Creative Planning Incresed Positions in Q3 2024

Creative Planning

  • $101 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
ABR
Arbor Realty Trust Inc

Real Estate
4.18K
+ 11.96%
$12.89 - $15.66 $53.9K - $65.5K
39.2K $609K
INFN
Infinera Corp

Technology
14.2K
+ 87.34%
$5.63 - $6.89 $79.9K - $97.8K
30.4K $205K
HOUS
Anywhere Real Estate Inc.

Real Estate
12K
+ 48.03%
$3.23 - $5.87 $38.8K - $70.5K
37K $188K
TEVA
Teva Pharmaceutical Industries LTD

Healthcare
1.86K
+ 4.55%
$15.81 - $18.96 $29.5K - $35.3K
42.8K $771K
FTI
Technip Fmc PLC

Energy
3.98K
+ 22.88%
$23.46 - $29.5 $93.4K - $117K
21.4K $560K
SJW
Sjw Group

Utilities
1.03K
+ 8.66%
$53.35 - $61.66 $54.8K - $63.4K
12.9K $749K
ECPG
Encore Capital Group Inc

Financial Services
1.55K
+ 27.7%
$41.28 - $50.68 $64.1K - $78.7K
7.16K $338K
NVAX
Novavax Inc

Healthcare
8.34K
+ 34.54%
$10.71 - $17.11 $89.3K - $143K
32.5K $410K
DEA
Easterly Government Properties, Inc.

Real Estate
5.62K
+ 23.36%
$12.21 - $14.1 $68.6K - $79.2K
29.7K $402K
NVT
N Vent Electric PLC

Industrials
3.28K
+ 16.46%
$60.72 - $81.19 $199K - $266K
23.2K $1.63M
OII
Oceaneering International Inc

Energy
3.77K
+ 43.09%
$22.41 - $30.02 $84.5K - $113K
12.5K $311K
AIN
Albany International Corp

Consumer Cyclical
923
+ 18.39%
$81.29 - $94.16 $75K - $86.9K
5.94K $527K
MSEX
Middlesex Water CO

Utilities
45
+ 0.58%
$52.74 - $67.59 $2.37K - $3.04K
7.81K $509K
MUSA
Murphy Usa Inc.

Consumer Cyclical
107
+ 4.79%
$452.85 - $536.35 $48.5K - $57.4K
2.34K $1.15M
ALE
Allete Inc

Utilities
991
+ 4.73%
$61.67 - $64.65 $61.1K - $64.1K
22K $1.41M
ALLO
Allogene Therapeutics, Inc.

Healthcare
32K
+ 108.74%
$2.08 - $3.5 $66.5K - $112K
61.4K $171K
ROIV
Roivant Sciences Ltd.

Healthcare
7.58K
+ 47.48%
$10.17 - $12.5 $77.1K - $94.7K
23.5K $271K
GLOB
Globant S.A.

Technology
351
+ 20.51%
$176.29 - $207.07 $61.9K - $72.7K
2.06K $408K
EXTR
Extreme Networks Inc

Technology
5.13K
+ 32.07%
$12.62 - $15.79 $64.8K - $81.1K
21.1K $317K
CDE
Coeur Mining, Inc.

Basic Materials
8.91K
+ 27.74%
$5.12 - $7.51 $45.6K - $66.9K
41K $282K
EPRT
Essential Properties Realty Trust, Inc.

Real Estate
558
+ 4.33%
$27.45 - $34.49 $15.3K - $19.2K
13.5K $459K
ELP
Energy CO Of Parana

Utilities
7.69K
+ 13.28%
$6.66 - $7.91 $51.2K - $60.8K
65.6K $489K
TRNO
Terreno Realty Corp

Real Estate
968
+ 20.18%
$59.43 - $71.02 $57.5K - $68.7K
5.77K $385K
VMC
Vulcan Materials CO

Basic Materials
318
+ 2.28%
$231.83 - $274.51 $73.7K - $87.3K
14.2K $3.56M
PSMT
Pricesmart Inc

Consumer Defensive
236
+ 3.15%
$78.22 - $91.74 $18.5K - $21.7K
7.72K $708K
CDW
Cdw Corp

Technology
297
+ 2.13%
$206.67 - $239.84 $61.4K - $71.2K
14.3K $3.23M
ALG
Alamo Group Inc

Industrials
499
+ 33.16%
$164.5 - $194.96 $82.1K - $97.3K
2K $360K
STAG
Stag Industrial, Inc.

