Captrust Financial Advisors Purchases in Q3 2025

Captrust Financial Advisors

  • $46.7 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
OLPX
Olaplex Holdings, Inc.

Consumer Cyclical
13.8K
New
$1.29 - $1.68 $17.8K - $23.1K
13.8K $18K
PRA
Proassurance Corp

Financial Services
226
+ 2.12%
$22.83 - $24.04 $5.16K - $5.43K
10.9K $261K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
287
+ 1.06%
$20.76 - $21.78 $5.96K - $6.25K
27.3K $588K
CCCS
Ccc Intelligent Solutions Holdings Inc.

Technology
3.09K
+ 8.59%
$9.11 - $10.03 $28.1K - $31K
39K $355K
OFC
Corporate Office Properties Trust

Real Estate
723
+ 6.22%
N/A
12.3K $297K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
355
+ 4.76%
$42.75 - $43.37 $15.2K - $15.4K
7.81K $338K
CWENA
Clearway Energy Inc Cl A
454
+ 5.83%
N/A
8.24K $284K
DMXF
Ishares Esg Advanced Msci Eafe

Technology
142
+ 3.69%
$71.6 - $76.11 $10.2K - $10.8K
3.99K $302K
EQBK
Equity Bancshares Inc

Financial Services
442
+ 1.21%
N/A
37.1K $1.29M
ITUB
Itau Unibanco Holding S.A.

Financial Services
466
+ 2.48%
$6.18 - $7.41 $2.88K - $3.45K
19.3K $141K
WOW
Wide Open West, Inc.

Communication Services
408
+ 3.68%
$3.17 - $5.22 $1.29K - $2.13K
11.5K $59K
CHDN
Churchill Downs Inc

Consumer Cyclical
466
+ 5.79%
$95.3 - $113.75 $44.4K - $53K
8.51K $825K
HTBI
Home Trust Bancshares, Inc.

Financial Services
388
+ 5.09%
N/A
8.01K $272K
HYLN
Hyliion Holdings Corp.

Consumer Cyclical
163
+ 0.84%
$1.36 - $2.24 $222 - $365
19.5K $38K
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
416
+ 0.24%
$22.84 - $22.95 $9.5K - $9.55K
175K $4.02M
BANR
Banner Corp

Financial Services
70
+ 1.31%
$61.08 - $69.4 $4.28K - $4.86K
5.42K $355K
IBHI
Ishares Tr Ibonds 2029 Term Hi

ETFs
414
+ 3.43%
$23.43 - $23.88 $9.7K - $9.89K
12.5K $297K
RNST
Renasant Corp

Financial Services
16
+ 0.13%
$35.52 - $39.77 $568 - $636
12.2K $451K
EPAM
Epam Systems, Inc.

Technology
64
+ 1.53%
N/A
4.24K $785K
EQH
Equitable Holdings, Inc.

Financial Services
885
+ 13.97%
$50.09 - $55.88 $44.3K - $49.5K
7.22K $366K
RS
Reliance Steel & Aluminum CO

Basic Materials
537
+ 12.77%
$277.33 - $343.66 $149K - $185K
4.74K $1.33M
WDS
Woodside Energy Group LTD

Energy
987
+ 8.77%
$15.05 - $17.66 $14.9K - $17.4K
12.2K $184K
CTKB
Cytek Biosciences, Inc.

Healthcare
2.57K
+ 20.26%
$3.1 - $4.17 $7.98K - $10.7K
15.3K $53K
PTEN
Patterson Uti Energy Inc

Energy
3.81K
+ 28.39%
$5.18 - $6.6 $19.7K - $25.1K
17.2K $89K
REGL
Proshares Tr S&P Midcap 400 Di

ETFs
1
+ 0.04%
$81.61 - $86.58 $81.6 - $86.6
2.56K $218K
IVOL
Kraneshares Tr Quadratic Int R

ETFs
1.08K
+ 2.5%
$19.15 - $20.2 $20.7K - $21.8K
44.2K $852K
NAK
Northern Dynasty Minerals LTD

Basic Materials
15K
+ 25.32%
$0.75 - $2.3 $11.3K - $34.5K
74.2K $88K
SMR
Nuscale Power Corp

Industrials
1.93K
+ 11.43%
$32.65 - $51.67 $62.9K - $99.5K
18.8K $675K
PLTK
Playtika Holding Corp.

