Creative Planning Purchases in Q4 2024

Creative Planning

  • $103 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AKBA
Akebia Therapeutics, Inc.

Healthcare
50.1K
+ 43.15%
$1.26 - $2.13 $63.2K - $107K
166K $309K
TENB
Tenable Holdings, Inc.

Technology
4.3K
+ 36.14%
$38.71 - $43.44 $166K - $187K
16.2K $637K
FDS
Factset Research Systems Inc

Financial Services
171
+ 4.75%
$449.69 - $495.72 $76.9K - $84.8K
3.77K $1.81M
PDT
John Hancock Premium Dividend Fund

Financial Services
12.3K
New
$12.01 - $13.54 $147K - $166K
12.3K $156K
PPL
Ppl Corp

Utilities
6.98K
+ 6.08%
$31.47 - $35.0 $220K - $244K
122K $3.95M
APOG
Apogee Enterprises, Inc.

Industrials
2.03K
+ 27.54%
$68.43 - $87.22 $139K - $177K
9.41K $671K
NZF
Nuveen Municipal Credit Income Fund

Financial Services
15.3K
+ 45.98%
$12.12 - $13.1 $186K - $201K
48.7K $592K
GME
Game Stop Corp.

Consumer Cyclical
2.33K
+ 24.18%
$20.5 - $32.99 $47.7K - $76.8K
12K $374K
GTY
Getty Realty Corp

Real Estate
5.72K
+ 53.31%
$29.81 - $33.31 $170K - $190K
16.4K $495K
GNK
Genco Shipping & Trading LTD

Industrials
11K
New
$13.64 - $19.17 $150K - $210K
11K $153K
ALT
Altimmune, Inc.

Healthcare
18.6K
+ 100.96%
$6.02 - $9.85 $112K - $183K
37K $266K
LND
Brasil Agro Brazilian Agricultural Real Estate CO

Consumer Defensive
42.2K
New
$3.55 - $4.7 $150K - $198K
42.2K $152K
MMM
3 M CO

Industrials
10.2K
+ 6.63%
$124.74 - $137.12 $1.27M - $1.39M
163K $21.1M
TTC
Toro CO

Industrials
2.83K
+ 24.95%
$80.1 - $88.44 $226K - $250K
14.2K $1.13M
SBSW
Sibanye Stillwater LTD

Basic Materials
86.6K
+ 52.11%
$3.24 - $5.22 $281K - $452K
253K $834K
SLAB
Silicon Laboratories Inc.

Technology
646
+ 8.09%
$98.4 - $131.12 $63.6K - $84.7K
8.63K $1.07M
FTS
Fortis Inc.

Utilities
8.47K
+ 16.2%
$41.04 - $45.81 $348K - $388K
60.7K $2.52M
CUZ
Cousins Properties Inc

Real Estate
3.75K
+ 12.8%
$28.63 - $31.94 $107K - $120K
33.1K $1.01M
CAE
Cae Inc

Industrials
2.94K
+ 25.96%
$17.6 - $25.38 $51.7K - $74.5K
14.2K $361K
RLJ
Rlj Lodging Trust

Real Estate
11.5K
+ 38.39%
$8.77 - $10.68 $101K - $123K
41.5K $423K
GT
Goodyear Tire & Rubber CO

Consumer Cyclical
15.6K
+ 34.8%
$8.01 - $11.0 $125K - $172K
60.6K $545K
CHE
Chemed Corp

Healthcare
539
+ 27.9%
$517.44 - $613.19 $279K - $331K
2.47K $1.31M
MTZ
Mastec Inc

Industrials
804
+ 27.64%
$119.94 - $147.94 $96.4K - $119K
3.71K $505K
AVA
Avista Corp

Utilities
4.62K
+ 42.73%
$35.46 - $39.23 $164K - $181K
15.4K $565K
ACIW
Aci Worldwide, Inc.

Technology
2.15K
+ 6.13%
$48.81 - $59.2 $105K - $127K
37.3K $1.93M
PBF
Pbf Energy Inc.

Energy
9.98K
+ 37.11%
$25.15 - $33.71 $251K - $336K
36.9K $979K
NVT
N Vent Electric PLC

Industrials
2.86K
+ 12.33%
$67.69 - $79.19 $194K - $226K
26.1K $1.78M
CNQ
Canadian Natural Resources LTD

Energy
11.7K
+ 12.7%
$29.51 - $37.6 $345K - $440K
104K $3.2M
QRVO
Qorvo, Inc.

Technology
7.39K
+ 66.25%
$65.6 - $104.58 $485K - $773K
18.5K $1.3M
LVS
Las Vegas Sands Corp

Consumer Cyclical
2.06K
+ 5.41%
$47.96 - $55.17 $98.9K - $114K
40.2K $2.06M
NFE
New Fortress Energy Inc.

Utilities
71
+ 0.3%
$8.0 - $15.12 $568 - $1.07K
23.6K $357K
KIM
Kimco Realty Corp

Real Estate
5.63K
+ 11.01%
$22.75 - $25.78 $128K - $145K
56.8K $1.33M
BOH
Bank Of Hawaii Corp

Financial Services
2K
New
$61.29 - $80.51 $123K - $161K
2K $142K
KE
Kimball Electronics, Inc.

Industrials
7.4K
+ 62.58%
$17.14 - $21.18 $127K - $157K
19.2K $360K
ZION
Zions Bancorporation, National Association

Financial Services
163
+ 0.87%
$45.62 - $61.73 $7.44K - $10.1K
18.9K $1.02M
MOS
Mosaic CO

Basic Materials
8.46K
+ 27.51%
$23.87 - $28.34 $202K - $240K
39.2K $964K
TTI
Tetra Technologies Inc

Energy
35.7K
+ 131.87%
$2.95 - $4.04 $105K - $144K
62.8K $224K
CGUS
Capital Group Core Equity ETF
3.61K
+ 17.7%
$33.96 - $36.24 $123K - $131K
24K $839K
SXC
Sun Coke Energy, Inc.

Basic Materials
4.27K
+ 9.08%
$8.38 - $12.72 $35.8K - $54.3K
51.2K $548K
SBR
Sabine Royalty Trust

Energy
1.42K
+ 9.03%
$60.18 - $66.67 $85.5K - $94.7K
17.1K $1.11M
NNI
Nelnet Inc

Financial Services
1.58K
+ 33.29%
$104.32 - $124.92 $165K - $198K
6.34K $677K
TNL
Travel & Leisure Co.

Consumer Cyclical
1.93K
+ 19.99%
$45.26 - $56.28 $87.2K - $108K
11.6K $583K
BAP
Credicorp LTD

Financial Services
707
+ 17.51%
$180.17 - $198.65 $127K - $140K
4.74K $869K
EPAM
Epam Systems, Inc.

Technology
753
+ 10.49%
N/A
7.93K $1.47M
SYY
Sysco Corp

Consumer Defensive
5.93K
+ 3.01%
$73.63 - $81.77 $437K - $485K
203K $15.5M
IOSP
Innospec Inc.

Basic Materials
1.34K
+ 39.33%
$107.78 - $124.9 $144K - $167K
4.75K $522K
CSGS
Csg Systems International Inc

Technology
2.17K
+ 20.07%
$46.59 - $56.23 $101K - $122K
13K $663K
JACK
Jack In The Box Inc

Consumer Cyclical
3.89K
+ 75.28%
$38.71 - $51.52 $151K - $200K
9.06K $377K
MAA
Mid America Apartment Communities Inc.

Real Estate
1.39K
+ 7.8%
$149.17 - $165.2 $207K - $229K
19.1K $2.96M
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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