Creative Planning Purchases in Q3 2025

Creative Planning

  • $129 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
ACAD
Acadia Pharmaceuticals Inc

Healthcare
7.27K
+ 25.02%
$20.88 - $26.57 $152K - $193K
36.3K $775K
AHH
Armada Hoffler Properties, Inc.

Real Estate
19.9K
+ 40.4%
$6.69 - $7.56 $133K - $151K
69.2K $485K
AAT
American Assets Trust, Inc.

Real Estate
6.88K
+ 53.78%
$18.7 - $21.32 $129K - $147K
19.7K $399K
CRAI
Cra International, Inc.

Industrials
276
+ 6.63%
$170.16 - $212.31 $47K - $58.6K
4.44K $925K
GAB
Gabelli Equity Trust Inc

Financial Services
3.35K
+ 0.73%
$5.81 - $6.32 $19.5K - $21.2K
464K $2.83M
ARKX
Ark ETF Tr Ark Space Expl & In

ETFs
2.76K
+ 18.3%
$23.39 - $28.55 $64.5K - $78.7K
17.8K $509K
PZZA
Papa Johns International Inc

Consumer Cyclical
3.07K
+ 65.93%
$40.08 - $50.41 $123K - $155K
7.72K $371K
CSTL
Castle Biosciences Inc

Healthcare
5.17K
+ 46.49%
$14.65 - $24.65 $75.7K - $127K
16.3K $370K
ARKW
Ark Next Generation Internet E

ETFs
412
+ 15.69%
$144.46 - $174.76 $59.5K - $72K
3.04K $530K
HDSN
Hudson Technologies Inc

Basic Materials
14.4K
New
$8.02 - $10.44 $116K - $151K
14.4K $143K
VRNT
Verint Systems Inc

Technology
4.38K
+ 25.23%
N/A
21.8K $709K
SQ
Block, Inc.

Technology
2.48K
+ 3.16%
N/A
81K $4.64M
EVGO
E Vgo Inc.

Consumer Cyclical
19.7K
+ 44.43%
$3.3 - $4.74 $65K - $93.4K
64.1K $303K
EWT
Ishares Inc Msci Taiwan ETF

ETFs
1.34K
+ 14.77%
$57.58 - $64.29 $77.4K - $86.4K
10.4K $664K
ASAN
Asana, Inc.

Technology
10.6K
New
$12.8 - $15.35 $135K - $162K
10.6K $141K
BKD
Brookdale Senior Living Inc.

Healthcare
11.2K
+ 37.44%
$6.69 - $8.5 $75.1K - $95.5K
41.2K $349K
CCNE
Cnb Financial Corp

Financial Services
3.75K
+ 10.06%
$21.77 - $26.78 $81.7K - $101K
41.1K $993K
INDI
Indie Semiconductor, Inc.

Technology
8.84K
+ 4.31%
$3.54 - $4.92 $31.3K - $43.5K
214K $871K
AEYE
Audioeye Inc

Technology
151
+ 0.22%
$10.1 - $14.29 $1.53K - $2.16K
69.9K $953K
RNW
Re New Energy Global PLC

Utilities
9.74K
+ 11.68%
$6.81 - $7.85 $66.3K - $76.5K
93.1K $716K
GRC
Gorman Rupp CO

Industrials
1.49K
+ 20.49%
$36.65 - $46.41 $54.7K - $69.3K
8.78K $407K
PFS
Provident Financial Services Inc

Financial Services
3.41K
+ 8.02%
$17.9 - $20.32 $61.1K - $69.4K
45.9K $885K
RRBI
Red River Bancshares Inc

Financial Services
623
+ 3.88%
$58.77 - $67.87 $36.6K - $42.3K
16.7K $1.08M
UDR
Udr, Inc.

Real Estate
5.68K
+ 27.98%
$36.71 - $41.37 $208K - $235K
26K $967K
AJG
Arthur J. Gallagher & Co.

