Captrust Financial Advisors Purchases in Q3 2025

Captrust Financial Advisors

  • $46.7 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
GENI
Genius Sports LTD

Communication Services
33.3K
New
$9.74 - $13.55 $325K - $452K
33.3K $412K
GMAB
Genmab A/S

Healthcare
5.94K
+ 26.47%
$20.3 - $30.67 $121K - $182K
28.4K $870K
NTRA
Natera, Inc.

Healthcare
3.18K
+ 23.95%
$133.66 - $181.11 $425K - $576K
16.5K $2.65M
BMRN
Biomarin Pharmaceutical Inc

Healthcare
8.06K
+ 20.45%
$52.62 - $61.93 $424K - $499K
47.5K $2.57M
BNL
Broadstone Net Lease, Inc.

Real Estate
340
+ 0.16%
$15.75 - $18.78 $5.36K - $6.39K
218K $3.9M
NUW
Nuveen Amt Free Municipal Value Fund

Financial Services
23.3K
+ 10.48%
$13.53 - $14.11 $316K - $329K
246K $3.45M
LDOS
Leidos Holdings, Inc.

Technology
456
+ 4.53%
$159.2 - $188.96 $72.6K - $86.2K
10.5K $1.99M
MATW
Matthews International Corp

Industrials
16.5K
New
$23.04 - $25.89 $380K - $427K
16.5K $400K
PTC
Ptc Inc.

Technology
405
+ 3.91%
$173.07 - $216.53 $70.1K - $87.7K
10.8K $2.18M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
5.07K
+ 20.29%
$70.85 - $76.96 $359K - $390K
30K $2.28M
PPA
Invesco Exchange Traded Fd Tr

ETFs
1.62K
+ 15.83%
$139.82 - $155.45 $226K - $251K
11.8K $1.84M
NYT
New York Times CO

Communication Services
6.32K
+ 31.63%
$51.43 - $61.95 $325K - $392K
26.3K $1.51M
HLIO
Helios Technologies, Inc.

Industrials
2.64K
+ 19.7%
$34.16 - $55.89 $90.1K - $147K
16K $835K
HSBC
Hsbc Holdings PLC

Financial Services
2.11K
+ 8.94%
$60.27 - $70.98 $127K - $149K
25.7K $1.82M
DNL
Wiswisdomtree Tr

ETFs
8.47K
+ 4.11%
$38.31 - $41.06 $325K - $348K
215K $8.7M
POR
Portland General Electric CO

Utilities
7.99K
+ 75.76%
$39.73 - $44.0 $317K - $352K
18.5K $815K
U
Unity Software Inc.

Technology
844
+ 3.78%
$24.01 - $46.53 $20.3K - $39.3K
23.2K $927K
GL
Globe Life Inc.

Financial Services
722
+ 4.83%
$117.6 - $146.55 $84.9K - $106K
15.7K $2.24M
IBB
Ishares Biotechnology ETF

ETFs
334
+ 1.79%
$127.63 - $144.37 $42.6K - $48.2K
19K $2.75M
AXON
Axon Enterprise, Inc.

Industrials
2.55K
+ 19.4%
$698.02 - $870.97 $1.78M - $2.22M
15.7K $11.2M
QSR
Restaurant Brands International Inc.

Consumer Cyclical
6.19K
+ 71.5%
$61.86 - $71.34 $383K - $442K
14.8K $952K
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
6.51K
+ 6.45%
$49.05 - $49.99 $319K - $326K
107K $5.35M
BSCU
Invesco Exc Self Ind Tr

ETFs
21.6K
+ 19.23%
$16.67 - $17.03 $360K - $368K
134K $2.26M
XLG
Invesco Exchange Traded Fd Tr

ETFs
3.37K
+ 10.0%
$51.78 - $57.89 $175K - $195K
37.1K $2.13M
MCY
Mercury General Corp

