Captrust Financial Advisors Purchases in Q3 2025

Captrust Financial Advisors

  • $46.7 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AGX
Argan Inc

Industrials
171
+ 14.83%
$202.53 - $271.07 $34.6K - $46.4K
1.32K $357K
FAF
First American Financial Corp

Financial Services
605
+ 2.7%
$54.73 - $68.13 $33.1K - $41.2K
23K $1.48M
IBRX
Immunity Bio, Inc.

Healthcare
42.8K
+ 319.45%
$2.24 - $3.01 $95.8K - $129K
56.1K $138K
MYGN
Myriad Genetics Inc

Healthcare
14.3K
New
$3.84 - $7.84 $54.8K - $112K
14.3K $103K
HIW
Highwoods Properties, Inc.

Real Estate
2.8K
+ 15.2%
$28.32 - $32.39 $79.2K - $90.6K
21.2K $674K
IDA
Idacorp Inc

Utilities
101
+ 1.91%
$115.16 - $132.15 $11.6K - $13.3K
5.4K $713K
FTGC
First Trust Global Tactical CO

ETFs
1.76K
+ 3.89%
$24.67 - $26.32 $43.3K - $46.2K
46.9K $1.21M
CFFN
Capitol Federal Financial, Inc.

Financial Services
13.2K
+ 20.66%
$5.73 - $6.56 $75.7K - $86.7K
77.2K $490K
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
124
+ 0.34%
$32.53 - $35.69 $4.03K - $4.43K
37K $1.31M
AIQ
Global X Funds Global X Artifi

ETFs
1.16K
+ 15.63%
$43.2 - $49.66 $49.9K - $57.4K
8.55K $422K
NABL
N Able, Inc.

Technology
12.8K
New
$7.26 - $8.45 $93K - $108K
12.8K $99K
THO
Thor Industries Inc

Consumer Cyclical
12
+ 0.18%
$88.76 - $112.33 $1.07K - $1.35K
6.57K $681K
ACCO
Acco Brands Corp

Industrials
24.8K
New
$3.44 - $4.2 $85.2K - $104K
24.8K $98K
BCS
Barclays PLC

Financial Services
990
+ 2.66%
$17.88 - $21.05 $17.7K - $20.8K
38.2K $789K
ECPG
Encore Capital Group Inc

Financial Services
1.51K
+ 13.05%
$35.97 - $46.09 $54.1K - $69.4K
13K $544K
KIM
Kimco Realty Corp

Real Estate
3.7K
+ 18.94%
$20.74 - $22.79 $76.7K - $84.3K
23.2K $507K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
901
+ 2.67%
$100.16 - $100.7 $90.2K - $90.7K
34.7K $3.49M
ZWS
Zurn Water Solutions Corp

Industrials
586
+ 8.93%
$36.48 - $47.94 $21.4K - $28.1K
7.15K $336K
KBH
Kb Home

Consumer Cyclical
90
+ 1.08%
$52.78 - $67.97 $4.75K - $6.12K
8.41K $535K
LEA
Lear Corp

Consumer Cyclical
565
+ 8.3%
$92.93 - $112.75 $52.5K - $63.7K
7.37K $741K
OGE
Oge Energy Corp.

Utilities
780
+ 2.51%
$43.46 - $46.27 $33.9K - $36.1K
31.8K $1.47M
FXE
Invesco Currency Shares Euro Trust

ETFs
938
+ 4.41%
$105.31 - $109.29 $98.8K - $103K
22.2K $2.41M
MEI
Methode Electronics Inc

Technology
12.5K
New
$6.16 - $10.39 $77.3K - $130K
12.5K $94K
NHI
National Health Investors Inc

Real Estate
164
+ 1.91%
$69.48 - $80.06 $11.4K - $13.1K
8.76K $696K
EBC
Eastern Bankshares, Inc.

Financial Services
1.81K
+ 8.65%
$15.03 - $18.34 $27.2K - $33.3K
22.8K $413K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
1.39K
+ 2.36%
$45.6 - $46.92 $63.2K - $65K
60.1K $2.81M
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
803
+ 6.43%
$69.02 - $73.57 $55.4K - $59.1K
13.3K $977K
EDV
Vanguard Extended Duration Tre

ETFs
819
+ 2.52%
$63.28 - $69.5 $51.8K - $56.9K
33.3K $2.28M
TRMK
Trustmark Corp

Financial Services
1.72K
+ 22.36%
$36.46 - $41.06 $62.7K - $70.7K
9.42K $372K
DXC
Dxc Technology CO

Technology
8.35K
+ 60.5%
$12.85 - $16.24 $107K - $136K
22.1K $301K
FXF
Invesco Currency Shares Swiss Franc Trust

ETFs
905
+ 5.12%
$108.84 - $112.69 $98.5K - $102K
18.6K $2.07M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
2.34K
+ 19.25%
$37.14 - $37.85 $86.7K - $88.4K
14.5K $546K
BCAT
Black Rock Capital Allocation Trust

ETFs
6.51K
+ 34.52%
$14.56 - $15.29 $94.8K - $99.5K
25.4K $375K
PHG
Koninklijke Philips Nv

Healthcare
1.77K
+ 13.77%
$23.84 - $28.62 $42.2K - $50.7K
14.6K $398K
COUR
Coursera, Inc.

Consumer Defensive
4.43K
+ 34.87%
$8.09 - $12.7 $35.8K - $56.2K
17.1K $200K
GMED
Globus Medical Inc

Healthcare
2.3K
+ 9.44%
$51.89 - $62.79 $119K - $144K
26.6K $1.53M
STAG
Stag Industrial, Inc.

Real Estate
3.28K
+ 11.54%
$34.28 - $36.97 $112K - $121K
31.7K $1.12M
CODI
Compass Diversified Holdings

Industrials
13.1K
New
$6.04 - $7.69 $79.3K - $101K
13.1K $86K
NOVT
Novanta Inc

Technology
538
+ 16.86%
N/A
3.73K $588K
PWFL
Power Fleet, Inc.

Technology
16.7K
+ 10.05%
N/A
183K $912K
NTCT
Netscout Systems Inc

Technology
2.14K
+ 8.0%
$20.77 - $26.06 $44.4K - $55.7K
28.8K $745K
RLAY
Relay Therapeutics, Inc.

Healthcare
11.1K
+ 78.78%
$3.22 - $5.22 $35.8K - $58K
25.2K $131K
BCPC
Balchem Corp

Basic Materials
834
+ 17.71%
$148.82 - $165.12 $124K - $138K
5.54K $831K
MPLX
Mplx LP

Energy
3.92K
+ 5.38%
$49.42 - $52.71 $194K - $207K
76.8K $3.84M
TBBK
Bancorp, Inc.

Financial Services
245
+ 6.91%
$58.16 - $79.6 $14.2K - $19.5K
3.79K $283K
BL
Blackline, Inc.

Technology
2.12K
+ 23.3%
$48.05 - $57.81 $102K - $122K
11.2K $595K
NNI
Nelnet Inc

Financial Services
94
+ 0.58%
$119.62 - $130.27 $11.2K - $12.2K
16.3K $2.05M
PCTY
Paylocity Holding Corp

Technology
1.1K
+ 25.69%
$159.27 - $190.36 $175K - $209K
5.36K $854K
BGS
B&G Foods, Inc.

Consumer Defensive
18.1K
New
$4.0 - $4.72 $72.3K - $85.3K
18.1K $80K
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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