Real Estate
1.14K
+ 6.22%
$35.42 - $40.98 $40.4K - $46.8K
19.5K $762K
CTLT
Catalent, Inc.

Healthcare
1.22K
+ 21.39%
$56.16 - $60.96 $68.6K - $74.5K
6.94K $420K
AMBP
Ardagh Metal Packaging S.A.

Consumer Cyclical
24.4K
+ 170.11%
$3.21 - $3.8 $78.4K - $92.8K
38.8K $146K
WCC
Wesco International Inc

Industrials
223
+ 3.52%
$149.47 - $183.24 $33.3K - $40.9K
6.57K $1.1M
IONQ
Ion Q, Inc.

Technology
7.88K
+ 47.79%
$6.57 - $9.71 $51.8K - $76.5K
24.4K $212K
CPRX
Catalyst Pharmaceuticals, Inc.

Healthcare
2.7K
+ 26.92%
$15.19 - $21.35 $41K - $57.6K
12.7K $252K
PTCT
Ptc Therapeutics, Inc.

Healthcare
816
+ 8.06%
$30.39 - $37.66 $24.8K - $30.7K
10.9K $406K
ROG
Rogers Corp

Technology
1.14K
+ 26.08%
$97.9 - $133.4 $112K - $153K
5.53K $625K
NWL
Newell Brands Inc.

Consumer Defensive
8.37K
+ 32.68%
$5.73 - $8.91 $47.9K - $74.5K
34K $260K
MSM
Msc Industrial Direct CO Inc

Industrials
878
+ 28.82%
$75.8 - $89.13 $66.6K - $78.3K
3.92K $337K
CIFR
Cipher Mining Inc.

Financial Services
26.5K
+ 106.02%
$2.7 - $6.78 $71.5K - $180K
51.5K $199K
JXN
Jackson Financial Inc.

Financial Services
373
+ 10.17%
$69.1 - $91.97 $25.8K - $34.3K
4.04K $368K
NRZ
New Residential Investment Corp.

Real Estate
13.2K
+ 20.56%
N/A
77.1K $559K
RHI
Robert Half International Inc.

Industrials
506
+ 2.9%
$59.34 - $68.28 $30K - $34.5K
18K $1.21M
EPP
Ishares Inc

ETFs
192
+ 1.32%
$41.3 - $48.84 $7.93K - $9.38K
14.8K $721K
IYC
Ishares U.S. Consumer Discreti

ETFs
452
+ 5.51%
$76.12 - $88.31 $34.4K - $39.9K
8.66K $761K
EQBK
Equity Bancshares Inc

Financial Services
3.4K
+ 4.43%
$34.9 - $34.9 $119K - $119K
80.1K $2.8M
FLIN
Franklin Templeton ETF Tr

ETFs
1.36K
+ 7.38%
$39.24 - $42.42 $53.4K - $57.8K
19.8K $830K
MTRN
Materion Corp

Basic Materials
776
+ 38.49%
$101.87 - $120.55 $79.1K - $93.5K
2.79K $312K
TKC
Turkcell Iletisim Hizmetleri A S

Communication Services
28.8K
+ 19.53%
$6.68 - $8.2 $193K - $236K
176K $1.21M
IVZ
Invesco Ltd.

Financial Services
394
+ 1.17%
$14.85 - $17.74 $5.85K - $6.99K
33.9K $596K
SYF
Synchrony Financial

Financial Services
308
+ 1.04%
$43.77 - $52.22 $13.5K - $16.1K
30.1K $1.5M
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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