Creative Planning Purchases in Q4 2024

Creative Planning

  • $103 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IART
Integra Lifesciences Holdings Corp

Healthcare
18.5K
New
$16.95 - $26.7 $314K - $494K
18.5K $419K
PEBO
Peoples Bancorp Inc

Financial Services
11.6K
+ 36.03%
$28.88 - $36.02 $335K - $418K
43.8K $1.39M
OMF
One Main Holdings, Inc.

Financial Services
4.2K
+ 10.68%
$45.27 - $57.43 $190K - $241K
43.6K $2.27M
FOXA
Fox Corp

Communication Services
4.14K
+ 11.96%
$41.35 - $49.99 $171K - $207K
38.8K $1.88M
MYRG
Myr Group Inc.

Industrials
1.29K
+ 26.56%
$102.56 - $168.18 $132K - $216K
6.13K $911K
HLN
Haleon PLC

Healthcare
73.8K
+ 25.87%
$9.23 - $10.71 $681K - $790K
359K $3.43M
INCY
Incyte Corp

Healthcare
5.02K
+ 22.44%
$65.08 - $83.38 $327K - $419K
27.4K $1.89M
EBAY
Ebay Inc

Consumer Cyclical
10K
+ 15.21%
$57.51 - $67.17 $576K - $672K
75.8K $4.7M
CW
Curtiss Wright Corp

Industrials
939
+ 31.25%
$335.08 - $389.49 $315K - $366K
3.94K $1.4M
CWAN
Clearwater Analytics Holdings, Inc.

Technology
13.3K
+ 66.7%
$24.92 - $32.79 $332K - $437K
33.3K $916K
BBIO
Bridge Bio Pharma, Inc.

Healthcare
12.7K
+ 40.52%
$22.35 - $29.5 $283K - $374K
43.9K $1.21M
ZBRA
Zebra Technologies Corp

Technology
876
+ 19.27%
$360.09 - $411.94 $315K - $361K
5.42K $2.09M
COHU
Cohu Inc

Technology
14.3K
+ 52.43%
$24.42 - $28.57 $349K - $408K
41.5K $1.11M
WSBC
Wesbanco Inc

Financial Services
9.39K
+ 25.14%
$28.7 - $36.45 $269K - $342K
46.7K $1.52M
CNM
Core & Main, Inc.

Industrials
8.02K
New
$41.91 - $55.78 $336K - $447K
8.02K $408K
BR
Broadridge Financial Solutions, Inc.

Technology
667
+ 2.9%
$209.64 - $236.44 $140K - $158K
23.7K $5.36M
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
4.43K
+ 16.49%
$101.77 - $113.02 $451K - $501K
31.3K $3.31M
RDN
Radian Group Inc

Financial Services
12.8K
New
$31.67 - $35.84 $405K - $459K
12.8K $405K
INMD
In Mode Ltd.

Healthcare
24.3K
New
$14.88 - $19.53 $361K - $474K
24.3K $405K
RY
Royal Bank Of Canada

Financial Services
10.8K
+ 5.09%
$119.72 - $128.02 $1.29M - $1.38M
222K $26.8M
AVIG
American Centy ETF Tr Avantis

ETFs
28.4K
+ 7.35%
$40.48 - $42.48 $1.15M - $1.21M
415K $16.9M
IBTI
Ishares Tr Ibonds Dec 2028 Ter

ETFs
18.3K
New
$21.81 - $22.48 $399K - $412K
18.3K $401K
UGI
Ugi Corp

Utilities
9.1K
+ 20.64%
$23.24 - $30.37 $211K - $276K
53.2K $1.5M
CTBI
Community Trust Bancorp Inc

Financial Services
6.87K
+ 68.57%
$47.28 - $60.9 $325K - $419K
16.9K $895K
CLSK
Cleanspark, Inc.

