Creative Planning Purchases in Q3 2025

Creative Planning

  • $129 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
BSAC
Banco Santander Chile

Financial Services
3.16K
+ 18.76%
$22.88 - $26.68 $72.3K - $84.4K
20K $530K
KRG
Kite Realty Group Trust

Real Estate
5.12K
+ 20.01%
$20.94 - $23.26 $107K - $119K
30.7K $684K
CSGS
Csg Systems International Inc

Technology
1.82K
+ 13.15%
$60.77 - $67.01 $111K - $122K
15.7K $1.01M
LNN
Lindsay Corp

Industrials
775
+ 49.18%
$133.42 - $148.29 $103K - $115K
2.35K $330K
ONDS
Ondas Holdings Inc.

Technology
13.3K
New
$1.75 - $7.88 $23.3K - $105K
13.3K $103K
ROBO
Robo Global Robotics And Autom

ETFs
315
+ 2.21%
$59.49 - $67.23 $18.7K - $21.2K
14.6K $954K
BHF
Brighthouse Financial, Inc.

Financial Services
2.22K
+ 10.35%
$43.36 - $57.59 $96.4K - $128K
23.7K $1.26M
SKT
Tanger Factory Outlet Centers, Inc

Real Estate
1.99K
+ 17.97%
$29.52 - $34.78 $58.6K - $69K
13K $440K
ARCB
Arcbest Corp

Industrials
2.6K
+ 23.34%
$68.46 - $86.21 $178K - $224K
13.7K $959K
MYE
Myers Industries Inc

Consumer Cyclical
2.87K
+ 13.14%
$14.5 - $16.94 $41.6K - $48.6K
24.7K $418K
SITE
Site One Landscape Supply, Inc.

Industrials
606
+ 19.32%
$121.97 - $152.97 $73.9K - $92.7K
3.74K $481K
PRME
Prime Medicine, Inc.
12.9K
+ 127.52%
$2.73 - $5.56 $35.3K - $71.9K
23.1K $127K
SPUS
Tidal ETF Tr Sp Fds S&P 500 Sh

ETFs
1.22K
+ 14.67%
$44.23 - $49.41 $53.8K - $60.1K
9.51K $469K
PDS
Precision Drilling Corp

Energy
496
+ 6.19%
$47.8 - $59.09 $23.7K - $29.3K
8.5K $479K
CWT
California Water Service Group

Utilities
2.03K
+ 13.29%
$44.32 - $47.59 $90.1K - $96.8K
17.3K $795K
MBLY
Mobileye Global Inc.
12.1K
+ 65.91%
$13.5 - $19.08 $163K - $230K
30.4K $429K
ABCL
Ab Cellera Biologics Inc.

Healthcare
6.73K
+ 16.41%
$3.49 - $5.15 $23.5K - $34.7K
47.7K $240K
BBJP
Jp Morgan ETF Trust Betabuilde

ETFs
365
+ 2.19%
$59.11 - $67.35 $21.6K - $24.6K
17.1K $1.13M
SBS
Companhia De Saneamento Basico Do Estado De Sao Paulo Sabesp

Utilities
386
+ 1.25%
$19.14 - $25.0 $7.39K - $9.65K
31.2K $775K
EVLV
Evolv Technologies Holdings, Inc.

Industrials
7.89K
+ 26.05%
$5.54 - $8.76 $43.7K - $69.2K
38.2K $288K
ORIC
Oric Pharmaceuticals, Inc.

Healthcare
6.6K
+ 59.48%
$9.2 - $11.93 $60.7K - $78.7K
17.7K $211K
AGIO
Agios Pharmaceuticals, Inc.

Healthcare
280
+ 2.18%
$34.37 - $40.61 $9.62K - $11.4K
13.1K $526K
LAD
Lithia Motors Inc

Consumer Cyclical
455
+ 22.33%
$284.47 - $356.6 $129K - $162K
2.49K $787K
MVST
Microvast Holdings, Inc.

Industrials
25.8K
New
$2.53 - $4.12 $65.3K - $106K
25.8K $99K
IVT
Inven Trust Properties Corp.

