Creative Planning Purchases in Q4 2024

Creative Planning

  • $103 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SYNA
Synaptics Inc

Technology
1.94K
+ 21.64%
$68.67 - $82.79 $133K - $160K
10.9K $830K
RSI
Rush Street Interactive, Inc.

Consumer Cyclical
6.54K
+ 39.5%
$10.17 - $14.73 $66.5K - $96.3K
23.1K $316K
ALSN
Allison Transmission Holdings Inc

Consumer Cyclical
688
+ 13.33%
$97.09 - $120.01 $66.8K - $82.6K
5.85K $632K
PSN
Parsons Corp

Industrials
2.54K
+ 29.95%
$92.25 - $113.31 $235K - $288K
11K $1.02M
ECVT
Ecovyst Inc.

Basic Materials
13.1K
+ 28.89%
$6.15 - $8.62 $80.5K - $113K
58.4K $446K
ORI
Old Republic International Corp

Financial Services
2.36K
+ 3.58%
$34.4 - $38.98 $81K - $91.8K
68.2K $2.47M
LYFT
Lyft, Inc.

Technology
10.4K
+ 65.68%
$12.36 - $18.59 $129K - $193K
26.2K $338K
BURL
Burlington Stores, Inc.

Consumer Cyclical
98
+ 1.97%
$242.7 - $295.49 $23.8K - $29K
5.07K $1.45M
OVV
Ovintiv Inc.

Energy
1.54K
+ 4.63%
$37.74 - $46.71 $58.1K - $71.9K
34.8K $1.41M
FFBC
First Financial Bancorp

Financial Services
170
+ 0.22%
$23.97 - $30.34 $4.07K - $5.16K
78.8K $2.12M
CNNE
Cannae Holdings, Inc.

Consumer Cyclical
5.34K
+ 15.6%
$18.24 - $21.74 $97.3K - $116K
39.5K $785K
GFI
Gold Fields LTD

Basic Materials
18.4K
+ 36.32%
$13.16 - $18.91 $242K - $348K
69K $911K
HEAR
Turtle Beach Corp

Technology
6.51K
+ 60.08%
$14.65 - $18.56 $95.3K - $121K
17.3K $300K
EXTR
Extreme Networks Inc

Technology
5.63K
+ 26.65%
$14.22 - $18.52 $80.1K - $104K
26.8K $448K
AIQ
Global X Funds Global X Artifi

ETFs
2.12K
+ 6.33%
$36.57 - $40.57 $77.6K - $86K
35.6K $1.38M
DNB
Dun & Bradstreet Holdings, Inc.

Financial Services
10.5K
New
$10.78 - $12.75 $113K - $134K
10.5K $130K
GUNR
Flexshares Tr Morningstar Glob

ETFs
6.15K
+ 32.04%
$36.15 - $41.9 $222K - $258K
25.4K $922K
BL
Blackline, Inc.

Technology
1.38K
+ 17.3%
$53.92 - $64.91 $74.5K - $89.6K
9.37K $569K
PSCT
Invesco S&P Smallcap Informati

ETFs
2.75K
+ 27.23%
$45.45 - $51.38 $125K - $141K
12.9K $613K
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
1.77K
+ 5.89%
$86.65 - $94.9 $153K - $168K
31.8K $2.76M
EEFT
Euronet Worldwide, Inc.

Technology
198
+ 0.68%
$96.0 - $106.61 $19K - $21.1K
29.1K $3M
FLIC
First Of Long Island Corp

Financial Services
10.9K
New
$11.68 - $14.96 $127K - $163K
10.9K $127K
XT
Ishares Tr Exponential Technol

ETFs
2.26K
+ 29.66%
$58.7 - $62.72 $133K - $142K
9.89K $590K
RPD
Rapid7, Inc.

Technology
3.07K
+ 48.43%
$37.61 - $43.94 $115K - $135K
9.41K $378K
JNPR
Juniper Networks Inc

Technology
4.21K
+ 20.09%
$35.08 - $39.26 $148K - $165K
25.1K $941K
MYE
Myers Industries Inc

Consumer Cyclical
11.5K
New
$10.91 - $13.47 $125K - $155K
11.5K $126K
HBI
Hanesbrands Inc.