Technology
43.4K
+ 243.94%
$8.61 - $17.63 $373K - $764K
61.1K $562K
FMS
Fresenius Medical Care Ag & Co. K Ga A

Healthcare
15.3K
+ 40.25%
$19.11 - $24.18 $292K - $370K
53.3K $1.21M
NAC
Nuveen California Quality Municipal Income Fund

Financial Services
35.1K
New
$11.12 - $11.98 $390K - $420K
35.1K $396K
FIVN
Five9, Inc.

Technology
9.71K
New
$27.26 - $43.41 $265K - $421K
9.71K $394K
PNFP
Pinnacle Financial Partners Inc

Financial Services
766
+ 4.09%
$92.95 - $129.87 $71.2K - $99.5K
19.5K $2.23M
ANSS
Ansys Inc

Technology
627
+ 6.56%
$313.05 - $361.45 $196K - $227K
10.2K $3.43M
TXN
Texas Instruments Inc

Technology
2K
+ 0.95%
N/A
213K $41.5M
WDFC
Wd 40 CO

Basic Materials
1.79K
+ 58.7%
$242.06 - $290.11 $434K - $520K
4.85K $1.18M
KFRC
Kforce Inc

Industrials
6.86K
New
$53.57 - $62.47 $367K - $428K
6.86K $388K
VLY
Valley National Bancorp

Financial Services
42.5K
+ 66.81%
$8.7 - $10.78 $370K - $459K
106K $962K
PFC
Premier Financial Corp

Financial Services
11.3K
+ 24.37%
$22.57 - $28.85 $255K - $326K
57.7K $1.48M
JAZZ
Jazz Pharmaceuticals PLC

Healthcare
2.78K
+ 74.15%
$107.32 - $127.74 $299K - $355K
6.53K $804K
ESE
Esco Technologies Inc

Technology
2.48K
+ 19.01%
$120.68 - $151.38 $299K - $375K
15.5K $2.07M
FRSH
Freshworks Inc.

Technology
11.6K
+ 27.52%
$10.88 - $17.02 $126K - $197K
53.6K $866K
ITRI
Itron, Inc.

Technology
3.27K
+ 20.85%
$101.26 - $124.45 $331K - $407K
18.9K $2.06M
TKC
Turkcell Iletisim Hizmetleri A S

Communication Services
68.8K
+ 39.01%
$6.08 - $6.83 $418K - $470K
245K $1.6M
PGR
Progressive Corp

Financial Services
5.76K
+ 8.17%
$239.6 - $268.88 $1.38M - $1.55M
76.2K $18.3M
WH
Wyndham Hotels & Resorts, Inc.

Consumer Cyclical
874
+ 6.74%
$77.15 - $104.91 $67.4K - $91.7K
13.8K $1.39M
DGICA
Donegal Group Inc

Financial Services
24.7K
New
$14.19 - $16.78 $351K - $415K
24.7K $382K
BANR
Banner Corp

Financial Services
5.73K
New
$57.86 - $76.26 $331K - $437K
5.73K $382K
BRBR
Bellring Brands, Inc.

Consumer Defensive
2.45K
+ 18.38%
$60.38 - $78.79 $148K - $193K
15.8K $1.19M
EMNT
Pimco ETF Tr Enhanced Short Ma

ETFs
3.85K
New
$98.41 - $98.98 $379K - $381K
3.85K $378K
NDAQ
Nasdaq, Inc.

Financial Services
1.81K
+ 3.3%
$70.87 - $83.05 $129K - $151K
56.7K $4.39M
BHE
Benchmark Electronics Inc

Technology
6.92K
+ 12.38%
$42.69 - $51.83 $295K - $359K
62.8K $2.85M
CMS
Cms Energy Corp

Utilities
7.58K
+ 22.8%
$65.76 - $71.94 $499K - $545K
40.8K $2.72M
Activity Summary
Buys All Purchases 2506 New Holdings 517 Increased Positions 1989 Sells All Sells 961 Reductions 961 Sold out 0 Options Calls 8 Puts 20
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