Captrust Financial Advisors Purchases in Q3 2025

Captrust Financial Advisors

  • $46.7 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
ARKQ
Ark Autonomous Technology & Ro

ETFs
538
+ 12.76%
$86.2 - $111.56 $46.4K - $60K
4.75K $530K
HEI
Heico Corp

Industrials
547
+ 13.17%
$304.5 - $337.56 $167K - $185K
4.7K $1.52M
MOD
Modine Manufacturing CO

Consumer Cyclical
446
+ 21.32%
$90.02 - $158.57 $40.1K - $70.7K
2.54K $360K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
2.75K
+ 6.51%
$49.78 - $50.75 $137K - $140K
45K $2.28M
HRB
H&R Block Inc

Consumer Cyclical
3.47K
+ 67.45%
$49.28 - $56.76 $171K - $197K
8.61K $435K
CZR
Caesars Entertainment, Inc.

Consumer Cyclical
6.41K
+ 43.97%
$24.0 - $31.51 $154K - $202K
21K $567K
ECVT
Ecovyst Inc.

Basic Materials
17.4K
New
$7.6 - $9.37 $132K - $163K
17.4K $151K
POWL
Powell Industries Inc

Industrials
187
+ 18.53%
$205.47 - $304.3 $38.4K - $56.9K
1.2K $363K
AAL
American Airlines Group Inc.

Industrials
13.5K
+ 25.79%
N/A
65.9K $727K
MTBC
Care Cloud, Inc.

Healthcare
49.1K
New
N/A
49.1K $149K
APLE
Apple Hospitality Reit, Inc.

Real Estate
12.4K
New
$11.53 - $13.17 $143K - $163K
12.4K $148K
CCK
Crown Holdings Inc

Consumer Cyclical
3.24K
+ 12.46%
$92.19 - $108.12 $299K - $350K
29.2K $2.82M
TQQQ
Proshares Ultrapro Qqq

ETFs
614
+ 15.03%
$80.89 - $104.72 $49.7K - $64.3K
4.7K $485K
SAMT
Advisors Inn.Circle Fd Iii Str
2.04K
+ 8.26%
$33.7 - $37.35 $68.7K - $76.1K
26.7K $995K
MIR
Mirion Technologies, Inc.

Industrials
5.45K
+ 53.39%
$19.79 - $24.6 $108K - $134K
15.7K $364K
GHC
Graham Holdings CO

Consumer Defensive
70
+ 26.52%
$882.65 - $1184.8 $61.8K - $82.9K
334 $393K
JPIB
Jpmorgan International Bond Op

ETFs
1.51K
+ 0.89%
$48.32 - $49.13 $73.2K - $74.4K
172K $8.44M
GBCI
Glacier Bancorp, Inc.

Financial Services
155
+ 0.64%
$42.86 - $50.13 $6.64K - $7.77K
24.4K $1.19M
ALB
Albemarle Corp

Basic Materials
535
+ 9.97%
$62.9 - $88.1 $33.7K - $47.1K
5.9K $478K
CIVI
Civitas Resources, Inc.

Energy
3.16K
+ 39.73%
$27.85 - $37.37 $87.9K - $118K
11.1K $360K
LBRT
Liberty Energy Inc.

Energy
11.5K
New
$10.02 - $13.25 $115K - $153K
11.5K $142K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
222
+ 0.68%
$42.67 - $46.91 $9.47K - $10.4K
32.7K $1.53M
RLY
Ssga Active ETF Tr

ETFs
993
+ 1.6%
$29.22 - $30.91 $29K - $30.7K
63.2K $1.95M
ENSG
Ensign Group, Inc

Healthcare
42
+ 0.58%
$136.36 - $174.12 $5.73K - $7.31K
7.26K $1.26M
DHT
Dht Holdings, Inc.

Energy
11.7K
New
$10.72 - $12.95 $125K - $151K
11.7K $139K
KD
Kyndryl Holdings, Inc.

