Creative Planning Incresed Positions in Q3 2024

Creative Planning

  • $101 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
CYBR
Cyber Ark Software Ltd.

Technology
1.47K
+ 14.01%
$241.52 - $291.61 $355K - $429K
12K $3.49M
WBD
Warner Bros. Discovery, Inc.

Communication Services
44.1K
+ 14.07%
$6.71 - $8.78 $296K - $387K
358K $2.95M
ZWS
Zurn Water Solutions Corp

Industrials
14.5K
+ 95.7%
$28.61 - $35.94 $413K - $519K
29.6K $1.06M
ULCC
Frontier Group Holdings, Inc.

Industrials
105K
+ 80.97%
$2.84 - $5.36 $297K - $561K
234K $1.25M
ALKS
Alkermes Plc.

Healthcare
17.3K
+ 51.74%
$23.01 - $28.55 $397K - $493K
50.6K $1.42M
SPXC
Spx Corp

Industrials
2.37K
+ 17.55%
$139.19 - $164.35 $330K - $390K
15.9K $2.54M
SCCO
Southern Copper Corp

Basic Materials
2.09K
+ 4.43%
$94.1 - $120.43 $197K - $252K
49.3K $5.7M
IP
International Paper CO

Consumer Cyclical
4.5K
+ 6.58%
$42.55 - $49.98 $191K - $225K
72.9K $3.56M
GPI
Group 1 Automotive Inc

Consumer Cyclical
949
+ 33.03%
$280.92 - $391.73 $267K - $372K
3.82K $1.46M
KLIC
Kulicke & Soffa Industries Inc

Technology
14.5K
+ 127.2%
$38.57 - $53.24 $558K - $771K
25.9K $1.17M
UVSP
Univest Financial Corp

Financial Services
13.9K
+ 34.59%
$22.22 - $29.19 $309K - $406K
54.1K $1.52M
ING
Ing Groep Nv

Financial Services
21.2K
+ 10.1%
$16.55 - $18.66 $350K - $395K
231K $4.19M
TRU
Trans Union

Industrials
3.44K
+ 43.82%
$72.72 - $106.05 $250K - $364K
11.3K $1.18M
THC
Tenet Healthcare Corp

Healthcare
461
+ 2.95%
$129.27 - $168.03 $59.6K - $77.5K
16.1K $2.68M
DT
Dynatrace, Inc.

Technology
8.25K
+ 46.74%
$40.49 - $53.47 $334K - $441K
25.9K $1.38M
AAL
American Airlines Group Inc.

Industrials
58.1K
+ 33.28%
$11.04 - $11.04 $642K - $642K
233K $2.57M
BKE
Buckle Inc

Consumer Cyclical
10.8K
+ 64.08%
$35.9 - $44.62 $386K - $480K
27.5K $1.21M
BCPC
Balchem Corp

Basic Materials
2.45K
+ 33.42%
$154.1 - $181.56 $377K - $445K
9.78K $1.72M
MMSI
Merit Medical Systems Inc

Healthcare
4.03K
+ 26.85%
$84.12 - $100.23 $339K - $404K
19.1K $1.88M
ACGL
Arch Capital Group Ltd.

Financial Services
1.72K
+ 4.75%
$94.47 - $114.25 $162K - $197K
38K $4.25M
VIAV
Viavi Solutions Inc.

Technology
49.8K
+ 77.0%
$6.97 - $9.02 $347K - $450K
115K $1.03M
KFY
Korn Ferry

Industrials
5.95K
+ 35.12%
$64.17 - $75.61 $382K - $450K
22.9K $1.72M
AIG
American International Group, Inc.

Financial Services
8.56K
+ 20.64%
$70.16 - $79.23 $600K - $678K
50K $3.66M
HPQ
Hp Inc

Technology
11.2K
+ 5.26%
$32.02 - $38.11 $360K - $428K
225K $8.08M
FLEX
Flex Ltd.