Real Estate
1.97K
+ 5.59%
$26.7 - $30.06 $52.5K - $59.2K
37.2K $1.06M
CRGY
Crescent Energy CO

Energy
7.88K
+ 9.24%
$8.22 - $9.94 $64.7K - $78.3K
93.1K $830K
PRCH
Porch Group, Inc.

Technology
2.39K
+ 20.65%
$11.85 - $19.04 $28.3K - $45.4K
13.9K $234K
VRDN
Viridian Therapeutics, Inc.\De

Healthcare
110
+ 0.86%
$14.5 - $21.61 $1.6K - $2.38K
12.9K $277K
H
Hyatt Hotels Corp

Consumer Cyclical
538
+ 5.85%
$135.01 - $152.25 $72.6K - $81.9K
9.73K $1.38M
ZI
Zoom Info Technologies Inc.

Technology
9.61K
+ 24.35%
N/A
49K $497K
ATAI
Atai Life Sciences N.V.

Healthcare
7.53K
+ 41.29%
$2.62 - $5.61 $19.7K - $42.2K
25.8K $136K
KROS
Keros Therapeutics, Inc.

Healthcare
2.35K
+ 9.69%
$13.34 - $16.05 $31.3K - $37.7K
26.6K $420K
DV
Double Verify Holdings, Inc.

Technology
14.5K
+ 56.29%
$11.86 - $16.27 $172K - $237K
40.4K $483K
EBS
Emergent Bio Solutions Inc.

Healthcare
6.72K
+ 44.72%
$5.63 - $9.32 $37.8K - $62.6K
21.7K $191K
LADR
Ladder Capital Corp

Real Estate
8.41K
+ 31.11%
$10.86 - $11.81 $91.4K - $99.4K
35.5K $386K
HSII
Heidrick & Struggles International Inc

Industrials
1.28K
+ 15.9%
$43.05 - $51.79 $54.9K - $66K
9.3K $462K
NTST
Netstreit Corp.

Real Estate
3.97K
+ 18.6%
$16.82 - $18.96 $66.8K - $75.3K
25.3K $457K
PEG
Public Service Enterprise Group Inc

Utilities
2.27K
+ 1.74%
$79.99 - $90.14 $182K - $205K
133K $11.1M
FLNC
Fluence Energy, Inc.

Utilities
2.6K
+ 16.0%
$6.75 - $11.91 $17.5K - $30.9K
18.8K $203K
GEO
Geo Group Inc

Real Estate
6.8K
+ 52.99%
$20.25 - $26.46 $138K - $180K
19.6K $402K
BKN
Blackrock Investment Quality Municipal Trust, Inc.

Financial Services
7.9K
+ 61.72%
$10.5 - $11.42 $83K - $90.2K
20.7K $234K
ALSN
Allison Transmission Holdings Inc

Consumer Cyclical
1.87K
+ 29.29%
$84.43 - $97.93 $158K - $183K
8.26K $701K
DECK
Deckers Outdoor Corp

Consumer Cyclical
1.5K
+ 4.43%
$95.32 - $123.91 $143K - $185K
35.3K $3.58M
NVEC
Nve Corp

Technology
1.94K
+ 48.48%
$59.41 - $81.06 $115K - $157K
5.95K $388K
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
4.63K
+ 8.13%
$18.61 - $18.94 $86.2K - $87.8K
61.6K $1.16M
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
4.43K
+ 3.88%
$20.66 - $20.74 $91.6K - $91.9K
119K $2.45M
TROX
Tronox Holdings PLC

Basic Materials
31.7K
+ 97.08%
$3.14 - $5.85 $99.6K - $186K
64.4K $258K
OPK
Opko Health, Inc.

Healthcare
56.3K
+ 229.89%
$1.19 - $1.55 $67K - $87.3K
80.8K $125K
SAND
Sandstorm Gold LTD

Basic Materials
1.06K
+ 4.14%
$9.36 - $12.52 $9.96K - $13.3K
26.7K $334K
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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