Creative Planning Purchases in Q4 2024

Creative Planning

  • $103 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
MITK
Mitek Systems Inc

Technology
5.79K
+ 33.09%
$8.39 - $11.45 $48.5K - $66.2K
23.3K $258K
IXUS
Ishares Tr

ETFs
9.74K
+ 11.76%
$65.95 - $72.56 $642K - $707K
92.5K $6.12M
PGNY
Progyny, Inc.

Healthcare
5.86K
+ 53.61%
$13.67 - $17.25 $80.1K - $101K
16.8K $289K
NMIH
Nmi Holdings, Inc.

Financial Services
5.28K
+ 26.41%
$36.32 - $41.53 $192K - $219K
25.3K $929K
RNW
Re New Energy Global PLC

Utilities
15.4K
New
$5.22 - $7.46 $80.6K - $115K
15.4K $105K
SMBC
Southern Missouri Bancorp, Inc.

Financial Services
1.74K
+ 26.26%
$54.04 - $67.28 $93.8K - $117K
8.35K $478K
HIFS
Hingham Instn For Svgs (Mass)

Financial Services
330
+ 17.24%
$228.53 - $298.77 $75.4K - $98.6K
2.24K $570K
FBIZ
First Business Financial Services, Inc.

Financial Services
2.21K
+ 46.44%
$42.04 - $51.47 $92.7K - $113K
6.95K $321K
IQ
I Qiyi, Inc.

Communication Services
97.4K
+ 89.92%
$1.95 - $3.19 $190K - $311K
206K $413K
OHI
Omega Healthcare Investors Inc

Real Estate
5.9K
+ 13.85%
$37.51 - $42.56 $221K - $251K
48.5K $1.84M
VIR
Vir Biotechnology, Inc.

Healthcare
14.2K
New
$6.74 - $10.17 $95.6K - $144K
14.2K $104K
ENVX
Enovix Corp

Industrials
5.5K
+ 18.72%
$8.03 - $12.81 $44.1K - $70.4K
34.9K $378K
MBWM
Mercantile Bank Corp

Financial Services
2.01K
+ 10.64%
$41.26 - $51.16 $83K - $103K
20.9K $930K
CRAI
Cra International, Inc.

Industrials
310
+ 7.74%
$168.27 - $206.55 $52.2K - $64K
4.31K $807K
FNB
Fnb Corp

Financial Services
4.23K
+ 6.97%
$13.56 - $17.29 $57.4K - $73.2K
65K $960K
SIL
Global X Silver Miners ETF

ETFs
4.76K
+ 32.44%
$31.61 - $41.98 $150K - $200K
19.4K $618K
KRC
Kilroy Realty Corp

Real Estate
856
+ 2.22%
$37.51 - $43.55 $32.1K - $37.3K
39.5K $1.6M
UAA
Under Armour, Inc.

Consumer Cyclical
14.1K
+ 65.5%
$8.21 - $11.13 $115K - $156K
35.5K $294K
MAN
Manpower Group Inc.

Industrials
2.87K
+ 70.73%
$56.82 - $74.28 $163K - $213K
6.92K $399K
ASH
Ashland Global Holdings Inc

Basic Materials
2.39K
+ 53.98%
$70.93 - $87.79 $169K - $209K
6.81K $486K
GNR
Spdr S&P Global Natural Resour

ETFs
4.51K
+ 28.94%
$48.67 - $58.43 $219K - $263K
20.1K $999K
SLM
Slm Corp

Financial Services
457
+ 2.44%
$21.37 - $28.14 $9.77K - $12.9K
19.2K $528K
MCB
Metropolitan Bank Holding Corp.

Financial Services
1.21K
+ 23.17%
$50.16 - $67.3 $60.9K - $81.7K
6.45K $376K
FRDM
Ea Ser Tr Freedom 100 Emerging

ETFs
3.8K
+ 50.29%
$32.68 - $36.28 $124K - $138K
11.4K $371K
BANC
Banc Of California, Inc.

