Creative Planning Incresed Positions in Q3 2024

Creative Planning

  • $101 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
STGW
Stagwell Inc

Communication Services
18.9K
+ 88.93%
$6.02 - $7.37 $114K - $139K
40.1K $281K
GRBK
Green Brick Partners, Inc.

Consumer Cyclical
2.58K
+ 49.36%
$55.75 - $55.75 $144K - $144K
7.8K $434K
DDS
Dillard'S, Inc.

Consumer Cyclical
498
+ 49.7%
$332.23 - $468.58 $165K - $233K
1.5K $576K
WGO
Winnebago Industries Inc

Consumer Cyclical
1.76K
+ 21.67%
$49.68 - $62.52 $87.4K - $110K
9.88K $574K
OCFC
Oceanfirst Financial Corp

Financial Services
1.41K
+ 3.51%
$15.35 - $18.91 $21.7K - $26.7K
41.6K $773K
CDMO
Avid Bioservices, Inc.

Healthcare
6.67K
+ 49.4%
$6.7 - $12.45 $44.7K - $83.1K
20.2K $229K
SBS
Companhia De Saneamento Basico Do Estado De Sao Paulo Sabesp

Utilities
5.94K
+ 52.29%
$13.75 - $18.24 $81.6K - $108K
17.3K $285K
KNX
Knight Swift Transportation Holdings Inc.

Industrials
945
+ 4.68%
$47.99 - $54.43 $45.4K - $51.4K
21.1K $1.14M
ALSN
Allison Transmission Holdings Inc

Consumer Cyclical
380
+ 7.95%
$74.21 - $96.5 $28.2K - $36.7K
5.16K $495K
OUT
Outfront Media Inc.

Real Estate
2.37K
+ 10.78%
$13.91 - $18.77 $32.9K - $44.4K
24.3K $447K
EQNR
Equinor Asa

Energy
12.2K
+ 22.17%
$24.19 - $29.0 $294K - $353K
67.1K $1.7M
HUN
Huntsman Corp

Basic Materials
4K
+ 16.03%
$20.02 - $24.78 $80K - $99K
28.9K $699K
RES
Rpc Inc

Energy
16.6K
+ 6.87%
$5.72 - $7.47 $94.9K - $124K
258K $1.64M
CHCO
City Holding CO

Financial Services
40
+ 0.35%
$104.53 - $123.29 $4.18K - $4.93K
11.5K $1.35M
JOUT
Johnson Outdoors Inc

Consumer Cyclical
3.38K
+ 44.3%
$33.15 - $42.4 $112K - $143K
11K $398K
AVT
Avnet Inc

Technology
1.43K
+ 7.3%
$49.63 - $55.43 $70.8K - $79K
21K $1.14M
NTAP
Net App, Inc.

Technology
2.07K
+ 8.66%
$114.18 - $134.62 $237K - $279K
26K $3.21M
BRP
Brp Group, Inc.

Financial Services
2.38K
+ 31.27%
$35.8 - $40.92 $85.1K - $97.3K
9.98K $399K
JNPR
Juniper Networks Inc

Technology
2.14K
+ 11.39%
$36.35 - $39.03 $77.8K - $83.5K
20.9K $815K
BYD
Boyd Gaming Corp

Consumer Cyclical
838
+ 10.53%
$53.72 - $65.35 $45K - $54.8K
8.8K $568K
FLYW
Flywire Corp

Technology
7.94K
+ 36.51%
$15.63 - $18.99 $124K - $151K
29.7K $486K
LAD
Lithia Motors Inc

Consumer Cyclical
85
+ 5.41%
$243.05 - $320.83 $20.7K - $27.3K
1.66K $526K
NHC
National Healthcare Corp

Healthcare
509
+ 13.23%
$109.43 - $137.13 $55.7K - $69.8K
4.36K $547K
KTOS
Kratos Defense & Security Solutions, Inc.

Industrials
2.13K
+ 8.66%
$19.62 - $23.55 $41.7K - $50K
26.7K $621K
ZG
Zillow Group, Inc.

