Creative Planning Purchases in Q3 2025

Creative Planning

  • $129 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
FFIC
Flushing Financial Corp

Financial Services
30.9K
New
$11.8 - $14.39 $365K - $445K
30.9K $427K
MRTN
Marten Transport LTD

Industrials
63.9K
+ 58.7%
$10.65 - $13.91 $680K - $888K
173K $1.84M
MATX
Matson, Inc.

Industrials
5.7K
+ 53.79%
$98.59 - $116.3 $562K - $662K
16.3K $1.61M
PFSI
Penny Mac Financial Services, Inc.

Financial Services
791
+ 5.86%
$93.14 - $127.13 $73.7K - $101K
14.3K $1.77M
MORN
Morningstar, Inc.

Financial Services
3.42K
+ 75.9%
$231.72 - $311.89 $792K - $1.07M
7.93K $1.84M
PAX
Patria Investments LTD

Financial Services
26.6K
+ 43.13%
$13.1 - $15.28 $348K - $406K
88.1K $1.29M
HAYW
Hayward Holdings, Inc.

Industrials
27.9K
New
$14.12 - $16.56 $394K - $462K
27.9K $421K
KD
Kyndryl Holdings, Inc.

Technology
34.1K
+ 67.31%
$28.94 - $43.41 $987K - $1.48M
84.8K $2.55M
WAB
Westinghouse Air Brake Technologies Corp

Industrials
3.15K
+ 13.27%
$185.65 - $214.38 $584K - $674K
26.9K $5.38M
MTX
Minerals Technologies Inc

Basic Materials
5.97K
+ 87.26%
$56.48 - $65.45 $337K - $391K
12.8K $796K
LC
Lending Club Corp

Financial Services
19.6K
+ 52.4%
$12.25 - $17.67 $241K - $347K
57.1K $868K
WYNN
Wynn Resorts LTD

Consumer Cyclical
601
+ 6.14%
$101.96 - $132.43 $61.3K - $79.6K
10.4K $1.33M
SVC
Service Properties Trust

Real Estate
136K
+ 92.61%
$2.28 - $3.04 $309K - $412K
282K $764K
CVGW
Calavo Growers Inc

Consumer Defensive
16K
New
$25.74 - $27.84 $412K - $446K
16K $412K
BCI
Abrdn Etfs Abrdn Bloomberg All

ETFs
17.5K
+ 37.89%
$20.34 - $21.61 $356K - $378K
63.6K $1.37M
CRI
Carters Inc

Consumer Cyclical
15.8K
+ 90.01%
$23.65 - $33.93 $373K - $535K
33.3K $939K
TVTX
Travere Therapeutics, Inc.

Healthcare
5.18K
+ 16.38%
$14.61 - $27.31 $75.7K - $141K
36.8K $879K
NTCT
Netscout Systems Inc

Technology
14K
+ 29.18%
$20.77 - $26.06 $290K - $364K
61.8K $1.6M
JOE
St Joe CO

Real Estate
7.87K
+ 79.75%
$48.26 - $52.64 $380K - $414K
17.7K $878K
FRPT
Freshpet, Inc.

Consumer Defensive
7.39K
New
$49.25 - $74.51 $364K - $550K
7.39K $407K
CDNA
Care Dx, Inc.

Healthcare
28K
New
$11.57 - $20.63 $324K - $577K
28K $406K
ISHG
Ishares Intl Treasury Bond ETF

ETFs
5.33K
+ 156.02%
$73.76 - $76.98 $393K - $410K
8.74K $665K
OIS
Oil States International, Inc

Energy
64.6K
+ 363.15%
$4.88 - $6.33 $315K - $409K
82.4K $499K
IWY
Ishares Tr Russell 200 Growth

ETFs
332
+ 2.88%
$243.93 - $275.62 $81K - $91.5K
11.9K $3.25M
SLVM
Sylvamo Corp

Basic Materials
11K
+ 75.92%
$40.4 - $53.01 $446K - $585K
25.6K $1.13M
BANF
Bancfirst Corp

Financial Services
2.83K
+ 18.71%
$119.95 - $136.48 $339K - $386K
18K $2.27M
PATK
Patrick Industries Inc

Consumer Cyclical
3.46K
+ 89.93%
$95.3 - $116.04 $330K - $401K
7.3K $755K
CMA
Comerica Inc

Financial Services
1.66K
+ 5.18%
$60.93 - $71.05 $101K - $118K
33.7K $2.31M
LPI
Laredo Petroleum, Inc.

