Captrust Financial Advisors Purchases in Q3 2025

Captrust Financial Advisors

  • $46.7 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
DXJ
Wisdomtree Trust Japan Hedged

ETFs
115
+ 3.1%
$112.94 - $129.99 $13K - $14.9K
3.83K $489K
LFST
Life Stance Health Group, Inc.

Healthcare
11.7K
New
$3.79 - $5.63 $44.3K - $65.8K
11.7K $64K
HEQT
Simplify Exchange Traded Fds H
116
+ 0.23%
$30.02 - $31.27 $3.48K - $3.63K
50.9K $1.59M
WRBY
Warby Parker Inc.

Healthcare
213
+ 2.05%
$21.37 - $28.56 $4.55K - $6.08K
10.6K $291K
BSY
Bentley Systems Inc

Technology
2.38K
+ 10.0%
$51.48 - $58.72 $122K - $140K
26.1K $1.35M
DRH
Diamond Rock Hospitality CO

Real Estate
7.4K
+ 57.56%
$7.57 - $8.6 $56K - $63.6K
20.2K $161K
ITRM
Iterum Therapeutics PLC

Healthcare
100K
+ 870.43%
$0.63 - $1.13 $63.1K - $113K
112K $74K
LMAT
Lemaitre Vascular Inc

Healthcare
236
+ 2.5%
$79.77 - $100.33 $18.8K - $23.7K
9.68K $847K
RHI
Robert Half International Inc.

Industrials
13.1K
+ 24.24%
$33.49 - $43.03 $437K - $562K
66.9K $2.27M
LRN
Stride, Inc.

Consumer Defensive
369
+ 16.86%
$128.23 - $169.81 $47.3K - $62.7K
2.56K $380K
VOYA
Voya Financial, Inc.

Financial Services
493
+ 7.35%
$67.31 - $77.62 $33.2K - $38.3K
7.21K $538K
GTN
Gray Television Inc

Communication Services
10.6K
New
$4.13 - $6.24 $43.9K - $66.3K
10.6K $61K
AVT
Avnet Inc

Technology
1.29K
+ 13.65%
$49.46 - $56.3 $63.6K - $72.3K
10.7K $559K
EXG
Eaton Vance Tax Managed Global Diversified Equity Income Fund

Financial Services
5.05K
+ 13.16%
$8.55 - $9.1 $43.2K - $46K
43.5K $395K
FLS
Flowserve Corp

Industrials
764
+ 3.32%
$51.98 - $57.7 $39.7K - $44.1K
23.8K $1.26M
FXY
Invesco Currency Shares Japanese Yen Trust

ETFs
1.76K
+ 6.18%
$61.15 - $64.13 $107K - $113K
30.1K $1.87M
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
429
+ 2.96%
$73.94 - $78.51 $31.7K - $33.7K
14.9K $1.16M
IBMO
Ishares Tr Ibonds December 202

ETFs
2.22K
+ 11.89%
$25.58 - $25.72 $56.9K - $57.2K
20.9K $536K
LXP
Lxp Industrial Trust

Real Estate
4.44K
+ 18.54%
$7.75 - $9.34 $34.4K - $41.5K
28.4K $254K
ODV
Osisko Development Corp.

Basic Materials
17K
New
$2.1 - $3.43 $35.7K - $58.3K
17K $57K
ALLY
Ally Financial Inc.

Financial Services
1.27K
+ 4.79%
$36.95 - $44.58 $46.7K - $56.4K
27.7K $1.08M
SQ
Block, Inc.

Technology
984
+ 4.78%
N/A
21.6K $1.23M
DCO
Ducommun Inc

Industrials
11
+ 0.27%
$82.72 - $96.13 $910 - $1.06K
4.13K $396K
PJAN
Innovator U.S. Equity Power Bu

ETFs
12
+ 0.04%
$43.95 - $45.8 $527 - $550
32K $1.46M
BRSP
Bright Spire Capital, Inc.

