Creative Planning Purchases in Q4 2024

Creative Planning

  • $103 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SRCE
1 St Source Corp

Financial Services
78
New
$57.54 - $67.29 $4.49K - $5.25K
78 $4K
AINV
Apollo Investment Corp

Financial Services
359
+ 2.85%
N/A
13K $144K
AKRO
Akero Therapeutics, Inc.

Healthcare
562
+ 4.34%
$26.75 - $35.28 $15K - $19.8K
13.5K $375K
ONCY
Oncolytics Biotech Inc

Healthcare
3K
+ 29.04%
$0.74 - $1.4 $2.22K - $4.2K
13.3K $12K
JQC
Nuveen Credit Strategies Income Fund

Financial Services
1.02K
+ 8.68%
$5.64 - $5.93 $5.76K - $6.05K
12.8K $72K
AMSWA
American Software Inc

Technology
416
New
$10.24 - $10.96 $4.26K - $4.56K
416 $4K
DCO
Ducommun Inc

Industrials
77
New
$58.79 - $69.18 $4.53K - $5.33K
77 $4K
SGMO
Sangamo Therapeutics, Inc

Healthcare
679
+ 3.58%
$0.78 - $2.87 $530 - $1.95K
19.7K $20K
CRI
Carters Inc

Consumer Cyclical
1.43K
+ 20.84%
$50.33 - $67.47 $71.8K - $96.3K
8.28K $448K
DMRC
Digimarc Corp

Technology
133
New
$26.18 - $38.77 $3.48K - $5.16K
133 $4K
DBA
Invesco Db Agriculture Fund

ETFs
3
+ 0.03%
$24.81 - $27.83 $74.4 - $83.5
9.2K $244K
UNTY
Unity Bancorp Inc

Financial Services
97
New
$32.38 - $47.5 $3.14K - $4.61K
97 $4K
CUBI
Customers Bancorp, Inc.

Financial Services
94
New
$44.23 - $57.66 $4.16K - $5.42K
94 $4K
RYAM
Rayonier Advanced Materials Inc.

Basic Materials
1.28K
+ 4.98%
$7.25 - $10.0 $9.27K - $12.8K
26.9K $222K
MRUS
Merus N.V.

Healthcare
77
New
$41.45 - $54.5 $3.19K - $4.2K
77 $3K
BOC
Boston Omaha Corp

Communication Services
218
New
$14.04 - $16.13 $3.06K - $3.52K
218 $3K
GTES
Gates Industrial Corp PLC

Industrials
171
New
$17.3 - $22.93 $2.96K - $3.92K
171 $3K
DRIV
Global X Fds Global X Autonomo

ETFs
386
+ 3.22%
$22.45 - $24.22 $8.67K - $9.35K
12.4K $284K
ONEW
One Water Marine Inc.

Consumer Cyclical
207
New
$17.38 - $25.81 $3.6K - $5.34K
207 $3K
TY
Tri Continental Corp

Financial Services
1.1K
+ 4.24%
$31.01 - $34.67 $34K - $38K
27K $854K
REPX
Riley Exploration Permian, Inc.

Energy
100
New
$25.96 - $36.88 $2.6K - $3.69K
100 $3K
ACCO
Acco Brands Corp

Industrials
612
New
$4.81 - $6.32 $2.94K - $3.87K
612 $3K
DAKT
Daktronics Inc

Technology
189
New
$12.64 - $19.5 $2.39K - $3.69K
189 $3K
CENX
Century Aluminum CO

Basic Materials
167
New
$15.24 - $23.94 $2.55K - $4K
167 $3K
SWIM
Latham Group, Inc.

Industrials
125
+ 1.1%
$5.42 - $8.35 $678 - $1.04K
11.5K $80K
JANX
Janux Therapeutics, Inc.

Healthcare
65
New
$40.18 - $66.83 $2.61K - $4.34K
65 $3K
LNN
Lindsay Corp

Industrials
30
New
$112.21 - $133.52 $3.37K - $4.01K
30 $3K
MLR
Miller Industries Inc

Consumer Cyclical
55
New
$59.86 - $76.87 $3.29K - $4.23K
55 $3K
DOUG
Douglas Elliman Inc.

Real Estate
2.63K
+ 21.11%
$1.43 - $2.7 $3.76K - $7.1K
15.1K $25K
IE
Ivanhoe Electric Inc.

Basic Materials
2.48K
+ 13.5%
$6.91 - $11.21 $17.1K - $27.8K
20.8K $158K
UCTT
Ultra Clean Holdings, Inc.

Technology
1.6K
+ 11.7%
$33.45 - $40.93 $53.5K - $65.5K
15.3K $549K
GRC
Gorman Rupp CO

Industrials
304
+ 3.52%
$36.95 - $43.09 $11.2K - $13.1K
8.93K $338K
XME
Spdr Ser Tr Spdr S&P Metals &

ETFs
444
+ 14.1%
$56.27 - $69.89 $25K - $31K
3.59K $203K
TRNO
Terreno Realty Corp

Real Estate
804
+ 13.95%
$58.62 - $66.94 $47.1K - $53.8K
6.57K $388K
STK
Columbia Seligman Premium Technology Growth Fund, Inc.

Financial Services
657
+ 5.71%
$31.36 - $35.93 $20.6K - $23.6K
12.2K $388K
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
76
+ 0.4%
$20.98 - $21.19 $1.59K - $1.61K
19.1K $401K
NWS
News Corp New Cl B Com Stk (De

Communication Services
73
New
$27.03 - $32.79 $1.97K - $2.39K
73 $2K
ESRT
Empire State Realty Trust, Inc.

Real Estate
1.08K
+ 8.56%
$10.06 - $11.43 $10.9K - $12.3K
13.7K $141K
VIRT
Virtu Financial, Inc.

Financial Services
58
New
$30.43 - $37.95 $1.76K - $2.2K
58 $2K
ETNB
89bio, Inc.

Healthcare
294
New
$7.03 - $10.05 $2.07K - $2.95K
294 $2K
DHC
Diversified Healthcare Trust

Real Estate
19.1K
+ 85.26%
$2.17 - $4.13 $41.4K - $78.9K
41.5K $95K
SCSC
Scansource, Inc.

Technology
43
New
$42.41 - $53.11 $1.82K - $2.28K
43 $2K
NX
Quanex Building Products Corp

Industrials
122
New
$23.13 - $31.51 $2.82K - $3.84K
122 $2K
MCY
Mercury General Corp

Financial Services
42
New
$62.82 - $78.96 $2.64K - $3.32K
42 $2K
SEE
Sealed Air Corp

Consumer Cyclical
73
New
$33.59 - $37.3 $2.45K - $2.72K
73 $2K
NGS
Natural Gas Services Group Inc

Energy
93
New
$19.11 - $27.92 $1.78K - $2.6K
93 $2K
ASAN
Asana, Inc.

Technology
116
New
$11.17 - $27.52 $1.3K - $3.19K
116 $2K
IMNM
Immunome Inc.

Healthcare
233
New
$9.11 - $14.53 $2.12K - $3.39K
233 $2K
FDMT
4 D Molecular Therapeutics, Inc.

Healthcare
517
New
$5.3 - $10.41 $2.74K - $5.38K
517 $2K
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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