Energy
8.2K
+ 13.1%
N/A
70.8K $3.44M
MWA
Mueller Water Products, Inc.

Industrials
12.9K
+ 27.02%
$23.94 - $27.39 $308K - $352K
60.4K $1.54M
RCKT
Rocket Pharmaceuticals, Inc.

Healthcare
112K
+ 256.53%
$2.59 - $3.75 $289K - $418K
155K $505K
BOKF
Bok Financial Corp

Financial Services
2.64K
+ 35.29%
$98.57 - $113.09 $260K - $298K
10.1K $1.13M
NGS
Natural Gas Services Group Inc

Energy
14.3K
New
$23.29 - $28.78 $332K - $410K
14.3K $398K
EGY
Vaalco Energy Inc

Energy
71.6K
+ 26.62%
$3.53 - $4.3 $253K - $308K
341K $1.37M
K
Kellogg CO

Consumer Defensive
3.14K
+ 5.56%
$76.96 - $82.02 $242K - $258K
59.6K $4.89M
CWAN
Clearwater Analytics Holdings, Inc.

Technology
26.8K
+ 122.39%
$17.97 - $22.57 $482K - $605K
48.7K $878K
ETD
Ethan Allen Interiors Inc

Consumer Cyclical
13.5K
New
$28.52 - $30.48 $386K - $413K
13.5K $398K
CEF
Sprott Physical Gold & Silver Trust

Financial Services
2.8K
+ 6.27%
$30.06 - $36.69 $84.1K - $103K
47.5K $1.74M
FAS
Direxion Daily Financial Bull

ETFs
2.23K
New
$156.89 - $180.73 $350K - $404K
2.23K $397K
OSK
Oshkosh Corp

Industrials
1.17K
+ 7.73%
$118.16 - $143.44 $139K - $168K
16.3K $2.12M
BWZ
Spdr Bloomberg Short Term Inte

ETFs
15.3K
+ 14.18%
$27.17 - $28.04 $415K - $428K
123K $3.42M
ATEN
A10 Networks, Inc.

Technology
23.2K
+ 108.03%
$16.99 - $20.14 $395K - $468K
44.8K $812K
VTC
Vanguard Scottsdale Fds Total

ETFs
4.96K
+ 69.54%
$76.18 - $78.81 $378K - $391K
12.1K $947K
ROIV
Roivant Sciences Ltd.

Healthcare
12.8K
+ 24.39%
$10.74 - $15.28 $138K - $196K
65.4K $988K
DOCU
Docusign, Inc.

Technology
7.32K
+ 32.0%
$67.14 - $85.01 $492K - $622K
30.2K $2.18M
LMND
Lemonade, Inc.

Financial Services
4.45K
+ 27.59%
$36.28 - $60.96 $161K - $271K
20.6K $1.1M
OII
Oceaneering International Inc

Energy
13.2K
+ 81.32%
$20.47 - $25.66 $271K - $339K
29.5K $730K
PX
P10, Inc.

Financial Services
35.5K
+ 329.19%
$10.49 - $12.82 $373K - $455K
46.3K $503K
LOB
Live Oak Bancshares, Inc.

Financial Services
7.79K
+ 35.99%
$30.54 - $38.72 $238K - $302K
29.5K $1.04M
Activity Summary
Buys All Purchases 2922 New Holdings 336 Increased Positions 2586 Sells All Sells 798 Reductions 798 Sold out 0 Options Calls 29 Puts 31
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