Creative Planning Purchases in Q4 2024

Creative Planning

  • $103 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
GFS
Globalfoundries Inc.

Technology
6.02K
+ 82.06%
$36.01 - $46.79 $217K - $282K
13.4K $573K
FDHY
Fidelity Covington Trust High

ETFs
5.75K
New
$48.24 - $49.25 $277K - $283K
5.75K $277K
KAI
Kadant Inc

Industrials
708
+ 15.69%
$316.45 - $422.93 $224K - $299K
5.22K $1.8M
TDY
Teledyne Technologies Inc

Technology
354
+ 8.46%
$436.59 - $489.24 $155K - $173K
4.54K $2.11M
GL
Globe Life Inc.

Financial Services
810
+ 2.49%
$103.49 - $116.02 $83.8K - $94K
33.3K $3.71M
RYAN
Ryan Specialty Holdings, Inc.

Financial Services
4.26K
New
$63.15 - $75.4 $269K - $321K
4.26K $273K
UVSP
Univest Financial Corp

Financial Services
6.76K
+ 12.49%
$26.85 - $32.21 $182K - $218K
60.9K $1.8M
ARKW
Ark Next Generation Internet E

ETFs
2.51K
New
$82.66 - $120.04 $207K - $301K
2.51K $271K
NPK
National Presto Industries Inc

Industrials
2.76K
New
$69.91 - $98.42 $193K - $272K
2.76K $271K
NOK
Nokia Corp

Technology
56.6K
+ 14.02%
$4.13 - $4.95 $234K - $280K
460K $2.04M
NVCR
Novo Cure LTD

Healthcare
1.63K
+ 10.48%
$14.54 - $33.41 $23.7K - $54.4K
17.2K $511K
TLK
Perusahaan Perseroan Persero Pt Telekomunikasi Indonesia Tbk

Communication Services
29.4K
+ 45.71%
$15.45 - $19.82 $454K - $582K
93.6K $1.54M
SF
Stifel Financial Corp

Financial Services
850
+ 5.8%
$93.4 - $117.72 $79.4K - $100K
15.5K $1.64M
SEIC
Sei Investments CO

Financial Services
1.95K
+ 24.05%
$69.36 - $86.58 $135K - $168K
10K $827K
WRB
Berkley W R Corp

Financial Services
2.3K
+ 3.11%
$56.48 - $64.94 $130K - $149K
76.3K $4.46M
BALL
Ball Corp

Consumer Cyclical
9.83K
+ 47.21%
$54.84 - $67.94 $539K - $668K
30.7K $1.68M
TCBK
Trico Bancshares

Financial Services
5.56K
+ 22.7%
$40.66 - $49.62 $226K - $276K
30K $1.31M
YOU
Clear Secure, Inc.

Technology
10K
New
$25.61 - $38.45 $256K - $384K
10K $266K
SNEX
Stone X Group Inc.

Financial Services
2.09K
+ 54.39%
$80.62 - $104.76 $168K - $219K
5.93K $580K
BY
Byline Bancorp, Inc.

Financial Services
7.21K
+ 29.69%
$25.1 - $32.06 $181K - $231K
31.5K $913K
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
14.7K
+ 135.15%
$18.28 - $18.87 $268K - $277K
25.6K $468K
JEPI
J P Morgan Exchange Traded Fd

ETFs
9.39K
+ 6.75%
$57.53 - $60.83 $540K - $571K
148K $8.54M
GSBC
Great Southern Bancorp, Inc.

Financial Services
3.47K
+ 17.12%
$54.27 - $66.92 $188K - $232K
23.8K $1.42M
FDIS
Fidelity Covington Tr Msci Con

ETFs
2.27K
+ 49.22%
$85.33 - $104.24 $194K - $237K
6.89K $671K
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
5.96K
New
$43.84 - $48.76 $261K - $291K
5.96K $262K
AAOI
Applied Optoelectronics, Inc.

Technology
7.1K
New
$13.68 - $44.03 $97.2K - $313K
7.1K $261K
UPWK
Upwork, Inc

Industrials
8.8K
+ 44.34%
$10.05 - $17.51 $88.5K - $154K
28.7K $468K
GRVY
Gravity Co., Ltd.

Communication Services
4.14K
New
$57.5 - $68.32 $238K - $283K
4.14K $261K
FCBC
First Community Bankshares Inc

Financial Services
6.61K
+ 77.79%
$40.95 - $48.99 $271K - $324K
15.1K $629K
SUPN
Supernus Pharmaceuticals, Inc.

Healthcare
7.2K
New
$31.89 - $37.83 $230K - $272K
7.2K $260K
HOMB
Home Bancshares Inc

Financial Services
3K
+ 2.08%
$26.0 - $32.09 $78K - $96.3K
147K $4.16M
MDXG
Mimedx Group, Inc.

Healthcare
27K
New
$5.51 - $9.75 $149K - $263K
27K $259K
CADE
Cadence Bank

Financial Services
5.09K
+ 16.04%
$30.54 - $39.29 $155K - $200K
36.8K $1.27M
ELS
Equity Lifestyle Properties Inc

Real Estate
4.37K
+ 65.02%
$66.06 - $72.51 $288K - $317K
11.1K $737K
SEB
Seaboard Corp

Industrials
188
+ 66.43%
$2390.98 - $3163.38 $450K - $595K
471 $1.14M
STAG
Stag Industrial, Inc.

Real Estate
10.6K
+ 54.59%
$33.22 - $39.1 $354K - $416K
30.2K $1.02M
SNDR
Schneider National, Inc.

Industrials
8.02K
+ 28.86%
$26.97 - $33.61 $216K - $269K
35.8K $1.05M
HDEF
Xtrackers Msci Eafe High Div Y

ETFs
13.2K
+ 51.93%
$24.04 - $26.75 $318K - $354K
38.8K $941K
ATO
Atmos Energy Corp

Utilities
1.71K
+ 4.95%
$136.41 - $151.43 $233K - $259K
36.2K $5.04M
VAC
Marriott Vacations Worldwide Corp

Consumer Cyclical
1.1K
+ 11.4%
$72.67 - $99.25 $79.9K - $109K
10.7K $964K
NRC
National Research Corp

Healthcare
25K
+ 70.26%
$17.07 - $21.78 $426K - $544K
60.5K $1.07M
CIB
Bancolombia Sa

Financial Services
7.99K
+ 62.75%
$30.96 - $33.47 $247K - $268K
20.7K $653K
GEO
Geo Group Inc

Real Estate
3.06K
+ 27.6%
$12.83 - $29.2 $39.3K - $89.4K
14.2K $396K
BRZE
Braze, Inc.

Technology
103
+ 0.39%
$29.93 - $44.78 $3.08K - $4.61K
26.2K $1.1M
VCYT
Veracyte, Inc.

Healthcare
4.77K
+ 40.98%
$31.92 - $44.4 $152K - $212K
16.4K $649K
UGP
Ultrapar Holdings Inc

Energy
123K
+ 219.34%
$2.57 - $3.95 $316K - $485K
179K $470K
BDC
Belden Inc.

Technology
3.03K
+ 15.2%
$112.15 - $131.43 $340K - $398K
23K $2.59M
ENIC
Enel Chile S.A.

Utilities
83.8K
+ 85.49%
$2.62 - $2.98 $219K - $250K
182K $523K
BCRX
Biocryst Pharmaceuticals Inc

Healthcare
33.9K
+ 68.65%
$7.03 - $8.43 $238K - $286K
83.2K $625K
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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