Communication Services
439
+ 7.2%
$40.35 - $65.79 $17.7K - $28.9K
6.54K $404K
DVAX
Dynavax Technologies Corp

Healthcare
11.7K
+ 77.19%
$10.05 - $11.61 $117K - $136K
26.8K $298K
KRG
Kite Realty Group Trust

Real Estate
1.63K
+ 8.11%
$21.76 - $26.86 $35.6K - $43.9K
21.8K $578K
BEPC
Brookfield Renewable Corp

Utilities
2.51K
+ 24.03%
$26.92 - $32.89 $67.6K - $82.7K
13K $423K
JOBY
Joby Aviation, Inc.

Industrials
25.7K
+ 86.22%
$4.77 - $7.46 $122K - $192K
55.4K $278K
SMBC
Southern Missouri Bancorp, Inc.

Financial Services
1.14K
+ 20.89%
$43.14 - $58.04 $49.3K - $66.3K
6.61K $373K
MKTX
Marketaxess Holdings Inc

Financial Services
141
+ 8.62%
$193.39 - $261.08 $27.3K - $36.8K
1.78K $455K
GNL
Global Net Lease, Inc.

Real Estate
5.78K
+ 8.02%
$7.3 - $8.96 $42.2K - $51.8K
77.9K $656K
UGI
Ugi Corp

Utilities
1.5K
+ 3.51%
$22.23 - $25.05 $33.3K - $37.5K
44.1K $1.1M
BIO
Bio Rad Laboratories, Inc.

Healthcare
93
+ 6.04%
$263.97 - $344.64 $24.5K - $32.1K
1.63K $546K
MLPX
Global X Mlp & Energy Infrastr

ETFs
1.63K
+ 14.67%
$50.37 - $55.21 $82.2K - $90.1K
12.8K $694K
IEV
Ishares Tr Europe ETF

ETFs
555
+ 2.08%
$53.25 - $58.78 $29.6K - $32.6K
27.2K $1.58M
BRC
Brady Corp

Industrials
195
+ 1.9%
$64.54 - $76.61 $12.6K - $14.9K
10.5K $802K
UVV
Universal Corp

Consumer Defensive
1.85K
+ 37.05%
$46.58 - $54.85 $86.3K - $102K
6.85K $364K
IBN
Icici Bank LTD

Financial Services
2.57K
+ 5.67%
$27.58 - $31.38 $70.9K - $80.7K
47.9K $1.43M
GOOGL
Alphabet Inc.

Communication Services
175K
+ 9.87%
$148.65 - $191.18 $26M - $33.4M
1.95M $323M
AOR
Ishares Tr Core Growth Allocat

ETFs
1.03K
+ 4.8%
$55.15 - $59.31 $57K - $61.3K
22.6K $1.34M
TKR
Timken CO

Industrials
1.02K
+ 11.13%
$78.36 - $87.89 $79.5K - $89.2K
10.1K $854K
IYG
Ishares Tr

ETFs
2
+ 0.01%
$64.2 - $71.76 $128 - $144
21.2K $1.5M
KREF
Kkr Real Estate Finance Trust Inc.

Real Estate
5.81K
+ 36.96%
$8.89 - $12.86 $51.6K - $74.7K
21.5K $265K
AEO
American Eagle Outfitters Inc

Consumer Cyclical
3.21K
+ 15.27%
$18.88 - $22.7 $60.6K - $72.8K
24.2K $542K
OWL
Blue Owl Capital Inc.

Financial Services
2.08K
+ 4.09%
$15.81 - $19.83 $32.8K - $41.2K
52.8K $1.02M
FDL
First Tr Morningstar Dividend

ETFs
117
+ 0.4%
$37.66 - $42.06 $4.41K - $4.92K
29.3K $1.23M
HYG
Ishares Tr

ETFs
1.07K
+ 9.68%
$76.72 - $80.36 $82.3K - $86.2K
12.2K $976K
PSLV
Sprott Physical Silver Trust

Financial Services
8.53K
+ 13.27%
$9.17 - $10.84 $78.2K - $92.4K
72.8K $760K
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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