Creative Planning Purchases in Q4 2024

Creative Planning

  • $103 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
MUC
Blackrock Muniholdings California Quality Fund, Inc.

Financial Services
3.63K
+ 21.98%
$10.55 - $11.6 $38.2K - $42.1K
20.1K $213K
FEX
First Tr Large Cap Core Alphde

ETFs
220
+ 4.28%
$103.29 - $112.88 $22.7K - $24.8K
5.37K $559K
KTF
Dws Municipal Income Trust

Financial Services
3.17K
+ 26.28%
$9.43 - $10.2 $29.9K - $32.3K
15.2K $143K
HSC
Harsco Corp

Industrials
3.25K
+ 10.47%
N/A
34.3K $246K
ABCB
Ameris Bancorp

Financial Services
375
New
$60.0 - $72.37 $22.5K - $27.1K
375 $23K
DX
Dynex Capital Inc

Real Estate
1.92K
+ 13.95%
$12.07 - $12.72 $23.2K - $24.4K
15.7K $198K
BV
Bright View Holdings, Inc.

Industrials
1.08K
+ 4.5%
$15.48 - $18.73 $16.7K - $20.2K
25.1K $401K
FLWS
1 800 Flowers Com Inc

Consumer Cyclical
2.72K
New
$7.11 - $9.0 $19.3K - $24.5K
2.72K $22K
CNO
Cno Financial Group, Inc.

Financial Services
86
+ 0.98%
$34.0 - $40.5 $2.92K - $3.48K
8.86K $329K
ESTA
Establishment Labs Holdings Inc.

Healthcare
492
New
$37.51 - $48.81 $18.5K - $24K
492 $22K
CRSR
Corsair Gaming, Inc.

Technology
7.63K
+ 9.28%
$6.27 - $8.05 $47.8K - $61.4K
89.8K $593K
ADES
Advanced Emissions Solutions, Inc.

Industrials
2.97K
New
N/A
2.97K $22K
CCSI
Consensus Cloud Solutions, Inc.

Technology
809
+ 6.69%
$20.15 - $26.61 $16.3K - $21.5K
12.9K $307K
OLP
One Liberty Properties Inc

Real Estate
923
+ 9.33%
$26.35 - $30.15 $24.3K - $27.8K
10.8K $294K
LADR
Ladder Capital Corp

Real Estate
3.23K
+ 8.66%
$10.95 - $11.99 $35.4K - $38.8K
40.5K $453K
SAGE
Sage Therapeutics, Inc.

Healthcare
7.93K
+ 65.38%
$4.78 - $8.57 $37.9K - $68K
20.1K $108K
GMS
Gms Inc.

Industrials
714
+ 10.29%
$84.83 - $103.84 $60.6K - $74.1K
7.65K $649K
REKR
Rekor Systems, Inc.

Technology
12K
New
$0.81 - $1.86 $9.72K - $22.3K
12K $21K
PRAA
Pra Group Inc

Financial Services
1.05K
New
$18.83 - $24.72 $19.7K - $25.8K
1.05K $21K
OTTR
Otter Tail Corp

Utilities
699
+ 9.68%
$73.59 - $85.52 $51.4K - $59.8K
7.92K $584K
BRKL
Brookline Bancorp Inc

Financial Services
285
+ 2.8%
$9.7 - $12.81 $2.76K - $3.65K
10.5K $123K
HLIO
Helios Technologies, Inc.

Industrials
485
New
$44.42 - $56.28 $21.5K - $27.3K
485 $21K
CODI
Compass Diversified Holdings

Industrials
53
+ 0.26%
$20.56 - $24.27 $1.09K - $1.29K
20.7K $476K
XMMO
Invesco Exchange Traded Fd Tr

ETFs
128
+ 7.63%
$119.61 - $136.3 $15.3K - $17.4K
1.81K $222K
SSYS
Stratasys Ltd.

Technology
2.47K
New
$7.01 - $10.79 $17.3K - $26.6K
2.47K $21K
ATLC
Atlanticus Holdings Corp

Financial Services
392
New
$34.09 - $64.1 $13.4K - $25.1K
392 $21K
CPRX
Catalyst Pharmaceuticals, Inc.

Healthcare
380
+ 2.99%
$19.73 - $23.93 $7.5K - $9.09K
13.1K $273K
ORN
Orion Group Holdings Inc

Industrials
2.91K
New
$5.35 - $9.0 $15.6K - $26.2K
2.91K $21K
SPBO
Spdr Ser Tr Spdr Portfolio Cor

ETFs
1.18K
+ 13.35%
$28.56 - $30.02 $33.8K - $35.5K
10K $287K
FLGT
Fulgent Genetics, Inc.

Healthcare
5.63K
+ 21.66%
$16.71 - $22.68 $94.1K - $128K
31.6K $584K
CLBK
Columbia Financial, Inc.

Financial Services
3.5K
+ 12.61%
$15.81 - $19.14 $55.3K - $66.9K
31.2K $493K
HYMU
Blackrock ETF Tr Ii High Yield
1.41K
+ 6.01%
$22.59 - $23.2 $31.8K - $32.7K
24.8K $562K
GIII
G Iii Apparel Group LTD

Consumer Cyclical
631
New
$28.49 - $36.1 $18K - $22.8K
631 $20K
VVI
Viad Corp

Industrials
460
New
$35.01 - $45.51 $16.1K - $20.9K
460 $19K
NRIX
Nurix Therapeutics, Inc.

Healthcare
1.03K
New
$18.64 - $28.14 $19.2K - $28.9K
1.03K $19K
KYMR
Kymera Therapeutics, Inc.

Healthcare
487
New
$39.06 - $51.84 $19K - $25.2K
487 $19K
ROLL
Rbc Bearings Inc

Industrials
79
+ 5.11%
N/A
1.63K $399K
CQP
Cheniere Energy Partners, L.P.

Energy
2
+ 0.04%
$48.06 - $58.87 $96.1 - $118
4.5K $238K
HQH
Tekla Healthcare Investors

Financial Services
1.15K
New
$16.03 - $18.73 $18.4K - $21.5K
1.15K $18K
ZUO
Zuora Inc

Technology
140
+ 1.06%
$8.37 - $9.98 $1.17K - $1.4K
13.4K $132K
SHYF
Shyft Group, Inc.

Industrials
1.57K
New
$11.33 - $14.9 $17.8K - $23.4K
1.57K $18K
AREC
American Resources Corp

Basic Materials
18K
New
$0.96 - $1.32 $17.3K - $23.8K
18K $18K
CLH
Clean Harbors Inc

Industrials
234
+ 7.44%
$228.61 - $263.39 $53.5K - $61.6K
3.38K $778K
NN
Nextnav Inc.

Communication Services
1.22K
New
$7.49 - $18.0 $9.15K - $22K
1.22K $18K
GEVO
Gevo, Inc.

Basic Materials
4.14K
+ 19.95%
$1.38 - $3.29 $5.71K - $13.6K
24.9K $51K
RVNC
Revance Therapeutics, Inc.

Healthcare
6.28K
+ 57.82%
N/A
17.1K $44K
EWC
Ishares Msci Canada ETF

ETFs
807
+ 6.62%
$39.64 - $43.28 $32K - $34.9K
13K $523K
SENS
Senseonics Holdings, Inc.

Healthcare
5.03K
+ 5.97%
$0.25 - $0.59 $1.26K - $2.96K
89.2K $46K
SCHN
Schnitzer Steel Industries, Inc.

Basic Materials
738
+ 1.92%
N/A
39.2K $941K
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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