Technology
839
+ 0.6%
$28.1 - $34.0 $23.6K - $28.5K
141K $4.72M
FFIN
First Financial Bankshares Inc

Financial Services
6.67K
+ 15.19%
$28.56 - $39.46 $190K - $263K
50.6K $1.87M
CNOB
Connect One Bancorp, Inc.

Financial Services
14.3K
+ 42.17%
$18.2 - $26.25 $259K - $374K
48.1K $1.2M
MAA
Mid America Apartment Communities Inc.

Real Estate
1.93K
+ 12.18%
$138.8 - $166.65 $268K - $321K
17.8K $2.82M
THG
Hanover Insurance Group, Inc.

Financial Services
2.19K
+ 20.84%
$123.93 - $149.6 $272K - $328K
12.7K $1.88M
APO
Apollo Global Management, Inc.

Financial Services
2.32K
+ 5.87%
$99.16 - $125.81 $230K - $291K
41.8K $5.22M
CSGP
Costar Group, Inc.

Real Estate
6.94K
+ 27.88%
$71.59 - $79.61 $497K - $552K
31.8K $2.4M
FCFS
First Cash Holdings, Inc.

Financial Services
3.97K
+ 39.16%
$102.0 - $120.09 $405K - $476K
14.1K $1.62M
SUI
Sun Communities Inc

Real Estate
3.44K
+ 56.82%
$117.46 - $147.6 $404K - $508K
9.49K $1.28M
UNF
Unifirst Corp

Industrials
2.6K
+ 194.6%
$164.34 - $198.74 $427K - $516K
3.93K $781K
KRC
Kilroy Realty Corp

Real Estate
8.43K
+ 27.96%
$31.24 - $40.79 $263K - $344K
38.6K $1.49M
PZZA
Papa Johns International Inc

Consumer Cyclical
8.44K
+ 59.8%
$40.26 - $53.87 $340K - $455K
22.5K $1.21M
CWB
Spdr Bloomberg Convertible Sec

ETFs
605
+ 0.54%
$71.19 - $76.59 $43.1K - $46.3K
112K $8.6M
JEF
Jefferies Financial Group Inc.

Financial Services
4.35K
+ 18.18%
$49.97 - $62.49 $217K - $272K
28.3K $1.74M
WRB
Berkley W R Corp

Financial Services
27.5K
+ 59.31%
$51.54 - $79.62 $1.42M - $2.19M
74K $4.2M
LYV
Live Nation Entertainment, Inc.

Communication Services
904
+ 3.17%
$88.06 - $109.5 $79.6K - $99K
29.4K $3.22M
KNTK
Kinetik Holdings Inc.

Energy
10.8K
+ 70.35%
$38.59 - $47.43 $416K - $512K
26.1K $1.18M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
711
+ 0.81%
$33.89 - $41.64 $24.1K - $29.6K
88.2K $3.51M
RNA
Avidity Biosciences, Inc.

Healthcare
10.3K
+ 76.51%
$37.21 - $48.14 $384K - $497K
23.8K $1.09M
BHE
Benchmark Electronics Inc

Technology
6.88K
+ 14.03%
$38.68 - $47.87 $266K - $329K
55.9K $2.48M
DTM
Dt Midstream, Inc.

Energy
3.15K
+ 8.14%
$69.34 - $79.28 $218K - $249K
41.8K $3.29M
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
3.92K
+ 15.56%
$90.87 - $102.43 $356K - $402K
29.1K $2.88M
UFPI
Ufp Industries Inc

Basic Materials
668
+ 2.83%
$107.65 - $135.34 $71.9K - $90.4K
24.3K $3.18M
NRC
National Research Corp

Healthcare
23.4K
+ 191.69%
$20.61 - $26.17 $482K - $612K
35.6K $812K
TOL
Toll Brothers, Inc.

Consumer Cyclical
1.06K
+ 11.48%
$109.16 - $155.35 $116K - $165K
10.3K $1.59M
Activity Summary
Buys All Purchases 2150 New Holdings 306 Increased Positions 1844 Sells All Sells 919 Reductions 919 Sold out 0 Options Calls 0 Puts 0
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