Creative Planning Incresed Positions in Q3 2024

Creative Planning

  • $101 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
OMEX
Odyssey Marine Exploration Inc

Industrials
6K
+ 60.0%
$0.5 - $5.36 $3K - $32.2K
16K $13K
WDS
Woodside Energy Group LTD

Energy
6.4K
+ 6.94%
$15.64 - $20.01 $100K - $128K
98.6K $1.7M
TGI
Triumph Group Inc

Industrials
412
+ 2.51%
$12.62 - $17.51 $5.2K - $7.21K
16.8K $217K
SBR
Sabine Royalty Trust

Energy
150
+ 0.96%
$59.42 - $67.35 $8.91K - $10.1K
15.7K $970K
STAA
Staar Surgical CO

Healthcare
408
+ 7.97%
$29.97 - $47.42 $12.2K - $19.3K
5.52K $205K
CMRE
Costamare Inc.

Industrials
32
+ 0.06%
$12.85 - $16.97 $411 - $543
55.1K $866K
GUT
Gabelli Utility Trust

Financial Services
86
+ 0.15%
$5.2 - $6.16 $447 - $530
59K $306K
SLQT
Select Quote, Inc.

Financial Services
6.15K
+ 6.55%
$1.83 - $4.32 $11.3K - $26.6K
100K $217K
CMPR
Cimpress PLC

Communication Services
15
+ 0.2%
$80.04 - $101.04 $1.2K - $1.52K
7.51K $614K
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
18.6K
+ 5.19%
$11.38 - $14.48 $211K - $269K
376K $4.76M
IEO
Ishares Tr

ETFs
293
+ 3.27%
$88.52 - $101.16 $25.9K - $29.6K
9.27K $847K
IRBO
Ishares Robotics & Artificial

ETFs
178
+ 0.35%
$30.09 - $34.95 $5.36K - $6.22K
50.9K $1.63M
SEAT
Vivid Seats Inc.

Communication Services
2.26K
+ 8.02%
$3.58 - $5.68 $8.09K - $12.8K
30.5K $112K
BIGC
Big Commerce Holdings, Inc.

Technology
381
+ 1.6%
$5.45 - $8.4 $2.08K - $3.2K
24.1K $141K
BRZE
Braze, Inc.

Technology
2.97K
+ 12.84%
$32.31 - $45.88 $95.9K - $136K
26.1K $842K
MHLD
Maiden Holdings, Ltd.

Financial Services
300
+ 0.15%
$1.49 - $2.12 $447 - $636
198K $350K
VAL
Valaris LTD

Energy
1.75K
+ 20.36%
$53.76 - $79.98 $94.1K - $140K
10.4K $577K
XLK
Technology Sector Spdr

ETFs
125
+ 0.06%
$197.34 - $237.68 $24.7K - $29.7K
201K $45.3M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
552
+ 0.36%
$85.84 - $85.84 $47.4K - $47.4K
152K $13M
IRWD
Ironwood Pharmaceuticals Inc

Healthcare
4.75K
+ 12.7%
$3.93 - $7.04 $18.7K - $33.4K
42.2K $173K
DLX
Deluxe Corp

Communication Services
327
+ 1.24%
$18.84 - $24.59 $6.16K - $8.04K
26.7K $520K
ITOS
I Teos Therapeutics, Inc.

Healthcare
1.2K
+ 6.49%
$10.09 - $17.97 $12.1K - $21.5K
19.6K $200K
INTU
Intuit Inc

Technology
2.84K
+ 5.59%
$602.97 - $670.49 $1.71M - $1.9M
53.6K $33.3M
NTR
Nutrien Ltd.

Basic Materials
473
+ 1.31%
$45.26 - $52.2 $21.4K - $24.7K
36.5K $1.76M
CDLX
Cardlytics, Inc.

Communication Services
7.72K
+ 35.39%
$2.96 - $9.15 $22.9K - $70.6K
29.5K $94K
NBIX
Neurocrine Biosciences Inc

Healthcare
1.43K
+ 12.32%
$114.58 - $153.15 $163K - $218K
13K $1.5M
ATKR
Atkore Inc.

Industrials
2.07K
+ 37.12%
$82.81 - $152.57 $172K - $316K
7.66K $648K
KD
Kyndryl Holdings, Inc.

Technology
1.38K
+ 3.33%
$21.78 - $27.63 $30.1K - $38.2K
43K $988K
BITO
Proshares Tr Bitcoin Strategy

ETFs
187
+ 0.55%
$16.19 - $23.88 $3.03K - $4.47K
34.4K $660K
BPMC
Blueprint Medicines Corp

Healthcare
843
+ 6.83%
$84.1 - $120.5 $70.9K - $102K
13.2K $1.22M
CGNX
Cognex Corp

Technology
512
+ 2.39%
$36.85 - $52.91 $18.9K - $27.1K
21.9K $887K
DECK
Deckers Outdoor Corp

Consumer Cyclical
25K
+ 492.5%
$150.73 - $974.56 $3.77M - $24.4M
30.1K $4.8M
PGNY
Progyny, Inc.

Healthcare
369
+ 3.49%
$16.46 - $30.0 $6.07K - $11.1K
10.9K $183K
RRC
Range Resources Corp

Energy
1.09K
+ 1.96%
$27.91 - $34.84 $30.4K - $37.9K
56.7K $1.75M
PCAR
Paccar Inc

Industrials
1.92K
+ 2.64%
$91.64 - $109.98 $176K - $211K
74.7K $7.37M
OGN
Organon & Co.

Healthcare
90
+ 0.11%
$18.65 - $23.03 $1.68K - $2.07K
83.7K $1.6M
MUR
Murphy Oil Corp

Energy
4.12K
+ 11.17%
$32.79 - $42.32 $135K - $174K
41K $1.38M
IONS
Ionis Pharmaceuticals Inc

Healthcare
1.52K
+ 5.67%
$40.06 - $51.86 $61K - $78.9K
28.4K $1.14M
MGM
Mgm Resorts International

Consumer Cyclical
6.04K
+ 8.43%
$34.07 - $46.78 $206K - $283K
77.7K $3.04M
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
7.24K
+ 6.67%
$11.03 - $18.11 $79.8K - $131K
116K $1.3M
AI
C3.Ai, Inc.

Technology
3.71K
+ 7.02%
$21.12 - $30.58 $78.4K - $114K
56.6K $1.37M
CPRT
Copart Inc

Consumer Cyclical
1.65K
+ 1.18%
$49.19 - $55.54 $81K - $91.4K
142K $7.42M
C
Citigroup Inc

Financial Services
2.37K
+ 0.63%
$56.11 - $67.61 $133K - $160K
381K $23.9M
WDC
Western Digital Corp

Technology
1.84K
+ 4.52%
$56.25 - $80.24 $103K - $147K
42.4K $2.9M
HES
Hess Corp

Energy
241
+ 1.26%
$126.3 - $155.44 $30.4K - $37.5K
19.4K $2.63M
CIVI
Civitas Resources, Inc.

Energy
645
+ 5.27%
$49.47 - $72.73 $31.9K - $46.9K
12.9K $652K
MDGL
Madrigal Pharmaceuticals, Inc.

Healthcare
87
+ 2.71%
$212.22 - $292.96 $18.5K - $25.5K
3.3K $700K
HAL
Halliburton CO

Energy
18.4K
+ 11.86%
$27.81 - $36.44 $512K - $670K
174K $5.04M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
458
+ 0.55%
$42.59 - $60.56 $19.5K - $27.7K
83.3K $4.21M
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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