Cornerstone Planning Group LLC Purchases in Q3 2025

Cornerstone Planning Group LLC

  • $624 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
BPOP
Popular, Inc.

Financial Services
176
+ 3520.0%
$111.3 - $128.04 $19.6K - $22.5K
181 $2.65M
CDNS
Cadence Design Systems Inc

Technology
12
+ 14.81%
$309.46 - $373.37 $3.71K - $4.48K
93 $31.3M
GUNR
Flexshares Tr Morningstar Glob

ETFs
45
+ 160.71%
$40.15 - $43.86 $1.81K - $1.97K
73 $3.18M
NTNX
Nutanix, Inc.

Technology
40
+ 500.0%
$66.06 - $81.12 $2.64K - $3.24K
48 $2.61M
EMD
Western Asset Emerging Markets Debt Fund Inc.

Financial Services
218
+ 389.29%
$10.01 - $10.55 $2.18K - $2.3K
274 $2.58M
Figma Inc Class A Com Stk
41
New
N/A
41 $2M
CSL
Carlisle Companies Inc

Industrials
7
+ 87.5%
$327.52 - $435.11 $2.29K - $3.05K
15 $4.88M
EQR
Equity Residential

Real Estate
34
+ 100.0%
$62.3 - $68.34 $2.12K - $2.32K
68 $4.1M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
33
New
$79.76 - $85.78 $2.63K - $2.83K
33 $1.9M
EMLC
Vaneck ETF Tr J.P. Morgan Em L

ETFs
10
New
$24.87 - $25.69 $249 - $257
10 $1.86M
SPLB
Spdr Portfolio Long Term Corpo

ETFs
67
New
$21.99 - $23.38 $1.47K - $1.57K
67 $1.83M
MFG
Mizuho Financial Group Inc

Financial Services
109
+ 7.17%
$5.42 - $6.85 $591 - $747
1.63K $10.9M
POWI
Power Integrations Inc

Technology
9
+ 47.37%
$39.37 - $59.54 $354 - $536
28 $2.73M
CBRE
Cbre Group, Inc.

Real Estate
16
+ 8.94%
$137.04 - $165.9 $2.19K - $2.65K
195 $29.8M
PHK
Pimco High Income Fund

Financial Services
20
New
$4.78 - $5.02 $95.6 - $100
20 $1.79M
IBKR
Interactive Brokers Group, Inc.

Financial Services
24
+ 82.76%
$56.32 - $68.81 $1.35K - $1.65K
53 $3.63M
FMB
First Tr Exchange Traded Fd Ii

ETFs
6
+ 0.58%
$49.32 - $50.93 $296 - $306
1.05K $53.6M
BKR
Baker Hughes CO

Energy
20
+ 12.12%
$38.68 - $50.55 $774 - $1.01K
185 $8.99M
AVNS
Avanos Medical, Inc.

Healthcare
155
+ 1033.33%
$9.89 - $12.72 $1.53K - $1.97K
170 $1.89M
CRNX
Crinetics Pharmaceuticals, Inc.

Healthcare
38
+ 950.0%
$26.85 - $45.91 $1.02K - $1.74K
42 $1.82M
IPG
Interpublic Group Of Companies, Inc.

Communication Services
64
+ 130.61%
$24.02 - $27.91 $1.54K - $1.79K
113 $2.91M
AM
Antero Midstream Corp

Energy
100
+ 123.46%
$16.87 - $19.58 $1.69K - $1.96K
181 $3.17M
OKTA
Okta, Inc.

Technology
10
+ 166.67%
$88.51 - $101.1 $885 - $1.01K
16 $2.2M
BMY
Bristol Myers Squibb CO

Healthcare
40
+ 4.1%
$43.31 - $48.98 $1.73K - $1.96K
1.02K $46.3M
FPI
Farmland Partners Inc.