Real Estate
10.2K
New
$4.91 - $5.94 $50.1K - $60.6K
10.2K $55K
AA
Alcoa Corp

Basic Materials
443
+ 3.81%
$28.4 - $33.85 $12.6K - $15K
12.1K $396K
FHLC
Fidelity Covington Tr Msci Hea

ETFs
644
+ 16.33%
$61.56 - $66.95 $39.6K - $43.1K
4.59K $306K
IX
Orix Corp

Financial Services
519
+ 4.65%
$22.28 - $27.06 $11.6K - $14K
11.7K $304K
EXPO
Exponent Inc

Industrials
1.2K
+ 19.86%
$68.33 - $77.6 $82.1K - $93.2K
7.25K $503K
STPZ
Pimco ETF Tr 1 5 Yr Us Tips In

ETFs
638
+ 1.33%
$53.57 - $54.48 $34.2K - $34.8K
48.5K $2.63M
BRY
Berry Corp (Bry)

Energy
13.6K
New
$2.8 - $4.11 $38.2K - $56.1K
13.6K $51K
BKD
Brookdale Senior Living Inc.

Healthcare
2.56K
+ 13.14%
$6.69 - $8.5 $17.1K - $21.8K
22K $186K
REM
Ishares Tr Mtg Real Estate ETF

ETFs
1.48K
+ 4.69%
$21.64 - $23.57 $32K - $34.9K
33K $725K
ASB
Associated Banc Corp

Financial Services
1.36K
+ 11.86%
$23.78 - $27.01 $32.2K - $36.6K
12.8K $328K
CSWI
Csw Industrials, Inc.

Industrials
151
+ 18.53%
$289.31 - $293.0 $43.7K - $44.2K
966 $283K
GPOR
Gulfport Energy Corp

Energy
403
+ 35.57%
$163.8 - $190.92 $66K - $76.9K
1.54K $277K
IRWD
Ironwood Pharmaceuticals Inc

Healthcare
18.7K
+ 42.09%
$0.69 - $1.46 $12.9K - $27.3K
63.2K $82K
IDU
Ishares Tr U S Utils ETF

ETFs
100
+ 1.6%
$103.7 - $111.17 $10.4K - $11.1K
6.36K $704K
OPK
Opko Health, Inc.

Healthcare
26.1K
+ 62.25%
$1.19 - $1.55 $31.1K - $40.5K
68K $105K
EGP
Eastgroup Properties Inc

Real Estate
158
+ 1.51%
$159.46 - $169.88 $25.2K - $26.8K
10.6K $1.79M
GCI
Gannett Co., Inc.

Communication Services
12K
New
$3.54 - $4.38 $42.4K - $52.5K
12K $49K
IOVA
Iovance Biotherapeutics, Inc.

Healthcare
17.5K
+ 73.55%
$1.7 - $3.97 $29.7K - $69.4K
41.2K $89K
MXL
Maxlinear Inc

Technology
1.64K
+ 13.82%
$14.2 - $17.31 $23.3K - $28.4K
13.5K $217K
NVST
Envista Holdings Corp

Healthcare
1.75K
+ 11.31%
$18.89 - $21.72 $33K - $38K
17.2K $350K
BCI
Abrdn Etfs Abrdn Bloomberg All

ETFs
595
+ 1.36%
$20.34 - $21.61 $12.1K - $12.9K
44.5K $958K
IYJ
Ishares Tr

ETFs
132
+ 1.74%
$142.42 - $148.18 $18.8K - $19.6K
7.71K $1.13M
KMPR
Kemper Corp

Financial Services
3.41K
+ 34.5%
$48.42 - $64.74 $165K - $221K
13.3K $684K
LAKE
Lakeland Industries Inc

Consumer Cyclical
68
+ 0.15%
$13.35 - $15.5 $908 - $1.05K
45.7K $667K
GNSS
Genasys Inc.

Technology
20K
New
$1.55 - $2.58 $31K - $51.6K
20K $46K
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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