Communication Services
8.9K
+ 28.7%
$3.44 - $5.0 $30.6K - $44.5K
39.9K $155K
CERS
Cerus Corp

Healthcare
1.03K
+ 3.3%
$1.16 - $1.6 $1.19K - $1.64K
32.1K $51K
IBHF
Ishares Tr Ibonds 2026 Term Hi

ETFs
280
+ 2.57%
$23.09 - $23.43 $6.47K - $6.56K
11.2K $261K
IBHH
Ishares Tr Ibonds 2028 Term Hi

ETFs
296
+ 2.59%
$23.53 - $23.89 $6.96K - $7.07K
11.7K $279K
IBTK
Ishares Tr Ibonds Dec 2030 Ter

Technology
352
+ 1.15%
$19.57 - $19.98 $6.89K - $7.03K
30.9K $613K
SHV
Ishares Tr

ETFs
75
+ 1.54%
$110.06 - $110.49 $8.25K - $8.29K
4.96K $547K
LGIH
Lgi Homes, Inc.

Consumer Cyclical
133
+ 2.36%
$50.79 - $67.47 $6.76K - $8.97K
5.77K $298K
SJNK
Spdr Bloomberg Short Term High

ETFs
268
+ 2.53%
$25.28 - $25.63 $6.78K - $6.87K
10.8K $277K
BIP
Brookfield Infrastructure Partners L.P.

Utilities
1.51K
+ 2.18%
$29.81 - $34.07 $45K - $51.4K
70.6K $2.32M
IBHG
Ishares Tr Ibonds 2027 Term Hi
349
+ 2.93%
$22.38 - $22.53 $7.81K - $7.86K
12.3K $275K
IBTM
Ishares Tr Ibonds Dec 2032 Ter
190
+ 0.65%
$22.63 - $23.3 $4.3K - $4.43K
29.4K $679K
ICSH
Blackrock Ultra Short Term Bon

ETFs
44
+ 0.04%
$50.52 - $50.75 $2.22K - $2.23K
113K $5.74M
PDM
Piedmont Office Realty Trust, Inc.

Real Estate
928
+ 5.97%
N/A
16.5K $117K
SPR
Spirit Aero Systems Holdings, Inc.

Industrials
109
+ 1.73%
$38.16 - $41.91 $4.16K - $4.57K
6.42K $247K
TAK
Takeda Pharmaceutical CO LTD

Healthcare
2.66K
+ 6.93%
$13.6 - $15.52 $36.2K - $41.3K
41.1K $601K
ADUS
Addus Home Care Corp

Healthcare
10
+ 0.56%
$104.96 - $118.41 $1.05K - $1.18K
1.81K $213K
BKAG
Bny Mellon ETF Tr Core Bond Et

ETFs
73
+ 1.05%
$41.55 - $42.82 $3.03K - $3.13K
7.04K $299K
HBT
Hbt Financial, Inc.

Financial Services
272
+ 0.28%
$23.95 - $26.66 $6.51K - $7.25K
96.6K $2.43M
GBF
Ishares Tr

ETFs
24
+ 0.61%
$102.86 - $105.88 $2.47K - $2.54K
3.98K $419K
IBHE
Ishares Ibonds 2025 Term High

ETFs
280
+ 2.43%
$23.14 - $23.23 $6.48K - $6.5K
11.8K $274K
BMBL
Bumble Inc.

Technology
1.76K
+ 13.79%
$6.07 - $8.57 $10.7K - $15.1K
14.5K $88K
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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