Captrust Financial Advisors Purchases in Q3 2025

Captrust Financial Advisors

  • $46.7 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
WSBC
Wesbanco Inc

Financial Services
3.8K
+ 26.21%
$29.44 - $33.7 $112K - $128K
18.3K $584K
CACC
Credit Acceptance Corp

Financial Services
309
+ 70.23%
$447.51 - $543.74 $138K - $168K
749 $349K
DY
Dycom Industries Inc

Industrials
29
+ 1.18%
$244.32 - $294.01 $7.09K - $8.53K
2.49K $727K
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
2.56K
+ 36.73%
$44.22 - $45.74 $113K - $117K
9.53K $434K
ARKW
Ark Next Generation Internet E

ETFs
288
+ 10.84%
$144.46 - $174.76 $41.6K - $50.3K
2.94K $514K
CWAN
Clearwater Analytics Holdings, Inc.

Technology
13.7K
+ 42.67%
$17.97 - $22.57 $246K - $309K
45.8K $825K
GNW
Genworth Financial Inc

Financial Services
13.6K
New
$7.26 - $9.11 $99K - $124K
13.6K $121K
PK
Park Hotels & Resorts Inc.

Real Estate
7.52K
+ 16.98%
$10.17 - $12.13 $76.5K - $91.2K
51.8K $573K
QTWO
Q2 Holdings, Inc.

Technology
2.37K
+ 99.83%
$72.39 - $94.97 $172K - $225K
4.75K $343K
AMRX
Amneal Pharmaceuticals, Inc.

Healthcare
12K
New
$7.82 - $10.09 $94.2K - $122K
12K $120K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
1.41K
+ 4.03%
N/A
36.4K $3.12M
AB
Alliancebernstein Holding L.P.

Financial Services
3.7K
+ 41.2%
$37.76 - $42.88 $140K - $159K
12.7K $484K
HTH
Hilltop Holdings Inc.

Financial Services
2.81K
+ 34.92%
$29.57 - $35.74 $83.1K - $100K
10.9K $362K
GTO
Invesco Actively Managed ETF T

ETFs
1.37K
+ 1.6%
$46.43 - $47.91 $63.5K - $65.5K
86.8K $4.12M
IRTC
I Rhythm Technologies, Inc.

Healthcare
83
+ 1.44%
$132.29 - $187.07 $11K - $15.5K
5.84K $1M
IBDW
Ishares Tr Ibonds Dec 2031 Ter
5.28K
+ 15.77%
$20.77 - $21.32 $110K - $113K
38.8K $822K
JSCP
Jp Morgan Exch Traded Fd Tr Sh

ETFs
2.22K
+ 3.43%
$47.02 - $47.71 $104K - $106K
66.8K $3.18M
ADPT
Adaptive Biotechnologies Corp

Healthcare
4.17K
+ 26.44%
$10.24 - $14.96 $42.7K - $62.4K
19.9K $298K
VRIG
Invesco Actively Managed ETF F

ETFs
4.44K
+ 6.46%
$25.04 - $25.16 $111K - $112K
73.2K $1.84M
IBDV
Ishares Tr

Technology
4.89K
+ 13.68%
$21.75 - $22.22 $106K - $109K
40.6K $899K
LOGI
Logitech International S.A.

Technology
299
+ 7.3%
$89.67 - $113.08 $26.8K - $33.8K
4.39K $481K
PATK
Patrick Industries Inc

Consumer Cyclical
736
+ 22.23%
$95.3 - $116.04 $70.1K - $85.4K
4.05K $418K
PAG
Penske Automotive Group, Inc.

Consumer Cyclical
601
+ 15.7%
$164.12 - $188.32 $98.6K - $113K
4.43K $770K
SBRA
Sabra Health Care Reit, Inc.

Real Estate
5.38K
+ 8.91%
$17.96 - $19.62 $96.6K - $105K
65.7K $1.23M
FEX
First Tr Large Cap Core Alphde

ETFs
1
+ 0.01%
$110.0 - $117.08 $110 - $117
16.2K $1.89M
TPH
Tri Pointe Homes, Inc.