Technology
17.5K
+ 54.04%
$28.94 - $43.41 $507K - $760K
49.9K $1.5M
TLK
Perusahaan Perseroan Persero Pt Telekomunikasi Indonesia Tbk

Communication Services
3.46K
+ 8.84%
$16.23 - $20.39 $56.1K - $70.5K
42.6K $800K
RMT
Royce Micro Cap Trust, Inc.

Financial Services
1.71K
+ 1.63%
$9.2 - $10.5 $15.8K - $18K
107K $1.11M
BRP
Brp Group, Inc.

Financial Services
3.4K
+ 42.89%
N/A
11.3K $452K
TNL
Travel & Leisure Co.

Consumer Cyclical
369
+ 2.57%
$53.72 - $63.45 $19.8K - $23.4K
14.7K $876K
BDN
Brandywine Realty Trust

Real Estate
32.3K
New
$3.81 - $4.58 $123K - $148K
32.3K $134K
KNTK
Kinetik Holdings Inc.

Energy
3.23K
+ 67.15%
$39.73 - $46.35 $128K - $150K
8.03K $343K
PSLV
Sprott Physical Silver Trust

Financial Services
4.47K
+ 24.72%
$12.24 - $15.73 $54.7K - $70.2K
22.5K $353K
USPH
U S Physical Therapy Inc

Healthcare
17
+ 0.09%
$69.98 - $88.52 $1.19K - $1.5K
19.5K $1.65M
MTH
Meritage Homes Corp

Consumer Cyclical
1.58K
+ 51.96%
$67.34 - $82.83 $106K - $130K
4.61K $333K
BFAM
Bright Horizons Family Solutions Inc.

Consumer Cyclical
3.26K
+ 21.88%
$107.28 - $125.1 $350K - $408K
18.2K $1.97M
NTST
Netstreit Corp.

Real Estate
5.86K
+ 27.02%
$16.82 - $18.96 $98.5K - $111K
27.5K $497K
TENB
Tenable Holdings, Inc.

Technology
6.17K
+ 57.05%
$28.58 - $35.46 $176K - $219K
17K $495K
ALE
Allete Inc

Utilities
415
+ 0.95%
$62.45 - $66.45 $25.9K - $27.6K
44K $2.92M
FIBK
First Interstate Bancsystem Inc

Financial Services
3.33K
+ 44.39%
$28.41 - $33.84 $94.7K - $113K
10.8K $345K
PAVE
Global X Fds Us Infrastructure

ETFs
1.38K
+ 8.96%
$44.02 - $47.63 $60.9K - $65.9K
16.8K $801K
HOLX
Hologic Inc

Healthcare
1.37K
+ 8.58%
$63.26 - $68.98 $86.5K - $94.3K
17.3K $1.17M
XAR
Spdr S&P Aerospace & Defense E

ETFs
224
+ 7.06%
$205.52 - $234.96 $46K - $52.6K
3.4K $797K
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
3.27K
+ 7.26%
$14.53 - $17.13 $47.5K - $56K
48.3K $808K
ABCB
Ameris Bancorp

Financial Services
1.02K
+ 16.63%
$65.68 - $76.41 $66.9K - $77.8K
7.14K $523K
JAZZ
Jazz Pharmaceuticals PLC

Healthcare
62
+ 1.34%
$105.93 - $131.8 $6.57K - $8.17K
4.68K $616K
NJR
New Jersey Resources Corp

Utilities
1.55K
+ 9.92%
$45.05 - $48.15 $69.7K - $74.5K
17.1K $825K
PODD
Insulet Corp

Healthcare
484
+ 11.28%
$277.3 - $352.82 $134K - $171K
4.77K $1.47M
MFA
Mfa Financial, Inc.

Real Estate
13.8K
New
$9.09 - $10.4 $126K - $144K
13.8K $126K
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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