Captrust Financial Advisors Purchases in Q3 2025

Captrust Financial Advisors

  • $46.7 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
HWC
Hancock Whitney Corp

Financial Services
1.36K
+ 6.58%
$57.63 - $64.31 $78.1K - $87.1K
21.9K $1.37M
NTLA
Intellia Therapeutics, Inc.

Healthcare
11.1K
New
$9.88 - $17.76 $110K - $198K
11.1K $192K
NTES
Net Ease, Inc.

Communication Services
431
+ 6.01%
$127.31 - $159.34 $54.9K - $68.7K
7.6K $1.16M
MUSA
Murphy Usa Inc.

Consumer Cyclical
526
+ 70.13%
$361.83 - $435.43 $190K - $229K
1.28K $495K
FPE
First Tr Pfd Secs & Income ETF

ETFs
5.3K
+ 2.51%
$17.81 - $18.39 $94.4K - $97.4K
216K $3.94M
FELE
Franklin Electric CO Inc

Industrials
128
+ 0.4%
$89.51 - $99.6 $11.5K - $12.7K
32.5K $3.09M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
499
+ 1.13%
$42.26 - $47.16 $21.1K - $23.5K
44.8K $2.08M
AGNC
Agnc Investment Corp.

Real Estate
14.2K
+ 18.39%
$9.2 - $10.37 $131K - $147K
91.3K $894K
NTRS
Northern Trust Corp

Financial Services
633
+ 4.91%
$123.6 - $134.6 $78.2K - $85.2K
13.5K $1.82M
BXMT
Blackstone Mortgage Trust, Inc.

Real Estate
11.5K
+ 37.56%
$18.41 - $20.12 $211K - $231K
42K $773K
BTI
British American Tobacco P.L.C.

Consumer Defensive
343
+ 1.19%
$46.69 - $59.27 $16K - $20.3K
29.2K $1.55M
PBT
Permian Basin Royalty Trust

Energy
1K
+ 3.49%
$12.46 - $18.83 $12.5K - $18.8K
29.7K $541K
VTWO
Vanguard Russell 2000 ETF

ETFs
86
+ 0.52%
$86.92 - $99.32 $7.48K - $8.54K
16.7K $1.63M
OSK
Oshkosh Corp

Industrials
9
+ 0.08%
$118.16 - $143.44 $1.06K - $1.29K
11.2K $1.45M
TMHC
Taylor Morrison Home Corp

Consumer Cyclical
2.26K
+ 31.24%
$59.28 - $71.9 $134K - $162K
9.49K $626K
WWD
Woodward, Inc.

Industrials
609
+ 17.13%
$237.33 - $266.1 $145K - $162K
4.16K $1.05M
PAAS
Pan American Silver Corp

Basic Materials
1.68K
+ 15.26%
$27.02 - $38.81 $45.4K - $65.2K
12.7K $491K
WK
Workiva Inc

Technology
1.37K
+ 40.39%
$63.83 - $86.08 $87.7K - $118K
4.78K $411K
GPS
Gap Inc

Consumer Cyclical
8.86K
+ 23.86%
N/A
46K $926K
BMO
Bank Of Montreal

Financial Services
118
+ 1.43%
$110.44 - $130.66 $13K - $15.4K
8.35K $1.09M
ETY
Eaton Vance Tax Managed Diversified Equity Income Fund

Financial Services
10.7K
+ 75.47%
$15.5 - $16.01 $166K - $172K
24.9K $396K
VLY
Valley National Bancorp

Financial Services
8.66K
+ 17.01%
$9.18 - $11.1 $79.5K - $96.2K
59.6K $631K
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
969
+ 5.26%
$87.07 - $93.06 $84.4K - $90.2K
19.4K $1.78M
TRU
Trans Union

Industrials
2.29K
+ 49.73%
$83.78 - $99.22 $192K - $228K
6.9K $578K
ACHR
Archer Aviation Inc.

Industrials
18K
New
$8.25 - $13.4 $148K - $241K
18K $171K
FPX
First Trust Us Equity Opportun

ETFs
4
+ 0.05%
$141.57 - $166.21 $566 - $665
7.96K $1.32M
RRX
Regal Rexnord Corp

Industrials
1.27K
+ 15.53%
$137.95 - $159.91 $175K - $203K
9.45K $1.36M
EMN
Eastman Chemical CO

Basic Materials
7.26K
+ 29.17%
$58.79 - $81.56 $427K - $592K
32.1K $2.03M
FHB
First Hawaiian, Inc.

Financial Services
6.85K
+ 70.59%
$23.66 - $26.43 $162K - $181K
16.6K $411K
OII
Oceaneering International Inc

Energy
3.89K
+ 21.75%
$20.47 - $25.66 $79.7K - $99.9K
21.8K $539K
PLXS
Plexus Corp

Technology
334
+ 2.59%
$118.29 - $145.34 $39.5K - $48.5K
13.2K $1.92M
SERA
Sera Prognostics, Inc.

Healthcare
59
+ 0.01%
$2.23 - $3.41 $132 - $201
602K $1.84M
ATR
Aptargroup, Inc.

Healthcare
2.17K
+ 40.37%
$130.82 - $161.82 $283K - $351K
7.53K $1.01M
GATX
Gatx Corp

Industrials
227
+ 3.79%
$149.23 - $176.97 $33.9K - $40.2K
6.21K $1.09M
SIGI
Selective Insurance Group Inc

Financial Services
2.78K
+ 26.35%
$75.0 - $90.91 $208K - $253K
13.3K $1.08M
CVLT
Commvault Systems Inc

Technology
777
+ 63.12%
$163.43 - $195.41 $127K - $152K
2.01K $379K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
2.24K
+ 19.14%
$53.81 - $57.52 $120K - $129K
13.9K $801K
AVNS
Avanos Medical, Inc.

Healthcare
14.2K
New
$9.89 - $12.72 $141K - $181K
14.2K $164K
DDOG
Datadog, Inc.

Technology
157
+ 0.89%
$124.52 - $155.15 $19.5K - $24.4K
17.7K $2.52M
DORM
Dorman Products, Inc.

Consumer Cyclical
347
+ 10.85%
$119.13 - $166.34 $41.3K - $57.7K
3.55K $552K
CVNA
Carvana Co.

Consumer Cyclical
175
+ 7.58%
$326.09 - $392.66 $57.1K - $68.7K
2.48K $937K
EYE
National Vision Holdings, Inc.

Consumer Cyclical
3.01K
+ 26.22%
$21.94 - $29.24 $66K - $87.9K
14.5K $422K
LFUS
Littelfuse Inc

Technology
210
+ 6.55%
$228.23 - $271.17 $47.9K - $56.9K
3.42K $885K
TTE
Total Energies Se

Energy
2.29K
+ 2.05%
N/A
114K $7.84M
CIFR
Cipher Mining Inc.

Financial Services
2.21K
+ 13.39%
$4.72 - $14.15 $10.4K - $31.3K
18.7K $235K
CMA
Comerica Inc

Financial Services
763
+ 6.43%
$60.93 - $71.05 $46.5K - $54.2K
12.6K $865K
FUL
Fuller H B CO

Basic Materials
2.7K
+ 75.42%
$55.6 - $64.06 $150K - $173K
6.28K $372K
BWFG
Bankwell Financial Group, Inc.

Financial Services
97
+ 0.58%
$36.84 - $45.99 $3.57K - $4.46K
16.8K $759K
BOOT
Boot Barn Holdings, Inc.

Consumer Cyclical
330
+ 4.48%
$156.24 - $190.88 $51.6K - $63K
7.69K $1.27M
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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