Consumer Cyclical
2.32K
+ 14.59%
$30.8 - $37.14 $71.4K - $86.1K
18.2K $618K
ALK
Alaska Air Group, Inc.

Industrials
2.09K
+ 10.88%
$49.73 - $63.86 $104K - $133K
21.3K $1.06M
FRDM
Ea Ser Tr Freedom 100 Emerging

ETFs
671
+ 3.23%
$40.04 - $45.11 $26.9K - $30.3K
21.4K $948K
XT
Ishares Tr Exponential Technol

ETFs
701
+ 7.83%
$65.04 - $71.97 $45.6K - $50.5K
9.66K $694K
KKR
Kkr & Co. Inc.

Financial Services
4.72K
+ 2.88%
$129.95 - $152.16 $613K - $718K
168K $21.9M
PARR
Par Pacific Holdings, Inc.

Energy
250
+ 2.2%
$27.09 - $37.84 $6.77K - $9.46K
11.6K $411K
VOOV
Vanguard S&P 500 Value ETF

ETFs
36
+ 0.38%
$187.97 - $199.47 $6.77K - $7.18K
9.57K $1.91M
AAP
Advance Auto Parts Inc

Consumer Cyclical
544
+ 10.66%
$49.01 - $66.5 $26.7K - $36.2K
5.65K $346K
AVDE
American Centy ETF Tr Avantis

ETFs
1.21K
+ 44.35%
$73.24 - $79.04 $88.8K - $95.8K
3.95K $311K
FLNC
Fluence Energy, Inc.

Utilities
10.1K
New
$6.75 - $11.91 $68K - $120K
10.1K $108K
BUG
Global X Fds Cybersecurity ETF

ETFs
3.37K
+ 56.87%
$32.23 - $37.41 $109K - $126K
9.3K $327K
QLYS
Qualys, Inc.

Technology
981
+ 48.14%
$127.89 - $150.07 $125K - $147K
3.02K $399K
USFD
Us Foods Holding Corp.

Consumer Defensive
1.56K
+ 5.29%
$76.35 - $84.68 $119K - $132K
31.1K $2.38M
LNT
Alliant Energy Corp

Utilities
334
+ 2.72%
$60.76 - $67.41 $20.3K - $22.5K
12.6K $850K
HTBK
Heritage Commerce Corp

Financial Services
10.8K
New
$9.25 - $10.69 $99.7K - $115K
10.8K $107K
FTDR
Frontdoor, Inc.

Consumer Cyclical
1.07K
+ 26.65%
$54.88 - $68.04 $58.8K - $72.9K
5.09K $342K
PCOR
Procore Technologies, Inc.

Technology
1.02K
+ 14.32%
$61.62 - $76.64 $63.1K - $78.5K
8.17K $595K
GNL
Global Net Lease, Inc.

Real Estate
13K
New
$6.85 - $8.33 $88.7K - $108K
13K $105K
ICFI
Icf International, Inc.

Industrials
885
+ 30.45%
$82.78 - $100.58 $73.3K - $89K
3.79K $351K
IYE
Ishares Tr

ETFs
598
+ 1.79%
$44.83 - $48.91 $26.8K - $29.2K
34K $1.62M
MC
Moelis & CO

Financial Services
217
+ 2.16%
$64.0 - $77.75 $13.9K - $16.9K
10.2K $730K
WTS
Watts Water Technologies Inc

Industrials
120
+ 5.59%
$247.02 - $285.86 $29.6K - $34.3K
2.27K $632K
BFLY
Butterfly Network, Inc.

Healthcare
59.3K
+ 38.2%
$1.33 - $2.17 $78.9K - $129K
215K $414K
FOXA
Fox Corp

Communication Services
1.03K
+ 18.42%
$53.87 - $63.06 $55.5K - $65K
6.63K $417K
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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