Captrust Financial Advisors Purchases in Q3 2025

Captrust Financial Advisors

  • $46.7 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
BEN
Franklin Resources Inc

Financial Services
11.5K
New
$23.13 - $26.03 $265K - $298K
11.5K $264K
IMCB
Ishares Morningstar Mid Cap Et

ETFs
3.19K
New
$79.58 - $83.45 $254K - $266K
3.19K $264K
KEYS
Keysight Technologies, Inc.

Technology
425
+ 2.48%
$158.51 - $178.15 $67.4K - $75.7K
17.6K $3.07M
PII
Polaris Inc.

Consumer Cyclical
419
+ 3.06%
$44.87 - $59.95 $18.8K - $25.1K
14.1K $820K
CCS
Century Communities, Inc.

Consumer Cyclical
4.16K
New
$56.29 - $69.8 $234K - $290K
4.16K $263K
CPK
Chesapeake Utilities Corp

Utilities
1.95K
New
$119.5 - $135.26 $234K - $264K
1.95K $263K
FHN
First Horizon Corp

Financial Services
5.43K
+ 5.45%
$21.16 - $23.23 $115K - $126K
105K $2.37M
INSM
Insmed Inc

Healthcare
194
+ 3.57%
$96.14 - $147.2 $18.7K - $28.6K
5.62K $809K
EXI
Ishares Global Industrials ETF

ETFs
1.52K
New
$164.53 - $172.75 $251K - $263K
1.52K $263K
CSQ
Calamos Strategic Total Return Fund

Financial Services
9.18K
+ 11.31%
$18.02 - $19.56 $165K - $180K
90.4K $1.74M
VFC
V F Corp

Consumer Cyclical
5.9K
+ 9.07%
$11.66 - $15.56 $68.8K - $91.9K
71K $1.02M
MDGL
Madrigal Pharmaceuticals, Inc.

Healthcare
566
New
$287.52 - $458.66 $163K - $260K
566 $259K
LPG
Dorian Lpg Ltd.

Energy
8.67K
New
$24.6 - $32.7 $213K - $283K
8.67K $258K
TECH
Bio Techne Corp

Healthcare
653
+ 1.23%
$49.87 - $58.78 $32.6K - $38.4K
53.6K $2.98M
LUV
Southwest Airlines CO

Industrials
9.19K
+ 12.85%
$29.06 - $37.7 $267K - $346K
80.7K $2.57M
EHC
Encompass Health Corp

Healthcare
1.79K
+ 27.43%
$107.13 - $127.02 $191K - $227K
8.3K $1.05M
SRPT
Sarepta Therapeutics, Inc.

Healthcare
13.2K
New
$11.93 - $21.97 $158K - $291K
13.2K $255K
PTH
Invesco Exchange Traded Fd Tr

ETFs
5.78K
New
$37.13 - $44.08 $215K - $255K
5.78K $254K
PBH
Prestige Consumer Healthcare Inc.

Healthcare
4.08K
New
$61.95 - $80.32 $253K - $328K
4.08K $254K
SHEL
Shell PLC

Energy
1.42K
+ 1.03%
$69.82 - $73.93 $98.8K - $105K
139K $9.91M
DIOD
Diodes Inc

Technology
4.74K
New
$47.17 - $57.76 $223K - $274K
4.74K $252K
OUNZ
Van Eck Merk Gold Trust

ETFs
6.79K
New
$31.49 - $37.19 $214K - $253K
6.79K $252K
AN
Autonation, Inc.

Consumer Cyclical
488
+ 6.77%
$189.27 - $227.18 $92.4K - $111K
7.7K $1.68M
TREX
Trex CO Inc

Industrials
5.64K
+ 36.21%
$50.48 - $68.49 $285K - $386K
21.2K $1.1M
HEZU
Ishares Currency Hedged Msci E

ETFs
5.86K
New
$39.55 - $42.16 $232K - $247K
5.86K $247K
TCBI
Texas Capital Bancshares Inc

Financial Services
2.11K
+ 16.04%
$79.46 - $89.73 $168K - $190K
15.3K $1.29M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
613
+ 1.59%
$82.96 - $95.7 $50.9K - $58.7K
39.2K $3.52M
NHC
National Healthcare Corp

Healthcare
2.02K
New
$94.48 - $126.41 $191K - $255K
2.02K $245K
SPXC
Spx Corp

Industrials
106
+ 0.9%
$168.95 - $204.31 $17.9K - $21.7K
11.9K $2.22M
BIO
Bio Rad Laboratories, Inc.

Healthcare
872
New
$241.95 - $303.82 $211K - $265K
872 $244K
CSR
Centerspace

Real Estate
4.15K
New
$53.18 - $61.09 $220K - $253K
4.15K $244K
BAP
Credicorp LTD

Financial Services
155
+ 3.26%
$220.56 - $278.29 $34.2K - $43.1K
4.91K $1.31M
FFIV
F5, Inc.

Technology
411
+ 10.79%
$290.76 - $334.59 $120K - $138K
4.22K $1.36M
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
2.84K
+ 3.17%
$13.29 - $16.05 $37.7K - $45.5K
92.2K $1.47M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
2.5K
+ 12.74%
$54.35 - $59.32 $136K - $148K
22.1K $1.31M
QDEL
Quidel Ortho Corp

Healthcare
7.9K
+ 65.1%
$22.81 - $31.57 $180K - $250K
20K $590K
CHE
Chemed Corp

Healthcare
742
+ 31.57%
$412.3 - $483.92 $306K - $359K
3.09K $1.38M
FBHS
Fortune Brands Home & Security, Inc.

Industrials
3.7K
+ 13.69%
N/A
30.7K $1.99M
AIT
Applied Industrial Technologies Inc

Industrials
699
+ 35.45%
$242.14 - $275.72 $169K - $193K
2.67K $697K
SANM
Sanmina Corp

Technology
1.01K
+ 14.09%
$95.79 - $123.84 $96.4K - $125K
8.15K $937K
APA
Apa Corp

Energy
1.39K
+ 4.06%
$18.06 - $24.69 $25K - $34.2K
35.5K $862K
JOBY
Joby Aviation, Inc.

Industrials
6.86K
+ 30.0%
$9.81 - $20.39 $67.2K - $140K
29.7K $479K
TLRY
Tilray Brands, Inc.

Healthcare
49.7K
+ 43.4%
$0.42 - $1.85 $20.9K - $92K
164K $284K
AXSM
Axsome Therapeutics, Inc.

Healthcare
967
+ 13.83%
$100.39 - $129.29 $97.1K - $125K
7.96K $966K
RNR
Renaissancere Holdings LTD

Financial Services
659
+ 10.6%
$231.95 - $253.93 $153K - $167K
6.87K $1.75M
AEO
American Eagle Outfitters Inc

Consumer Cyclical
13.7K
New
$9.83 - $19.88 $135K - $272K
13.7K $234K
KBWB
Invesco ETF Tr Ii Kbw Bank ETF

ETFs
67
+ 0.19%
$71.75 - $79.74 $4.81K - $5.34K
34.8K $2.73M
IHI
Ishares Tr Dow Jones Us Medica

ETFs
4.79K
+ 22.81%
$59.29 - $62.87 $284K - $301K
25.8K $1.55M
CLSK
Cleanspark, Inc.

Technology
16K
New
$9.08 - $14.87 $145K - $238K
16K $232K
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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