Captrust Financial Advisors Purchases in Q3 2025

Captrust Financial Advisors

  • $46.7 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
EWBC
East West Bancorp Inc

Financial Services
316
+ 3.74%
$97.41 - $109.7 $30.8K - $34.7K
8.76K $932K
KFY
Korn Ferry

Industrials
1.43K
+ 23.84%
$69.05 - $76.46 $98.9K - $110K
7.44K $520K
AROC
Archrock, Inc.

Energy
2.3K
+ 18.95%
$22.0 - $26.51 $50.6K - $61K
14.4K $380K
EMB
Ishares Tr

ETFs
397
+ 2.47%
$91.52 - $95.59 $36.3K - $37.9K
16.5K $1.57M
PAGP
Plains Gp Holdings LP

Energy
7.7K
+ 15.05%
$18.12 - $20.08 $140K - $155K
58.9K $1.07M
FUND
Sprott Focus Trust Inc.

Financial Services
903
+ 1.09%
$7.46 - $8.38 $6.74K - $7.57K
84.1K $701K
GRNT
Granite Ridge Resources, Inc.
14.6K
New
$4.79 - $6.34 $69.9K - $92.5K
14.6K $78K
LYG
Lloyds Banking Group PLC

Financial Services
10K
+ 8.89%
$4.03 - $4.63 $40.4K - $46.4K
123K $557K
TSLX
Sixth Street Specialty Lending, Inc.

Financial Services
5.24K
+ 11.79%
$22.65 - $25.1 $119K - $131K
49.7K $1.14M
ESLT
Elbit Systems LTD

Industrials
75
+ 11.57%
$429.99 - $509.8 $32.2K - $38.2K
723 $368K
ZBRA
Zebra Technologies Corp

Technology
483
+ 8.15%
$296.92 - $341.36 $143K - $165K
6.41K $1.91M
ALDX
Aldeyra Therapeutics, Inc.

Healthcare
1.5K
+ 2.92%
$4.0 - $5.89 $6.01K - $8.85K
53K $273K
CWK
Cushman & Wakefield PLC

Real Estate
1.44K
+ 13.15%
$11.09 - $16.87 $16K - $24.3K
12.4K $197K
OWL
Blue Owl Capital Inc.

Financial Services
6.41K
+ 44.93%
$16.93 - $20.8 $109K - $133K
20.7K $349K
FYX
First Tr Small Cap Core Alphad

ETFs
2
+ 0.03%
$96.35 - $111.0 $193 - $222
6.32K $689K
KRNY
Kearny Financial Corp.

Financial Services
11.5K
New
$5.85 - $6.95 $67.5K - $80.2K
11.5K $75K
AIR
Aar Corp

Industrials
89
+ 2.84%
$69.47 - $89.67 $6.18K - $7.98K
3.23K $289K
ARDX
Ardelyx, Inc.

Healthcare
9.94K
+ 83.54%
$3.92 - $6.64 $39K - $66K
21.8K $120K
NUVB
Nuvation Bio Inc.

Healthcare
12.3K
+ 75.93%
$1.94 - $3.9 $23.9K - $48K
28.5K $105K
TTI
Tetra Technologies Inc

Energy
12.9K
New
$3.23 - $5.89 $41.7K - $76.1K
12.9K $74K
ALV
Autoliv Inc

Consumer Cyclical
253
+ 6.94%
$110.31 - $127.65 $27.9K - $32.3K
3.9K $481K
OCFC
Oceanfirst Financial Corp

Financial Services
4.18K
+ 40.86%
$16.32 - $19.01 $68.2K - $79.4K
14.4K $252K
RRBI
Red River Bancshares Inc

Financial Services
203
+ 2.09%
$58.77 - $67.87 $11.9K - $13.8K
9.93K $643K
TOWN
Towne Bank (Va)

Financial Services
1.61K
+ 3.64%
$34.49 - $37.64 $55.6K - $60.6K
45.9K $1.59M
CR
Crane Holdings, Co.

