19.9K
15.5K $352K
PJP
Invesco Exchange Traded Fd Tr

ETFs
1
+ 0.03%
$80.08 - $89.33 $80.1 - $89.3
3.01K $261K
CFLT
Confluent, Inc.

Technology
29.9K
+ 45.97%
$18.67 - $29.31 $558K - $876K
94.9K $1.93M
KODK
Eastman Kodak CO

Industrials
6.59K
+ 25.81%
$4.72 - $5.86 $31.1K - $38.6K
32.1K $151K
ASG
Liberty All Star Growth Fund Inc.

Financial Services
1.86K
+ 16.77%
$5.03 - $5.67 $9.36K - $10.6K
13K $72K
OTTR
Otter Tail Corp

Utilities
937
+ 14.92%
$75.49 - $100.47 $70.7K - $94.1K
7.22K $563K
PSNY
Polestar Automotive Holding Uk PLC

Consumer Cyclical
998
+ 7.82%
$0.63 - $1.83 $629 - $1.83K
13.8K $23K
CODI
Compass Diversified Holdings

Industrials
401
+ 1.98%
$20.23 - $24.06 $8.11K - $9.65K
20.6K $455K
OXSQ
Oxford Square Capital Corp.

Financial Services
6.1K
+ 17.57%
$2.75 - $3.1 $16.8K - $18.9K
40.8K $115K
NVEI
Nuvei Corp

Technology
105
+ 1.16%
$32.39 - $33.4 $3.4K - $3.51K
9.13K $304K
GRAB
Grab Holdings LTD

Technology
1.42K
+ 5.46%
$3.12 - $3.86 $4.44K - $5.49K
27.5K $104K
DLB
Dolby Laboratories, Inc.

Industrials
286
+ 7.51%
$66.75 - $81.27 $19.1K - $23.2K
4.09K $313K
SGMO
Sangamo Therapeutics, Inc

Healthcare
5K
+ 35.75%
$0.32 - $1.1 $1.6K - $5.5K
19K $16K
FT
Franklin Universal Trust

Financial Services
16
+ 0.12%
$6.79 - $7.58 $109 - $121
12.9K $97K
OCCI
Ofs Credit Company, Inc.

Financial Services
1K
+ 8.33%
$7.04 - $7.78 $7.04K - $7.78K
13K $96K
CHY
Calamos Convertible & High Income Fund

Financial Services
106
+ 0.95%
$11.13 - $12.01 $1.18K - $1.27K
11.3K $134K
KYN
Kayne Anderson Energy Infrastructure Fund, Inc.

Financial Services
74
+ 0.53%
$9.89 - $11.43 $732 - $846
14.1K $154K
PSTX
Poseida Therapeutics, Inc.

Healthcare
3.36K
+ 24.71%
$2.7 - $4.04 $9.07K - $13.6K
17K $48K
TALK
Talkspace, Inc.

Healthcare
6.18K
+ 30.58%
$1.65 - $2.3 $10.2K - $14.2K
26.4K $55K
DOUG
Douglas Elliman Inc.

Real Estate
427
+ 3.55%
$1.04 - $2.24 $444 - $956
12.5K $22K
QTEC
First Trust Nasdaq 100 Technol

ETFs
259
+ 3.95%
$169.92 - $205.38 $44K - $53.2K
6.81K $1.3M
SUZ
Suzano S.A.

Basic Materials
2.2K
+ 4.67%
$9.18 - $10.35 $20.2K - $22.8K
49.4K $493K
WSR
Whitestone Reit

Real Estate
521
+ 4.78%
$12.84 - $14.31 $6.69K - $7.46K
11.4K $154K
PBF
Pbf Energy Inc.

Energy
9K
+ 50.31%
$30.68 - $46.49 $276K - $419K
26.9K $832K
NEP
Nextera Energy Partners, LP

Utilities
350
+ 3.1%
$23.83 - $28.64 $8.34K - $10K
11.7K $321K
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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