Financial Services
4.44K
New
$65.82 - $84.78 $292K - $376K
4.44K $376K
GDLC
Grayscale Digital Large Cap Fund LLC

ETFs
6.81K
New
$46.93 - $58.5 $319K - $398K
6.81K $375K
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
6.49K
+ 29.46%
$41.34 - $45.65 $268K - $296K
28.5K $1.29M
SXI
Standex International Corp

Industrials
566
+ 12.37%
$154.17 - $214.67 $87.3K - $122K
5.14K $1.09M
GCOR
Goldman Sachs ETF Tr Access U

ETFs
7.24K
+ 4.92%
$40.74 - $41.99 $295K - $304K
154K $6.45M
PVBC
Provident Bancorp, Inc.

Financial Services
29.5K
New
$12.14 - $12.97 $358K - $382K
29.5K $367K
SF
Stifel Financial Corp

Financial Services
1.09K
+ 4.32%
$105.26 - $116.4 $115K - $127K
26.3K $2.98M
KRP
Kimbell Royalty Partners, LP

Energy
27.1K
New
$13.08 - $15.06 $355K - $409K
27.1K $366K
DT
Dynatrace, Inc.

Technology
9.06K
+ 83.76%
$46.04 - $56.64 $417K - $513K
19.9K $962K
ACIW
Aci Worldwide, Inc.

Technology
5.38K
+ 45.94%
$40.74 - $52.9 $219K - $284K
17.1K $901K
VTWV
Vanguard Russell 2000 Value Et

ETFs
782
+ 5.42%
$138.45 - $158.63 $108K - $124K
15.2K $2.37M
ATO
Atmos Energy Corp

Utilities
36
+ 0.17%
$151.51 - $170.75 $5.45K - $6.15K
21.4K $3.66M
G
Genpact LTD

Technology
9.04K
+ 101.72%
$41.06 - $46.13 $371K - $417K
17.9K $750K
IOT
Samsara Inc.

Technology
10.5K
+ 80.67%
$32.22 - $42.09 $339K - $443K
23.6K $878K
SCCO
Southern Copper Corp

Basic Materials
1.88K
+ 29.57%
$90.54 - $121.36 $171K - $229K
8.26K $1M
SPXL
Direxion Daily S&P 500 Bull 3 X

ETFs
1.68K
New
$173.23 - $213.34 $291K - $358K
1.68K $355K
OMF
One Main Holdings, Inc.

Financial Services
6.34K
+ 91.94%
$55.61 - $62.61 $353K - $397K
13.2K $747K
MPW
Medical Properties Trust Inc

Real Estate
54.3K
+ 53.77%
$3.98 - $5.13 $216K - $278K
155K $787K
XLP
Consumer Staples Sector Spdr

ETFs
4.59K
+ 2.59%
N/A
182K $13.8M
AR
Antero Resources Corp

Energy
19.2K
+ 43.56%
$29.87 - $37.66 $575K - $725K
63.4K $2.13M
HST
Host Hotels & Resorts, Inc.

Real Estate
14.8K
+ 25.41%
$15.27 - $17.68 $226K - $262K
73.2K $1.25M
NWE
Northwestern Corp

Utilities
4.65K
+ 45.29%
$51.58 - $58.61 $240K - $273K
14.9K $874K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
519
+ 13.8%
$275.84 - $326.36 $143K - $169K
4.28K $1.4M
WTRG
Essential Utilities, Inc.

Utilities
7.09K
+ 30.48%
$36.73 - $39.9 $260K - $283K
30.3K $1.21M
IFF
International Flavors & Fragrances Inc

Basic Materials
8.3K
+ 59.87%
$60.3 - $77.46 $500K - $643K
22.2K $1.36M
Activity Summary
Buys All Purchases 1526 New Holdings 239 Increased Positions 1287 Sells All Sells 981 Reductions 981 Sold out 0 Options Calls 0 Puts 0
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