Industrials
512
+ 13.24%
$178.73 - $198.45 $91.5K - $102K
4.38K $806K
FNCL
Fidelity Covington Tr Msci Fin

ETFs
861
+ 30.04%
$72.91 - $77.23 $62.8K - $66.5K
3.73K $284K
THFF
First Financial Corp

Financial Services
665
+ 4.41%
$52.44 - $59.93 $34.9K - $39.9K
15.8K $889K
FTSL
First Trust Senior Ln Fund

ETFs
1.6K
+ 4.36%
$45.81 - $46.18 $73.4K - $74K
38.3K $1.76M
OIS
Oil States International, Inc

Energy
11.9K
New
$4.88 - $6.33 $58.2K - $75.5K
11.9K $72K
KWR
Quaker Chemical Corp

Basic Materials
127
+ 4.59%
$114.42 - $145.36 $14.5K - $18.5K
2.89K $381K
TNET
Trinet Group, Inc.

Industrials
1.35K
+ 45.7%
$62.83 - $75.19 $84.9K - $102K
4.31K $288K
CHRD
Oasis Petroleum Inc.

Energy
471
+ 4.88%
$99.37 - $114.13 $46.8K - $53.8K
10.1K $1.01M
FCF
First Commonwealth Financial Corp

Financial Services
1.26K
+ 2.09%
$16.07 - $18.02 $20.3K - $22.7K
61.6K $1.05M
RDIV
Invesco Exchange Traded Fd Tr

ETFs
3
+ 0.02%
$47.78 - $52.76 $143 - $158
16.7K $868K
UDMY
Udemy, Inc.

Consumer Defensive
10K
New
$6.54 - $7.61 $65.4K - $76.1K
10K $70K
JBI
Janus International Group, Inc.

Industrials
3.81K
+ 20.96%
$8.54 - $10.68 $32.5K - $40.7K
22K $216K
OGN
Organon & Co.

Healthcare
2.49K
+ 5.91%
$8.4 - $10.85 $20.9K - $27K
44.6K $476K
HAYW
Hayward Holdings, Inc.

Industrials
3.14K
+ 19.82%
$14.12 - $16.56 $44.3K - $51.9K
19K $286K
IBMP
Ishares Tr Ibonds December 202

ETFs
2.58K
+ 13.47%
$25.3 - $25.56 $65.3K - $66K
21.8K $554K
CTRE
Care Trust Reit, Inc.

Real Estate
528
+ 4.37%
$30.29 - $34.8 $16K - $18.4K
12.6K $436K
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
1.3K
+ 16.58%
$50.53 - $50.82 $65.7K - $66.1K
9.14K $464K
RLI
Rli Corp

Financial Services
1.58K
+ 30.19%
$64.17 - $71.7 $102K - $114K
6.83K $445K
AXL
American Axle & Manufacturing Holdings Inc

Consumer Cyclical
11K
New
$4.25 - $6.31 $46.9K - $69.6K
11K $66K
APPS
Digital Turbine, Inc.

Technology
10.3K
New
$3.86 - $6.4 $39.8K - $66K
10.3K $66K
HMN
Horace Mann Educators Corp

Financial Services
1.15K
+ 17.74%
$40.17 - $47.59 $46.4K - $54.9K
7.66K $345K
EIS
Ishares Inc Mcsi Israel ETF

ETFs
525
+ 22.17%
$87.42 - $100.3 $45.9K - $52.7K
2.89K $290K
LANC
Lancaster Colony Corp

Consumer Defensive
261
+ 11.89%
$171.5 - $183.37 $44.8K - $47.9K
2.46K $445K
RUSHB
Rush Enterpries Inc Cl B

Consumer Cyclical
59
+ 0.47%
$52.26 - $59.84 $3.08K - $3.53K
12.6K $726K
RPAY
Repay Holdings Corp

Technology
11.4K
+ 89.16%
$4.64 - $5.96 $52.9K - $68K
24.2K $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
Track This Portfolio

Track Captrust Financial Advisors Portfolio

Follow Captrust Financial Advisors and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Captrust Financial Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Captrust Financial Advisors with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email