Consumer Cyclical
854
+ 0.56%
$6.91 - $8.91 $5.9K - $7.61K
154K $1.25M
NTCT
Netscout Systems Inc

Technology
6K
+ 13.49%
$20.09 - $23.1 $121K - $139K
50.5K $1.09M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
8.45K
+ 3.9%
$36.54 - $37.53 $309K - $317K
225K $8.28M
STNG
Scorpio Tankers Inc.

Energy
4.88K
+ 89.69%
$47.15 - $74.31 $230K - $363K
10.3K $512K
TROX
Tronox Holdings PLC

Basic Materials
12.5K
New
$9.88 - $14.75 $123K - $184K
12.5K $125K
FHB
First Hawaiian, Inc.

Financial Services
2.23K
+ 9.42%
$22.33 - $28.3 $49.7K - $63K
25.9K $670K
PTEN
Patterson Uti Energy Inc

Energy
5.16K
+ 3.97%
$7.26 - $8.7 $37.5K - $44.9K
135K $1.12M
CFFN
Capitol Federal Financial, Inc.

Financial Services
20.3K
+ 35.74%
$5.54 - $7.18 $112K - $146K
77.1K $455K
SHBI
Shore Bancshares Inc

Financial Services
3.43K
+ 9.1%
$13.3 - $17.43 $45.6K - $59.7K
41.1K $651K
CG
Carlyle Group Inc.

Financial Services
553
+ 4.32%
$43.2 - $54.81 $23.9K - $30.3K
13.3K $673K
REAL
The Real Real, Inc.

Consumer Cyclical
11.2K
New
$2.89 - $11.18 $32.4K - $125K
11.2K $122K
DT
Dynatrace, Inc.

Technology
1.83K
+ 7.06%
$51.09 - $59.6 $93.4K - $109K
27.7K $1.51M
PCOR
Procore Technologies, Inc.

Technology
958
+ 25.22%
$58.8 - $85.72 $56.3K - $82.1K
4.76K $356K
RAIL
Freight Car America, Inc.

Industrials
13.3K
New
$8.77 - $15.71 $117K - $209K
13.3K $122K
PACB
Pacific Biosciences Of California, Inc.

Healthcare
64.4K
+ 198.73%
$1.55 - $2.65 $99.8K - $171K
96.8K $177K
DOOO
Brp Inc.

Consumer Cyclical
3.02K
+ 79.21%
$47.56 - $59.38 $144K - $179K
6.83K $347K
RYTM
Rhythm Pharmaceuticals, Inc.

Healthcare
1.63K
+ 18.97%
$46.91 - $67.33 $76.5K - $110K
10.2K $571K
TPX
Tempur Sealy International, Inc.

Consumer Cyclical
1.82K
+ 21.71%
$47.66 - $57.86 $86.7K - $105K
10.2K $578K
PLMR
Palomar Holdings, Inc.

Financial Services
808
+ 24.94%
$88.38 - $112.17 $71.4K - $90.6K
4.05K $427K
RLAY
Relay Therapeutics, Inc.

Healthcare
29.5K
New
$4.12 - $6.8 $122K - $201K
29.5K $121K
ASAI
Sendas Distributor S.A.

Consumer Defensive
46.7K
+ 128.55%
$4.12 - $6.81 $192K - $318K
83.1K $371K
SPR
Spirit Aero Systems Holdings, Inc.

Industrials
850
+ 1.46%
$30.22 - $34.08 $25.7K - $29K
59.2K $2.02M
OCFC
Oceanfirst Financial Corp

Financial Services
7.8K
+ 18.75%
$17.54 - $21.27 $137K - $166K
49.4K $894K
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
Track This Portfolio

Track Creative Planning Portfolio

Follow Creative Planning and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Creative Planning, based on Form 13F filings with the SEC.

News

Stay updated on Creative Planning with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email