Financial Services
2.77K
+ 4.0%
$284.17 - $319.49 $788K - $886K
72K $22.3M
AMRX
Amneal Pharmaceuticals, Inc.

Healthcare
9.36K
+ 39.16%
$7.82 - $10.09 $73.2K - $94.4K
33.3K $332K
RXO
Rxo, Inc.
9.67K
+ 32.92%
$14.25 - $17.9 $138K - $173K
39K $600K
BXC
Blue Linx Holdings Inc.

Industrials
1.94K
+ 61.08%
$71.39 - $86.56 $139K - $168K
5.12K $374K
EOLS
Evolus, Inc.

Healthcare
22.5K
New
$5.77 - $9.73 $130K - $219K
22.5K $138K
SIMO
Silicon Motion Technology Corp

Technology
547
+ 12.69%
$71.17 - $95.06 $38.9K - $52K
4.86K $460K
RPAY
Repay Holdings Corp

Technology
21.2K
+ 33.02%
$4.64 - $5.96 $98.6K - $127K
85.6K $447K
WEN
Wendy'S CO

Consumer Cyclical
90.1K
+ 29.59%
$9.09 - $11.88 $819K - $1.07M
395K $3.61M
RYAAY
Ryanair Holdings PLC

Industrials
1.57K
+ 9.77%
$55.19 - $66.72 $86.8K - $105K
17.7K $1.06M
BVN
Buenaventura Mining CO Inc

Basic Materials
1.65K
+ 13.82%
$16.23 - $24.33 $26.8K - $40.2K
13.6K $331K
ICUI
Icu Medical Inc

Healthcare
1.77K
+ 27.52%
$108.1 - $137.26 $191K - $242K
8.18K $981K
CXW
Core Civic, Inc.

Real Estate
6.98K
+ 63.27%
$19.6 - $22.53 $137K - $157K
18K $366K
QDF
Flexshares Quality Dividend In

ETFs
658
+ 5.01%
$73.48 - $79.4 $48.3K - $52.2K
13.8K $1.09M
ARLO
Arlo Technologies, Inc.

Industrials
7.96K
+ 51.32%
$15.72 - $18.54 $125K - $148K
23.5K $397K
HE
Hawaiian Electric Industries Inc

Utilities
10.9K
+ 30.77%
$10.46 - $12.96 $114K - $141K
46.2K $509K
ALDX
Aldeyra Therapeutics, Inc.

Healthcare
22.8K
+ 189.27%
$4.0 - $5.89 $91.2K - $134K
34.8K $180K
HNDL
Strategy Shs

ETFs
4.19K
+ 6.46%
$21.41 - $22.28 $89.6K - $93.3K
69K $1.54M
FBNC
First Bancorp

Financial Services
579
+ 4.95%
$45.56 - $55.55 $26.4K - $32.2K
12.3K $649K
MC
Moelis & CO

Financial Services
1.02K
+ 15.36%
$64.0 - $77.75 $65.3K - $79.3K
7.66K $546K
HRB
H&R Block Inc

Consumer Cyclical
9.62K
+ 11.76%
$49.28 - $56.76 $474K - $546K
91.4K $4.62M
MTN
Vail Resorts Inc

Consumer Cyclical
1.06K
+ 29.63%
$143.33 - $169.63 $152K - $180K
4.65K $695K
ESPR
Esperion Therapeutics, Inc.

Healthcare
49.9K
New
$0.98 - $2.84 $48.9K - $142K
49.9K $132K
SNDX
Syndax Pharmaceuticals Inc

Healthcare
2.53K
+ 16.36%
$8.73 - $17.04 $22.1K - $43K
18K $276K
FULT
Fulton Financial Corp

Financial Services
5.3K
+ 9.9%
$17.57 - $19.86 $93K - $105K
58.8K $1.1M
EYPT
Eye Point Pharmaceuticals, Inc.

Healthcare
3.51K
+ 18.89%
$9.01 - $14.19 $31.6K - $49.7K
22.1K $305K
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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