Creative Planning Purchases in Q4 2024

Creative Planning

  • $103 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SSNC
Ss&C Technologies Holdings Inc

Technology
2.09K
+ 31.96%
$69.93 - $77.36 $146K - $162K
8.62K $653K
HYG
Ishares Tr

ETFs
2.41K
+ 19.79%
$78.09 - $80.04 $188K - $193K
14.6K $1.15M
AZZ
Azz Inc

Industrials
2.12K
+ 31.28%
$75.86 - $96.0 $161K - $203K
8.88K $727K
INTR
Inter & Co, Inc.

Financial Services
40K
New
$3.95 - $6.67 $158K - $267K
40K $168K
TAP
Molson Coors Beverage CO

Consumer Defensive
2.97K
+ 15.72%
$53.97 - $63.88 $160K - $190K
21.9K $1.25M
IEX
Idex Corp

Industrials
921
+ 18.33%
$202.75 - $236.06 $187K - $217K
5.95K $1.24M
FBK
Fb Financial Corp

Financial Services
907
+ 3.45%
$44.94 - $57.73 $40.8K - $52.4K
27.2K $1.4M
AA
Alcoa Corp

Basic Materials
5.09K
+ 16.01%
$36.62 - $47.42 $187K - $242K
36.9K $1.39M
OBNK
Origin Bancorp, Inc.

Financial Services
5.19K
+ 16.48%
N/A
36.7K $1.18M
BGNE
Bei Gene, Ltd.

Healthcare
903
New
$174.72 - $246.04 $158K - $222K
903 $166K
SPXL
Direxion Daily S&P 500 Bull 3 X

ETFs
806
+ 12.82%
$157.33 - $189.22 $127K - $153K
7.09K $1.2M
HTBI
Home Trust Bancshares, Inc.

Financial Services
5.03K
+ 64.36%
$31.94 - $38.27 $161K - $193K
12.9K $432K
NWL
Newell Brands Inc.

Consumer Defensive
8.8K
+ 25.91%
$7.18 - $11.63 $63.2K - $102K
42.8K $425K
XPOF
Xponential Fitness, Inc.

Consumer Cyclical
12.3K
New
$11.87 - $16.4 $146K - $202K
12.3K $165K
OFC
Corporate Office Properties Trust

Real Estate
6.88K
New
N/A
6.88K $165K
HRTG
Heritage Insurance Holdings, Inc.

Financial Services
13.5K
New
$9.06 - $12.68 $122K - $171K
13.5K $164K
FPI
Farmland Partners Inc.

Real Estate
14K
New
$10.17 - $12.76 $143K - $179K
14K $164K
PEN
Penumbra Inc

Healthcare
403
+ 25.6%
$190.97 - $253.66 $77K - $102K
1.98K $469K
BHF
Brighthouse Financial, Inc.

Financial Services
2.93K
+ 37.31%
$43.95 - $52.91 $129K - $155K
10.8K $517K
LKQ
Lkq Corp

Consumer Cyclical
5.57K
+ 42.62%
$36.0 - $39.99 $201K - $223K
18.6K $685K
PEGA
Pegasystems Inc

Technology
937
+ 24.89%
$69.42 - $97.28 $65K - $91.2K
4.7K $438K
XPO
Xpo Logistics, Inc.

Industrials
169
+ 2.81%
$105.35 - $158.2 $17.8K - $26.7K
6.19K $811K
KAR
Kar Auction Services, Inc.

Consumer Cyclical
6.55K
+ 57.22%
$15.53 - $20.75 $102K - $136K
18K $357K
ASC
Ardmore Shipping Corp

Industrials
13.5K
New
$11.09 - $18.59 $150K - $251K
13.5K $163K
NVTS
Navitas Semiconductor Corp

Technology
29.9K
+ 60.28%
$1.78 - $4.35 $53.3K - $130K
79.6K $284K
PFF
Ishares Trust Ishares Pfd And

ETFs
16.3K
+ 8.34%
$31.23 - $33.51 $510K - $547K
212K $6.66M
GABC
German American Bancorp, Inc.

Financial Services
3.38K
+ 20.71%
$37.49 - $46.57 $127K - $157K
19.7K $795K
NULV
Nuveen Esg Large Cap Value ETF

ETFs
4.5K
+ 70.65%
$38.96 - $43.28 $175K - $195K
10.9K $427K
OSBC
Old Second Bancorp Inc

Financial Services
5.4K
+ 17.93%
$14.91 - $18.9 $80.5K - $102K
35.5K $631K
VNT
Vontier Corp

Technology
3.15K
+ 18.16%
$33.03 - $40.45 $104K - $127K
20.5K $747K
NXC
Nuveen California Select Tax Free Income Portfolio

Financial Services
12.6K
New
$12.94 - $14.1 $163K - $177K
12.6K $162K
DCOM
Dime Community Bancshares, Inc.

Financial Services
4.75K
+ 56.2%
$27.53 - $36.59 $131K - $174K
13.2K $405K
HEI
Heico Corp

Industrials
1.17K
+ 24.04%
$237.06 - $279.02 $277K - $326K
6.04K $1.43M
BHB
Bar Harbor Bankshares

Financial Services
5.42K
+ 42.36%
$28.81 - $38.23 $156K - $207K
18.2K $556K
ARQT
Arcutis Biotherapeutics, Inc.

Healthcare
6.99K
+ 51.07%
$8.31 - $14.99 $58K - $105K
20.7K $287K
CXM
Sprinklr, Inc.

Technology
19K
New
$6.98 - $9.42 $133K - $179K
19K $160K
WMK
Weis Markets Inc

Consumer Defensive
2.44K
+ 72.03%
$62.89 - $75.93 $153K - $185K
5.82K $393K
HGV
Hilton Grand Vacations Inc.

Consumer Cyclical
3.03K
+ 19.69%
$35.03 - $44.26 $106K - $134K
18.4K $717K
JBHT
Hunt J B Transport Services Inc

Industrials
981
+ 18.01%
$164.22 - $197.19 $161K - $193K
6.43K $1.1M
AVT
Avnet Inc

Technology
3.82K
+ 18.2%
$52.09 - $57.69 $199K - $220K
24.8K $1.3M
ABM
Abm Industries Inc

Industrials
3.89K
+ 15.33%
$50.32 - $58.61 $196K - $228K
29.3K $1.5M
HURN
Huron Consulting Group Inc.

Industrials
959
+ 37.06%
$103.48 - $129.83 $99.2K - $125K
3.55K $440K
WCC
Wesco International Inc

Industrials
404
+ 6.15%
$164.11 - $213.19 $66.3K - $86.1K
6.97K $1.26M
GMED
Globus Medical Inc

Healthcare
1.03K
+ 15.95%
$69.79 - $85.61 $72K - $88.3K
7.5K $620K
VSH
Vishay Intertechnology Inc

Technology
14.8K
+ 31.17%
$15.17 - $19.41 $224K - $287K
62.2K $1.05M
HAYW
Hayward Holdings, Inc.

Industrials
10.3K
New
$14.5 - $16.6 $150K - $171K
10.3K $157K
IMKTA
Ingles Markets Inc

Consumer Defensive
3.51K
+ 51.29%
$60.85 - $75.3 $214K - $264K
10.4K $667K
SXI
Standex International Corp

Industrials
770
+ 28.06%
$172.48 - $211.52 $133K - $163K
3.51K $657K
NEWT
Newtek Business Services Corp.

Financial Services
12.3K
New
$12.14 - $15.46 $150K - $191K
12.3K $157K
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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