Financial Services
5.56K
+ 26.46%
$13.66 - $17.77 $75.9K - $98.7K
26.6K $410K
TILT
Flexshares Tr

ETFs
448
+ 30.71%
$210.31 - $227.39 $94.2K - $102K
1.91K $411K
CGDV
Capital Group Divid Value ETF

ETFs
3.79K
+ 13.41%
$35.16 - $37.12 $133K - $141K
32.1K $1.13M
LAD
Lithia Motors Inc

Consumer Cyclical
96
+ 5.79%
$303.15 - $394.27 $29.1K - $37.8K
1.75K $626K
EPC
Edgewell Personal Care CO

Consumer Defensive
3.44K
+ 53.87%
$33.5 - $38.25 $115K - $132K
9.82K $330K
VYGR
Voyager Therapeutics, Inc.

Healthcare
17.5K
New
$5.27 - $8.07 $92.2K - $141K
17.5K $99K
BYD
Boyd Gaming Corp

Consumer Cyclical
403
+ 4.58%
$62.5 - $75.64 $25.2K - $30.5K
9.2K $667K
NOG
Northern Oil & Gas, Inc.

Energy
1.35K
+ 4.82%
$35.57 - $43.49 $47.9K - $58.6K
29.3K $1.09M
DHT
Dht Holdings, Inc.

Energy
10.6K
New
$8.89 - $12.06 $94.3K - $128K
10.6K $98K
H
Hyatt Hotels Corp

Consumer Cyclical
483
+ 10.63%
$143.07 - $164.62 $69.1K - $79.5K
5.03K $789K
BWXT
Bwx Technologies, Inc.

Industrials
710
+ 10.33%
$111.39 - $133.28 $79.1K - $94.6K
7.58K $844K
ITUB
Itau Unibanco Holding S.A.

Financial Services
24.6K
+ 164.82%
$4.96 - $6.57 $122K - $162K
39.6K $196K
HIMX
Himax Technologies, Inc.

Technology
2.97K
+ 10.32%
$5.14 - $9.71 $15.3K - $28.9K
31.8K $255K
WINA
Winmark Corp

Consumer Cyclical
161
+ 4.81%
$352.4 - $422.31 $56.7K - $68K
3.51K $1.38M
NCR
Ncr Corp

Technology
6.07K
+ 12.93%
N/A
53K $835K
E
Eni Spa

Energy
9.64K
+ 16.93%
$26.32 - $31.82 $254K - $307K
66.6K $1.82M
FITB
Fifth Third Bancorp

Financial Services
5.39K
+ 2.28%
$41.76 - $48.44 $225K - $261K
242K $10.2M
LRGF
Ishares Tr

ETFs
1.06K
+ 5.28%
$58.25 - $63.26 $61.7K - $67K
21.1K $1.27M
ITT
Itt Inc.

Industrials
1.3K
+ 9.51%
$140.12 - $159.62 $183K - $208K
15K $2.14M
BAK
Braskem Sa

Basic Materials
25K
New
$3.8 - $7.5 $94.9K - $187K
25K $96K
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
10
+ 0.05%
$70.54 - $79.61 $705 - $796
21.4K $1.63M
WSO
Watsco Inc

Industrials
398
+ 7.64%
$466.57 - $568.78 $186K - $226K
5.61K $2.66M
A
Agilent Technologies, Inc.

Healthcare
5.43K
+ 12.08%
$125.69 - $146.56 $682K - $795K
50.3K $6.76M
FINX
Global X Fds Fintech ETF (De)

ETFs
3.02K
New
$27.48 - $34.32 $82.9K - $104K
3.02K $94K
WOR
Worthington Industries Inc

Industrials
2.78K
+ 20.99%
$38.2 - $43.42 $106K - $121K
16K $642K
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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