Real Estate
154
New
$10.47 - $11.59 $1.61K - $1.78K
154 $1.59M
EXG
Eaton Vance Tax Managed Global Diversified Equity Income Fund

Financial Services
39
+ 1.46%
$8.55 - $9.1 $333 - $355
2.71K $24.8M
TLTD
Flexshares Morningstar Dev Mkt

ETFs
1
+ 0.39%
$82.72 - $89.22 $82.7 - $89.2
259 $23.2M
XYL
Xylem Inc.

Industrials
1K
+ 4170.83%
$129.67 - $147.5 $130K - $148K
1.03K $4.99M
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
355
+ 5916.67%
$71.86 - $87.45 $25.5K - $31K
361 $2.01M
IDXX
Idexx Laboratories Inc

Healthcare
4
+ 5.33%
$514.61 - $682.78 $2.06K - $2.73K
79 $49.7M
IIPR
Innovative Industrial Properties Inc

Real Estate
30
+ 600.0%
$45.83 - $58.26 $1.37K - $1.75K
35 $1.75M
HIW
Highwoods Properties, Inc.

Real Estate
51
New
$28.32 - $32.39 $1.44K - $1.65K
51 $1.46M
KEYS
Keysight Technologies, Inc.

Technology
2
+ 2.53%
$158.51 - $178.15 $317 - $356
81 $14.2M
AVY
Avery Dennison Corp

Industrials
7
+ 25.93%
$158.71 - $184.63 $1.11K - $1.29K
34 $5.98M
USXF
Ishares Esg Advanced Msci Usa

Technology
1
+ 0.26%
$53.69 - $57.31 $53.7 - $57.3
379 $22.3M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
94
+ 58.39%
$28.15 - $30.13 $2.65K - $2.83K
255 $6.01M
LQDB
Ishares Tr Bbb Rated Corporate
16
New
N/A
16 $1.41M
TDOC
Teladoc Health, Inc.

Healthcare
111
+ 126.14%
$6.78 - $8.85 $753 - $982
199 $2.02M
IJK
Ishares S&P Midcap 400 Growth

ETFs
1
+ 0.2%
$91.28 - $97.59 $91.3 - $97.6
511 $48.7M
STX
Seagate Technology Holdings PLC

Technology
87
+ 669.23%
$142.01 - $236.06 $12.4K - $20.5K
100 $3.36M
DSI
Ishares Msci Kld 400 Social Et

ETFs
1
+ 0.76%
$115.96 - $125.95 $116 - $126
132 $17.1M
NWS
News Corp New Cl B Com Stk (De

Communication Services
163
+ 1358.33%
$31.68 - $35.17 $5.16K - $5.73K
175 $1.76M
RVMD
Revolution Medicines, Inc.

Healthcare
9
+ 90.0%
$34.7 - $46.7 $312 - $420
19 $1.73M
FYBR
Frontier Communications Parent, Inc.

Communication Services
34
+ 64.15%
$36.44 - $37.53 $1.24K - $1.28K
87 $3.28M
TFX
Teleflex Inc

Healthcare
91
New
$109.79 - $132.5 $9.99K - $12.1K
91 $1.34M
IHG
Intercontinental Hotels Group PLC

Consumer Cyclical
9
+ 36.0%
$114.67 - $124.98 $1.03K - $1.12K
34 $4.19M
ZION
Zions Bancorporation, National Association

Financial Services
12
+ 133.33%
$51.2 - $59.15 $614 - $710
21 $1.77M
XTEN
Bondbloxx ETF Tr Bloomberg 10
27
+ 108.0%
N/A
52 $2.44M
ORA
Ormat Technologies, Inc.

Utilities
48
+ 800.0%
$84.64 - $96.25 $4.06K - $4.62K
54 $1.79M
Activity Summary
Buys All Purchases 1058 New Holdings 251 Increased Positions 807 Sells All Sells 389 Reductions 389 Sold out 0 Options Calls 0 Puts 0
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