Capital Advisors, Ltd. LLC Purchases in Q3 2025

Capital Advisors, Ltd. LLC

  • $885 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
CLX
Clorox CO

Consumer Defensive
95
+ 146.15%
$117.67 - $131.43 $11.2K - $12.5K
160 $20K
AMRK
A Mark Precious Metals, Inc.

Financial Services
448
+ 746.67%
$20.57 - $27.69 $9.22K - $12.4K
508 $13K
HUN
Huntsman Corp

Basic Materials
1.29K
New
$8.87 - $12.07 $11.4K - $15.5K
1.29K $12K
OUSM
Alps ETF Tr Oshares U S Small

ETFs
5
+ 0.07%
$42.79 - $45.73 $214 - $229
7.23K $324K
LEN
Lennar Corp

Consumer Cyclical
73
+ 33.8%
$107.73 - $142.4 $7.86K - $10.4K
289 $36K
GIS
General Mills Inc

Consumer Defensive
241
+ 71.94%
$48.44 - $53.83 $11.7K - $13K
576 $29K
BETZ
Listed Fds Trroundhill Sports
460
+ 28.54%
N/A
2.07K $49K
TJX
Tjx Companies Inc

Consumer Cyclical
5
+ 1.01%
$121.35 - $144.54 $607 - $723
498 $72K
CRM
Salesforce, Inc.

Technology
175
+ 20.76%
$231.66 - $273.65 $40.5K - $47.9K
1.02K $241K
GE
General Electric CO

Industrials
2
+ 0.83%
$244.75 - $305.63 $490 - $611
243 $73K
Ge Vernova Inc
11
+ 21.15%
N/A
63 $39K
ROST
Ross Stores, Inc.

Consumer Cyclical
1
+ 0.21%
$127.59 - $152.81 $128 - $153
468 $71K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
9
+ 0.23%
$101.12 - $106.18 $910 - $956
3.85K $396K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
17
New
$534.91 - $598.71 $9.09K - $10.2K
17 $10K
UAE
Ishares Tr Ishares Msci Uae Et

ETFs
525
+ 64.81%
$18.6 - $20.35 $9.77K - $10.7K
1.34K $25K
VGIT
Vanguard Intermediate Term Tre

ETFs
168
+ 116.67%
$58.97 - $60.36 $9.91K - $10.1K
312 $19K
ARKX
Ark ETF Tr Ark Space Expl & In

ETFs
300
+ 100.0%
$23.39 - $28.55 $7.02K - $8.57K
600 $17K
JBSS
Sanfilippo John B & Son Inc

Consumer Defensive
138
New
$62.21 - $69.26 $8.58K - $9.56K
138 $9K
BIIB
Biogen Inc.

Healthcare
52
+ 28.89%
$122.68 - $148.84 $6.38K - $7.74K
232 $32K
SMDV
Proshares Tr Russell 2000 Divi

ETFs
2
+ 0.04%
$63.98 - $69.04 $128 - $138
4.95K $330K
CPB
Campbell Soup CO

Consumer Defensive
234
+ 2340.0%
$30.41 - $34.03 $7.12K - $7.96K
244 $8K
ASH
Ashland Global Holdings Inc

Basic Materials
183
+ 102.81%
$47.62 - $56.6 $8.71K - $10.4K
361 $17K
YORW
York Water CO

Utilities
271
+ 1594.12%
$30.13 - $32.4 $8.17K - $8.78K
288 $9K
OLN
Olin Corp

Basic Materials
263
New
$18.23 - $26.93 $4.79K - $7.08K
263 $7K
LNC
Lincoln National Corp

Financial Services
11
+ 1.07%
$33.37 - $43.29 $367 - $476
1.04K $42K
VZ
Verizon Communications Inc

Communication Services
125
+ 4.17%
$40.84 - $45.06 $5.11K - $5.63K
3.12K $137K
AEE
Ameren Corp

Utilities
1
+ 0.12%
$95.0 - $104.38 $95 - $104
851 $89K
PLD
Prologis, Inc.

Real Estate
2
+ 0.31%
$104.08 - $115.35 $208 - $231
652 $75K
NXST
Nexstar Media Group, Inc.

Communication Services
35
New
$176.71 - $211.31 $6.18K - $7.4K
35 $7K
AJG
Arthur J. Gallagher & Co.

Financial Services
19
+ 100.0%
$284.17 - $319.49 $5.4K - $6.07K
38 $12K
NWN
Northwest Natural Holding CO

Utilities
19
+ 1.88%
$39.48 - $44.93 $750 - $854
1.03K $46K
ADM
Archer Daniels Midland CO

Consumer Defensive
4
+ 0.51%
$53.54 - $64.21 $214 - $257
784 $47K
WFRD
Weatherford International PLC

Energy
84
+ 646.15%
$52.14 - $69.61 $4.38K - $5.85K
97 $7K
CE
Celanese Corp

Basic Materials
181
+ 212.94%
$39.94 - $62.39 $7.23K - $11.3K
266 $11K
POR
Portland General Electric CO

Utilities
97
+ 44.09%
$39.73 - $44.0 $3.85K - $4.27K
317 $14K
DD
Du Pont De Nemours, Inc.

Basic Materials
1
+ 0.18%
$69.9 - $78.26 $69.9 - $78.3
546 $42K
MMM
3 M CO

Industrials
2
+ 0.14%
$144.41 - $160.2 $289 - $320
1.45K $224K
PMT
Penny Mac Mortgage Investment Trust

Real Estate
329
+ 304.63%
$11.79 - $13.23 $3.88K - $4.35K
437 $5K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
59
+ 1.51%
$50.82 - $51.09 $3K - $3.01K
3.97K $203K
AAL
American Airlines Group Inc.

Industrials
377
+ 41.47%
N/A
1.29K $14K
James Hardie Inds PLC
198
New
N/A
198 $4K
USB
Us Bancorp \De\

Financial Services
2
+ 0.16%
$43.94 - $50.41 $87.9 - $101
1.26K $61K
UTHR
United Therapeutics Corp

Healthcare
11
+ 550.0%
$274.7 - $438.75 $3.02K - $4.83K
13 $5K
EMN
Eastman Chemical CO

Basic Materials
91
+ 41.94%
$58.79 - $81.56 $5.35K - $7.42K
308 $19K
SUPN
Supernus Pharmaceuticals, Inc.

Healthcare
21
+ 13.82%
$31.45 - $47.79 $660 - $1K
173 $8K
KEY
Keycorp

Financial Services
10
+ 0.39%
$17.37 - $19.39 $174 - $194
2.58K $48K
IQV
Iqvia Holdings Inc.

Healthcare
6
+ 17.65%
$157.68 - $200.82 $946 - $1.2K
40 $8K
EPD
Enterprise Products Partners L.P.

Energy
31
+ 0.33%
$30.74 - $32.14 $953 - $996
9.32K $291K
PBP
Invesco Exchange Traded Fd Tr

ETFs
16
+ 0.21%
$21.75 - $22.26 $348 - $356
7.54K $167K
Activity Summary
Buys All Purchases 321 New Holdings 56 Increased Positions 265 Sells All Sells 212 Reductions 212 Sold out 0 Options Calls 0 Puts 0
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